Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AFLAC INCAFL · Entity 28 | Director | May 04, 2026 | May 06, 2026 |
| EXELON CORPEXC · Entity 3050 | Director | September 30, 2026 | October 02, 2026 |
| SOUTHERN COSO · Entity 1308 | Chairman & CEO, GPC | February 27, 2021 | March 02, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
AFLAC INC
Report date May 04, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 75,666 |
Reported balance
After 2026-05-04 transaction · row 1
1 source rowRow 1 · 2026-05-04 · Grant · Acquired 3,795 · Balance 75,666 F1: Granted under the Aflac Incorporated Long-Term Incentive Plan (as Amended and Restated February 14, 2017). |
Filing footnotes · ownership attribution and instrument terms
F1: Granted under the Aflac Incorporated Long-Term Incentive Plan (as Amended and Restated February 14, 2017).
EXELON CORP
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred phantom share equivalentsSEC Table II · derivative / convertible security | Direct | 22,546 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 1,067 · Balance 22,546 F1: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F2: Balance includes 212 additional phantom share equivalents accrued to the account through automatic dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors.
F2: Balance includes 212 additional phantom share equivalents accrued to the account through automatic dividend reinvestment.
SOUTHERN CO
Report date February 27, 2021 · Filed March 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Southern Company Common StockSEC Table I · non-derivative | Direct | 214,750 |
Reported balance
After 2021-02-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-02-27 · Exercise / conversion · Acquired 6,455 · Balance 214,750 F1: Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 27, 2018. Includes 812 accrued dividend equivalent units. |
| Southern Company Common StockSEC Table I · non-derivative | Direct | 211,821 |
Reported balance
After 2021-02-27 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2021-02-27 · Tax withholding · Disposed 2,929 · Balance 211,821 F2: Shares withheld to satisfy required state and federal tax withholding requirements. |
| Performance Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2021-02-27 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-02-27 · Exercise / conversion · Disposed 5,643 · Balance 0 F3: Represents final 1/3 of performance restricted stock units granted on February 27, 2018. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements |
| Southern Company Common StockSEC Table I · non-derivative | IndirectBy 401(K) | 17,848.2181 |
Reported balance
Holding disclosure · report date 2021-02-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 17,848.2181 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 27, 2018. Includes 812 accrued dividend equivalent units.
F2: Shares withheld to satisfy required state and federal tax withholding requirements.
F3: Represents final 1/3 of performance restricted stock units granted on February 27, 2018. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 10, 2017 Filed Oct 12, 2017 17:34 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 85,151 | $35.78 | $3,046,702.78 |
DisclosureSEC source: 0001209191-17-056708 · doc4.xml · nonDerivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · President & CEO, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,140 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 01, 2017 Filed May 3, 2017 19:15 UTC | AFLAC INC AFL · Entity 28 | GrantCommon Stock | 1,814 | $0.00 | $0.00 |
DisclosureSEC source: 0000004977-17-000104 · edgardoc.xml · nonDerivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,650 Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 13:29 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 5,709.4902 | $49.63 Strike: $0.00 | $283,362.00 |
DisclosureSEC source: 0001209191-17-020377 · doc4.xml · derivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · President & CEO, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,607.4095 Underlying: Southern Company Common Stock · 5,709.4902 shares Expires not disclosed F1 · derivative.exercise_date: Represents amounts deferred in the Deferred Compensation Plan. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F1 · derivative.expiration_date: Represents amounts deferred in the Deferred Compensation Plan. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. Read SEC document |
| January 09, 2017 Filed Jan 10, 2017 15:32 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 70,680 | $0.00 Strike: $36.42 | $0.00 |
DisclosureSEC source: 0001209191-17-003058 · doc4.xml · derivative · entry 4 BOWERS WILLIAM P · CIK 0001225760 · President & CEO, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 70,680 shares Expires 2017-02-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: Options vest 33% per year on the anniversary of the grant date. F3 · security: Includes the right to have shares withheld upon exercise to satisfy tax withholding obligations. F4 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| January 09, 2017 Filed Jan 10, 2017 15:32 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 70,680 | $48.88 | $3,454,675.84 |
DisclosureSEC source: 0001209191-17-003058 · doc4.xml · nonDerivative · entry 2 BOWERS WILLIAM P · CIK 0001225760 · President & CEO, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,989 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.71 to $49.08, inclusive. The reporting person undertakes to provide to Southern Company, any security holder of Southern Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) to this Form 4. Read SEC document |
| January 09, 2017 Filed Jan 10, 2017 15:32 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 70,680 | $36.42 | $2,574,165.60 |
DisclosureSEC source: 0001209191-17-003058 · doc4.xml · nonDerivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · President & CEO, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,669 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.