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Sweetin Marvin L

Disclosed activity across 1 company

Tapewire entity
181188
SEC CIK
0001533072

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
ATMOS ENERGY CORPATO · Entity 218SR VP, Safety & Enterprise SerNovember 08, 2016November 10, 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 November 08, 2016 · Filed November 10, 2016

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect51,828.9 Ending reported balance After 2016-11-08 transaction · row 2
2 source rows · reconciled sequence

Row 1 · 2016-11-08 · Exercise / conversion · Acquired 6,903 · Balance 54,724.9

F1: Vesting of award of performance based restricted stock units pursuant to the 1998 Long-Term Incentive Plan of the Company.

Row 2 · 2016-11-08 · Tax withholding · Disposed 2,896 · Balance 51,828.9

F2: Shares withheld pursuant to a tax withholding obligation under the 1998 Long-Term Incentive Plan of the Company.

Restricted Stock UnitSEC Table II · derivative / convertible securityDirect26,919 Reported balance After 2016-11-08 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2016-11-08 · Grant · Acquired 4,175 · Balance 26,919

F4: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock.

F5: The restricted stock units will vest and be delivered to the reporting person three years from date of grant.

Common StockSEC Table I · non-derivativeIndirectBy Retirement Savings Plan and Trust4,972.9774 Reported balance Holding disclosure · report date 2016-11-08 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 4,972.9774

F3: To update end of period holdings as of October 31, 2016 under the Atmos Energy Corporation Retirement Savings Plan and Trust.

Common StockSEC Table I · non-derivativeIndirectBy Wife87.8 Reported balance Holding disclosure · report date 2016-11-08 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 87.8

Filing footnotes · ownership attribution and instrument terms

F1: Vesting of award of performance based restricted stock units pursuant to the 1998 Long-Term Incentive Plan of the Company.

F2: Shares withheld pursuant to a tax withholding obligation under the 1998 Long-Term Incentive Plan of the Company.

F3: To update end of period holdings as of October 31, 2016 under the Atmos Energy Corporation Retirement Savings Plan and Trust.

F4: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock.

F5: The restricted stock units will vest and be delivered to the reporting person three years from date of grant.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
November 08, 2016 Filed Nov 10, 2016 16:41 UTC ATMOS ENERGY CORP ATO · Entity 218 GrantRestricted Stock Unit · Derivative 4,175 $0.00 $0.00
Disclosure

SEC source: 0001127602-16-066650 · form4.xml · derivative · entry 5

Sweetin Marvin L · CIK 0001533072 · SR VP, Safety & Enterprise Ser

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,919

Underlying: Common Stock · 4,175 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 date of grant.

F5 · derivative.expiration_date: The restricted stock units will vest and be delivered to the reporting person three years from date of grant.

Read SEC document
November 08, 2016 Filed Nov 10, 2016 16:41 UTC ATMOS ENERGY CORP ATO · Entity 218 Tax withholdingCommon Stock 2,896 $73.29 $212,247.84
Disclosure

SEC source: 0001127602-16-066650 · form4.xml · nonDerivative · entry 2

Sweetin Marvin L · CIK 0001533072 · SR VP, Safety & Enterprise Ser

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 51,828.9

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 16:41 UTC ATMOS ENERGY CORP ATO · Entity 218 Exercise / conversionCommon Stock 6,903 $73.29 $505,920.87
Disclosure

SEC source: 0001127602-16-066650 · form4.xml · nonDerivative · entry 1

Sweetin Marvin L · CIK 0001533072 · SR VP, Safety & Enterprise Ser

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54,724.9

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 02:10 UTC ATMOS ENERGY CORP ATO · Entity 218 Exercise / conversionRestricted Stock Unit · Derivative 7,534 $0.00 $0.00
Disclosure

SEC source: 0001127602-16-066491 · form4.xml · derivative · entry 5

Sweetin Marvin L · CIK 0001533072 · SR VP, Safety & Enterprise Ser

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,744

Underlying: Common Stock · 7,534 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.

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock.

F4 · derivative.exercise_date: The restricted stock units vested and were delivered to the reporting person three years from date of grant.

F4 · 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 02:10 UTC ATMOS ENERGY CORP ATO · Entity 218 Tax withholdingCommon Stock 3,161 $71.66 $226,517.26
Disclosure

SEC source: 0001127602-16-066491 · form4.xml · nonDerivative · entry 2

Sweetin Marvin L · CIK 0001533072 · SR VP, Safety & Enterprise Ser

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,821.9

F1 · 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 02:10 UTC ATMOS ENERGY CORP ATO · Entity 218 Exercise / conversionCommon Stock 7,534 $0.00 $0.00
Disclosure

SEC source: 0001127602-16-066491 · form4.xml · nonDerivative · entry 1

Sweetin Marvin L · CIK 0001533072 · SR VP, Safety & Enterprise Ser

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,982.9

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

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.