Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHERN COSO · Entity 1308 | Chairman, President & CEO, SCS | February 27, 2021 | March 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 February 27, 2021 · Filed March 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Southern Company Common StockSEC Table I · non-derivative | Direct | 72,934.847 |
Reported balance
After 2021-02-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-02-27 · Exercise / conversion · Acquired 3,014 · Balance 72,934.847 F1: Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 27, 2018. Includes 379 accrued dividend equivalent units. |
| Southern Company Common StockSEC Table I · non-derivative | Direct | 71,567.847 |
Reported balance
After 2021-02-27 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2021-02-27 · Tax withholding · Disposed 1,367 · Balance 71,567.847 F2: Shares withheld to satisfy required state and federal tax withholding requirements. |
| Performance Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2021-02-27 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-02-27 · Exercise / conversion · Disposed 2,635 · Balance 0 F3: Represents final 1/3 of performance restricted stock units granted on February 27, 2018. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements |
| Southern Company Common StockSEC Table I · non-derivative | Indirect401K | 6,545.4628 |
Reported balance
Holding disclosure · report date 2021-02-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,545.4628 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 27, 2018. Includes 379 accrued dividend equivalent units.
F2: Shares withheld to satisfy required state and federal tax withholding requirements.
F3: Represents final 1/3 of performance restricted stock units granted on February 27, 2018. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 27, 2021 Filed Mar 2, 2021 21:52 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,635 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016141 · doc4.xml · derivative · entry 4 Lantrip Mark · CIK 0001600639 · Chairman, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 2,635 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Represents final 1/3 of performance restricted stock units granted on February 27, 2018. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements F3 · derivative.exercise_date: Represents final 1/3 of performance restricted stock units granted on February 27, 2018. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements F3 · derivative.expiration_date: Represents final 1/3 of performance restricted stock units granted on February 27, 2018. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:52 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,367 | $56.72 | $77,536.24 |
DisclosureSEC source: 0001209191-21-016141 · doc4.xml · nonDerivative · entry 2 Lantrip Mark · CIK 0001600639 · Chairman, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,567.847 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:52 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016141 · doc4.xml · nonDerivative · entry 1 Lantrip Mark · CIK 0001600639 · Chairman, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,934.847 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 27, 2018. Includes 379 accrued dividend equivalent units. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:38 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 17,092 | $60.10 | $1,027,229.20 |
DisclosureSEC source: 0001209191-21-011283 · doc4.xml · nonDerivative · entry 2 Lantrip Mark · CIK 0001600639 · Chairman, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,920.847 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:38 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 37,687 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-011283 · doc4.xml · nonDerivative · entry 1 Lantrip Mark · CIK 0001600639 · Chairman, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,012.847 F1 · security: Shares acquired upon vesting of performance share units under the Company's Performance Share Program for the 2018-2020 award. The Compensation and Management Succession Committee certified performance on February 12, 2021. Includes accrued dividend equivalent units. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:54 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,535 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010807 · doc4.xml · derivative · entry 4 Lantrip Mark · CIK 0001600639 · Chairman, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,536 Underlying: Southern Company Common Stock · 2,535 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Represents performance restricted stock units granted on February 11, 2019. The remaining 1/3 of the award will vest in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents performance restricted stock units granted on February 11, 2019. The remaining 1/3 of the award will vest in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents performance restricted stock units granted on February 11, 2019. The remaining 1/3 of the award will vest in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:54 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,253 | $61.29 | $76,796.37 |
DisclosureSEC source: 0001209191-21-010807 · doc4.xml · nonDerivative · entry 2 Lantrip Mark · CIK 0001600639 · Chairman, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,325.847 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:54 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 2,761 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010807 · doc4.xml · nonDerivative · entry 1 Lantrip Mark · CIK 0001600639 · Chairman, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,578.847 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 11, 2019. Includes 226 accrued dividend equivalent units. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:17 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 1,893 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008197 · doc4.xml · derivative · entry 4 Lantrip Mark · CIK 0001600639 · Chairman, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,786 Underlying: Southern Company Common Stock · 1,893 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Represents performance share units granted on February 11, 2020. The Compensation and Management Succession Committee certified performance on February 3, 2021 and the first 1/3 vested. The remaining award will vest 1/3 in 2022 and 1/3 in 2023. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents performance share units granted on February 11, 2020. The Compensation and Management Succession Committee certified performance on February 3, 2021 and the first 1/3 vested. The remaining award will vest 1/3 in 2022 and 1/3 in 2023. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents performance share units granted on February 11, 2020. The Compensation and Management Succession Committee certified performance on February 3, 2021 and the first 1/3 vested. The remaining award will vest 1/3 in 2022 and 1/3 in 2023. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:17 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 968 | $59.45 | $57,547.60 |
DisclosureSEC source: 0001209191-21-008197 · doc4.xml · nonDerivative · entry 2 Lantrip Mark · CIK 0001600639 · Chairman, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,817.847 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:17 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008197 · doc4.xml · nonDerivative · entry 1 Lantrip Mark · CIK 0001600639 · Chairman, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,785.847 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 11, 2020. The Compensation Committee and Management Succession Committee certified performance on February 3, 2021. Includes 82 accrued dividend equivalent units. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 21:58 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,634 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014548 · doc4.xml · derivative · entry 4 Lantrip Mark · CIK 0001600639 · Chair, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,635 Underlying: Southern Company Common Stock · 2,634 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Represents performance restricted stock units granted on February 27, 2018. The remaining 1/3 award will vest in 2021. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents performance restricted stock units granted on February 27, 2018. The remaining 1/3 award will vest in 2021. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents performance restricted stock units granted on February 27, 2018. The remaining 1/3 award will vest in 2021. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 21:58 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,299 | $62.88 | $81,681.12 |
DisclosureSEC source: 0001209191-20-014548 · doc4.xml · nonDerivative · entry 2 Lantrip Mark · CIK 0001600639 · Chair, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,119.59 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 21:58 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 2,863 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014548 · doc4.xml · nonDerivative · entry 1 Lantrip Mark · CIK 0001600639 · Chair, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,418.59 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 27, 2018. Includes 229 accrued dividend equivalent units. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:53 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,255 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010218 · doc4.xml · derivative · entry 7 Lantrip Mark · CIK 0001600639 · Chair, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 2,255 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Represents final 1/3 of performance restricted stock units granted on February 13, 2017. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents final 1/3 of performance restricted stock units granted on February 13, 2017. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents final 1/3 of performance restricted stock units granted on February 13, 2017. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:53 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 678 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010218 · doc4.xml · derivative · entry 6 Lantrip Mark · CIK 0001600639 · Chair, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 678 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2020, the remaining 678 RSUs and 103 dividend equivalent units vested. F3 · derivative.exercise_date: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2020, the remaining 678 RSUs and 103 dividend equivalent units vested. F3 · derivative.expiration_date: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2020, the remaining 678 RSUs and 103 dividend equivalent units vested. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:53 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 355 | $69.54 | $24,686.70 |
DisclosureSEC source: 0001209191-20-010218 · doc4.xml · nonDerivative · entry 4 Lantrip Mark · CIK 0001600639 · Chair, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,555.59 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:53 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 781 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010218 · doc4.xml · nonDerivative · entry 3 Lantrip Mark · CIK 0001600639 · Chair, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,910.59 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2020, the remaining 678 RSUs and 103 dividend equivalent units vested. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:53 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,177 | $69.54 | $81,848.58 |
DisclosureSEC source: 0001209191-20-010218 · doc4.xml · nonDerivative · entry 2 Lantrip Mark · CIK 0001600639 · Chair, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,129.59 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:53 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 2,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010218 · doc4.xml · nonDerivative · entry 1 Lantrip Mark · CIK 0001600639 · Chair, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,306.59 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of the final 1/3 of performance restricted stock units granted on February 13, 2017. Includes 338 accrued dividend equivalent units. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:10 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,536 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009331 · doc4.xml · derivative · entry 6 Lantrip Mark · CIK 0001600639 · Chair, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,071 Underlying: Southern Company Common Stock · 2,536 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Represents performance restricted stock units granted on February 11, 2019. The Compensation and Management Succession Committee certified performance on February 11, 2020 and the first 1/3 vested. The remaining award will vest 1/3 in 2021 and 1/3 in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents performance restricted stock units granted on February 11, 2019. The Compensation and Management Succession Committee certified performance on February 11, 2020 and the first 1/3 vested. The remaining award will vest 1/3 in 2021 and 1/3 in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents performance restricted stock units granted on February 11, 2019. The Compensation and Management Succession Committee certified performance on February 11, 2020 and the first 1/3 vested. The remaining award will vest 1/3 in 2021 and 1/3 in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:10 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,217 | $68.59 | $83,474.03 |
DisclosureSEC source: 0001209191-20-009331 · doc4.xml · nonDerivative · entry 4 Lantrip Mark · CIK 0001600639 · Chair, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,713.59 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:10 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 2,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009331 · doc4.xml · nonDerivative · entry 3 Lantrip Mark · CIK 0001600639 · Chair, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,930.59 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 11, 2019. The Compensation Committee and Management Succession Committee certified performance on February 11, 2020. Includes 113 accrued dividend equivalent units. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:10 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 11,013 | $68.59 | $755,381.67 |
DisclosureSEC source: 0001209191-20-009331 · doc4.xml · nonDerivative · entry 2 Lantrip Mark · CIK 0001600639 · Chair, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,281.59 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:10 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 24,282 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009331 · doc4.xml · nonDerivative · entry 1 Lantrip Mark · CIK 0001600639 · Chair, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,294.59 F1 · security: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2017-2019 award. The Compensation and Management Succession Committee certified performance on February 11, 2020. Includes accrued dividend equivalent units. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:20 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,255 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010703 · doc4.xml · derivative · entry 7 Lantrip Mark · CIK 0001600639 · Chair, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,255 Underlying: Southern Company Common Stock · 2,255 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Represents performance restricted stock units granted on February 13, 2017. The remaining portion of the award will vest in 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · price: Represents performance restricted stock units granted on February 13, 2017. The remaining portion of the award will vest in 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents performance restricted stock units granted on February 13, 2017. The remaining portion of the award will vest in 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents performance restricted stock units granted on February 13, 2017. The remaining portion of the award will vest in 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:20 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 677 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010703 · doc4.xml · derivative · entry 6 Lantrip Mark · CIK 0001600639 · Chair, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 678 Underlying: Southern Company Common Stock · 677 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2019, 677 RSUs and 68 dividend equivalent units vested. F3 · price: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2019, 677 RSUs and 68 dividend equivalent units vested. F3 · derivative.exercise_date: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2019, 677 RSUs and 68 dividend equivalent units vested. F3 · derivative.expiration_date: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2019, 677 RSUs and 68 dividend equivalent units vested. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:20 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 339 | $49.22 | $16,685.58 |
DisclosureSEC source: 0001209191-19-010703 · doc4.xml · nonDerivative · entry 4 Lantrip Mark · CIK 0001600639 · Chair, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,919.026 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:20 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 745 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010703 · doc4.xml · nonDerivative · entry 3 Lantrip Mark · CIK 0001600639 · Chair, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,258.026 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2019, 677 RSUs and 68 dividend equivalent units vested. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:20 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,127 | $49.22 | $55,470.94 |
DisclosureSEC source: 0001209191-19-010703 · doc4.xml · nonDerivative · entry 2 Lantrip Mark · CIK 0001600639 · Chair, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,513.026 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:20 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 2,483 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010703 · doc4.xml · nonDerivative · entry 1 Lantrip Mark · CIK 0001600639 · Chair, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,640.026 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 13, 2017. The Compensation and Management Succession Committee certified performance on February 13, 2018. Includes 228 accrued dividend equivalent units. Read SEC document |
| February 12, 2019 Filed Feb 13, 2019 22:45 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 33,000 | $0.00 Strike: $41.28 | $0.00 |
DisclosureSEC source: 0001209191-19-009825 · doc4.xml · derivative · entry 3 Lantrip Mark · CIK 0001600639 · Chair, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,909 Underlying: Southern Company Common Stock · 33,000 shares Expires 2024-02-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| February 12, 2019 Filed Feb 13, 2019 22:45 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 33,000 | $49.50 | $1,633,500.00 |
DisclosureSEC source: 0001209191-19-009825 · doc4.xml · nonDerivative · entry 2 Lantrip Mark · CIK 0001600639 · Chair, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,157.026 Read SEC document |
| February 12, 2019 Filed Feb 13, 2019 22:45 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 33,000 | $41.28 | $1,362,240.00 |
DisclosureSEC source: 0001209191-19-009825 · doc4.xml · nonDerivative · entry 1 Lantrip Mark · CIK 0001600639 · Chair, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,157.026 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:44 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,634 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009819 · doc4.xml · derivative · entry 6 Lantrip Mark · CIK 0001600639 · Chair, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,269 Underlying: Southern Company Common Stock · 2,634 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Represents performance restricted stock units granted on February 27, 2018. The Compensation and Management Succession Committee certified performance on February 11, 2019 and the first 1/3 vested. The remaining award will vest 1/3 in 2020 and 1/3 in 2021. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · price: Represents performance restricted stock units granted on February 27, 2018. The Compensation and Management Succession Committee certified performance on February 11, 2019 and the first 1/3 vested. The remaining award will vest 1/3 in 2020 and 1/3 in 2021. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents performance restricted stock units granted on February 27, 2018. The Compensation and Management Succession Committee certified performance on February 11, 2019 and the first 1/3 vested. The remaining award will vest 1/3 in 2020 and 1/3 in 2021. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents performance restricted stock units granted on February 27, 2018. The Compensation and Management Succession Committee certified performance on February 11, 2019 and the first 1/3 vested. The remaining award will vest 1/3 in 2020 and 1/3 in 2021. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:44 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 9,720 | $49.24 | $478,612.80 |
DisclosureSEC source: 0001209191-19-009819 · doc4.xml · nonDerivative · entry 4 Lantrip Mark · CIK 0001600639 · Chair, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,157.026 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:44 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 21,962 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009819 · doc4.xml · nonDerivative · entry 3 Lantrip Mark · CIK 0001600639 · Chair, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,877.026 F3 · security: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2016-2018 award. The Compensation and Management Succession Committee certified performance on February 11, 2019. Includes accrued dividend equivalent units. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:44 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,206 | $49.24 | $59,383.44 |
DisclosureSEC source: 0001209191-19-009819 · doc4.xml · nonDerivative · entry 2 Lantrip Mark · CIK 0001600639 · Chair, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,915.026 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:44 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 2,741 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009819 · doc4.xml · nonDerivative · entry 1 Lantrip Mark · CIK 0001600639 · Chair, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,121.026 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 27, 2018. The Compensation and Management Succession Committee certified performance on February 11, 2019. Includes 107 accrued dividend equivalent units. Read SEC document |
| December 04, 2018 Filed Dec 6, 2018 22:27 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 9,000 | $47.58 | $428,207.40 |
DisclosureSEC source: 0001209191-18-061349 · doc4.xml · nonDerivative · entry 1 Lantrip Mark · CIK 0001600639 · Chair, President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,380.026 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.50 to $47.58050, inclusive. The reporting person undertakes to provide to Southern Company, any security holder of Southern Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (1) to this Form 4. Read SEC document |
| September 06, 2018 Filed Sep 10, 2018 21:17 UTC | SOUTHERN CO SO · Entity 1308 | OtherPhantom Stock Units · Derivative | 15,267.9025 | $44.66 Strike: $0.00 | $681,864.53 |
DisclosureSEC source: 0001209191-18-050312 · doc4.xml · derivative · entry 1 Lantrip Mark · CIK 0001600639 · President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 15,267.9025 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. There is no exercise or expiration date. This transaction represents a transfer from the phantom stock account into an alternative investment account, which is permitted under the Company's Deferred Compensation Plan at any time. F1 · derivative.exercise_date: Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. There is no exercise or expiration date. This transaction represents a transfer from the phantom stock account into an alternative investment account, which is permitted under the Company's Deferred Compensation Plan at any time. F1 · derivative.expiration_date: Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. There is no exercise or expiration date. This transaction represents a transfer from the phantom stock account into an alternative investment account, which is permitted under the Company's Deferred Compensation Plan at any time. Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 22:45 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 677 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010050 · doc4.xml · derivative · entry 3 Lantrip Mark · CIK 0001600639 · President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,355 Underlying: Southern Company Common Stock · 677 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2018, 677 RSUs and 30 dividend equivalent units vested. F1 · price: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2018, 677 RSUs and 30 dividend equivalent units vested. F1 · derivative.exercise_date: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2018, 677 RSUs and 30 dividend equivalent units vested. F1 · derivative.expiration_date: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2018, 677 RSUs and 30 dividend equivalent units vested. Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 22:45 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 216 | $44.62 | $9,637.92 |
DisclosureSEC source: 0001209191-18-010050 · doc4.xml · nonDerivative · entry 2 Lantrip Mark · CIK 0001600639 · President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,380.026 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 22:45 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 707 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010050 · doc4.xml · nonDerivative · entry 1 Lantrip Mark · CIK 0001600639 · President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,596.026 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2018, 677 RSUs and 30 dividend equivalent units vested. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:44 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,256 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010048 · doc4.xml · derivative · entry 5 Lantrip Mark · CIK 0001600639 · President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,510 Underlying: Southern Company Common Stock · 2,256 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Represents performance restricted stock units granted on February 13, 2017. The Compensation and Management Succession Committee certified performance on February 12, 2018 and the first 1/3 vested. The remaining award will vest 1/3 in 2019 and 1/3 in 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · price: Represents performance restricted stock units granted on February 13, 2017. The Compensation and Management Succession Committee certified performance on February 12, 2018 and the first 1/3 vested. The remaining award will vest 1/3 in 2019 and 1/3 in 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents performance restricted stock units granted on February 13, 2017. The Compensation and Management Succession Committee certified performance on February 12, 2018 and the first 1/3 vested. The remaining award will vest 1/3 in 2019 and 1/3 in 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents performance restricted stock units granted on February 13, 2017. The Compensation and Management Succession Committee certified performance on February 12, 2018 and the first 1/3 vested. The remaining award will vest 1/3 in 2019 and 1/3 in 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:44 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 4,438 | $44.68 | $198,289.84 |
DisclosureSEC source: 0001209191-18-010048 · doc4.xml · nonDerivative · entry 4 Lantrip Mark · CIK 0001600639 · President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,889.026 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:44 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 14,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010048 · doc4.xml · nonDerivative · entry 3 Lantrip Mark · CIK 0001600639 · President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,327.026 F3 · security: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2015-2017 award. The Compensation and Management Succession Committee certified performance on February 12, 2018. Includes accrued dividend equivalent units. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:44 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 776 | $44.68 | $34,671.68 |
DisclosureSEC source: 0001209191-18-010048 · doc4.xml · nonDerivative · entry 2 Lantrip Mark · CIK 0001600639 · President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,694.026 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:44 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 2,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010048 · doc4.xml · nonDerivative · entry 1 Lantrip Mark · CIK 0001600639 · President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,470.026 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 13, 2017. The Compensation and Management Succession Committee certified performance on February 12, 2018. Includes 103 accrued dividend equivalent units. Read SEC document |
| June 14, 2017 Filed Jun 15, 2017 17:24 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 25,000 | $0.00 Strike: $41.28 | $0.00 |
DisclosureSEC source: 0001209191-17-040051 · doc4.xml · derivative · entry 4 Lantrip Mark · CIK 0001600639 · President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,909 Underlying: Southern Company Common Stock · 25,000 shares Expires 2024-02-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. F2 · security: Options vest 33% per year on the anniversary of the grant date. F3 · security: Includes the right to have shares withheld upon exercise to satisfy tax withholding obligations. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.