-----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, TPty9UyBOrq3S8qg4F8zGnew/vR0IR3NDbbw02KhIhz/ieZf3cUMM7FcVQSvOiWY qJBeJ3WJaHP2o+2yyQf0Nw== 0001120437-09-000016.txt : 20090128 0001120437-09-000016.hdr.sgml : 20090128 20090128101553 ACCESSION NUMBER: 0001120437-09-000016 CONFORMED SUBMISSION TYPE: 5 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20081231 FILED AS OF DATE: 20090128 DATE AS OF CHANGE: 20090128 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 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: CARLSON WALTER CD CENTRAL INDEX KEY: 0001230118 FILING VALUES: FORM TYPE: 5 SEC ACT: 1934 Act SEC FILE NUMBER: 001-14157 FILM NUMBER: 09550015 BUSINESS ADDRESS: STREET 1: TDS STREET 2: 30 N LASALLE ST., STE 4000 CITY: CHICAGO STATE: IL ZIP: 60602 BUSINESS PHONE: 3126301900 MAIL ADDRESS: STREET 1: C/O TDS 30 N LASALLE STREET STREET 2: STE 4000 CITY: CHICAGO STATE: IL ZIP: 60602 5 1 edgar.xml PRIMARY DOCUMENT X0303 5 2008-12-31 0 0 0001051512 TELEPHONE & DATA SYSTEMS INC /DE/ TDS 0001230118 CARLSON WALTER CD 30 N. LASALLE ST., STE. 4000 CHICAGO IL 60602 1 0 0 0 Common Shares 5911.44 D Special Common Shares 8784.19 D Special Common Shares 2008-05-30 5 J 0 250000 D 1896585.19 I By Voting Trust Special Common Shares 2008-05-30 5 J 0 250000 A 1896585.19 I By Voting Trust Special Common Shares 2008-09-22 5 J 0 250000 D 1896585.19 I By Voting Trust Special Common Shares 2008-09-22 5 J 0 250000 A 1896585.19 I By Voting Trust Series A Common shares Common or Special Common Shares 891.36 891.36 D Series A Common Shares 2008-05-30 5 J 0 250000 D Common or Special Common shares 1910978.33 1910978.33 I By Voting Trust Series A Common Shares 2008-05-30 5 J 0 250000 A Common or Special Common Shares 1910978.33 1910978.33 I By Voting Trust Series A Common Shares 2008-09-22 5 J 0 250000 D Common or Special Common Shares 1910978.33 1910978.33 I By Voting Trust Series A Common Shares 2008-09-22 5 J 0 250000 A Common or Special Common Shares 1910978.33 1910978.33 I By Voting Trust Series A Common Shares 2008-12-29 5 G 0 2406 D Common or Special Common Shares 1910978.33 1910978.33 I By Voting Trust Series A Common shares are convertible, on a share-for-share basis, into common or special common shares. Reporting person is one of four trustees which is record owner of these shares and while files its holdings on forms 4. Of these shares, 108,583.55 (including 7,328.55 shares acquired pursuant to a dividend reinvestment plan) are held as custodian for children, 7770 are held by wife and 686,533.82 (including 16,536.82 acquired pursuant to a dividend reinvestment plan) are held by family partnership of which reporting person is a general partner. Reporting person disclaims beneficial ownerhip of the shares owned by wife and the shares held as custodian for children. The remaining shares include 500,000 owned by two GRAT's, 86,915.624 shares acquired pursuant to a dividend reinvestment plan and 521,175.33 in the individual reporting person's name. Reporting person is one of four trustees which is record owner of these shares and while files its holdings on forms 4. Of these shares, 108,725.38 (7470.38 including shares acquired pursuant to a dividend reinvestment plan) are held as custodian for children, 7770 are held by wife and 685,143.16 (including 15,146.16 acquired pursuant to a dividend reinvestment plan) are held by family partnership of which reporting person is a general partner. Reporting person disclaims beneficial ownerhip of the shares owned by wife and the shares held as custodian for children. The remaining shares include 500,000 owned by two GRAT's, 73,771.32 shares acquired pursuant to a dividend reinvestment plan amd 521,175.33 in the individuals reporting person's name.. On May 30, 2008, the reporting person transferred voting trust certificates representing 250,000 special common shares and 250,000 Series A Common shares from reporting person individually into reporting person's Grantor Retained Annuity Trust (GRAT). The reporting person previously reported all securities held in his name. Accordingly, the transfer of voting trust certificates did not result in any change in the number of securities reported as beneficially owned by the reporting person. On September 22, 2008, the reporting person transferred voting trust certificates representing 250,000 special common shares and 250,000 Series A Common shares from reporting person individually into reporting person's Grantor Retained Annuity Trust (GRAT). The reporting person previously reported all securities held in his name. Accordingly, the transfer of voting trust certificates did not result in any change in the number of securities reported as beneficially owned by the reporting person. Julie D. Mathews, by power of atty 2009-01-28 -----END PRIVACY-ENHANCED MESSAGE-----