person · Reporting owner
Ergen Two-Year June 2023 DISH GRAT
Disclosed activity across 2 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EchoStar CORPSATS · Entity 3188 | 10% owner | June 26, 2024 | June 28, 2024 |
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.
EchoStar CORP
Report date June 26, 2024 · Filed June 28, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 15,104,784 |
Reported balance
After 2024-06-26 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-06-26 · Gift · Disposed 16,298,707 · Balance 15,104,784 F1: The holder of Class B shares may elect to convert any or all of its Class B shares into an equal number of Class A shares at any time for no additional consideration. F2: Pursuant to the terms of the Ergen Two-Year June 2023 DISH GRAT (the "2023 June GRAT"), 16,298,707 Class B shares were distributed as an annuity to Mr. Ergen on June 26, 2024. Following this distribution, the 2023 June GRAT beneficially owns 15,104,784 Class B shares. The 2023 June GRAT is scheduled to expire in accordance with its terms on June 26, 2025. Mrs. Cantey M. Ergen serves as the Trustee of such GRAT. |
Filing footnotes · ownership attribution and instrument terms
F1: The holder of Class B shares may elect to convert any or all of its Class B shares into an equal number of Class A shares at any time for no additional consideration.
F2: Pursuant to the terms of the Ergen Two-Year June 2023 DISH GRAT (the "2023 June GRAT"), 16,298,707 Class B shares were distributed as an annuity to Mr. Ergen on June 26, 2024. Following this distribution, the 2023 June GRAT beneficially owns 15,104,784 Class B shares. The 2023 June GRAT is scheduled to expire in accordance with its terms on June 26, 2025. Mrs. Cantey M. Ergen serves as the Trustee of such GRAT.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
DISH Network CORP
Report date December 31, 2023 · Filed January 03, 2024
Section 16 reporting ended · disclosed 2024-01-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-12-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-12-31 · Disposition to issuer · Disposed 89,500,000 · Balance 0 F1: The holder of Class B shares may elect to convert any or all of its Class B shares into an equal number of Class A shares at any time for no additional consideration. F2: Pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of October 2, 2023 ("Merger Agreement"), by and between the Issuer, EchoStar Corporation, a Nevada corporation ("EchoStar") and EAV Corp., a Nevada corporation and a wholly owned direct subsidiary of EchoStar ("Merger Sub"), on December 31, 2023, Merger Sub merged with and into the Issuer with the Issuer surviving the merger as a wholly owned subsidiary of EchoStar (the "Merger"). Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each share of Class B Common Stock, par value $0.01 per share, of the Issuer ("Issuer Class B Common Stock") held by the Reporting Person was converted into the right to receive 0.350877 shares of Class B Common Stock, par value $0.001 per share, of EchoStar ("EchoStar Class B Common Stock"). F3: On June 23, 2023, Mr. Charles W. Ergen established the Ergen Two-Year June 2023 DISH GRAT (the "2023 June GRAT") and contributed a total of 89,500,000 Class B shares to such GRAT. The 2023 June GRAT is scheduled to expire in accordance with its terms on June 23, 2025. Mrs. Cantey M. Ergen serves as the trustee of the 2023 June GRAT. |
Filing footnotes · ownership attribution and instrument terms
F1: The holder of Class B shares may elect to convert any or all of its Class B shares into an equal number of Class A shares at any time for no additional consideration.
F2: Pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of October 2, 2023 ("Merger Agreement"), by and between the Issuer, EchoStar Corporation, a Nevada corporation ("EchoStar") and EAV Corp., a Nevada corporation and a wholly owned direct subsidiary of EchoStar ("Merger Sub"), on December 31, 2023, Merger Sub merged with and into the Issuer with the Issuer surviving the merger as a wholly owned subsidiary of EchoStar (the "Merger"). Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each share of Class B Common Stock, par value $0.01 per share, of the Issuer ("Issuer Class B Common Stock") held by the Reporting Person was converted into the right to receive 0.350877 shares of Class B Common Stock, par value $0.001 per share, of EchoStar ("EchoStar Class B Common Stock").
F3: On June 23, 2023, Mr. Charles W. Ergen established the Ergen Two-Year June 2023 DISH GRAT (the "2023 June GRAT") and contributed a total of 89,500,000 Class B shares to such GRAT. The 2023 June GRAT is scheduled to expire in accordance with its terms on June 23, 2025. Mrs. Cantey M. Ergen serves as the trustee of the 2023 June GRAT.
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 |
|---|---|---|---|---|---|---|
| June 26, 2024 Filed Jun 28, 2024 20:38 UTC | EchoStar CORP SATS · Entity 3188 | GiftClass B Common Stock · Derivative | 16,298,707 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-018455 · form4-06282024_080612.xml · derivative · entry 1 Ergen Two-Year June 2023 DISH GRAT · CIK 0001983723 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,104,784 Underlying: Class A Common Stock · 16,298,707 shares Expires not disclosed F1 · derivative.exercise_price: The holder of Class B shares may elect to convert any or all of its Class B shares into an equal number of Class A shares at any time for no additional consideration. F2 · kind: Pursuant to the terms of the Ergen Two-Year June 2023 DISH GRAT (the "2023 June GRAT"), 16,298,707 Class B shares were distributed as an annuity to Mr. Ergen on June 26, 2024. Following this distribution, the 2023 June GRAT beneficially owns 15,104,784 Class B shares. The 2023 June GRAT is scheduled to expire in accordance with its terms on June 26, 2025. Mrs. Cantey M. Ergen serves as the Trustee of such GRAT. F1 · derivative.exercise_date: The holder of Class B shares may elect to convert any or all of its Class B shares into an equal number of Class A shares at any time for no additional consideration. F1 · derivative.expiration_date: The holder of Class B shares may elect to convert any or all of its Class B shares into an equal number of Class A shares at any time for no additional consideration. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 19:31 UTC | DISH Network CORP DISH · Entity 95602 | Disposition to issuerClass B Common Stock · Derivative | 89,500,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-000407 · form4-01042024_120144.xml · derivative · entry 1 Ergen Two-Year June 2023 DISH GRAT · CIK 0001983723 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 89,500,000 shares Expires not disclosed F1 · derivative.exercise_price: The holder of Class B shares may elect to convert any or all of its Class B shares into an equal number of Class A shares at any time for no additional consideration. F2 · price: Pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of October 2, 2023 ("Merger Agreement"), by and between the Issuer, EchoStar Corporation, a Nevada corporation ("EchoStar") and EAV Corp., a Nevada corporation and a wholly owned direct subsidiary of EchoStar ("Merger Sub"), on December 31, 2023, Merger Sub merged with and into the Issuer with the Issuer surviving the merger as a wholly owned subsidiary of EchoStar (the "Merger"). Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each share of Class B Common Stock, par value $0.01 per share, of the Issuer ("Issuer Class B Common Stock") held by the Reporting Person was converted into the right to receive 0.350877 shares of Class B Common Stock, par value $0.001 per share, of EchoStar ("EchoStar Class B Common Stock"). F1 · derivative.exercise_date: The holder of Class B shares may elect to convert any or all of its Class B shares into an equal number of Class A shares at any time for no additional consideration. F1 · derivative.expiration_date: The holder of Class B shares may elect to convert any or all of its Class B shares into an equal number of Class A shares at any time for no additional consideration. F3 · ownership.direct: On June 23, 2023, Mr. Charles W. Ergen established the Ergen Two-Year June 2023 DISH GRAT (the "2023 June GRAT") and contributed a total of 89,500,000 Class B shares to such GRAT. The 2023 June GRAT is scheduled to expire in accordance with its terms on June 23, 2025. Mrs. Cantey M. Ergen serves as the trustee of the 2023 June GRAT. 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.