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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 02-Oct-24 1:24 PM View:  | Exelon Corp. (EXC) | 30-Sep-24 | Grant Duplicate | 1,025 | $40.23 | $41,235.80 | 6% 16.79K to 17.81K | |
| 08-May-24 4:21 PM View: | AFLAC Inc. (AFL) | 06-May-24 | Grant | 4,781 | -- | -- | 8% 62.06K to 66.84K | |
| 02-Apr-24 2:01 PM View: | Exelon Corp. (EXC) | 31-Mar-24 | Grant Duplicate | 1,131 | $36.48 | $41,258.90 | 8% 14.27K to 15.4K | |
| 07-Feb-24 9:17 AM View: | AFLAC Inc. (AFL) | 05-Feb-24 | Purchase | 1,500 | $76.00 | $114,000.00 | 2% 60.32K to 61.82K | |
| 02-Jan-24 8:42 PM View: | Exelon Corp. (EXC) | 31-Dec-23 | Grant Duplicate | 1,052 | $39.21 | $41,248.90 | 8% 13.11K to 14.16K | |
| 06-Nov-23 9:29 AM View: | AFLAC Inc. (AFL) | 02-Nov-23 | Option Exercise | 23,701 | $35.75 | $847,311.00 | 39% 60.12K to 83.82K | |
| 06-Nov-23 9:29 AM View: | AFLAC Inc. (AFL) | 02-Nov-23 | Option Sale | 23,701 | $81.51 | $1,931,870.00 | (28%) 83.82K to 60.12K | |
| 02-Oct-23 10:00 PM View: | Exelon Corp. (EXC) | 30-Sep-23 | Grant Duplicate | 1,017 | $40.58 | $41,269.90 | 8% 12.02K to 13.04K | |
| 03-Jul-23 2:08 PM View: | Exelon Corp. (EXC) | 30-Jun-23 | Grant Duplicate | 1,029 | $40.08 | $41,242.30 | 9% 10.92K to 11.95K | |
| 03-May-23 4:27 PM View: | AFLAC Inc. (AFL) | 01-May-23 | Grant | 5,544 | -- | -- | 10% 54.1K to 59.65K | |
| 03-Apr-23 4:26 PM View: | Exelon Corp. (EXC) | 31-Mar-23 | Grant Duplicate | 1,027 | $40.18 | $41,264.90 | 10% 9.84K to 10.87K | |
| 04-Jan-23 12:25 PM View: | Exelon Corp. (EXC) | 31-Dec-22 | Grant Duplicate | 936 | $41.42 | $38,769.10 | 11% 8.86K to 9.79K | |
| 03-Oct-22 5:07 PM View: | Exelon Corp. (EXC) | 30-Sep-22 | Grant Duplicate | 845 | $45.84 | $38,734.80 | 11% 7.98K to 8.82K | |
| 01-Jul-22 6:04 PM View: | Exelon Corp. (EXC) | 30-Jun-22 | Grant Duplicate | 842 | $46.01 | $38,740.40 | 12% 7.11K to 7.95K | |
| 04-Apr-22 11:51 AM View: | Exelon Corp. (EXC) | 31-Mar-22 | Grant Duplicate | 889 | $43.60 | $38,760.40 | 14% 6.2K to 7.09K | |
| 23-Mar-22 12:41 PM View: | Exelon Corp. (EXC) | 22-Mar-22 | Private Purchase | 4,500 | $43.56 | $196,020.00 | 352% 1.28K to 5.78K | |
| 03-Jan-22 4:06 PM View: | Exelon Corp. (EXC) | 31-Dec-21 | Grant Duplicate | 719 | $53.91 | $38,761.30 | 128% 0.56K to 1.28K | 6% |
| 01-Oct-21 4:11 PM View: | Exelon Corp. (EXC) | 30-Sep-21 | Grant | 557 | $49.91 | $27,799.90 | 100% 0 to 0.56K | (3%) |
| 05-May-21 4:13 PM View: | AFLAC Inc. (AFL) | 03-May-21 | Grant | 6,787 | -- | -- | 18% 38.66K to 45.44K | |
| 02-Mar-21 4:53 PM View: | Southern Co. (SO) | 27-Feb-21 | Payment of Exercise | 2,929 | $56.72 | $166,133.00 | (1%) 232.6K to 229.67K | |
| 02-Mar-21 4:53 PM View: | Southern Co. (SO) | 27-Feb-21 | Option Exercise | 6,455 | -- | -- | 3% 226.14K to 232.6K | |
| 17-Feb-21 4:52 PM View: | Southern Co. (SO) | 12-Feb-21 | Grant | 80,720 | -- | -- | 44% 182.03K to 262.75K | |
| 17-Feb-21 4:52 PM View: | Southern Co. (SO) | 12-Feb-21 | Payment of Exercise | 36,608 | $60.10 | $2,200,140.00 | (14%) 262.75K to 226.14K | |
| 16-Feb-21 4:41 PM View: | Southern Co. (SO) | 11-Feb-21 | Payment of Exercise | 2,507 | $61.29 | $153,654.00 | (1%) 184.54K to 182.03K | |
| 16-Feb-21 4:41 PM View: | Southern Co. (SO) | 11-Feb-21 | Option Exercise | 5,525 | -- | -- | 3% 179.01K to 184.54K | |
| 05-Feb-21 5:16 PM View: | Southern Co. (SO) | 03-Feb-21 | Payment of Exercise | 2,354 | $59.45 | $139,945.00 | (1%) 181.37K to 179.01K | |
| 05-Feb-21 5:16 PM View: | Southern Co. (SO) | 03-Feb-21 | Option Exercise | 5,077 | -- | -- | 3% 176.29K to 181.37K | |
| 05-May-20 4:10 PM View: | AFLAC Inc. (AFL) | 04-May-20 | Grant | 6,014 | -- | -- | 19% 31.59K to 37.61K | |
| 02-Mar-20 5:05 PM View: | Southern Co. (SO) | 27-Feb-20 | Payment of Exercise | 2,781 | $62.88 | $174,869.00 | (2%) 172.2K to 169.42K | 8% |
| 02-Mar-20 5:05 PM View: | Southern Co. (SO) | 27-Feb-20 | Option Exercise | 6,131 | -- | -- | 4% 166.07K to 172.2K | |
| 18-Feb-20 4:41 PM View: | Southern Co. (SO) | 13-Feb-20 | Payment of Exercise | 2,520 | $69.54 | $175,241.00 | (1%) 174.72K to 172.2K | 18% |
| 18-Feb-20 4:41 PM View: | Southern Co. (SO) | 13-Feb-20 | Option Exercise | 5,554 | -- | -- | 3% 169.16K to 174.72K | |
| 13-Feb-20 5:12 PM View: | Southern Co. (SO) | 11-Feb-20 | Grant | 52,008 | -- | -- | 38% 137.84K to 189.85K | |
| 13-Feb-20 5:12 PM View: | Southern Co. (SO) | 11-Feb-20 | Payment of Exercise | 25,983 | $68.59 | $1,782,170.00 | (13%) 195.15K to 169.16K | 16% |
| 13-Feb-20 5:12 PM View: | Southern Co. (SO) | 11-Feb-20 | Option Exercise | 5,298 | -- | -- | 3% 189.85K to 195.15K | |
| 20-Jun-19 5:30 PM View: | Southern Co. (SO) | 20-Jun-19 | Option Exercise | 104,107 | $37.97 | $3,952,940.00 | 76% 137.31K to 241.42K | |
| 20-Jun-19 5:30 PM View: | Southern Co. (SO) | 20-Jun-19 | Market Option Sale | 104,107 | $56.02 | $5,832,070.00 | (43%) 241.42K to 137.31K | (< 1%) |
| 20-Jun-19 5:30 PM View: | Southern Co. (SO) | 19-Jun-19 | Option Exercise | 60,270 | $37.97 | $2,288,450.00 | 44% 137.31K to 197.58K | |
| 20-Jun-19 5:30 PM View: | Southern Co. (SO) | 19-Jun-19 | Market Option Sale | 60,270 | $56.00 | $3,375,120.00 | (31%) 197.58K to 137.31K | (< 1%) |
| 07-May-19 6:02 PM View: | AFLAC Inc. (AFL) | 06-May-19 | Grant | 3,069 | -- | -- | 11% 27.86K to 30.93K | |
| 03-Apr-19 5:30 PM View: | Southern Co. (SO) | 02-Apr-19 | Option Exercise | 233,477 | $31.17 | $7,277,480.00 | 170% 137.12K to 370.59K | |
| 03-Apr-19 5:30 PM View: | Southern Co. (SO) | 02-Apr-19 | Market Option Sale | 233,477 | $51.29 | $11,975,000.00 | (63%) 370.59K to 137.12K | (11%) |
| 15-Feb-19 5:23 PM View: | Southern Co. (SO) | 13-Feb-19 | Payment of Exercise | 2,413 | $49.22 | $118,768.00 | (2%) 139.53K to 137.12K | (17%) |
| 15-Feb-19 5:23 PM View: | Southern Co. (SO) | 13-Feb-19 | Option Exercise | 5,318 | -- | -- | 4% 134.21K to 139.53K | |
| 13-Feb-19 5:40 PM View: | Southern Co. (SO) | 11-Feb-19 | Grant | 52,191 | -- | -- | 51% 102.48K to 154.67K | |
| 13-Feb-19 5:40 PM View: | Southern Co. (SO) | 11-Feb-19 | Payment of Exercise | 26,333 | $49.24 | $1,296,640.00 | (16%) 160.54K to 134.21K | (17%) |
| 13-Feb-19 5:40 PM View: | Southern Co. (SO) | 11-Feb-19 | Option Exercise | 5,871 | -- | -- | 4% 154.67K to 160.54K | |
| 07-Feb-19 5:41 PM View: | Southern Co. (SO) | 06-Feb-19 | Option Exercise | 90,942 | $31.39 | $2,854,670.00 | 106% 86.1K to 177.04K | |
| 07-Feb-19 5:41 PM View: | Southern Co. (SO) | 06-Feb-19 | Market Option Sale | 90,942 | $48.60 | $4,419,780.00 | (51%) 177.04K to 86.1K | (18%) |
| 09-May-18 11:32 AM View: | AFLAC Inc. (AFL) | 07-May-18 | Grant | 3,477 | -- | -- | 15% 23.79K to 27.27K |