AT&T (T) executive Lori M. Lee reports share gifts and tax withholding
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
AT&T executive Lori M. Lee reported non-market share disposals involving taxes and gifts of common stock. On 2026-03-10, 1,230.676 shares were disposed at $28.98 per share as mandatory tax withholding on a distribution from a benefit plan. She also made bona fide gifts totaling 4,188 shares of common stock, including 2,094 shares from direct ownership and 2,094 shares now held indirectly by a joint trust. Following these transactions, she continues to hold AT&T shares indirectly through benefit and trust arrangements, including 8,284.819 shares via a benefit plan and 190,818 shares via a joint trust.
Positive
- None.
Negative
- None.
Insider Trade Summary
4,188 shares gifted
Mixed
5 txns
Insider
Lee Lori M
Role
Global Mktg Ofr & SEVP Intl
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock | 1,230.676 | $28.98 | $36K |
| Gift | Common Stock | 2,094 | $0.00 | -- |
| Gift | Common Stock | 2,094 | $0.00 | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 8,284.819 shares (Indirect, By Benefit Plan);
Common Stock — 0 shares (Direct)
Footnotes (1)
- Mandatory tax withholding on distribution from benefit plan. Reflects transfer of 2,094 shares owned indirectly by benefit plan to direct ownership due to distribution from benefit plan. Based on a 401(k) plan statement dated 2/28/2026.
FAQ
What insider transactions did AT&T (T) executive Lori M. Lee report?
Lori M. Lee reported non-market disposals of AT&T common stock, including mandatory tax withholding and bona fide gifts. These involved shares held through a benefit plan, direct ownership, and a joint trust on 2026-03-10.
Does the AT&T (T) Form 4 show open-market stock sales by Lori M. Lee?
No open-market buy or sell transactions are reported. The Form 4 shows a tax-withholding disposition from a benefit plan and bona fide gifts of AT&T common stock, which are non-market transfers of shares.
Are the AT&T (T) insider transactions linked to options or derivatives?
The summary of derivative positions is empty, and no option or other derivative exercises are reported. All recorded activities involve non-derivative AT&T common stock in the form of tax withholding and bona fide gifts.