Key facts
- This page summarizes VOTING TRUST's Form 5 filing for TELEPHONE & DATA SYSTEMS INC /DE/ (TDS).
- 2 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 17 Jan 2025, 17:51.
VOTING TRUST - 31 Dec 2024 Form 5 Insider Report for TELEPHONE & DATA SYSTEMS INC /DE/ (TDS)
- Reporting relationship
- 10%+ Owner
- Issuer ticker
- TDS
- Reported as of
- 31 Dec 2024
- Net transaction value
- $0
- SEC form
- 5
- Accepted by SEC
- 17 Jan 2025, 17:51:26 UTC
- Prior SEC filing
- 19 Jan 2023
- Source filing
- View source filing
- Reporting owner signature
- Julie D. Mathews, by power of atty
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
VOTING TRUST filed Form 5 for TELEPHONE & DATA SYSTEMS INC /DE/ (TDS) on 17 Jan 2025.
Change
- Previous filing in this sequence was filed on 19 Jan 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
Official SEC source
View source filing
Ownership activity is grounded in SEC Form 5 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
TDS
transaction
Common
Deposit into or withdrawal from voting trust
- Transaction value
- $0
- Shares
- -10,257
- Change %
- -0.16%
- Price
- $0.000000
- Shares after
- 6,298,354
- Date
- 16 Oct 2024
- Ownership
- By Voting Trust
- Footnotes
- F1, F2, F3
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
TDS
transaction
Derivative
Series A Common Shares
Deposit into or withdrawal from voting trust
- Transaction value
- $0
- Shares
- -13,715
- Change %
- -0.19%
- Price
- $0.000000
- Shares after
- 7,206,296
- Date
- 16 Oct 2024
- Ownership
- By Voting Trust
- Underlying class
- Common Shares
- Underlying amount
- 13,715
- Exercise price
- Footnotes
- F1, F3, F4, F5
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 5 footnotes
Footnote F1
Withdraw of shares by voting trust holder
Footnote F2
Includes 700,513 Common Shares acquired pursuant to a dividend reinvestment plan, of which 23,579 were acquired through dividend reinvestment during 2024.
Footnote F3
The trustees of the Voting Trust are Walter C. D. Carlson, Letitia G. Carlson, Prudence Carlson and Anthony J. M. Carlson. The Voting Trust entered into as of June 30, 1989 expires on June 30, 2035. The Voting Trust was created to facilitate long-standing relationships among the trusts certificate holders. In addition, the trustees of the Voting Trust, from time to time, commit on behalf of certain depositors in the Voting Trust dividends which would otherwise be paid to the Voting trustees and distributed to such depositors to the purchase of shares of the Company's Series A or common stock under the dividend reinvestment plan. The shares so purchased are held for the account of the Voting trustees on behalf of such depositors and are included herein. The filing of this statement shall not be construed as an admission that any voting trustee is for the purpose of Section 16 of the Act, the beneficial owner of any equity securities covered hereby.
Footnote F4
Series A Common shares are convertible, on a share-for-share basis, into common shares.
Footnote F5
Includes 956,353 Series A Common Shares acquired pursuant to a dividend reinvestment plan, of which 28,935 were acquired through dividend reinvestment during 2024.