STOCK TITAN

Atmos Energy director granted 1,000 phantom units

A non-employee director of ATMOS ENERGY CORP received 1,000 phantom stock units as equity-based board compensation.

(Moderate)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

ATMOS ENERGY CORP (symbol: ATO) is the issuer of record for a Form 4 filing submitted to the SEC. Jeffries James Henry IV reported acquisition or exercise transactions in this Form 4 filing.

ATMOS ENERGY CORP (ATO) reported that director James Henry Jeffries IV received an award of 1,000 Phantom Stock Units on September 1, 2026. Each phantom stock unit is equivalent to one share of common stock and is scheduled to be settled in shares of common stock when his service on the Board ends. Following this grant, he holds 1,000 Phantom Stock Units directly under the company’s 1998 Long-Term Incentive Plan.

Positive

  • None.

Negative

  • None.
Insider Jeffries James Henry IV
Role Director
Type Security Shares Price Value
Grant/Award Phantom Stock Units F1, F2 1,000 $166.9575 $167K
Holdings After Transaction: Phantom Stock Units — 1,000 contracts (Direct)
Footnotes (2)
  1. F1. Each unit of phantom stock is equivalent to one share of the Company's common stock.
  2. 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.
Phantom Stock Units granted 1,000 units Grant to director James Henry Jeffries IV on September 1, 2026
Per-unit value $166.9575 per unit Reference value reported for the 1,000 Phantom Stock Units granted
Underlying common shares 1,000 shares Each phantom unit is equivalent to one share of common stock
Post-transaction phantom units held 1,000 units Total Phantom Stock Units held directly after the grant
Phantom Stock Units financial
"Each unit of phantom stock is equivalent to one share of the Company's common stock"
Phantom stock units are company promises that pay a cash or stock-equivalent award tied to the firm’s share price or value growth, but they do not issue actual shares. Think of them as a bonus check that moves with the stock like a mirror rather than handing over an ownership slice. Investors care because these awards can affect a company’s future cash obligations, executive incentives and reported expenses without causing share dilution.
1998 Long-Term Incentive Plan financial
"The phantom stock units were granted under the 1998 Long-Term Incentive Plan"
termination of service financial
"are to be settled upon the reporting person's termination of service on the Company's Board"

FAQ

What transaction did ATMOS ENERGY CORP (ATO) report for James Henry Jeffries IV?

The company reported that director James Henry Jeffries IV received an award of 1,000 Phantom Stock Units on September 1, 2026, treated as a grant or award acquisition under the company’s equity compensation arrangements.

What are the key terms of the phantom stock units granted at ATO?

Each phantom stock unit is equivalent to one share of ATMOS ENERGY CORP common stock and will be settled upon the director’s termination of service on the company’s Board, as provided under the 1998 Long-Term Incentive Plan.

How many ATMOS ENERGY CORP phantom stock units does the director hold after this Form 4?

After the reported grant, James Henry Jeffries IV holds 1,000 Phantom Stock Units directly, each corresponding to one share of the company’s common stock, according to the filing’s post-transaction holdings figure.

What was the reference value per phantom stock unit in the ATO grant?

The filing reports a value of $166.9575 per unit for the 1,000 Phantom Stock Units granted on September 1, 2026, which is presented on a per-unit (per-share equivalent) basis.

Was this ATMOS ENERGY CORP Form 4 transaction made under a Rule 10b5-1 trading plan?

The filing indicates the Rule 10b5-1 checkbox is not affirmed, and the footnotes do not describe any Rule 10b5-1 trading plan, so the grant is reported without being tied to such a plan.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Jeffries James Henry IV

(Last)(First)(Middle)
5430 LBJ FREEWAY
SUITE 1800

(Street)
DALLAS TEXAS 75240

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
ATMOS ENERGY CORP [ ATO ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
09/01/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Phantom Stock Units(1)09/01/2026A1,000 (2) (2)Common Stock1,000$166.95751,000D
Explanation of Responses:
1. Each unit of phantom stock is equivalent to one share of the Company's common stock.
2. 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.
/s/Suzanne Johnson by POA09/02/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)