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4Accepted Sep 8, 5:05 PM ET

TDS Trustee Anthony J. Carlson Gifts 1,022 Shares

TDSTELEPHONE & DATA SYSTEMS INC /DE/

Accepted (ET)

5:05 PM

Sep 8, 2026

Filed

Sep 8, 2026

Documents

1

Size

7.5 KB

Summary

TDS Trustee Anthony J. Carlson Gifts 1,022 Shares

Updated

What Happened

  • Anthony J. Carlson, President of Array and a trustee of the TDS voting trust, reported two gift transactions on Sept 3, 2026, each transferring 511 common shares of Telephone & Data Systems, Inc. (total 1,022 shares). Each gift was reported at $0.00 per share (no cash consideration), so the reported acquisition value is $0.

Key Details

  • Transaction date: 2026-09-03 (filed with the SEC on 2026-09-08).
  • Transaction type: G (Gift). Two identical gifts of 511 shares each, total 1,022 shares.
  • Price: $0.00 per share; total reported value $0.
  • Holdings note: The filing states the shares are held via a voting trust (the trust is the record owner) and include shares held by the reporting person and family members with a pecuniary interest.
  • Additional holdings: Carlson also holds 33,769 common shares in the company’s dividend reinvestment plan (per the filing footnote).
  • Timeliness: Transaction date and filing date are shown; investors should note the filing was submitted five days after the reported transaction date.

Context

  • Gifts are transfers of ownership and do not necessarily reflect the giver’s view of the company’s prospects; they are often for estate, family, or tax-planning reasons.
  • Because the shares are held through a voting trust and involve family pecuniary interests, these holdings can reflect pooled ownership; this filing documents the transfer but does not indicate an open-market buy or sell.

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