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Altria (NYSE: MO) director adds stock and phantom units via board pay

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

KELLY ENNIS DEBRA J reported acquisition or exercise transactions in this Form 4 filing.

Altria Group, Inc. director Debra J. Kelly Ennis reported routine equity compensation and updated deferred holdings. She received a grant of 2,571 shares of common stock at an award price of $0 under the 2025 Stock Compensation Plan for Non-Employee Directors, bringing her direct common stock holdings to 79,599 shares. Her deferred and phantom interests include 31,215 phantom stock units tied 1-for-1 to Altria common stock and 73,809 deferred shares in the Stock Compensation Plan for Non-Employee Directors, with both plans reflecting additional share equivalents from reinvested dividends.

Positive

  • None.

Negative

  • None.
Insider KELLY ENNIS DEBRA J
Role null
Type Security Shares Price Value
Grant/Award Common Stock 2,571 $0.00 --
holding Phantom Stock Units -- -- --
Holdings After Transaction: Common Stock — 79,599 shares (Direct, null); Phantom Stock Units — 31,215 shares (Direct, null)
Footnotes (1)
  1. Stock awarded under the 2025 Stock Compensation Plan for Non-Employee Directors. Includes 73,809 deferred shares held in the Stock Compensation Plan for Non-Employee Directors, including an increase of 4,731 shares acquired through the reinvestment of dividends since May 15, 2025, the date of the last reportable transaction. Phantom stock units convert to the cash value of the issuer's common stock on a 1-for-1 basis. The participant will receive distributions of phantom stock units in cash either prior to or following termination of service as a member of the issuer's board of directors, as elected by the participant. Share equivalents held in the Deferred Fee Plan for Non-Employee Directors. This total includes 2,001 share equivalents acquired through the reinvestment of dividends since May 15, 2025, the date of the last reportable transaction.
Common stock award 2,571 shares Grant under 2025 Stock Compensation Plan for Non-Employee Directors at $0
Direct common stock holdings 79,599 shares Shares directly owned after the reported award
Phantom stock units 31,215 units Units tied 1-for-1 to Altria common stock, payable in cash
Deferred shares in stock plan 73,809 shares Deferred shares in Stock Compensation Plan for Non-Employee Directors
Dividend reinvestment increase (deferred shares) 4,731 shares Additional deferred shares from dividend reinvestment since May 15, 2025
Dividend reinvestment increase (fee plan equivalents) 2,001 share equivalents Additional share equivalents in Deferred Fee Plan from dividend reinvestment
Phantom Stock Units financial
"Phantom stock units convert to the cash value of the issuer's common stock on a 1-for-1 basis."
Phantom stock units are company promises that pay a cash or stock-equivalent award tied to the firm’s share price or value growth, but they do not issue actual shares. Think of them as a bonus check that moves with the stock like a mirror rather than handing over an ownership slice. Investors care because these awards can affect a company’s future cash obligations, executive incentives and reported expenses without causing share dilution.
2025 Stock Compensation Plan for Non-Employee Directors financial
"Stock awarded under the 2025 Stock Compensation Plan for Non-Employee Directors."
Stock Compensation Plan for Non-Employee Directors financial
"Includes 73,809 deferred shares held in the Stock Compensation Plan for Non-Employee Directors, including an increase of 4,731 shares acquired..."
Deferred Fee Plan for Non-Employee Directors financial
"Share equivalents held in the Deferred Fee Plan for Non-Employee Directors."
Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
KELLY ENNIS DEBRA J
(Last)(First)(Middle)
6601 W BROAD ST
(Street)
RICHMOND VIRGINIA 23230
(City)(State)(Zip)
UNITED STATES
(Country)		2. Issuer Name and Ticker or Trading Symbol
ALTRIA GROUP, INC. [ MO ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/14/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock05/14/2026A2,571(1)A$079,599(2)D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Phantom Stock Units(3) (4) (4)Common Stock31,21531,215(5)D
Explanation of Responses:
1. Stock awarded under the 2025 Stock Compensation Plan for Non-Employee Directors.
2. Includes 73,809 deferred shares held in the Stock Compensation Plan for Non-Employee Directors, including an increase of 4,731 shares acquired through the reinvestment of dividends since May 15, 2025, the date of the last reportable transaction.
3. Phantom stock units convert to the cash value of the issuer's common stock on a 1-for-1 basis.
4. The participant will receive distributions of phantom stock units in cash either prior to or following termination of service as a member of the issuer's board of directors, as elected by the participant.
5. Share equivalents held in the Deferred Fee Plan for Non-Employee Directors. This total includes 2,001 share equivalents acquired through the reinvestment of dividends since May 15, 2025, the date of the last reportable transaction.
Remarks:
Mary C. Bigelow for Debra J. Kelly-Ennis05/18/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR