-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, V2XxSTJ6QnS6DNIzJ36aJgRrL5Z7X5t+yVvb2CSR4oproYUowBgi9kdSjk7t1Ibo lHGchLBfVc9NaGWy9cBs5g== 0001120437-05-000026.txt : 20050125 0001120437-05-000026.hdr.sgml : 20050125 20050125125603 ACCESSION NUMBER: 0001120437-05-000026 CONFORMED SUBMISSION TYPE: 5 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20041231 FILED AS OF DATE: 20050125 DATE AS OF CHANGE: 20050125 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: CARLSON LEROY T JR CENTRAL INDEX KEY: 0000901731 FILING VALUES: FORM TYPE: 5 SEC ACT: 1934 Act SEC FILE NUMBER: 001-14157 FILM NUMBER: 05546594 BUSINESS ADDRESS: BUSINESS PHONE: 3126301900 MAIL ADDRESS: STREET 1: C/O TDS STREET 2: 30 N. LASALLE ST #4000 CITY: CHICAGO STATE: IL ZIP: 60602 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: TELEPHONE & DATA SYSTEMS INC /DE/ CENTRAL INDEX KEY: 0001051512 STANDARD INDUSTRIAL CLASSIFICATION: TELEPHONE COMMUNICATIONS (NO RADIO TELEPHONE) [4813] IRS NUMBER: 362669023 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 30 NORTH LASALLE STREET STREET 2: STE 4000 CITY: CHICAGO STATE: IL ZIP: 60602 BUSINESS PHONE: 3126301900 MAIL ADDRESS: STREET 1: 30 NORTH LASALLE STREET STREET 2: STE 4000 CITY: CHICAGO STATE: IL ZIP: 60602 5 1 edgar.xml PRIMARY DOCUMENT X0202 5 2004-12-31 0 0 0001051512 TELEPHONE & DATA SYSTEMS INC /DE/ TDS 0000901731 CARLSON LEROY T JR 30 N. LASALLE ST., STE. 4000 CHICAGO IL 60602 1 1 0 0 President and CEO Common Shares 2004-12-31 5 J 0 .8 A 87.8 D Common Shares 2004-12-31 5 J 0 10.7 A 1145.4 I By wife Common Shares 2004-12-31 5 J 0 355.09 A 7622.94 I By 401K plan Option (Right to buy) 38.12 1995-12-15 2005-12-15 Common Shares 3614 3614 D Option (Right to buy) 47.60 1996-12-15 2006-12-15 Common Shares 13233 13233 D Option (Right to buy) 43.88 1997-12-15 2007-12-15 Common Shares 11770 11770 D Option (Right to buy) 39.75 1998-12-15 2008-06-22 Common Shares 27300 27300 D Option (Right to buy) 43.75 2007-11-05 Common Shares 54600 54600 D Option (Right to buy) 66.75 1999-12-15 2009-04-30 Common Shares 27850 27850 D Option (Right to buy) 105.13 2000-12-15 2010-05-05 Common Shares 32000 32000 D Option (Right to buy) 121.12 2010-09-16 Common Shares 56720 56720 D Option (Right to buy) 99.44 2001-12-15 2011-04-30 Common Shares 29429 29429 D Option (Right to buy) 60.20 2002-12-15 2012-08-19 Common Shares 68215 68215 D Option (Right to buy) 52.92 2003-12-15 2013-07-03 Common Shares 65567 65567 D Option (Right to buy) 66.00 2004-12-15 2014-05-08 Common Shares 67540 67540 D Series A Common Shares 2004-11-22 5 G 0 292 D Common Shares 1809490.1 1809490.1 I By Voting Trust Series A Common shares 2004-12-31 5 J 0 2506.4 A Common Shares 1809490.1 1809490.1 I By Voting Trust Deferred Compensation 2004-12-31 5 J 0 77 A Common Shares 12045.164 12045.164 D Series A Common shares are convertible, on a share-for-share basis, into common. Reporting person is one of four trustees which is record owner of these shares which files its holdings on forms 4. Of these shares, 82,979.9 (including 15,513.9 acquired in dividend reinvestment) are held as custodian for children and 8,989.7 (including 1032.7 acquired in dividend reinvestment) are held by spouse. 862,693 are owned by family partnership and 679,898.7 (including 9901.7 acquired in dividend reinvestment) shares are held by a family partnership of which reporting person is a general partner. Of the remaining shares, 2658.7 were earned pursuant to a dividend reinvestment plan. Reporting person disclaims beneficial ownership of shares owned by wife and as custodian for children. Reporting person deferred 1998 bonus pursuant to the TDS 1998 Long Term Incentive Plan. The deferred bonus was 2284.36 shares and the employer match was 662.46 shares which vests ratably at a rate of 33%, 33%, 34% on 12/31/99, 12/31/00 and 12/31/01. Reporting person deferred 2000 bonus and received 2773.16 shares in deferred bonus and 804.22 shares in employer match with vests ratably at 33%, 33%, 34% on 12/31/01, 12/31/02, 12/31/03. Reporting person deferred 2002 bonus and received 4204.45 shares in deferred bonus and 1051.114 in employer match which vests ratably at 33%, 33%, 34% in 12/31/03, 12/31/04 and 12/31/05. In prior years, reporting person had accumulated 188.4 in dividend reinvestment shares, including the 2004 dividend reinvestment, the reporting person now has 265.4 shares in dividend reinvestment. Granted under the TDS 1998 Long Term Incentive Plan. The option is exercisable with respect to 18,200 common shares on 12/15/98, 12/15/99 and on 12/15/00 for a total of 54,600. Granted under the TDS 1998 Long Term Incentive Plan. The option is exercisable with respect to 14,180 common shares on 12/15/01, 12/15/02, 12/15/03 and 12/15/04 for a total of 56,720 common shares. Voluntary reporting of shares acquired in 2004 in the TDS 401K. The information is based on a plan statement dated 12/31/04. The number of shares fluctuates and is attributable to the price of the shares on 12/31/04. Voluntary reporting of shares acquired through dividend reinvestment in 2004. Reporting person was granted 13,114 common shares of which 9,500 were previously exercised. Julie D. Mathews, by power of atty 2005-01-25 -----END PRIVACY-ENHANCED MESSAGE-----