Jeffrey K. Storey - 31 Dec 2021 Form 5 Insider Report for Lumen Technologies, Inc. (LUMN)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
5
Accepted by SEC
11 Feb 2022, 16:20:56 UTC
Prior SEC filing
26 May 2021
Next SEC filing
01 Mar 2022
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Gary Maxwell Cox, attorney-in-fact for Jeffrey K. Storey

Key filing fact

Jeffrey K. Storey filed Form 5 for Lumen Technologies, Inc. (LUMN) on 11 Feb 2022.

Key facts

  • This page summarizes Jeffrey K. Storey's Form 5 filing for Lumen Technologies, Inc. (LUMN).
  • 4 reported transactions and 0 derivative rows are listed below.
  • Accepted by SEC: 11 Feb 2022, 16:20.

Change

  • Previous filing in this sequence was filed on 26 May 2021.
  • 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

Official SEC source

Ownership activity is grounded in SEC Form 5 disclosures.

View source filing

Reported non-derivative transactions

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

LUMN transaction

Common Stock

Gift

Transaction value
$0
Shares
-930,000
Change %
-21%
Price
$0.000000
Shares after
3,597,319
Date
27 Oct 2021
Ownership
Direct
Footnotes
F1
LUMN transaction

Common Stock

Gift

Transaction value
$0
Shares
+930,000
Change %
Price
$0.000000
Shares after
930,000
Date
27 Oct 2021
Ownership
By Spouse
Footnotes
F1
LUMN transaction

Common Stock

Gift

Transaction value
$0
Shares
-784,000
Change %
-22%
Price
$0.000000
Shares after
2,813,319
Date
05 Nov 2021
Ownership
Direct
Footnotes
F2
LUMN transaction

Common Stock

Gift

Transaction value
$0
Shares
-783,999
Change %
-84%
Price
$0.000000
Shares after
146,001
Date
05 Nov 2021
Ownership
By Spouse
Footnotes
F3
LUMN holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
7,102
Date
31 Dec 2021
Ownership
By 401(k)
LUMN holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
261,333
Date
31 Dec 2021
Ownership
By JS 2021 Trust
Footnotes
F3
LUMN holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
261,333
Date
31 Dec 2021
Ownership
By RS 2021 Trust
Footnotes
F3
LUMN holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
261,333
Date
31 Dec 2021
Ownership
By SM 2021 Trust
Footnotes
F3
LUMN holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
784,000
Date
31 Dec 2021
Ownership
By SLS 2021 Trust
Footnotes
F2
* 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

Represents a gift of securities by the Reporting Person to the Reporting Person's spouse.

Footnote F2

Represents a gift of shares from the Reporting Person to a family trust for the benefit of his spouse and her children, for which his spouse serves as sole trustee.

Footnote F3

Represents a gift of shares from the Reporting Person's spouse to three separate trusts, each of which is for the benefit of one of their children. The Reporting Person serves as sole trustee for each of the three trusts.

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