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person · Reporting owner

JAMES DONALD M

Disclosed activity across 2 companies

Tapewire entity
11873
SEC CIK
0001188417

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
SOUTHERN COSO · Entity 1308DirectorApril 01, 2026April 02, 2026
WELLS FARGO & COMPANY/MNWFC · Entity 2824DirectorApril 28, 2020April 30, 2020

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 April 01, 2026 · Filed April 02, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Deferred Stock Units HoldingSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct203,293.2031 Reported balance After 2026-04-01 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-04-01 · Grant · Acquired 464.2047 · Balance 203,293.2031

F1: Represents quarterly director equity retainer paid under the Southern Company 2021 Equity and Incentive Compensation Plan and deferred pursuant to the Deferred Compensation Plan for Outside Directors of The Southern Company (Deferred Compensation Plan). Each deferred stock unit represents the right to receive one share of Southern Company common stock.

F2: Deferred stock units are settled in shares of Southern Company common stock on the date(s) following the termination of the reporting person's service on the Board as specified by the reporting person pursuant to the Deferred Compensation Plan. There is no exercise or expiration date.

F3: Includes additional deferred stock units acquired through the dividend reinvestment feature of the Deferred Compensation Plan.

Filing footnotes · ownership attribution and instrument terms

F1: Represents quarterly director equity retainer paid under the Southern Company 2021 Equity and Incentive Compensation Plan and deferred pursuant to the Deferred Compensation Plan for Outside Directors of The Southern Company (Deferred Compensation Plan). Each deferred stock unit represents the right to receive one share of Southern Company common stock.

F2: Deferred stock units are settled in shares of Southern Company common stock on the date(s) following the termination of the reporting person's service on the Board as specified by the reporting person pursuant to the Deferred Compensation Plan. There is no exercise or expiration date.

F3: Includes additional deferred stock units acquired through the dividend reinvestment feature of the Deferred Compensation Plan.

WELLS FARGO & COMPANY/MN

Report date April 28, 2020 · Filed April 30, 2020

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Phantom Stock UnitsSEC Table II · derivative / convertible securityDirect98,501.3415 Reported balance After 2020-04-28 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2020-04-28 · Grant · Acquired 6,235 · Balance 98,501.3415

F1: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock.

F2: Deferred compensation shares payable in installments based upon director's election.

Common Stock, $1 2/3 Par ValueSEC Table I · non-derivativeDirect24,730 Reported balance Holding disclosure · report date 2020-04-28 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 24,730

Filing footnotes · ownership attribution and instrument terms

F1: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock.

F2: Deferred compensation shares payable in installments based upon director's election.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
April 01, 2026 Filed Apr 2, 2026 19:40 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units Holding · Derivative 464.2047 $96.94 Strike: $0.00 $45,000.00
Disclosure

SEC source: 0001193125-26-139953 · ownership.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 203,293.2031

Underlying: Southern Company Common Stock · 464.2047 shares

Expires not disclosed

F1 · security: Represents quarterly director equity retainer paid under the Southern Company 2021 Equity and Incentive Compensation Plan and deferred pursuant to the Deferred Compensation Plan for Outside Directors of The Southern Company (Deferred Compensation Plan). Each deferred stock unit represents the right to receive one share of Southern Company common stock.

F2 · derivative.exercise_date: Deferred stock units are settled in shares of Southern Company common stock on the date(s) following the termination of the reporting person's service on the Board as specified by the reporting person pursuant to the Deferred Compensation Plan. There is no exercise or expiration date.

F2 · derivative.expiration_date: Deferred stock units are settled in shares of Southern Company common stock on the date(s) following the termination of the reporting person's service on the Board as specified by the reporting person pursuant to the Deferred Compensation Plan. There is no exercise or expiration date.

F3 · balance_after: Includes additional deferred stock units acquired through the dividend reinvestment feature of the Deferred Compensation Plan.

Read SEC document
January 02, 2026 Filed Jan 6, 2026 16:39 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units Holding · Derivative 516.055 $87.20 Strike: $0.00 $45,000.00
Disclosure

SEC source: 0001193125-26-003759 · ownership.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 201,300.8631

Underlying: Southern Company Common Stock · 516.055 shares

Expires not disclosed

F1 · security: Represents quarterly director equity retainer paid under the Southern Company 2021 Equity and Incentive Compensation Plan and deferred pursuant to the Deferred Compensation Plan for Outside Directors of The Southern Company (Deferred Compensation Plan). Each deferred stock unit represents the right to receive one share of Southern Company common stock.

F2 · derivative.exercise_date: Deferred stock units are settled in shares of Southern Company common stock on the date(s) following the termination of the reporting person's service on the Board as specified by the reporting person pursuant to the Deferred Compensation Plan. There is no exercise or expiration date.

F2 · derivative.expiration_date: Deferred stock units are settled in shares of Southern Company common stock on the date(s) following the termination of the reporting person's service on the Board as specified by the reporting person pursuant to the Deferred Compensation Plan. There is no exercise or expiration date.

F3 · balance_after: Includes additional deferred stock units acquired through the dividend reinvestment feature of the Deferred Compensation Plan.

Read SEC document
October 01, 2025 Filed Oct 2, 2025 20:00 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units Holding · Derivative 448.3122 $94.80 Strike: $0.00 $42,500.00
Disclosure

SEC source: 0001193125-25-228243 · ownership.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 199,063.1309

Underlying: Southern Company Common Stock · 448.3122 shares

Expires not disclosed

F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
July 01, 2025 Filed Jul 2, 2025 15:27 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units Holding · Derivative 460.455 $92.30 Strike: $0.00 $42,500.00
Disclosure

SEC source: 0000950170-25-092621 · ownership.xml · derivative · entry 2

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 197,009.7629

Underlying: Southern Company Common Stock · 460.455 shares

Expires not disclosed

F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 14:00 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units Holding · Derivative 462.8621 $91.82 Strike: $0.00 $42,500.00
Disclosure

SEC source: 0000950170-25-050002 · ownership.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 194,915.0776

Underlying: Southern Company Common Stock · 462.8621 shares

Expires not disclosed

F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
January 02, 2025 Filed Jan 6, 2025 17:00 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units Holding · Derivative 516.2779 $82.32 Strike: $0.00 $42,500.00
Disclosure

SEC source: 0000950170-25-001777 · ownership.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 192,886.8577

Underlying: Southern Company Common Stock · 516.2779 shares

Expires not disclosed

F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
October 01, 2024 Filed Oct 2, 2024 20:56 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units Holding · Derivative 467.6496 $90.88 Strike: $0.00 $42,500.00
Disclosure

SEC source: 0000950170-24-111589 · ownership.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 190,751.1851

Underlying: Southern Company Common Stock · 467.6496 shares

Expires not disclosed

F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
July 01, 2024 Filed Jul 3, 2024 14:48 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units Holding · Derivative 551.9481 $77.00 Strike: $0.00 $42,500.00
Disclosure

SEC source: 0000950170-24-081145 · ownership.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 188,746.4085

Underlying: Southern Company Common Stock · 551.9481 shares

Expires not disclosed

F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
April 01, 2024 Filed Apr 5, 2024 18:50 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units · Derivative 597.7496 $71.10 Strike: $0.00 $42,500.00
Disclosure

SEC source: 0001209191-24-005247 · doc4.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 186,487.266

Underlying: Southern Company Common Stock · 597.7496 shares

Expires not disclosed

F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
January 02, 2024 Filed Jan 2, 2024 21:20 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units · Derivative 606.1038 $70.12 Strike: $0.00 $42,500.00
Disclosure

SEC source: 0001209191-24-000099 · doc4.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 184,011.3025

Underlying: Southern Company Common Stock · 606.1038 shares

Expires not disclosed

F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
October 02, 2023 Filed Oct 2, 2023 20:46 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units · Derivative 618.047 $64.72 Strike: $0.00 $40,000.00
Disclosure

SEC source: 0001209191-23-051107 · doc4.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 181,645.5545

Underlying: Southern Company Common Stock · 618.047 shares

Expires not disclosed

F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
July 03, 2023 Filed Jul 3, 2023 22:25 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units · Derivative 569.395 $70.25 Strike: $0.00 $40,000.00
Disclosure

SEC source: 0001209191-23-040685 · doc4.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 179,134.7629

Underlying: Southern Company Common Stock · 569.395 shares

Expires not disclosed

F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
April 03, 2023 Filed Apr 3, 2023 20:57 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units · Derivative 574.8778 $69.58 Strike: $0.00 $40,000.00
Disclosure

SEC source: 0001209191-23-022264 · doc4.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 176,781.4981

Underlying: Southern Company Common Stock · 574.8778 shares

Expires not disclosed

F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
January 03, 2023 Filed Jan 3, 2023 21:31 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units · Derivative 560.1456 $71.41 Strike: $0.00 $40,000.00
Disclosure

SEC source: 0001209191-23-000228 · doc4.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 174,388.679

Underlying: Southern Company Common Stock · 560.1456 shares

Expires not disclosed

F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
October 03, 2022 Filed Oct 3, 2022 20:53 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units · Derivative 992.6471 $68.00 Strike: $0.00 $67,500.00
Disclosure

SEC source: 0001209191-22-051880 · doc4.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 172,119.4039

Underlying: Southern Company Common Stock · 992.6471 shares

Expires not disclosed

F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
July 01, 2022 Filed Jul 5, 2022 20:38 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units · Derivative 922.8876 $73.14 Strike: $0.00 $67,500.00
Disclosure

SEC source: 0001209191-22-040723 · doc4.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 169,643.6293

Underlying: Southern Company Common Stock · 922.8876 shares

Expires not disclosed

F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
April 01, 2022 Filed Apr 4, 2022 20:35 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units · Derivative 910.6854 $74.12 Strike: $0.00 $67,500.00
Disclosure

SEC source: 0001209191-22-022420 · doc4.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 167,211.7307

Underlying: Southern Company Common Stock · 910.6854 shares

Expires not disclosed

F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date

Read SEC document
January 03, 2022 Filed Jan 3, 2022 22:12 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units · Derivative 984.252 $68.58 Strike: $0.00 $67,500.00
Disclosure

SEC source: 0001209191-22-000248 · doc4.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 164,730.5964

Underlying: Southern Company Common Stock · 984.252 shares

Expires not disclosed

F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
October 01, 2021 Filed Oct 4, 2021 20:32 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units · Derivative 647.7733 $61.75 Strike: $0.00 $40,000.00
Disclosure

SEC source: 0001209191-21-058977 · doc4.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 162,091.8345

Underlying: Southern Company Common Stock · 647.7733 shares

Expires not disclosed

F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
July 01, 2021 Filed Jul 2, 2021 20:34 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units · Derivative 650.6181 $61.48 Strike: $0.00 $40,000.00
Disclosure

SEC source: 0001209191-21-044974 · doc4.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 159,850.1482

Underlying: Southern Company Common Stock · 650.6181 shares

Expires not disclosed

F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
April 01, 2021 Filed Apr 2, 2021 20:35 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units · Derivative 641.7455 $62.33 Strike: $0.00 $40,000.00
Disclosure

SEC source: 0001209191-21-024620 · doc4.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 157,591.208

Underlying: Southern Company Common Stock · 641.7455 shares

Expires not disclosed

F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
January 04, 2021 Filed Jan 4, 2021 22:13 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units · Derivative 651.1476 $61.43 Strike: $0.00 $40,000.00
Disclosure

SEC source: 0001209191-21-000367 · doc4.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 155,282.2815

Underlying: Southern Company Common Stock · 651.1476 shares

Expires not disclosed

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
October 01, 2020 Filed Oct 2, 2020 20:31 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units · Derivative 732.3325 $54.62 Strike: $0.00 $40,000.00
Disclosure

SEC source: 0001209191-20-053153 · doc4.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 153,044.4108

Underlying: Southern Company Common Stock · 732.3325 shares

Expires not disclosed

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
July 01, 2020 Filed Jul 2, 2020 20:52 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units · Derivative 756.5727 $52.87 Strike: $0.00 $40,000.00
Disclosure

SEC source: 0001209191-20-040439 · doc4.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 150,489.6866

Underlying: Southern Company Common Stock · 756.5727 shares

Expires not disclosed

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
April 28, 2020 Filed Apr 30, 2020 17:38 UTC WELLS FARGO & COMPANY/MN WFC · Entity 2824 GrantPhantom Stock Units · Derivative 6,235 $28.87 $180,004.45
Disclosure

SEC source: 0001127602-20-014730 · form4.xml · derivative · entry 2

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 98,501.3415

Underlying: Common Stock, $1 2/3 Par Value · 6,235 shares

Expires not disclosed

F1 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock.

F2 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election.

F2 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election.

Read SEC document
April 01, 2020 Filed Apr 2, 2020 20:38 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units · Derivative 797.7663 $50.14 Strike: $0.00 $40,000.00
Disclosure

SEC source: 0001209191-20-022582 · doc4.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 148,159.8224

Underlying: Southern Company Common Stock · 797.7663 shares

Expires not disclosed

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
March 03, 2020 Filed Mar 4, 2020 21:48 UTC WELLS FARGO & COMPANY/MN WFC · Entity 2824 Exercise / conversionDirector Stock Purchase Option · Derivative 7,570 $0.00 Strike: $31.72 $0.00
Disclosure

SEC source: 0001127602-20-009449 · form4.xml · derivative · entry 2

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, $1 2/3 Par Value · 7,570 shares

Expires 2020-04-27

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
March 03, 2020 Filed Mar 4, 2020 21:48 UTC WELLS FARGO & COMPANY/MN WFC · Entity 2824 Exercise / conversionCommon Stock, $1 2/3 Par Value 7,570 $31.72 $240,120.40
Disclosure

SEC source: 0001127602-20-009449 · form4.xml · nonDerivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,730

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
January 02, 2020 Filed Jan 2, 2020 21:49 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units · Derivative 627.9435 $63.70 Strike: $0.00 $40,000.00
Disclosure

SEC source: 0001209191-20-000349 · doc4.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 146,008.3078

Underlying: Southern Company Common Stock · 627.9435 shares

Expires not disclosed

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
October 01, 2019 Filed Oct 2, 2019 20:47 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units · Derivative 565.6109 $61.88 Strike: $0.00 $35,000.00
Disclosure

SEC source: 0001209191-19-051763 · doc4.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 143,944.1657

Underlying: Southern Company Common Stock · 565.6109 shares

Expires not disclosed

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
July 01, 2019 Filed Jul 2, 2019 21:37 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units · Derivative 638.2203 $54.84 Strike: $0.00 $35,000.00
Disclosure

SEC source: 0001209191-19-040498 · doc4.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 141,904.3475

Underlying: Southern Company Common Stock · 638.2203 shares

Expires not disclosed

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
April 23, 2019 Filed Apr 25, 2019 17:40 UTC WELLS FARGO & COMPANY/MN WFC · Entity 2824 GrantPhantom Stock Units · Derivative 3,802 $47.35 $180,024.70
Disclosure

SEC source: 0001127602-19-016174 · form4.xml · derivative · entry 2

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 88,410.4979

Underlying: Common Stock, $1 2/3 Par Value · 3,802 shares

Expires not disclosed

F1 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock.

F2 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election.

F2 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election.

Read SEC document
April 15, 2019 Filed Apr 17, 2019 17:22 UTC WELLS FARGO & COMPANY/MN WFC · Entity 2824 Exercise / conversionDirector Stock Purchase Option · Derivative 12,330 $0.00 Strike: $19.48 $0.00
Disclosure

SEC source: 0001127602-19-015654 · form4.xml · derivative · entry 2

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, $1 2/3 Par Value · 12,330 shares

Expires 2019-04-28

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
April 15, 2019 Filed Apr 17, 2019 17:22 UTC WELLS FARGO & COMPANY/MN WFC · Entity 2824 Exercise / conversionCommon Stock, $1 2/3 Par Value 12,330 $19.48 $240,188.40
Disclosure

SEC source: 0001127602-19-015654 · form4.xml · nonDerivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,160

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
April 01, 2019 Filed Apr 2, 2019 21:57 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units · Derivative 680.8014 $51.41 Strike: $0.00 $35,000.00
Disclosure

SEC source: 0001209191-19-022708 · doc4.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 138,057.8597

Underlying: Southern Company Common Stock · 680.8014 shares

Expires not disclosed

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
January 02, 2019 Filed Jan 3, 2019 22:04 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units · Derivative 796.9035 $43.92 Strike: $0.00 $35,000.00
Disclosure

SEC source: 0001209191-19-001118 · doc4.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 137,377.0583

Underlying: Southern Company Common Stock · 796.9035 shares

Expires not disclosed

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
December 13, 2018 Filed Dec 14, 2018 19:15 UTC WELLS FARGO & COMPANY/MN WFC · Entity 2824 Exercise / conversionDirector Stock Purchase Option · Derivative 2,670 $0.00 Strike: $30.00 $0.00
Disclosure

SEC source: 0001127602-18-036269 · form4.xml · derivative · entry 3

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, $1 2/3 Par Value · 2,670 shares

Expires 2019-01-02

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
December 13, 2018 Filed Dec 14, 2018 19:15 UTC WELLS FARGO & COMPANY/MN WFC · Entity 2824 Tax withholdingCommon Stock, $1 2/3 Par Value 1,703 $47.03 $80,092.09
Disclosure

SEC source: 0001127602-18-036269 · form4.xml · nonDerivative · entry 2

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,830

Read SEC document
December 13, 2018 Filed Dec 14, 2018 19:15 UTC WELLS FARGO & COMPANY/MN WFC · Entity 2824 Exercise / conversionCommon Stock, $1 2/3 Par Value 2,670 $30.00 $80,100.00
Disclosure

SEC source: 0001127602-18-036269 · form4.xml · nonDerivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,533

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 01, 2018 Filed Oct 2, 2018 20:24 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units · Derivative 802.7523 $43.60 Strike: $0.00 $35,000.00
Disclosure

SEC source: 0001209191-18-053126 · doc4.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 128,882.1819

Underlying: Southern Company Common Stock · 802.7523 shares

Expires not disclosed

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
October 01, 2018 Filed Jan 2, 2019 23:34 UTC Amendment SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units · Derivative 810.5604 $43.18 Strike: $0.00 $35,000.00
Disclosure

SEC source: 0001209191-19-000450 · doc4a.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 136,580.1548

Underlying: Southern Company Common Stock · 810.5604 shares

Expires not disclosed

F1 · shares: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. Amendment filed to correct the total number of deferred stock units beneficially owned under the Deferred Compensation Plan on October 1, 2018. The price of the derivative security was based on the closing price as of September 28, 2018 rather than October 1, 2018. The correction results in an increase to the total number of deferred stock units beneficially owned.

F2 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F2 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F3 · balance_after: Includes dividends accrued on March 6, June 6, September 6 and December 6, 2018.

Read SEC document
July 02, 2018 Filed Jul 2, 2018 21:45 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units · Derivative 755.7763 $46.31 Strike: $0.00 $35,000.00
Disclosure

SEC source: 0001209191-18-040466 · doc4.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 128,079.4296

Underlying: Southern Company Common Stock · 755.7763 shares

Expires not disclosed

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
April 24, 2018 Filed Apr 26, 2018 15:51 UTC WELLS FARGO & COMPANY/MN WFC · Entity 2824 GrantPhantom Stock Units · Derivative 3,428 $52.51 $180,004.28
Disclosure

SEC source: 0001127602-18-015290 · form4.xml · derivative · entry 2

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 82,003.5096

Underlying: Common Stock, $1 2/3 Par Value · 3,428 shares

Expires not disclosed

F1 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock.

F2 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election.

F2 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election.

Read SEC document
April 02, 2018 Filed Apr 3, 2018 20:21 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units · Derivative 783.6991 $44.66 Strike: $0.00 $35,000.00
Disclosure

SEC source: 0001209191-18-022942 · doc4.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 127,323.6533

Underlying: Southern Company Common Stock · 783.6991 shares

Expires not disclosed

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
January 02, 2018 Filed Jan 3, 2018 22:30 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units · Derivative 727.802 $48.09 Strike: $0.00 $35,000.00
Disclosure

SEC source: 0001209191-18-001161 · doc4.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 125,129.5646

Underlying: Southern Company Common Stock · 727.802 shares

Expires not disclosed

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
October 02, 2017 Filed Oct 2, 2017 18:53 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units · Derivative 712.2507 $49.14 Strike: $0.00 $35,000.00
Disclosure

SEC source: 0001209191-17-054539 · doc4.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 122,935.9068

Underlying: Southern Company Common Stock · 712.2507 shares

Expires not disclosed

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
July 03, 2017 Filed Jul 3, 2017 18:22 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units · Derivative 730.9942 $47.88 Strike: $0.00 $35,000.00
Disclosure

SEC source: 0001209191-17-042769 · doc4.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 120,871.5738

Underlying: Southern Company Common Stock · 730.9942 shares

Expires not disclosed

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
April 25, 2017 Filed Apr 27, 2017 17:04 UTC WELLS FARGO & COMPANY/MN WFC · Entity 2824 GrantPhantom Stock Units · Derivative 3,300 $54.56 $180,048.00
Disclosure

SEC source: 0001127602-17-015653 · form4.xml · derivative · entry 2

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 76,360.8461

Underlying: Common Stock, $1 2/3 Par Value · 3,300 shares

Expires not disclosed

F1 · derivative.exercise_price: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock.

F2 · derivative.exercise_date: Deferred compensation shares payable in installments based upon director's election.

F2 · derivative.expiration_date: Deferred compensation shares payable in installments based upon director's election.

Read SEC document
April 03, 2017 Filed Apr 3, 2017 13:12 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units · Derivative 703.0936 $49.78 Strike: $0.00 $35,000.00
Disclosure

SEC source: 0001209191-17-023986 · doc4.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 118,248.7051

Underlying: Southern Company Common Stock · 703.0936 shares

Expires not disclosed

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

Read SEC document
January 03, 2017 Filed Jan 4, 2017 14:52 UTC SOUTHERN CO SO · Entity 1308 GrantDeferred Stock Units · Derivative 1,270.5835 $49.19 Strike: $0.00 $62,500.00
Disclosure

SEC source: 0001209191-17-000540 · doc4.xml · derivative · entry 1

JAMES DONALD M · CIK 0001188417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 116,750.3114

Underlying: Southern Company Common Stock · 1,270.5835 shares

Expires not disclosed

F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

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.