AT&T COO acquires 482.812 deferred stock units
Rhea-AI Filing Summary
AT&T INC. (T) reports that Chief Operating Officer Jeffery S. McElfresh acquired 482.812 deferred stock units of common stock on August 31, 2026 as a grant or award through an indirect benefit plan. A footnote explains these units were purchased via automatic payroll deductions with partial company matching contributions and are settled only in stock on a 1-for-1 basis. Following this award, he indirectly holds 183,510.559 shares through the benefit plan, 9,816.071 shares indirectly through a 401(k), based on a July 31, 2026 statement, and 724,034 shares directly. No Rule 10b5-1 trading plan is indicated.
Positive
- None.
Negative
- None.
Insider Trade Summary
Grant/Award: 482.812 shares
Grant/Award
3 txns
Insider
McElfresh Jeffery S.
Role
Chief Operating Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock F1 | 482.812 | $25.89 | $13K |
| holding | Common Stock F2 | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 183,510.559 shares (Indirect, By Benefit Plan);
Common Stock — 9,816.071 shares (Indirect, By 401(k));
Common Stock — 724,034 shares (Direct)
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 7/31/2026.
Key Figures
Deferred stock units acquired: 482.812 shares
Grant valuation price: $25.89 per share
Indirect benefit plan holdings after transaction: 183,510.559 shares
+2 more
5 metrics
Deferred stock units acquired
482.812 shares
Grant or award on August 31, 2026 through a benefit plan
Grant valuation price
$25.89 per share
Value used for the August 31, 2026 deferred stock unit award
Indirect benefit plan holdings after transaction
183,510.559 shares
Indirectly held through benefit plan including deferred stock units
Indirect 401(k) holdings
9,816.071 shares
Based on a 401(k) plan statement dated July 31, 2026
Direct holdings after transaction
724,034 shares
Directly held AT&T common stock as of the filing
Key Terms
deferred stock units, automatic payroll deductions, company matching contributions, 401(k) plan, +1 more
5 terms
deferred stock units financial
"Represents deferred stock units purchased by the reporting person"
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
"purchased by the reporting person with automatic payroll deductions"
company matching contributions financial
"with automatic payroll deductions and partial company matching contributions"
401(k) plan financial
"Based on a 401(k) plan statement dated 7/31/2026"
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.
benefit plan financial
"indirectly through a benefit plan that holds deferred stock units"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did AT&T (T) disclose for Jeffery S. McElfresh?
AT&T disclosed that COO Jeffery S. McElfresh acquired 482.812 deferred stock units of common stock on August 31, 2026 as a grant or award through a company benefit plan.
How were the new AT&T (T) deferred stock units for the COO funded?
The filing states the deferred stock units were purchased with automatic payroll deductions and partial company matching contributions, and are settled only in stock on a 1-for-1 basis.
What is the reported price for the AT&T (T) deferred stock unit award?
The 482.812 deferred stock units were reported at a price of $25.89 per share, reflecting the value used for this grant or award on August 31, 2026.
What are Jeffery S. McElfresh’s indirect benefit plan holdings in AT&T (T) after this transaction?
After the August 31, 2026 award, McElfresh indirectly holds 183,510.559 shares of AT&T common stock through the benefit plan that includes these deferred stock units.
Was the AT&T (T) COO’s transaction made under a Rule 10b5-1 plan?
The document-level checkbox for Rule 10b5-1 plans is not checked, indicating the filing does not affirm that this transaction was made under a Rule 10b5-1 trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
