Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADTRAN Holdings, Inc.ADTN · Entity 5331 | Director | December 31, 2025 | January 05, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ADTRAN Holdings, Inc.
Report date December 31, 2025 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 107,600 |
Reported balance
After 2025-12-31 transaction · row 1
1 source rowRow 1 · 2025-12-31 · Grant · Acquired 13,809 · Balance 107,600 F1: Represents a restricted stock award grant that vests in full on the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock award grant that vests in full on the first anniversary of the date of grant.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 15, 2018 Filed Aug 17, 2018 17:52 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantDividend Equivalent Rights · Derivative | 26.08 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-18-000067 · edgar.xml · derivative · entry 1 HUSS H FENWICK · CIK 0001201037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80.236 Underlying: Common Stock · 26.08 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued when and as dividends were paid on the Company's common stock. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. F1 · derivative.exercise_date: The dividend equivalent rights accrued when and as dividends were paid on the Company's common stock. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. F1 · derivative.expiration_date: The dividend equivalent rights accrued when and as dividends were paid on the Company's common stock. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. Read SEC document |
| May 16, 2018 Filed May 17, 2018 21:12 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantDividend Equivalent Rights · Derivative | 28.476 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-18-000030 · edgar.xml · derivative · entry 1 HUSS H FENWICK · CIK 0001201037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54.156 Underlying: Common Stock · 28.476 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued when and as dividends were paid on the Company's common stock. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. F1 · derivative.exercise_date: The dividend equivalent rights accrued when and as dividends were paid on the Company's common stock. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. F1 · derivative.expiration_date: The dividend equivalent rights accrued when and as dividends were paid on the Company's common stock. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. Read SEC document |
| February 14, 2018 Filed Feb 15, 2018 22:22 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Disposition to issuerDividend Equivalent Rights · Derivative | 25.68 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-18-000017 · edgar.xml · derivative · entry 2 HUSS H FENWICK · CIK 0001201037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25.68 Underlying: Common Stock · 25.68 shares Expires not disclosed F2 · derivative.exercise_price: The dividend equivalent rights accrued when and as dividends were paid on the Company's common stock. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. F2 · derivative.exercise_date: The dividend equivalent rights accrued when and as dividends were paid on the Company's common stock. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. F2 · derivative.expiration_date: The dividend equivalent rights accrued when and as dividends were paid on the Company's common stock. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. Read SEC document |
| December 31, 2017 Filed Jan 2, 2018 16:33 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Exercise / conversionDividend Equivalent Rights · Derivative | 69.756 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-18-000005 · edgar.xml · derivative · entry 4 HUSS H FENWICK · CIK 0001201037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 69.756 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Settlement of dividend equivalent rights in connection with lapse of restriction on restricted stock. The rights accrued when and as dividends were paid on the Company's common stock and are paid in whole shares of common stock with the remainder paid in cash. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. F1 · derivative.exercise_date: Settlement of dividend equivalent rights in connection with lapse of restriction on restricted stock. The rights accrued when and as dividends were paid on the Company's common stock and are paid in whole shares of common stock with the remainder paid in cash. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. F1 · derivative.expiration_date: Settlement of dividend equivalent rights in connection with lapse of restriction on restricted stock. The rights accrued when and as dividends were paid on the Company's common stock and are paid in whole shares of common stock with the remainder paid in cash. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. Read SEC document |
| December 31, 2017 Filed Jan 2, 2018 16:33 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 4,651 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-18-000005 · edgar.xml · nonDerivative · entry 3 HUSS H FENWICK · CIK 0001201037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,034 Read SEC document |
| December 31, 2017 Filed Jan 2, 2018 16:33 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Disposition to issuerCommon Stock | 0.756 | $19.35 | $14.63 |
DisclosureSEC source: 0001179022-18-000005 · edgar.xml · nonDerivative · entry 2 HUSS H FENWICK · CIK 0001201037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,383 F1 · security: Settlement of dividend equivalent rights in connection with lapse of restriction on restricted stock. The rights accrued when and as dividends were paid on the Company's common stock and are paid in whole shares of common stock with the remainder paid in cash. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. Read SEC document |
| December 31, 2017 Filed Jan 2, 2018 16:33 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Exercise / conversionCommon Stock | 69.756 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179022-18-000005 · edgar.xml · nonDerivative · entry 1 HUSS H FENWICK · CIK 0001201037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,383.756 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Settlement of dividend equivalent rights in connection with lapse of restriction on restricted stock. The rights accrued when and as dividends were paid on the Company's common stock and are paid in whole shares of common stock with the remainder paid in cash. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. Read SEC document |
| November 15, 2017 Filed Nov 22, 2017 15:15 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantDividend Equivalent Rights · Derivative | 17.467 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-17-000054 · edgar.xml · derivative · entry 1 HUSS H FENWICK · CIK 0001201037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69.756 Underlying: Common Stock · 17.467 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued when and as dividends were paid on the Company's common stock. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. F1 · derivative.exercise_date: The dividend equivalent rights accrued when and as dividends were paid on the Company's common stock. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. F1 · derivative.expiration_date: The dividend equivalent rights accrued when and as dividends were paid on the Company's common stock. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. F2 · balance_after: The reporting person previously reported an acquisition on August 17, 2017 of 16.74 Dividend Equivalent Rights as reported on a Form 4 filed on August 21, 2017. The actual number of Dividend Equivalent Rights acquired on August 17, 2017 was 16.857. The amount of derivative securities beneficially owned stated herein currently reflects the correct amount. Read SEC document |
| August 17, 2017 Filed Aug 21, 2017 19:02 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantDividend Equivalent Rights · Derivative | 16.74 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-17-000042 · edgar.xml · derivative · entry 1 HUSS H FENWICK · CIK 0001201037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52.172 Underlying: Common Stock · 16.74 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued when and as dividends were paid on the Company's common stock. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. F1 · derivative.exercise_date: The dividend equivalent rights accrued when and as dividends were paid on the Company's common stock. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. F1 · derivative.expiration_date: The dividend equivalent rights accrued when and as dividends were paid on the Company's common stock. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. Read SEC document |
| May 18, 2017 Filed May 22, 2017 20:40 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantDividend Equivalent Rights · Derivative | 18.73 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-17-000024 · edgar.xml · derivative · entry 1 HUSS H FENWICK · CIK 0001201037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35.432 Underlying: Common Stock · 18.73 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued when and as dividends were paid on the Company's common stock. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. F1 · derivative.exercise_date: The dividend equivalent rights accrued when and as dividends were paid on the Company's common stock. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. F1 · derivative.expiration_date: The dividend equivalent rights accrued when and as dividends were paid on the Company's common stock. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. Read SEC document |
| February 16, 2017 Filed Feb 28, 2017 22:16 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantDividend Equivalent Rights · Derivative | 16.702 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-17-000006 · edgar.xml · derivative · entry 1 HUSS H FENWICK · CIK 0001201037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16.702 Underlying: Common Stock · 16.702 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued when and as dividends were paid on the Company's common stock. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. F1 · derivative.exercise_date: The dividend equivalent rights accrued when and as dividends were paid on the Company's common stock. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. F1 · derivative.expiration_date: The dividend equivalent rights accrued when and as dividends were paid on the Company's common stock. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 23:59 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Exercise / conversionDividend Equivalent Rights · Derivative | 89.69 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-001472 · doc4.xml · derivative · entry 5 HUSS H FENWICK · CIK 0001201037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 89.69 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Settlement of dividend equivalent rights in connection with lapse of restriction on restricted stock. The rights accrued when and as dividends were paid on the Company's common stock and are paid in whole shares of common stock with the remainder paid in cash. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. F1 · derivative.exercise_date: Settlement of dividend equivalent rights in connection with lapse of restriction on restricted stock. The rights accrued when and as dividends were paid on the Company's common stock and are paid in whole shares of common stock with the remainder paid in cash. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. F1 · derivative.expiration_date: Settlement of dividend equivalent rights in connection with lapse of restriction on restricted stock. The rights accrued when and as dividends were paid on the Company's common stock and are paid in whole shares of common stock with the remainder paid in cash. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 23:59 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 4,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-001472 · doc4.xml · nonDerivative · entry 3 HUSS H FENWICK · CIK 0001201037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,341 F2 · security: Represents a grant of restricted stock that vests at 100% on the 1st anniversary of the grant. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 23:59 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Disposition to issuerCommon Stock | 0.69 | $22.35 | $15.42 |
DisclosureSEC source: 0001209191-17-001472 · doc4.xml · nonDerivative · entry 2 HUSS H FENWICK · CIK 0001201037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,314 F1 · security: Settlement of dividend equivalent rights in connection with lapse of restriction on restricted stock. The rights accrued when and as dividends were paid on the Company's common stock and are paid in whole shares of common stock with the remainder paid in cash. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 23:59 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Exercise / conversionCommon Stock | 89.69 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-001472 · doc4.xml · nonDerivative · entry 1 HUSS H FENWICK · CIK 0001201037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,314.69 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Settlement of dividend equivalent rights in connection with lapse of restriction on restricted stock. The rights accrued when and as dividends were paid on the Company's common stock and are paid in whole shares of common stock with the remainder paid in cash. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. Read SEC document |
| November 17, 2016 Filed Jan 4, 2017 23:59 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantDividend Equivalent Rights · Derivative | 21.268 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-001472 · doc4.xml · derivative · entry 4 HUSS H FENWICK · CIK 0001201037 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89.69 Underlying: Common Stock · 89.69 shares Expires not disclosed F3 · derivative.exercise_price: The dividend equivalent rights accrued when and as dividends were paid on the Company's common stock. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. F3 · derivative.exercise_date: The dividend equivalent rights accrued when and as dividends were paid on the Company's common stock. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. F3 · derivative.expiration_date: The dividend equivalent rights accrued when and as dividends were paid on the Company's common stock. Each dividend equivalent right is the economic equivalent of one share of the Company's common stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.