Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BancorpSouth IncBXS · Entity 107251 | Director | May 01, 2017 | May 01, 2017 |
| SOUTHERN COSO · Entity 1308 | Director | April 02, 2018 | April 03, 2018 |
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.
BancorpSouth Inc
Report date May 01, 2017 · Filed May 01, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,655 |
Reported balance
After 2017-05-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-05-01 · Grant · Acquired 1,655 · Balance 1,655 F1: These shares were granted to the Reporting Person on May 1, 2017, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. These shares will vest upon the date of the first annual shareholders' meeting of the Company, on or around April 25, 2018, that follows the date this Award is granted. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were granted to the Reporting Person on May 1, 2017, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. These shares will vest upon the date of the first annual shareholders' meeting of the Company, on or around April 25, 2018, that follows the date this Award is granted.
SOUTHERN CO
Report date April 02, 2018 · Filed April 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 70,330.3567 |
Reported balance
After 2018-04-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-04-02 · Grant · Acquired 932.9601 · Balance 70,330.3567 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 02, 2018 Filed Apr 3, 2018 20:20 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 932.9601 | $44.66 Strike: $0.00 | $41,666.00 |
DisclosureSEC source: 0001209191-18-022937 · doc4.xml · derivative · entry 1 Hood Warren A Jr · CIK 0001297575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,330.3567 Underlying: Southern Company Common Stock · 932.9601 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 22:29 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,299.6465 | $48.09 Strike: $0.00 | $62,500.00 |
DisclosureSEC source: 0001209191-18-001158 · doc4.xml · derivative · entry 1 Hood Warren A Jr · CIK 0001297575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,643.1484 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 18:51 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,271.8763 | $49.14 Strike: $0.00 | $62,500.00 |
DisclosureSEC source: 0001209191-17-054537 · doc4.xml · derivative · entry 1 Hood Warren A Jr · CIK 0001297575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,526.6534 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 18:19 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,305.3467 | $47.88 Strike: $0.00 | $62,500.00 |
DisclosureSEC source: 0001209191-17-042764 · doc4.xml · derivative · entry 1 Hood Warren A Jr · CIK 0001297575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,567.8315 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 |
| May 01, 2017 Filed May 1, 2017 13:48 UTC | BancorpSouth Inc BXS · Entity 107251 | GrantRestricted Stock Units · Derivative | 1,655 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008640 · doc4.xml · derivative · entry 1 Hood Warren A Jr · CIK 0001297575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,655 Underlying: Common Stock · 1,655 shares Expires not disclosed F1 · derivative.exercise_price: These shares were granted to the Reporting Person on May 1, 2017, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. These shares will vest upon the date of the first annual shareholders' meeting of the Company, on or around April 25, 2018, that follows the date this Award is granted. F1 · shares: These shares were granted to the Reporting Person on May 1, 2017, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. These shares will vest upon the date of the first annual shareholders' meeting of the Company, on or around April 25, 2018, that follows the date this Award is granted. F1 · derivative.exercise_date: These shares were granted to the Reporting Person on May 1, 2017, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. These shares will vest upon the date of the first annual shareholders' meeting of the Company, on or around April 25, 2018, that follows the date this Award is granted. F1 · derivative.expiration_date: These shares were granted to the Reporting Person on May 1, 2017, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. These shares will vest upon the date of the first annual shareholders' meeting of the Company, on or around April 25, 2018, that follows the date this Award is granted. Read SEC document |
| April 26, 2017 Filed Apr 26, 2017 17:09 UTC | BancorpSouth Inc BXS · Entity 107251 | Exercise / conversionRestricted Stock Units · Derivative | 2,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008433 · doc4.xml · derivative · entry 2 Hood Warren A Jr · CIK 0001297575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,252 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: These shares were granted to the Reporting Person on May 2, 2016, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. Theses shares will vest upon the date of the first annual shareholders' meeting of the Company that follows the date this Award is granted. F1 · derivative.exercise_price: These shares were granted to the Reporting Person on May 2, 2016, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. Theses shares will vest upon the date of the first annual shareholders' meeting of the Company that follows the date this Award is granted. F1 · price: These shares were granted to the Reporting Person on May 2, 2016, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. Theses shares will vest upon the date of the first annual shareholders' meeting of the Company that follows the date this Award is granted. F1 · derivative.exercise_date: These shares were granted to the Reporting Person on May 2, 2016, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. Theses shares will vest upon the date of the first annual shareholders' meeting of the Company that follows the date this Award is granted. F1 · derivative.expiration_date: These shares were granted to the Reporting Person on May 2, 2016, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. Theses shares will vest upon the date of the first annual shareholders' meeting of the Company that follows the date this Award is granted. Read SEC document |
| April 26, 2017 Filed Apr 26, 2017 17:09 UTC | BancorpSouth Inc BXS · Entity 107251 | Exercise / conversionCommon Stock | 2,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008433 · doc4.xml · nonDerivative · entry 1 Hood Warren A Jr · CIK 0001297575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,707.8307 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 · shares: These shares were granted to the Reporting Person on May 2, 2016, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. Theses shares will vest upon the date of the first annual shareholders' meeting of the Company that follows the date this Award is granted. F1 · price: These shares were granted to the Reporting Person on May 2, 2016, as restricted stock units under the BancorpSouth, Inc. 1995 Non-Qualified Stock Option Plan for Non-employee Directors. Theses shares will vest upon the date of the first annual shareholders' meeting of the Company that follows the date this Award is granted. Read SEC document |
| April 03, 2017 Filed Apr 3, 2017 13:01 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,255.5243 | $49.78 Strike: $0.00 | $62,500.00 |
DisclosureSEC source: 0001209191-17-023984 · doc4.xml · derivative · entry 1 Hood Warren A Jr · CIK 0001297575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,550.044 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 14:51 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,270.5835 | $49.19 Strike: $0.00 | $62,500.00 |
DisclosureSEC source: 0001209191-17-000538 · doc4.xml · derivative · entry 1 Hood Warren A Jr · CIK 0001297575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,610.0655 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 17:40 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,218.3236 | $51.30 Strike: $0.00 | $62,500.00 |
DisclosureSEC source: 0001209191-16-143505 · doc4.xml · derivative · entry 1 Hood Warren A Jr · CIK 0001297575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,766.0708 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.