SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549 |
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SCHEDULE 13G
(Rule 13d-102) |
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INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT
TO RULES 13d-1(b), (c) AND (d) AND AMENDMENTS THERETO FILED
PURSUANT TO RULE 13d-2(b)
(Amendment No. 8)1 |
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Telephone and Data Systems, Inc. |
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(Name of Issuer) |
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Common Shares, $0.01 par value |
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(Title of Class of Securities) |
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879433100 |
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(CUSIP Number) |
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December 31, 2001 |
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(Date of Event Which Requires Filing of this Statement) |
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13G
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CUSIP NO. 879433100 Page 2 of 5 Pages
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1 NAME OF REPORTING PERSON
I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)
Trustees under The Voting Trust under Agreement dated June 30, 1989
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2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a)[x]
(b)[ ]
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3 SEC USE ONLY
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4 CITIZENSHIP OR PLACE OF ORGANIZATION
United States
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NUMBER OF 5 SOLE VOTING POWER
SHARES
BENEFICIALLY Not Applicable
OWNED BY ----------------------------------------
EACH 6 SHARED VOTING POWER - 6,300,672
REPORTING Series A Common Shares which have
PERSON ten votes per share on all matters
WITH and are convertible on a share-for-
share basis into Common Shares, and
are held by the reporting persons
as trustees of a Voting Trust.
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7 SOLE DISPOSITIVE POWER
Not Applicable
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8 SHARED DISPOSITIVE POWER
Not Applicable
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9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
Same as 6
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10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES*
Not Applicable
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11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) - Reporting persons
beneficially own approximately 93.0% of the Series A Common Shares of
the Issuer, representing approximately 10.8% of the Issuer's
outstanding classes of Common Stock and 52.7% of the Issuer's voting
power in matters other than the election of directors.1 The holders of
Series A Common Shares (together with holders of outstanding Preferred
Shares) are entitled to elect eight of the twelve directors of the
Issuer.
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12 TYPE OF REPORTING PERSON*
OO
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*SEE INSTRUCTIONS BEFORE FILLING OUT!
1 Based on 51,791,295 TDS Common Shares, 6,778,174 Series A Common Shares and
74,423 Preferred Shares issued and outstanding on December 31, 2001
Schedule 13G
Issuer: Telephone and Data Systems, Inc.
Page 3 of 5 |
Item 1. |
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(a) |
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Name of Issuer: |
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Telephone and Data Systems, Inc |
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(b) |
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Address of Issuer's Principal Executive Offices: |
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30 North LaSalle Street
Suite 4000
Chicago, Illinois 60602 |
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Item 2. |
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(a) |
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Name of Person Filing: |
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The Trustees of the Voting Trust under Agreement dated June 30, 1989:
LeRoy T. Carlson, Jr.
Walter C.D. Carlson
Letitia G.C. Carlson
Prudence E. Carlson |
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(b) |
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Address of Principal Business Office or, if None, Residence: |
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c/o Telephone and Data Systems, Inc.
30 North LaSalle Street
Suite 4000
Chicago, Illinois 60602 |
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(c) |
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Citizenship: |
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See cover page, item 4 |
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(d) |
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Title of Class of Securities: |
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Common Shares, $0.01 par value |
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(e) |
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CUSIP Number: |
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879433100 |
Item 3. |
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If This Statement is Filed Pursuant to Rule 13d-1(b), or 13d-2(b) or
(c), Check Whether the Person Filing is a: |
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Not Applicable |
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Item 4. |
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Ownership |
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(a) |
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Amount Beneficially Owned: |
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See cover page, item 6 |
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(b) |
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Percent of Class: |
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See cover page, item 11 |
Schedule 13G
Issuer: Telephone and Data Systems, Inc.
Page 4 of 5 |
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(c) |
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Number of share as to which such person has: |
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(i) |
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Sole power to vote or to direct the vote: |
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Not Applicable |
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(ii) |
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Shared power to vote or to direct the vote: |
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See cover page, item 6 |
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(iii) |
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Sole power to dispose or to direct the disposition of: |
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Not Applicable |
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(iv) |
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Shared power to dispose or to direct the disposition of: |
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Not Applicable |
Item 5. |
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Ownership of Five Percent or Less of a Class. |
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Not Applicable |
Item 6. |
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Ownership of More than Five Percent on Behalf of Another Person. |
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Not Applicable |
Item 7. |
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Identification and Classification of the Subsidiary
which Acquired the Security Being Reported on By the Parent Holding Company or Control Person. |
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Not Applicable |
Item 8. |
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Identification and Classification of Members of the Group. |
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(i) |
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Identification: |
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The Trustees of the Voting Trust under Agreement dated June 30, 1989:
LeRoy T. Carlson, Jr.
Walter C.D. Carlson
Letitia G.C. Carlson
Prudence E. Carlson
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(ii) |
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Classification: |
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None of the members of the group is a person identified
under Item 3 of Schedule 13G |
Item 9. |
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Notice of Dissolution of Group. |
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Not Applicable |
Item 10. |
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Certifications. |
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Not Applicable |
Schedule 13G
Issuer: Telephone and Data Systems, Inc.
Page 5 of 5 |
SIGNATURE |
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After reasonable inquiry and
to the best of my knowledge and belief, I certify that the information set
forth in this statement is true, complete and correct. |
Date: January 22, 2002 |
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TRUSTEES OF THE VOTING TRUST UNDER AGREEMENT
DATED JUNE 30, 1989 |
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/s/ Walter C.D.Carlson* |
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Walter C.D.Carlson |
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/s/ Letitia G.C. Carlson* |
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Letitia G.C. Carlson |
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/s/ Prudence E. Carlson* |
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Prudence E. Carlson |
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/s/ LeRoy T. Carlson, Jr. |
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LeRoy T. Carlson, Jr. |
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*By /s/ LeRoy T. Carlson, Jr. |
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LeRoy T. Carlson, Jr.
Attorney-in-Fact for above Trustees* |
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*Pursuant to previously filed Joint Filing
Agreement and Power of Attorney |
Signature Page to Amendment No. 8 to the Amended and Restated Schedule 13G
relating to the direct beneficial ownership in the Common Shares of
Telephone and Data Systems, Inc. by the Voting Trust. |