AT&T (T) exec Lori Lee reports bona fide gifts of common stock
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
AT&T Inc. executive Lori M. Lee, Global Marketing Officer and SEVP International, reported bona fide gifts of 60,924 shares of common stock from a direct holding and 60,924 shares from a joint trust on February 18, 2026, both at a stated price of $0.00 per share. Following these gifts, she reports no directly held shares, but continues to report indirect ownership, including 188,724 shares held by a joint trust, 391,151 shares held by a 2024 trust, and additional shares in a 401(k) plan and benefit plan, with the 401(k) balance based on a plan statement dated January 31, 2026.
Positive
- None.
Negative
- None.
Insider Trade Summary
121,848 shares gifted
Mixed
5 txns
Insider
Lee Lori M
Role
Global Mktg Ofr & SEVP Intl
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock | 60,924 | $0.00 | -- |
| Gift | Common Stock | 60,924 | $0.00 | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 0 shares (Direct);
Common Stock — 188,724 shares (Indirect, By Joint Trust)
Footnotes (1)
- [object Object]
FAQ
What insider transaction did Lori M. Lee report for AT&T (T)?
Lori M. Lee reported two bona fide gifts of AT&T common stock, each involving 60,924 shares. One gift came from a direct holding and the other from a joint trust, both dated February 18, 2026, at a reported price of $0.00 per share.
What do the indirect AT&T (T) holdings in trusts and plans represent?
Indirect holdings represent AT&T shares held for Lori M. Lee through entities like a joint trust, a 2024 trust, a 401(k) plan, and a benefit plan. The Form 4 lists each as indirect ownership, distinguishing them from shares once held directly in her name.
What does the bona fide gift code mean in AT&T (T) insider filings?
The bona fide gift code on the AT&T Form 4 indicates shares were transferred as a genuine gift, not sold for cash. In Lori M. Lee’s case, both 60,924-share transactions are classified as gift transfers, consistent with non-sale, no-price dispositions.