Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ATMOS ENERGY CORPATO · Entity 218 | Director · PRESIDENT & CEO | May 02, 2026 | May 04, 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 May 02, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 135,979.199 |
Ending reported balance
After 2026-05-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-02 · Exercise / conversion · Acquired 16,850 · Balance 142,214.199 Row 2 · 2026-05-02 · Tax withholding · Disposed 6,235 · Balance 135,979.199 F1: Shares withheld pursuant to a tax withholding obligation under the 1998 Long-Term Incentive Plan (the "Plan".) |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 26,365 |
Reported balance
After 2026-05-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-02 · Exercise / conversion · Disposed 16,850 · Balance 26,365 F3: Each restricted share unit represents a contingent right to receive one share of the Company's common stock. F4: The restricted stock units vested and were delivered to the reporting person three years from date of grant pursuant to the Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Retirement Savings Plan and Trust | 13,185.0263 |
Reported balance
Holding disclosure · report date 2026-05-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 13,185.0263 F2: To update end of period holdings as of May 1, 2026, under the Atmos Energy Corporation Retirement Savings Plan and Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld pursuant to a tax withholding obligation under the 1998 Long-Term Incentive Plan (the "Plan".)
F2: To update end of period holdings as of May 1, 2026, under the Atmos Energy Corporation Retirement Savings Plan and Trust.
F3: Each restricted share unit represents a contingent right to receive one share of the Company's common stock.
F4: The restricted stock units vested and were delivered to the reporting person three years from date of grant pursuant to the Plan.
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 |
|---|---|---|---|---|---|---|
| May 05, 2018 Filed May 8, 2018 12:56 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Exercise / conversionCommon Stock | 1,080 | $88.86 | $95,968.80 |
DisclosureSEC source: 0001127602-18-016546 · form4.xml · nonDerivative · entry 1 AKERS JOHN K · CIK 0001693925 · SR VP, Safety & Enterprise Ser 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,712.205 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 |
| May 01, 2018 Filed May 2, 2018 20:40 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantRestricted Stock Unit · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-015969 · form4.xml · derivative · entry 1 AKERS JOHN K · CIK 0001693925 · SR VP, Safety & Enterprise Ser 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,580 Underlying: Common Stock · 3,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F2 · derivative.exercise_date: The restricted stock units issued will vest and be delivered to the reporting person three years from date of grant. F2 · derivative.expiration_date: The restricted stock units issued will vest and be delivered to the reporting person three years from date of grant. Read SEC document |
| November 07, 2017 Filed Nov 9, 2017 20:09 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Tax withholdingCommon Stock | 716 | $88.24 | $63,179.84 |
DisclosureSEC source: 0001127602-17-031704 · form4.xml · nonDerivative · entry 2 AKERS JOHN K · CIK 0001693925 · SR VP, Safety & Enterprise Ser 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,321.666 F2 · shares: Shares withheld pursuant to a tax withholding obligation under the 1998 Long-Term Incentive Plan of the Company. Read SEC document |
| November 07, 2017 Filed Nov 9, 2017 20:09 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Exercise / conversionCommon Stock | 1,710 | $88.24 | $150,890.40 |
DisclosureSEC source: 0001127602-17-031704 · form4.xml · nonDerivative · entry 1 AKERS JOHN K · CIK 0001693925 · SR VP, Safety & Enterprise Ser 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,037.666 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 |
| May 06, 2017 Filed May 9, 2017 19:43 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Exercise / conversionRestricted Stock Unit · Derivative | 1,295 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-017364 · form4.xml · derivative · entry 4 AKERS JOHN K · CIK 0001693925 · SR VP, Safety & Enterprise Ser 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,580 Underlying: Common Stock · 1,295 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 |
| May 06, 2017 Filed May 9, 2017 19:43 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Tax withholdingCommon Stock | 482 | $81.90 | $39,475.80 |
DisclosureSEC source: 0001127602-17-017364 · form4.xml · nonDerivative · entry 2 AKERS JOHN K · CIK 0001693925 · SR VP, Safety & Enterprise Ser 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,053.824 F1 · shares: Shares withheld pursuant to a tax withholding obligation under the 1998 Long-Term Incentive Plan of the Company. Read SEC document |
| May 06, 2017 Filed May 9, 2017 19:43 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Exercise / conversionCommon Stock | 1,295 | $81.90 | $106,060.50 |
DisclosureSEC source: 0001127602-17-017364 · form4.xml · nonDerivative · entry 1 AKERS JOHN K · CIK 0001693925 · SR VP, Safety & Enterprise Ser 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,535.824 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 |
| May 02, 2017 Filed May 4, 2017 15:17 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantRestricted Stock Unit · Derivative | 2,525 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-016780 · form4.xml · derivative · entry 1 AKERS JOHN K · CIK 0001693925 · SR VP, Safety & Enterprise Ser 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,875 Underlying: Common Stock · 2,525 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F2 · derivative.exercise_date: The restricted stock units issued will vest and be delivered to the reporting person three years from date of grant. F2 · derivative.expiration_date: The restricted stock units issued will vest and be delivered to the reporting person three years from date of grant. 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.