AT&T (NYSE: T) executive exercises 18,703 RSUs, 6,921 shares withheld for tax
Rhea-AI Filing Summary
AT&T executive Lori M. Lee, Global Marketing Officer and SEVP International, exercised previously granted restricted stock units on February 13, 2026, converting 18,703 units into common stock. To satisfy tax obligations, 6,921 shares were withheld at $28.80 per share. After these transactions, she holds 60,848 AT&T common shares directly, plus indirect holdings through a 401(k), benefit plan, and family trusts, including 391,151 shares held by a 2024 Trust and 127,800 shares held by a Joint Trust.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 11,782 shares
Net Buy
7 txns
Insider
Lee Lori M
Role
Global Mktg Ofr & SEVP Intl
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units (2025) | 18,703 | $0.00 | $0.00 |
| Exercise | Common Stock | 18,703 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Common Stock | 6,921 | $28.80 | $199K |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Restricted Stock Units (2025) — 37,408 shares (Direct);
Common Stock — 60,848 shares (Direct);
Common Stock — 14,069.6002 shares (Indirect, By 401(k));
Common Stock — 11,408.995 shares (Indirect, By Benefit Plan);
Common Stock — 391,151 shares (Indirect, By 2024 Trust);
Common Stock — 127,800 shares (Indirect, By Joint Trust)
Footnotes (3)
- F1. Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. One-third of the units vests and distributes on each of 2/15/2026, 2/15/2027, and 2/15/2028. Vesting (but not distribution) is accelerated on retirement eligibility.
- F2. Mandatory tax withholding on distribution of Restricted Stock Units.
- F3. Based on a 401(k) plan statement dated 1/31/2026.
Key Figures
RSUs converted to common stock: 18,703 shares
Tax-withheld shares: 6,921 shares at $28.80 per share
Direct common stock holdings: 60,848 shares
+4 more
7 metrics
RSUs converted to common stock
18,703 shares
Restricted stock units converting into common stock on 2026-02-13
Tax-withheld shares
6,921 shares at $28.80 per share
Mandatory tax withholding on RSU distribution on 2026-02-13
Direct common stock holdings
60,848 shares
Direct AT&T common stock held after reported transactions
401(k) indirect holdings
14,069.6002 shares
Common stock held indirectly via 401(k) plan as of 1/31/2026 statement
Benefit Plan indirect holdings
11,408.9950 shares
Common stock held indirectly via benefit plan
2024 Trust indirect holdings
391,151 shares
Common stock held indirectly via 2024 Trust
Joint Trust indirect holdings
127,800 shares
Common stock held indirectly via Joint Trust
Key Terms
Restricted Stock Units, 2018 Incentive Plan, Mandatory tax withholding, 401(k), +1 more
5 terms
Restricted Stock Units financial
"Restricted stock units acquired pursuant to the 2018 Incentive Plan."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
2018 Incentive Plan financial
"Restricted stock units acquired pursuant to the 2018 Incentive Plan."
Mandatory tax withholding financial
"Mandatory tax withholding on distribution of Restricted Stock Units."
401(k) financial
"Based on a 401(k) plan statement dated 1/31/2026."
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.
vesting financial
"One-third of the units vests and distributes on each of 2/15/2026, 2/15/2027, and 2/15/2028."
Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.
FAQ
What insider transaction did AT&T (T) report for Lori M. Lee?
Lori M. Lee exercised restricted stock units, converting 18,703 units into AT&T common stock on February 13, 2026. As part of this distribution, 6,921 shares were automatically delivered to cover tax obligations associated with the vesting of these units.
What tax withholding occurred in Lori M. Lee’s AT&T (T) Form 4?
The filing shows 6,921 AT&T common shares were withheld at $28.80 per share for mandatory tax withholding. This disposition corresponds to taxes due on the distribution of restricted stock units that converted into common stock on February 13, 2026.
How do Lori M. Lee’s AT&T (T) restricted stock units vest?
Footnotes state her restricted stock units were granted under a 2018 Incentive Plan. Each unit converts into one common share, with one-third scheduled to vest and distribute on 2/15/2026, 2/15/2027, and 2/15/2028, subject to retirement-related vesting acceleration.
AI-generated analysis. How Rhea-AI works. Not financial advice.
