AT&T executive awarded stock units via plan
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.
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
- None.
Negative
- None.
Insider Trade Summary
Grant/Award: 417.392 shares
Grant/Award
4 txns
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);
Common Stock — 14,722.9004 shares (Indirect, By 401(k));
Common Stock — 391,151 shares (Indirect, By 2024 Trust);
Common Stock — 190,818 shares (Indirect, By Joint Trust)
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 5/29/2026.
Key Figures
Deferred stock units granted: 417.392 units
Reference price per unit: $20.70/share
Benefit plan units after grant: 9,427.353 units
+3 more
6 metrics
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
Key Terms
deferred stock units, automatic payroll deductions, partial company matching contributions, 401(k) plan
4 terms
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.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
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.
AI-generated analysis. How Rhea-AI works. Not financial advice.
