| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| SOUTHERN CO | Director | Deferred Stock Units Holding | 56,460 | $4,923,346 | $87.20 | 02 Jan 2026 | Direct |
| PINNACLE WEST CAPITAL CORP | Director | Stock Units | 1,878 | $129,770 | $69.10 | 18 May 2022 | Direct |
| SOUTHERN CO | Director | Southern Company Common Stock Holding | 0 | $0 | $89.55 | 01 Jul 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| SO | SOUTHERN CO | 02 Jan 2026 | 1 | +$45,000 | 4 | Director | 06 Jan 2026, 11:39 |
| SO | SOUTHERN CO | 01 Oct 2025 | 1 | +$42,500 | 4 | Director | 02 Oct 2025, 16:00 |
| SO | SOUTHERN CO | 01 Jul 2025 | 1 | +$42,500 | 4 | Director | 02 Jul 2025, 11:33 |
| SO | SOUTHERN CO | 01 Apr 2025 | 1 | +$42,500 | 4 | Director | 03 Apr 2025, 10:00 |
| SO | SOUTHERN CO | 02 Jan 2025 | 1 | +$42,500 | 4 | Director | 06 Jan 2025, 12:00 |
| SO | SOUTHERN CO | 01 Oct 2024 | 1 | +$42,500 | 4 | Director | 02 Oct 2024, 17:00 |
| SO | SOUTHERN CO | 01 Jul 2024 | 1 | +$42,500 | 4 | Director | 03 Jul 2024, 10:49 |
| SO | SOUTHERN CO | 01 Apr 2024 | 1 | +$42,500 | 4 | Director | 05 Apr 2024, 14:52 |
| SO | SOUTHERN CO | 02 Jan 2024 | 1 | +$42,500 | 4 | Director | 02 Jan 2024, 16:23 |
| SO | SOUTHERN CO | 02 Oct 2023 | 1 | +$40,000 | 4 | Director | 02 Oct 2023, 16:48 |
| SO | SOUTHERN CO | 03 Jul 2023 | 1 | +$40,000 | 4 | Director | 03 Jul 2023, 18:21 |
| SO | SOUTHERN CO | 03 Apr 2023 | 1 | +$40,000 | 4 | Director | 03 Apr 2023, 16:52 |
| SO | SOUTHERN CO | 03 Jan 2023 | 1 | +$40,000 | 4 | Director | 03 Jan 2023, 15:33 |
| SO | SOUTHERN CO | 03 Oct 2022 | 1 | +$40,000 | 4 | Director | 03 Oct 2022, 16:46 |
| SO | SOUTHERN CO | 01 Jul 2022 | 1 | +$40,000 | 4 | Director | 05 Jul 2022, 16:36 |
| PNW | PINNACLE WEST CAPITAL CORP | 18 May 2022 | 1 | $0 | 4 | Director | 20 May 2022, 15:16 |
| SO | SOUTHERN CO | 01 Apr 2022 | 1 | +$40,000 | 4 | Director | 04 Apr 2022, 16:40 |
| SO | SOUTHERN CO | 03 Jan 2022 | 1 | +$40,000 | 4 | Director | 03 Jan 2022, 16:14 |
| SO | SOUTHERN CO | 01 Oct 2021 | 1 | +$40,000 | 4 | Director | 04 Oct 2021, 16:29 |
| SO | SOUTHERN CO | 01 Jul 2021 | 1 | +$40,000 | 4 | Director | 02 Jul 2021, 16:31 |
| PNW | PINNACLE WEST CAPITAL CORP | 19 May 2021 | 1 | $0 | 4 | Director | 19 May 2021, 18:52 |