0001120437-19-000004.txt : 20190108 0001120437-19-000004.hdr.sgml : 20190108 20190108132906 ACCESSION NUMBER: 0001120437-19-000004 CONFORMED SUBMISSION TYPE: 5 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190108 DATE AS OF CHANGE: 20190108 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: 19515458 MAIL ADDRESS: STREET 1: C/O TDS 30 N LASALLE STREET STREET 2: STE 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 X0306 5 2018-12-31 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 48623 D Common Shares 1965722 I By Voting Trust Series A Common shares Common Shares 1189 1189 D Series A Common Shares Common Shares 2272654 2272543 I By Voting Trust Series A Common shares are convertible, on a share-for-share basis, into 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, 130,023 are held for the benefit of children, 7,770 are held by wife, and 688,689 are held by family partnership of which reporting person is a general partner. Includes 27,024 shares that reporting person is trustee of trusts which his children beneficially own the shares in the trusts. Reporting person disclaims beneficial ownership of shares held for benefit of persons other than the reporting person. The remaining shares include 318,677 in GRAT's name and 793,539 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, 150,068 are held for the benefit of children, 719,659 are held by a family limited partnership, and 750,355 are held by family partnership of which reporting person is a general partner. Includes 29,189 that reporting person is trustee of trusts which his children beneficially own the shares in the trusts. Reporting person disclaims beneficial ownership of the shares held for the benefit of persons other than the reporting person. The remaining shares include 350,000 owned by GRAT and 273,272 shares in the individuals reporting person's name. Julie D. Mathews, by power of atty 2019-01-08