Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ATMOS ENERGY CORP
Report date March 08, 2019 · Filed March 12, 2019
Section 16 reporting ended · disclosed 2019-03-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 29,106.2978 |
Reported balance
After 2019-03-08 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-03-08 · Grant · Acquired 1,504.06 · Balance 29,106.2978 F1: Each unit of phantom stock is equivalent to one share of the Company's common stock. F2: The phantom stock units were granted under the 1998 Long-Term Incentive Plan (the "Plan") and are being distributed in five installments following the shareholder's retirement from the Board on February 6, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Each unit of phantom stock is equivalent to one share of the Company's common stock.
F2: The phantom stock units were granted under the 1998 Long-Term Incentive Plan (the "Plan") and are being distributed in five installments following the shareholder's retirement from the Board on February 6, 2019.
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 |
|---|---|---|---|---|---|---|
| March 08, 2019 Filed Mar 12, 2019 15:32 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 1,504.06 | $99.73 | $149,999.90 |
DisclosureSEC source: 0001127602-19-010965 · form4.xml · derivative · entry 1 Esquivel Ruben E · CIK 0001440086 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,106.2978 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 being distributed in five installments following the shareholder's retirement from the Board on February 6, 2019. F2 · derivative.expiration_date: The phantom stock units were granted under the 1998 Long-Term Incentive Plan (the "Plan") and are being distributed in five installments following the shareholder's retirement from the Board on February 6, 2019. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 14:45 UTC | ATMOS ENERGY CORP ATO · Entity 218 | ConversionPhantom Stock Units · Derivative | 6,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004692 · form4.xml · derivative · entry 2 Esquivel Ruben E · CIK 0001440086 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,602.2378 Underlying: Common Stock · 6,901 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. F2 · derivative.exercise_price: Each unit of phantom stock is equivalent to one share of the Company's common stock. F3 · derivative.exercise_date: The phantom stock units were granted under the Plan and are settled upon the reporting person's termination of service on the Company's Board. F3 · derivative.expiration_date: The phantom stock units were granted under the Plan and are settled upon the reporting person's termination of service on the Company's Board. F4 · balance_after: Includes 750.58 phantom stock units resulting from a dividend reinvestment feature of the Plan which were allocated to reporting person's account since March 9, 2018. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 14:45 UTC | ATMOS ENERGY CORP ATO · Entity 218 | ConversionCommon Stock | 6,901 | $95.41 | $658,424.41 |
DisclosureSEC source: 0001127602-19-004692 · form4.xml · nonDerivative · entry 1 Esquivel Ruben E · CIK 0001440086 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,901 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 · shares: Pursuant to a feature of the Equity Incentive and Deferred Compensation Plan for Non-employee Directors (the "Plan"), the reporting person has elected to take distribution of the units in five annual installments upon retirement on February 6, 2019. This amount represents the first of five installments. Read SEC document |
| March 09, 2018 Filed Mar 12, 2018 19:19 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 3,000 | $79.80 | $239,385.00 |
DisclosureSEC source: 0001127602-18-011132 · form4.xml · derivative · entry 1 Esquivel Ruben E · CIK 0001440086 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,752.6557 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 652.65 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 |
| March 10, 2017 Filed Mar 13, 2017 18:46 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 3,000 | $77.20 | $231,585.00 |
DisclosureSEC source: 0001127602-17-011399 · form4.xml · derivative · entry 1 Esquivel Ruben E · CIK 0001440086 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,100.01 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 623.76 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.