Ann P Daiss
CIK 1354912 · Comptroller · last filed 2023-02-15
Ann P Daiss is a Comptroller who has filed 41 SEC Form 4 insider transactions across 6 companies since 2014. The most recent filing, for SO, was dated May 3, 2023. Across all open-market trades the lifetime net is −$6.1M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $1.1M across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$1.12M
6
41
-$6.06M
Filer Profile
241 RALPH MCGILL BLVD. NE, BIN 10120
ATLANTA, GA 30338
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| SOJE | Comptroller | 24,645 | $16.15 | $398.0K | $0 | 3 | 2023-02-15 |
| SOUTHERN CO (SOLN) Delisted | Comptroller | 18,563 | $56.16 | $1.04M | -$1.26M | 15 | 2022-05-16 |
| SOJC | Comptroller | 13,970 | $19.10 | $266.8K | -$1.93M | 10 | 2019-06-24 |
| SOUTHERN CO (SOJB) Delisted | Comptroller | 5,744 | $25.04 | $143.8K | -$788.5K | 4 | 2017-11-06 |
| SOUTHERN CO (SOJA) Delisted | Comptroller | 12,321 | — | — | -$2.08M | 5 | 2016-07-05 |
| SO | Comptroller | 5,234 | $87.17 | $456.3K | $0 | 3 | 2015-01-14 |
Recent Filings
41 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2023-05-03 | SO | Notice (144) | −3,022 | -$222.6K | EDGAR |
| 2023-02-15 | SOJE | Mixed | +5,237 | -$289.5K | EDGAR |
| 2023-02-14 | SOJE | Mixed | +332 | -$22.7K | EDGAR |
| 2023-02-07 | SOJE | Mixed | +378 | -$26.0K | EDGAR |
| 2022-05-16 | SOUTHERN CO (SOLN) Delisted | Gift (G) | — | $0 | EDGAR |
| 2022-03-07 | SOUTHERN CO (SOLN) Delisted | Sell (S) | −7,500 | -$506.0K | EDGAR |
| 2022-02-15 | SOUTHERN CO (SOLN) Delisted | Mixed | +6,974 | -$386.6K | EDGAR |
| 2022-02-14 | SOUTHERN CO (SOLN) Delisted | Mixed | +821 | -$49.3K | EDGAR |
| 2022-02-04 | SOUTHERN CO (SOLN) Delisted | Mixed | +363 | -$26.0K | EDGAR |
| 2021-08-05 | SOUTHERN CO (SOLN) Delisted | Sell (S) | −1,750 | -$112.6K | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.