Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ATMOS ENERGY CORPATO · Entity 218 | SR VP, Safety & Enterprise Ser | November 08, 2016 | November 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 51,828.9 |
Ending reported balance
After 2016-11-08 transaction · row 2
2 source rows · reconciled sequenceRow 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 security | Direct | 26,919 |
Reported balance
After 2016-11-08 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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-derivative | IndirectBy Retirement Savings Plan and Trust | 4,972.9774 |
Reported balance
Holding disclosure · report date 2016-11-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 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-derivative | IndirectBy Wife | 87.8 |
Reported balance
Holding disclosure · report date 2016-11-08 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 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
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 |
|---|---|---|---|---|---|---|
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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.