Ann P Daiss
CIK 1354912 · Comptroller · last filed 2023-02-15
"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.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
SOJA price and trades
Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.
Shares held
Shares owned after each reported transaction on this company (direct holdings as reported).
Open-market buying and selling
by monthDollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.
Exposure by company
latestMost recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.
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 | $15.24 | $375.6K | $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 | $18.22 | $254.5K | -$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 | $92.57 | $484.6K | $0 | 3 | 2015-01-14 |
Recent Filings · Page 2 of 5
41 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2021-05-05 | SOUTHERN CO (SOLN) Delisted | Sell (S) | −4,425 | -$292.3K | EDGAR |
| 2021-04-06 | SOUTHERN CO (SOLN) Delisted | Sell (S) | −5,549 | -$348.2K | EDGAR |
| 2021-03-02 | SOUTHERN CO (SOLN) Delisted | Mixed | +555 | -$26.3K | EDGAR |
| 2021-02-17 | SOUTHERN CO (SOLN) Delisted | Mixed | +6,925 | -$344.7K | EDGAR |
| 2021-02-16 | SOUTHERN CO (SOLN) Delisted | Mixed | +737 | -$46.6K | EDGAR |
| 2021-02-05 | SOUTHERN CO (SOLN) Delisted | Grant (A) | — | $0 | EDGAR |
| 2020-03-02 | SOUTHERN CO (SOLN) Delisted | Mixed | +528 | -$27.7K | EDGAR |
| 2020-02-18 | SOUTHERN CO (SOLN) Delisted | Mixed | +324 | -$18.8K | EDGAR |
| 2020-02-13 | SOUTHERN CO (SOLN) Delisted | Mixed | +3,448 | -$203.0K | EDGAR |
| 2019-06-24 | SOJC | Mixed | — | -$45.3K | 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.