Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lumen Technologies, Inc.LUMN · Entity 3749 | EVP, Chief Tech & Prod Officer | March 01, 2025 | March 04, 2025 |
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.
Lumen Technologies, Inc.
Report date March 01, 2025 · Filed March 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,085,170 |
Ending reported balance
After 2025-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-03-01 · Grant · Acquired 734,324 · Balance 2,192,349 F1: Represents a grant of restricted stock (40% time-based and 60% performance-based). The time-based portion will vest in three equal annual installments beginning on March 1, 2026. Vesting of the performance-based portion is dependent upon the extent to which two three-year performance metrics are achieved, with any earned shares vesting on March 1, 2028. Row 2 · 2025-03-01 · Tax withholding · Disposed 107,179 · Balance 2,085,170 F2: Shares withheld to cover the taxes due upon the vesting of equity awards. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock (40% time-based and 60% performance-based). The time-based portion will vest in three equal annual installments beginning on March 1, 2026. Vesting of the performance-based portion is dependent upon the extent to which two three-year performance metrics are achieved, with any earned shares vesting on March 1, 2028.
F2: Shares withheld to cover the taxes due upon the vesting of equity awards.
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 |
|---|---|---|---|---|---|---|
| March 01, 2025 Filed Mar 4, 2025 23:42 UTC | Lumen Technologies, Inc. LUMN · Entity 3749 | Tax withholdingCommon Stock | 107,179 | $4.72 | $505,884.88 |
DisclosureSEC source: 0000018926-25-000014 · wk-form4_1741131732.xml · nonDerivative · entry 2 Ward David D. · CIK 0002044284 · EVP, Chief Tech & Prod Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,085,170 F2 · kind: Shares withheld to cover the taxes due upon the vesting of equity awards. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 23:42 UTC | Lumen Technologies, Inc. LUMN · Entity 3749 | GrantCommon Stock | 734,324 | $0.00 | $0.00 |
DisclosureSEC source: 0000018926-25-000014 · wk-form4_1741131732.xml · nonDerivative · entry 1 Ward David D. · CIK 0002044284 · EVP, Chief Tech & Prod Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,192,349 F1 · kind: Represents a grant of restricted stock (40% time-based and 60% performance-based). The time-based portion will vest in three equal annual installments beginning on March 1, 2026. Vesting of the performance-based portion is dependent upon the extent to which two three-year performance metrics are achieved, with any earned shares vesting on March 1, 2028. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 21:16 UTC | Lumen Technologies, Inc. LUMN · Entity 3749 | Tax withholdingCommon Stock | 87,376 | $4.66 | $407,172.16 |
DisclosureSEC source: 0000018926-25-000006 · wk-form4_1739567785.xml · nonDerivative · entry 1 Ward David D. · CIK 0002044284 · EVP, Chief Tech & Prod Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,458,025 F1 · kind: Shares withheld to cover the taxes due upon the vesting of equity awards. 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.