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 February 08, 2017 · Filed February 10, 2017
Section 16 reporting ended · disclosed 2017-02-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,762.139 |
Ending reported balance
After 2017-02-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-02-08 · Conversion · Acquired 20,042 · Balance 20,042.139 F1: 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 three annual installments upon retirement on February 8, 2017. This amount represents the first of three installments. Row 2 · 2017-02-08 · Conversion · Acquired 720 · Balance 20,762.139 F1: 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 three annual installments upon retirement on February 8, 2017. This amount represents the first of three installments. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 60,127.36 |
Reported balance
After 2017-02-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-02-08 · Grant · Acquired 3,000 · Balance 60,127.36 F2: Each unit of phantom stock is equivalent to one share of the Company's common stock. F3: 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. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 40,085.36 |
Reported balance
After 2017-02-08 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-02-08 · Conversion · Disposed 20,042 · Balance 40,085.36 F2: Each unit of phantom stock is equivalent to one share of the Company's common stock. F3: 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: Includes 1,314.89 phantom stock units resulting from a dividend reinvestment feature of the Plan which were allocated to reporting person's account since March 4, 2016. |
| Phantom Deferred CompensationSEC Table II · derivative / convertible security | Direct | 1,440.7575 |
Reported balance
After 2017-02-08 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-02-08 · Conversion · Disposed 720 · Balance 1,440.7575 F2: Each unit of phantom stock is equivalent to one share of the Company's common stock. F5: The phantom stock units were received pursuant to an election to convert a portion of the reporting person's director fees under the Plan and are settled upon the reporting person's termination of service on the Company's Board. F6: Includes 49.74 phantom stock units resulting from a dividend reinvestment feature of the Plan which were allocated to reporting person's account since March 4, 2016. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 three annual installments upon retirement on February 8, 2017. This amount represents the first of three installments.
F2: Each unit of phantom stock is equivalent to one share of the Company's common stock.
F3: 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: Includes 1,314.89 phantom stock units resulting from a dividend reinvestment feature of the Plan which were allocated to reporting person's account since March 4, 2016.
F5: The phantom stock units were received pursuant to an election to convert a portion of the reporting person's director fees under the Plan and are settled upon the reporting person's termination of service on the Company's Board.
F6: Includes 49.74 phantom stock units resulting from a dividend reinvestment feature of the Plan which were allocated to reporting person's account since March 4, 2016.
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 |
|---|---|---|---|---|---|---|
| February 08, 2017 Filed Feb 10, 2017 19:30 UTC | ATMOS ENERGY CORP ATO · Entity 218 | ConversionPhantom Deferred Compensation · Derivative | 720 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004979 · form4.xml · derivative · entry 5 MEREDITH THOMAS C · CIK 0001181019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,440.7575 Underlying: Common Stock · 720 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. F5 · derivative.exercise_date: The phantom stock units were received pursuant to an election to convert a portion of the reporting person's director fees under the Plan and are settled upon the reporting person's termination of service on the Company's Board. F5 · derivative.expiration_date: The phantom stock units were received pursuant to an election to convert a portion of the reporting person's director fees under the Plan and are settled upon the reporting person's termination of service on the Company's Board. F6 · balance_after: Includes 49.74 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 |
| February 08, 2017 Filed Feb 10, 2017 19:30 UTC | ATMOS ENERGY CORP ATO · Entity 218 | ConversionPhantom Stock Units · Derivative | 20,042 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004979 · form4.xml · derivative · entry 4 MEREDITH THOMAS C · CIK 0001181019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,085.36 Underlying: Common Stock · 20,042 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 1,314.89 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 |
| February 08, 2017 Filed Feb 10, 2017 19:30 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004979 · form4.xml · derivative · entry 3 MEREDITH THOMAS C · CIK 0001181019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,127.36 Underlying: Common Stock · 3,000 shares Expires not disclosed 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. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 19:30 UTC | ATMOS ENERGY CORP ATO · Entity 218 | ConversionCommon Stock | 720 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004979 · form4.xml · nonDerivative · entry 2 MEREDITH THOMAS C · CIK 0001181019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,762.139 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 three annual installments upon retirement on February 8, 2017. This amount represents the first of three installments. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 19:30 UTC | ATMOS ENERGY CORP ATO · Entity 218 | ConversionCommon Stock | 20,042 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004979 · form4.xml · nonDerivative · entry 1 MEREDITH THOMAS C · CIK 0001181019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,042.139 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 three annual installments upon retirement on February 8, 2017. This amount represents the first of three installments. 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.