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Insider Information:   Womack Christopher C
Relationship:   Director
City:   Atlanta
State:   GA
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   132,161    

Indirect Shares

   2,412      
Direct Value   $7,856,013    

Indirect Value

   $194,673      
Total Shares   134,573      
Total Value   $8,050,685      


Southern Co $6,779,721 Essential Utilities Ord Shs $471,771 Invesco Plc (ADR) $604,521 Southern Co $6,779,721 Essential Utilities Ord Shs $471,771 Invesco Plc (ADR) $604,521
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    0   
    1    

     Stock price went up :
    0   
    0    
     Stock price went down :
    0   
    1    
   
     Gain/Loss Ratio :
   0.0   
   -1.0   
     Percentage Gain/Loss :
     0.0%
 -9.4%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Southern Co SO CEO, President and Cha... 2024-02-13 84,001 2024-02-13 2,412    Premium*  
            Essential Utilities Ord Shs WTRG Director 2023-03-20 9,083 2019-07-01 0    Premium*  
            Invesco Plc (ADR) IVZ Director 2024-05-15 39,077 0    Premium*  
* Premium Members only  

Records found :    118         Free Registration Required For Full Results.    Limit: 25

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  Page 3 of 5
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
SO Southern Co EVP & Pres. External Affairs   •       –      –    2014-01-13 4 A $41.27 $156,496 D/D 3,792 11,481 0 -
SO Southern Co EVP & Pres. External Affairs   •       –      –    2014-01-13 4 D $41.27 $56,788 D/D (1,376) 10,105 0 -
SO Southern Co EVP & Pres. External Affairs   •       –      –    2017-08-03 4 OE $41.28 $3,101,944 D/D 75,144 85,298 0 -
SO Southern Co EVP & Pres. External Affairs   •       –      –    2019-06-05 4 OE $41.28 $3,101,944 D/D 75,144 85,309 0 -
WTRG Essential Utilities Ord S... Director   •       •      –    2020-03-31 4 A $41.58 $24,987 D/D 601 2,131 0 -
WTRG Essential Utilities Ord S... Director   •       •      –    2022-06-21 4 A $41.92 $27,500 D/D 656 7,190 0 -
WTRG Essential Utilities Ord S... Director   •       •      –    2020-06-30 4 A $42.01 $25,500 D/D 607 2,738 0 -
WTRG Essential Utilities Ord S... Director   •       •      –    2023-03-20 4 A $42.77 $30,021 D/D 702 9,083 0 -
SO Southern Co EVP & Pres. External Affairs   •       –      –    2013-01-14 4 A $43.05 $486,078 D/D 11,291 11,544 0 -
SO Southern Co EVP & Pres. External Affairs   •       –      –    2013-01-14 4 D $43.05 $166,345 D/D (3,864) 7,680 0 -
SO Southern Co EVP & Pres. External Affairs   •       –      –    2016-04-29 4 OE $44.06 $4,467,609 D/D 101,022 65,104 0 -
SO Southern Co EVP & Pres. External Affairs   •       –      –    2020-01-13 4 OE $44.06 $2,421,802 D/D 54,966 65,131 0 -
SO Southern Co EVP & Pres. External Affairs   •       –      –    2014-08-29 4 S $44.19 $2,257,490 D/D (51,086) 10,114 0 -
SO Southern Co President, GPC   •       –      –    2021-09-07 4 OE $44.42 $2,045,808 D/D 46,056 76,647 0 -
WTRG Essential Utilities Ord S... Director   •       •      –    2021-03-31 4 A $44.54 $24,987 D/D 561 4,456 0 -
SO Southern Co EVP & Pres. External Affairs   •       –      –    2018-02-13 4 D $44.62 $14,412 D/D (323) 26,536 0 -
SO Southern Co EVP & Pres. External Affairs   •       –      –    2015-10-29 4 S $44.66 $2,649,270 D/D (59,321) 11,089 0 -
SO Southern Co EVP & Pres. External Affairs   •       –      –    2018-02-12 4 D $44.68 $322,545 D/D (7,219) 26,152 0 -
WTRG Essential Utilities Ord S... Director   •       •      –    2019-09-30 4 A $44.86 $22,517 D/D 502 1,052 0 -
WTRG Essential Utilities Ord S... Director   •       •      –    2022-09-20 4 A $45.85 $27,507 D/D 600 7,790 0 -
WTRG Essential Utilities Ord S... Director   •       •      –    2021-06-30 4 A $46.04 $24,997 D/D 543 4,999 0 -
WTRG Essential Utilities Ord S... Director   •       •      –    2022-12-20 4 A $46.56 $27,517 D/D 591 8,381 0 -
SO Southern Co EVP & Pres. External Affairs   •       –      –    2015-02-12 4 S $46.60 $3,936,473 D/D (84,482) 11,078 0 -
WTRG Essential Utilities Ord S... Director   •       •      –    2021-09-30 4 A $46.60 $25,022 D/D 537 5,536 0 -
SO Southern Co EVP & Pres. External Affairs   •       –      –    2016-01-13 4 D $46.80 $56,581 D/D (1,209) 13,212 0 -
  118  Records found
  1   2   3  4   5      
  Page 3 of 5  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed
 
 
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