Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ATMOS ENERGY CORPATO · Entity 218 | Director | October 01, 2026 | October 05, 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 October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 334 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 77 · Balance 334 F1: This acquisition was made under the Atmos Energy Corporation 1998 Long-Term Incentive Plan in a transaction exempt under Rule 16b-3(d). |
Filing footnotes · ownership attribution and instrument terms
F1: This acquisition was made under the Atmos Energy Corporation 1998 Long-Term Incentive Plan in a transaction exempt under Rule 16b-3(d).
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 5, 2026 16:17 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantCommon Stock | 77 | $155.79 | $11,995.83 |
DisclosureSEC source: 0000731802-26-000118 · form4.xml · nonDerivative · entry 1 GARZA RAFAEL G · CIK 0001668752 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 334 F1 · shares: This acquisition was made under the Atmos Energy Corporation 1998 Long-Term Incentive Plan in a transaction exempt under Rule 16b-3(d). Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 20:51 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantCommon Stock | 65 | $172.92 | $11,240.00 |
DisclosureSEC source: 0000731802-26-000094 · form4.xml · nonDerivative · entry 1 GARZA RAFAEL G · CIK 0001668752 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 257 F1 · shares: This acquisition was made under the Atmos Energy Corporation 1998 Long-Term Incentive Plan in a transaction exempt under Rule 16b-3(d). Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 20:09 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantCommon Stock | 60 | $185.09 | $11,105.40 |
DisclosureSEC source: 0000731802-26-000069 · form4.xml · nonDerivative · entry 1 GARZA RAFAEL G · CIK 0001668752 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 192 F1 · shares: This acquisition was made under the Atmos Energy Corporation 1998 Long-Term Incentive Plan in a transaction exempt under Rule 16b-3(d). Read SEC document |
| March 06, 2026 Filed Mar 10, 2026 20:59 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 920.26 | $184.73 | $169,999.63 |
DisclosureSEC source: 0000731802-26-000055 · form4.xml · derivative · entry 1 GARZA RAFAEL G · CIK 0001668752 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,665.866 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 |
| January 02, 2026 Filed Jan 5, 2026 21:02 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantCommon Stock | 66 | $168.23 | $11,103.18 |
DisclosureSEC source: 0000731802-26-000002 · form4.xml · nonDerivative · entry 1 GARZA RAFAEL G · CIK 0001668752 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132 F1 · shares: This acquisition was made under the Atmos Energy Corporation 1998 Long-Term Incentive Plan in a transaction exempt under Rule 16b-3(d). Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 18:38 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantCommon Stock | 66 | $170.13 | $11,228.25 |
DisclosureSEC source: 0000731802-25-000030 · form4.xml · nonDerivative · entry 1 GARZA RAFAEL G · CIK 0001668752 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66 F1 · shares: This acquisition was made under the Atmos Energy Corporation 1998 Long-Term Incentive Plan in a transaction exempt under Rule 16b-3(d). Read SEC document |
| March 07, 2025 Filed Mar 11, 2025 20:17 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 1,082.947 | $147.75 | $160,005.42 |
DisclosureSEC source: 0001127602-25-009049 · form4.xml · derivative · entry 1 GARZA RAFAEL G · CIK 0001668752 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,264.9513 Underlying: Common Stock · 1,082.947 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. F3 · balance_after: Includes 510.25 phantom stock units resulting from a dividend reinvestment feature of the Plan which were allocated to reporting person's account since last filing. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 20:40 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 1,293.55 | $115.96 | $150,000.06 |
DisclosureSEC source: 0001127602-24-009790 · form4.xml · derivative · entry 1 GARZA RAFAEL G · CIK 0001668752 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,671.7609 Underlying: Common Stock · 1,293.55 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. F3 · balance_after: Includes 1.23 shares resulting from the dividend reinvestment feature of the Plan which were allocated to reporting person's account since last filing. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 17:02 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 1,367.12 | $109.72 | $150,000.41 |
DisclosureSEC source: 0001127602-23-010024 · form4.xml · derivative · entry 1 GARZA RAFAEL G · CIK 0001668752 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,014.882 Underlying: Common Stock · 1,367.12 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 units of phantom stock 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 units of phantom stock 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. F3 · balance_after: Includes 402.37 shares resulting from the dividend reinvestment feature which were allocated to reporting person's account since March 11, 2022. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 15:45 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 1,322.693 | $113.41 | $150,000.00 |
DisclosureSEC source: 0001127602-22-009246 · form4.xml · derivative · entry 1 GARZA RAFAEL G · CIK 0001668752 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,245.3907 Underlying: Common Stock · 1,322.693 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 units of phantom stock 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 units of phantom stock 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. F3 · balance_after: Includes 474.31 units of phantom stock resulting from a dividend reinvestment feature of the Plan which were allocated to reporting person's account since March 9, 2021. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 15:55 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 1,652.164 | $90.79 | $149,999.97 |
DisclosureSEC source: 0001127602-21-009834 · form4.xml · derivative · entry 1 GARZA RAFAEL G · CIK 0001668752 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,448.3997 Underlying: Common Stock · 1,652.164 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. F3 · derivative.expiration_date: The phantom stock units are to be settled upon the reporting person's termination of service on the Company's Board. F4 · balance_after: Includes 283.80 phantom stock units resulting from a dividend reinvestment feature of the Plan which were allocated to reporting person's account since March 9, 2020. Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 16:15 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 1,375.07 | $109.09 | $150,006.39 |
DisclosureSEC source: 0001127602-20-010039 · form4.xml · derivative · entry 1 GARZA RAFAEL G · CIK 0001668752 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,512.43 Underlying: Common Stock · 1,375.07 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. F3 · derivative.expiration_date: The phantom stock units are to be settled upon the reporting person's termination of service on the Company's Board. F4 · balance_after: Includes 226.36 phantom stock units resulting from dividend reinvestment features of the Plans which were allocated to reporting person's account since March 12, 2019. Read SEC document |
| March 08, 2019 Filed Mar 12, 2019 15:19 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 1,504.06 | $99.73 | $149,999.90 |
DisclosureSEC source: 0001127602-19-010954 · form4.xml · derivative · entry 1 GARZA RAFAEL G · CIK 0001668752 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,910.9781 Underlying: Common Stock · 1,504.06 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 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 settled upon the reporting person's termination of service on the Company's Board. F3 · balance_after: Includes 204.64 phantom stock units resulting from a dividend reinvestment feature of the Plan which were allocated to reporting person's account since March 12, 2018. Read SEC document |
| March 09, 2018 Filed Mar 12, 2018 19:27 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 3,000 | $79.80 | $239,385.00 |
DisclosureSEC source: 0001127602-18-011136 · form4.xml · derivative · entry 1 GARZA RAFAEL G · CIK 0001668752 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,202.3054 Underlying: Common Stock · 3,000 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. F3 · balance_after: Includes 131.62 phantom stock units resulting from a dividend reinvestment feature of the Plan which were allocated to reporting person's account since March 10, 2017. Read SEC document |
| March 10, 2017 Filed Mar 13, 2017 18:53 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 3,000 | $77.20 | $231,585.00 |
DisclosureSEC source: 0001127602-17-011406 · form4.xml · derivative · entry 1 GARZA RAFAEL G · CIK 0001668752 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,070.68 Underlying: Common Stock · 3,000 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.