0001120437-23-000027.txt : 20230202
0001120437-23-000027.hdr.sgml : 20230202
20230202081435
ACCESSION NUMBER: 0001120437-23-000027
CONFORMED SUBMISSION TYPE: 5
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230202
DATE AS OF CHANGE: 20230202
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: 23578857
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
wf-form5_167534366198899.xml
FORM 5
X0306
5
2022-12-31
0
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
2022-10-16
5
G
0
10000
0
D
117029
D
Common Shares
2022-10-31
5
G
0
14000
0
D
103029
D
Common Shares
2022-12-06
5
G
0
103029
0
D
0
D
Common Shares
211758
I
By Trust
Common
78943
I
By Trust
Common Shares
2022-10-16
5
G
0
10000
0
A
10518
I
By wife
Common Shares
2022-11-07
5
G
0
2586
0
D
7932
I
By wife
Common Shares
2022-12-06
5
G
0
103029
0
A
110961
I
By wife
Common Shares
23493
I
By 401(k)
Common Shares
1759584
I
By Voting Trust
Series A Common Shares
Common Shares
1918692.0
1918692
I
By Voting Trust
Deferred Compensation
Common Shares
81757.0
81757
D
Series A Common Shares
Common Shares
11424.0
11424
I
By Trust
Series A Common Shares
Common Shares
11746.0
11746
I
By Trust
Series A Common Shares
Common Shares
297.0
297
I
By Wife
Effective 12/31/22, reporting person is no longer including shares held by grown children no longer sharing his household in his ownership totals.
Voluntary report of shares held in trust, the trustee of which is a third party and beneficiaries include reporting person's spouse and descendants
The information is based on a plan statement dated 12/31/22. The number of shares fluctuates and is attributable to the price of the shares on 12/31/22.
Reporting person is one of four trustees of a trust which is also a reporting person. The shares reported are held by respective reporting person and his family members that have a pecuniary interest in such securities. Includes 691,720 Common Shares held by a family partnership of which reporting person is a general partner.
Series A Common shares are convertible, on a share-for-share basis, into common shares.
Reporting person is one of four trustees of a trust which is also a reporting person. The shares reported are held by respective reporting person and his family members that have a pecuniary interest in such securities. Includes 753,934 Series A Common Shares held by a family partnership of which reporting person is a general partner.
Reporting person deferred bonuses pursuant to the TDS Long Term Incentive Plans. Employer matches vest ratably at a rate of 33%, 33%, 34% over three years. A total of 78,879 common share units were vested at 12/31/22.
Julie D. Mathews, by power of atty
2023-02-02