-----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, QW2CmYtMTnRTLqZnajPnbShpEf68mVkN7XoYo7pM0Z72hPlagf7VBCEoNgJ/H/ad xmkudj6F7xu3MthKwPAkOw== 0000913115-96-000002.txt : 19960216 0000913115-96-000002.hdr.sgml : 19960216 ACCESSION NUMBER: 0000913115-96-000002 CONFORMED SUBMISSION TYPE: SC 13G/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 19960213 SROS: AMEX SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: TELEPHONE & DATA SYSTEMS INC CENTRAL INDEX KEY: 0000096966 STANDARD INDUSTRIAL CLASSIFICATION: TELEPHONE COMMUNICATIONS (NO RADIO TELEPHONE) [4813] IRS NUMBER: 362669023 STATE OF INCORPORATION: IA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-14157 FILM NUMBER: 96517184 BUSINESS ADDRESS: STREET 1: 30 NORTH LASALLE STREET SUITE 400 CITY: CHICAGO STATE: IL ZIP: 60602 BUSINESS PHONE: 6088288324 MAIL ADDRESS: STREET 1: 30 NORTH LASALLE STREE SUITE 400 CITY: CHICAGO STATE: IL ZIP: 60602 FORMER COMPANY: FORMER CONFORMED NAME: TELEPHONE SYSTEMS INC STOCK OPTION PLANS DATE OF NAME CHANGE: 19741118 FORMER COMPANY: FORMER CONFORMED NAME: TELEPHONE SYSTEMS INC DATE OF NAME CHANGE: 19740509 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: TELEPHONE & DATA SYSTEMS INC VOTING TRUST 1989 CENTRAL INDEX KEY: 0000913115 STANDARD INDUSTRIAL CLASSIFICATION: UNKNOWN SIC - 0000 [0000] IRS NUMBER: 366125594 STATE OF INCORPORATION: IA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A BUSINESS ADDRESS: STREET 1: C/O TELEPHONE & DATA SYSTEMS INC STREET 2: 30 NORTH LA SALLE STREET, SUITE 4000 CITY: CHICAGO STATE: IL ZIP: 60602 BUSINESS PHONE: 6088288324 MAIL ADDRESS: STREET 1: C/O TELEPHONE & DATA SYSTEMS INC STREET 2: PO BOX 628010 CITY: MIDDLETON STATE: WI ZIP: 53562-8010 SC 13G/A 1 OMB APPROVAL OMB Number: 3235-0145 Expires: December 31, 1997 Estimated average burden hours per form. . . . . 14.90 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2 to the Amended and Restated Schedule 13G)* Telephone and Data Systems, Inc. - ------------------------------------------------------------------------------- (Name of Issuer) Common Shares, $1.00 par value - ------------------------------------------------------------------------------- (Title of Class of Securities) 87943310 _______________________________________________________________ (CUSIP Number) Check the following box if a fee is being paid with the statement ___. (A fee is not required only if the filing person: (1) has a previous statement on file reporting beneficial ownership of more than five percent of the class of securities described in Item 1; and (2) has filed no amendment subsequent thereto reporting beneficial ownership of five percent or less of such class.) (See Rule 13d-7). * The remainder of this cover page shall be filed out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior cover page. The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). SEC 1745 (2/92) Page 1 of 5 13G CUSIP NO. 87943310 Page 2 of 5 Pages --------------------- ----- ----- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON The Voting Trust under Agreement dated June 30, 1989 36-2669023 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) _X_ (b) ___ 3 SEC USE ONLY 4 CITIZENSHIP OR PLACE OF ORGANIZATION United States 5 SOLE VOTING POWER - 6,269,174.2 - This amount consists of Series A Common Shares which have ten votes per share on all matters and are NUMBER OF convertible on a share-for-share SHARES basis into Common Shares, and are held by the BENEFICIALLY reporting persons as trustees of a OWNED BY Voting Trust (see Item 2 for further EACH explanation). REPORTING PERSON 6 SHARED VOTING POWER WITH Same as 5. 7 SOLE DISPOSITIVE POWER Same as 5. 8 SHARED DISPOSITIVE POWER Same as 5. 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON Same as 5. 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES* N/A 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) - Reporting persons beneficially own approximately 90.9% of the Series A Common Shares of the Issuer, representing approximately 10.7% of the Issuer's outstanding classes of Common Shares and 69.2% of the Issuer's voting power.1 12 TYPE OF REPORTING PERSON* OO *SEE INSTRUCTIONS BEFORE FILLING OUT! Page 2 of 5 pages 1 Based on 51,621,438 TDS Common Shares and 6,893,102 Series A Common Shares issued and outstanding on December 31, 1995. Schedule 13G Issuer: Telephone and Data Systems, Inc. Page 3 of 5 Item 1. (a) Name of Issuer: Telephone and Data Systems, Inc. (b) Address of Issuers's Principal Executive Offices: 30 North LaSalle Street Suite 4000 Chicago, Illinois 60602 Item 2. (a) Name of Person Filing: The Voting Trust under Agreement dated June 30, 1989 (b) Address of Principal Business Office: c/o Telephone and Data Systems, Inc. 30 North LaSalle Street Suite 4000 Chicago, Illinois 60602 (c) Citizenship: United States (d) Title of Class of Securities: Common Shares, $1.00 par value. (e) CUSIP Number: 87943310 Item 3. (a) - (h) Not Applicable. Item 4. Ownership (a) Amount Beneficially Owned as of December 31, 1995: See cover page, row 5. Schedule 13G Issuer: Telephone and Data Systems, Inc. Page 4 of 5 (b) Percent of Class: See cover page, row 11. (c) Number of shares as to which such person has: (i) Sole power to vote or to direct the vote: See cover page, row 5. (ii) Shared power to vote or to direct the vote: See cover page, row 5. (iii) Sole power to dispose or to direct the disposition of: See cover page, row 5. (iv) Shared power to dispose or to direct the disposition of: See cover page, row 5. Item 5. Ownership of Five Percent or Less of a Class. Not Applicable. Item 6. Ownership of More than Five Percent on Behalf of Another Person. Not Applicable. Item 7. Identification and Classification of the Subsidiary which Acquired the Security Being Reported on By the Parent Holding Company. Not Applicable. Item 8. Identification and Classification of Members of the Group. Not Applicable. Item 9. Notice of Dissolution of Group. Not Applicable. Schedule 13G Issuer: Telephone and Data Systems, Inc. Page 5 of 5 SIGNATURE After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. Date: February 9, 1996 The Voting Trust under Agreement dated June 30, 1989 By: /s/ LeRoy T. Carlson, Jr. _____________________________________ LeRoy T. Carlson, Jr. Title: A Trustee Signature Page to Amendment No. 2 to the Amended and Restated Schedule 13G relating to the direct beneficial ownership in the Common Shares of Telephone and Data Systems, Inc. by the Voting Trust. -----END PRIVACY-ENHANCED MESSAGE-----