LUCZO STEPHEN J

SEC source: 0000732717-26-000315 · form4.xml · derivative · entry 3

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Benefit Plan

Disclosed balance after: 145,464.1927

Underlying: Common Stock · 1,715.7077 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.exercise_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.expiration_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

SEC source: 0000732717-26-000283 · form4.xml · derivative · entry 3

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Benefit Plan

Disclosed balance after: 143,748.485

Underlying: Common Stock · 6,763.285 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.exercise_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.expiration_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

SEC source: 0000732717-26-000252 · form4.xml · derivative · entry 3

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Benefit Plan

Disclosed balance after: 136,985.2

Underlying: Common Stock · 9,274.1935 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.exercise_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.expiration_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

SEC source: 0000732717-26-000225 · form4.xml · derivative · entry 3

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Benefit Plan

Disclosed balance after: 127,711.0065

Underlying: Common Stock · 1,342.0356 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.exercise_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.expiration_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

SEC source: 0000732717-26-000102 · form4.xml · derivative · entry 3

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Benefit Plan

Disclosed balance after: 126,368.9709

Underlying: Common Stock · 1,323.9222 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.exercise_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.expiration_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

SEC source: 0000732717-25-000190 · form4.xml · derivative · entry 3

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Benefit Plan

Disclosed balance after: 125,045.0487

Underlying: Common Stock · 1,386.4749 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.exercise_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.expiration_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

SEC source: 0000732717-25-000100 · form4.xml · derivative · entry 3

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Benefit Plan

Disclosed balance after: 123,658.5738

Underlying: Common Stock · 1,239.3771 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.exercise_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.expiration_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

SEC source: 0001127602-25-018624 · form4.xml · derivative · entry 3

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Benefit Plan

Disclosed balance after: 122,419.1967

Underlying: Common Stock · 5,701.4513 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.exercise_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.expiration_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

SEC source: 0001127602-25-016485 · form4.xml · derivative · entry 3

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Benefit Plan

Disclosed balance after: 116,717.7454

Underlying: Common Stock · 7,913.6691 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.exercise_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.expiration_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

SEC source: 0001127602-25-013167 · form4.xml · derivative · entry 3

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Benefit Plan

Disclosed balance after: 108,804.0763

Underlying: Common Stock · 1,079.1933 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.exercise_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.expiration_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

SEC source: 0001127602-25-010956 · form4.xml · derivative · entry 3

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Benefit Plan

Disclosed balance after: 107,724.883

Underlying: Common Stock · 221.0042 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.exercise_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.expiration_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

SEC source: 0001127602-25-002940 · form4.xml · derivative · entry 3

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Benefit Plan

Disclosed balance after: 107,503.8788

Underlying: Common Stock · 1,242.6253 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.exercise_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.expiration_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

SEC source: 0001628280-25-000258 · wk-form4_1735938659.xml · nonDerivative · entry 2

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,342.918

F2 · kind: Reflects the cancellation of unvested restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in connection with the reporting person's retirement from the Morgan Stanley Board of Directors.

SEC source: 0001628280-25-000258 · wk-form4_1735938659.xml · nonDerivative · entry 1

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,457.624

F1 · kind: Reflects stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service for a portion of the 2024 service period through the reporting person's retirement from the Morgan Stanley Board of Directors, effective December 31, 2024. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1.

SEC source: 0001628280-24-049763 · wk-form4_1733261079.xml · nonDerivative · entry 1

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,381.456

F1 · kind: Deferred stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service on the Morgan Stanley Board of Directors. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1.

SEC source: 0001127602-24-026345 · form4.xml · derivative · entry 3

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Benefit Plan

Disclosed balance after: 106,261.2535

Underlying: Common Stock · 1,292.3194 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.exercise_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.expiration_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

SEC source: 0001628280-24-043110 · wk-form4_1729282232.xml · nonDerivative · entry 1

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Revocable Trust

Disclosed balance after: 138,363

F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $118.87 to $119.83, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F2 · balance_after: Since the Reporting Person's last report, 26,000 shares of Common Stock previously reported as indirectly beneficially owned by a grantor retained annuity trust were transferred back to the Reporting Person's Revocable Trust in satisfaction of an annuity payment.

SEC source: 0001127602-24-021510 · form4.xml · derivative · entry 3

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Benefit Plan

Disclosed balance after: 104,968.9341

Underlying: Common Stock · 1,491.685 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.exercise_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.expiration_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

SEC source: 0001127602-24-019789 · form4.xml · derivative · entry 3

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Benefit Plan

Disclosed balance after: 103,477.2491

Underlying: Common Stock · 7,326.0073 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.exercise_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.expiration_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

SEC source: 0001628280-24-026353 · wk-form4_1717446393.xml · nonDerivative · entry 2

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,716.091

F2 · kind: Deferred stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service on the Morgan Stanley Board of Directors. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1.

SEC source: 0001628280-24-026353 · wk-form4_1717446393.xml · nonDerivative · entry 1

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,201.611

F1 · kind: Restricted Stock Units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1.

SEC source: 0001127602-24-017613 · form4.xml · derivative · entry 3

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Benefit Plan

Disclosed balance after: 96,151.2418

Underlying: Common Stock · 12,074.6432 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.exercise_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.expiration_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

SEC source: 0001127602-24-013892 · form4.xml · derivative · entry 3

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Benefit Plan

Disclosed balance after: 84,076.5986

Underlying: Common Stock · 1,359.0363 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.exercise_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.expiration_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

SEC source: 0001127602-24-003015 · form4.xml · derivative · entry 3

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Benefit Plan

Disclosed balance after: 82,717.5623

Underlying: Common Stock · 1,277.5357 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.exercise_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.expiration_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

SEC source: 0001209191-23-057260 · doc4.xml · nonDerivative · entry 1

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,262.831

F1 · kind: Deferred stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service on the Morgan Stanley Board of Directors. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1.

SEC source: 0001127602-23-027434 · form4.xml · nonDerivative · entry 1

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 395,500

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $15.5350 to $15.5700 inclusive. The reporting person undertakes to provide upon request by the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form 4.

SEC source: 0001127602-23-026563 · form4.xml · derivative · entry 3

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Benefit Plan

Disclosed balance after: 81,440.0266

Underlying: Common Stock · 1,441.5313 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.exercise_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.expiration_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

SEC source: 0001127602-23-021777 · form4.xml · derivative · entry 3

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Benefit Plan

Disclosed balance after: 79,998.4953

Underlying: Common Stock · 1,500.2252 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.exercise_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.expiration_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

SEC source: 0001127602-23-019883 · form4.xml · derivative · entry 3

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Benefit Plan

Disclosed balance after: 78,498.2701

Underlying: Common Stock · 8,777.4295 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.exercise_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.expiration_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

SEC source: 0001209191-23-033719 · doc4.xml · nonDerivative · entry 2

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,363.285

F2 · kind: Deferred stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service on the Morgan Stanley Board of Directors. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1.

F3 · balance_after: Since the Reporting Person's last report, 1,523 shares of Common Stock previously reported as directly beneficially owned were contributed to his revocable trust.

SEC source: 0001209191-23-033719 · doc4.xml · nonDerivative · entry 1

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,754.088

F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1.

SEC source: 0001127602-23-017423 · form4.xml · derivative · entry 3

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Benefit Plan

Disclosed balance after: 69,720.8406

Underlying: Common Stock · 13,986.014 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.exercise_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.expiration_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

SEC source: 0001127602-23-014031 · form4.xml · derivative · entry 3

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Benefit Plan

Disclosed balance after: 55,734.8266

Underlying: Common Stock · 861.7587 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.exercise_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.expiration_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

SEC source: 0001127602-23-013508 · form4.xml · nonDerivative · entry 2

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Family Trust

Disclosed balance after: 167,000

F1 · kind: Reflects a substitution of property in accordance with the asset substitution provisions of the Family Trust.

SEC source: 0001127602-23-013508 · form4.xml · nonDerivative · entry 1

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 333,000

F1 · kind: Reflects a substitution of property in accordance with the asset substitution provisions of the Family Trust.

SEC source: 0001209191-23-025524 · doc4.xml · nonDerivative · entry 1

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Revocable Trust

Disclosed balance after: 146,840

F1 · kind: The Reporting Person's revocable trust contributed 34,000 shares of Common Stock to his family trust in exchange for assets of equal value. The Reporting Person disclaims beneficial ownership of the securities held by the family trust for purposes of Rule 16a-1(a) under the Securities Exchange Act of 1934, as amended (the "Exchange Act"), except to the extent of his pecuniary interest therein, if any. This report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose.

F2 · balance_after: 28,000 shares of Common Stock previously reported as indirectly beneficially owned by a grantor retained annuity trust have been transferred back to the Reporting Person's revocable trust in satisfaction of an annuity payment.

SEC source: 0001127602-23-003075 · form4.xml · derivative · entry 2

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Benefit Plan

Disclosed balance after: 54,873.0679

Underlying: Common Stock · 3,562.6883 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.exercise_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.expiration_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

SEC source: 0001209191-22-059393 · doc4.xml · nonDerivative · entry 1

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,921.945

F1 · kind: Deferred stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service on the Morgan Stanley Board of Directors. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1.

SEC source: 0001127602-22-024764 · form4.xml · nonDerivative · entry 2

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 500,000

SEC source: 0001127602-22-024764 · form4.xml · nonDerivative · entry 1

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By GRAT

Disclosed balance after: 0

SEC source: 0001127602-22-024764 · form4.xml · derivative · entry 3

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Benefit Plan

Disclosed balance after: 51,310.3796

Underlying: Common Stock · 2,660.469 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.exercise_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.expiration_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

SEC source: 0001127602-22-020250 · form4.xml · derivative · entry 3

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Benefit Plan

Disclosed balance after: 48,649.9106

Underlying: Common Stock · 2,544.9482 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.exercise_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.expiration_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

SEC source: 0001209191-22-033998 · doc4.xml · nonDerivative · entry 2

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,156.157

F2 · kind: Deferred stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service on the Morgan Stanley Board of Directors. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1.

F3 · balance_after: Since the Reporting Person's last report, 1,391 shares of Common Stock previously reported as directly beneficially owned were contributed to his revocable trust.

SEC source: 0001209191-22-033998 · doc4.xml · nonDerivative · entry 1

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,508.344

F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1.

SEC source: 0001127602-22-016475 · form4.xml · derivative · entry 3

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Benefit Plan

Disclosed balance after: 46,104.9624

Underlying: Common Stock · 16,881.2118 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F2 · shares: Reflects an anti-dilution adjustment made in connection with the WarnerMedia/Discovery transaction pursuant to the terms of the plan.

F1 · derivative.exercise_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.expiration_date: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F2 · derivative.underlying_shares: Reflects an anti-dilution adjustment made in connection with the WarnerMedia/Discovery transaction pursuant to the terms of the plan.

F2 · balance_after: Reflects an anti-dilution adjustment made in connection with the WarnerMedia/Discovery transaction pursuant to the terms of the plan.

SEC source: 0001209191-22-028862 · doc4.xml · nonDerivative · entry 1

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Revocable Trust

Disclosed balance after: 179,449

F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $79.249 to $79.31, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

SEC source: 0001127602-22-013099 · form4.xml · derivative · entry 3

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Benefit Plan

Disclosed balance after: 29,223.7506

Underlying: Common Stock · 1,855.7794 shares

Expires not disclosed

F1 · derivative.exercise_price: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.exercise_date: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.expiration_date: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

SEC source: 0001137789-22-000022 · wf-form4_164678319150090.xml · nonDerivative · entry 1

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001

Disclosed balance after: 225,941

F1 · price: These Ordinary Shares were sold in multiple trades at prices ranging from $102.96 to $103.58. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001127602-22-003061 · form4.xml · derivative · entry 3

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Benefit Plan

Disclosed balance after: 27,367.9712

Underlying: Common Stock · 1,892.0578 shares

Expires not disclosed

F1 · derivative.exercise_price: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.exercise_date: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

F1 · derivative.expiration_date: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.

SEC source: 0001137789-22-000002 · wf-form4_164133735258522.xml · nonDerivative · entry 1

LUCZO STEPHEN J · CIK 0001248260 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Stephen J. Luczo Revocable Trust dated January 26, 2001

Disclosed balance after: 275,941

F1 · shares: On December 30, 2021, the Stephen J. Luczo Revocable Trust dated January 26, 2001 was gifted 80,000 Ordinary Shares.