Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ATMOS ENERGY CORPATO · Entity 218 | Director | August 11, 2026 | August 12, 2026 |
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 August 11, 2026 · Filed August 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 488 |
Reported balance
After 2026-08-11 transaction · row 1
1 source rowRow 1 · 2026-08-11 · Purchase · Acquired 300 · Balance 488 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 24,047 |
Reported balance
Holding disclosure · report date 2026-08-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 24,047 |
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 |
|---|---|---|---|---|---|---|
| August 11, 2026 Filed Aug 12, 2026 14:54 UTC | ATMOS ENERGY CORP ATO · Entity 218 | PurchaseCommon Stock | 300 | $167.59 | $50,278.35 |
DisclosureSEC source: 0000731802-26-000104 · form4.xml · nonDerivative · entry 1 WARE WILLIAM JAMES · CIK 0002108889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 488 Read SEC document |
| March 06, 2026 Filed Mar 10, 2026 21:06 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 920.26 | $184.73 | $169,999.63 |
DisclosureSEC source: 0000731802-26-000063 · form4.xml · derivative · entry 1 WARE WILLIAM JAMES · CIK 0002108889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 920.26 Underlying: Common Stock · 920.26 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. 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.