Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ATMOS ENERGY CORPATO · Entity 218 | Sr VP, GC & Corp. Secretary | December 16, 2016 | December 19, 2016 |
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 December 16, 2016 · Filed December 19, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 75,934 |
Reported balance
After 2016-12-16 transaction · row 1
1 source rowRow 1 · 2016-12-16 · Sale · Disposed 10,000 · Balance 75,934 F1: The range of prices for these transactions is $73.55 to $74.38. Atmos Energy Corporation will provide, upon request by the Commission staff, full information regarding the number of shares sold at each separate price. |
| Common StockSEC Table I · non-derivative | IndirectBy child | 16.3004 |
Reported balance
Holding disclosure · report date 2016-12-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 16.3004 F2: To update end of period holdings as of November 30, 2016 under the Atmos Energy Corporation Retirement Savings Plan and Trust. |
| Common StockSEC Table I · non-derivative | IndirectBy child | 350 |
Reported balance
Holding disclosure · report date 2016-12-16 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 350 |
| Common StockSEC Table I · non-derivative | IndirectBy Retirement Savings Plan and Trust | 13,201.6298 |
Reported balance
Holding disclosure · report date 2016-12-16 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 13,201.6298 F2: To update end of period holdings as of November 30, 2016 under the Atmos Energy Corporation Retirement Savings Plan and Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: The range of prices for these transactions is $73.55 to $74.38. Atmos Energy Corporation will provide, upon request by the Commission staff, full information regarding the number of shares sold at each separate price.
F2: To update end of period holdings as of November 30, 2016 under the Atmos Energy Corporation Retirement Savings Plan and Trust.
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 |
|---|---|---|---|---|---|---|
| December 16, 2016 Filed Dec 19, 2016 14:03 UTC | ATMOS ENERGY CORP ATO · Entity 218 | SaleCommon Stock | 10,000 | $74.08 | $740,775.00 |
DisclosureSEC source: 0001127602-16-070336 · form4.xml · nonDerivative · entry 1 GREGORY LOUIS P · CIK 0001181021 · Sr VP, GC & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,934 F1 · shares: The range of prices for these transactions is $73.55 to $74.38. Atmos Energy Corporation will provide, upon request by the Commission staff, full information regarding the number of shares sold at each separate price. Read SEC document |
| November 08, 2016 Filed Nov 10, 2016 16:38 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantRestricted Stock Unit · Derivative | 4,355 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-066646 · form4.xml · derivative · entry 6 GREGORY LOUIS P · CIK 0001181021 · Sr VP, GC & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,640 Underlying: Common Stock · 4,355 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F5 · derivative.exercise_date: The restricted stock units will vest and be delivered to the reporting person three years from the date of grant. F5 · derivative.expiration_date: The restricted stock units will vest and be delivered to the reporting person three years from the date of grant. Read SEC document |
| November 08, 2016 Filed Nov 10, 2016 16:38 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Tax withholdingCommon Stock | 2,896 | $73.29 | $212,247.84 |
DisclosureSEC source: 0001127602-16-066646 · form4.xml · nonDerivative · entry 2 GREGORY LOUIS P · CIK 0001181021 · Sr VP, GC & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,934 F2 · shares: Shares withheld pursuant to a tax withholding obligation under the 1998 Long-Term Incentive Plan of the Company. Read SEC document |
| November 08, 2016 Filed Nov 10, 2016 16:38 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Exercise / conversionCommon Stock | 6,903 | $73.29 | $505,920.87 |
DisclosureSEC source: 0001127602-16-066646 · form4.xml · nonDerivative · entry 1 GREGORY LOUIS P · CIK 0001181021 · Sr VP, GC & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,830 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: Vesting of award of performance based restricted stock units pursuant to the 1998 Long-Term Incentive Plan of the Company. Read SEC document |
| November 04, 2016 Filed Nov 9, 2016 02:05 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Exercise / conversionRestricted Stock Unit · Derivative | 7,858 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-066487 · form4.xml · derivative · entry 7 GREGORY LOUIS P · CIK 0001181021 · Sr VP, GC & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,285 Underlying: Common Stock · 7,858 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. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F5 · derivative.exercise_date: The restricted stock units vested and were delivered to the reporting person three years from date of grant. F5 · derivative.expiration_date: The restricted stock units vested and were delivered to the reporting person three years from date of grant. Read SEC document |
| November 04, 2016 Filed Nov 9, 2016 02:05 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Tax withholdingCommon Stock | 3,113 | $71.66 | $223,077.58 |
DisclosureSEC source: 0001127602-16-066487 · form4.xml · nonDerivative · entry 4 GREGORY LOUIS P · CIK 0001181021 · Sr VP, GC & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,927 F2 · shares: Shares withheld pursuant to a tax withholding obligation under the 1998 Long-Term Incentive Plan of the Company. Read SEC document |
| November 04, 2016 Filed Nov 9, 2016 02:05 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Exercise / conversionCommon Stock | 7,858 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-066487 · form4.xml · nonDerivative · entry 3 GREGORY LOUIS P · CIK 0001181021 · Sr VP, GC & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,040 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 |
| August 10, 2016 Filed Nov 9, 2016 02:05 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GiftCommon Stock | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-066487 · form4.xml · nonDerivative · entry 2 GREGORY LOUIS P · CIK 0001181021 · Sr VP, GC & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By child Disclosed balance after: 350 Read SEC document |
| August 10, 2016 Filed Nov 9, 2016 02:05 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GiftCommon Stock | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-066487 · form4.xml · nonDerivative · entry 1 GREGORY LOUIS P · CIK 0001181021 · Sr VP, GC & Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,182 F1 · shares: Reflects shares gifted to his child on August 8, 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.