Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHERN COSO · Entity 1308 | Comptroller | February 13, 2023 | February 15, 2023 |
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.
SOUTHERN CO
Report date February 13, 2023 · Filed February 15, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Southern Company Common StockSEC Table I · non-derivative | Direct | 19,689.028 |
Ending reported balance
After 2023-02-13 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2023-02-13 · Grant · Acquired 8,865 · Balance 23,317.028 F1: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2020-2022 award. The Compensation and Management Succession Committee certified performance on February 13, 2023. Includes accrued dividend equivalent units. Row 2 · 2023-02-13 · Tax withholding · Disposed 3,998 · Balance 19,319.028 F2: Shares withheld to satisfy required state and federal tax withholding requirements. Row 3 · 2023-02-13 · Exercise / conversion · Acquired 684 · Balance 20,003.028 F3: Shares acquired upon vesting of first 1/3 of restricted stock units granted on February 13, 2022. Includes 25 accrued dividend equivalent units. Row 4 · 2023-02-13 · Tax withholding · Disposed 314 · Balance 19,689.028 F2: Shares withheld to satisfy required state and federal tax withholding requirements. |
| Southern Co Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,316 |
Reported balance
After 2023-02-13 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-02-13 · Exercise / conversion · Disposed 659 · Balance 1,316 F4: Represents restricted stock units granted on February 13, 2022. The remaining award will vest 1/3 in 2024 and 1/3 in 2025. Each restricted stock unit represents the right to receive, at settlement 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 | Indirect401K | 4,956.2066 |
Reported balance
Holding disclosure · report date 2023-02-13 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 4,956.2066 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2020-2022 award. The Compensation and Management Succession Committee certified performance on February 13, 2023. Includes accrued dividend equivalent units.
F2: Shares withheld to satisfy required state and federal tax withholding requirements.
F3: Shares acquired upon vesting of first 1/3 of restricted stock units granted on February 13, 2022. Includes 25 accrued dividend equivalent units.
F4: Represents restricted stock units granted on February 13, 2022. The remaining award will vest 1/3 in 2024 and 1/3 in 2025. Each restricted stock unit represents the right to receive, at settlement 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 |
|---|---|---|---|---|---|---|
| February 13, 2023 Filed Feb 15, 2023 21:47 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 659 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009790 · doc4.xml · derivative · entry 6 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,316 Underlying: Southern Company Common Stock · 659 shares Expires not disclosed 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. F4 · shares: Represents restricted stock units granted on February 13, 2022. The remaining award will vest 1/3 in 2024 and 1/3 in 2025. Each restricted stock unit represents the right to receive, at settlement one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents restricted stock units granted on February 13, 2022. The remaining award will vest 1/3 in 2024 and 1/3 in 2025. Each restricted stock unit represents the right to receive, at settlement one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents restricted stock units granted on February 13, 2022. The remaining award will vest 1/3 in 2024 and 1/3 in 2025. Each restricted stock unit represents the right to receive, at settlement one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:47 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 314 | $67.13 | $21,078.82 |
DisclosureSEC source: 0001209191-23-009790 · doc4.xml · nonDerivative · entry 4 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,689.028 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:47 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 684 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009790 · doc4.xml · nonDerivative · entry 3 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,003.028 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. F3 · shares: Shares acquired upon vesting of first 1/3 of restricted stock units granted on February 13, 2022. Includes 25 accrued dividend equivalent units. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:47 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 3,998 | $67.13 | $268,385.74 |
DisclosureSEC source: 0001209191-23-009790 · doc4.xml · nonDerivative · entry 2 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,319.028 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:47 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 8,865 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009790 · doc4.xml · nonDerivative · entry 1 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,317.028 F1 · shares: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2020-2022 award. The Compensation and Management Succession Committee certified performance on February 13, 2023. Includes accrued dividend equivalent units. Read SEC document |
| February 11, 2023 Filed Feb 14, 2023 22:22 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 596 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009264 · doc4.xml · derivative · entry 4 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 596 shares Expires not disclosed 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. F3 · shares: Represents final 1/3 of restricted stock units granted on February 11, 2020. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents final 1/3 of restricted stock units granted on February 11, 2020. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents final 1/3 of restricted stock units granted on February 11, 2020. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2023 Filed Feb 14, 2023 22:22 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 340 | $66.88 | $22,739.20 |
DisclosureSEC source: 0001209191-23-009264 · doc4.xml · nonDerivative · entry 2 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,452.028 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2023 Filed Feb 14, 2023 22:22 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 672 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009264 · doc4.xml · nonDerivative · entry 1 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,792.028 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 · shares: Shares acquired upon vesting of final 1/3 of restricted stock units granted on February 11, 2020. Includes 76 accrued dividend equivalent units. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 21:52 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 707 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007572 · doc4.xml · derivative · entry 4 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 708 Underlying: Southern Company Common Stock · 707 shares Expires not disclosed 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. F3 · shares: Represents restricted stock units granted on February 3, 2021. The remaining 1/3 of the award will vest in 2024. Each restricted stock unit represents the right to receive, at settlement one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents restricted stock units granted on February 3, 2021. The remaining 1/3 of the award will vest in 2024. Each restricted stock unit represents the right to receive, at settlement one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents restricted stock units granted on February 3, 2021. The remaining 1/3 of the award will vest in 2024. Each restricted stock unit represents the right to receive, at settlement one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 21:52 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 387 | $67.27 | $26,033.49 |
DisclosureSEC source: 0001209191-23-007572 · doc4.xml · nonDerivative · entry 2 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,120.028 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 21:52 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 765 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007572 · doc4.xml · nonDerivative · entry 1 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,507.028 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 · shares: Shares acquired upon vesting of second 1/3 of restricted stock units granted on February 3, 2021. Includes 58 accrued dividend equivalent units. Read SEC document |
| May 10, 2022 Filed May 17, 2022 00:12 UTC | SOUTHERN CO SO · Entity 1308 | GiftSouthern Company Common Stock | 75 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-029411 · doc4.xml · nonDerivative · entry 2 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 75 F1 · kind: A gift of securities by the reporting person to her son, who shares reporting person's household. Read SEC document |
| May 10, 2022 Filed May 17, 2022 00:12 UTC | SOUTHERN CO SO · Entity 1308 | GiftSouthern Company Common Stock | 75 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-029411 · doc4.xml · nonDerivative · entry 1 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,742.028 F1 · kind: A gift of securities by the reporting person to her son, who shares reporting person's household. Read SEC document |
| March 04, 2022 Filed Mar 7, 2022 22:14 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 7,500 | $67.47 | $506,025.00 |
DisclosureSEC source: 0001209191-22-016730 · doc4.xml · nonDerivative · entry 1 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,817.028 Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:40 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Co Restricted Stock Units · Derivative | 1,975 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009885 · doc4.xml · derivative · entry 4 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,975 Underlying: Southern Company Common Stock · 1,975 shares Expires not disclosed F3 · 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. F3 · 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. F3 · 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 |
| February 13, 2022 Filed Feb 15, 2022 22:40 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 5,789 | $66.79 | $386,647.31 |
DisclosureSEC source: 0001209191-22-009885 · doc4.xml · nonDerivative · entry 2 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,317.028 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:40 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 12,763 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009885 · doc4.xml · nonDerivative · entry 1 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,106.028 F1 · security: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2019-2021 award. The Compensation and Management Succession Committee certified performance on February 13, 2022. Includes accrued dividend equivalent units. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:14 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 595 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009536 · doc4.xml · derivative · entry 7 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 596 Underlying: Southern Company Common Stock · 595 shares Expires not disclosed 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. F5 · security: Represents second 1/3 of restricted stock units granted on February 11, 2020. The remaining 1/3 of the award will vest in 2023. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F5 · derivative.exercise_date: Represents second 1/3 of restricted stock units granted on February 11, 2020. The remaining 1/3 of the award will vest in 2023. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F5 · derivative.expiration_date: Represents second 1/3 of restricted stock units granted on February 11, 2020. The remaining 1/3 of the award will vest in 2023. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:14 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 803 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009536 · doc4.xml · derivative · entry 6 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 803 shares Expires not disclosed 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. F4 · security: Represents final 1/3 of restricted stock units granted on February 11, 2019. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents final 1/3 of restricted stock units granted on February 11, 2019. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents final 1/3 of restricted stock units granted on February 11, 2019. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:14 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 289 | $66.79 | $19,302.31 |
DisclosureSEC source: 0001209191-22-009536 · doc4.xml · nonDerivative · entry 4 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,343.028 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:14 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 647 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009536 · doc4.xml · nonDerivative · entry 3 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,632.028 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. F3 · security: Shares acquired upon vesting of second 1/3 of restricted stock units granted on February 11, 2020. Includes 52 accrued dividend equivalent units. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:14 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 449 | $66.79 | $29,988.71 |
DisclosureSEC source: 0001209191-22-009536 · doc4.xml · nonDerivative · entry 2 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,985.028 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:14 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 912 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009536 · doc4.xml · nonDerivative · entry 1 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,434.028 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 final 1/3 of restricted stock units granted on February 11, 2019. Includes 109 accrued dividend equivalent units. Read SEC document |
| February 03, 2022 Filed Feb 4, 2022 22:31 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 708 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-007275 · doc4.xml · derivative · entry 4 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,415 Underlying: Southern Company Common Stock · 708 shares Expires not disclosed 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. F3 · security: Represents restricted stock units granted on February 3, 2021. The remaining award will vest 1/3 in 2023 and 1/3 in 2024. Each restricted stock unit represents the right to receive, at settlement one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents restricted stock units granted on February 3, 2021. The remaining award will vest 1/3 in 2023 and 1/3 in 2024. Each restricted stock unit represents the right to receive, at settlement one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents restricted stock units granted on February 3, 2021. The remaining award will vest 1/3 in 2023 and 1/3 in 2024. Each restricted stock unit represents the right to receive, at settlement one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 03, 2022 Filed Feb 4, 2022 22:31 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 375 | $69.25 | $25,968.75 |
DisclosureSEC source: 0001209191-22-007275 · doc4.xml · nonDerivative · entry 2 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,522.028 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 03, 2022 Filed Feb 4, 2022 22:31 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 738 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-007275 · doc4.xml · nonDerivative · entry 1 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,897.028 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 restricted stock units granted on February 3, 2021. Includes 30 accrued dividend equivalent units. Read SEC document |
| August 03, 2021 Filed Aug 5, 2021 20:32 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 1,750 | $64.34 | $112,595.00 |
DisclosureSEC source: 0001209191-21-049943 · doc4.xml · nonDerivative · entry 1 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,899.2733 Read SEC document |
| May 04, 2021 Filed May 5, 2021 20:47 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 4,425 | $66.05 | $292,271.25 |
DisclosureSEC source: 0001209191-21-030359 · doc4.xml · nonDerivative · entry 1 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,501.4895 F1 · security: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.05 to $66.06, 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 this footnote (1) to this Form 4. Read SEC document |
| April 05, 2021 Filed Apr 6, 2021 20:40 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 5,549 | $62.75 | $348,199.75 |
DisclosureSEC source: 0001209191-21-025669 · doc4.xml · nonDerivative · entry 1 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,666.2576 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:49 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 885 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016131 · doc4.xml · derivative · entry 4 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 885 shares Expires not disclosed 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. F3 · security: Represents final 1/3 of restricted stock units granted on February 27, 2018. Each 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. F3 · derivative.exercise_date: Represents final 1/3 of restricted stock units granted on February 27, 2018. Each 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. F3 · derivative.expiration_date: Represents final 1/3 of restricted stock units granted on February 27, 2018. Each 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. Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:49 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 463 | $56.72 | $26,261.36 |
DisclosureSEC source: 0001209191-21-016131 · doc4.xml · nonDerivative · entry 2 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,215.2576 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:49 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,018 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016131 · doc4.xml · nonDerivative · entry 1 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,678.2576 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 final 1/3 of restricted stock units granted on February 27, 2018. Includes 133 accrued dividend equivalent units. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:47 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 5,736 | $60.10 | $344,733.60 |
DisclosureSEC source: 0001209191-21-011300 · doc4.xml · nonDerivative · entry 2 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,660.2576 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:47 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 12,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-011300 · doc4.xml · nonDerivative · entry 1 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,396.2576 F1 · security: Shares acquired upon vesting of performance share units under the Company's Performance Share Program for the 2018-2020 award. The Compensation and Management Succession Committee certified performance on February 12, 2021. Includes accrued dividend equivalent units. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:59 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 596 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010816 · doc4.xml · derivative · entry 7 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,191 Underlying: Southern Company Common Stock · 596 shares Expires not disclosed 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. F5 · security: Represents restricted stock units granted on February 11, 2020. The remaining award will vest 1/3 in 2022 and 1/3 in 2023. Each 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. F5 · derivative.exercise_date: Represents restricted stock units granted on February 11, 2020. The remaining award will vest 1/3 in 2022 and 1/3 in 2023. Each 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. F5 · derivative.expiration_date: Represents restricted stock units granted on February 11, 2020. The remaining award will vest 1/3 in 2022 and 1/3 in 2023. Each 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. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:59 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 803 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010816 · doc4.xml · derivative · entry 6 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 803 Underlying: Southern Company Common Stock · 803 shares Expires not disclosed 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. F4 · security: Represents restricted stock units granted on February 11, 2019. The remaining 1/3 of the award will vest in 2022. Each 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. F4 · derivative.exercise_date: Represents restricted stock units granted on February 11, 2019. The remaining 1/3 of the award will vest in 2022. Each 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. F4 · derivative.expiration_date: Represents restricted stock units granted on February 11, 2019. The remaining 1/3 of the award will vest in 2022. Each 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. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:59 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 316 | $61.29 | $19,367.64 |
DisclosureSEC source: 0001209191-21-010816 · doc4.xml · nonDerivative · entry 4 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,735.2576 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:59 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 622 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010816 · doc4.xml · nonDerivative · entry 3 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,051.2576 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. F3 · security: Shares acquired upon vesting of first 1/3 of restricted stock units granted on February 11, 2020. Includes 26 accrued dividend equivalent units. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:59 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 444 | $61.29 | $27,212.76 |
DisclosureSEC source: 0001209191-21-010816 · doc4.xml · nonDerivative · entry 2 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,429.2576 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:59 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 875 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010816 · doc4.xml · nonDerivative · entry 1 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,873.2576 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 second 1/3 of restricted stock units granted on February 11, 2019. Includes 72 accrued dividend equivalent units. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:00 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Co Restricted Stock Units · Derivative | 2,213 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008162 · doc4.xml · derivative · entry 1 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,213 Underlying: Southern Company Common Stock · 2,213 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 · 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 |
| February 27, 2020 Filed Mar 2, 2020 22:13 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 885 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014600 · doc4.xml · derivative · entry 4 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 885 Underlying: Southern Company Common Stock · 885 shares Expires not disclosed 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. F3 · security: Represents restricted stock units granted on February 27, 2018. The remaining 1/3 award will vest in 2021. Each 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. F3 · derivative.exercise_date: Represents restricted stock units granted on February 27, 2018. The remaining 1/3 award will vest in 2021. Each 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. F3 · derivative.expiration_date: Represents restricted stock units granted on February 27, 2018. The remaining 1/3 award will vest in 2021. Each 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. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 22:13 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 440 | $62.88 | $27,667.20 |
DisclosureSEC source: 0001209191-20-014600 · doc4.xml · nonDerivative · entry 2 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,339.38 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 22:13 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 968 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014600 · doc4.xml · nonDerivative · entry 1 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,779.38 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 second 1/3 of restricted stock units granted on February 27, 2018. Includes 83 accrued dividend equivalent units. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:52 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 517 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010213 · doc4.xml · derivative · entry 4 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 517 shares Expires not disclosed 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. F3 · security: Represents final 1/3 of restricted stock units granted on February 13, 2017. Each 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. F3 · derivative.exercise_date: Represents final 1/3 of restricted stock units granted on February 13, 2017. Each 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. F3 · derivative.expiration_date: Represents final 1/3 of restricted stock units granted on February 13, 2017. Each 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. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:52 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 271 | $69.54 | $18,845.34 |
DisclosureSEC source: 0001209191-20-010213 · doc4.xml · nonDerivative · entry 2 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,811.38 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:52 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 595 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010213 · doc4.xml · nonDerivative · entry 1 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,082.38 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 final 1/3 of restricted stock units granted on February 13, 2017. Includes 78 accrued dividend equivalent units. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:22 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Co Restricted Stock Units · Derivative | 1,787 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009352 · doc4.xml · derivative · entry 7 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,574 Underlying: Southern Company Common Stock · 1,787 shares Expires not disclosed F5 · 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. F5 · 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. F5 · 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 |
| February 11, 2020 Filed Feb 13, 2020 22:22 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 804 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009352 · doc4.xml · derivative · entry 6 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,606 Underlying: Southern Company Common Stock · 804 shares Expires not disclosed 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. F4 · security: Represents restricted stock units granted on February 11, 2019. The remaining award will vest 1/3 in 2021 and 1/3 in 2022. Each 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. F4 · derivative.exercise_date: Represents restricted stock units granted on February 11, 2019. The remaining award will vest 1/3 in 2021 and 1/3 in 2022. Each 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. F4 · derivative.expiration_date: Represents restricted stock units granted on February 11, 2019. The remaining award will vest 1/3 in 2021 and 1/3 in 2022. Each 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. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:22 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 427 | $68.59 | $29,287.93 |
DisclosureSEC source: 0001209191-20-009352 · doc4.xml · nonDerivative · entry 4 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,487.38 F2 · security: Shares withheld to satisfy required state and federal tax withholding 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.