| |
| |
|
| Insider
Information: |
Davis Martin Bernard |
| Relationship: |
EVP and CIO |
| City: |
Columbia |
| State: |
SC |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
97,003 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$7,529,910 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
97,003 |
|
|
| Total
Value |
$7,529,910 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
3
|
|
Stock
price went up :
|
0
|
2
|
| Stock
price went down : |
0
|
1
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
2.0
|
| Percentage
Gain/Loss : |
0.0%
|
 28.1%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
South State Corporation |
SSB |
|
2023-11-01 |
7,440 |
2016-05-13 |
0 |
Premium* |
|
|
Southern Co |
SO |
EVP and CIO |
2024-02-13 |
89,563 |
|
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
35 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 2
|
| 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 and CIO |
• – – |
2023-02-03 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,851 |
40,292 |
0 |
- |
|
| SO |
Southern Co |
EVP and CIO |
• – – |
2023-02-11 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,196 |
40,566 |
0 |
- |
|
| SO |
Southern Co |
EVP and CIO |
• – – |
2023-02-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,655 |
50,339 |
0 |
- |
|
| SSB |
South State Corporation |
|
– • – |
2023-11-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,215 |
7,440 |
0 |
- |
|
| SO |
Southern Co |
EVP and CIO |
• – – |
2024-02-03 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,929 |
74,685 |
0 |
- |
|
| SO |
Southern Co |
EVP and CIO |
• – – |
2024-02-07 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,674 |
89,373 |
0 |
- |
|
| SO |
Southern Co |
EVP and CIO |
• – – |
2024-02-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,722 |
90,341 |
0 |
- |
|
| SO |
Southern Co |
EVP and CIO |
• – – |
2021-07-30 |
4 |
S |
$64.61 |
$452,270 |
D/D |
(7,000) |
28,089 |
0 |
% |
|
| SO |
Southern Co |
EVP and CIO |
• – – |
2022-10-28 |
4 |
S |
$65.80 |
$200,690 |
D/D |
(3,050) |
39,916 |
0 |
% |
|
| SO |
Southern Co |
EVP and CIO |
• – – |
2023-06-01 |
4 |
S |
$69.99 |
$100,436 |
D/D |
(1,435) |
74,246 |
0 |
% |
|
35 Records found
|
|
Page 2 of 2 |
| |
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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|
