Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHERN COSO · Entity 1308 | Director | April 01, 2021 | April 02, 2021 |
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, 2021 · Filed April 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 49,810.4963 |
Reported balance
After 2021-04-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-04-01 · Grant · Acquired 427.8304 · Balance 49,810.4963 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, 2021 Filed Apr 2, 2021 20:38 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 427.8304 | $62.33 Strike: $0.00 | $26,666.67 |
DisclosureSEC source: 0001209191-21-024629 · doc4.xml · derivative · entry 1 BOSCIA JON A · CIK 0001157628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,810.4963 Underlying: Southern Company Common Stock · 427.8304 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 22:23 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 651.1476 | $61.43 Strike: $0.00 | $40,000.00 |
DisclosureSEC source: 0001209191-21-000407 · doc4.xml · derivative · entry 1 BOSCIA JON A · CIK 0001157628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,858.1032 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 20:27 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 732.3325 | $54.62 Strike: $0.00 | $40,000.00 |
DisclosureSEC source: 0001209191-20-053142 · doc4.xml · derivative · entry 1 BOSCIA JON A · CIK 0001157628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,712.2874 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 20:41 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 756.5727 | $52.87 Strike: $0.00 | $40,000.00 |
DisclosureSEC source: 0001209191-20-040381 · doc4.xml · derivative · entry 1 BOSCIA JON A · CIK 0001157628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,417.8467 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 01, 2020 Filed Apr 2, 2020 20:32 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 797.7663 | $50.14 Strike: $0.00 | $40,000.00 |
DisclosureSEC source: 0001209191-20-022572 · doc4.xml · derivative · entry 1 BOSCIA JON A · CIK 0001157628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,181.4972 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 |
| January 02, 2020 Filed Jan 2, 2020 21:44 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 627.9435 | $63.70 Strike: $0.00 | $40,000.00 |
DisclosureSEC source: 0001209191-20-000335 · doc4.xml · derivative · entry 1 BOSCIA JON A · CIK 0001157628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,975.9977 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 20:40 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 565.6109 | $61.88 Strike: $0.00 | $35,000.00 |
DisclosureSEC source: 0001209191-19-051741 · doc4.xml · derivative · entry 1 BOSCIA JON A · CIK 0001157628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,919.8231 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 21:12 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 638.2203 | $54.84 Strike: $0.00 | $35,000.00 |
DisclosureSEC source: 0001209191-19-040437 · doc4.xml · derivative · entry 1 BOSCIA JON A · CIK 0001157628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,918.7295 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 01, 2019 Filed Apr 2, 2019 21:40 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 680.8014 | $51.41 Strike: $0.00 | $35,000.00 |
DisclosureSEC source: 0001209191-19-022684 · doc4.xml · derivative · entry 1 BOSCIA JON A · CIK 0001157628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,348.6945 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 21:56 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 796.9035 | $43.92 Strike: $0.00 | $35,000.00 |
DisclosureSEC source: 0001209191-19-001082 · doc4.xml · derivative · entry 1 BOSCIA JON A · CIK 0001157628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,667.8931 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 |
| October 01, 2018 Filed Oct 2, 2018 20:10 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 802.7523 | $43.60 Strike: $0.00 | $35,000.00 |
DisclosureSEC source: 0001209191-18-053086 · doc4.xml · derivative · entry 1 BOSCIA JON A · CIK 0001157628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,198.265 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 23:30 UTC Amendment | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 810.5604 | $43.18 Strike: $0.00 | $35,000.00 |
DisclosureSEC source: 0001209191-19-000447 · doc4a.xml · derivative · entry 1 BOSCIA JON A · CIK 0001157628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,870.9896 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 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 21:41 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 755.7763 | $46.31 Strike: $0.00 | $35,000.00 |
DisclosureSEC source: 0001209191-18-040458 · doc4.xml · derivative · entry 1 BOSCIA JON A · CIK 0001157628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,395.5127 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 02, 2018 Filed Apr 3, 2018 20:17 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 783.6991 | $44.66 Strike: $0.00 | $35,000.00 |
DisclosureSEC source: 0001209191-18-022914 · doc4.xml · derivative · entry 1 BOSCIA JON A · CIK 0001157628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,639.7364 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 22:24 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 727.802 | $48.09 Strike: $0.00 | $35,000.00 |
DisclosureSEC source: 0001209191-18-001148 · doc4.xml · derivative · entry 1 BOSCIA JON A · CIK 0001157628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,361.3536 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 18:47 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 712.2507 | $49.14 Strike: $0.00 | $35,000.00 |
DisclosureSEC source: 0001209191-17-054532 · doc4.xml · derivative · entry 1 BOSCIA JON A · CIK 0001157628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,362.4203 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 18:13 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 730.9942 | $47.88 Strike: $0.00 | $35,000.00 |
DisclosureSEC source: 0001209191-17-042756 · doc4.xml · derivative · entry 1 BOSCIA JON A · CIK 0001157628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,320.7197 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 03, 2017 Filed Apr 3, 2017 12:54 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 703.0936 | $49.78 Strike: $0.00 | $35,000.00 |
DisclosureSEC source: 0001209191-17-023979 · doc4.xml · derivative · entry 1 BOSCIA JON A · CIK 0001157628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,244.083 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 14:49 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 711.5267 | $49.19 Strike: $0.00 | $35,000.00 |
DisclosureSEC source: 0001209191-17-000534 · doc4.xml · derivative · entry 1 BOSCIA JON A · CIK 0001157628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,214.1069 Underlying: Southern Company Common Stock · 711.5267 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 17:35 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 682.2612 | $51.30 Strike: $0.00 | $35,000.00 |
DisclosureSEC source: 0001209191-16-143501 · doc4.xml · derivative · entry 1 BOSCIA JON A · CIK 0001157628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,231.7152 Underlying: Southern Company Common Stock · 682.2612 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.