| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| SOUTHERN CO | Director | Deferred Stock Units Holding | 10,488 | $914,580 | $87.20 | 02 Jan 2026 | Direct |
| PINNACLE WEST CAPITAL CORP | Director | Stock Units | 1,783 | $131,843 | $69.10 | 21 May 2025 | 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, 11:46 |
| 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, 11:40 |
| PNW | PINNACLE WEST CAPITAL CORP | 21 May 2025 | 1 | $0 | 4 | Director | 22 May 2025, 18:36 |
| 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, 17:10 |
| SO | SOUTHERN CO | 01 Jul 2024 | 1 | +$42,500 | 4 | Director | 03 Jul 2024, 10:50 |
| PNW | PINNACLE WEST CAPITAL CORP | 22 May 2024 | 1 | $0 | 4 | Director | 23 May 2024, 18:42 |
| SO | SOUTHERN CO | 01 Apr 2024 | 1 | +$42,500 | 4 | Director | 05 Apr 2024, 14:56 |
| SO | SOUTHERN CO | 02 Jan 2024 | 1 | +$42,500 | 4 | Director | 02 Jan 2024, 16:26 |
| SO | SOUTHERN CO | 02 Oct 2023 | 1 | +$40,000 | 4 | Director | 02 Oct 2023, 16:51 |
| SO | SOUTHERN CO | 03 Jul 2023 | 1 | +$40,000 | 4 | Director | 03 Jul 2023, 18:16 |
| PNW | PINNACLE WEST CAPITAL CORP | 17 May 2023 | 1 | +$149,816 | 4 | Director | 19 May 2023, 18:18 |
| SO | SOUTHERN CO | 03 Apr 2023 | 1 | +$40,000 | 4 | Director | 03 Apr 2023, 16:50 |
| PNW | PINNACLE WEST CAPITAL CORP | 01 Mar 2023 | 1 | +$45,880 | 4 | Director | 02 Mar 2023, 10:44 |
| PNW | PINNACLE WEST CAPITAL CORP | 22 Feb 2023 | 0 | $0 | 3 | Director | 23 Feb 2023, 11:07 |
| SO | SOUTHERN CO | 03 Jan 2023 | 1 | +$40,000 | 4 | Director | 03 Jan 2023, 15:35 |
| SO | SOUTHERN CO | 03 Oct 2022 | 1 | +$40,000 | 4 | Director | 03 Oct 2022, 16:40 |
| SO | SOUTHERN CO | 01 Jul 2022 | 1 | +$40,000 | 4 | Director | 05 Jul 2022, 16:33 |
| SO | SOUTHERN CO | 01 Apr 2022 | 1 | +$40,000 | 4 | Director | 04 Apr 2022, 16:46 |
| SO | SOUTHERN CO | 03 Jan 2022 | 1 | +$73,333 | 4 | Director | 03 Jan 2022, 16:04 |
| SO | SOUTHERN CO | 17 Oct 2021 | 0 | $0 | 3 | Director | 21 Oct 2021, 16:41 |