Dale E. Klein

Insider Reports History

Reporting-owner location: Phoenix, AZ
Latest reporting-owner signature: Patrick C. Cannon, attorney-in-fact for Dale E. Klein
Source: Latest parsed Forms 3/4/5 signature
Transaction source note: Rows are grouped by transaction date from the original SEC filing. Open the aggregated insider activity page to review issuer-level activity across dates.

Reported holdings for Dale E. Klein

Form 4 holding Director

SOUTHERN CO

Security class: Deferred Stock Units Holding
Shares / value: 57,353
Estimated value: $4,923,346
Report date: 01 Apr 2026
Price: $87.20
Ownership: Direct
Underlying class: Southern Company Common Stock
Underlying amount

Form 4 holding Director

NUSCALE POWER Corp

Security class: Class A Common Stock
Shares / value: 17,362
Estimated value: $188,204
Report date: 29 May 2026
Price: $10.84
Ownership: Direct

Form 4 holding Director

PINNACLE WEST CAPITAL CORP

Security class: Stock Units
Shares / value: 1,878
Estimated value: $129,770
Report date: 18 May 2022
Price: $69.10
Ownership: Direct
Underlying class: Common Stock
Underlying amount

Form 4 holding Director

SOUTHERN CO

Security class: Southern Company Common Stock Holding
Shares / value: 0
Estimated value: $0
Report date: 01 Jul 2025
Price: $89.55
Ownership: Direct

Insider Reports Filed by Dale E. Klein

4 SMR

NUSCALE POWER Corp

Report period: 29 May 2026
Transactions: 2
Transaction value: $0
Accepted by SEC: 02 Jun 2026, 16:57
Role: Director
Next action: Open filing details

3 SMR

NUSCALE POWER Corp

Report period: 29 May 2026
Transactions: 0
Transaction value: $0
Accepted by SEC: 02 Jun 2026, 16:45
Role: Director
Next action: Open filing details

4 SO

SOUTHERN CO

Report period: 01 Apr 2026
Transactions: 1
Transaction value: $0
Accepted by SEC: 02 Apr 2026, 15:40
Role: Director
Next action: Open filing details

4 SO

SOUTHERN CO

Report period: 02 Jan 2026
Transactions: 1
Transaction value: +$45,000
Accepted by SEC: 06 Jan 2026, 11:39
Role: Director
Next action: Open filing details

4 SO

SOUTHERN CO

Report period: 01 Oct 2025
Transactions: 1
Transaction value: +$42,500
Accepted by SEC: 02 Oct 2025, 16:00
Role: Director
Next action: Open filing details

4 SO

SOUTHERN CO

Report period: 01 Jul 2025
Transactions: 1
Transaction value: +$42,500
Accepted by SEC: 02 Jul 2025, 11:33
Role: Director
Next action: Open filing details

4 SO

SOUTHERN CO

Report period: 01 Apr 2025
Transactions: 1
Transaction value: +$42,500
Accepted by SEC: 03 Apr 2025, 10:00
Role: Director
Next action: Open filing details

4 SO

SOUTHERN CO

Report period: 02 Jan 2025
Transactions: 1
Transaction value: +$42,500
Accepted by SEC: 06 Jan 2025, 12:00
Role: Director
Next action: Open filing details

4 SO

SOUTHERN CO

Report period: 01 Oct 2024
Transactions: 1
Transaction value: +$42,500
Accepted by SEC: 02 Oct 2024, 17:00
Role: Director
Next action: Open filing details

4 SO

SOUTHERN CO

Report period: 01 Jul 2024
Transactions: 1
Transaction value: +$42,500
Accepted by SEC: 03 Jul 2024, 10:49
Role: Director
Next action: Open filing details

4 SO

SOUTHERN CO

Report period: 01 Apr 2024
Transactions: 1
Transaction value: +$42,500
Accepted by SEC: 05 Apr 2024, 14:52
Role: Director
Next action: Open filing details

4 SO

SOUTHERN CO

Report period: 02 Jan 2024
Transactions: 1
Transaction value: +$42,500
Accepted by SEC: 02 Jan 2024, 16:23
Role: Director
Next action: Open filing details

4 SO

SOUTHERN CO

Report period: 02 Oct 2023
Transactions: 1
Transaction value: +$40,000
Accepted by SEC: 02 Oct 2023, 16:48
Role: Director
Next action: Open filing details

4 SO

SOUTHERN CO

Report period: 03 Jul 2023
Transactions: 1
Transaction value: +$40,000
Accepted by SEC: 03 Jul 2023, 18:21
Role: Director
Next action: Open filing details

4 SO

SOUTHERN CO

Report period: 03 Apr 2023
Transactions: 1
Transaction value: +$40,000
Accepted by SEC: 03 Apr 2023, 16:52
Role: Director
Next action: Open filing details

4 SO

SOUTHERN CO

Report period: 03 Jan 2023
Transactions: 1
Transaction value: +$40,000
Accepted by SEC: 03 Jan 2023, 15:33
Role: Director
Next action: Open filing details

4 SO

SOUTHERN CO

Report period: 03 Oct 2022
Transactions: 1
Transaction value: +$40,000
Accepted by SEC: 03 Oct 2022, 16:46
Role: Director
Next action: Open filing details

4 SO

SOUTHERN CO

Report period: 01 Jul 2022
Transactions: 1
Transaction value: +$40,000
Accepted by SEC: 05 Jul 2022, 16:36
Role: Director
Next action: Open filing details

4 PNW

PINNACLE WEST CAPITAL CORP

Report period: 18 May 2022
Transactions: 1
Transaction value: $0
Accepted by SEC: 20 May 2022, 15:16
Role: Director
Next action: Open filing details

4 SO

SOUTHERN CO

Report period: 01 Apr 2022
Transactions: 1
Transaction value: +$40,000
Accepted by SEC: 04 Apr 2022, 16:40
Role: Director
Next action: Open filing details

4 SO

SOUTHERN CO

Report period: 03 Jan 2022
Transactions: 1
Transaction value: +$40,000
Accepted by SEC: 03 Jan 2022, 16:14
Role: Director
Next action: Open filing details

4 SO

SOUTHERN CO

Report period: 01 Oct 2021
Transactions: 1
Transaction value: +$40,000
Accepted by SEC: 04 Oct 2021, 16:29
Role: Director
Next action: Open filing details

4 SO

SOUTHERN CO

Report period: 01 Jul 2021
Transactions: 1
Transaction value: +$40,000
Accepted by SEC: 02 Jul 2021, 16:31
Role: Director
Next action: Open filing details

4 PNW

PINNACLE WEST CAPITAL CORP

Report period: 19 May 2021
Transactions: 1
Transaction value: $0
Accepted by SEC: 19 May 2021, 18:52
Role: Director
Next action: Open filing details

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