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 11, 2020 Filed Feb 13, 2020 22:22 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 840 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009352 · doc4.xml · nonDerivative · entry 3 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,914.38 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. F3 · security: Shares acquired upon vesting of first 1/3 of restricted stock units granted on February 11, 2019. Includes 36 accrued dividend equivalent units. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:22 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 2,532 | $68.59 | $173,669.88 |
DisclosureSEC source: 0001209191-20-009352 · doc4.xml · nonDerivative · entry 2 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,074.38 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:22 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 5,567 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009352 · doc4.xml · nonDerivative · entry 1 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,606.38 F1 · security: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2017-2019 award. The Compensation and Management Succession Committee certified performance on February 11, 2020. Includes accrued dividend equivalent units. Read SEC document |
| June 24, 2019 Filed Jun 24, 2019 21:13 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 3,775 | $0.00 Strike: $44.42 | $0.00 |
DisclosureSEC source: 0001209191-19-038811 · 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 · 3,775 shares Expires 2022-02-13 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. Read SEC document |
| June 24, 2019 Filed Jun 24, 2019 21:13 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 3,775 | $56.42 | $212,985.50 |
DisclosureSEC source: 0001209191-19-038811 · doc4.xml · nonDerivative · entry 2 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,012 Read SEC document |
| June 24, 2019 Filed Jun 24, 2019 21:13 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,775 | $44.42 | $167,685.50 |
DisclosureSEC source: 0001209191-19-038811 · doc4.xml · nonDerivative · entry 1 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,787 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 |
| June 20, 2019 Filed Jun 20, 2019 21:31 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 7,969 | $0.00 Strike: $44.06 | $0.00 |
DisclosureSEC source: 0001209191-19-038277 · 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 · 7,696 shares Expires 2023-02-11 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. Read SEC document |
| June 20, 2019 Filed Jun 20, 2019 21:31 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 7,969 | $56.06 | $446,742.14 |
DisclosureSEC source: 0001209191-19-038277 · doc4.xml · nonDerivative · entry 2 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,012 Read SEC document |
| June 20, 2019 Filed Jun 20, 2019 21:31 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 7,969 | $44.06 | $351,114.14 |
DisclosureSEC source: 0001209191-19-038277 · doc4.xml · nonDerivative · entry 1 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,981 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 |
| June 06, 2019 Filed Jun 7, 2019 21:23 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 7,850 | $0.00 Strike: $44.06 | $0.00 |
DisclosureSEC source: 0001209191-19-035613 · doc4.xml · derivative · entry 7 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,969 Underlying: Southern Company Common Stock · 7,850 shares Expires 2023-02-11 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. Read SEC document |
| June 06, 2019 Filed Jun 7, 2019 21:23 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 3,775 | $0.00 Strike: $44.42 | $0.00 |
DisclosureSEC source: 0001209191-19-035613 · doc4.xml · derivative · entry 6 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,775 Underlying: Southern Company Common Stock · 3,775 shares Expires 2022-02-13 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. Read SEC document |
| June 06, 2019 Filed Jun 7, 2019 21:23 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 3,775 | $55.42 | $209,210.50 |
DisclosureSEC source: 0001209191-19-035613 · doc4.xml · nonDerivative · entry 4 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,012 Read SEC document |
| June 06, 2019 Filed Jun 7, 2019 21:23 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,775 | $44.42 | $167,685.50 |
DisclosureSEC source: 0001209191-19-035613 · doc4.xml · nonDerivative · entry 3 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,787 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 |
| June 06, 2019 Filed Jun 7, 2019 21:23 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 7,850 | $55.06 | $432,221.00 |
DisclosureSEC source: 0001209191-19-035613 · doc4.xml · nonDerivative · entry 2 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,012 Read SEC document |
| June 06, 2019 Filed Jun 7, 2019 21:23 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 7,850 | $44.06 | $345,871.00 |
DisclosureSEC source: 0001209191-19-035613 · doc4.xml · nonDerivative · entry 1 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,862 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 |
| May 21, 2019 Filed May 22, 2019 21:25 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 3,786 | $0.00 Strike: $44.42 | $0.00 |
DisclosureSEC source: 0001209191-19-032128 · doc4.xml · derivative · entry 4 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,550 Underlying: Southern Company Common Stock · 3,786 shares Expires 2022-02-13 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. Read SEC document |
| May 21, 2019 Filed May 22, 2019 21:25 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 3,786 | $54.42 | $206,034.12 |
DisclosureSEC source: 0001209191-19-032128 · doc4.xml · nonDerivative · entry 2 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,012 Read SEC document |
| May 21, 2019 Filed May 22, 2019 21:25 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,786 | $44.42 | $168,174.12 |
DisclosureSEC source: 0001209191-19-032128 · doc4.xml · nonDerivative · entry 1 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,798 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 |
| May 13, 2019 Filed May 14, 2019 21:10 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 7,850 | $0.00 Strike: $44.06 | $0.00 |
DisclosureSEC source: 0001209191-19-029709 · doc4.xml · derivative · entry 4 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,819 Underlying: Southern Company Common Stock · 7,850 shares Expires 2023-02-11 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. Read SEC document |
| May 13, 2019 Filed May 14, 2019 21:10 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 7,850 | $54.06 | $424,371.00 |
DisclosureSEC source: 0001209191-19-029709 · doc4.xml · nonDerivative · entry 2 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,012 Read SEC document |
| May 13, 2019 Filed May 14, 2019 21:10 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 7,850 | $44.06 | $345,871.00 |
DisclosureSEC source: 0001209191-19-029709 · doc4.xml · nonDerivative · entry 1 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,862 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, 2019 Filed Mar 6, 2019 22:14 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 885 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017438 · doc4.xml · derivative · entry 4 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,770 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 award will vest 1/3 in 2020 and 1/3 in 2021. 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 27, 2018. The remaining award will vest 1/3 in 2020 and 1/3 in 2021. 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 27, 2018. The remaining award will vest 1/3 in 2020 and 1/3 in 2021. 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 27, 2019 Filed Mar 6, 2019 22:14 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 419 | $49.38 | $20,690.22 |
DisclosureSEC source: 0001209191-19-017438 · doc4.xml · nonDerivative · entry 2 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,012 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 27, 2019 Filed Mar 6, 2019 22:14 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 921 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017438 · doc4.xml · nonDerivative · entry 1 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,431 F1 · security: Shares acquired upon vesting of first 1/3 of restricted stock units granted on February 27, 2018. Includes 36 accrued dividend equivalent units. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:24 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 517 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010710 · doc4.xml · derivative · entry 4 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,172 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 performance restricted stock units granted on February 13, 2017. The remaining portion of the award will vest in 2020. Each performance 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 · price: Represents performance restricted stock units granted on February 13, 2017. The remaining portion of the award will vest in 2020. Each performance 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 performance restricted stock units granted on February 13, 2017. The remaining portion of the award will vest in 2020. Each performance 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 performance restricted stock units granted on February 13, 2017. The remaining portion of the award will vest in 2020. Each performance 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, 2019 Filed Feb 15, 2019 22:24 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 260 | $49.22 | $12,797.20 |
DisclosureSEC source: 0001209191-19-010710 · doc4.xml · nonDerivative · entry 2 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,510 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:24 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 570 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010710 · doc4.xml · nonDerivative · entry 1 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,770 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 performance restricted stock units granted on February 13, 2017. The Compensation and Management Succession Committee certified performance on February 13, 2018. Includes 53 accrued dividend equivalent units. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:18 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Co Restricted Stock Units · Derivative | 2,410 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009738 · doc4.xml · derivative · entry 4 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,410 Underlying: Southern Company Common Stock · 2,410 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 · 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. F3 · 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. 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 11, 2019 Filed Feb 13, 2019 22:18 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 2,268 | $49.24 | $111,676.32 |
DisclosureSEC source: 0001209191-19-009738 · doc4.xml · nonDerivative · entry 2 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,200 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:18 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 4,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009738 · doc4.xml · nonDerivative · entry 1 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,468 F1 · security: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2016-2018 award. The Compensation and Management Succession Committee certified performance on February 11, 2019. Includes accrued dividend equivalent units. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 20:21 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Co Restricted Stock Units · Derivative | 2,655 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-014875 · doc4.xml · derivative · entry 1 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,689 Underlying: Southern Company Common Stock · 2,655 shares Expires not disclosed F1 · shares: 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 |
| February 13, 2018 Filed Feb 14, 2018 22:37 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 517 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010018 · doc4.xml · derivative · entry 5 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,034 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 · price: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2018, 517 RSUs and 23 dividend equivalent units vested. F3 · derivative.exercise_date: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2018, 517 RSUs and 23 dividend equivalent units vested. F3 · derivative.expiration_date: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2018, 517 RSUs and 23 dividend equivalent units vested. Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 22:37 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 165 | $44.62 | $7,362.30 |
DisclosureSEC source: 0001209191-18-010018 · doc4.xml · nonDerivative · entry 4 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,615 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 22:37 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 540 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010018 · doc4.xml · nonDerivative · entry 3 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,780 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: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2018, 517 RSUs and 23 dividend equivalent units vested. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:37 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,800 | $44.68 | $80,424.00 |
DisclosureSEC source: 0001209191-18-010018 · doc4.xml · nonDerivative · entry 2 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,240 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:37 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 5,646 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010018 · doc4.xml · nonDerivative · entry 1 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,040 F1 · security: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2015-2017 award. The Compensation and Management Succession Committee certified performance on February 12, 2018. Includes accrued dividend equivalent units. Read SEC document |
| November 03, 2017 Filed Nov 6, 2017 21:46 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 5,080 | $0.00 Strike: $41.28 | $0.00 |
DisclosureSEC source: 0001209191-17-059436 · 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 · 5,080 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. 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 03, 2017 Filed Nov 6, 2017 21:46 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 5,080 | $53.28 | $270,662.40 |
DisclosureSEC source: 0001209191-17-059436 · doc4.xml · nonDerivative · entry 2 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,394 Read SEC document |
| November 03, 2017 Filed Nov 6, 2017 21:46 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 5,080 | $41.28 | $209,702.40 |
DisclosureSEC source: 0001209191-17-059436 · doc4.xml · nonDerivative · entry 1 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,474 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 |
| October 20, 2017 Filed Oct 24, 2017 19:35 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 5,000 | $0.00 Strike: $41.28 | $0.00 |
DisclosureSEC source: 0001209191-17-057832 · doc4.xml · derivative · entry 4 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,080 Underlying: Southern Company Common Stock · 5,000 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. 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 |
| October 20, 2017 Filed Oct 24, 2017 19:35 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 5,000 | $52.28 | $261,400.00 |
DisclosureSEC source: 0001209191-17-057832 · doc4.xml · nonDerivative · entry 2 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,394 Read SEC document |
| October 20, 2017 Filed Oct 24, 2017 19:35 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 5,000 | $41.28 | $206,400.00 |
DisclosureSEC source: 0001209191-17-057832 · doc4.xml · nonDerivative · entry 1 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,394 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 |
| June 12, 2017 Filed Jun 13, 2017 13:51 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 5,000 | $0.00 Strike: $41.28 | $0.00 |
DisclosureSEC source: 0001209191-17-039343 · doc4.xml · derivative · entry 4 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,080 Underlying: Southern Company Common Stock · 5,000 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. F1 · security: Options vest 33% per year on the anniversary of the grant date. Includes the right to have shares withheld upon exercise to satisfy tax withholding obligations. Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| June 12, 2017 Filed Jun 13, 2017 13:51 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 5,000 | $51.28 | $256,400.00 |
DisclosureSEC source: 0001209191-17-039343 · doc4.xml · nonDerivative · entry 2 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,394 Read SEC document |
| June 12, 2017 Filed Jun 13, 2017 13:51 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 5,000 | $41.28 | $206,400.00 |
DisclosureSEC source: 0001209191-17-039343 · doc4.xml · nonDerivative · entry 1 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,394 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 14:41 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Co Restricted Stock Units · Derivative | 1,550 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-17-010932 · doc4.xml · derivative · entry 1 Daiss Ann P · CIK 0001354912 · Comptroller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,550 Underlying: Southern Company Common Stock · 1,550 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.