Form 4: AT&T Executive Lori M. Lee Reports Changes in Beneficial Ownership

Lori M. Lee, Global Marketing Officer & SEVP HR & International at AT&T, reports changes in beneficial ownership of AT&T Inc. stock, including acquisitions and disposals via gift and holdings in various trusts and plans.

Summary

• Lori M. Lee, an executive at AT&T Inc., filed a Form 4 with the SEC detailing changes in her beneficial ownership of the company's stock.
• The report indicates that on February 19, 2025, Lee disposed of 49,243 shares of common stock as a gift.
• On the same date, she acquired 49,243 shares of common stock as a gift.
• Following these transactions, Lee directly owns 0 shares and indirectly owns 98,273 shares through a joint trust.
• She also holds shares indirectly through a 401(k) plan (12,576.2084 shares), a benefit plan (11,557.0889 shares), and a 2024 trust (391,151 shares).

Sentiment

Score: 5

Explanation: This is a neutral filing, simply reporting transactions. It doesn't inherently indicate positive or negative sentiment about the company's performance.

Industry Context

This filing is a routine disclosure required by the SEC for corporate insiders, providing transparency into their trading activities and ownership positions in the company.

Stakeholder Impact

• The filing provides transparency to shareholders regarding the trading activities of company insiders.
• It helps maintain investor confidence by ensuring compliance with SEC regulations.

Key Dates

Keywords

beneficial ownership, Form 4, AT&T, stock, SEC, Lee, equity