Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHERN COSO · Entity 1308 | Director | April 01, 2022 | April 04, 2022 |
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, 2022 · Filed April 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 138,918.6774 |
Reported balance
After 2022-04-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-04-01 · Grant · Acquired 607.1236 · Balance 138,918.6774 F1: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date |
Filing footnotes · ownership attribution and instrument terms
F1: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date
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 |
|---|---|---|---|---|---|---|
| April 01, 2022 Filed Apr 4, 2022 20:25 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 607.1236 | $74.12 Strike: $0.00 | $45,000.00 |
DisclosureSEC source: 0001209191-22-022371 · doc4.xml · derivative · entry 1 BARANCO JUANITA P · CIK 0001198001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,918.6774 Underlying: Southern Company Common Stock · 607.1236 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 22:06 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 984.252 | $68.58 Strike: $0.00 | $67,500.00 |
DisclosureSEC source: 0001209191-22-000238 · doc4.xml · derivative · entry 1 BARANCO JUANITA P · CIK 0001198001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,005.4211 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 20:40 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,093.1174 | $61.75 Strike: $0.00 | $67,500.00 |
DisclosureSEC source: 0001209191-21-059013 · doc4.xml · derivative · entry 1 BARANCO JUANITA P · CIK 0001198001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,646.7972 Underlying: Southern Company Common Stock · 1,093.1174 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 21:07 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,097.918 | $61.48 Strike: $0.00 | $67,500.00 |
DisclosureSEC source: 0001209191-21-045069 · doc4.xml · derivative · entry 1 BARANCO JUANITA P · CIK 0001198001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,235.1246 Underlying: Southern Company Common Stock · 1,097.918 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 20:39 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,082.9456 | $62.33 Strike: $0.00 | $67,500.00 |
DisclosureSEC source: 0001209191-21-024632 · doc4.xml · derivative · entry 1 BARANCO JUANITA P · CIK 0001198001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,812.3858 Underlying: Southern Company Common Stock · 1,082.9456 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 22:48 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,098.8117 | $61.43 Strike: $0.00 | $67,500.00 |
DisclosureSEC source: 0001209191-21-000441 · doc4.xml · derivative · entry 1 BARANCO JUANITA P · CIK 0001198001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,362.0238 Underlying: Southern Company Common Stock · 1,098.8117 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 20:26 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,235.8111 | $54.62 Strike: $0.00 | $67,500.00 |
DisclosureSEC source: 0001209191-20-053140 · doc4.xml · derivative · entry 1 BARANCO JUANITA P · CIK 0001198001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,967.5821 Underlying: Southern Company Common Stock · 1,235.8111 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 20:39 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,276.7165 | $52.87 Strike: $0.00 | $67,500.00 |
DisclosureSEC source: 0001209191-20-040366 · doc4.xml · derivative · entry 1 BARANCO JUANITA P · CIK 0001198001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,251.3386 Underlying: Southern Company Common Stock · 1,276.7165 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 01, 2020 Filed Apr 2, 2020 20:30 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,346.2306 | $50.14 Strike: $0.00 | $67,500.00 |
DisclosureSEC source: 0001209191-20-022569 · doc4.xml · derivative · entry 1 BARANCO JUANITA P · CIK 0001198001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,703.5046 Underlying: Southern Company Common Stock · 1,346.2306 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, 2020 Filed Jan 2, 2020 21:43 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,059.6546 | $63.70 Strike: $0.00 | $67,500.00 |
DisclosureSEC source: 0001209191-20-000330 · doc4.xml · derivative · entry 1 BARANCO JUANITA P · CIK 0001198001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,269.9795 Underlying: Southern Company Common Stock · 1,059.6546 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 20:37 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,010.0194 | $61.88 Strike: $0.00 | $62,500.00 |
DisclosureSEC source: 0001209191-19-051730 · doc4.xml · derivative · entry 1 BARANCO JUANITA P · CIK 0001198001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,062.2942 Underlying: Southern Company Common Stock · 1,010.0194 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 21:11 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,139.6791 | $54.84 Strike: $0.00 | $62,500.00 |
DisclosureSEC source: 0001209191-19-040431 · doc4.xml · derivative · entry 1 BARANCO JUANITA P · CIK 0001198001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,879.598 Underlying: Southern Company Common Stock · 1,139.6791 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 01, 2019 Filed Apr 2, 2019 21:39 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,215.7168 | $51.41 Strike: $0.00 | $62,500.00 |
DisclosureSEC source: 0001209191-19-022682 · doc4.xml · derivative · entry 1 BARANCO JUANITA P · CIK 0001198001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,210.225 Underlying: Southern Company Common Stock · 1,215.7168 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 21:52 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,423.0419 | $43.92 Strike: $0.00 | $62,500.00 |
DisclosureSEC source: 0001209191-19-001056 · doc4.xml · derivative · entry 1 BARANCO JUANITA P · CIK 0001198001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,994.5082 Underlying: Southern Company Common Stock · 1,423.0419 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 Oct 2, 2018 20:09 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,433.4862 | $43.60 Strike: $0.00 | $62,500.00 |
DisclosureSEC source: 0001209191-18-053083 · doc4.xml · derivative · entry 1 BARANCO JUANITA P · CIK 0001198001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,887.6318 Underlying: Southern Company Common Stock · 1,433.4862 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 23:27 UTC Amendment | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,447.4294 | $43.18 Strike: $0.00 | $62,500.00 |
DisclosureSEC source: 0001209191-19-000441 · doc4a.xml · derivative · entry 1 BARANCO JUANITA P · CIK 0001198001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,571.4663 Underlying: Southern Company Common Stock · 1,447.4294 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 issued under the Deferred Compensation Plan on October 1, 2018. The price used to determine the number of deferred stock units issued was based on the closing price as of September 28, 2018 rather than October 1, 2018. 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 21:34 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,349.6005 | $46.31 Strike: $0.00 | $62,500.00 |
DisclosureSEC source: 0001209191-18-040448 · doc4.xml · derivative · entry 1 BARANCO JUANITA P · CIK 0001198001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,454.1456 Underlying: Southern Company Common Stock · 1,349.6005 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 02, 2018 Filed Apr 3, 2018 20:16 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,399.4626 | $44.66 Strike: $0.00 | $62,500.00 |
DisclosureSEC source: 0001209191-18-022909 · doc4.xml · derivative · entry 1 BARANCO JUANITA P · CIK 0001198001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,104.5451 Underlying: Southern Company Common Stock · 1,399.4626 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 22:23 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,299.6465 | $48.09 Strike: $0.00 | $62,500.00 |
DisclosureSEC source: 0001209191-18-001147 · doc4.xml · derivative · entry 1 BARANCO JUANITA P · CIK 0001198001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,654.3809 Underlying: Southern Company Common Stock · 1,299.6465 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 18:46 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,271.8763 | $49.14 Strike: $0.00 | $62,500.00 |
DisclosureSEC source: 0001209191-17-054531 · doc4.xml · derivative · entry 1 BARANCO JUANITA P · CIK 0001198001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,235.3082 Underlying: Southern Company Common Stock · 1,271.8763 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 18:11 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,305.3467 | $47.88 Strike: $0.00 | $62,500.00 |
DisclosureSEC source: 0001209191-17-042755 · doc4.xml · derivative · entry 1 BARANCO JUANITA P · CIK 0001198001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,986.2191 Underlying: Southern Company Common Stock · 1,305.3467 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 03, 2017 Filed Apr 3, 2017 12:53 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,255.5243 | $49.78 Strike: $0.00 | $62,500.00 |
DisclosureSEC source: 0001209191-17-023978 · doc4.xml · derivative · entry 1 BARANCO JUANITA P · CIK 0001198001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,688.229 Underlying: Southern Company Common Stock · 1,255.5243 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 14:49 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,270.5835 | $49.19 Strike: $0.00 | $62,500.00 |
DisclosureSEC source: 0001209191-17-000533 · doc4.xml · derivative · entry 1 BARANCO JUANITA P · CIK 0001198001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,451.8222 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 |
| October 01, 2016 Filed Oct 3, 2016 17:34 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,218.3236 | $51.30 Strike: $0.00 | $62,500.00 |
DisclosureSEC source: 0001209191-16-143500 · doc4.xml · derivative · entry 1 BARANCO JUANITA P · CIK 0001198001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,343.8043 Underlying: Southern Company Common Stock · 1,218.3236 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.