Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADTRAN Holdings, Inc.ADTN · Entity 5331 | Chief Financial Officer | January 24, 2025 | January 28, 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.
ADTRAN Holdings, Inc.
Report date January 24, 2025 · Filed January 28, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 48,195 |
Ending reported balance
After 2025-01-26 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2025-01-24 · Grant · Acquired 16,291 · Balance 37,591 F1: These shares represent the vesting of performance stock units that were awarded pursuant to a grant on May 24, 2023 under the Amended and Restated ADTRAN Holdings, Inc. 2020 Employee Stock Incentive Plan. Row 2 · 2025-01-24 · Tax withholding · Disposed 4,613 · Balance 32,978 F3: Shares delivered to the Issuer for the payment of withholding taxes due upon the vesting of previously granted performance stock units. Row 3 · 2025-01-24 · Grant · Acquired 16,384 · Balance 49,362 F2: Represents a grant of restricted stock units that vest in four equal and annual installments beginning on the first anniversary date of the grant. Remarks: Row 4 · 2025-01-26 · Tax withholding · Disposed 1,167 · Balance 48,195 F4: Shares delivered to the Issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent the vesting of performance stock units that were awarded pursuant to a grant on May 24, 2023 under the Amended and Restated ADTRAN Holdings, Inc. 2020 Employee Stock Incentive Plan.
F2: Represents a grant of restricted stock units that vest in four equal and annual installments beginning on the first anniversary date of the grant. Remarks:
F3: Shares delivered to the Issuer for the payment of withholding taxes due upon the vesting of previously granted performance stock units.
F4: Shares delivered to the Issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock units.
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 |
|---|---|---|---|---|---|---|
| January 26, 2025 Filed Jan 28, 2025 21:40 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 1,167 | $10.31 | $12,031.77 |
DisclosureSEC source: 0000950170-25-009870 · ownership.xml · nonDerivative · entry 4 Dopfer Ulrich · CIK 0001974355 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,195 F4 · kind: Shares delivered to the Issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock units. Read SEC document |
| January 24, 2025 Filed Jan 28, 2025 21:40 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 16,384 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-009870 · ownership.xml · nonDerivative · entry 3 Dopfer Ulrich · CIK 0001974355 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,362 F2 · kind: Represents a grant of restricted stock units that vest in four equal and annual installments beginning on the first anniversary date of the grant. Remarks: Read SEC document |
| January 24, 2025 Filed Jan 28, 2025 21:40 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 4,613 | $10.31 | $47,560.03 |
DisclosureSEC source: 0000950170-25-009870 · ownership.xml · nonDerivative · entry 2 Dopfer Ulrich · CIK 0001974355 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,978 F3 · kind: Shares delivered to the Issuer for the payment of withholding taxes due upon the vesting of previously granted performance stock units. Read SEC document |
| January 24, 2025 Filed Jan 28, 2025 21:40 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 16,291 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-009870 · ownership.xml · nonDerivative · entry 1 Dopfer Ulrich · CIK 0001974355 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,591 F1 · kind: These shares represent the vesting of performance stock units that were awarded pursuant to a grant on May 24, 2023 under the Amended and Restated ADTRAN Holdings, Inc. 2020 Employee Stock Incentive Plan. Read SEC document |
| May 24, 2024 Filed May 29, 2024 20:02 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 953 | $5.27 | $5,022.31 |
DisclosureSEC source: 0000950170-24-065898 · ownership.xml · nonDerivative · entry 1 Dopfer Ulrich · CIK 0001974355 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,300 F1 · kind: Shares delivered to the Issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock units. Read SEC document |
| January 26, 2024 Filed Jan 30, 2024 21:45 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 13,321 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-008903 · ownership.xml · nonDerivative · entry 1 Dopfer Ulrich · CIK 0001974355 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,253 F1 · kind: Represents a grant of restricted stock units that vest in four equal and annual installments beginning on the first anniversary date of the grant. Read SEC document |
| May 24, 2023 Filed May 25, 2023 20:09 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 8,932 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-032148 · doc4.xml · nonDerivative · entry 1 Dopfer Ulrich · CIK 0001974355 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,932 F1 · kind: Represents a grant of restricted stock units that vests in four equal annual installments beginning on the first anniversary date of the grant. 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.