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Insider Information:   Womack Christopher C
Relationship:   Director
City:   Atlanta
State:   GA
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   120,206    

Indirect Shares

  2,412      
Direct Value   $7,574,570    

Indirect Value

  $191,247      
Total Shares   122,618      
Total Value   $7,765,818      


Southern Co
 $6,660,439 Essential Utilities Ord Shs
 $471,771 Invesco Plc (ADR)
 $442,360 Southern Co
 $6,660,439 Essential Utilities Ord Shs
 $471,771 Invesco Plc (ADR)
 $442,360
 


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 2023-05-15 27,122 0    Premium*  
* Premium Members only  

Records found :    117         Free Registration Required For Full Results.    Limit: 25

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  Page 1 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 CEO, President and Chairman   •       –      –    2024-02-03 4 OE $0.00 $0 D/D 4,426 49,290 0 -
SO Southern Co CEO, President and Chairman   •       –      –    2024-02-03 4 D $68.65 $139,565 D/D (2,033) 47,257 0 -
SO Southern Co CEO, President and Chairman   •       –      –    2024-02-07 4 A $0.00 $0 D/D 58,415 105,672 0 -
SO Southern Co CEO, President and Chairman   •       –      –    2024-02-07 4 OE $0.00 $0 D/D 7,111 88,902 0 -
SO Southern Co CEO, President and Chairman   •       –      –    2024-02-07 4 D $66.95 $214,776 D/D (3,208) 85,694 0 -
SO Southern Co CEO, President and Chairman   •       –      –    2024-02-07 4 D $66.95 $1,899,572 D/D (28,373) 81,791 0 -
SO Southern Co CEO, President and Chairman   •       –      –    2024-02-07 4 OE $0.00 $0 D/D 4,492 83,818 0 -
SO Southern Co CEO, President and Chairman   •       –      –    2024-02-13 4 D $67.51 $122,733 D/D (1,818) 84,001 0 -
SO Southern Co CEO, President and Chairman   •       –      –    2024-02-13 4 OE $0.00 $0 D/D 4,028 85,819 0 -
WTRG Essential Utilities Ord S... Director   •       •      –    2019-07-01 4 A $40.89 $22,490 D/D 550 550 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   •       •      –    2019-12-31 4 A $47.12 $22,521 D/D 478 1,530 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   •       •      –    2020-06-30 4 A $42.01 $25,500 D/D 607 2,738 0 -
WTRG Essential Utilities Ord S... Director   •       •      –    2020-09-30 4 A $40.05 $24,991 D/D 624 3,362 0 -
WTRG Essential Utilities Ord S... Director   •       •      –    2020-12-31 4 A $46.87 $24,979 D/D 533 3,895 0 -
WTRG Essential Utilities Ord S... Director   •       •      –    2021-03-31 4 A $44.54 $24,987 D/D 561 4,456 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   •       •      –    2021-09-30 4 A $46.60 $25,022 D/D 537 5,536 0 -
IVZ Invesco Plc (ADR) Director   –       •      –    2021-10-13 3 IO $0.00 $0 D/D 0 3,372 %
WTRG Essential Utilities Ord S... Director   •       •      –    2021-12-31 4 A $53.65 $25,001 D/D 466 6,002 0 -
WTRG Essential Utilities Ord S... Director   •       •      –    2022-03-31 4 A $51.66 $27,483 D/D 532 6,534 0 -
IVZ Invesco Plc (ADR) Director   –       •      –    2022-05-15 4 A $0.00 $0 D/D 10,930 14,302 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   •       •      –    2022-09-20 4 A $45.85 $27,507 D/D 600 7,790 0 -

  117  Records found
  1  2   3   4   5      
  Page 1 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