Atmos Energy insider gifts 1,500 shares to charity
A senior vice president at Atmos Energy disclosed a charitable gift of common stock while retaining a sizable direct and retirement-plan share position.
Rhea-AI Filing Summary
ATMOS ENERGY CORP (ATO) senior vice president of human resources J. Matt Robbins reported a bona fide gift of 1,500 shares of common stock on September 15, 2026, to a charitable donor advised fund. After this gift, he holds 25,866.083 shares directly and 2,949.5771 shares indirectly through the Atmos Energy Corporation Retirement Savings Plan and Trust. No Rule 10b5-1 trading plan is reported.
Positive
- None.
Negative
- None.
Insider Trade Summary
1,500 shares gifted
Gift
2 txns
Insider
ROBBINS J MATT
Role
SR VP, HUMAN RESOURCES
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock F1 | 1,500 | $0.00 | $0.00 |
| holding | Common Stock F2 | -- | -- | -- |
Holdings After Transaction:
Common Stock — 25,866.083 shares (Direct);
Common Stock — 2,949.5771 shares (Indirect, By Retirement Savings Plan and Trust)
Footnotes (2)
- F1. Reflects the gift of common stock to a charitable donor advised fund.
- F2. To update end of period holdings as of September 1, 2026, under the Atmos Energy Corporation Retirement Savings Plan and Trust.
Key Figures
Shares gifted: 1,500 shares of common stock
Direct holdings after transaction: 25,866.083 shares of common stock
Indirect holdings: 2,949.5771 shares of common stock
+1 more
4 metrics
Shares gifted
1,500 shares of common stock
Bona fide gift on September 15, 2026 to a charitable donor advised fund
Direct holdings after transaction
25,866.083 shares of common stock
Direct ownership following the September 15, 2026 gift
Indirect holdings
2,949.5771 shares of common stock
Held by Atmos Energy Corporation Retirement Savings Plan and Trust as of September 1, 2026
Gift transaction price
$0.00 per share
Bona fide gift of 1,500 shares on September 15, 2026
Key Terms
bona fide gift, donor advised fund, Retirement Savings Plan and Trust
3 terms
bona fide gift regulatory
"The transaction is coded G, indicating a bona fide gift"
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
donor advised fund financial
"Reflects the gift of common stock to a charitable donor advised fund"
A donor advised fund is a charitable savings account you fund with cash or assets (including stocks) that lets you take an immediate tax benefit while recommending when and which charities receive grants over time. Think of it like a dedicated piggy bank for giving: you get tax relief when you put money in, can avoid selling appreciated securities and triggering capital gains, and still control the timing and recipients of donations, which affects tax planning, portfolio decisions, and public giving signals.
Retirement Savings Plan and Trust financial
"under the Atmos Energy Corporation Retirement Savings Plan and Trust"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did ATO report for J. Matt Robbins?
ATO reported that J. Matt Robbins made a bona fide gift of 1,500 shares of common stock on September 15, 2026, to a charitable donor advised fund, with no price per share reported for the gift.
What indirect ATO holdings does J. Matt Robbins report?
He reports indirect ownership of 2,949.5771 ATO common shares held by the Atmos Energy Corporation Retirement Savings Plan and Trust, reflecting end-of-period holdings as of September 1, 2026.
Was the ATO insider gift made under a Rule 10b5-1 trading plan?
No. The filing indicates the Rule 10b5-1 checkbox is not marked, and there is no footnote stating the September 15, 2026 gift was made under a Rule 10b5-1 trading plan.
What was the transaction code for the ATO insider’s gift?
The transaction is coded G, which indicates a bona fide gift of securities, covering the 1,500 ATO common shares transferred on September 15, 2026.
AI-generated analysis. How Rhea-AI works. Not financial advice.