Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ATMOS ENERGY CORPATO · Entity 218 | Director | October 01, 2021 | October 04, 2021 |
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.
ATMOS ENERGY CORP
Report date October 01, 2021 · Filed October 04, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,235 |
Reported balance
After 2021-10-01 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2021-10-01 · Grant · Acquired 197 · Balance 19,235 F1: This acquisition was made under the Atmos Energy Corporation 1998 Long-Term Incentive Plan in a transaction exempt under Rule 16b-3(d). |
| Common StockSEC Table I · non-derivative | Direct | 1,392.452 |
Reported balance
Holding disclosure · report date 2021-10-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,392.452 F2: Includes 8.88 shares resulting from the dividend reinvestment feature which were allocated to reporting person's account September 7, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: This acquisition was made under the Atmos Energy Corporation 1998 Long-Term Incentive Plan in a transaction exempt under Rule 16b-3(d).
F2: Includes 8.88 shares resulting from the dividend reinvestment feature which were allocated to reporting person's account September 7, 2021.
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 |
|---|---|---|---|---|---|---|
| October 01, 2021 Filed Oct 4, 2021 22:25 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantCommon Stock | 197 | $88.53 | $17,440.41 |
DisclosureSEC source: 0001127602-21-026522 · form4.xml · nonDerivative · entry 1 WARE RICHARD II · CIK 0001181008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,235 F1 · shares: This acquisition was made under the Atmos Energy Corporation 1998 Long-Term Incentive Plan in a transaction exempt under Rule 16b-3(d). Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 14:27 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantCommon Stock | 181 | $96.54 | $17,473.74 |
DisclosureSEC source: 0001127602-21-021413 · form4.xml · nonDerivative · entry 1 WARE RICHARD II · CIK 0001181008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,421.575 F1 · shares: This acquisition was made under the Atmos Energy Corporation 1998 Long-Term Incentive Plan in a transaction exempt under Rule 16b-3(d). F2 · balance_after: Includes 8.58 shares resulting from the dividend reinvestment feature which were allocated to reporting person's account June 7, 2021. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 18:55 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantCommon Stock | 178 | $97.97 | $17,438.66 |
DisclosureSEC source: 0001127602-21-012998 · form4.xml · nonDerivative · entry 1 WARE RICHARD II · CIK 0001181008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,232 Read SEC document |
| March 06, 2021 Filed Mar 9, 2021 15:13 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Exercise / conversionRestricted Stock Unit · Derivative | 1,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-009818 · form4.xml · derivative · entry 4 WARE RICHARD II · CIK 0001181008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,375 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. F5 · derivative.exercise_price: Each restricted stock unit is equivalent to one share of the Company's common stock. F6 · derivative.exercise_date: The restricted stock units vested and were delivered to the reporting person one year from date of grant. F6 · derivative.expiration_date: The restricted stock units vested and were delivered to the reporting person one year from date of grant. Read SEC document |
| March 06, 2021 Filed Mar 9, 2021 15:13 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Exercise / conversionCommon Stock | 1,375 | $90.79 | $124,836.25 |
DisclosureSEC source: 0001127602-21-009818 · form4.xml · nonDerivative · entry 1 WARE RICHARD II · CIK 0001181008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,054 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. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 15:13 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 1,652.164 | $90.79 | $149,999.97 |
DisclosureSEC source: 0001127602-21-009818 · form4.xml · derivative · entry 3 WARE RICHARD II · CIK 0001181008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,320.2303 Underlying: Common Stock · 1,652.164 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is equivalent to one share of the Company's common stock. F2 · derivative.exercise_date: The phantom stock units were granted under the 1998 Long-Term Incentive Plan (the "Plan") and are to be settled upon the reporting person's termination of service on the Company's Board. F3 · derivative.expiration_date: The phantom stock units are to be settled upon the reporting person's termination of service on the Company's Board. F4 · balance_after: Includes 1,619.90 phantom stock units resulting from a dividend reinvestment feature of the Plan which were allocated to reporting person's account since March 9, 2020. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 19:34 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantCommon Stock | 184 | $94.81 | $17,445.04 |
DisclosureSEC source: 0001127602-21-000973 · form4.xml · nonDerivative · entry 1 WARE RICHARD II · CIK 0001181008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,679 F1 · shares: This acquisition was made under the Atmos Energy Corporation 1998 Long-Term Incentive Plan in a transaction exempt under Rule 16b-3(d). Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 20:32 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantCommon Stock | 183 | $95.58 | $17,491.14 |
DisclosureSEC source: 0001127602-20-026287 · form4.xml · nonDerivative · entry 1 WARE RICHARD II · CIK 0001181008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,495 F1 · shares: This acquisition was made under the Atmos Energy Corporation 1998 Long-Term Incentive Plan in a transaction exempt under Rule 16b-3(d). Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 20:20 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantCommon Stock | 174 | $100.55 | $17,494.83 |
DisclosureSEC source: 0001127602-20-021171 · form4.xml · nonDerivative · entry 1 WARE RICHARD II · CIK 0001181008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,312 Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 20:48 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantCommon Stock | 181 | $96.18 | $17,408.58 |
DisclosureSEC source: 0001127602-20-012750 · form4.xml · nonDerivative · entry 1 WARE RICHARD II · CIK 0001181008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,138 F1 · shares: This acquisition was made under the Atmos Energy Corporation 1998 Long-Term Incentive Plan in a transaction exempt under Rule 16b-3(d). Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 16:29 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantRestricted Stock Unit · Derivative | 1,375 | $109.09 | $149,998.75 |
DisclosureSEC source: 0001127602-20-010052 · form4.xml · derivative · entry 1 WARE RICHARD II · CIK 0001181008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,375 Underlying: Common Stock · 1,375 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F2 · derivative.exercise_date: The restricted stock units were granted under the 1998 Long-Term Incentive Plan (the "Plan") and will vest one year from date of grant. F3 · derivative.expiration_date: The restricted stock units will vest and be delivered to the reporting person one year from date of grant. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 18:19 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantCommon Stock | 158 | $110.73 | $17,495.34 |
DisclosureSEC source: 0001127602-20-001027 · form4.xml · nonDerivative · entry 1 WARE RICHARD II · CIK 0001181008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,957 F1 · shares: This acquisition was made under the Atmos Energy Corporation 1998 Long-Term Incentive Plan in a transaction exempt under Rule 16b-3(d). Read SEC document |
| October 01, 2019 Filed Oct 1, 2019 17:57 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantCommon Stock | 153 | $114.12 | $17,460.36 |
DisclosureSEC source: 0001127602-19-029320 · form4.xml · nonDerivative · entry 1 WARE RICHARD II · CIK 0001181008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,798 F1 · shares: This acquisition was made under the Atmos Energy Corporation 1998 Long-Term Incentive Plan in a transaction exempt under Rule 16b-3(d). Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 14:11 UTC Amendment | ATMOS ENERGY CORP ATO · Entity 218 | GrantCommon Stock | 154 | $113.57 | $17,489.01 |
DisclosureSEC source: 0001127602-19-029878 · form4a.xml · nonDerivative · entry 1 WARE RICHARD II · CIK 0001181008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,799 F1 · shares: Amending filing to correct number of shares reported using incorrect fair market value. F2 · price: Amending filing to correct calculation of fair market value as of October 1, 2019. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 14:20 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantCommon Stock | 166 | $105.01 | $17,431.66 |
DisclosureSEC source: 0001127602-19-023831 · form4.xml · nonDerivative · entry 1 WARE RICHARD II · CIK 0001181008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,645 F1 · shares: This acquisition was made under the Atmos Energy Corporation 1998 Long-Term Incentive Plan in a transaction exempt under Rule 16b-3(d). Read SEC document |
| April 01, 2019 Filed Apr 2, 2019 20:40 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantCommon Stock | 171 | $102.25 | $17,483.90 |
DisclosureSEC source: 0001127602-19-014185 · form4.xml · nonDerivative · entry 1 WARE RICHARD II · CIK 0001181008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,479 F1 · shares: This acquisition was made under the Atmos Energy Corporation 1998 Long-Term Incentive Plan in a transaction exempt under Rule 16b-3(d). Read SEC document |
| March 08, 2019 Filed Mar 12, 2019 15:08 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 1,504.06 | $99.73 | $149,999.90 |
DisclosureSEC source: 0001127602-19-010946 · form4.xml · derivative · entry 1 WARE RICHARD II · CIK 0001181008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,644.8217 Underlying: Common Stock · 1,504.06 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is equivalent to one share of the Company's common stock. F2 · derivative.exercise_date: The phantom stock units were granted under the 1998 Long-Term Incentive Plan (the "Plan") and are to be settled upon the reporting person's termination of service on the Company's Board. F2 · derivative.expiration_date: The phantom stock units were granted under the 1998 Long-Term Incentive Plan (the "Plan") and are to be settled upon the reporting person's termination of service on the Company's Board. F3 · balance_after: Includes 1,438.82 phantom stock units resulting from a dividend reinvestment feature of the Plan which were allocated to reporting person's account since March 12, 2018. Read SEC document |
| January 02, 2019 Filed Jan 3, 2019 22:25 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantCommon Stock | 240 | $91.02 | $21,844.80 |
DisclosureSEC source: 0001127602-19-000883 · form4.xml · nonDerivative · entry 1 WARE RICHARD II · CIK 0001181008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,308 F1 · shares: This acquisition was made under the Atmos Energy Corporation 1998 Long-Term Incentive Plan in a transaction exempt under Rule 16b-3(d). Read SEC document |
| October 01, 2018 Filed Oct 2, 2018 20:38 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantCommon Stock | 140 | $93.40 | $13,075.30 |
DisclosureSEC source: 0001127602-18-029074 · form4.xml · nonDerivative · entry 1 WARE RICHARD II · CIK 0001181008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,068 F1 · shares: This acquisition was made under the Atmos Energy Corporation 1998 Long-Term Incentive Plan in a transaction exempt under Rule 16b-3(d). Read SEC document |
| July 02, 2018 Filed Jul 3, 2018 15:43 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantCommon Stock | 145 | $90.13 | $13,068.13 |
DisclosureSEC source: 0001127602-18-022455 · form4.xml · nonDerivative · entry 1 WARE RICHARD II · CIK 0001181008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,928 F1 · shares: This acquisition was made under the Atmos Energy Corporation 1998 Long-Term Incentive Plan in a transaction exempt under Rule 16b-3(d). Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 15:36 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantCommon Stock | 157 | $83.51 | $13,111.07 |
DisclosureSEC source: 0001127602-18-013911 · form4.xml · nonDerivative · entry 1 WARE RICHARD II · CIK 0001181008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,783 F1 · shares: This acquisition was made under the Atmos Energy Corporation 1998 Long-Term Incentive Plan in a transaction exempt under Rule 16b-3(d). Read SEC document |
| March 09, 2018 Filed Mar 12, 2018 19:49 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 3,000 | $79.80 | $239,385.00 |
DisclosureSEC source: 0001127602-18-011156 · form4.xml · derivative · entry 1 WARE RICHARD II · CIK 0001181008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,701.9353 Underlying: Common Stock · 3,000 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is equivalent to one share of the Company's common stock. F2 · derivative.exercise_date: The phantom stock units were granted under the 1998 Long-Term Incentive Plan (the "Plan") and are to be settled upon the reporting person's termination of service on the Company's Board. F2 · derivative.expiration_date: The phantom stock units were granted under the 1998 Long-Term Incentive Plan (the "Plan") and are to be settled upon the reporting person's termination of service on the Company's Board. F3 · balance_after: Includes 1,309.47 phantom stock units resulting from a dividend reinvestment feature of the Plan which were allocated to reporting person's account since March 10, 2017. Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 19:52 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantCommon Stock | 153 | $85.56 | $13,090.68 |
DisclosureSEC source: 0001127602-18-000476 · form4.xml · nonDerivative · entry 1 WARE RICHARD II · CIK 0001181008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,626 F1 · shares: This acquisition was made under the Atmos Energy Corporation 1998 Long-Term Incentive Plan in a transaction exempt under Rule 16b-3(d). Read SEC document |
| October 02, 2017 Filed Oct 3, 2017 17:28 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantCommon Stock | 155 | $84.17 | $13,045.58 |
DisclosureSEC source: 0001127602-17-028835 · form4.xml · nonDerivative · entry 2 WARE RICHARD II · CIK 0001181008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,473 F1 · shares: This acquisition was made under the Atmos Energy Corporation 1998 Long-Term Incentive Plan in a transaction exempt under Rule 16b-3(d). Read SEC document |
| August 21, 2017 Filed Oct 3, 2017 17:28 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GiftCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-028835 · form4.xml · nonDerivative · entry 1 WARE RICHARD II · CIK 0001181008 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family trust Disclosed balance after: 0 Read SEC document |
| July 03, 2017 Filed Jul 5, 2017 20:24 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantCommon Stock | 157 | $83.16 | $13,055.34 |
DisclosureSEC source: 0001127602-17-022973 · form4.xml · nonDerivative · entry 1 WARE RICHARD II · CIK 0001181008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,318 F1 · shares: This acquisition was made under the Atmos Energy Corporation 1998 Long-Term Incentive Plan in a transaction exempt under Rule 16b-3(d). Read SEC document |
| April 03, 2017 Filed Apr 4, 2017 18:51 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantCommon Stock | 166 | $78.72 | $13,067.52 |
DisclosureSEC source: 0001127602-17-013812 · form4.xml · nonDerivative · entry 1 WARE RICHARD II · CIK 0001181008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,161 F1 · shares: This acquisition was made under the Atmos Energy Corporation 1998 Long-Term Incentive Plan in a transaction exempt under Rule 16b-3(d). Read SEC document |
| March 10, 2017 Filed Mar 13, 2017 19:14 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 3,000 | $77.20 | $231,585.00 |
DisclosureSEC source: 0001127602-17-011421 · form4.xml · derivative · entry 1 WARE RICHARD II · CIK 0001181008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,392.47 Underlying: Common Stock · 3,000 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is equivalent to one share of the Company's common stock. F2 · derivative.exercise_date: The phantom stock units were granted under the 1998 Long-Term Incentive Plan (the "Plan") and are to be settled upon the reporting person's termination of service on the Company's Board. F2 · derivative.expiration_date: The phantom stock units were granted under the 1998 Long-Term Incentive Plan (the "Plan") and are to be settled upon the reporting person's termination of service on the Company's Board. F3 · balance_after: Includes 1,320.99 phantom stock units resulting from a dividend reinvestment feature of the Plan which were allocated to reporting person's account since March 4, 2016. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 17:36 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantCommon Stock | 197 | $74.10 | $14,596.72 |
DisclosureSEC source: 0001127602-17-000423 · form4.xml · nonDerivative · entry 1 WARE RICHARD II · CIK 0001181008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,995 F1 · shares: This acquisition was made under the Atmos Energy Corporation 1998 Long-Term Incentive Plan in a transaction exempt under Rule 16b-3(d). Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 15:23 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantCommon Stock | 197 | $73.82 | $14,542.54 |
DisclosureSEC source: 0001127602-16-064244 · form4.xml · nonDerivative · entry 1 WARE RICHARD II · CIK 0001181008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,798 F1 · shares: This acquisition was made under the Atmos Energy Corporation 1998 Long-Term Incentive Plan in a transaction exempt under Rule 16b-3(d). 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.