Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ATMOS ENERGY CORPATO · Entity 218 | Senior Advisor | 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 | 32,985.7159 |
Ending reported balance
After 2026-05-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-02 · Exercise / conversion · Acquired 2,815 · Balance 34,027.7159 Row 2 · 2026-05-02 · Tax withholding · Disposed 1,042 · Balance 32,985.7159 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 | 4,195 |
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 2,815 · Balance 4,195 F3: Each restricted share unit represents a contingent right to receive one share of the Company's common stock. F4: 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 and Trust | 1,873.8666 |
Reported balance
Holding disclosure · report date 2026-05-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,873.8666 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 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 |
|---|---|---|---|---|---|---|
| November 08, 2019 Filed Nov 12, 2019 20:28 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Tax withholdingCommon Stock | 387 | $107.66 | $41,664.42 |
DisclosureSEC source: 0001127602-19-032479 · form4.xml · nonDerivative · entry 2 HARTSFIELD KAREN E · CIK 0001713954 · SR VP, GC & CORPORATE SEC'Y 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,869.5719 F1 · shares: Shares withheld pursuant to a tax withholding obligation under the 1998 Long-Term Incentive Plan of the Company (the "Plan"). Read SEC document |
| November 08, 2019 Filed Nov 12, 2019 20:28 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Exercise / conversionCommon Stock | 982 | $107.66 | $105,722.12 |
DisclosureSEC source: 0001127602-19-032479 · form4.xml · nonDerivative · entry 1 HARTSFIELD KAREN E · CIK 0001713954 · SR VP, GC & CORPORATE SEC'Y 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,256.5719 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 |
| November 05, 2019 Filed Nov 8, 2019 22:17 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Tax withholdingCommon Stock | 1,349 | $108.40 | $146,231.60 |
DisclosureSEC source: 0001127602-19-032355 · form4.xml · nonDerivative · entry 4 HARTSFIELD KAREN E · CIK 0001713954 · SR VP, GC & CORPORATE SEC'Y 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,274.9249 F2 · shares: Shares withheld pursuant to a tax withholding obligation under the Plan. Read SEC document |
| November 05, 2019 Filed Nov 8, 2019 22:17 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Exercise / conversionCommon Stock | 3,428 | $108.40 | $371,595.20 |
DisclosureSEC source: 0001127602-19-032355 · form4.xml · nonDerivative · entry 3 HARTSFIELD KAREN E · CIK 0001713954 · SR VP, GC & CORPORATE SEC'Y 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,623.9249 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 · shares: Vesting of performance based restricted stock units pursuant to the Plan. Read SEC document |
| November 05, 2019 Filed Nov 8, 2019 22:17 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Tax withholdingCommon Stock | 142 | $108.40 | $15,392.80 |
DisclosureSEC source: 0001127602-19-032355 · form4.xml · nonDerivative · entry 2 HARTSFIELD KAREN E · CIK 0001713954 · SR VP, GC & CORPORATE SEC'Y 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,195.9249 F2 · shares: Shares withheld pursuant to a tax withholding obligation under the Plan. Read SEC document |
| November 05, 2019 Filed Nov 8, 2019 22:17 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Exercise / conversionCommon Stock | 360 | $18.40 | $6,624.00 |
DisclosureSEC source: 0001127602-19-032355 · form4.xml · nonDerivative · entry 1 HARTSFIELD KAREN E · CIK 0001713954 · SR VP, GC & CORPORATE SEC'Y 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,337.9249 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 07, 2019 Filed May 8, 2019 14:27 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantRestricted Stock Unit · Derivative | 2,885 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-017682 · form4.xml · derivative · entry 1 HARTSFIELD KAREN E · CIK 0001713954 · SR VP, GC & CORPORATE SEC'Y 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,884 Underlying: Common Stock · 2,885 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 |
| May 04, 2019 Filed May 7, 2019 16:20 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Exercise / conversionRestricted Stock Unit · Derivative | 280 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-017552 · form4.xml · derivative · entry 4 HARTSFIELD KAREN E · CIK 0001713954 · SR VP, GC & CORPORATE SEC'Y 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,999 Underlying: Common Stock · 280 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 stock unit represents a contingent right to receive one share of the Company's common stock. F5 · derivative.exercise_date: The restricted stock units vested and were delivered to the reporting person three years from date of grant. F5 · 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 04, 2019 Filed May 7, 2019 16:20 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Tax withholdingCommon Stock | 111 | $102.47 | $11,374.17 |
DisclosureSEC source: 0001127602-19-017552 · form4.xml · nonDerivative · entry 2 HARTSFIELD KAREN E · CIK 0001713954 · SR VP, GC & CORPORATE SEC'Y 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 968.277 F2 · shares: Shares withheld pursuant to a tax withholding obligation under the 1998 Long-Term Incentive Plan of the Company. Read SEC document |
| May 04, 2019 Filed May 7, 2019 16:20 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Exercise / conversionCommon Stock | 280 | $102.47 | $28,691.60 |
DisclosureSEC source: 0001127602-19-017552 · form4.xml · nonDerivative · entry 1 HARTSFIELD KAREN E · CIK 0001713954 · SR VP, GC & CORPORATE SEC'Y 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,079.277 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: Includes an adjustment of 8.353 shares reflecting a true up of shares acquired through April 30, 2019 under a dividend reinvestment feature. Read SEC document |
| November 06, 2018 Filed Nov 9, 2018 00:01 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Tax withholdingCommon Stock | 152 | $94.18 | $14,315.36 |
DisclosureSEC source: 0001127602-18-032573 · form4.xml · nonDerivative · entry 2 HARTSFIELD KAREN E · CIK 0001713954 · SR VP, GC & CORPORATE SEC'Y 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 782 F2 · shares: Shares withheld pursuant to a tax withholding obligation under the Plan. Read SEC document |
| November 06, 2018 Filed Nov 9, 2018 00:01 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Exercise / conversionCommon Stock | 386 | $94.18 | $36,353.48 |
DisclosureSEC source: 0001127602-18-032573 · form4.xml · nonDerivative · entry 1 HARTSFIELD KAREN E · CIK 0001713954 · SR VP, GC & CORPORATE SEC'Y 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 934 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 |
| June 01, 2018 Filed Jun 5, 2018 12:42 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Exercise / conversionRestricted Stock Unit · Derivative | 310 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-019880 · form4.xml · derivative · entry 4 HARTSFIELD KAREN E · CIK 0001713954 · SR VP, GC & CORPORATE SEC'Y 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,279 Underlying: Common Stock · 310 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 |
| June 01, 2018 Filed Jun 5, 2018 12:42 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Tax withholdingCommon Stock | 120 | $88.31 | $10,597.20 |
DisclosureSEC source: 0001127602-18-019880 · form4.xml · nonDerivative · entry 2 HARTSFIELD KAREN E · CIK 0001713954 · SR VP, GC & CORPORATE SEC'Y 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 548 F1 · balance_after: Shares withheld pursuant to a tax withholding obligation under the 1998 Long-Term Incentive Plan of the Company. Read SEC document |
| June 01, 2018 Filed Jun 5, 2018 12:42 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Exercise / conversionCommon Stock | 310 | $88.31 | $27,376.10 |
DisclosureSEC source: 0001127602-18-019880 · form4.xml · nonDerivative · entry 1 HARTSFIELD KAREN E · CIK 0001713954 · SR VP, GC & CORPORATE SEC'Y 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 668 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 20:45 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantRestricted Stock Unit · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-015976 · form4.xml · derivative · entry 1 HARTSFIELD KAREN E · CIK 0001713954 · SR VP, GC & CORPORATE SEC'Y 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,589 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 20:20 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantRestricted Stock Unit · Derivative | 492 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-031712 · form4.xml · derivative · entry 4 HARTSFIELD KAREN E · CIK 0001713954 · SR VP, GC & CORPORATE SEC'Y 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,589 Underlying: Common Stock · 492 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 issued will vest and be delivered to the reporting person three years from date of grant. F5 · 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 20:20 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Tax withholdingCommon Stock | 133 | $88.24 | $11,735.92 |
DisclosureSEC source: 0001127602-17-031712 · form4.xml · nonDerivative · entry 2 HARTSFIELD KAREN E · CIK 0001713954 · SR VP, GC & CORPORATE SEC'Y 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 358 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 20:20 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Exercise / conversionCommon Stock | 491 | $88.24 | $43,325.84 |
DisclosureSEC source: 0001127602-17-031712 · form4.xml · nonDerivative · entry 1 HARTSFIELD KAREN E · CIK 0001713954 · SR VP, GC & CORPORATE SEC'Y 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 491 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 |
| August 07, 2017 Filed Aug 8, 2017 18:38 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantRestricted Stock Unit · Derivative | 2,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-025213 · form4.xml · derivative · entry 1 HARTSFIELD KAREN E · CIK 0001713954 · SR VP, GC & CORPORATE SEC'Y 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,097 Underlying: Common Stock · 2,285 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.