Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ATMOS ENERGY CORPATO · Entity 218 | Director | March 06, 2026 | March 10, 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 March 06, 2026 · Filed March 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,082 |
Reported balance
After 2026-03-07 transaction · row 1
1 source rowRow 1 · 2026-03-07 · Exercise / conversion · Acquired 1,082 · Balance 1,082 |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 2,002 |
Reported balance
After 2026-03-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-06 · Grant · Acquired 920 · Balance 2,002 F1: Each restricted share unit represents a contingent right to receive one share of the Company's common stock. F2: The restricted share units will vest one year from award date and be distributed to filer. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 920 |
Reported balance
After 2026-03-07 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-07 · Exercise / conversion · Disposed 1,082 · Balance 920 F1: Each restricted share unit represents a contingent right to receive one share of the Company's common stock. F3: The restricted share units vested and were delivered to the reporting person one year from the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted share unit represents a contingent right to receive one share of the Company's common stock.
F2: The restricted share units will vest one year from award date and be distributed to filer.
F3: The restricted share units vested and were delivered to the reporting person one year from the date of grant.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SOUTHWESTERN ENERGY CO
Report date June 30, 2020 · Filed July 02, 2020
Section 16 reporting ended · disclosed 2020-07-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 634,154 |
Ending reported balance
After 2020-06-30 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2020-06-30 · Exercise / conversion · Acquired 106,375 · Balance 319,374 Row 2 · 2020-06-30 · Tax withholding · Disposed 23,403 · Balance 295,971 Row 3 · 2020-06-30 · Exercise / conversion · Acquired 158,040 · Balance 454,011 Row 4 · 2020-06-30 · Tax withholding · Disposed 49,661 · Balance 404,350 Row 5 · 2020-06-30 · Exercise / conversion · Acquired 378,903 · Balance 783,253 Row 6 · 2020-06-30 · Tax withholding · Disposed 149,099 · Balance 634,154 |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2020-06-30 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2020-06-30 · Exercise / conversion · Disposed 106,375 · Balance 0 F1: Each Restricted Stock Unit ("RSU") has the economic equivalent of one share of Southwestern Energy Company ("SWN") common stock. The RSUs vesting on June 30, 2020 were settled in common stock based on the closing price of SWN common stock on the vesting date. F2: On February 27, 2018, the reporting person was granted RSUs vesting in four equal installments beginning on the first anniversary of the grant date, or immediately upon death, disability, retirement at age 65 with required years of service, or a change in control. Vesting units will be settled in shares of SWN common stock, cash, or a combination of shares of SWN common stock and cash. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-06-30 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2020-06-30 · Exercise / conversion · Disposed 158,040 · Balance 0 F1: Each Restricted Stock Unit ("RSU") has the economic equivalent of one share of Southwestern Energy Company ("SWN") common stock. The RSUs vesting on June 30, 2020 were settled in common stock based on the closing price of SWN common stock on the vesting date. F3: On February 26, 2019, the reporting person was granted RSUs, vesting in four equal installments beginning on the first anniversary of the grant date, or immediately upon death, disability, retirement at age 65 with the required years of service, or a change in control. Vesting RSUs will be settled in shares of SWN common stock, cash, or a combination of shares of SWN common stock and cash. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-06-30 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2020-06-30 · Exercise / conversion · Disposed 378,903 · Balance 0 F1: Each Restricted Stock Unit ("RSU") has the economic equivalent of one share of Southwestern Energy Company ("SWN") common stock. The RSUs vesting on June 30, 2020 were settled in common stock based on the closing price of SWN common stock on the vesting date. F4: On February 26, 2020, the reporting person was granted restricted stock units, vesting in four equal installments beginning on the first anniversary of the grant date, or immediately upon death, disability, retirement at age 65 with required years of service, or a change in control. Each restricted stock unit that vests will entitle the holder to receive, payable in common stock or cash at the Compensation Committee's option, a value based on an adjusted stock price, calculated as the sum of (1) the closing stock price on the date of grant and (2) 50 percent of the difference between (a) the closing stock price on the date of vesting and (b) the closing stock price on the date of grant. The reporting person received 378,903 shares of common stock in settlement of the restricted stock units granted on February 26, 2020. In accordance with the terms of the award agreement, the number of shares of common stock are less than the number of restricted stock units granted. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") has the economic equivalent of one share of Southwestern Energy Company ("SWN") common stock. The RSUs vesting on June 30, 2020 were settled in common stock based on the closing price of SWN common stock on the vesting date.
F2: On February 27, 2018, the reporting person was granted RSUs vesting in four equal installments beginning on the first anniversary of the grant date, or immediately upon death, disability, retirement at age 65 with required years of service, or a change in control. Vesting units will be settled in shares of SWN common stock, cash, or a combination of shares of SWN common stock and cash.
F3: On February 26, 2019, the reporting person was granted RSUs, vesting in four equal installments beginning on the first anniversary of the grant date, or immediately upon death, disability, retirement at age 65 with the required years of service, or a change in control. Vesting RSUs will be settled in shares of SWN common stock, cash, or a combination of shares of SWN common stock and cash.
F4: On February 26, 2020, the reporting person was granted restricted stock units, vesting in four equal installments beginning on the first anniversary of the grant date, or immediately upon death, disability, retirement at age 65 with required years of service, or a change in control. Each restricted stock unit that vests will entitle the holder to receive, payable in common stock or cash at the Compensation Committee's option, a value based on an adjusted stock price, calculated as the sum of (1) the closing stock price on the date of grant and (2) 50 percent of the difference between (a) the closing stock price on the date of vesting and (b) the closing stock price on the date of grant. The reporting person received 378,903 shares of common stock in settlement of the restricted stock units granted on February 26, 2020. In accordance with the terms of the award agreement, the number of shares of common stock are less than the number of restricted stock units granted.
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, 2016 Filed Dec 6, 2016 16:53 UTC | SOUTHWESTERN ENERGY CO SWN · Entity 87196 | OtherCommon Stock | 59 | $13.19 | $778.09 |
DisclosureSEC source: 0001127602-16-069290 · form4.xml · nonDerivative · entry 3 Ale John C. · CIK 0001548336 · Sr. VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,578 F3 · kind: On September 21, 2016, the Issuer declared a quarterly dividend of $15.625 per share on its 6.25% Series B Mandatory Convertible Preferred Stock, payable on October 17, 2016, to holders of record on October 1, 2016. The dividend was paid in shares of common stock based on the Volume Weighted Average Price per share over the five consecutive trading day period ending on the second trading day immediately preceding the applicable dividend payment day, multiplied by 97%. Read SEC document |
| July 01, 2016 Filed Dec 6, 2016 16:53 UTC | SOUTHWESTERN ENERGY CO SWN · Entity 87196 | OtherCommon Stock | 60 | $12.82 | $769.31 |
DisclosureSEC source: 0001127602-16-069290 · form4.xml · nonDerivative · entry 2 Ale John C. · CIK 0001548336 · Sr. VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,519 F2 · kind: On June 14, 2016, the Issuer declared a quarterly dividend of $15.625 per share on its 6.25% Series B Mandatory Convertible Preferred Stock, payable on July 15, 2016, to holders of record on July 1, 2016. The dividend was paid in shares of common stock based on the Volume Weighted Average Price per share over the five consecutive trading day period ending on the second trading day immediately preceding the applicable dividend payment day, multiplied by 97%. Read SEC document |
| April 01, 2016 Filed Dec 6, 2016 16:53 UTC | SOUTHWESTERN ENERGY CO SWN · Entity 87196 | OtherCommon Stock | 87 | $8.91 | $775.00 |
DisclosureSEC source: 0001127602-16-069290 · form4.xml · nonDerivative · entry 1 Ale John C. · CIK 0001548336 · Sr. VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,459 F1 · kind: On March 16, 2016, the Issuer declared a quarterly dividend of $15.625 per share on its 6.25% Series B Mandatory Convertible Preferred Stock, payable on April 15, 2016, to holders of record on April 1, 2016. The dividend was paid in shares of common stock based on the Volume Weighted Average Price per share over the five consecutive trading day period ending on the second trading day immediately preceding the applicable dividend payment day, multiplied by 97%. 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.