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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 08-Jul-24 3:00 PM View:  | Southern Co. (SO) | 05-Jul-24 | Private Sale | 6,900 | $77.61 | $535,509.00 | (7%) 92.21K to 85.31K | |
| 14-Feb-24 4:01 PM View: | Southern Co. (SO) | 13-Feb-24 | Payment of Exercise | 709 | $67.51 | $47,864.60 | (< 1%) 115.39K to 114.68K | |
| 14-Feb-24 4:01 PM View: | Southern Co. (SO) | 13-Feb-24 | Option Exercise | 1,596 | -- | -- | 1% 113.79K to 115.39K | |
| 09-Feb-24 5:33 PM View: | Southern Co. (SO) | 07-Feb-24 | Grant | 23,580 | -- | -- | 24% 99.77K to 123.35K | |
| 09-Feb-24 5:33 PM View: | Southern Co. (SO) | 07-Feb-24 | Payment of Exercise | 11,170 | $66.95 | $747,831.00 | (9%) 124.96K to 113.79K | |
| 09-Feb-24 5:33 PM View: | Southern Co. (SO) | 07-Feb-24 | Option Exercise | 1,610 | -- | -- | 1% 123.35K to 124.96K | |
| 06-Feb-24 4:37 PM View: | Southern Co. (SO) | 03-Feb-24 | Payment of Exercise | 886 | $68.65 | $60,823.90 | (< 1%) 100.66K to 99.77K | |
| 06-Feb-24 4:37 PM View: | Southern Co. (SO) | 03-Feb-24 | Option Exercise | 1,788 | -- | -- | 2% 98.87K to 100.66K | |
| 31-Aug-23 8:10 PM View: | Southern Co. (SO) | 30-Aug-23 | Gift | 1,360 | -- | -- | (1%) 99.73K to 98.37K | |
| 15-Feb-23 4:42 PM View: | Southern Co. (SO) | 13-Feb-23 | Grant | 19,311 | -- | -- | 22% 87.49K to 106.8K | |
| 15-Feb-23 4:42 PM View: | Southern Co. (SO) | 13-Feb-23 | Payment of Exercise | 9,245 | $67.13 | $620,617.00 | (9%) 108.33K to 99.09K | |
| 15-Feb-23 4:42 PM View: | Southern Co. (SO) | 13-Feb-23 | Option Exercise | 1,532 | -- | -- | 1% 106.8K to 108.33K | |
| 14-Feb-23 5:30 PM View: | Southern Co. (SO) | 11-Feb-23 | Payment of Exercise | 647 | $66.88 | $43,271.40 | (< 1%) 88.14K to 87.49K | |
| 14-Feb-23 5:30 PM View: | Southern Co. (SO) | 11-Feb-23 | Option Exercise | 1,463 | -- | -- | 2% 86.67K to 88.14K | |
| 07-Feb-23 4:46 PM View: | Southern Co. (SO) | 03-Feb-23 | Payment of Exercise | 852 | $67.27 | $57,314.00 | (< 1%) 87.49K to 86.64K | |
| 07-Feb-23 4:46 PM View: | Southern Co. (SO) | 03-Feb-23 | Option Exercise | 1,714 | -- | -- | 2% 85.78K to 87.49K | |
| 01-Apr-22 4:47 PM View: | Southern Co. (SO) | 31-Mar-22 | Private Sale | 6,850 | $73.00 | $500,050.00 | (7%) 91.67K to 84.82K | |
| 15-Feb-22 5:46 PM View: | Southern Co. (SO) | 13-Feb-22 | Grant | 27,806 | -- | -- | 37% 75.24K to 103.05K | |
| 15-Feb-22 5:46 PM View: | Southern Co. (SO) | 13-Feb-22 | Payment of Exercise | 13,067 | $66.79 | $872,745.00 | (12%) 104.7K to 91.63K | |
| 15-Feb-22 5:46 PM View: | Southern Co. (SO) | 13-Feb-22 | Option Exercise | 1,654 | -- | -- | 2% 103.05K to 104.7K | |
| 14-Feb-22 7:09 PM View: | Southern Co. (SO) | 11-Feb-22 | Payment of Exercise | 1,567 | $66.79 | $104,660.00 | (2%) 76.81K to 75.24K | |
| 14-Feb-22 7:09 PM View: | Southern Co. (SO) | 11-Feb-22 | Option Exercise | 3,396 | -- | -- | 5% 73.41K to 76.81K | |
| 02-Mar-21 4:46 PM View: | Southern Co. (SO) | 27-Feb-21 | Payment of Exercise | 952 | $56.72 | $53,997.40 | (1%) 73.31K to 72.36K | |
| 02-Mar-21 4:46 PM View: | Southern Co. (SO) | 27-Feb-21 | Option Exercise | 2,144 | -- | -- | 3% 71.17K to 73.31K | |
| 17-Feb-21 4:43 PM View: | Southern Co. (SO) | 12-Feb-21 | Grant | 26,806 | -- | -- | 48% 56.22K to 83.03K | |
| 17-Feb-21 4:43 PM View: | Southern Co. (SO) | 12-Feb-21 | Payment of Exercise | 11,890 | $60.10 | $714,589.00 | (14%) 83.03K to 71.14K | |
| 16-Feb-21 4:55 PM View: | Southern Co. (SO) | 11-Feb-21 | Payment of Exercise | 840 | $61.29 | $51,483.60 | (1%) 57.06K to 56.22K | |
| 16-Feb-21 4:55 PM View: | Southern Co. (SO) | 11-Feb-21 | Option Exercise | 1,907 | -- | -- | 3% 55.15K to 57.06K | |
| 05-Feb-21 5:20 PM View: | Southern Co. (SO) | 03-Feb-21 | Payment of Exercise | 673 | $59.45 | $40,009.90 | (1%) 55.83K to 55.15K | |
| 05-Feb-21 5:20 PM View: | Southern Co. (SO) | 03-Feb-21 | Option Exercise | 1,354 | -- | -- | 2% 54.47K to 55.83K | |
| 14-Aug-20 4:44 PM View: | Southern Co. (SO) | 12-Aug-20 | Market Purchase | 1,805 | $55.21 | $99,654.00 | 5% 33.23K to 35.03K | 6% |
| 02-Mar-20 4:57 PM View: | Southern Co. (SO) | 27-Feb-20 | Payment of Exercise | 905 | $62.88 | $56,906.40 | (2%) 51.4K to 50.49K | 8% |
| 02-Mar-20 4:57 PM View: | Southern Co. (SO) | 27-Feb-20 | Option Exercise | 2,037 | -- | -- | 4% 49.36K to 51.4K | |
| 18-Feb-20 4:38 PM View: | Southern Co. (SO) | 14-Feb-20 | Market Sale | 9,610 | $69.12 | $664,243.00 | (17%) 57.95K to 48.34K | 16% |
| 18-Feb-20 4:51 PM View: | Southern Co. (SO) | 13-Feb-20 | Payment of Exercise | 819 | $69.54 | $56,953.30 | (1%) 59.79K to 58.97K | 18% |
| 18-Feb-20 4:51 PM View: | Southern Co. (SO) | 13-Feb-20 | Option Exercise | 1,845 | -- | -- | 3% 57.95K to 59.79K | |
| 13-Feb-20 5:13 PM View: | Southern Co. (SO) | 11-Feb-20 | Grant | 17,271 | -- | -- | 36% 47.32K to 64.59K | |
| 13-Feb-20 5:13 PM View: | Southern Co. (SO) | 11-Feb-20 | Payment of Exercise | 8,473 | $68.59 | $581,163.00 | (13%) 66.42K to 57.95K | 16% |
| 13-Feb-20 5:13 PM View: | Southern Co. (SO) | 11-Feb-20 | Option Exercise | 1,829 | -- | -- | 3% 64.59K to 66.42K | |
| 16-Jan-20 4:38 PM View: | Southern Co. (SO) | 15-Jan-20 | Option Exercise | 61,018 | $41.28 | $2,518,820.00 | 129% 47.27K to 108.29K | |
| 16-Jan-20 4:38 PM View: | Southern Co. (SO) | 15-Jan-20 | Market Option Sale | 61,018 | $65.00 | $3,966,170.00 | (56%) 108.29K to 47.27K | 12% |
| 14-Jun-19 5:36 PM View: | Southern Co. (SO) | 13-Jun-19 | Option Exercise | 79,429 | $44.22 | $3,512,470.00 | 170% 46.62K to 126.05K | |
| 14-Jun-19 5:36 PM View: | Southern Co. (SO) | 13-Jun-19 | Market Option Sale | 79,429 | $55.14 | $4,379,720.00 | (63%) 126.05K to 46.62K | (2%) |
| 15-Feb-19 5:22 PM View: | Southern Co. (SO) | 13-Feb-19 | Payment of Exercise | 697 | $49.22 | $34,306.30 | (1%) 46.93K to 46.23K | (17%) |
| 15-Feb-19 5:22 PM View: | Southern Co. (SO) | 13-Feb-19 | Option Exercise | 1,767 | -- | -- | 4% 45.16K to 46.93K | |
| 13-Feb-19 5:22 PM View: | Southern Co. (SO) | 11-Feb-19 | Grant | 16,527 | -- | -- | 49% 34.01K to 50.54K | |
| 13-Feb-19 5:22 PM View: | Southern Co. (SO) | 11-Feb-19 | Payment of Exercise | 7,324 | $49.24 | $360,634.00 | (14%) 52.49K to 45.16K | (17%) |
| 13-Feb-19 5:22 PM View: | Southern Co. (SO) | 11-Feb-19 | Option Exercise | 1,949 | -- | -- | 4% 50.54K to 52.49K | |
| 06-Dec-18 5:29 PM View: | Southern Co. (SO) | 04-Dec-18 | Option Exercise | 35,061 | $34.69 | $1,216,120.00 | 133% 26.46K to 61.52K | |
| 06-Dec-18 5:29 PM View: | Southern Co. (SO) | 04-Dec-18 | Market Option Sale | 35,061 | $47.24 | $1,656,240.00 | (57%) 61.52K to 26.46K | (22%) |