| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SO | Southern Company Common Stock | Sale | -$872K | -13K | -35.68% | $67.18 | 23.4K | Feb 15, 2024 | Direct | |
| transaction | SO | Southern Company Common Stock | Sale | -$59.5K | -902 | -3.85% | $65.99 | 22.5K | Feb 16, 2024 | Direct | |
| holding | SO | Southern Company Common Stock | 5.57K | Feb 15, 2024 | 401K |
Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.
Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).