Try the Demo today!
| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 17-May-24 4:08 PM View:  | Invesco Ltd. (IVZ) | 15-May-24 | Grant | 11,955 | -- | -- | 44% 27.12K to 39.08K | |
| 14-Feb-24 4:01 PM View: | Southern Co. (SO) | 13-Feb-24 | Payment of Exercise | 1,818 | $67.51 | $122,733.00 | (2%) 88.23K to 86.41K | |
| 14-Feb-24 4:01 PM View: | Southern Co. (SO) | 13-Feb-24 | Option Exercise | 4,028 | -- | -- | 5% 84.2K to 88.23K | |
| 09-Feb-24 5:34 PM View: | Southern Co. (SO) | 07-Feb-24 | Grant | 58,415 | -- | -- | 124% 47.26K to 105.67K | |
| 09-Feb-24 5:34 PM View: | Southern Co. (SO) | 07-Feb-24 | Payment of Exercise | 28,373 | $66.95 | $1,899,570.00 | (26%) 110.16K to 81.79K | |
| 15-Mar-24 2:00 PM View: | Southern Co. (SO) | 07-Feb-24 | Payment of Exercise | 3,208 | $66.95 | $214,776.00 | (4%) 91.31K to 88.11K | |
| 09-Feb-24 5:34 PM View: | Southern Co. (SO) | 07-Feb-24 | Option Exercise | 4,492 | -- | -- | 4% 105.67K to 110.16K | |
| 15-Mar-24 2:00 PM View: | Southern Co. (SO) | 07-Feb-24 | Option Exercise | 7,111 | -- | -- | 8% 84.2K to 91.31K | |
| 06-Feb-24 4:39 PM View: | Southern Co. (SO) | 03-Feb-24 | Payment of Exercise | 2,033 | $68.65 | $139,565.00 | (4%) 51.7K to 49.67K | |
| 06-Feb-24 4:39 PM View: | Southern Co. (SO) | 03-Feb-24 | Option Exercise | 4,426 | -- | -- | 9% 47.28K to 51.7K | |
| 17-May-23 4:18 PM View: | Invesco Ltd. (IVZ) | 15-May-23 | Grant | 12,820 | -- | -- | 90% 14.3K to 27.12K | |
| 22-Mar-23 5:06 PM View: | Aqua America Inc. (WTRG) | 20-Mar-23 | Grant | 702 | $42.76 | $30,021.00 | 8% 8.38K to 9.08K | |
| 15-Feb-23 4:40 PM View: | Southern Co. (SO) | 13-Feb-23 | Grant | 26,696 | -- | -- | 88% 30.39K to 57.09K | |
| 15-Feb-23 4:40 PM View: | Southern Co. (SO) | 13-Feb-23 | Payment of Exercise | 13,786 | $67.13 | $925,454.00 | (23%) 60.95K to 47.17K | |
| 15-Feb-23 4:40 PM View: | Southern Co. (SO) | 13-Feb-23 | Option Exercise | 3,867 | -- | -- | 7% 57.09K to 60.95K | |
| 14-Feb-23 5:32 PM View: | Southern Co. (SO) | 11-Feb-23 | Payment of Exercise | 914 | $66.88 | $61,128.30 | (3%) 31.31K to 30.39K | |
| 14-Feb-23 5:32 PM View: | Southern Co. (SO) | 11-Feb-23 | Option Exercise | 2,023 | -- | -- | 7% 29.28K to 31.31K | |
| 07-Feb-23 4:43 PM View: | Southern Co. (SO) | 03-Feb-23 | Payment of Exercise | 1,974 | $67.27 | $132,791.00 | (6%) 31.26K to 29.28K | |
| 07-Feb-23 4:43 PM View: | Southern Co. (SO) | 03-Feb-23 | Option Exercise | 4,249 | -- | -- | 16% 27.01K to 31.26K | |
| 21-Dec-22 5:54 PM View: | Aqua America Inc. (WTRG) | 20-Dec-22 | Grant | 591 | $46.56 | $27,517.00 | 8% 7.79K to 8.38K | |
| 22-Sep-22 4:58 PM View: | Aqua America Inc. (WTRG) | 20-Sep-22 | Grant | 600 | $45.85 | $27,507.00 | 8% 7.19K to 7.79K | |
| 23-Jun-22 5:00 PM View: | Aqua America Inc. (WTRG) | 21-Jun-22 | Grant | 656 | $41.92 | $27,499.50 | 10% 6.53K to 7.19K | |
| 17-May-22 4:58 PM View: | Invesco Ltd. (IVZ) | 15-May-22 | Grant | 10,930 | -- | -- | 324% 3.37K to 14.3K | |
| 04-Apr-22 4:45 PM View: | Aqua America Inc. (WTRG) | 31-Mar-22 | Grant | 532 | $51.66 | $27,483.10 | 9% 6.0K to 6.53K | < 1% |
| 28-Feb-22 4:33 PM View: | Southern Co. (SO) | 25-Feb-22 | Market Sale | 20,656 | $65.00 | $1,342,640.00 | (43%) 47.56K to 26.91K | (5%) |
| 18-Feb-22 4:43 PM View: | Southern Co. (SO) | 16-Feb-22 | Market Sale | 4,746 | $65.07 | $308,822.00 | (9%) 52.31K to 47.56K | (5%) |
| 15-Feb-22 5:49 PM View: | Southern Co. (SO) | 13-Feb-22 | Grant | 37,799 | -- | -- | 128% 29.42K to 67.22K | |
| 15-Feb-22 5:49 PM View: | Southern Co. (SO) | 13-Feb-22 | Payment of Exercise | 19,001 | $66.79 | $1,269,080.00 | (27%) 71.31K to 52.31K | |
| 15-Feb-22 5:49 PM View: | Southern Co. (SO) | 13-Feb-22 | Option Exercise | 4,096 | -- | -- | 6% 67.22K to 71.31K | |
| 14-Feb-22 7:10 PM View: | Southern Co. (SO) | 11-Feb-22 | Payment of Exercise | 2,141 | $66.79 | $142,997.00 | (7%) 31.56K to 29.42K | |
| 14-Feb-22 7:10 PM View: | Southern Co. (SO) | 11-Feb-22 | Option Exercise | 4,649 | -- | -- | 17% 26.91K to 31.56K | |
| 04-Jan-22 5:18 PM View: | Aqua America Inc. (WTRG) | 31-Dec-21 | Grant | 466 | $53.65 | $25,000.90 | 8% 5.54K to 6.0K | (1%) |
| 04-Oct-21 5:07 PM View: | Aqua America Inc. (WTRG) | 30-Sep-21 | Grant | 537 | $46.60 | $25,021.50 | 11% 5.0K to 5.54K | (< 1%) |
| 08-Sep-21 4:34 PM View: | Southern Co. (SO) | 07-Sep-21 | Option Exercise | 46,056 | $44.42 | $2,045,810.00 | 140% 32.78K to 78.84K | |
| 08-Sep-21 4:34 PM View: | Southern Co. (SO) | 07-Sep-21 | Market Option Sale | 46,056 | $66.87 | $3,079,760.00 | (58%) 78.84K to 32.78K | |
| 08-Sep-21 4:34 PM View: | Southern Co. (SO) | 07-Sep-21 | Market Sale | 5,931 | $66.87 | $396,606.00 | (18%) 32.78K to 26.85K | |
| 01-Apr-21 5:05 PM View: | Aqua America Inc. (WTRG) | 31-Mar-21 | Grant | 561 | $44.54 | $24,986.90 | 14% 3.9K to 4.46K | < 1% |
| 02-Mar-21 4:51 PM View: | Southern Co. (SO) | 27-Feb-21 | Payment of Exercise | 1,348 | $56.72 | $76,458.60 | (4%) 34.08K to 32.73K | |
| 02-Mar-21 4:51 PM View: | Southern Co. (SO) | 27-Feb-21 | Option Exercise | 2,970 | -- | -- | 10% 31.11K to 34.08K | |
| 17-Feb-21 4:37 PM View: | Southern Co. (SO) | 12-Feb-21 | Grant | 37,136 | -- | -- | 343% 10.82K to 47.96K | |
| 17-Feb-21 4:37 PM View: | Southern Co. (SO) | 12-Feb-21 | Payment of Exercise | 16,843 | $60.10 | $1,012,260.00 | (35%) 47.96K to 31.11K | |
| 16-Feb-21 4:56 PM View: | Southern Co. (SO) | 11-Feb-21 | Payment of Exercise | 1,176 | $61.29 | $72,077.00 | (10%) 12.0K to 10.82K | |
| 16-Feb-21 4:56 PM View: | Southern Co. (SO) | 11-Feb-21 | Option Exercise | 2,591 | -- | -- | 28% 9.4K to 12.0K | |
| 05-Feb-21 5:21 PM View: | Southern Co. (SO) | 03-Feb-21 | Payment of Exercise | 915 | $59.45 | $54,396.80 | (9%) 10.32K to 9.4K | |
| 05-Feb-21 5:21 PM View: | Southern Co. (SO) | 03-Feb-21 | Option Exercise | 1,872 | -- | -- | 22% 8.45K to 10.32K | |
| 05-Jan-21 4:46 PM View: | Aqua America Inc. (WTRG) | 31-Dec-20 | Grant | 533 | $46.87 | $24,979.00 | 16% 3.36K to 3.9K | 8% |
| 10-Nov-20 5:14 PM View: | Southern Co. (SO) | 09-Nov-20 | Market Sale | 5,931 | $63.00 | $373,653.00 | (41%) 14.35K to 8.42K | 6% |
| 07-Oct-20 4:43 PM View: | Southern Co. (SO) | 06-Oct-20 | Market Sale | 5,930 | $58.00 | $343,940.00 | (29%) 20.28K to 14.35K | (2%) |
| 02-Oct-20 8:27 AM View: | Aqua America Inc. (WTRG) | 30-Sep-20 | Grant | 624 | $40.05 | $24,991.20 | 23% 2.74K to 3.36K | 13% |
| 02-Jul-20 4:59 PM View: | Aqua America Inc. (WTRG) | 30-Jun-20 | Grant | 607 | $42.01 | $25,500.10 | 28% 2.13K to 2.74K | 7% |