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 |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,791.6777 |
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 9,791.6777 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.
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 20:58 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 920.26 | $184.73 | $169,999.63 |
DisclosureSEC source: 0000731802-26-000053 · form4.xml · derivative · entry 1 DONOHUE SEAN · CIK 0001758743 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,791.6777 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 |
| December 03, 2025 Filed Dec 4, 2025 16:05 UTC | ATMOS ENERGY CORP ATO · Entity 218 | SaleCommon Stock | 450 | $171.15 | $77,017.50 |
DisclosureSEC source: 0000731802-25-000058 · form4.xml · nonDerivative · entry 1 DONOHUE SEAN · CIK 0001758743 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 876.598 Read SEC document |
| March 08, 2025 Filed Mar 11, 2025 20:15 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Exercise / conversionRestricted Stock Unit · Derivative | 1,293 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009046 · form4.xml · derivative · entry 3 DONOHUE SEAN · CIK 0001758743 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,293 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 stock units vested and were delivered to the reporting person one year from date of grant. F5 · derivative.expiration_date: The restricted stock units vested and were delivered to the reporting person one year from date of grant. Read SEC document |
| March 08, 2025 Filed Mar 11, 2025 20:15 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Exercise / conversionCommon Stock | 1,293 | $147.75 | $191,040.75 |
DisclosureSEC source: 0001127602-25-009046 · form4.xml · nonDerivative · entry 1 DONOHUE SEAN · CIK 0001758743 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,311.963 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 |
| March 07, 2025 Filed Mar 11, 2025 20:15 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 1,082.947 | $147.75 | $160,005.42 |
DisclosureSEC source: 0001127602-25-009046 · form4.xml · derivative · entry 2 DONOHUE SEAN · CIK 0001758743 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,679.0132 Underlying: Common Stock · 1,082.947 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. F3 · balance_after: Includes 195.39 phantom stock units resulting from a dividend reinvestment feature of the Plan which were allocated to reporting person's account since last filing. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 20:37 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantRestricted Stock Unit · Derivative | 1,293 | $115.96 | $149,936.28 |
DisclosureSEC source: 0001127602-24-009782 · form4.xml · derivative · entry 1 DONOHUE SEAN · CIK 0001758743 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,293 Underlying: Common Stock · 1,293 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 will vest and be delivered to the reporting person one year from date of grant. F2 · derivative.expiration_date: The restricted stock units will vest and be delivered to the reporting person one year from date of grant. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 17:00 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 1,367.12 | $109.72 | $150,000.41 |
DisclosureSEC source: 0001127602-23-010021 · form4.xml · derivative · entry 1 DONOHUE SEAN · CIK 0001758743 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,254.3666 Underlying: Common Stock · 1,367.12 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 units of phantom stock 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 units of phantom stock 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. F3 · balance_after: Includes 142.29 phantom stock units resulting from a dividend reinvestment feature of the Plan which were allocated to reporting person's account on March 11, 2022. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 15:47 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 1,322.693 | $113.41 | $150,000.00 |
DisclosureSEC source: 0001127602-22-009249 · form4.xml · derivative · entry 1 DONOHUE SEAN · CIK 0001758743 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,744.9528 Underlying: Common Stock · 1,322.693 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 units of phantom stock 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 units of phantom stock 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. F3 · balance_after: Includes 140.56 units of phantom stock resulting from a dividend reinvestment feature of the Plan which were allocated to reporting person's account since March 9, 2021. Read SEC document |
| September 09, 2021 Filed Sep 10, 2021 21:03 UTC | ATMOS ENERGY CORP ATO · Entity 218 | SaleCommon Stock | 1,375 | $96.83 | $133,141.25 |
DisclosureSEC source: 0001127602-21-025151 · form4.xml · nonDerivative · entry 1 DONOHUE SEAN · CIK 0001758743 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17.452 F1 · balance_after: Pursuant to a dividend reinvestment feature, shares were allocated to the reporting person's account in the amounts of 8.575 on June 7, 2021 and 8.877 shares on September 7, 2021. Read SEC document |
| March 06, 2021 Filed Mar 9, 2021 18:23 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Exercise / conversionRestricted Stock Unit · Derivative | 1,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-009848 · form4.xml · derivative · entry 3 DONOHUE SEAN · CIK 0001758743 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,375 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. F5 · derivative.exercise_price: Each restricted stock unit is equivalent to one share of the Company's common stock. F6 · derivative.exercise_date: The restricted stock units vested and were delivered to the reporting person one year from date of grant. F6 · derivative.expiration_date: The restricted stock units vested and were delivered to the reporting person one year from date of grant. Read SEC document |
| March 06, 2021 Filed Mar 9, 2021 18:23 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Exercise / conversionCommon Stock | 1,375 | $90.79 | $124,836.25 |
DisclosureSEC source: 0001127602-21-009848 · form4.xml · nonDerivative · entry 1 DONOHUE SEAN · CIK 0001758743 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,375 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 |
| March 05, 2021 Filed Mar 9, 2021 18:23 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 1,652.164 | $90.79 | $149,999.97 |
DisclosureSEC source: 0001127602-21-009848 · form4.xml · derivative · entry 2 DONOHUE SEAN · CIK 0001758743 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,281.7063 Underlying: Common Stock · 1,652.164 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. F3 · derivative.expiration_date: The phantom stock units are to be settled upon the reporting person's termination of service on the Company's Board. F4 · balance_after: Includes 68.04 phantom stock units resulting from a dividend reinvestment feature of the Plan which were allocated to reporting person's account since March 9, 2020. Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 16:11 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantRestricted Stock Unit · Derivative | 1,375 | $109.09 | $149,998.75 |
DisclosureSEC source: 0001127602-20-010037 · form4.xml · derivative · entry 1 DONOHUE SEAN · CIK 0001758743 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,375 Underlying: Common Stock · 1,375 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 were granted under the 1998 Long-Term Incentive Plan (the "Plan") and will vest one year from date of grant. F3 · derivative.expiration_date: The restricted stock units will vest and be delivered to the reporting person one year from date of grant. Read SEC document |
| March 08, 2019 Filed Mar 12, 2019 15:16 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 1,504.06 | $99.73 | $149,999.90 |
DisclosureSEC source: 0001127602-19-010952 · form4.xml · derivative · entry 1 DONOHUE SEAN · CIK 0001758743 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,509.44 Underlying: Common Stock · 1,504.06 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 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 settled upon the reporting person's termination of service on the Company's Board. F3 · balance_after: Includes 5.38 phantom stock units resulting from a dividend reinvestment feature of the Plan which were allocated to reporting person's account on December 10, 2018. Read SEC document |
| November 30, 2018 Filed Dec 4, 2018 15:45 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 1,000 | $94.66 | $94,655.00 |
DisclosureSEC source: 0001127602-18-035035 · form4.xml · derivative · entry 1 DONOHUE SEAN · CIK 0001758743 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.