Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ATMOS ENERGY CORPATO · Entity 218 | SR VICE PRESIDENT & CFO | November 08, 2016 | November 10, 2016 |
| ENCORE WIRE CORPWIRE · Entity 89316 | Executive Vice President & CFO | June 28, 2024 | July 02, 2024 |
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 November 08, 2016 · Filed November 10, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,101 |
Ending reported balance
After 2016-11-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2016-11-08 · Exercise / conversion · Acquired 9,937 · Balance 32,270 F1: Vesting of award of performance based restricted stock units pursuant to the 1998 Long-Term Incentive Plan of the Company. Row 2 · 2016-11-08 · Tax withholding · Disposed 4,169 · Balance 28,101 F2: Shares withheld pursuant to a tax withholding obligation under the 1998 Long-Term Incentive Plan of the Company. |
| Common StockSEC Table I · non-derivative | IndirectBy Retirement Savings Plan & Trust | 678.1673 |
Reported balance
Holding disclosure · report date 2016-11-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 678.1673 F3: To update end of period holdings as of October 31, 2016 under the Atmos Energy Corporation Retirement Savings Plan and Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Vesting of award of performance based restricted stock units pursuant to the 1998 Long-Term Incentive Plan of the Company.
F2: Shares withheld pursuant to a tax withholding obligation under the 1998 Long-Term Incentive Plan of the Company.
F3: To update end of period holdings as of October 31, 2016 under the Atmos Energy Corporation Retirement Savings Plan and Trust.
ENCORE WIRE CORP
Report date June 28, 2024 · Filed July 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2024-07-02 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2024-06-28 · Gift · Disposed 3,450 · Balance 243,217 Row 2 · 2024-07-02 · Grant · Acquired 18,750 · Balance 261,967 F1: Pursuant to the Agreement and Plan of Merger, dated as of April 14, 2024, by and among Encore Wire Corporation ('Encore'), Prysmian S.p.A., Applause Merger Sub Inc. and solely as provided in Section 9.12 therein, Prysmian Cables and Systems USA, LLC (the 'Merger Agreement'), each restricted stock unit award subject to performance-based vesting restrictions ('PSU award') that was outstanding immediately prior to the effective time of the merger contemplated by the Merger Agreement (the 'Effective Time'), to the extent not vested, automatically become fully vested based on the maximum level of performance. Row 3 · 2024-07-02 · Disposition to issuer · Disposed 261,967 · Balance 0 F2: Pursuant to the Merger Agreement, each PSU award that was outstanding immediately prior to the Effective Time, to the extent not vested, automatically become fully vested based on the maximum level of performance, and each was cancelled, extinguished, and automatically converted into the right of the holder of each award to receive (without interest and subject to any applicable withholdings) an amount in cash equal to the product of (i) $290.00, multiplied by (ii) the number of shares of common stock subject to such award immediately prior to the Effective Time (together with any accrued and unpaid cash dividends corresponding to such vested PSU award). F3: Pursuant to the Merger Agreement, (x) each share of common stock of Encore (other than certain excluded shares) that was outstanding immediately prior to the Effective Time was cancelled, extinguished and converted into the right to receive $290 per share in cash, without interest, (y) each RSU award that was outstanding immediately prior to the Effective Time, to the extent not vested, automatically become fully vested and each was cancelled, extinguished and converted into the right to receive (without interest and subject to any applicable withholdings) an amount in cash equal to the product of (i) $290 times (ii) the number of shares of common stock subject to such award (together with any accrued and unpaid cash dividends corresponding to such vested RSU award) and (z) immediately prior to the Effective Time, all shares of common stock then unvested and subject to an outstanding restricted stock award became fully vested and free of applicable repurchase or forfeiture conditions. F4: Includes 104,167 RSU restricted stock unit awards ('RSU awards'), 56,520 PSU awards and 5,000 restricted stock awards. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of April 14, 2024, by and among Encore Wire Corporation ('Encore'), Prysmian S.p.A., Applause Merger Sub Inc. and solely as provided in Section 9.12 therein, Prysmian Cables and Systems USA, LLC (the 'Merger Agreement'), each restricted stock unit award subject to performance-based vesting restrictions ('PSU award') that was outstanding immediately prior to the effective time of the merger contemplated by the Merger Agreement (the 'Effective Time'), to the extent not vested, automatically become fully vested based on the maximum level of performance.
F2: Pursuant to the Merger Agreement, each PSU award that was outstanding immediately prior to the Effective Time, to the extent not vested, automatically become fully vested based on the maximum level of performance, and each was cancelled, extinguished, and automatically converted into the right of the holder of each award to receive (without interest and subject to any applicable withholdings) an amount in cash equal to the product of (i) $290.00, multiplied by (ii) the number of shares of common stock subject to such award immediately prior to the Effective Time (together with any accrued and unpaid cash dividends corresponding to such vested PSU award).
F3: Pursuant to the Merger Agreement, (x) each share of common stock of Encore (other than certain excluded shares) that was outstanding immediately prior to the Effective Time was cancelled, extinguished and converted into the right to receive $290 per share in cash, without interest, (y) each RSU award that was outstanding immediately prior to the Effective Time, to the extent not vested, automatically become fully vested and each was cancelled, extinguished and converted into the right to receive (without interest and subject to any applicable withholdings) an amount in cash equal to the product of (i) $290 times (ii) the number of shares of common stock subject to such award (together with any accrued and unpaid cash dividends corresponding to such vested RSU award) and (z) immediately prior to the Effective Time, all shares of common stock then unvested and subject to an outstanding restricted stock award became fully vested and free of applicable repurchase or forfeiture conditions.
F4: Includes 104,167 RSU restricted stock unit awards ('RSU awards'), 56,520 PSU awards and 5,000 restricted stock awards.
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 |
|---|---|---|---|---|---|---|
| July 02, 2024 Filed Jul 2, 2024 18:45 UTC | ENCORE WIRE CORP WIRE · Entity 89316 | Disposition to issuerCommon Stock, par value $0.01 per share | 261,967 | $290.00 | $75,970,430.00 |
DisclosureSEC source: 0000850460-24-000092 · wk-form4_1719960307.xml · nonDerivative · entry 3 ECKERT BRET J · CIK 0001551162 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · kind: Pursuant to the Merger Agreement, each PSU award that was outstanding immediately prior to the Effective Time, to the extent not vested, automatically become fully vested based on the maximum level of performance, and each was cancelled, extinguished, and automatically converted into the right of the holder of each award to receive (without interest and subject to any applicable withholdings) an amount in cash equal to the product of (i) $290.00, multiplied by (ii) the number of shares of common stock subject to such award immediately prior to the Effective Time (together with any accrued and unpaid cash dividends corresponding to such vested PSU award). F3 · kind: Pursuant to the Merger Agreement, (x) each share of common stock of Encore (other than certain excluded shares) that was outstanding immediately prior to the Effective Time was cancelled, extinguished and converted into the right to receive $290 per share in cash, without interest, (y) each RSU award that was outstanding immediately prior to the Effective Time, to the extent not vested, automatically become fully vested and each was cancelled, extinguished and converted into the right to receive (without interest and subject to any applicable withholdings) an amount in cash equal to the product of (i) $290 times (ii) the number of shares of common stock subject to such award (together with any accrued and unpaid cash dividends corresponding to such vested RSU award) and (z) immediately prior to the Effective Time, all shares of common stock then unvested and subject to an outstanding restricted stock award became fully vested and free of applicable repurchase or forfeiture conditions. F4 · shares: Includes 104,167 RSU restricted stock unit awards ('RSU awards'), 56,520 PSU awards and 5,000 restricted stock awards. F2 · price: Pursuant to the Merger Agreement, each PSU award that was outstanding immediately prior to the Effective Time, to the extent not vested, automatically become fully vested based on the maximum level of performance, and each was cancelled, extinguished, and automatically converted into the right of the holder of each award to receive (without interest and subject to any applicable withholdings) an amount in cash equal to the product of (i) $290.00, multiplied by (ii) the number of shares of common stock subject to such award immediately prior to the Effective Time (together with any accrued and unpaid cash dividends corresponding to such vested PSU award). F3 · price: Pursuant to the Merger Agreement, (x) each share of common stock of Encore (other than certain excluded shares) that was outstanding immediately prior to the Effective Time was cancelled, extinguished and converted into the right to receive $290 per share in cash, without interest, (y) each RSU award that was outstanding immediately prior to the Effective Time, to the extent not vested, automatically become fully vested and each was cancelled, extinguished and converted into the right to receive (without interest and subject to any applicable withholdings) an amount in cash equal to the product of (i) $290 times (ii) the number of shares of common stock subject to such award (together with any accrued and unpaid cash dividends corresponding to such vested RSU award) and (z) immediately prior to the Effective Time, all shares of common stock then unvested and subject to an outstanding restricted stock award became fully vested and free of applicable repurchase or forfeiture conditions. Read SEC document |
| July 02, 2024 Filed Jul 2, 2024 18:45 UTC | ENCORE WIRE CORP WIRE · Entity 89316 | GrantCommon Stock, par value $0.01 per share | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0000850460-24-000092 · wk-form4_1719960307.xml · nonDerivative · entry 2 ECKERT BRET J · CIK 0001551162 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 261,967 F1 · shares: Pursuant to the Agreement and Plan of Merger, dated as of April 14, 2024, by and among Encore Wire Corporation ('Encore'), Prysmian S.p.A., Applause Merger Sub Inc. and solely as provided in Section 9.12 therein, Prysmian Cables and Systems USA, LLC (the 'Merger Agreement'), each restricted stock unit award subject to performance-based vesting restrictions ('PSU award') that was outstanding immediately prior to the effective time of the merger contemplated by the Merger Agreement (the 'Effective Time'), to the extent not vested, automatically become fully vested based on the maximum level of performance. Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 18:45 UTC | ENCORE WIRE CORP WIRE · Entity 89316 | GiftCommon Stock, par value $0.01 per share | 3,450 | $0.00 | $0.00 |
DisclosureSEC source: 0000850460-24-000092 · wk-form4_1719960307.xml · nonDerivative · entry 1 ECKERT BRET J · CIK 0001551162 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 243,217 Read SEC document |
| January 15, 2024 Filed Jan 17, 2024 17:34 UTC | ENCORE WIRE CORP WIRE · Entity 89316 | Tax withholdingCommon Stock, par value $0.01 per share | 3,333 | $0.00 | $0.00 |
DisclosureSEC source: 0000850460-24-000004 · wk-form4_1705530831.xml · nonDerivative · entry 2 ECKERT BRET J · CIK 0001551162 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 246,667 Read SEC document |
| January 15, 2024 Filed Jan 17, 2024 17:34 UTC | ENCORE WIRE CORP WIRE · Entity 89316 | GrantCommon Stock, par value $0.01 per share | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000850460-24-000004 · wk-form4_1705530831.xml · nonDerivative · entry 1 ECKERT BRET J · CIK 0001551162 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,000 F1 · kind: Represents receipt of restricted stock units granted under the Issuer's 2020 Long Term Incentive Plan. Read SEC document |
| January 15, 2023 Filed Jan 18, 2023 12:55 UTC | ENCORE WIRE CORP WIRE · Entity 89316 | GrantCommon Stock, par value $0.01 per share | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000850460-23-000005 · wf-form4_167406449163171.xml · nonDerivative · entry 1 ECKERT BRET J · CIK 0001551162 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,000 F1 · kind: Represents receipt of restricted stock units granted under the Issuer's 2020 Long Term Incentive Plan. Read SEC document |
| January 15, 2022 Filed Jan 18, 2022 13:07 UTC | ENCORE WIRE CORP WIRE · Entity 89316 | GrantCommon Stock, par value $0.01 per share | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000850460-22-000006 · wf-form4_164252924640210.xml · nonDerivative · entry 1 ECKERT BRET J · CIK 0001551162 · Vice President - Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 F1 · kind: Represents receipt of restricted stock units granted under the Issuer's 2020 Long Term Incentive Plan. Read SEC document |
| January 15, 2021 Filed Jan 19, 2021 09:16 UTC | ENCORE WIRE CORP WIRE · Entity 89316 | GrantCommon Stock, par value $0.01 per share | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000850460-21-000005 · wf-form4_161106576075930.xml · nonDerivative · entry 1 ECKERT BRET J · CIK 0001551162 · Vice President - Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 F1 · kind: Represents receipt of restricted stock units granted under the Issuer's 2020 Long Term Incentive Plan. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 16:37 UTC | ENCORE WIRE CORP WIRE · Entity 89316 | GrantCommon Stock, par value $0.01 per share | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-001376 · doc4.xml · nonDerivative · entry 1 ECKERT BRET J · CIK 0001551162 · Vice President - Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 F1 · kind: Represents shares of restricted stock granted under the Issuer's 2010 Stock Option Plan (As Amended and Restated Effective February 20, 2017). Read SEC document |
| September 12, 2019 Filed Sep 16, 2019 20:06 UTC | ENCORE WIRE CORP WIRE · Entity 89316 | GrantCommon Stock, par value $0.01 per share | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-023681 · doc4.xml · nonDerivative · entry 1 ECKERT BRET J · CIK 0001551162 · Vice President - Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 F1 · kind: Represents shares of restricted stock granted under the Issuer's 2010 Stock Option Plan (As Amended and Restated Effective February 20, 2017). Read SEC document |
| November 08, 2016 Filed Nov 10, 2016 16:33 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Tax withholdingCommon Stock | 4,169 | $73.29 | $305,546.01 |
DisclosureSEC source: 0001127602-16-066642 · form4.xml · nonDerivative · entry 2 ECKERT BRET J · CIK 0001551162 · SR VICE PRESIDENT & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,101 F2 · shares: Shares withheld pursuant to a tax withholding obligation under the 1998 Long-Term Incentive Plan of the Company. Read SEC document |
| November 08, 2016 Filed Nov 10, 2016 16:33 UTC | ATMOS ENERGY CORP ATO · Entity 218 | Exercise / conversionCommon Stock | 9,937 | $73.29 | $728,282.73 |
DisclosureSEC source: 0001127602-16-066642 · form4.xml · nonDerivative · entry 1 ECKERT BRET J · CIK 0001551162 · SR VICE PRESIDENT & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,270 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. F1 · shares: Vesting of award of performance based restricted stock units pursuant to the 1998 Long-Term Incentive Plan of the Company. 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.