| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| SOUTHERN CO | EVP & CIO | Southern Company Common Stock | 102,090 | $9,148,285 | $89.61 | 03 Mar 2025 | Direct |
| SouthState Bank Corp | Director | Common Stock | 9,639 | $953,007 | $98.87 | 01 Nov 2025 | Direct |
| SouthState Corp | Director | Restricted Share Units | 1,136 | $99,570 | $87.65 | 01 May 2025 | Direct |
| SOUTHERN CO | EVP & CIO | Performance Restricted Stock Units | 0 | $0 | $77.61 | 13 Feb 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| SSB | SouthState Bank Corp | 01 Nov 2025 | 1 | $0 | 4 | Director | 03 Nov 2025, 16:36 |
| SSB | SouthState Corp | 01 May 2025 | 1 | +$99,570 | 4 | Director | 02 May 2025, 16:28 |
| SO | SOUTHERN CO | 03 Mar 2025 | 1 | -$100,811 | 4 | EVP & CIO | 04 Mar 2025, 10:00 |
| SO | SOUTHERN CO | 18 Feb 2025 | 3 | -$69,250 | 4 | EVP & CIO | 18 Feb 2025, 16:00 |
| SO | SOUTHERN CO | 05 Feb 2025 | 5 | -$876,190 | 4 | EVP & CIO | 07 Feb 2025, 17:00 |
| SO | SOUTHERN CO | 01 Feb 2025 | 3 | -$71,441 | 4 | EVP and CIO | 04 Feb 2025, 15:00 |
| SO | SOUTHERN CO | 05 Dec 2024 | 1 | -$100,503 | 4 | EVP and CIO | 06 Dec 2024, 16:00 |
| SSB | SouthState Corp | 01 Nov 2024 | 1 | $0 | 4 | Director | 04 Nov 2024, 16:04 |
| SSB | SouthState Corp | 01 May 2024 | 1 | +$82,149 | 4 | Director | 02 May 2024, 15:21 |
| SO | SOUTHERN CO | 13 Feb 2024 | 3 | -$52,523 | 4 | EVP and CIO | 14 Feb 2024, 16:00 |
| SO | SOUTHERN CO | 07 Feb 2024 | 5 | -$819,066 | 4 | EVP and CIO | 09 Feb 2024, 17:23 |
| SO | SOUTHERN CO | 03 Feb 2024 | 3 | -$65,835 | 4 | EVP and CIO | 06 Feb 2024, 16:24 |
| SSB | SouthState Corp | 01 Nov 2023 | 1 | $0 | 4 | Director | 02 Nov 2023, 11:18 |
| SO | SOUTHERN CO | 05 Sep 2023 | 1 | -$99,904 | 4 | EVP and CIO | 06 Sep 2023, 16:18 |
| SO | SOUTHERN CO | 01 Jun 2023 | 1 | -$100,436 | 4 | EVP and CIO | 02 Jun 2023, 16:43 |
| SSB | SouthState Corp | 01 May 2023 | 1 | +$81,551 | 4 | Director | 02 May 2023, 17:19 |
| SO | SOUTHERN CO | 01 Mar 2023 | 1 | -$100,143 | 4 | EVP and CIO | 02 Mar 2023, 15:32 |
| SO | SOUTHERN CO | 13 Feb 2023 | 5 | -$527,776 | 4 | EVP and CIO | 15 Feb 2023, 15:46 |
| SO | SOUTHERN CO | 11 Feb 2023 | 3 | -$36,115 | 4 | EVP and CIO | 14 Feb 2023, 16:24 |
| SO | SOUTHERN CO | 03 Feb 2023 | 3 | -$62,023 | 4 | EVP and CIO | 07 Feb 2023, 15:51 |
| SO | SOUTHERN CO | 07 Dec 2022 | 1 | -$100,816 | 4 | EVP and CIO | 08 Dec 2022, 15:18 |
| SSB | SouthState Corp | 02 Nov 2022 | 1 | $0 | 4 | Director | 03 Nov 2022, 16:57 |
| SO | SOUTHERN CO | 28 Oct 2022 | 1 | -$200,690 | 4 | EVP and CIO | 07 Nov 2022, 15:49 |
| SSB | SouthState Corp | 02 May 2022 | 1 | +$75,062 | 4 | Director | 03 May 2022, 15:42 |
| SO | SOUTHERN CO | 13 Feb 2022 | 5 | -$743,840 | 4 | EVP and CIO | 15 Feb 2022, 16:54 |
| SO | SOUTHERN CO | 11 Feb 2022 | 6 | -$87,962 | 4 | EVP and CIO | 14 Feb 2022, 18:17 |
| SSB | SouthState Corp | 01 Nov 2021 | 1 | $0 | 4 | Director | 01 Nov 2021, 16:44 |
| SO | SOUTHERN CO | 30 Jul 2021 | 1 | -$452,270 | 4 | EVP and CIO | 02 Aug 2021, 16:44 |
| SO | SOUTHERN CO | 19 Apr 2021 | 0 | $0 | 3/A | EVP and CIO | 02 Mar 2023, 15:34 |