AT&T executive receives stock units via benefit plan
AT&T Inc. executive Lori M. Lee, Global Marketing Officer and SEVP International, reported an acquisition of common stock-linked deferred stock units through a benefit plan.
Rhea-AI Filing Summary
AT&T Inc. executive Lori M. Lee, Global Marketing Officer and SEVP International, reported an acquisition of common stock-linked deferred stock units through a benefit plan. She received 226.452 units at $24.80 per unit, held indirectly via a benefit plan and funded by automatic payroll deductions with partial company matching contributions. These deferred stock units are settled only in stock on a 1-for-1 basis, and the filing also lists indirect holdings in joint and 2024 trusts and a 401(k) plan.
Positive
- None.
Negative
- None.
Insider Trade Summary
Grant/Award: 226.452 shares
Grant/Award
4 txns
Insider
Lee Lori M
Role
Global Mktg Ofr & SEVP Intl
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock | 226.452 | $24.80 | $6K |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 9,009.961 shares (Indirect, By Benefit Plan);
Common Stock — 14,585.1471 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 4/30/2026.
Key Figures
Deferred stock units acquired: 226.452 units
Unit value: $24.80 per unit
Benefit plan holdings after transaction: 9,009.961 units
+3 more
6 metrics
Deferred stock units acquired
226.452 units
Benefit plan grant on 2026-05-29
Unit value
$24.80 per unit
Value for deferred stock units acquired
Benefit plan holdings after transaction
9,009.961 units
Deferred stock units held indirectly by benefit plan
Joint trust holdings
190,818 shares
AT&T common stock held indirectly by joint trust
2024 trust holdings
391,151 shares
AT&T common stock held indirectly by 2024 trust
401(k) holdings
14,585.1471 units
Common stock units in 401(k) based on 4/30/2026 statement
Key Terms
deferred stock units, automatic payroll deductions, company matching contributions, 401(k) plan
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.
automatic payroll deductions financial
"purchased by the reporting person with automatic payroll deductions and partial company matching contributions"
company matching contributions financial
"automatic payroll deductions and partial company matching contributions"
401(k) plan financial
"Based on a 401(k) plan statement dated 4/30/2026"
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.
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 deferred stock units tied to AT&T common stock through a benefit plan. The filing also updates her indirect holdings in a joint trust, a 2024 trust, and a 401(k) plan, all invested in AT&T stock.
How many AT&T deferred stock units did Lori M. Lee acquire?
She acquired 226.452 deferred stock units linked to AT&T common stock. These units were credited to a benefit plan account and are settled only in stock on a 1-for-1 basis when distributed, according to the filing’s footnote disclosure.
At what price were Lori M. Lee’s AT&T deferred stock units recorded?
The deferred stock units were recorded at $24.80 per unit. This price applies to the 226.452 units acquired in the benefit plan and reflects the value used in the plan accounting for this reported transaction on the referenced date.
How were the new AT&T deferred stock units funded for Lori M. Lee?
The filing states the units were purchased with automatic payroll deductions plus partial company matching contributions. This indicates the acquisition arose from a compensation-related benefit plan rather than open-market purchases by Lori M. Lee personally.
What indirect AT&T holdings does Lori M. Lee report through trusts?
The Form 4 lists 190,818 AT&T common shares held by a joint trust and 391,151 shares held by a 2024 trust. Both positions are reported as indirect ownership, reflecting shares associated with Lori M. Lee through these trust arrangements.
What does the Form 4 show about Lori M. Lee’s AT&T 401(k) holdings?
The filing reports 14,585.1471 AT&T common stock units held indirectly through a 401(k) plan. A footnote notes this balance is based on a 401(k) plan statement dated 4/30/2026, providing the latest available plan-based holding figure.
AI-generated analysis. How Rhea-AI works. Not financial advice.
