STOCK TITAN

Atmos Energy's Martinez acquires 4,000 vested shares

A separate tax-withholding entry covers 1,574 shares, while an indirect plan-and-trust holding entry lists 2,600 common shares.

Available on EDGAR Accepted by SEC EDGAR Learn about SEC filing dates
(Neutral)

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

Form Type
4

Rhea-AI Filing Summary

Atmos Energy senior vice president of utility operations Jeffery D. Martinez reported the vesting of 4,000 performance-based restricted stock units into common shares on November 3, 2026, at a reported $173.49 per share. 1,574 shares were withheld for a tax obligation under the company’s plan; no Rule 10b5-1 plan is reported. A separate entry lists 2,600 common shares held indirectly through the Atmos Energy Corporation Retirement Savings Plan and Trust; its footnote describes an update to end-of-period holdings as of October 1, 2026.

Insider MARTINEZ Jeffery D
Role SR VP, UTILITY OPERATIONS
Type Security Shares Price Value
Exercise Common Stock F1 4,000 $173.49 $694K
Tax Withholding Common Stock F2 1,574 $173.49 $273K
Holding Common Stock F3 -- -- --
Holdings After Transaction: Common Stock — 7,611 shares (Direct); Common Stock — 2,600 shares (Indirect, By Retirement Savings Plan and Trust)
Holdings Before and After: Common Stock, 5,185 to 7,611 shares (Direct)
Footnotes (3)
  1. F1. Vesting of award of performance based restricted stock units pursuant to the 1998 Long-Term Incentive Plan of the Company (the "Plan").
  2. F2. Shares withheld pursuant to a tax withholding obligation under the Plan.
  3. F3. To update end of period holdings as of October 1, 2026, under the Atmos Energy Corporation Retirement Savings Plan and Trust.
Shares acquired on vesting 4,000 shares Performance-based restricted stock units vested November 3, 2026.
Reported price per share $173.49 per share Reported for the vesting and tax-withholding transactions on November 3, 2026.
Shares withheld 1,574 shares Withheld for a tax withholding obligation under the plan on November 3, 2026.
Indirect common shares 2,600 shares Held through the Atmos Energy Corporation Retirement Savings Plan and Trust; holdings update as of October 1, 2026.
performance based restricted stock units financial
"Vesting of award of performance based restricted stock units"
Performance-based restricted stock units are a form of employee pay where shares are promised but only delivered if the company meets specific performance targets over time. Like a trophy awarded to a team after hitting certain goals, they align employee incentives with business results and can affect future share counts and earnings—so investors watch them for signals about management’s motivation, potential dilution, and the likelihood of meeting growth or profit targets.
1998 Long-Term Incentive Plan financial
"pursuant to the 1998 Long-Term Incentive Plan of the Company"
tax withholding obligation financial
"Shares withheld pursuant to a tax withholding obligation"
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.

How many ATO shares did Jeffery D. Martinez acquire and have withheld?

Atmos Energy senior vice president of utility operations Jeffery D. Martinez reported the vesting of performance-based restricted stock units into 4,000 common shares on November 3, 2026, at $173.49 per share; 1,574 shares were withheld for a tax obligation. No Rule 10b5-1 plan is reported.

What ATO shares were reported in a retirement savings plan and trust?

The reported holding entry lists 2,600 Atmos Energy common shares indirectly through the Atmos Energy Corporation Retirement Savings Plan and Trust. Its footnote describes the entry as an update to end-of-period holdings as of October 1, 2026.

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

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
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*
MARTINEZ Jeffery D

(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)
Director10% Owner
XOfficer (give title below)Other (specify below)
SR VP, UTILITY OPERATIONS
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
11/03/2026
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
Common Stock11/03/2026M4,000(1)A$173.499,185D
Common Stock11/03/2026F1,574(2)D$173.497,611D
Common Stock2,600(3)IBy Retirement Savings Plan and Trust
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
Explanation of Responses:
1. Vesting of award of performance based restricted stock units pursuant to the 1998 Long-Term Incentive Plan of the Company (the "Plan").
2. Shares withheld pursuant to a tax withholding obligation under the Plan.
3. To update end of period holdings as of October 1, 2026, under the Atmos Energy Corporation Retirement Savings Plan and Trust.
/s/Suzanne Johnson by POA11/04/2026
** 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)

Keep reading