TELEPHONE & DATA SYSTEMS INC /DE/·5

Jan 5, 2:39 PM ET

CARLSON LETITIA G C 5

5 · TELEPHONE & DATA SYSTEMS INC /DE/ · Filed Jan 5, 2021

Insider Transaction Report

Form 5
Period: 2020-12-31
Transactions
  • Gift

    Series A Common Shares

    2020-12-315,0822,014,698 total(indirect: By Trust)
    Common Shares (5,082 underlying)
Holdings
  • Common Shares

    (indirect: By Trust)
    1,844,252
  • Series A Common Shares

    Common Shares (1,166 underlying)
    1,166
  • Common Shares

    42,771
Footnotes (3)
  • [F1]Reporting person is one of four trustees of a voting trust which is record owner of these Common shares and which files its holdings on a form 4. Of these shares, 5,499 are owned by husband, 92,189 are held for the benefit of children, 530,567 are held in generation skipping trust, and 689,904 are held by a family partnership of which reporting person is a general partner. Reporting person disclaims beneficial ownership of shares held for the benefit of persons other than the reporting person. Includes 526,093 shares in reporting persons name.
  • [F2]Series A Common shares are convertible, on a share-for-share basis, into common shares.
  • [F3]Reporting person is one of four trustees of a voting trust which is record owner of these Series A Common shares and which files its holdings on a form 4. Of these shares, 5,984 are owned by husband, 153,058 are held for the benefit of children, and 751,789 are held by a family partnership of which reporting person is a general partner. Reporting person disclaims beneficial ownership of shares held for the benefit of persons other than the reporting person. Includes 1,103,867 shares in reporting persons name.

Documents

1 file
  • 5
    wf-form5_160987557301701.xmlPrimary

    FORM 5