Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AT&T INC.T · Entity 1012 | Chief Technology Officer | January 29, 2026 | February 20, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
AT&T INC.
Report date January 29, 2026 · Filed February 20, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Benefit Plan | 83,815.8972 |
Reported balance
After 2026-01-29 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-01-29 · Tax withholding · Disposed 67,310.3428 · Balance 83,815.8972 F1: Revised to reflect shares withheld as a result of re-calculation of shares needed to satisfy federal taxes on distribution of performance shares. |
| Common StockSEC Table I · non-derivative | IndirectBy Benefit Plan | 28,497 |
Reported balance
After 2026-01-29 transaction · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · 2026-01-29 · Disposition to issuer · Disposed 55,318.8972 · Balance 28,497 F2: Revised to reflect shares distributed as a result of re-calculation of taxes. Represents performance shares distributed in cash, after taxes. |
| Common StockSEC Table I · non-derivative | IndirectBy Benefit Plan | 0 |
Reported balance
After 2026-01-29 transaction · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · 2026-01-29 · Disposition to issuer · Disposed 28,497 · Balance 0 F3: Revised to reflect shares distributed as a result of re-calculation of taxes. Represents performance shares distributed in issuer's shares, after taxes. F4: Each performance share is equivalent in value to a share of common stock. |
| Common StockSEC Table I · non-derivative | Direct | 385,049 |
Reported balance
Holding disclosure · report date 2026-01-29 · row 4
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 4 · Balance 385,049 F5: Revised to reflect transfer of 28,497 shares owned indirectly by benefit plan to direct ownership due to distribution of performance shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Revised to reflect shares withheld as a result of re-calculation of shares needed to satisfy federal taxes on distribution of performance shares.
F2: Revised to reflect shares distributed as a result of re-calculation of taxes. Represents performance shares distributed in cash, after taxes.
F3: Revised to reflect shares distributed as a result of re-calculation of taxes. Represents performance shares distributed in issuer's shares, after taxes.
F4: Each performance share is equivalent in value to a share of common stock.
F5: Revised to reflect transfer of 28,497 shares owned indirectly by benefit plan to direct ownership due to distribution of performance shares.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 13, 2023 Filed Jan 19, 2023 00:28 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 4,823 | $19.55 | $94,289.65 |
DisclosureSEC source: 0001127602-23-001690 · form4.xml · nonDerivative · entry 6 Legg Jeremy Alan · CIK 0001926807 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,293 F2 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| January 13, 2023 Filed Jan 19, 2023 00:28 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 16,021 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-001690 · form4.xml · nonDerivative · entry 5 Legg Jeremy Alan · CIK 0001926807 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,116 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. One-third of the units vest and distribute on each of 1/15/2023, 1/15/2024 and 1/15/2025. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 13, 2023 Filed Jan 19, 2023 00:28 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 1,361 | $19.55 | $26,607.55 |
DisclosureSEC source: 0001127602-23-001690 · form4.xml · nonDerivative · entry 4 Legg Jeremy Alan · CIK 0001926807 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,095 F2 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| January 13, 2023 Filed Jan 19, 2023 00:28 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 4,520 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-001690 · form4.xml · nonDerivative · entry 3 Legg Jeremy Alan · CIK 0001926807 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,456 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. One-third of the units vest and distribute on each of 1/15/2023, 1/15/2024 and 1/15/2025. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 13, 2023 Filed Jan 19, 2023 00:28 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 3,714 | $19.55 | $72,608.70 |
DisclosureSEC source: 0001127602-23-001690 · form4.xml · nonDerivative · entry 2 Legg Jeremy Alan · CIK 0001926807 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,936 F2 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| January 13, 2023 Filed Jan 19, 2023 00:28 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 11,299 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-001690 · form4.xml · nonDerivative · entry 1 Legg Jeremy Alan · CIK 0001926807 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,650 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. One-half of the units vest and distribute on each of 1/15/2023 and 1/15/2024. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| December 30, 2022 Filed Jan 4, 2023 20:06 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,751.7654 | $18.41 | $32,250.00 |
DisclosureSEC source: 0001127602-23-000395 · form4.xml · nonDerivative · entry 1 Legg Jeremy Alan · CIK 0001926807 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 103,242.8912 F1 · kind: 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. Read SEC document |
| November 30, 2022 Filed Dec 2, 2022 20:12 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,672.7178 | $19.28 | $32,250.00 |
DisclosureSEC source: 0001127602-22-026727 · form4.xml · nonDerivative · entry 1 Legg Jeremy Alan · CIK 0001926807 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 101,491.1258 F1 · kind: 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. Read SEC document |
| October 31, 2022 Filed Nov 2, 2022 18:45 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 3,239.2061 | $18.23 | $59,050.73 |
DisclosureSEC source: 0001127602-22-024721 · form4.xml · nonDerivative · entry 1 Legg Jeremy Alan · CIK 0001926807 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 99,818.408 F1 · kind: 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. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 19:41 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 2,102.347 | $15.34 | $32,250.00 |
DisclosureSEC source: 0001127602-22-023422 · form4.xml · nonDerivative · entry 1 Legg Jeremy Alan · CIK 0001926807 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 96,579.2019 F1 · kind: 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. Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 18:54 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,838.6544 | $17.54 | $32,250.00 |
DisclosureSEC source: 0001127602-22-021985 · form4.xml · nonDerivative · entry 1 Legg Jeremy Alan · CIK 0001926807 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 94,476.8549 F1 · kind: 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. Read SEC document |
| July 29, 2022 Filed Aug 2, 2022 22:29 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 3,041.17 | $18.78 | $57,113.17 |
DisclosureSEC source: 0001127602-22-020262 · form4.xml · nonDerivative · entry 1 Legg Jeremy Alan · CIK 0001926807 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 92,638.2005 F1 · kind: 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. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 21:19 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,396.7079 | $20.96 | $29,275.00 |
DisclosureSEC source: 0001127602-22-018771 · form4.xml · nonDerivative · entry 1 Legg Jeremy Alan · CIK 0001926807 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 89,597.0305 F1 · kind: 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. Read SEC document |
| June 15, 2022 Filed Oct 2, 2023 20:07 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2020) · Derivative | 4,345 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-024971 · form4.xml · derivative · entry 4 Legg Jeremy Alan · CIK 0001926807 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,344 Underlying: Common Stock · 4,345 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. One-third of the units vest and distribute on each of 6/15/2022, 6/15/2023 and 6/15/2024. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · price: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. One-third of the units vest and distribute on each of 6/15/2022, 6/15/2023 and 6/15/2024. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · derivative.exercise_date: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. One-third of the units vest and distribute on each of 6/15/2022, 6/15/2023 and 6/15/2024. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · derivative.expiration_date: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. One-third of the units vest and distribute on each of 6/15/2022, 6/15/2023 and 6/15/2024. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| June 15, 2022 Filed Oct 2, 2023 20:07 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 1,959 | $19.44 | $38,082.96 |
DisclosureSEC source: 0001127602-23-024971 · form4.xml · nonDerivative · entry 2 Legg Jeremy Alan · CIK 0001926807 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 217,211 F2 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| June 15, 2022 Filed Oct 2, 2023 20:07 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 4,345 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-024971 · form4.xml · nonDerivative · entry 1 Legg Jeremy Alan · CIK 0001926807 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 219,170 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. One-third of the units vest and distribute on each of 6/15/2022, 6/15/2023 and 6/15/2024. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| May 31, 2022 Filed Jun 2, 2022 23:08 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 17,762.911 | $21.29 | $378,172.38 |
DisclosureSEC source: 0001127602-22-016489 · form4.xml · nonDerivative · entry 1 Legg Jeremy Alan · CIK 0001926807 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 88,200.3226 F1 · kind: 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 · 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. Read SEC document |
| May 16, 2022 Filed May 18, 2022 22:57 UTC | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units (2022) · Derivative | 13,560 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-015023 · form4.xml · derivative · entry 4 Legg Jeremy Alan · CIK 0001926807 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,560 Underlying: Common Stock · 13,560 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. One-third of the units vest and distribute on each of 1/15/2023, 1/15/2024 and 1/15/2025. Vesting (but not distribution) is accelerated on retirement eligibility. F2 · price: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. One-third of the units vest and distribute on each of 1/15/2023, 1/15/2024 and 1/15/2025. Vesting (but not distribution) is accelerated on retirement eligibility. F2 · derivative.exercise_date: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. One-third of the units vest and distribute on each of 1/15/2023, 1/15/2024 and 1/15/2025. Vesting (but not distribution) is accelerated on retirement eligibility. F2 · derivative.expiration_date: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. One-third of the units vest and distribute on each of 1/15/2023, 1/15/2024 and 1/15/2025. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| May 16, 2022 Filed May 18, 2022 22:57 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 49,310 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-015023 · form4.xml · nonDerivative · entry 1 Legg Jeremy Alan · CIK 0001926807 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,351 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.