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 | 3,050.8357 |
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 3,050.8357 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 21:05 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 920.26 | $184.73 | $169,999.63 |
DisclosureSEC source: 0000731802-26-000061 · form4.xml · derivative · entry 1 TOLIVER TELISA · CIK 0002037841 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,050.8357 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 |
| March 07, 2025 Filed Mar 11, 2025 20:25 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 1,082.947 | $147.75 | $160,005.42 |
DisclosureSEC source: 0001127602-25-009066 · form4.xml · derivative · entry 1 TOLIVER TELISA · CIK 0002037841 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,089.095 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 share 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 of Directors. F2 · derivative.expiration_date: The phantom share 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 of Directors. F3 · balance_after: Includes 6.15 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 |
| October 01, 2024 Filed Oct 2, 2024 20:08 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 1,000 | $138.73 | $138,730.00 |
DisclosureSEC source: 0001127602-24-024867 · form4.xml · derivative · entry 1 TOLIVER TELISA · CIK 0002037841 · Director 10b5-1 filing: No plan indicated 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 share 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 of Directors. F2 · derivative.expiration_date: The phantom share 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 of Directors. 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.