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 |
| Birchtech Corp.BCHT · Entity 7450 | Director | January 09, 2025 | January 13, 2025 |
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 |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 920.26 |
Reported balance
After 2026-03-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-06 · Grant · Acquired 920.26 · Balance 920.26 F1: Each unit of phantom stock is equivalent to one share of the Company's common stock. F2: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Each unit of phantom stock is equivalent to one share of the Company's common stock.
F2: 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.
Birchtech Corp.
Report date January 09, 2025 · Filed January 13, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.56 · Expires 2030-01-09 | Direct | 100,000 |
Reported balance
After 2025-01-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-01-09 · Grant · Acquired 100,000 · Balance 100,000 |
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 |
|---|---|---|---|---|---|---|
| March 06, 2026 Filed Mar 10, 2026 20:55 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 920.26 | $184.73 | $169,999.63 |
DisclosureSEC source: 0000731802-26-000051 · form4.xml · derivative · entry 1 Coogler Mitzi H · CIK 0002050539 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 920.26 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 09, 2025 Filed Jan 13, 2025 22:33 UTC | Birchtech Corp. BCHT · Entity 7450 | GrantStock Option (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $0.56 | $0.00 |
DisclosureSEC source: 0000945836-25-000002 · primary_doc.xml · derivative · entry 1 Coogler Mitzi H · CIK 0002050539 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2030-01-09 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.