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 |
| Duke Energy CORPDUK · Entity 2925 | EVP&Pres Natural Gas Business | February 28, 2019 | March 04, 2019 |
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 | 9,313.2966 |
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 9,313.2966 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.
Duke Energy CORP
Report date February 28, 2019 · Filed March 04, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,780 |
Reported balance
After 2019-02-28 transaction · row 1
1 source rowRow 1 · 2019-02-28 · Tax withholding · Disposed 305 · Balance 28,780 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PIEDMONT NATURAL GAS CO INC
Report date October 03, 2016 · Filed October 05, 2016
Section 16 reporting ended · disclosed 2016-10-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2016-10-03 transaction · row 1
1 source rowRow 1 · 2016-10-03 · Disposition to issuer · Disposed 99,948.153 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger ("Merger Agreement") dated as of October 24, 2015 by and among Duke Energy Corporation ("Duke Energy"), Forest Subsidiary, Inc. and Piedmont Natural Gas Company, Inc. ("Piedmont") in exchange for $60.00 in cash for each share of Piedmont common stock held immediately prior to the Effective Time (as defined in the Merger Agreement) of the merger. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 0 |
Reported balance
After 2016-10-03 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2016-10-03 · Disposition to issuer · Disposed 3,150.23 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger ("Merger Agreement") dated as of October 24, 2015 by and among Duke Energy Corporation ("Duke Energy"), Forest Subsidiary, Inc. and Piedmont Natural Gas Company, Inc. ("Piedmont") in exchange for $60.00 in cash for each share of Piedmont common stock held immediately prior to the Effective Time (as defined in the Merger Agreement) of the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger ("Merger Agreement") dated as of October 24, 2015 by and among Duke Energy Corporation ("Duke Energy"), Forest Subsidiary, Inc. and Piedmont Natural Gas Company, Inc. ("Piedmont") in exchange for $60.00 in cash for each share of Piedmont common stock held immediately prior to the Effective Time (as defined in the Merger Agreement) of the merger.
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 21:08 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 920.26 | $184.73 | $169,999.63 |
DisclosureSEC source: 0000731802-26-000065 · form4.xml · derivative · entry 1 YOHO FRANK H · CIK 0001238195 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,313.2966 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 20:07 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 1,082.947 | $147.75 | $160,005.42 |
DisclosureSEC source: 0001127602-25-009029 · form4.xml · derivative · entry 1 YOHO FRANK H · CIK 0001238195 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,211.3482 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 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 Plan and are to be settled upon the reporting person's termination of service on the Company's Board. F3 · balance_after: Includes 174.47 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 20:55 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 1,293.55 | $115.96 | $150,000.06 |
DisclosureSEC source: 0001127602-24-009818 · form4.xml · derivative · entry 1 YOHO FRANK H · CIK 0001238195 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,953.9367 Underlying: Common Stock · 1,293.55 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 0.38 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 10, 2023 Filed Mar 14, 2023 18:10 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 1,367.12 | $109.72 | $150,000.41 |
DisclosureSEC source: 0001127602-23-010043 · form4.xml · derivative · entry 1 YOHO FRANK H · CIK 0001238195 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,548.481 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 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 101.06 shares resulting from the dividend reinvestment feature which were allocated to reporting person's account since March 11, 2022. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 15:34 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 1,322.693 | $113.41 | $150,000.00 |
DisclosureSEC source: 0001127602-22-009236 · form4.xml · derivative · entry 1 YOHO FRANK H · CIK 0001238195 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,080.291 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 87.65 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 |
| March 05, 2021 Filed Mar 9, 2021 14:50 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 1,652.164 | $90.79 | $149,999.97 |
DisclosureSEC source: 0001127602-21-009814 · form4.xml · derivative · entry 1 YOHO FRANK H · CIK 0001238195 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,669.9503 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 17.79 phantom stock units resulting from a dividend reinvestment feature of the Plan which were allocated to reporting person's account since May 1, 2020. Read SEC document |
| February 04, 2021 Filed Feb 4, 2021 20:01 UTC | ATMOS ENERGY CORP ATO · Entity 218 | PurchaseCommon Stock | 500 | $87.80 | $43,897.50 |
DisclosureSEC source: 0001127602-21-003929 · form4.xml · nonDerivative · entry 1 YOHO FRANK H · CIK 0001238195 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Read SEC document |
| August 26, 2020 Filed Aug 26, 2020 15:16 UTC | ATMOS ENERGY CORP ATO · Entity 218 | PurchaseCommon Stock | 1,500 | $99.48 | $149,220.00 |
DisclosureSEC source: 0001127602-20-024260 · form4.xml · nonDerivative · entry 1 YOHO FRANK H · CIK 0001238195 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Read SEC document |
| May 15, 2020 Filed May 19, 2020 14:38 UTC | ATMOS ENERGY CORP ATO · Entity 218 | PurchaseCommon Stock | 1,000 | $92.30 | $92,300.00 |
DisclosureSEC source: 0001127602-20-017056 · form4.xml · nonDerivative · entry 1 YOHO FRANK H · CIK 0001238195 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| May 01, 2020 Filed May 4, 2020 16:34 UTC | ATMOS ENERGY CORP ATO · Entity 218 | GrantPhantom Stock Units · Derivative | 1,000 | $99.97 | $99,965.00 |
DisclosureSEC source: 0001127602-20-015128 · form4.xml · derivative · entry 1 YOHO FRANK H · CIK 0001238195 · 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 |
| February 28, 2019 Filed Mar 4, 2019 16:32 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 305 | $89.66 | $27,346.30 |
DisclosureSEC source: 0001326160-19-000098 · wf-form4_155173516357401.xml · nonDerivative · entry 1 YOHO FRANK H · CIK 0001238195 · EVP&Pres Natural Gas Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,780 Read SEC document |
| February 27, 2019 Filed Feb 28, 2019 21:52 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 2,671 | $89.28 | $238,466.88 |
DisclosureSEC source: 0001326160-19-000070 · wf-form4_155139071409500.xml · nonDerivative · entry 1 YOHO FRANK H · CIK 0001238195 · EVP&Pres Natural Gas Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,085 Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 22:13 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 273 | $89.91 | $24,545.43 |
DisclosureSEC source: 0001326160-19-000048 · wf-form4_155121919098209.xml · nonDerivative · entry 1 YOHO FRANK H · CIK 0001238195 · EVP&Pres Natural Gas Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,414 Read SEC document |
| October 31, 2018 Filed Nov 2, 2018 15:10 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 2,527 | $82.63 | $208,806.01 |
DisclosureSEC source: 0001326160-18-000200 · wf-form4_154117143604501.xml · nonDerivative · entry 1 YOHO FRANK H · CIK 0001238195 · EVP&Pres Natural Gas Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,687 Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 21:18 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 3,073 | $75.34 | $231,519.82 |
DisclosureSEC source: 0001326160-18-000081 · wf-form4_152002546424341.xml · nonDerivative · entry 1 YOHO FRANK H · CIK 0001238195 · EVP&Pres Natural Gas Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,214 Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 21:25 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 307 | $75.54 | $23,190.78 |
DisclosureSEC source: 0001326160-18-000048 · wf-form4_151968031051258.xml · nonDerivative · entry 1 YOHO FRANK H · CIK 0001238195 · EVP&Pres Natural Gas Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,141 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:33 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 2,761 | $79.87 | $220,521.07 |
DisclosureSEC source: 0001326160-17-000029 · wf-form4_148797198373356.xml · nonDerivative · entry 1 YOHO FRANK H · CIK 0001238195 · EVP&Pres Natural Gas Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,448 Read SEC document |
| November 18, 2016 Filed Nov 22, 2016 19:55 UTC | Duke Energy CORP DUK · Entity 2925 | PurchaseCommon Stock | 14,850 | $74.00 | $1,098,900.00 |
DisclosureSEC source: 0001326160-16-000423 · wf-form4_147984450358457.xml · nonDerivative · entry 1 YOHO FRANK H · CIK 0001238195 · EVP&Pres Natural Gas Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,687 Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 18:02 UTC | PIEDMONT NATURAL GAS CO INC PNY · Entity 181811 | Disposition to issuerCommon Stock | 3,150.23 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-16-031154 · doc4.xml · nonDerivative · entry 2 YOHO FRANK H · CIK 0001238195 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Merger ("Merger Agreement") dated as of October 24, 2015 by and among Duke Energy Corporation ("Duke Energy"), Forest Subsidiary, Inc. and Piedmont Natural Gas Company, Inc. ("Piedmont") in exchange for $60.00 in cash for each share of Piedmont common stock held immediately prior to the Effective Time (as defined in the Merger Agreement) of the merger. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 18:02 UTC | PIEDMONT NATURAL GAS CO INC PNY · Entity 181811 | Disposition to issuerCommon Stock | 99,948.153 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-16-031154 · doc4.xml · nonDerivative · entry 1 YOHO FRANK H · CIK 0001238195 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Merger ("Merger Agreement") dated as of October 24, 2015 by and among Duke Energy Corporation ("Duke Energy"), Forest Subsidiary, Inc. and Piedmont Natural Gas Company, Inc. ("Piedmont") in exchange for $60.00 in cash for each share of Piedmont common stock held immediately prior to the Effective Time (as defined in the Merger Agreement) of the merger. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 22:00 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 8,064 | $79.09 | $637,781.76 |
DisclosureSEC source: 0001326160-16-000382 · wf-form4_147570479686465.xml · nonDerivative · entry 1 YOHO FRANK H · CIK 0001238195 · EVP&Pres Natural Gas Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,837 F1 · shares: Represents Duke Energy Corporation ("Duke Energy") Restricted Stock Units which resulted from the conversion of Piedmont Natural Gas Company, Inc. ("Piedmont") Performance Share Awards into Duke Energy Restricted Stock Units upon the closing of the acquisition of Piedmont by Duke Energy pursuant to Section 2.3(c) of the Agreement and Plan of Merger dated as of October 24, 2015, by and among Duke Energy, Forest Subsidiary, Inc. and Piedmont. 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.