Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ATMOS ENERGY CORPATO · Entity 218 | Vice President & Controller | 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 | 1,271.886 |
Reported balance
After 2026-05-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-02 · Exercise / conversion · Acquired 175 · Balance 1,271.886 F1: To update end of period holdings as of May 1, 2026, for shares received under an automatic dividend reinvestment feature. |
| Common StockSEC Table I · non-derivative | Direct | 1,201.886 |
Reported balance
After 2026-05-02 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-05-02 · Tax withholding · Disposed 70 · Balance 1,201.886 F2: 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 | 650 |
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 175 · Balance 650 F4: Each restricted share unit represents a contingent right to receive one share of the Company's common stock. F5: The restricted share 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 | 1.4207 |
Reported balance
Holding disclosure · report date 2026-05-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1.4207 F3: 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: To update end of period holdings as of May 1, 2026, for shares received under an automatic dividend reinvestment feature.
F2: Shares withheld pursuant to a tax withholding obligation under the 1998 Long-Term Incentive Plan (the "Plan".)
F3: To update end of period holdings as of May 1, 2026, under the Atmos Energy Corporation Retirement Savings Plan and Trust.
F4: Each restricted share unit represents a contingent right to receive one share of the Company's common stock.
F5: The restricted share 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 02, 2026 Filed May 4, 2026 20:50 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Exercise / conversionRestricted Stock Unit · Derivative | 175 | $0.00 | $0.00 |
DisclosureSEC source: 0000731802-26-000073 · form4.xml · derivative · entry 4 FAULK MICHELLE · CIK 0002038327 · Vice President & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 650 Underlying: Common Stock · 175 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. F4 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive one share of the Company's common stock. F5 · derivative.exercise_date: The restricted share units vested and were delivered to the reporting person three years from date of grant pursuant to the Plan. F5 · derivative.expiration_date: The restricted share units vested and were delivered to the reporting person three years from date of grant pursuant to the Plan. Read SEC document |
| May 02, 2026 Filed May 4, 2026 20:50 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Tax withholdingCommon Stock | 70 | $189.74 | $13,281.80 |
DisclosureSEC source: 0000731802-26-000073 · form4.xml · nonDerivative · entry 2 FAULK MICHELLE · CIK 0002038327 · Vice President & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,201.886 F2 · shares: Shares withheld pursuant to a tax withholding obligation under the 1998 Long-Term Incentive Plan (the "Plan".) Read SEC document |
| May 02, 2026 Filed May 4, 2026 20:50 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Exercise / conversionCommon Stock | 175 | $189.74 | $33,204.50 |
DisclosureSEC source: 0000731802-26-000073 · form4.xml · nonDerivative · entry 1 FAULK MICHELLE · CIK 0002038327 · Vice President & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,271.886 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 · balance_after: To update end of period holdings as of May 1, 2026, for shares received under an automatic dividend reinvestment feature. Read SEC document |
| February 03, 2026 Filed Feb 4, 2026 19:24 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantRestricted Stock Unit · Derivative | 260 | $168.06 | $43,695.60 |
DisclosureSEC source: 0000731802-26-000019 · form4.xml · derivative · entry 1 FAULK MICHELLE · CIK 0002038327 · Vice President & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 825 Underlying: Common Stock · 260 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive one share of the Company's common stock. F2 · derivative.exercise_date: The restricted stock units issued under the Company's 1998 Long-Term Incentive Plan will vest and be delivered to the reporting person three years from date of grant. F2 · derivative.expiration_date: The restricted stock units issued under the Company's 1998 Long-Term Incentive Plan will vest and be delivered to the reporting person three years from date of grant. Read SEC document |
| November 04, 2025 Filed Nov 5, 2025 21:13 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Tax withholdingCommon Stock | 116 | $172.96 | $20,063.36 |
DisclosureSEC source: 0000731802-25-000047 · form4.xml · nonDerivative · entry 2 FAULK MICHELLE · CIK 0002038327 · Vice President & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,091 F2 · shares: Shares withheld pursuant to a tax withholding obligation under the Plan. F3 · balance_after: To update end of period holdings as of November 1, 2025, for shares received under an automatic dividend reinvestment feature. Read SEC document |
| November 04, 2025 Filed Nov 5, 2025 21:13 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Exercise / conversionCommon Stock | 336 | $172.96 | $58,114.56 |
DisclosureSEC source: 0000731802-25-000047 · form4.xml · nonDerivative · entry 1 FAULK MICHELLE · CIK 0002038327 · Vice President & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,207 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 (the "Plan"). Read SEC document |
| May 02, 2025 Filed May 5, 2025 20:31 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Exercise / conversionRestricted Stock Unit · Derivative | 160 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-013354 · form4.xml · derivative · entry 4 FAULK MICHELLE · CIK 0002038327 · Vice President & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 565 Underlying: Common Stock · 160 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 share unit represents a contingent right to receive one share of the Company's common stock. F4 · derivative.exercise_date: The restricted share units vested and were delivered to the reporting person three years from date of grant pursuant to the Plan. F4 · derivative.expiration_date: The restricted share units vested and were delivered to the reporting person three years from date of grant pursuant to the Plan. Read SEC document |
| May 02, 2025 Filed May 5, 2025 20:31 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Tax withholdingCommon Stock | 64 | $160.66 | $10,281.92 |
DisclosureSEC source: 0001127602-25-013354 · form4.xml · nonDerivative · entry 2 FAULK MICHELLE · CIK 0002038327 · Vice President & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 865 F1 · shares: Shares withheld pursuant to a tax withholding obligation under the 1998 Long-Term Incentive Plan (the "Plan".) Read SEC document |
| May 02, 2025 Filed May 5, 2025 20:31 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Exercise / conversionCommon Stock | 160 | $160.66 | $25,704.80 |
DisclosureSEC source: 0001127602-25-013354 · form4.xml · nonDerivative · entry 1 FAULK MICHELLE · CIK 0002038327 · Vice President & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 929 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 |
| February 04, 2025 Filed Feb 5, 2025 21:20 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantRestricted Stock Unit · Derivative | 305 | $142.36 | $43,419.80 |
DisclosureSEC source: 0001127602-25-003176 · form4.xml · derivative · entry 1 FAULK MICHELLE · CIK 0002038327 · Vice President & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 725 Underlying: Common Stock · 305 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive one share of the Company's common stock. F2 · derivative.exercise_date: The restricted stock units issued under the Company's 1998 Long-Term Incentive Plan will vest and be delivered to the reporting person three years from date of grant. F2 · derivative.expiration_date: The restricted stock units issued under the Company's 1998 Long-Term Incentive Plan will vest and be delivered to the reporting person three years from date of grant. Read SEC document |
| November 05, 2024 Filed Nov 7, 2024 20:43 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Tax withholdingCommon Stock | 101 | $137.32 | $13,869.32 |
DisclosureSEC source: 0001127602-24-026691 · form4.xml · nonDerivative · entry 2 FAULK MICHELLE · CIK 0002038327 · Vice President & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 769 F2 · shares: Shares withheld pursuant to a tax withholding obligation under the Plan. Read SEC document |
| November 05, 2024 Filed Nov 7, 2024 20:43 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Exercise / conversionCommon Stock | 294 | $137.32 | $40,372.08 |
DisclosureSEC source: 0001127602-24-026691 · form4.xml · nonDerivative · entry 1 FAULK MICHELLE · CIK 0002038327 · Vice President & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 870 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 (the "Plan"). 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.