Form 4 for TDS TELEPHONE & DATA SYSTEMS INC /DE/
Accepted 2026-09-08 17:03:34 ET · period of report 2026-09-03 · accession 0000901731-26-000015 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2026-09-08 17:03 | 2026-09-03 | TDS | CARLSON LEROY T JR | Vice COB, Dir | G - Gift | $0.00 | -144.6K | 253.2K | -36% | $0 |
| DMI | 2026-09-08 17:03 | 2026-09-03 | TDS | CARLSON LEROY T JR | Vice COB, Dir | G - Gift | $0.00 | +140.0K | 85.1K | New | $0 |
| DMI | 2026-09-08 17:03 | 2026-09-03 | TDS | CARLSON LEROY T JR | Vice COB, Dir | G - Gift | $0.00 | 0 | 296.91 | New | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Shares | 2026-09-03 | G | D | 144,599 | $0.00 | 253,170 | D | — | — | (F1) Reporting person, in accordance with the provisions of a Grantor Retained Annuity Trust ("GRAT"), had shares of common stock distributed from GRAT to the reporting person as an annuity payment in accordance with the terms of the GRAT. The transfer is exempt from Section 16 pursuant to Rule 16a-13 under the Exchange Act. (F2) These figures reflect a transfer of 500,000 shares to a new GRAT. The transfer is exempt from Section 16 pursuant to Rule 16A-13 under the Exchange Act. |
| 2 | Common | Common Shares | 2026-09-03 | G | A | 140,000 | $0.00 | 140,000 | I By Wife | — | — | (F3) These figures reflect a transfer of 78,521.322 shares to a new GRAT. The transfer is exempt from Section 16 pursuant to Rule 16A-13 under the Exchange Act. |
| 3 | Common | Common Shares | 2026-09-03 | G | D | 116,374.12 | $0.00 | 1,813,360 | I By Voting Trust | — | — | (F4) Reporting person is a member of the Voting Trust which separately files on Forms 4 for the issuer. The Common Shares reported are held by reporting person and his family members that have a pecuniary interest in such shares. Includes 693,778 Common Shares held by a family partnership of which reporting person is a general partner, of which 23,780 has been accumulated in dividend reinvestment. This number also includes Common Shares that the reporting person accumulates in the dividend reinvestment plan. |
| 4 | Common | Common Shares | 2026-09-03 | G | A | 116,374.12 | $0.00 | 1,813,360 | I By Voting Trust | — | — | (F4) Reporting person is a member of the Voting Trust which separately files on Forms 4 for the issuer. The Common Shares reported are held by reporting person and his family members that have a pecuniary interest in such shares. Includes 693,778 Common Shares held by a family partnership of which reporting person is a general partner, of which 23,780 has been accumulated in dividend reinvestment. This number also includes Common Shares that the reporting person accumulates in the dividend reinvestment plan. |
| 5 | Common | Common Shares | 2026-09-03 | G | D | 112,407.01 | $0.00 | 1,813,360 | I By Voting Trust | — | — | (F4) Reporting person is a member of the Voting Trust which separately files on Forms 4 for the issuer. The Common Shares reported are held by reporting person and his family members that have a pecuniary interest in such shares. Includes 693,778 Common Shares held by a family partnership of which reporting person is a general partner, of which 23,780 has been accumulated in dividend reinvestment. This number also includes Common Shares that the reporting person accumulates in the dividend reinvestment plan. |
| 6 | Common | Common Shares | 2026-09-03 | G | A | 112,407.01 | $0.00 | 1,813,360 | I By Voting Trust | — | — | (F4) Reporting person is a member of the Voting Trust which separately files on Forms 4 for the issuer. The Common Shares reported are held by reporting person and his family members that have a pecuniary interest in such shares. Includes 693,778 Common Shares held by a family partnership of which reporting person is a general partner, of which 23,780 has been accumulated in dividend reinvestment. This number also includes Common Shares that the reporting person accumulates in the dividend reinvestment plan. |
| 7 | Common | Common Shares | 2026-09-03 | G | D | 85,149.93 | $0.00 | 0 | I By 2024 Trust | — | — | (F1) Reporting person, in accordance with the provisions of a Grantor Retained Annuity Trust ("GRAT"), had shares of common stock distributed from GRAT to the reporting person as an annuity payment in accordance with the terms of the GRAT. The transfer is exempt from Section 16 pursuant to Rule 16a-13 under the Exchange Act. |
| 8 | Common | Common Shares | 2026-09-03 | G | A | 85,149.93 | $0.00 | 85,149.93 | I By Wife 2003 Trust | — | — | |
| 9 | Derivative | Series A Common Shares | 2026-09-03 | G | D | 18,279.88 | $0.00 | 0 | I By Trust | — · — to — | 18,279.88 Common Shares | (F5) Series A Common shares are convertible, on a share-for-share basis, into common shares. (F5) Series A Common shares are convertible, on a share-for-share basis, into common shares. (F5) Series A Common shares are convertible, on a share-for-share basis, into common shares. |
| 10 | Derivative | Series A Common Shares | 2026-09-03 | G | A | 18,279.88 | $0.00 | 18,279.88 | I By Wife 2003 Trust | — · — to — | 18,279.88 Common Shares | (F5) Series A Common shares are convertible, on a share-for-share basis, into common shares. (F5) Series A Common shares are convertible, on a share-for-share basis, into common shares. (F5) Series A Common shares are convertible, on a share-for-share basis, into common shares. |
| 11 | Derivative | Series A Common Shares | 2026-09-03 | G | D | 58,993.46 | $0.00 | 1,979,295 | I By Voting Trust | — · — to — | 58,993.46 Common Shares | (F5) Series A Common shares are convertible, on a share-for-share basis, into common shares. (F5) Series A Common shares are convertible, on a share-for-share basis, into common shares. (F5) Series A Common shares are convertible, on a share-for-share basis, into common shares. (F6) Reporting person is a member of the Voting Trust which separately files on Forms 4 for the issuer. The Series A shares reported are held by reporting person and his family members that have a pecuniary interest in such shares. Includes 756,363 Series A Shares held by a family partnership of which reporting person is a general partner, of which 28,075.6 has been accumulated in dividend reinvestment. This number also includes Series A Shares that the reporting person accumulates in the dividend reinvestment plan. |
| 12 | Derivative | Series A Common Shares | 2026-09-03 | G | A | 58,993.46 | $0.00 | 1,979,295 | I By Voting Trust | — · — to — | 58,993.46 Common Shares | (F5) Series A Common shares are convertible, on a share-for-share basis, into common shares. (F5) Series A Common shares are convertible, on a share-for-share basis, into common shares. (F5) Series A Common shares are convertible, on a share-for-share basis, into common shares. (F6) Reporting person is a member of the Voting Trust which separately files on Forms 4 for the issuer. The Series A shares reported are held by reporting person and his family members that have a pecuniary interest in such shares. Includes 756,363 Series A Shares held by a family partnership of which reporting person is a general partner, of which 28,075.6 has been accumulated in dividend reinvestment. This number also includes Series A Shares that the reporting person accumulates in the dividend reinvestment plan. |
| 13 | Derivative | Series A Common Shares | 2026-09-03 | G | D | 2,108.80 | $0.00 | 1,979,295 | I By Voting Trust | — · — to — | 2,108.80 Common Shares | (F5) Series A Common shares are convertible, on a share-for-share basis, into common shares. (F5) Series A Common shares are convertible, on a share-for-share basis, into common shares. (F5) Series A Common shares are convertible, on a share-for-share basis, into common shares. (F6) Reporting person is a member of the Voting Trust which separately files on Forms 4 for the issuer. The Series A shares reported are held by reporting person and his family members that have a pecuniary interest in such shares. Includes 756,363 Series A Shares held by a family partnership of which reporting person is a general partner, of which 28,075.6 has been accumulated in dividend reinvestment. This number also includes Series A Shares that the reporting person accumulates in the dividend reinvestment plan. |
| 14 | Derivative | Series A Common Shares | 2026-09-03 | G | A | 2,108.80 | $0.00 | 1,979,295 | I By Voting Trust | — · — to — | 2,108.80 Common Shares | (F5) Series A Common shares are convertible, on a share-for-share basis, into common shares. (F5) Series A Common shares are convertible, on a share-for-share basis, into common shares. (F5) Series A Common shares are convertible, on a share-for-share basis, into common shares. (F6) Reporting person is a member of the Voting Trust which separately files on Forms 4 for the issuer. The Series A shares reported are held by reporting person and his family members that have a pecuniary interest in such shares. Includes 756,363 Series A Shares held by a family partnership of which reporting person is a general partner, of which 28,075.6 has been accumulated in dividend reinvestment. This number also includes Series A Shares that the reporting person accumulates in the dividend reinvestment plan. |
| 15 | Derivative | Series A Common Shares | 2026-09-03 | G | D | 296.91 | $0.00 | 0 | I By Wife's Trust | — · — to — | 296.91 Common Shares | (F5) Series A Common shares are convertible, on a share-for-share basis, into common shares. (F5) Series A Common shares are convertible, on a share-for-share basis, into common shares. (F5) Series A Common shares are convertible, on a share-for-share basis, into common shares. |
| 16 | Derivative | Series A Common Shares | 2026-09-03 | G | A | 296.91 | $0.00 | 296.91 | I By 2003 Trust | — · — to — | 296.91 Common Shares | (F5) Series A Common shares are convertible, on a share-for-share basis, into common shares. (F5) Series A Common shares are convertible, on a share-for-share basis, into common shares. (F5) Series A Common shares are convertible, on a share-for-share basis, into common shares. |