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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 14-Feb-24 4:01 PM View:  | Southern Co. (SO) | 13-Feb-24 | Payment of Exercise | 1,149 | $67.51 | $77,569.00 | (2%) 50.67K to 49.52K | |
| 14-Feb-24 4:01 PM View: | Southern Co. (SO) | 13-Feb-24 | Option Exercise | 2,665 | -- | -- | 6% 48.0K to 50.67K | |
| 09-Feb-24 5:32 PM View: | Southern Co. (SO) | 07-Feb-24 | Grant | 7,307 | -- | -- | 17% 42.34K to 49.65K | |
| 09-Feb-24 5:32 PM View: | Southern Co. (SO) | 07-Feb-24 | Payment of Exercise | 4,383 | $66.95 | $293,442.00 | (8%) 52.39K to 48.0K | |
| 09-Feb-24 5:32 PM View: | Southern Co. (SO) | 07-Feb-24 | Option Exercise | 2,741 | -- | -- | 6% 49.65K to 52.39K | |
| 06-Feb-24 4:36 PM View: | Southern Co. (SO) | 03-Feb-24 | Payment of Exercise | 270 | $68.65 | $18,535.50 | (< 1%) 42.61K to 42.34K | |
| 06-Feb-24 4:36 PM View: | Southern Co. (SO) | 03-Feb-24 | Option Exercise | 555 | -- | -- | 1% 42.05K to 42.61K | |
| 15-Feb-23 4:49 PM View: | Southern Co. (SO) | 13-Feb-23 | Grant | 5,809 | -- | -- | 15% 38.08K to 43.89K | |
| 15-Feb-23 4:49 PM View: | Southern Co. (SO) | 13-Feb-23 | Payment of Exercise | 3,781 | $67.13 | $253,819.00 | (8%) 46.45K to 42.67K | |
| 15-Feb-23 4:49 PM View: | Southern Co. (SO) | 13-Feb-23 | Option Exercise | 2,561 | -- | -- | 6% 43.89K to 46.45K | |
| 14-Feb-23 5:18 PM View: | Southern Co. (SO) | 11-Feb-23 | Payment of Exercise | 223 | $66.88 | $14,914.20 | (< 1%) 38.3K to 38.08K | |
| 14-Feb-23 5:18 PM View: | Southern Co. (SO) | 11-Feb-23 | Option Exercise | 441 | -- | -- | 1% 37.86K to 38.3K | |
| 07-Feb-23 4:54 PM View: | Southern Co. (SO) | 03-Feb-23 | Payment of Exercise | 269 | $67.27 | $18,095.60 | (< 1%) 38.13K to 37.86K | |
| 07-Feb-23 4:54 PM View: | Southern Co. (SO) | 03-Feb-23 | Option Exercise | 531 | -- | -- | 1% 37.6K to 38.13K | |
| 15-Feb-22 5:55 PM View: | Southern Co. (SO) | 13-Feb-22 | Grant | 8,303 | -- | -- | 25% 32.74K to 41.04K | |
| 15-Feb-22 5:55 PM View: | Southern Co. (SO) | 13-Feb-22 | Payment of Exercise | 3,598 | $66.79 | $240,310.00 | (9%) 41.04K to 37.45K | |
| 14-Feb-22 7:18 PM View: | Southern Co. (SO) | 11-Feb-22 | Payment of Exercise | 465 | $66.79 | $31,057.30 | (1%) 33.21K to 32.74K | |
| 14-Feb-22 7:18 PM View: | Southern Co. (SO) | 11-Feb-22 | Option Exercise | 1,017 | -- | -- | 3% 32.19K to 33.21K | |
| 04-Feb-22 4:54 PM View: | Southern Co. (SO) | 03-Feb-22 | Payment of Exercise | 251 | $69.25 | $17,381.80 | (< 1%) 32.43K to 32.18K | |
| 04-Feb-22 4:54 PM View: | Southern Co. (SO) | 03-Feb-22 | Option Exercise | 513 | -- | -- | 2% 31.91K to 32.43K | |
| 12-Nov-21 4:42 PM View: | Southern Co. (SO) | 10-Nov-21 | Market Sale | 2,350 | $63.62 | $149,507.00 | (7%) 34.21K to 31.86K | < 1% |