Form 4: Prudence Carlson Files SEC Form 4

Sentiment:

Statement of Changes in Beneficial Ownership


Prudence E. Carlson, a Director at Telephone & Data Systems Inc., reported a transaction involving 2,905 common shares acquired on May 21, 2026.

Summary

  • Prudence E. Carlson, a Director at Telephone & Data Systems Inc. (TDS), filed a Form 4 statement detailing changes in beneficial ownership.
  • On May 21, 2026, Carlson acquired 2,905 common shares at a price of $41.20 per share, pursuant to a compensation plan for non-employee directors.
  • Following this transaction, Carlson's total beneficial ownership stands at 308,539 common shares.
  • This total includes 49,851 shares held through dividend reinvestment.
  • Additionally, Carlson is a trustee of a voting trust that holds 1,634,964 common shares, and the filing notes that these shares are held by the reporting person and family members with a pecuniary interest.
  • The filing also specifies that 693,751 shares are held by a family partnership where Carlson is a general partner, with 23,754 of these accumulated through dividend reinvestment.
  • Further, Carlson holds 33,637 common shares directly within the dividend reinvestment plan.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral, as it represents a routine disclosure of insider share acquisition under a director compensation plan without significant new strategic information.

Positives

  • Acquisition of 2,905 common shares by a Director, indicating continued investment or compensation in the company.
  • The acquisition was made under a compensation plan for non-employee directors, suggesting a standard practice for director remuneration.
  • Significant beneficial ownership of 308,539 shares by Prudence E. Carlson, demonstrating a substantial personal stake in the company.

Future Outlook

The filing does not contain specific forward-looking statements or guidance. It primarily reports on past transactions and current beneficial ownership.

Industry Context

StockSavvy.ai notes that Form 4 filings are standard disclosures for insider transactions, providing transparency into the holdings and activities of company directors and officers. This filing indicates a routine acquisition of shares by a director under a compensation plan.

Corporate Governance

Change TypeDescriptionEffective DateImpact Assessment
Power of AttorneyPrudence E. Carlson granted a power of attorney to Elsa Ansani, Deborah Friedman, and John M. Toomey to act on her behalf for SEC filings, including obtaining EDGAR credentials, managing EDGAR accounts, and signing SEC Forms (3, 4, 5, 144).03/18/2026Facilitates efficient and compliant filing of SEC documents by authorized individuals, ensuring timely reporting of ownership changes.

Related Party Transactions

  • Acquisition of 2,905 common shares by Director Prudence E. Carlson pursuant to a compensation plan for non-employee directors.

Stakeholder Impact

  • Shareholders: Increased transparency regarding director's shareholdings and transactions.
  • Management: Confirmation of director compensation structure and adherence to reporting requirements.
  • Employees: Indirect impact through the company's governance and director compensation practices.

Key Dates

DateDescription
05/21/2026Transaction Date for acquisition of common shares.
05/26/2026Date of signature for the Form 4 filing.
03/18/2026Date of signature for the Power of Attorney document.

Keywords

SEC Form 4, Insider Transaction, Beneficial Ownership, Telephone & Data Systems Inc., TDS, Director, Common Shares, Compensation Plan, Dividend Reinvestment, Voting Trust, Family Partnership

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