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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 12-Mar-24 3:13 PM View:  | Southern Co. (SO) | 11-Mar-24 | Market Sale | 5,000 | $68.92 | $344,600.00 | (4%) 131.53K to 126.53K | < 1% |
| 14-Feb-24 4:00 PM View: | Southern Co. (SO) | 13-Feb-24 | Payment of Exercise | 1,575 | $67.51 | $106,328.00 | (1%) 133.1K to 131.53K | |
| 14-Feb-24 4:00 PM View: | Southern Co. (SO) | 13-Feb-24 | Option Exercise | 3,551 | -- | -- | 3% 129.55K to 133.1K | |
| 13-Feb-24 5:00 PM View: | Southern Co. (SO) | 12-Feb-24 | Market Sale | 5,000 | $66.94 | $334,700.00 | (4%) 134.55K to 129.55K | (2%) |
| 09-Feb-24 5:27 PM View: | Southern Co. (SO) | 07-Feb-24 | Grant | 52,484 | -- | -- | 51% 103.43K to 155.91K | |
| 09-Feb-24 5:27 PM View: | Southern Co. (SO) | 07-Feb-24 | Payment of Exercise | 24,810 | $66.95 | $1,661,030.00 | (16%) 159.36K to 134.55K | |
| 09-Feb-24 5:27 PM View: | Southern Co. (SO) | 07-Feb-24 | Option Exercise | 3,452 | -- | -- | 2% 155.91K to 159.36K | |
| 06-Feb-24 4:29 PM View: | Southern Co. (SO) | 03-Feb-24 | Payment of Exercise | 1,836 | $68.65 | $126,041.00 | (2%) 105.26K to 103.43K | |
| 06-Feb-24 4:29 PM View: | Southern Co. (SO) | 03-Feb-24 | Option Exercise | 3,978 | -- | -- | 4% 101.28K to 105.26K | |
| 10-Jan-24 4:25 PM View: | Southern Co. (SO) | 10-Jan-24 | Market Sale | 5,000 | $71.99 | $359,950.00 | (5%) 106.28K to 101.28K | 5% |
| 12-Dec-23 4:38 PM View: | Southern Co. (SO) | 11-Dec-23 | Market Sale | 5,000 | $71.23 | $356,150.00 | (4%) 111.28K to 106.28K | 4% |
| 13-Nov-23 4:50 PM View: | Southern Co. (SO) | 10-Nov-23 | Market Sale | 5,000 | $68.39 | $341,950.00 | (4%) 116.28K to 111.28K | (< 1%) |
| 11-Oct-23 4:19 PM View: | Southern Co. (SO) | 10-Oct-23 | Market Sale | 5,000 | $66.00 | $330,000.00 | (4%) 121.28K to 116.28K | (4%) |
| 12-Sep-23 4:43 PM View: | Southern Co. (SO) | 11-Sep-23 | Market Sale (Planned) | 5,000 | $67.83 | $339,150.00 | (4%) 126.28K to 121.28K | (1%) |
| 11-Aug-23 4:41 PM View: | Southern Co. (SO) | 10-Aug-23 | Market Sale | 5,000 | $69.70 | $348,500.00 | (4%) 131.28K to 126.28K | 2% |
| 11-Jul-23 6:38 PM View: | Southern Co. (SO) | 10-Jul-23 | Market Sale | 5,000 | $70.58 | $352,900.00 | (4%) 136.28K to 131.28K | 3% |
| 13-Jun-23 4:57 PM View: | Southern Co. (SO) | 12-Jun-23 | Market Sale | 5,000 | $71.48 | $357,400.00 | (4%) 141.28K to 136.28K | 4% |
| 11-May-23 4:55 PM View: | Southern Co. (SO) | 10-May-23 | Private Sale | 5,000 | $74.96 | $374,800.00 | (3%) 146.28K to 141.28K | |
| 11-Apr-23 4:43 PM View: | Southern Co. (SO) | 10-Apr-23 | Market Sale | 5,000 | $71.89 | $359,450.00 | (3%) 151.28K to 146.28K | 5% |
| 15-Feb-23 4:44 PM View: | Southern Co. (SO) | 13-Feb-23 | Grant | 44,233 | -- | -- | 35% 124.77K to 169.01K | |
| 15-Feb-23 4:44 PM View: | Southern Co. (SO) | 13-Feb-23 | Payment of Exercise | 21,132 | $67.13 | $1,418,590.00 | (12%) 172.42K to 151.28K | |
| 15-Feb-23 4:44 PM View: | Southern Co. (SO) | 13-Feb-23 | Option Exercise | 3,410 | -- | -- | 2% 169.01K to 172.42K | |
| 14-Feb-23 5:27 PM View: | Southern Co. (SO) | 11-Feb-23 | Payment of Exercise | 1,488 | $66.88 | $99,517.40 | (1%) 126.26K to 124.77K | |
| 14-Feb-23 5:27 PM View: | Southern Co. (SO) | 11-Feb-23 | Option Exercise | 3,351 | -- | -- | 3% 122.91K to 126.26K | |
| 07-Feb-23 4:47 PM View: | Southern Co. (SO) | 03-Feb-23 | Payment of Exercise | 1,693 | $67.27 | $113,888.00 | (1%) 124.6K to 122.91K | |
| 07-Feb-23 4:47 PM View: | Southern Co. (SO) | 03-Feb-23 | Option Exercise | 3,817 | -- | -- | 3% 120.79K to 124.6K | |
| 11-Jan-23 5:08 PM View: | Southern Co. (SO) | 10-Jan-23 | Option Exercise | 14,546 | -- | -- | 12% 120.79K to 135.33K | |
| 11-Jan-23 5:08 PM View: | Southern Co. (SO) | 10-Jan-23 | Option Sale | 14,546 | $70.95 | $1,032,040.00 | (11%) 135.33K to 120.79K | |
| 03-Jan-23 4:38 PM View: | Southern Co. (SO) | 31-Dec-22 | Payment of Exercise | 4,387 | $71.41 | $313,276.00 | (4%) 125.17K to 120.79K | |
| 03-Jan-23 4:38 PM View: | Southern Co. (SO) | 31-Dec-22 | Option Exercise | 9,889 | -- | -- | 9% 115.28K to 125.17K | |
| 14-Nov-22 4:33 PM View: | Southern Co. (SO) | 10-Nov-22 | Option Exercise | 14,500 | $44.06 | $638,870.00 | 13% 115.28K to 129.78K | |
| 14-Nov-22 4:33 PM View: | Southern Co. (SO) | 10-Nov-22 | Option Sale | 14,500 | $64.74 | $938,730.00 | (11%) 129.78K to 115.28K | |
| 11-Oct-22 5:02 PM View: | Southern Co. (SO) | 10-Oct-22 | Option Exercise | 14,500 | $44.06 | $638,870.00 | 13% 115.28K to 129.78K | |
| 11-Oct-22 5:02 PM View: | Southern Co. (SO) | 10-Oct-22 | Option Sale | 14,500 | $64.52 | $935,540.00 | (11%) 129.78K to 115.28K | |
| 09-Sep-22 4:48 PM View: | Southern Co. (SO) | 08-Sep-22 | Option Exercise | 14,500 | $44.06 | $638,870.00 | 13% 115.28K to 129.78K | |
| 09-Sep-22 4:48 PM View: | Southern Co. (SO) | 08-Sep-22 | Option Sale | 14,500 | $79.47 | $1,152,320.00 | (11%) 129.78K to 115.28K | |
| 11-Aug-22 4:32 PM View: | Southern Co. (SO) | 10-Aug-22 | Option Exercise | 14,500 | $44.06 | $638,870.00 | 13% 115.28K to 129.78K | |
| 11-Aug-22 4:32 PM View: | Southern Co. (SO) | 10-Aug-22 | Option Sale | 14,500 | $78.37 | $1,136,360.00 | (11%) 129.78K to 115.28K | |
| 06-Jul-22 4:34 PM View: | Southern Co. (SO) | 05-Jul-22 | Option Exercise | 14,500 | $44.06 | $638,870.00 | 13% 115.28K to 129.78K | |
| 06-Jul-22 4:34 PM View: | Southern Co. (SO) | 05-Jul-22 | Option Sale | 14,500 | $72.92 | $1,057,340.00 | (11%) 129.78K to 115.28K | |
| 13-Jun-22 11:37 AM View: | Southern Co. (SO) | 10-Jun-22 | Option Exercise | 14,500 | $44.06 | $638,870.00 | 13% 115.28K to 129.78K | |
| 13-Jun-22 11:37 AM View: | Southern Co. (SO) | 10-Jun-22 | Option Sale | 14,500 | $72.08 | $1,045,160.00 | (11%) 129.78K to 115.28K | |
| 11-May-22 4:32 PM View: | Southern Co. (SO) | 10-May-22 | Option Exercise | 14,500 | -- | -- | 13% 115.28K to 129.78K | |
| 11-May-22 4:32 PM View: | Southern Co. (SO) | 10-May-22 | Option Sale | 14,500 | $74.58 | $1,081,410.00 | (11%) 129.78K to 115.28K | |
| 11-Apr-22 4:47 PM View: | Southern Co. (SO) | 08-Apr-22 | Option Exercise | 14,500 | -- | -- | 13% 115.28K to 129.78K | |
| 11-Apr-22 4:47 PM View: | Southern Co. (SO) | 08-Apr-22 | Option Sale | 14,500 | $75.97 | $1,101,560.00 | (11%) 129.78K to 115.28K | |
| 22-Mar-22 4:39 PM View: | Southern Co. (SO) | 21-Mar-22 | Option Exercise | 14,500 | -- | -- | 13% 115.28K to 129.78K | |
| 22-Mar-22 4:39 PM View: | Southern Co. (SO) | 21-Mar-22 | Option Sale | 14,500 | $68.29 | $990,205.00 | (11%) 129.78K to 115.28K | |
| 28-Feb-22 10:00 PM View: | Southern Co. (SO) | 25-Feb-22 | Gift | 300 | -- | -- | (< 1%) 115.58K to 115.28K | |
| 15-Feb-22 5:45 PM View: | Southern Co. (SO) | 13-Feb-22 | Grant | 50,952 | -- | -- | 60% 85.61K to 136.56K |