Southern Co. (SO)

UTILITIES AND TELECOMMUNICATIONS: UTILITIES - ELECTRIC
SIC: ELECTRIC SERVICES

30 IVAN ALLEN JR. BLVD., N.W. ATLANTA, GA 30308

Supplies electricity in AL, GA, FL and MS; owns generating units at a large electric generating station that supplies power to certain utility subsidiaries; and owns interests in or operates independent power production facilities and foreign utility concerns.

Data as of 2021-03-06 09:45:58 -0500
Market Cap61.653 Billion Shares Outstanding1.057 Billion Avg 30-day Volume3.901 Million
P/E Ratio19.76697 Dividend Yield4.319 EPS2.93
Price/Sales2.94 Debt to Equity4.35 EBITDA8.816 Billion
Price to Book Value2.12 Forward PE17.18 Enterprise Value108.055 Billion
Total Cash1.065 Billion Current Debt12.079 Billion Gross Profit15.31 Billion
BETA1.04413 52-week High/Low64.25 / 40.15 Next Earnings Date2021-02-18 Price to Cash FLow (P/CF) -9999999.0
Data provided by IEX Cloud
View SEC Filings from SO instead.
Q4 2020 All 13F Filers Prior Change Hedge Funds 1 Prior Change
In top 10: 13 12 8.33% 2 (0.12%) 4 (0.25%) -50.0%
Funds Holding: 1439 1333 7.95% 203 (12.2%) 188 (11.71%) 7.98%
13F shares: 618.879 Million 608.519 Million 1.7% 87.827 Million 84.289 Million 4.2%
% Ownership 58.5925 57.6117 1.7% 8.315 7.9801 4.2%
New Positions: 204 96 112.5% 34 14 142.86%
Increased Positions 511 505 1.19% 77 72 6.94%
Closed Positions 69 93 -25.81% 18 30 -40.0%
Reduced Positions 521 521 0.0% 64 72 -11.11%
Total Calls 3.213 Million 5.824 Million -44.83% 2.099 Million 3.82 Million -45.05%
Total Puts 2.732 Million 3.216 Million -15.05% 1.929 Million 1.99 Million -3.05%
PUT/CALL Ratio 0.85 0.55 54.55% 0.92 0.52 76.92%
1 hedge funds and active managers as identified by whalewisdom.com through public filings.

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Funds Holding SO (via 13F filings)

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Mutual Funds Holding SO BETA

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

11.2 Thousand total shares from 3 transactions

Exercise Derivative Conversion (M)

170.1 Thousand total shares from 42 transactions

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

WOMACK CHRISTOPHER C PRESIDENT, GPC

  • Officer
32,735 2021-02-27 6

KUCZYNSKI STEPHEN E PRES. & CEO, SOUTHERN NUCLEAR

  • Officer
101,651 2021-02-27 16

BOWERS WILLIAM P CHAIRMAN & CEO, GPC

  • Officer
229,669 2021-02-27 4

FANNING THOMAS A PRESIDENT, CEO & CHAIRMAN

  • Officer
840,622 2021-02-27 4

CROSSWHITE MARK A. CHAIRMAN, PRESIDENT & CEO, APC

  • Officer
161,219 2021-02-27 4

CONNALLY STAN W EXECUTIVE VICE PRESIDENT, SCS

  • Officer
77,204 2021-02-27 4

GREENE KIMBERLY S, CHAIRMAN, PRESIDENT & CEO, GAS

  • Officer
85,769 2021-02-27 5

DAISS ANN P COMPTROLLER

  • Officer
28,764 2021-02-27 4

LANTRIP MARK CHAIRMAN, PRESIDENT & CEO, SCS

  • Officer
78,113 2021-02-27 4

KERR, II JAMES Y EVP, CHIEF LEGAL OFFICER & CCO

  • Officer
127,207 2021-02-27 6

WILSON ANTHONY L PRESIDENT & CEO, MPC

  • Officer
72,363 2021-02-27 5

EVANS ANDREW W EXECUTIVE VICE PRESIDENT & CFO

  • Officer
192,553 2021-02-27 4

ANDERSON BRYAN D EVP & PRES. EXTERNAL AFFAIRS

  • Officer
24,110 2021-02-27 4

CUMMISKEY CHRISTOPHER EVP & CCCS OFFICER

  • Officer
24,205 2021-02-27 5

BOSCIA JON A

  • Director
0 2021-01-04 4

JAMES DONALD M

  • Director
0 2021-01-04 4

BARANCO JUANITA P

  • Director
0 2021-01-04 4

CLARK HENRY A III

  • Director
0 2021-01-04 4

KLEIN DALE E.

  • Director
0 2021-01-04 4

SPECKER STEVEN R.

  • Director
0 2021-01-04 4

SMITH WILLIAM G JR

  • Director
0 2021-01-04 4

WOOD E JENNER III

  • Director
0 2021-01-04 4

GRAIN DAVID J

  • Director
0 2021-01-04 5

JOHNS JOHN D

  • Director
0 2021-01-04 5

MONIZ ERNEST J

  • Director
0 2021-01-04 5

EARLEY ANTHONY F JR

  • Director
0 2021-01-04 4

AKELLA JANAKI

  • Director
0 2021-01-04 4

HONORABLE COLETTE D

  • Director
0 2021-01-04 2

THOMPSON LARRY D.

  • Director
0 2020-04-01 1

HAGEN VERONICA M

  • Director
0 2019-04-01 0

HUDSON LINDA P

  • Director
376 2018-12-31 0

HOOD WARREN A JR

  • Director
0 2018-04-02 0

BEATTIE ART P EXECUTIVE VICE PRESIDENT & CFO

  • Officer
42,382 2018-02-12 0

SYKES NANCY E EVP & CHRO

  • Officer
3,863 2018-02-12 0

HOLLAND G EDISON CEO, MISSISSIPPI POWER CO.

  • Officer
37,158 2015-01-12 0

HABERMEYER H WILLIAM JR

  • Director
0 2014-05-01 0

MCCRARY CHARLES D PRESIDENT & CEO, APC

  • Officer
0 2014-02-10 0

STORY SUSAN N PRESIDENT & CEO, SCS

  • Officer
15,004 2013-03-06 0

HINSON W RON COMPTROLLER

  • Officer
12,164 2013-03-06 0

DAY ED VI PRESIDENT AND CEO, MPC

  • Officer
0 2013-02-11 0

TOPAZI ANTHONY J EXECUTIVE VP & COO

  • Officer
3,624 2012-06-07 0

PURCELL J NEAL

  • Director
0 2012-05-01 0

MILLER JAMES H III PRESIDENT & CEO, SO NUCLEAR

  • Officer
6,783 2011-05-11 0

MARTIN C ALAN PRES & CEO, SCS

  • Officer
1,691 2010-09-22 0

CHAPMAN THOMAS F

  • Director
0 2010-05-03 0

ST PE GERALD J

  • Director
0 2010-05-03 0

RATCLIFFE DAVID M PRESIDENT, CEO & CHAIRMAN

  • Officer
  • Director
18,882 2010-04-28 0

GARRETT MICHAEL D PRESIDENT & CEO OF GA. POWER

  • Officer
0 2010-02-15 0

BLAKE FRANCIS S

  • Director
0 2009-10-01 0

BEASLEY J BARNIE PRESIDENT & CEO, SO NUCLEAR

  • Officer
10,477 2008-09-18 0

BERN DORRIT J

  • Director
0 2008-07-01 0

JAMES ANTHONY R EXECUTIVE VICE PRESIDENT

  • Officer
0 2008-01-18 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

KUCZYNSKI STEPHEN E - Officer PRES. & CEO, SOUTHERN NUCLEAR

2021-03-02 16:55:53 -0500 2021-02-27 M 4,082 a 103,504 direct

CROSSWHITE MARK A. - Officer CHAIRMAN, PRESIDENT & CEO, APC

2021-03-02 16:47:15 -0500 2021-02-27 M 5,842 a 148,344 direct

CONNALLY STAN W - Officer EXECUTIVE VICE PRESIDENT, SCS

2021-03-02 16:48:01 -0500 2021-02-27 M 2,422 a 65,960 direct

WILSON ANTHONY L - Officer PRESIDENT & CEO, MPC

2021-03-02 16:46:22 -0500 2021-02-27 M 2,144 a 54,073 direct

ANDERSON BRYAN D - Officer EVP & PRES. EXTERNAL AFFAIRS

2021-03-02 16:44:15 -0500 2021-02-27 M 779 a 24,486 direct

BOWERS WILLIAM P - Officer CHAIRMAN & CEO, GPC

2021-03-02 16:53:17 -0500 2021-02-27 M 5,643 d 0 direct

CUMMISKEY CHRISTOPHER - Officer EVP & CCCS OFFICER

2021-03-02 16:45:15 -0500 2021-02-27 M 1,042 a 19,772 direct

GREENE KIMBERLY S, - Officer CHAIRMAN, PRESIDENT & CEO, GAS

2021-03-02 16:54:05 -0500 2021-02-27 M 3,775 d 0 direct

WOMACK CHRISTOPHER C - Officer PRESIDENT, GPC

2021-03-02 16:51:30 -0500 2021-02-27 M 2,596 d 0 direct

LANTRIP MARK - Officer CHAIRMAN, PRESIDENT & CEO, SCS

2021-03-02 16:52:29 -0500 2021-02-27 M 2,635 d 0 direct

KERR, II JAMES Y - Officer EVP, CHIEF LEGAL OFFICER & CCO

2021-03-02 16:50:33 -0500 2021-02-27 M 3,617 d 0 direct

FANNING THOMAS A - Officer PRESIDENT, CEO & CHAIRMAN

2021-03-02 16:49:04 -0500 2021-02-27 M 20,997 d 0 direct

EVANS ANDREW W - Officer EXECUTIVE VICE PRESIDENT & CFO

2021-03-02 16:55:05 -0500 2021-02-27 M 5,069 d 0 direct

DAISS ANN P - Officer COMPTROLLER

2021-03-02 16:49:39 -0500 2021-02-27 M 885 d 0 direct

KUCZYNSKI STEPHEN E - Officer PRES. & CEO, SOUTHERN NUCLEAR

2021-03-02 16:55:53 -0500 2021-02-27 M 3,568 d 0 direct

CROSSWHITE MARK A. - Officer CHAIRMAN, PRESIDENT & CEO, APC

2021-03-02 16:47:15 -0500 2021-02-27 M 5,107 d 0 direct

CONNALLY STAN W - Officer EXECUTIVE VICE PRESIDENT, SCS

2021-03-02 16:48:01 -0500 2021-02-27 M 2,117 d 0 direct

WILSON ANTHONY L - Officer PRESIDENT & CEO, MPC

2021-03-02 16:46:22 -0500 2021-02-27 M 1,874 d 0 direct

ANDERSON BRYAN D - Officer EVP & PRES. EXTERNAL AFFAIRS

2021-03-02 16:44:15 -0500 2021-02-27 M 677 d 0 direct

CUMMISKEY CHRISTOPHER - Officer EVP & CCCS OFFICER

2021-03-02 16:45:15 -0500 2021-02-27 M 905 d 0 direct

BOWERS WILLIAM P - Officer CHAIRMAN & CEO, GPC

2021-03-02 16:53:17 -0500 2021-02-27 F 2,929 $56.72 d 211,821 direct

GREENE KIMBERLY S, - Officer CHAIRMAN, PRESIDENT & CEO, GAS

2021-03-02 16:54:05 -0500 2021-02-27 F 1,959 $56.72 d 85,769 direct

WOMACK CHRISTOPHER C - Officer PRESIDENT, GPC

2021-03-02 16:51:30 -0500 2021-02-27 F 1,348 $56.72 d 30,587 direct

LANTRIP MARK - Officer CHAIRMAN, PRESIDENT & CEO, SCS

2021-03-02 16:52:29 -0500 2021-02-27 F 1,367 $56.72 d 71,568 direct

KERR, II JAMES Y - Officer EVP, CHIEF LEGAL OFFICER & CCO

2021-03-02 16:50:33 -0500 2021-02-27 F 1,877 $56.72 d 101,918 direct

FANNING THOMAS A - Officer PRESIDENT, CEO & CHAIRMAN

2021-03-02 16:49:04 -0500 2021-02-27 F 10,893 $56.72 d 826,759 direct

EVANS ANDREW W - Officer EXECUTIVE VICE PRESIDENT & CFO

2021-03-02 16:55:05 -0500 2021-02-27 F 2,630 $56.72 d 192,553 direct

DAISS ANN P - Officer COMPTROLLER

2021-03-02 16:49:39 -0500 2021-02-27 F 463 $56.72 d 24,215 direct

KUCZYNSKI STEPHEN E - Officer PRES. & CEO, SOUTHERN NUCLEAR

2021-03-02 16:55:53 -0500 2021-02-27 F 1,853 $56.72 d 101,651 direct

CROSSWHITE MARK A. - Officer CHAIRMAN, PRESIDENT & CEO, APC

2021-03-02 16:47:15 -0500 2021-02-27 F 2,591 $56.72 d 145,753 direct

CONNALLY STAN W - Officer EXECUTIVE VICE PRESIDENT, SCS

2021-03-02 16:48:01 -0500 2021-02-27 F 1,075 $56.72 d 64,885 direct

WILSON ANTHONY L - Officer PRESIDENT & CEO, MPC

2021-03-02 16:46:22 -0500 2021-02-27 F 952 $56.72 d 53,121 direct

ANDERSON BRYAN D - Officer EVP & PRES. EXTERNAL AFFAIRS

2021-03-02 16:44:15 -0500 2021-02-27 F 376 $56.72 d 24,110 direct

CUMMISKEY CHRISTOPHER - Officer EVP & CCCS OFFICER

2021-03-02 16:45:15 -0500 2021-02-27 F 474 $56.72 d 19,298 direct

BOWERS WILLIAM P - Officer CHAIRMAN & CEO, GPC

2021-03-02 16:53:17 -0500 2021-02-27 M 6,455 a 214,750 direct

GREENE KIMBERLY S, - Officer CHAIRMAN, PRESIDENT & CEO, GAS

2021-03-02 16:54:05 -0500 2021-02-27 M 4,318 a 87,728 direct

WOMACK CHRISTOPHER C - Officer PRESIDENT, GPC

2021-03-02 16:51:30 -0500 2021-02-27 M 2,970 a 31,935 direct

LANTRIP MARK - Officer CHAIRMAN, PRESIDENT & CEO, SCS

2021-03-02 16:52:29 -0500 2021-02-27 M 3,014 a 72,935 direct

KERR, II JAMES Y - Officer EVP, CHIEF LEGAL OFFICER & CCO

2021-03-02 16:50:33 -0500 2021-02-27 M 4,137 a 103,795 direct

FANNING THOMAS A - Officer PRESIDENT, CEO & CHAIRMAN

2021-03-02 16:49:04 -0500 2021-02-27 M 24,016 a 837,652 direct

EVANS ANDREW W - Officer EXECUTIVE VICE PRESIDENT & CFO

2021-03-02 16:55:05 -0500 2021-02-27 M 5,798 a 195,183 direct

DAISS ANN P - Officer COMPTROLLER

2021-03-02 16:49:39 -0500 2021-02-27 M 1,018 a 24,678 direct

CUMMISKEY CHRISTOPHER - Officer EVP & CCCS OFFICER

2021-02-22 16:41:15 -0500 2021-02-19 S 6,200 $59.52 d 18,730 direct

KUCZYNSKI STEPHEN E - Officer PRES. & CEO, SOUTHERN NUCLEAR

2021-02-17 16:40:39 -0500 2021-02-12 F 23,148 $60.10 d 95,928 direct

WILSON ANTHONY L - Officer PRESIDENT & CEO, MPC

2021-02-17 16:43:39 -0500 2021-02-12 A 26,806 a 63,819 direct

LANTRIP MARK - Officer CHAIRMAN, PRESIDENT & CEO, SCS

2021-02-17 16:38:17 -0500 2021-02-12 F 17,092 $60.10 d 69,921 direct

WOMACK CHRISTOPHER C - Officer PRESIDENT, GPC

2021-02-17 16:37:42 -0500 2021-02-12 A 37,136 a 45,808 direct

ANDERSON BRYAN D - Officer EVP & PRES. EXTERNAL AFFAIRS

2021-02-17 16:53:16 -0500 2021-02-12 A 9,691 a 28,367 direct

CROSSWHITE MARK A. - Officer CHAIRMAN, PRESIDENT & CEO, APC

2021-02-17 16:49:32 -0500 2021-02-12 F 32,405 $60.10 d 142,502 direct

CONNALLY STAN W - Officer EXECUTIVE VICE PRESIDENT, SCS

2021-02-17 16:50:49 -0500 2021-02-12 A 30,286 a 76,971 direct

EVANS ANDREW W - Officer EXECUTIVE VICE PRESIDENT & CFO

2021-02-17 16:47:05 -0500 2021-02-12 F 32,888 $60.10 d 189,385 direct

DAISS ANN P - Officer COMPTROLLER

2021-02-17 16:47:38 -0500 2021-02-12 A 12,661 a 29,396 direct

GREENE KIMBERLY S, - Officer CHAIRMAN, PRESIDENT & CEO, GAS

2021-02-17 16:44:47 -0500 2021-02-12 F 24,488 $60.10 d 83,410 direct

KUCZYNSKI STEPHEN E - Officer PRES. & CEO, SOUTHERN NUCLEAR

2021-02-17 16:40:39 -0500 2021-02-12 A 51,041 a 119,076 direct

KERR, II JAMES Y - Officer EVP, CHIEF LEGAL OFFICER & CCO

2021-02-17 16:42:00 -0500 2021-02-12 F 22,950 $60.10 d 99,658 direct

LANTRIP MARK - Officer CHAIRMAN, PRESIDENT & CEO, SCS

2021-02-17 16:38:17 -0500 2021-02-12 A 37,687 a 87,013 direct

BOWERS WILLIAM P - Officer CHAIRMAN & CEO, GPC

2021-02-17 16:52:01 -0500 2021-02-12 F 36,608 $60.10 d 208,295 direct

CROSSWHITE MARK A. - Officer CHAIRMAN, PRESIDENT & CEO, APC

2021-02-17 16:49:32 -0500 2021-02-12 A 73,064 a 174,907 direct

CUMMISKEY CHRISTOPHER - Officer EVP & CCCS OFFICER

2021-02-17 16:48:43 -0500 2021-02-12 F 5,866 $60.10 d 24,930 direct

EVANS ANDREW W - Officer EXECUTIVE VICE PRESIDENT & CFO

2021-02-17 16:47:05 -0500 2021-02-12 A 72,519 a 222,273 direct

FANNING THOMAS A - Officer PRESIDENT, CEO & CHAIRMAN

2021-02-17 16:45:52 -0500 2021-02-12 F 131,369 $60.10 d 813,636 direct

GREENE KIMBERLY S, - Officer CHAIRMAN, PRESIDENT & CEO, GAS

2021-02-17 16:44:47 -0500 2021-02-12 A 53,996 a 107,898 direct

WILSON ANTHONY L - Officer PRESIDENT & CEO, MPC

2021-02-17 16:43:39 -0500 2021-02-12 F 11,890 $60.10 d 51,929 direct

KERR, II JAMES Y - Officer EVP, CHIEF LEGAL OFFICER & CCO

2021-02-17 16:42:00 -0500 2021-02-12 A 51,745 a 122,608 direct

WOMACK CHRISTOPHER C - Officer PRESIDENT, GPC

2021-02-17 16:37:42 -0500 2021-02-12 F 16,843 $60.10 d 28,965 direct

ANDERSON BRYAN D - Officer EVP & PRES. EXTERNAL AFFAIRS

2021-02-17 16:53:16 -0500 2021-02-12 F 4,660 $60.10 d 23,707 direct

BOWERS WILLIAM P - Officer CHAIRMAN & CEO, GPC

2021-02-17 16:52:01 -0500 2021-02-12 A 80,720 a 244,903 direct

CONNALLY STAN W - Officer EXECUTIVE VICE PRESIDENT, SCS

2021-02-17 16:50:49 -0500 2021-02-12 F 13,433 $60.10 d 63,538 direct

CUMMISKEY CHRISTOPHER - Officer EVP & CCCS OFFICER

2021-02-17 16:48:43 -0500 2021-02-12 A 12,944 a 30,796 direct

DAISS ANN P - Officer COMPTROLLER

2021-02-17 16:47:38 -0500 2021-02-12 F 5,736 $60.10 d 23,660 direct

FANNING THOMAS A - Officer PRESIDENT, CEO & CHAIRMAN

2021-02-17 16:45:52 -0500 2021-02-12 A 289,676 a 945,005 direct

WILSON ANTHONY L - Officer PRESIDENT & CEO, MPC

2021-02-16 16:55:20 -0500 2021-02-11 F 840 $61.29 d 37,013 direct

WOMACK CHRISTOPHER C - Officer PRESIDENT, GPC

2021-02-16 16:56:25 -0500 2021-02-11 F 1,176 $61.29 d 8,672 direct

KERR, II JAMES Y - Officer EVP, CHIEF LEGAL OFFICER & CCO

2021-02-16 17:12:41 -0500 2021-02-11 F 1,476 $61.29 d 70,863 direct

DAISS ANN P - Officer COMPTROLLER

2021-02-16 16:59:00 -0500 2021-02-11 M 803 d 803 direct

ANDERSON BRYAN D - Officer EVP & PRES. EXTERNAL AFFAIRS

2021-02-16 16:40:23 -0500 2021-02-11 F 259 $61.29 d 18,676 direct

DAISS ANN P - Officer COMPTROLLER

2021-02-16 16:59:00 -0500 2021-02-11 F 444 $61.29 d 16,429 direct

ANDERSON BRYAN D - Officer EVP & PRES. EXTERNAL AFFAIRS

2021-02-16 16:40:23 -0500 2021-02-11 M 677 a 18,814 direct

GREENE KIMBERLY S, - Officer CHAIRMAN, PRESIDENT & CEO, GAS

2021-02-16 16:48:34 -0500 2021-02-11 F 1,841 $61.29 d 53,902 direct

CUMMISKEY CHRISTOPHER - Officer EVP & CCCS OFFICER

2021-02-16 16:44:57 -0500 2021-02-11 F 335 $61.29 d 17,852 direct

KUCZYNSKI STEPHEN E - Officer PRES. & CEO, SOUTHERN NUCLEAR

2021-02-16 16:52:57 -0500 2021-02-11 F 1,586 $61.29 d 68,035 direct

CUMMISKEY CHRISTOPHER - Officer EVP & CCCS OFFICER

2021-02-16 16:44:57 -0500 2021-02-11 M 953 a 17,974 direct

LANTRIP MARK - Officer CHAIRMAN, PRESIDENT & CEO, SCS

2021-02-16 16:54:05 -0500 2021-02-11 F 1,253 $61.29 d 49,326 direct

FANNING THOMAS A - Officer PRESIDENT, CEO & CHAIRMAN

2021-02-16 16:47:25 -0500 2021-02-11 F 8,194 $61.29 d 655,329 direct

CONNALLY STAN W - Officer EXECUTIVE VICE PRESIDENT, SCS

2021-02-16 16:42:35 -0500 2021-02-11 M 2,726 a 47,895 direct

EVANS ANDREW W - Officer EXECUTIVE VICE PRESIDENT & CFO

2021-02-16 16:46:25 -0500 2021-02-11 F 2,296 $61.29 d 149,754 direct

CROSSWHITE MARK A. - Officer CHAIRMAN, PRESIDENT & CEO, APC

2021-02-16 16:43:30 -0500 2021-02-11 M 5,050 a 104,084 direct

BOWERS WILLIAM P - Officer CHAIRMAN & CEO, GPC

2021-02-16 16:41:23 -0500 2021-02-11 M 5,525 a 166,690 direct

WILSON ANTHONY L - Officer PRESIDENT & CEO, MPC

2021-02-16 16:55:20 -0500 2021-02-11 M 1,907 a 37,853 direct

WOMACK CHRISTOPHER C - Officer PRESIDENT, GPC

2021-02-16 16:56:25 -0500 2021-02-11 M 2,591 a 9,848 direct

KERR, II JAMES Y - Officer EVP, CHIEF LEGAL OFFICER & CCO

2021-02-16 17:12:41 -0500 2021-02-11 M 3,655 a 72,339 direct

ANDERSON BRYAN D - Officer EVP & PRES. EXTERNAL AFFAIRS

2021-02-16 16:40:23 -0500 2021-02-11 M 621 d 621 direct

DAISS ANN P - Officer COMPTROLLER

2021-02-16 16:59:00 -0500 2021-02-11 F 316 $61.29 d 16,735 direct

ANDERSON BRYAN D - Officer EVP & PRES. EXTERNAL AFFAIRS

2021-02-16 16:40:23 -0500 2021-02-11 M 483 a 18,935 direct

DAISS ANN P - Officer COMPTROLLER

2021-02-16 16:59:00 -0500 2021-02-11 M 875 a 16,873 direct

CUMMISKEY CHRISTOPHER - Officer EVP & CCCS OFFICER

2021-02-16 16:44:57 -0500 2021-02-11 M 874 d 875 direct

GREENE KIMBERLY S, - Officer CHAIRMAN, PRESIDENT & CEO, GAS

2021-02-16 16:48:34 -0500 2021-02-11 M 3,976 a 55,743 direct

CUMMISKEY CHRISTOPHER - Officer EVP & CCCS OFFICER

2021-02-16 16:44:57 -0500 2021-02-11 M 697 a 18,187 direct

KUCZYNSKI STEPHEN E - Officer PRES. & CEO, SOUTHERN NUCLEAR

2021-02-16 16:52:57 -0500 2021-02-11 M 3,494 a 69,621 direct

LANTRIP MARK - Officer CHAIRMAN, PRESIDENT & CEO, SCS

2021-02-16 16:54:05 -0500 2021-02-11 M 2,761 a 50,579 direct

CONNALLY STAN W - Officer EXECUTIVE VICE PRESIDENT, SCS

2021-02-16 16:42:35 -0500 2021-02-11 M 2,502 d 2,503 direct

FANNING THOMAS A - Officer PRESIDENT, CEO & CHAIRMAN

2021-02-16 16:47:25 -0500 2021-02-11 M 18,065 a 663,523 direct

CROSSWHITE MARK A. - Officer CHAIRMAN, PRESIDENT & CEO, APC

2021-02-16 16:43:30 -0500 2021-02-11 M 4,636 d 4,636 direct

BOWERS WILLIAM P - Officer CHAIRMAN & CEO, GPC

2021-02-16 16:41:23 -0500 2021-02-11 M 5,072 d 5,073 direct

EVANS ANDREW W - Officer EXECUTIVE VICE PRESIDENT & CFO

2021-02-16 16:46:25 -0500 2021-02-11 M 5,061 a 152,050 direct

WILSON ANTHONY L - Officer PRESIDENT & CEO, MPC

2021-02-16 16:55:20 -0500 2021-02-11 M 1,750 d 1,750 direct

WOMACK CHRISTOPHER C - Officer PRESIDENT, GPC

2021-02-16 16:56:25 -0500 2021-02-11 M 2,379 d 2,379 direct

KERR, II JAMES Y - Officer EVP, CHIEF LEGAL OFFICER & CCO

2021-02-16 17:12:41 -0500 2021-02-11 M 3,355 $61.29 d 3,355 direct

DAISS ANN P - Officer COMPTROLLER

2021-02-16 16:59:00 -0500 2021-02-11 M 596 d 1,191 direct

ANDERSON BRYAN D - Officer EVP & PRES. EXTERNAL AFFAIRS

2021-02-16 16:40:23 -0500 2021-02-11 M 463 d 924 direct

DAISS ANN P - Officer COMPTROLLER

2021-02-16 16:59:00 -0500 2021-02-11 M 622 a 17,051 direct

ANDERSON BRYAN D - Officer EVP & PRES. EXTERNAL AFFAIRS

2021-02-16 16:40:23 -0500 2021-02-11 F 362 $61.29 d 18,452 direct

GREENE KIMBERLY S, - Officer CHAIRMAN, PRESIDENT & CEO, GAS

2021-02-16 16:48:34 -0500 2021-02-11 M 3,650 d 3,650 direct

CUMMISKEY CHRISTOPHER - Officer EVP & CCCS OFFICER

2021-02-16 16:44:57 -0500 2021-02-11 M 668 d 1,334 direct

KUCZYNSKI STEPHEN E - Officer PRES. & CEO, SOUTHERN NUCLEAR

2021-02-16 16:52:57 -0500 2021-02-11 M 3,207 d 3,207 direct

CUMMISKEY CHRISTOPHER - Officer EVP & CCCS OFFICER

2021-02-16 16:44:57 -0500 2021-02-11 F 484 $61.29 d 17,490 direct

LANTRIP MARK - Officer CHAIRMAN, PRESIDENT & CEO, SCS

2021-02-16 16:54:05 -0500 2021-02-11 M 2,535 d 2,536 direct

FANNING THOMAS A - Officer PRESIDENT, CEO & CHAIRMAN

2021-02-16 16:47:25 -0500 2021-02-11 M 16,585 d 16,585 direct

CONNALLY STAN W - Officer EXECUTIVE VICE PRESIDENT, SCS

2021-02-16 16:42:35 -0500 2021-02-11 F 1,210 $61.29 d 46,685 direct

EVANS ANDREW W - Officer EXECUTIVE VICE PRESIDENT & CFO

2021-02-16 16:46:25 -0500 2021-02-11 M 4,646 d 4,647 direct

CROSSWHITE MARK A. - Officer CHAIRMAN, PRESIDENT & CEO, APC

2021-02-16 16:43:30 -0500 2021-02-11 F 2,241 $61.29 d 101,843 direct

BOWERS WILLIAM P - Officer CHAIRMAN & CEO, GPC

2021-02-16 16:41:23 -0500 2021-02-11 F 2,507 $61.29 d 164,183 direct

KUCZYNSKI STEPHEN E - Officer PRES. & CEO, SOUTHERN NUCLEAR

2021-02-11 17:01:26 -0500 2021-02-10 S 2,500 $61.00 d 66,127 direct

CONNALLY STAN W - Officer EXECUTIVE VICE PRESIDENT, SCS

2021-02-05 17:22:14 -0500 2021-02-03 M 2,193 a 46,223 direct

WOMACK CHRISTOPHER C - Officer PRESIDENT, GPC

2021-02-05 17:21:12 -0500 2021-02-03 M 1,872 a 8,172 direct

KUCZYNSKI STEPHEN E - Officer PRES. & CEO, SOUTHERN NUCLEAR

2021-02-05 17:19:23 -0500 2021-02-03 M 3,100 a 70,094 direct

WILSON ANTHONY L - Officer PRES & CEO, MISSISSIPPI POWER

2021-02-05 17:20:26 -0500 2021-02-03 M 1,354 a 36,619 direct

LANTRIP MARK - Officer CHAIRMAN, PRESIDENT & CEO, SCS

2021-02-05 17:17:36 -0500 2021-02-03 M 1,975 a 48,786 direct

KERR, II JAMES Y - Officer EVP, CHIEF LEGAL OFFICER & CCO

2021-02-05 17:18:25 -0500 2021-02-03 M 2,595 a 69,801 direct

BOWERS WILLIAM P - Officer CHAIRMAN & CEO, GPC

2021-02-05 17:16:38 -0500 2021-02-03 M 5,077 a 163,519 direct

EVANS ANDREW W - Officer EXECUTIVE VICE PRESIDENT & CFO

2021-02-05 17:13:06 -0500 2021-02-03 M 3,594 a 148,680 direct

GREENE KIMBERLY S, - Officer CHAIRMAN, PRESIDENT & CEO, GAS

2021-02-05 17:01:36 -0500 2021-02-03 F 1,347 $59.45 d 51,767 direct

CROSSWHITE MARK A. - Officer CHAIRMAN, PRESIDENT & CEO, APC

2021-02-05 16:59:03 -0500 2021-02-03 F 1,650 $59.45 d 99,034 direct

FANNING THOMAS A - Officer PRESIDENT, CEO & CHAIRMAN

2021-02-05 16:57:02 -0500 2021-02-03 F 6,683 $59.45 d 627,393 direct

CONNALLY STAN W - Officer EXECUTIVE VICE PRESIDENT, SCS

2021-02-05 17:22:14 -0500 2021-02-03 M 2,102 d 4,202 direct

WOMACK CHRISTOPHER C - Officer PRESIDENT, GPC

2021-02-05 17:21:12 -0500 2021-02-03 M 1,794 d 3,587 direct

KUCZYNSKI STEPHEN E - Officer PRES. & CEO, SOUTHERN NUCLEAR

2021-02-05 17:19:23 -0500 2021-02-03 M 2,972 d 5,943 direct

WILSON ANTHONY L - Officer PRES & CEO, MISSISSIPPI POWER

2021-02-05 17:20:26 -0500 2021-02-03 M 1,298 d 2,594 direct

LANTRIP MARK - Officer CHAIRMAN, PRESIDENT & CEO, SCS

2021-02-05 17:17:36 -0500 2021-02-03 M 1,893 d 3,786 direct

KERR, II JAMES Y - Officer EVP, CHIEF LEGAL OFFICER & CCO

2021-02-05 17:18:25 -0500 2021-02-03 M 2,487 d 4,973 direct

BOWERS WILLIAM P - Officer CHAIRMAN & CEO, GPC

2021-02-05 17:16:38 -0500 2021-02-03 M 4,867 d 9,732 direct

EVANS ANDREW W - Officer EXECUTIVE VICE PRESIDENT & CFO

2021-02-05 17:13:06 -0500 2021-02-03 M 3,445 d 6,888 direct

DAISS ANN P - Officer COMPTROLLER

2021-02-05 17:00:32 -0500 2021-02-03 A 2,213 a 2,213 direct

GREENE KIMBERLY S, - Officer CHAIRMAN, PRESIDENT & CEO, GAS

2021-02-05 17:01:36 -0500 2021-02-03 M 2,823 a 53,114 direct

CROSSWHITE MARK A. - Officer CHAIRMAN, PRESIDENT & CEO, APC

2021-02-05 16:59:03 -0500 2021-02-03 M 3,585 a 100,684 direct

FANNING THOMAS A - Officer PRESIDENT, CEO & CHAIRMAN

2021-02-05 16:57:02 -0500 2021-02-03 M 14,732 a 634,076 direct

CONNALLY STAN W - Officer EXECUTIVE VICE PRESIDENT, SCS

2021-02-05 17:22:14 -0500 2021-02-03 F 1,054 $59.45 d 45,169 direct

WOMACK CHRISTOPHER C - Officer PRESIDENT, GPC

2021-02-05 17:21:12 -0500 2021-02-03 F 915 $59.45 d 7,257 direct

KUCZYNSKI STEPHEN E - Officer PRES. & CEO, SOUTHERN NUCLEAR

2021-02-05 17:19:23 -0500 2021-02-03 F 1,467 $59.45 d 68,627 direct

WILSON ANTHONY L - Officer PRES & CEO, MISSISSIPPI POWER

2021-02-05 17:20:26 -0500 2021-02-03 F 673 $59.45 d 35,946 direct

LANTRIP MARK - Officer CHAIRMAN, PRESIDENT & CEO, SCS

2021-02-05 17:17:36 -0500 2021-02-03 F 968 $59.45 d 47,818 direct

KERR, II JAMES Y - Officer EVP, CHIEF LEGAL OFFICER & CCO

2021-02-05 17:18:25 -0500 2021-02-03 F 1,117 $59.45 d 68,684 direct

BOWERS WILLIAM P - Officer CHAIRMAN & CEO, GPC

2021-02-05 17:16:38 -0500 2021-02-03 F 2,354 $59.45 d 161,165 direct

EVANS ANDREW W - Officer EXECUTIVE VICE PRESIDENT & CFO

2021-02-05 17:13:06 -0500 2021-02-03 F 1,691 $59.45 d 146,989 direct

GREENE KIMBERLY S, - Officer CHAIRMAN, PRESIDENT & CEO, GAS

2021-02-05 17:01:36 -0500 2021-02-03 M 2,706 d 5,411 direct

CROSSWHITE MARK A. - Officer CHAIRMAN, PRESIDENT & CEO, APC

2021-02-05 16:59:03 -0500 2021-02-03 M 3,437 d 6,873 direct

FANNING THOMAS A - Officer PRESIDENT, CEO & CHAIRMAN

2021-02-05 16:57:02 -0500 2021-02-03 M 14,124 d 28,247 direct

KUCZYNSKI STEPHEN E - Officer PRES. & CEO, SOUTHERN NUCLEAR

2021-01-12 17:13:31 -0500 2021-01-11 S 2,500 $61.19 d 66,994 direct -1.1221 0.2847 -36.2888 2.2609 4 -36.2888 31

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
SOUTHERN CO-THE SO 2021-03-08 22:15:03 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2021-03-08 21:45:03 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2021-03-08 21:15:03 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2021-03-08 20:45:03 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2021-03-08 20:15:03 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2021-03-08 19:45:02 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2021-03-08 19:15:02 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2021-03-08 18:45:02 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2021-03-08 18:15:02 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2021-03-08 17:45:03 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2021-03-08 17:15:03 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2021-03-08 16:45:02 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2021-03-08 16:15:03 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2021-03-08 15:45:02 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2021-03-08 15:15:03 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2021-03-08 14:45:03 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2021-03-08 14:15:03 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2021-03-08 13:45:03 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2021-03-08 13:15:03 UTC -0.18 0.25 0
SOUTHERN CO-THE SO 2021-03-08 12:45:03 UTC -0.18 0.25 0

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin
JPMorgan Trust I- JPMorgan Research Market Neutral Fund SO -11487.0 shares, $-659928.15 2020-10-31 N-PORT
JPMorgan Trust I- JPMorgan U.S. Large Cap Core Plus Fund SO -53893.0 shares, $-3310646.99 2020-12-31 N-PORT
Calamos Investment Trust/IL- Calamos Market Neutral Income Fund SO -262500.0 shares, $-15080625.0 2020-10-31 N-PORT
Nuveen Investment Trust II- Nuveen Equity Long/Short Fund SO -10800.0 shares, $-646380.0 2020-11-30 N-PORT
Principal Funds, Inc- Global Multi-Strategy Fund SO 144.0 shares, $-8618.4 2020-11-30 N-PORT
American Century Capital Portfolios, Inc.- AC Alternatives Market Neutral Value Fund SO -4953.0 shares, $-304262.79 2020-12-31 N-PORT
Nuveen Investment Trust- Nuveen Equity Market Neutral Fund SO -28000.0 shares, $-1675800.0 2020-11-30 N-PORT
FundVantage Trust- Gotham Hedged Core Fund SO -202.0 shares, $-12408.86 2020-12-31 N-PORT
FundVantage Trust- Gotham Enhanced 500 Plus Fund SO -230.0 shares, $-14128.9 2020-12-31 N-PORT
FundVantage Trust- Gotham Absolute 500 Core Fund SO -235.0 shares, $-12722.9 2020-03-31 N-PORT
FundVantage Trust- Gotham Neutral 500 Fund SO -57.0 shares, $-3501.51 2020-12-31 N-PORT
FundVantage Trust- Gotham Master Neutral Fund SO -88.0 shares, $-4771.36 2020-09-30 N-PORT
AQR Funds- AQR Alternative Risk Premia Fund SO -1635.0 shares, $-100438.05 2020-12-31 N-PORT
M3Sixty Funds Trust- AXS Market Neutral Fund SO -1554.0 shares, $-95462.22 2020-12-31 N-PORT

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