person · Reporting owner
Ergen Two-Year December 2022 SATS GRAT
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EchoStar CORPSATS · Entity 3188 | 10% owner | December 21, 2023 | December 22, 2023 |
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 December 21, 2023 · Filed December 22, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 5,181,574 |
Reported balance
After 2023-12-21 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-12-21 · Gift · Disposed 8,718,426 · Balance 5,181,574 F1: The holder of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F2: On December 21, 2022, Mr. Charles W. Ergen established the Ergen Two-Year December 2022 SATS GRAT (the "2022 December GRAT") and contributed a total of 13,900,000 Class B shares to such trust. Pursuant to the terms of the 2022 December GRAT, 8,718,426 Class B shares were distributed as an annuity payment to Mr. Ergen on December 21, 2023, with the 2022 December GRAT retaining 5,181,574 Class B shares. The 2022 December GRAT is scheduled to expire in accordance with its terms on December 21, 2024. Mrs. Cantey M. Ergen serves as the trustee of the 2022 December GRAT. |
Filing footnotes · ownership attribution and instrument terms
F1: The holder of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration.
F2: On December 21, 2022, Mr. Charles W. Ergen established the Ergen Two-Year December 2022 SATS GRAT (the "2022 December GRAT") and contributed a total of 13,900,000 Class B shares to such trust. Pursuant to the terms of the 2022 December GRAT, 8,718,426 Class B shares were distributed as an annuity payment to Mr. Ergen on December 21, 2023, with the 2022 December GRAT retaining 5,181,574 Class B shares. The 2022 December GRAT is scheduled to expire in accordance with its terms on December 21, 2024. Mrs. Cantey M. Ergen serves as the trustee of the 2022 December 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 |
|---|---|---|---|---|---|---|
| December 21, 2023 Filed Dec 22, 2023 16:13 UTC | EchoStar CORP SATS · Entity 3188 | GiftClass B Common Stock · Derivative | 8,718,426 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-128802 · tm2333599-2_4seq1.xml · derivative · entry 1 Ergen Two-Year December 2022 SATS GRAT · CIK 0001959780 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,181,574 Underlying: Class A Common Stock · 8,718,426 shares Expires not disclosed F1 · derivative.exercise_price: The holder of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F2 · kind: On December 21, 2022, Mr. Charles W. Ergen established the Ergen Two-Year December 2022 SATS GRAT (the "2022 December GRAT") and contributed a total of 13,900,000 Class B shares to such trust. Pursuant to the terms of the 2022 December GRAT, 8,718,426 Class B shares were distributed as an annuity payment to Mr. Ergen on December 21, 2023, with the 2022 December GRAT retaining 5,181,574 Class B shares. The 2022 December GRAT is scheduled to expire in accordance with its terms on December 21, 2024. Mrs. Cantey M. Ergen serves as the trustee of the 2022 December GRAT. F1 · derivative.exercise_date: The holder of Class B shares may elect to convert any or all of their 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 their Class B shares into an equal number of Class A shares at any time for no additional consideration. F2 · ownership.direct: On December 21, 2022, Mr. Charles W. Ergen established the Ergen Two-Year December 2022 SATS GRAT (the "2022 December GRAT") and contributed a total of 13,900,000 Class B shares to such trust. Pursuant to the terms of the 2022 December GRAT, 8,718,426 Class B shares were distributed as an annuity payment to Mr. Ergen on December 21, 2023, with the 2022 December GRAT retaining 5,181,574 Class B shares. The 2022 December GRAT is scheduled to expire in accordance with its terms on December 21, 2024. Mrs. Cantey M. Ergen serves as the trustee of the 2022 December 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.