STOCK TITAN

AT&T (T) executive Lori M. Lee reports share gifts and tax withholding

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
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.
SEC Form 4
FORM 4 UNITED 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*
Lee Lori M

(Last) (First) (Middle)
208 S. AKARD ST.

(Street)
DALLAS TX 75202

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
AT&T INC. [ T ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Global Mktg Ofr & SEVP Intl
3. Date of Earliest Transaction (Month/Day/Year)
03/10/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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)
Code V Amount (A) or (D) Price
Common Stock 03/10/2026 F(1) 1,230.676 D $28.98 8,284.819(2) I By Benefit Plan
Common Stock 03/10/2026 G 2,094(2) D $0 0 D
Common Stock 03/10/2026 G 2,094 A $0 190,818 I By Joint Trust
Common Stock 14,186.0965(3) I By 401(k)
Common Stock 391,151 I By 2024 Trust
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)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Mandatory tax withholding on distribution from benefit plan.
2. Reflects transfer of 2,094 shares owned indirectly by benefit plan to direct ownership due to distribution from benefit plan.
3. Based on a 401(k) plan statement dated 2/28/2026.
/s/ Johnell C. Holland, Attorney-in-fact 03/11/2026
** Signature of Reporting Person Date
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.

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.

How many AT&T (T) shares were withheld for taxes in this Form 4?

The filing shows 1,230.676 AT&T common shares were disposed of at $28.98 per share for mandatory tax withholding tied to a distribution from a benefit plan, rather than an open-market sale of stock.

How many AT&T (T) shares did Lori M. Lee gift according to the Form 4?

The Form 4 reports bona fide gifts totaling 4,188 AT&T common shares. This includes 2,094 shares from direct ownership and 2,094 shares that are now held indirectly in a joint trust associated with the reporting person.

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.

What AT&T (T) share holdings remain for Lori M. Lee after these transactions?

After these transactions, reported indirect holdings include 8,284.819 AT&T shares through a benefit plan and 190,818 shares through a joint trust. Additional indirect holdings are reported via a 401(k) and a 2024 trust structure.

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.
At&T

NYSE:T

View T Stock Overview

T Rankings

T Latest News

T Latest SEC Filings

T Stock Data

191.75B
6.97B
Telecom Services
Telephone Communications (no Radiotelephone)
Link
United States
DALLAS