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AT&T (T) exec Lori Lee reports bona fide gifts of common stock

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
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.
SEC Form 4
FORM 4 UNITED 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 TX 75202

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
AT&T INC. [ T ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Global Mktg Ofr & SEVP Intl
3. Date of Earliest Transaction (Month/Day/Year)
02/18/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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)
Code V Amount (A) or (D) Price
Common Stock 02/18/2026 G 60,924 D $0 0 D
Common Stock 02/18/2026 G 60,924 A $0 188,724 I By Joint Trust
Common Stock 14,069.6002(1) I By 401(k)
Common Stock 11,408.995 I By Benefit Plan
Common Stock 391,151 I By 2024 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)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Based on a 401(k) plan statement dated 1/31/2026.
/s/ Johnell C. Holland, Attorney-in-fact 02/20/2026
** Signature of Reporting Person Date
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.

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.

Did AT&T (T) executive Lori M. Lee sell any shares in this Form 4?

No sales were reported. The Form 4 shows two transactions coded as bona fide gifts of AT&T common stock. These are classified as disposals by gift transfer, not open-market sales, and were reported at a price of $0.00 per share.

How many AT&T (T) shares did Lori M. Lee report gifting?

She reported bona fide gifts of 60,924 AT&T common shares from a direct holding and 60,924 shares from a joint trust. Each transaction is separately listed, with both dated February 18, 2026, and reported with no cash consideration per share.

What AT&T (T) shares does Lori M. Lee report owning after these gifts?

After the gifts, Lori M. Lee reports no directly held shares, but several indirect positions. These include shares held by a joint trust, a 2024 trust, a 401(k) plan based on a January 31, 2026 statement, and a separate benefit plan account.

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.
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