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AT&T (NYSE: T) executive gains deferred stock units through benefit plan

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

AT&T INC. executive Lori M. Lee reported an acquisition of common stock-linked deferred stock units through a company benefit plan. On April 30, 2026, a grant of 304.968 units at $26.13 per share-equivalent increased her indirect holdings under the benefit plan to 8,783.509 units.

The filing also lists indirect holdings of AT&T common stock held through other vehicles, including 190,818 shares by a joint trust, 391,151 shares by a 2024 trust, and 14,299.9052 shares in a 401(k) plan based on a statement dated March 31, 2026. These are reported as ownership positions rather than new open‑market trades.

Positive

  • None.

Negative

  • None.
Insider Lee Lori M
Role Global Mktg Ofr & SEVP Intl
Type Security Shares Price Value
Grant/Award Common Stock 304.968 $26.13 $8K
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 8,783.509 shares (Indirect, By Benefit Plan)
Footnotes (1)
  1. 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. Based on a 401(k) plan statement dated 3/31/2026.
Deferred stock units granted 304.968 units Grant under benefit plan on April 30, 2026 at $26.13
Grant price per unit $26.13 per share Price for deferred stock units acquired via benefit plan
Benefit plan holdings 8,783.509 units Deferred stock units held indirectly by benefit plan after grant
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) plan holdings 14,299.9052 shares AT&T common stock in 401(k) based on March 31, 2026 statement
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
"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) financial
"Based on a 401(k) plan statement dated 3/31/2026"
A 401(k) is a type of retirement savings plan offered by employers that allows workers to set aside a portion of their paycheck before taxes are taken out. The money saved in a 401(k) can grow over time through investments, helping individuals build funds for their future retirement. It matters to investors because it provides a tax-advantaged way to save and invest for long-term financial security.
deferred stock units are settled only in stock on a 1-for-1 basis financial
"Deferred stock units are settled only in stock on a 1-for-1 basis"
Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4UNITED 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 TEXAS 75202
(City)(State)(Zip)
UNITED STATES
(Country)		2. Issuer Name and Ticker or Trading Symbol
AT&T INC. [ T ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Global Mktg Ofr & SEVP Intl
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/30/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
Common Stock04/30/2026A(1)304.968A$26.138,783.509IBy Benefit Plan
Common Stock14,299.9052(2)IBy 401(k)
Common Stock391,151IBy 2024 Trust
Common Stock190,818IBy Joint 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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. 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.
2. Based on a 401(k) plan statement dated 3/31/2026.
/s/ Johnell C. Holland, Attorney-in-fact05/04/2026
** Signature of Reporting PersonDate
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.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What did AT&T (T) executive Lori M. Lee report in this Form 4?

Lori M. Lee reported receiving 304.968 deferred stock units linked to AT&T common stock through a company benefit plan. The units were valued at $26.13 each, increasing her indirect holdings in that plan to 8,783.509 units as of the reported date.

Was this AT&T (T) Form 4 a stock purchase or sale by Lori M. Lee?

The Form 4 shows an acquisition classified as a grant or award, not an open-market purchase or sale. Lee received 304.968 deferred stock units through automatic payroll deductions and partial company matching contributions under a benefit plan, settled in stock on a 1-for-1 basis.

How many AT&T (T) shares does Lori M. Lee hold indirectly after this filing?

After the reported transactions, Lee’s indirect holdings include 190,818 shares in a joint trust, 391,151 shares in a 2024 trust, and 14,299.9052 shares in a 401(k). She also holds 8,783.509 deferred stock units in a benefit plan, each settling into one AT&T share.

What are the deferred stock units mentioned in AT&T (T) executive Lori M. Lee’s Form 4?

The deferred stock units represent stock-linked units purchased via automatic payroll deductions with partial company matching contributions. According to the filing, these units are settled only in AT&T stock on a 1-for-1 basis, meaning each unit converts into one share when distributed.

How is Lori M. Lee’s 401(k) position in AT&T (T) stock reported in this Form 4?

Her 401(k) holdings are reported as 14,299.9052 shares of AT&T common stock, held indirectly. This figure is based on a 401(k) plan statement dated March 31, 2026, and is presented as an ownership balance rather than a new transaction in the account.