AT&T executive granted 193.722 stock units
AT&T executive Lori M. Lee reported an acquisition of 193.722 deferred stock units of Common Stock at $28.99 per share through a benefit plan.
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Form Type
4
Rhea-AI Filing Summary
AT&T executive Lori M. Lee reported an acquisition of 193.722 deferred stock units of Common Stock at $28.99 per share through a benefit plan. These units, purchased via automatic payroll deductions with partial company matching, are settled 1-for-1 in AT&T stock.
After this grant, indirect holdings by the benefit plan totaled 8,478.541 shares. Additional indirect positions reported include 14,186.0965 shares held by a 401(k) account, 391,151 shares held by a 2024 Trust, and 190,818 shares held by a Joint Trust.
Insider Trade Summary
Grant/Award: 193.722 shares
Grant/Award
4 txns
Insider
Lee Lori M
Role
Global Mktg Ofr & SEVP Intl
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock | 193.722 | $28.99 | $6K |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 8,478.541 shares (Indirect, By Benefit Plan);
Common Stock — 14,186.0965 shares (Indirect, By 401(k));
Common Stock — 391,151 shares (Indirect, By 2024 Trust);
Common Stock — 190,818 shares (Indirect, By Joint Trust)
Footnotes (2)
- F1. Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis.
- F2. Based on a 401(k) plan statement dated 2/28/2026.
Key Figures
Deferred stock units granted: 193.722 units
Reference price per share: $28.99 per share
Benefit plan holdings after grant: 8,478.541 shares
+3 more
6 metrics
Deferred stock units granted
193.722 units
Grant on Common Stock via benefit plan
Reference price per share
$28.99 per share
Price associated with the 193.722-unit acquisition
Benefit plan holdings after grant
8,478.541 shares
Indirect ownership by benefit plan following transaction
401(k) plan holdings
14,186.0965 shares
Indirect 401(k) position based on 2/28/2026 statement
2024 Trust holdings
391,151 shares
Indirect holdings reported as By 2024 Trust
Joint Trust holdings
190,818 shares
Indirect holdings reported as By Joint Trust
Key Terms
deferred stock units, 401(k), benefit plan, trust
4 terms
deferred stock units financial
"Represents deferred stock units purchased by the reporting person with automatic payroll deductions"
Deferred stock units are promises from a company to give an employee shares of stock at a future date, often after certain conditions are met or after leaving the company. They function like a form of delayed compensation, allowing employees to earn shares over time. For investors, they represent potential future ownership in the company, but do not provide immediate voting rights or dividends until the shares are actually received.
401(k) financial
"Based on a 401(k) plan statement dated 2/28/2026."
A 401(k) is a type of retirement savings plan offered by employers that allows workers to set aside a portion of their paycheck before taxes are taken out. The money saved in a 401(k) can grow over time through investments, helping individuals build funds for their future retirement. It matters to investors because it provides a tax-advantaged way to save and invest for long-term financial security.
benefit plan financial
"nature_of_ownership": "By Benefit Plan""
trust financial
"nature_of_ownership": "By 2024 Trust""
A trust is a legal setup in which one party (the trustee) holds and manages assets—like cash, stocks or property—on behalf of other people (beneficiaries) according to instructions from the person who created it (the grantor). Think of it as a locked box with a keyholder who must follow written rules; for investors it matters because trusts influence who controls and benefits from assets, affect taxes and succession, and can change how quickly or transparently shares are bought, sold or voted.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did AT&T (T) executive Lori M. Lee report in this Form 4?
Lori M. Lee reported receiving 193.722 deferred stock units of AT&T Common Stock at $28.99 per share. The award was acquired through a benefit plan using automatic payroll deductions and partial company matching contributions.
How are Lori M. Lee’s deferred stock units in AT&T (T) settled?
The deferred stock units are settled only in AT&T stock on a 1-for-1 basis. This means each unit will eventually convert into one share of Common Stock when distributed under the plan’s terms.
What indirect AT&T (T) holdings does the benefit plan report after this transaction?
Following the 193.722-unit acquisition, the benefit plan reports 8,478.541 shares indirectly held for Lori M. Lee. This figure reflects accumulated deferred stock units and related contributions within that specific benefit arrangement.
What AT&T (T) holdings are reported through Lori M. Lee’s 401(k) plan?
The filing shows 14,186.0965 AT&T shares held indirectly through a 401(k) account. This amount is based on a 401(k) plan statement dated February 28, 2026, and represents retirement-plan holdings rather than direct brokerage shares.
What trust holdings of AT&T (T) stock are associated with Lori M. Lee?
The report lists 391,151 AT&T shares held indirectly by a 2024 Trust and 190,818 shares held indirectly by a Joint Trust. These positions reflect trust-owned shares associated with Lori M. Lee, rather than directly owned personal shares.
AI-generated analysis. How Rhea-AI works. Not financial advice.
