AT&T COO acquires 2,690 shares via benefit plan
Accepted by SEC EDGAR
Learn about SEC filing dates
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
4
Rhea-AI Filing Summary
AT&T INC. Chief Operating Officer Jeffery S. McElfresh acquired 2,690.0530 shares of common stock on July 31, 2026 at $23.2500 per share, representing deferred stock units purchased through automatic payroll deductions and partial company matching. These units, settled only in stock on a 1-for-1 basis, are held indirectly via a benefit plan, bringing that position to 183,027.7470 shares, alongside 9,705.7861 shares in a 401(k) plan and 724,034.0000 shares held directly.
Insider Trade Summary
Grant/Award: 2,690.053 shares
Grant/Award
1 txn
Insider
McElfresh Jeffery S.
Role
Chief Operating Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock F1 | 2,690.053 | $23.25 | $63K |
| Holding | Common Stock F2 | -- | -- | -- |
| Holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 183,027.747 shares (Indirect, By Benefit Plan);
Common Stock — 9,705.7861 shares (Indirect, By 401(k));
Common Stock — 724,034 shares (Direct)
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
Shares acquired via benefit plan: 2690.0530 shares
Acquisition price: 23.2500 per share
Benefit plan holdings after transaction: 183027.7470 shares
+2 more
5 metrics
Shares acquired via benefit plan
2690.0530 shares
Deferred stock units representing common stock acquired on 2026-07-31
Acquisition price
23.2500 per share
Price associated with deferred stock units acquired on 2026-07-31
Benefit plan holdings after transaction
183027.7470 shares
Indirect holdings by benefit plan following the acquisition
401(k) plan holdings
9705.7861 shares
Indirect holdings by 401(k), based on a plan statement dated 6/30/2026
Directly held common stock
724034.0000 shares
Direct AT&T common stock holdings reported as of 2026-07-31
Key Terms
deferred stock units, automatic payroll deductions, partial company matching contributions, 401(k) plan statement
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
"Represents deferred stock units purchased by the reporting person with automatic payroll deductions"
partial company matching contributions financial
"with automatic payroll deductions and partial company matching contributions"
401(k) plan statement financial
"Based on a 401(k) plan statement dated 6/30/2026"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What stock units did AT&T (T) COO Jeffery S. McElfresh acquire on July 31, 2026?
He acquired 2,690.0530 deferred stock units representing AT&T common stock at $23.2500 per share. The units were purchased through automatic payroll deductions with partial company matching and are held indirectly via a benefit plan, settling only in stock on a 1-for-1 basis.
What is the nature of the deferred stock units reported for AT&T (T)?
The filing describes them as deferred stock units purchased with automatic payroll deductions and partial company matching contributions. According to the disclosure, these units are settled only in stock on a 1-for-1 basis, effectively tracking AT&T common shares.
How are Jeffery S. McElfresh’s AT&T (T) 401(k) holdings presented in this filing?
The report lists 9,705.7861 shares of AT&T common stock held indirectly by 401(k). A footnote explains this amount is based on a 401(k) plan statement dated 6/30/2026, indicating it is shown as an updated holding rather than a new acquisition.
Were the AT&T (T) COO’s July 31, 2026 transactions reported under a Rule 10b5-1 plan?
The document-level Rule 10b5-1 checkbox is not marked as affirmative, and no footnote states that the July 31, 2026 acquisition occurred under a Rule 10b5-1 trading plan, so the transactions are not described as pre-arranged under such a plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
