AT&T executive receives deferred stock unit award
AT&T Inc. officer Lori M. Lee, Global Marketing Officer & SEVP International, reported an acquisition of 499.616 shares of common stock on July 31, 2026 through a benefit plan as deferred stock units at $23.25 per share.
Rhea-AI Filing Summary
AT&T Inc. officer Lori M. Lee, Global Marketing Officer & SEVP International, reported an acquisition of 499.616 shares of common stock on July 31, 2026 through a benefit plan as deferred stock units at $23.25 per share. These units were purchased via automatic payroll deductions with partial company matching contributions and are settled only in stock on a 1-for-1 basis. Following this award, she holds 9,926.969 shares indirectly through the benefit plan, 14,751.2007 shares indirectly via a 401(k) as reflected on a June 30, 2026 statement, and additional indirect holdings of 391,151 shares in a 2024 Trust and 190,818 shares in a Joint Trust.
Positive
- None.
Negative
- None.
Insider Trade Summary
Grant/Award: 499.616 shares
Grant/Award
4 txns
Insider
Lee Lori M
Role
Global Mktg Ofr & SEVP Intl
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock F1 | 499.616 | $23.25 | $12K |
| holding | Common Stock F2 | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 9,926.969 shares (Indirect, By Benefit Plan);
Common Stock — 14,751.2007 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 6/30/2026.
Key Figures
Deferred stock units acquired: 499.616 shares
Award price per unit: $23.2500 per share
Benefit plan holdings after award: 9,926.969 shares
+3 more
6 metrics
Deferred stock units acquired
499.616 shares
Grant/award acquisition on 2026-07-31 through benefit plan
Award price per unit
$23.2500 per share
Price for deferred stock units acquired on 2026-07-31
Benefit plan holdings after award
9,926.969 shares
Indirect ownership by Benefit Plan following transaction
401(k) plan holdings
14,751.2007 shares
Indirect ownership by 401(k), based on 6/30/2026 plan statement
2024 Trust holdings
391,151.0000 shares
Indirect ownership by 2024 Trust as of 2026-07-31
Joint Trust holdings
190,818.0000 shares
Indirect ownership by Joint Trust as of 2026-07-31
Key Terms
deferred stock units, 401(k) plan, Benefit Plan, 2024 Trust, +1 more
5 terms
deferred stock units financial
"Represents deferred stock units purchased by the reporting person"
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) plan financial
"Based on a 401(k) plan statement dated 6/30/2026."
A 401(k) plan is a workplace retirement account that lets employees set aside part of their pay into a tax-advantaged savings pot, often with employers adding matching contributions — like a workplace piggy bank for future income. It matters to investors because the amount people save and how employers fund these plans influence consumer spending, corporate payroll costs and the flow of money into financial markets, which can affect stock prices and company valuations.
Benefit Plan financial
"nature_of_ownership": "By Benefit Plan""
2024 Trust financial
"nature_of_ownership": "By 2024 Trust""
Joint Trust financial
"nature_of_ownership": "By Joint Trust""
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did AT&T (T) executive Lori M. Lee acquire in this Form 4?
Lori M. Lee acquired 499.616 deferred stock units of AT&T common stock on July 31, 2026 at $23.25 per share through a company benefit plan using automatic payroll deductions and partial company matching contributions.
What are Lori M. Lee’s indirect AT&T (T) holdings in retirement and trust accounts?
Lori M. Lee indirectly holds 14,751.2007 AT&T shares via a 401(k), based on a June 30, 2026 plan statement, plus 391,151 shares held by a 2024 Trust and 190,818 shares held by a Joint Trust.
How are Lori M. Lee’s AT&T (T) deferred stock units settled?
Her deferred stock units are settled only in AT&T common stock on a 1-for-1 basis. This means each deferred stock unit ultimately converts into one share of AT&T common stock when the units are distributed.
What is Lori M. Lee’s position at AT&T (T) associated with this Form 4?
Lori M. Lee is reported as a Global Marketing Officer & Senior Executive Vice President International at AT&T Inc. The Form 4 reflects equity-related activity linked to her role as a company officer.
What price is associated with Lori M. Lee’s new AT&T (T) deferred stock units?
The reported acquisition price for Lori M. Lee’s deferred stock units is $23.25 per share. The units were obtained through automatic payroll deductions with partial company matching contributions under a benefit plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
