Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Essential Utilities, Inc.WTRG · Entity 3473 | Director | March 20, 2023 | March 22, 2023 |
| Invesco Ltd.IVZ · Entity 125 | Director | May 15, 2026 | May 19, 2026 |
| SOUTHERN COSO · Entity 1308 | Chairman, President & CEO | May 24, 2026 | May 26, 2026 |
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.
Essential Utilities, Inc.
Report date March 20, 2023 · Filed March 22, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,083 |
Reported balance
After 2023-03-20 transaction · row 1
1 source rowRow 1 · 2023-03-20 · Grant · Acquired 702 · Balance 9,083 |
Invesco Ltd.
Report date May 15, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 59,917 |
Reported balance
After 2026-05-15 transaction · row 1
1 source rowRow 1 · 2026-05-15 · Grant · Acquired 8,112 · Balance 59,917 |
SOUTHERN CO
Report date May 24, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Southern Company Common StockSEC Table I · non-derivative | Direct | 213,449.2496 |
Ending reported balance
After 2026-05-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-24 · Exercise / conversion · Acquired 7,662 · Balance 216,863.2496 F1: Shares acquired upon vesting of the final 1/3 of performance restricted stock units granted on May 24, 2023. Includes 764 accrued dividend equivalent units. Row 2 · 2026-05-24 · Tax withholding · Disposed 3,414 · Balance 213,449.2496 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 2026-05-24 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-24 · Exercise / conversion · Disposed 6,898 · Balance 0 F3: Represents the final 1/3 of performance restricted stock units granted on May 24, 2023. |
| Southern Company Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 2,603.3794 |
Reported balance
Holding disclosure · report date 2026-05-24 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,603.3794 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired upon vesting of the final 1/3 of performance restricted stock units granted on May 24, 2023. Includes 764 accrued dividend equivalent units.
F2: Shares withheld to satisfy required state and federal tax withholding requirements.
F3: Represents the final 1/3 of performance restricted stock units granted on May 24, 2023.
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 |
|---|---|---|---|---|---|---|
| February 12, 2018 Filed Feb 14, 2018 22:51 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 761 | $44.68 | $34,001.48 |
DisclosureSEC source: 0001209191-18-010058 · doc4.xml · nonDerivative · entry 2 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,727.1266 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:51 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 2,323 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010058 · doc4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,488.1266 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. F1 · security: Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 13, 2017. The Compensation and Management Succession Committee certified performance on February 12, 2018. Includes 101 accrued dividend equivalent units. Read SEC document |
| November 02, 2017 Filed Nov 6, 2017 21:48 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 46,641 | $0.00 Strike: $37.97 | $0.00 |
DisclosureSEC source: 0001209191-17-059438 · doc4.xml · derivative · entry 4 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 46,641 shares Expires 2021-02-14 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. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. 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. Read SEC document |
| November 02, 2017 Filed Nov 6, 2017 21:48 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 46,641 | $53.00 | $2,471,973.00 |
DisclosureSEC source: 0001209191-17-059438 · doc4.xml · nonDerivative · entry 2 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,157.8516 Read SEC document |
| November 02, 2017 Filed Nov 6, 2017 21:48 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 46,641 | $37.97 | $1,770,958.77 |
DisclosureSEC source: 0001209191-17-059438 · doc4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,798.8516 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 |
| August 03, 2017 Filed Aug 4, 2017 19:36 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 75,144 | $0.00 Strike: $41.28 | $0.00 |
DisclosureSEC source: 0001209191-17-047673 · doc4.xml · derivative · entry 4 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,144 Underlying: Southern Company Common Stock · 75,144 shares Expires 2024-02-10 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 of February 10, 2014. F3 · security: Includes the right to have shares withheld upon exercise to satisfy tax withholding obligations. Read SEC document |
| August 03, 2017 Filed Aug 4, 2017 19:36 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 75,144 | $49.29 | $3,703,930.42 |
DisclosureSEC source: 0001209191-17-047673 · doc4.xml · nonDerivative · entry 2 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,154.3436 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.1800 to $49.3500, 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 |
| August 03, 2017 Filed Aug 4, 2017 19:36 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 75,144 | $41.28 | $3,101,944.32 |
DisclosureSEC source: 0001209191-17-047673 · doc4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,298.3436 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 |
| February 27, 2017 Filed Mar 1, 2017 16:46 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,182 | $50.36 | $109,890.10 |
DisclosureSEC source: 0001209191-17-015642 · doc4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,150.9576 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.36 to $50.37, 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 |
| February 14, 2017 Filed Feb 16, 2017 20:52 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 13,238 | $0.00 Strike: $36.42 | $0.00 |
DisclosureSEC source: 0001209191-17-011418 · doc4.xml · derivative · entry 4 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 13,238 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. F1 · security: Includes the right to have shares withheld upon exercise to satisfy exercise price and tax withholding obligations. F2 · security: Options vested 33% per year on each anniversary of the February 19, 2007 grant date. F1 · derivative.exercise_date: Includes the right to have shares withheld upon exercise to satisfy exercise price and tax withholding obligations. F2 · derivative.exercise_date: Options vested 33% per year on each anniversary of the February 19, 2007 grant date. F1 · derivative.expiration_date: Includes the right to have shares withheld upon exercise to satisfy exercise price and tax withholding obligations. F2 · derivative.expiration_date: Options vested 33% per year on each anniversary of the February 19, 2007 grant date. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 20:52 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 11,056 | $48.59 | $537,211.04 |
DisclosureSEC source: 0001209191-17-011418 · doc4.xml · nonDerivative · entry 2 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,332.9576 Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 20:52 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 13,238 | $36.42 | $482,127.96 |
DisclosureSEC source: 0001209191-17-011418 · doc4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,388.9576 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 |
| February 13, 2017 Filed Feb 15, 2017 14:43 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Co Restricted Stock Units · Derivative | 2,032 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-17-010936 · doc4.xml · derivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,032 Underlying: Southern Company Common Stock · 2,032 shares Expires not disclosed F1 · security: Restricted Stock Units are payable in Southern Company common stock and vest one-third per year on the first, second, and third anniversary of grant date. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F1 · kind: Restricted Stock Units are payable in Southern Company common stock and vest one-third per year on the first, second, and third anniversary of grant date. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F1 · price: Restricted Stock Units are payable in Southern Company common stock and vest one-third per year on the first, second, and third anniversary of grant date. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F1 · derivative.exercise_date: Restricted Stock Units are payable in Southern Company common stock and vest one-third per year on the first, second, and third anniversary of grant date. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F1 · derivative.expiration_date: Restricted Stock Units are payable in Southern Company common stock and vest one-third per year on the first, second, and third anniversary of grant date. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. 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.