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 |
|---|---|---|---|---|---|---|
| June 14, 2017 Filed Jun 15, 2017 17:24 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 25,000 | $51.50 | $1,287,500.00 |
DisclosureSEC source: 0001209191-17-040051 · doc4.xml · nonDerivative · entry 2 Lantrip Mark · CIK 0001600639 · President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,079.609 F1 · acquired: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| June 14, 2017 Filed Jun 15, 2017 17:24 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 25,000 | $41.28 | $1,032,000.00 |
DisclosureSEC source: 0001209191-17-040051 · doc4.xml · nonDerivative · entry 1 Lantrip Mark · CIK 0001600639 · President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,079.609 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 · acquired: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 14:42 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Co Restricted Stock Units · Derivative | 2,032 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-17-010935 · doc4.xml · derivative · entry 1 Lantrip Mark · CIK 0001600639 · President & CEO, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,032 Underlying: Southern Company Common Stock · 2,032 shares Expires not disclosed F1 · security: Restricted Stock Units are payable in Southern Company common stock and vest one-third per year on the first, second, and third anniversary of grant date. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F1 · kind: Restricted Stock Units are payable in Southern Company common stock and vest one-third per year on the first, second, and third anniversary of grant date. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F1 · price: Restricted Stock Units are payable in Southern Company common stock and vest one-third per year on the first, second, and third anniversary of grant date. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F1 · derivative.exercise_date: Restricted Stock Units are payable in Southern Company common stock and vest one-third per year on the first, second, and third anniversary of grant date. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F1 · derivative.expiration_date: Restricted Stock Units are payable in Southern Company common stock and vest one-third per year on the first, second, and third anniversary of grant date. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.