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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 14-Feb-24 4:00 PM View:  | Southern Co. (SO) | 13-Feb-24 | Payment of Exercise | 778 | $67.51 | $52,522.80 | (< 1%) 90.34K to 89.56K | |
| 14-Feb-24 4:00 PM View: | Southern Co. (SO) | 13-Feb-24 | Option Exercise | 1,722 | -- | -- | 2% 88.62K to 90.34K | |
| 09-Feb-24 5:23 PM View: | Southern Co. (SO) | 07-Feb-24 | Grant | 25,453 | -- | -- | 35% 73.73K to 99.18K | |
| 09-Feb-24 5:23 PM View: | Southern Co. (SO) | 07-Feb-24 | Payment of Exercise | 12,234 | $66.95 | $819,066.00 | (12%) 100.85K to 88.62K | |
| 09-Feb-24 5:23 PM View: | Southern Co. (SO) | 07-Feb-24 | Option Exercise | 1,674 | -- | -- | 2% 99.18K to 100.85K | |
| 06-Feb-24 4:24 PM View: | Southern Co. (SO) | 03-Feb-24 | Payment of Exercise | 959 | $68.65 | $65,835.40 | (1%) 74.69K to 73.73K | |
| 06-Feb-24 4:24 PM View: | Southern Co. (SO) | 03-Feb-24 | Option Exercise | 1,929 | -- | -- | 3% 72.76K to 74.69K | |
| 02-Nov-23 11:18 AM View: | SCBT Financial Corp. (SSB) | 01-Nov-23 | Option Exercise | 1,215 | -- | -- | 20% 6.22K to 7.44K | |
| 06-Sep-23 4:18 PM View: | Southern Co. (SO) | 05-Sep-23 | Market Sale (Planned) | 1,490 | $67.05 | $99,904.50 | (2%) 74.25K to 72.76K | (2%) |
| 02-Jun-23 4:43 PM View: | Southern Co. (SO) | 01-Jun-23 | Market Sale | 1,435 | $69.99 | $100,436.00 | (2%) 75.68K to 74.25K | 2% |
| 02-Mar-23 4:32 PM View: | Southern Co. (SO) | 01-Mar-23 | Market Sale (Planned) | 1,601 | $62.55 | $100,143.00 | (2%) 77.28K to 75.68K | (10%) |
| 15-Feb-23 4:46 PM View: | Southern Co. (SO) | 13-Feb-23 | Grant | 15,773 | -- | -- | 39% 40.03K to 55.8K | |
| 15-Feb-23 4:46 PM View: | Southern Co. (SO) | 13-Feb-23 | Payment of Exercise | 7,862 | $67.13 | $527,776.00 | (14%) 57.45K to 49.59K | |
| 15-Feb-23 4:46 PM View: | Southern Co. (SO) | 13-Feb-23 | Option Exercise | 1,655 | -- | -- | 3% 55.8K to 57.45K | |
| 14-Feb-23 5:24 PM View: | Southern Co. (SO) | 11-Feb-23 | Payment of Exercise | 540 | $66.88 | $36,115.20 | (1%) 40.57K to 40.03K | |
| 14-Feb-23 5:24 PM View: | Southern Co. (SO) | 11-Feb-23 | Option Exercise | 1,196 | -- | -- | 3% 39.37K to 40.57K | |
| 07-Feb-23 4:51 PM View: | Southern Co. (SO) | 03-Feb-23 | Payment of Exercise | 922 | $67.27 | $62,022.90 | (2%) 40.29K to 39.37K | |
| 07-Feb-23 4:51 PM View: | Southern Co. (SO) | 03-Feb-23 | Option Exercise | 1,851 | -- | -- | 5% 38.44K to 40.29K | |
| 08-Dec-22 4:18 PM View: | Southern Co. (SO) | 07-Dec-22 | Market Sale | 1,475 | $68.35 | $100,816.00 | (4%) 39.92K to 38.44K | (< 1%) |
| 03-Nov-22 4:57 PM View: | SCBT Financial Corp. (SSB) | 02-Nov-22 | Option Exercise | 935 | -- | -- | 18% 5.29K to 6.22K | |
| 07-Nov-22 4:49 PM View: | Southern Co. (SO) | 28-Oct-22 | Market Sale | 3,050 | $65.80 | $200,690.00 | (7%) 42.97K to 39.92K | (4%) |
| 15-Feb-22 5:54 PM View: | Southern Co. (SO) | 13-Feb-22 | Grant | 22,768 | -- | -- | 77% 29.55K to 52.32K | |
| 15-Feb-22 5:54 PM View: | Southern Co. (SO) | 13-Feb-22 | Payment of Exercise | 11,137 | $66.79 | $743,840.00 | (21%) 54.1K to 42.97K | |
| 15-Feb-22 5:54 PM View: | Southern Co. (SO) | 13-Feb-22 | Option Exercise | 1,785 | -- | -- | 3% 52.32K to 54.1K | |
| 14-Feb-22 7:17 PM View: | Southern Co. (SO) | 11-Feb-22 | Payment of Exercise | 1,317 | $66.79 | $87,962.40 | (4%) 30.87K to 29.55K | |
| 14-Feb-22 7:17 PM View: | Southern Co. (SO) | 11-Feb-22 | Option Exercise | 2,778 | -- | -- | 10% 28.09K to 30.87K | |
| 01-Nov-21 4:44 PM View: | SCBT Financial Corp. (SSB) | 01-Nov-21 | Option Exercise | 928 | -- | -- | 22% 4.13K to 5.06K | |
| 02-Aug-21 4:44 PM View: | Southern Co. (SO) | 30-Jul-21 | Market Sale | 7,000 | $64.61 | $452,270.00 | (20%) 35.09K to 28.09K | 1% |
| 04-May-20 4:26 PM View: | SCBT Financial Corp. (SSB) | 01-May-20 | Grant | 926 | $52.95 | $49,031.70 | 27% 3.44K to 4.36K | 37% |
| 03-May-19 11:11 AM View: | SCBT Financial Corp. (SSB) | 02-May-19 | Grant | 865 | $75.32 | $65,151.80 | 34% 2.57K to 3.44K | (5%) |
| 02-Aug-18 11:24 AM View: | SCBT Financial Corp. (SSB) | 01-Aug-18 | Market Purchase | 1,000 | $84.03 | $84,030.50 | 64% 1.57K to 2.57K | (16%) |
| 02-May-18 12:52 PM View: | SCBT Financial Corp. (SSB) | 01-May-18 | Grant | 678 | $87.25 | $59,155.50 | 76% 0.89K to 1.57K | (20%) |
| 02-May-17 12:01 PM View: | SCBT Financial Corp. (SSB) | 01-May-17 | Grant | 492 | $87.95 | $43,271.40 | 123% 0.4K to 0.89K | (21%) |