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AT&T (NYSE: T) EVP gains stock units in benefit plan grant

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

Rhea-AI Filing Summary

AT&T Inc. executive Lori M. Lee, Global Marketing Officer and Senior Executive Vice President – International, reported an acquisition of common stock-based deferred units through a benefit plan. On the reported date, an indirect grant of 417.392 deferred stock units was credited at a reference price of $20.70 per unit, held "By Benefit Plan." After this grant, the benefit plan position totaled 9,427.353 units, which are settled only in stock on a 1-for-1 basis and are funded by automatic payroll deductions with partial company matching contributions. The filing also lists additional indirect common stock holdings of 190,818 shares by a joint trust, 391,151 shares by a 2024 trust, and 14,722.9004 shares in a 401(k) account based on a statement dated May 29, 2026.

Positive

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Insider Lee Lori M
Role Global Mktg Ofr & SEVP Intl
Type Security Shares Price Value
Grant/Award Common Stock 417.392 $20.70 $9K
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 9,427.353 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 5/29/2026.
Deferred stock units granted 417.392 units Grant credited through benefit plan at $20.70 per unit
Reference price per unit $20.70/share Price used for benefit plan acquisition entry
Benefit plan units after grant 9,427.353 units Indirect holdings by benefit plan following acquisition
Joint trust holdings 190,818 shares Indirect AT&T common stock held by joint trust
2024 trust holdings 391,151 shares Indirect AT&T common stock held by 2024 trust
401(k) holdings 14,722.9004 shares AT&T common stock in 401(k) based on 5/29/2026 statement
deferred stock units financial
"Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions."
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 and partial company matching contributions."
partial company matching contributions financial
"Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions."
401(k) plan financial
"Based on a 401(k) plan statement dated 5/29/2026."
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.
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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)
06/30/2026		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 Stock06/30/2026A(1)417.392A$20.79,427.353IBy Benefit Plan
Common Stock14,722.9004(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 5/29/2026.
/s/ Johnell C. Holland, Attorney-in-fact07/02/2026
** 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 417.392 deferred stock units through an AT&T benefit plan. These units are tied to common stock and reflect compensation-related awards rather than an open-market stock purchase or sale.

How many AT&T (T) deferred stock units does Lori M. Lee hold after the grant?

After the reported grant, Lori M. Lee holds 9,427.353 deferred stock units through an AT&T benefit plan. These units are designed to be settled only in AT&T stock on a 1-for-1 basis at a future date.

What was the reference price for Lori M. Lee’s new AT&T (T) stock units?

The newly reported 417.392 deferred stock units were credited at a reference price of $20.70 per unit. This price is used for accounting the grant value, not necessarily an open-market transaction price.

What other indirect AT&T (T) holdings does Lori M. Lee report?

The Form 4 lists 190,818 AT&T common shares held by a joint trust, 391,151 shares held by a 2024 trust, and 14,722.9004 shares in a 401(k) account. All of these positions are reported as indirect ownership.

How are Lori M. Lee’s AT&T (T) deferred stock units funded?

According to the filing footnote, the deferred stock units are purchased with automatic payroll deductions and partial company matching contributions. They operate as compensation-linked deferrals, later settled in AT&T stock on a 1-for-1 basis.