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

Lori M. Lee, Global Marketing Officer & SEVP HR&Intl at AT&T, reports changes in beneficial ownership of AT&T stock due to deferred stock unit purchases and 401(k) holdings.

Summary

• Lori M. Lee, an executive at AT&T, filed a Form 4 with the SEC detailing changes in her beneficial ownership of AT&T stock.
• The reported transactions include the acquisition of 328.5368 shares of common stock through deferred stock units purchased with payroll deductions and company matching contributions at a price of $23.73 per share on January 31, 2025.
• Lee's holdings include shares held directly, through a benefit plan, a 401(k), a 2024 Trust, and a Joint Trust.
• As of the report, Lee directly owns 49,282 shares of AT&T common stock.
• She also indirectly owns 11,558.089 shares through a benefit plan, 12,576.2084 shares through a 401(k), 391,151 shares through a 2024 Trust, and 49,030 shares through a Joint Trust.

Sentiment

Score: 5

Explanation: This is a routine disclosure of stock ownership changes, so the sentiment is neutral.

Industry Context

Form 4 filings are a routine part of regulatory compliance for corporate insiders, providing transparency into their trading activities and holdings in their company's stock. This filing indicates ongoing investment in AT&T by a key executive.

Stakeholder Impact

• The filing provides transparency to shareholders regarding the stock ownership of a key executive.

Key Dates