Dale E. Klein
CIK 1493467 · last filed 2026-06-02
"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.
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Disclosed Exposure
$182.1K
Companies
10
Total Filings
118
Lifetime Open-Market Net
$0
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| SMR | Director | 17,362 | $9.89 | $171.7K | $0 | 1 | 2026-06-02 |
| SOMN | Director | — | $49.20 | — | $0 | 2 | 2026-04-02 |
| SOJF | Director | 0 | $25.01 | $0 | $0 | 3 | 2025-10-02 |
| SOJE | Director | — | $16.91 | — | $0 | 10 | 2025-01-06 |
| SOUTHERN CO (SOLN) Delisted | Director | — | $56.16 | — | $0 | 12 | 2022-07-05 |
| PNW | Director | 100 | $103.44 | $10.3K | $0 | 14 | 2022-05-20 |
| SOJC | Director | — | $20.90 | — | $0 | 8 | 2019-07-02 |
| SOUTHERN CO (SOJB) Delisted | Director | — | $25.04 | — | $0 | 5 | 2017-10-02 |
| SOUTHERN CO (SOJA) Delisted | Director | — | — | — | $0 | 3 | 2016-07-05 |
| SO | Director | — | $94.00 | — | $0 | 60 | 2015-10-02 |
Recent Filings · Page 4 of 12
118 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2019-10-02 | SOUTHERN CO (SOLN) Delisted | Grant (A) | — | $0 | EDGAR |
| 2019-07-02 | SOJC | Grant (A) | — | $0 | EDGAR |
| 2019-05-17 | PNW | Grant (A) | — | $0 | EDGAR |
| 2019-04-02 | SOJC | Grant (A) | — | $0 | EDGAR |
| 2019-01-03 | SOJC | Grant (A) | — | $0 | EDGAR |
| 2019-01-02 | SOJC | Grant (A) | — | $0 | EDGAR |
| 2018-10-02 | SOJC | Grant (A) | — | $0 | EDGAR |
| 2018-07-02 | SOJC | Grant (A) | — | $0 | EDGAR |
| 2018-05-18 | PNW | Grant (A) | — | $0 | EDGAR |
| 2018-04-03 | SOJC | Grant (A) | — | $0 | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.