Prudence E. Carlson - 30 Jun 2023 Form 4 Insider Report for TELEPHONE & DATA SYSTEMS INC /DE/ (TDS)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
05 Jul 2023, 16:20:38 UTC
Prior SEC filing
18 May 2023
Next SEC filing
08 Aug 2023
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
Julie D. Mathews, by power of atty

Key filing fact

Prudence E. Carlson filed Form 4 for TELEPHONE & DATA SYSTEMS INC /DE/ (TDS) on 05 Jul 2023.

Key facts

  • This page summarizes Prudence E. Carlson's Form 4 filing for TELEPHONE & DATA SYSTEMS INC /DE/ (TDS).
  • 2 reported transactions and 2 derivative rows are listed below.
  • Accepted by SEC: 05 Jul 2023, 16:20.

Change

  • Previous filing in this sequence was filed on 18 May 2023.
  • Current net transaction value: $0.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

TDS transaction

Common Shares

Gift

Transaction value
$0
Shares
-798,734
Change %
-34%
Price
$0.000000
Shares after
1,582,674
Date
30 Jun 2023
Ownership
By Voting Trust
Footnotes
F1, F2

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

TDS transaction Derivative

Series A Common Shares

Gift

Transaction value
$0
Shares
-100,000
Change %
-50%
Price
$0.000000
Shares after
99,821
Date
30 Jun 2023
Ownership
Direct
Underlying class
Common Shares
Underlying amount
100,000
Exercise price
Footnotes
F1, F3
TDS holding Derivative

Series A Common Shares

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
100,000
Date
30 Jun 2023
Ownership
By Spouse
Underlying class
Common Shares
Underlying amount
100,000
Exercise price
Footnotes
F3
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote F1

Gift to spouse

Footnote F2

Reporting person is one of four trustees of a voting trust which is record owner of these Common Shares and which files its holdings on a form 4. The shares reported are held by respective reporting person and her family members that have a pecuniary interest in such securities. Reporting person already reports spouse's ownership in the Voting Trust. Accordingly the gift did not result in a change in the number of securities reported as beneficially owned by reporting person. Includes 691,720 Common Shares held by a family partnership of which reporting person is a general partner.

Footnote F3

Series A Common shares are convertible on a share for share basis into Common.

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