TDS officer receives 1,022 common shares as gifts
Rhea-AI Filing Summary
TELEPHONE & DATA SYSTEMS INC (TDS) officer Anthony J. Carlson, President of Array and trustee of the TDS voting trust, reported acquiring Common Shares on September 3, 2026 through bona fide gifts of 511 shares to his direct holdings and 511 shares held indirectly by his wife. After these transactions, he reports 33,125 Common Shares held directly, 511 Common Shares held indirectly by his wife, and 71,476 Common Shares held indirectly through a voting trust. A footnote also states he holds 33,769 Common Shares in a dividend reinvestment plan, and no Rule 10b5-1 trading plan is reported.
Positive
- None.
Negative
- None.
Insider Trade Summary
1,022 shares gifted
Gift
3 txns
Insider
Carlson Anthony J
Role
President of Array
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Shares | 511 | $0.00 | $0.00 |
| Gift | Common Shares | 511 | $0.00 | $0.00 |
| holding | Common Shares F1 | -- | -- | -- |
Holdings After Transaction:
Common Shares — 33,125 shares (Direct);
Common Shares — 511 shares (Indirect, By Wife);
Common Shares — 71,476 shares (Indirect, By Voting Trust)
Footnotes (1)
- F1. Reporting person is a member of a voting trust which is record owner of these Common Shares and which files its holdings on a form 4. The shares reported are held by respective reporting person and their family members that have a pecuniary interest in such securities. Reporting person also holds 33,769 Common Shares in the dividend reinvestment plan.
Key Figures
Shares acquired by gift (total): 1,022 shares
Direct holdings after transaction: 33,125 shares
Indirect holdings by wife after transaction: 511 shares
+3 more
6 metrics
Shares acquired by gift (total)
1,022 shares
Bona fide gifts of TDS Common Shares reported for September 3, 2026
Direct holdings after transaction
33,125 shares
TDS Common Shares held directly by Anthony J. Carlson after the gifts
Indirect holdings by wife after transaction
511 shares
TDS Common Shares held indirectly through his wife after the gifts
Indirect holdings via voting trust
71,476 shares
TDS Common Shares held indirectly through a voting trust of which he is a member
Dividend reinvestment plan holdings
33,769 shares
Additional TDS Common Shares held in a dividend reinvestment plan per footnote
Reported gift price per share
$0.00 per share
Price per share for the bona fide gifts of TDS Common Shares
Key Terms
bona fide gift, voting trust, dividend reinvestment plan
3 terms
bona fide gift financial
"transaction is characterized as a bona fide gift of Common Shares"
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
voting trust financial
"Reporting person is a member of a voting trust which is record owner"
A voting trust is an arrangement where shareholders temporarily transfer their voting rights to one or more trusted individuals (trustees) who vote on company matters on their behalf. It matters to investors because it consolidates decision-making power—like handing the car keys to a single driver for a journey—which can stabilize leadership or push through strategic plans but also reduces individual shareholders’ direct influence and can affect the company’s direction and stock value.
dividend reinvestment plan financial
"Reporting person also holds 33,769 Common Shares in the dividend reinvestment plan"
A dividend reinvestment plan lets shareholders automatically use cash dividends to buy more shares of the same company instead of receiving the money. It matters to investors because it turns regular payouts into a steady way to grow ownership and take advantage of compound returns—like having your savings automatically buy additional slices of a pie over time—while often reducing transaction costs and smoothing purchase timing.
FAQ
What insider transaction did Anthony J. Carlson report for TDS on September 3, 2026?
He reported bona fide gifts of TDS Common Shares on September 3, 2026, with 511 shares added to his direct holdings and 511 shares held indirectly through his wife, for a total of 1,022 shares acquired at a reported price of $0.00 per share.
Does this TDS Form 4 indicate use of a Rule 10b5-1 trading plan?
No. The document-level indicator shows no Rule 10b5-1 plan affirmed, and the footnotes do not state that these transactions were made under any pre-arranged trading plan.
What additional TDS holdings does the footnote disclose for Anthony J. Carlson?
A footnote states that Anthony J. Carlson also holds 33,769 TDS Common Shares in a dividend reinvestment plan, separate from the directly and indirectly held Common Shares reported in the main transaction table.
AI-generated analysis. How Rhea-AI works. Not financial advice.
