Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| REGIONS FINANCIAL CORPRF · Entity 3186 | Director | July 15, 2026 | July 17, 2026 |
| SOUTHERN COSO · Entity 1308 | Chairman, President & CEO, APC | February 13, 2022 | February 15, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
REGIONS FINANCIAL CORP
Report date July 15, 2026 · Filed July 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 23,280.7344 |
Reported balance
After 2026-07-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-15 · Grant · Acquired 992.6938 · Balance 23,280.7344 F1: Each share of phantom stock represents the right to the cash value of one share of Regions' common stock. F2: The reporting person has elected to receive shares of phantom stock in lieu of cash compensation payable pursuant to Regions' Director Compensation Program. The shares of phantom stock are accrued under Regions' Directors' Deferred Investment Plan on the date such fees would otherwise be payable (i.e., quarterly, in arrears). F3: Shares of phantom stock are payable in cash in a lump sum or up to 10 annual installments, at the election of the reporting person, within 30 days after the close of the plan year in which the reporting person terminates service as a director. F4: Includes quarterly cash dividends that have been deemed reinvested in phantom stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock represents the right to the cash value of one share of Regions' common stock.
F2: The reporting person has elected to receive shares of phantom stock in lieu of cash compensation payable pursuant to Regions' Director Compensation Program. The shares of phantom stock are accrued under Regions' Directors' Deferred Investment Plan on the date such fees would otherwise be payable (i.e., quarterly, in arrears).
F3: Shares of phantom stock are payable in cash in a lump sum or up to 10 annual installments, at the election of the reporting person, within 30 days after the close of the plan year in which the reporting person terminates service as a director.
F4: Includes quarterly cash dividends that have been deemed reinvested in phantom stock.
SOUTHERN CO
Report date February 13, 2022 · Filed February 15, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Southern Company Common StockSEC Table I · non-derivative | Direct | 155,020 |
Reported balance
After 2022-02-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-02-13 · Exercise / conversion · Acquired 4,255 · Balance 155,020 F1: Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 3, 2021. The Compensation Committee and Management Succession Committee certified performance on February 13, 2022. Includes 171 accrued dividend equivalent units. |
| Southern Company Common StockSEC Table I · non-derivative | Direct | 153,132 |
Reported balance
After 2022-02-13 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2022-02-13 · Tax withholding · Disposed 1,888 · Balance 153,132 F2: Shares withheld to satisfy required state and federal tax withholding requirements. |
| Southern Company Common StockSEC Table I · non-derivative | Direct | 226,783 |
Reported balance
After 2022-02-13 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2022-02-13 · Grant · Acquired 73,651 · Balance 226,783 F3: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2019-2021 award. The Compensation and Management Succession Committee certified performance on February 13, 2022. Includes accrued dividend equivalent units. |
| Southern Company Common StockSEC Table I · non-derivative | Direct | 194,118 |
Reported balance
After 2022-02-13 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2022-02-13 · Tax withholding · Disposed 32,665 · Balance 194,118 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 | 8,168 |
Reported balance
After 2022-02-13 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2022-02-13 · Exercise / conversion · Disposed 4,084 · Balance 8,168 F4: Represents first 1/3 of performance restricted stock units granted on February 3, 2021. The remaining award will vest 1/3 in 2023 and 1/3 in 2024. Each 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. |
| Southern Company Common StockSEC Table I · non-derivative | IndirectBy 401(k) Trustee | 16,138.2906 |
Reported balance
Holding disclosure · report date 2022-02-13 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 16,138.2906 |
| Southern Company Common StockSEC Table I · non-derivative | IndirectBy Son | 100 |
Reported balance
Holding disclosure · report date 2022-02-13 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 100 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 3, 2021. The Compensation Committee and Management Succession Committee certified performance on February 13, 2022. Includes 171 accrued dividend equivalent units.
F2: Shares withheld to satisfy required state and federal tax withholding requirements.
F3: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2019-2021 award. The Compensation and Management Succession Committee certified performance on February 13, 2022. Includes accrued dividend equivalent units.
F4: Represents first 1/3 of performance restricted stock units granted on February 3, 2021. The remaining award will vest 1/3 in 2023 and 1/3 in 2024. Each 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.
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 |
|---|---|---|---|---|---|---|
| July 15, 2026 Filed Jul 17, 2026 20:19 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | GrantPhantom Stock · Derivative | 992.6938 | $31.48 | $31,250.00 |
DisclosureSEC source: 0001426400-26-000007 · wk-form4_1784319596.xml · derivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,280.7344 Underlying: Common Stock · 992.6938 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to the cash value of one share of Regions' common stock. F2 · kind: The reporting person has elected to receive shares of phantom stock in lieu of cash compensation payable pursuant to Regions' Director Compensation Program. The shares of phantom stock are accrued under Regions' Directors' Deferred Investment Plan on the date such fees would otherwise be payable (i.e., quarterly, in arrears). F3 · derivative.exercise_date: Shares of phantom stock are payable in cash in a lump sum or up to 10 annual installments, at the election of the reporting person, within 30 days after the close of the plan year in which the reporting person terminates service as a director. F3 · derivative.expiration_date: Shares of phantom stock are payable in cash in a lump sum or up to 10 annual installments, at the election of the reporting person, within 30 days after the close of the plan year in which the reporting person terminates service as a director. F4 · balance_after: Includes quarterly cash dividends that have been deemed reinvested in phantom stock. Read SEC document |
| May 11, 2026 Filed May 13, 2026 20:20 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | GrantRestricted Stock Units · Derivative | 5,404 | $0.00 | $0.00 |
DisclosureSEC source: 0001426400-26-000005 · wk-form4_1778703630.xml · derivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,808.3951 Underlying: Common Stock · 5,404 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: The restricted stock units vest on the date of the 2027 Annual Meeting of Shareholders, subject to a service requirement, and will be settled in shares of common stock upon the reporting person's termination of service as a director in accordance with the reporting person's irrevocable deferral election under the Regions Financial Corporation Directors' Deferred Restricted Stock Unit Plan. F2 · derivative.expiration_date: The restricted stock units vest on the date of the 2027 Annual Meeting of Shareholders, subject to a service requirement, and will be settled in shares of common stock upon the reporting person's termination of service as a director in accordance with the reporting person's irrevocable deferral election under the Regions Financial Corporation Directors' Deferred Restricted Stock Unit Plan. F3 · balance_after: Includes quarterly cash dividends that have been reinvested in restricted stock units. Read SEC document |
| April 15, 2026 Filed Apr 16, 2026 21:07 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | GrantPhantom Stock · Derivative | 1,122.0826 | $27.85 | $31,250.00 |
DisclosureSEC source: 0001426400-26-000003 · wk-form4_1776373621.xml · derivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,097.9125 Underlying: Common Stock · 1,122.0826 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to the cash value of one share of Regions' common stock. F2 · kind: The reporting person has elected to receive shares of phantom stock in lieu of cash compensation payable pursuant to Regions' Director Compensation Program. The shares of phantom stock are accrued under Regions' Directors' Deferred Investment Plan on the date such fees would otherwise be payable (i.e., quarterly, in arrears). F3 · derivative.exercise_date: Shares of phantom stock are payable in cash in a lump sum or up to 10 annual installments, at the election of the reporting person, within 30 days after the close of the plan year in which the reporting person terminates service as a director. F3 · derivative.expiration_date: Shares of phantom stock are payable in cash in a lump sum or up to 10 annual installments, at the election of the reporting person, within 30 days after the close of the plan year in which the reporting person terminates service as a director. F4 · balance_after: Includes quarterly cash dividends that have been deemed reinvested in phantom stock. Read SEC document |
| January 15, 2026 Filed Jan 20, 2026 22:36 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | GrantPhantom Stock · Derivative | 1,095.7223 | $28.52 | $31,250.00 |
DisclosureSEC source: 0001426400-26-000001 · wk-form4_1768948585.xml · derivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,766.8994 Underlying: Common Stock · 1,095.7223 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to the cash value of one share of Regions' common stock. F2 · kind: The reporting person has elected to receive shares of phantom stock in lieu of cash compensation payable pursuant to Regions' Director Compensation Program. The shares of phantom stock are accrued under Regions' Directors' Deferred Investment Plan on the date such fees would otherwise be payable (i.e., quarterly, in arrears). F3 · derivative.exercise_date: Shares of phantom stock are payable in cash in a lump sum or up to 10 annual installments, at the election of the reporting person, within 30 days after the close of the plan year in which the reporting person terminates service as a director. F3 · derivative.expiration_date: Shares of phantom stock are payable in cash in a lump sum or up to 10 annual installments, at the election of the reporting person, within 30 days after the close of the plan year in which the reporting person terminates service as a director. F4 · balance_after: Includes quarterly cash dividends that have been deemed reinvested in phantom stock. Read SEC document |
| October 15, 2025 Filed Oct 17, 2025 21:15 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | GrantPhantom Stock · Derivative | 1,263.1366 | $24.74 | $31,250.00 |
DisclosureSEC source: 0001225208-25-008647 · doc4.xml · derivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,483.8325 Underlying: Common Stock · 1,263.1366 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to the cash value of one share of Regions' common stock. F2 · kind: The reporting person has elected to receive shares of phantom stock in lieu of cash compensation payable pursuant to Regions' Director Compensation Program. The shares of phantom stock are accrued under Regions' Directors' Deferred Investment Plan on the date such fees would otherwise be payable (i.e., quarterly, in arrears). F3 · derivative.exercise_date: Shares of phantom stock are payable in cash in a lump sum or up to 10 annual installments, at the election of the reporting person, within 30 days after the close of the plan year in which the reporting person terminates service as a director. F3 · derivative.expiration_date: Shares of phantom stock are payable in cash in a lump sum or up to 10 annual installments, at the election of the reporting person, within 30 days after the close of the plan year in which the reporting person terminates service as a director. F4 · balance_after: Includes quarterly cash dividends that have been deemed reinvested in phantom stock. Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 20:40 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | GrantPhantom Stock · Derivative | 1,300.4578 | $24.03 | $31,250.00 |
DisclosureSEC source: 0001225208-25-006723 · doc4.xml · derivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,038.3169 Underlying: Common Stock · 1,300.4578 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to the cash value of one share of Regions' common stock. F2 · kind: The reporting person has elected to receive shares of phantom stock in lieu of cash compensation payable pursuant to Regions' Director Compensation Program. The shares of phantom stock are accrued under Regions' Directors' Deferred Investment Plan on the date such fees would otherwise be payable (i.e., quarterly, in arrears). F3 · derivative.exercise_date: Shares of phantom stock are payable in cash in a lump sum or up to 10 annual installments, at the election of the reporting person, within 30 days after the close of the plan year in which the reporting person terminates service as a director. F3 · derivative.expiration_date: Shares of phantom stock are payable in cash in a lump sum or up to 10 annual installments, at the election of the reporting person, within 30 days after the close of the plan year in which the reporting person terminates service as a director. F4 · balance_after: Includes quarterly cash dividends that have been deemed reinvested in phantom stock. Read SEC document |
| April 21, 2025 Filed Apr 23, 2025 21:58 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | GrantRestricted Stock Units · Derivative | 7,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-004364 · doc4.xml · derivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,488.2681 Underlying: Common Stock · 7,595 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: The restricted stock units vest on the date of the 2026 Annual Meeting of Shareholders, subject to a service requirement, and will be settled in shares of common stock upon the reporting person's termination of service as a director in accordance with the reporting person's irrevocable deferral election under the Regions Financial Corporation Directors' Deferred Restricted Stock Unit Plan. F2 · derivative.expiration_date: The restricted stock units vest on the date of the 2026 Annual Meeting of Shareholders, subject to a service requirement, and will be settled in shares of common stock upon the reporting person's termination of service as a director in accordance with the reporting person's irrevocable deferral election under the Regions Financial Corporation Directors' Deferred Restricted Stock Unit Plan. F3 · balance_after: Includes quarterly cash dividends that were reinvested in restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 20:32 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | GrantPhantom Stock · Derivative | 1,608.3376 | $19.43 | $31,250.00 |
DisclosureSEC source: 0001225208-25-004267 · doc4.xml · derivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,566.5051 Underlying: Common Stock · 1,608.3376 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to the cash value of one share of Regions' common stock. F2 · kind: The reporting person has elected to receive shares of phantom stock in lieu of cash compensation payable pursuant to Regions' Director Compensation Program. The shares of phantom stock are accrued under Regions' Directors' Deferred Investment Plan on the date such fees would otherwise be payable (i.e., quarterly, in arrears). F3 · derivative.exercise_date: Shares of phantom stock are payable in cash in a lump sum or up to 10 annual installments, at the election of the reporting person, within 30 days after the close of the plan year in which the reporting person terminates service as a director. F3 · derivative.expiration_date: Shares of phantom stock are payable in cash in a lump sum or up to 10 annual installments, at the election of the reporting person, within 30 days after the close of the plan year in which the reporting person terminates service as a director. F4 · balance_after: Includes quarterly cash dividends that have been deemed reinvested in phantom stock. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 22:06 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | GrantPhantom Stock · Derivative | 1,265.1822 | $24.70 | $31,250.00 |
DisclosureSEC source: 0001225208-25-000712 · doc4.xml · derivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,786.7861 Underlying: Common Stock · 1,265.1822 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to the cash value of one share of Regions' common stock. F2 · kind: The reporting person has elected to receive shares of phantom stock in lieu of cash compensation payable pursuant to Regions' Director Compensation Program. The shares of phantom stock are accrued under Regions' Directors' Deferred Investment Plan on the date such fees would otherwise be payable (i.e., quarterly, in arrears). F3 · derivative.exercise_date: Shares of phantom stock are payable in cash in a lump sum or up to 10 annual installments, at the election of the reporting person, within 30 days after the close of the plan year in which the reporting person terminates service as a director. F3 · derivative.expiration_date: Shares of phantom stock are payable in cash in a lump sum or up to 10 annual installments, at the election of the reporting person, within 30 days after the close of the plan year in which the reporting person terminates service as a director. F4 · balance_after: Includes quarterly cash dividends that have been deemed reinvested in phantom stock. Read SEC document |
| October 15, 2024 Filed Oct 17, 2024 21:49 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | GrantPhantom Stock · Derivative | 1,315.2357 | $23.76 | $31,250.00 |
DisclosureSEC source: 0001225208-24-009368 · doc4.xml · derivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,377.8183 Underlying: Common Stock · 1,315.2357 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to the cash value of one share of Regions' common stock. F2 · kind: The reporting person has elected to receive shares of phantom stock in lieu of cash compensation payable pursuant to Regions' Director Compensation Program. The shares of phantom stock are accrued under Regions' Directors' Deferred Investment Plan on the date such fees would otherwise be payable (i.e., quarterly, in arrears). F3 · derivative.exercise_date: Shares of phantom stock are payable in cash in a lump sum or up to 10 annual installments, at the election of the reporting person, within 30 days after the close of the plan year in which the reporting person terminates service as a director. F3 · derivative.expiration_date: Shares of phantom stock are payable in cash in a lump sum or up to 10 annual installments, at the election of the reporting person, within 30 days after the close of the plan year in which the reporting person terminates service as a director. F4 · balance_after: Includes quarterly cash dividends that have been deemed reinvested in phantom stock. Read SEC document |
| July 15, 2024 Filed Jul 17, 2024 22:58 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | GrantPhantom Stock · Derivative | 1,488.0952 | $21.00 | $31,250.00 |
DisclosureSEC source: 0001225208-24-007482 · doc4.xml · derivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,930.2594 Underlying: Common Stock · 1,488.0952 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to the cash value of one share of Regions' common stock. F2 · kind: The reporting person has elected to receive shares of phantom stock in lieu of cash compensation payable pursuant to Regions' Director Compensation Program. The shares of phantom stock are accrued under Regions' Directors' Deferred Investment Plan on the date such fees would otherwise be payable (i.e., quarterly, in arrears). F3 · derivative.exercise_date: Shares of phantom stock are payable in cash in a lump sum or up to 10 annual installments, at the election of the reporting person, within 30 days after the close of the plan year in which the reporting person terminates service as a director. F3 · derivative.expiration_date: Shares of phantom stock are payable in cash in a lump sum or up to 10 annual installments, at the election of the reporting person, within 30 days after the close of the plan year in which the reporting person terminates service as a director. F4 · balance_after: Includes quarterly cash dividends that have been deemed reinvested in phantom stock. Read SEC document |
| April 22, 2024 Filed Apr 24, 2024 23:48 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | GrantRestricted Stock Units · Derivative | 6,777 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-005203 · doc4.xml · derivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,237.7373 Underlying: Common Stock · 6,777 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: The restricted stock units vest on the date of the 2025 Annual Meeting of Shareholders, subject to a service requirement, and will be settled in shares of common stock upon the reporting person's termination of service as a director in accordance with the reporting person's irrevocable deferral election under the Regions Financial Corporation Directors' Deferred Restricted Stock Unit Plan. F2 · derivative.expiration_date: The restricted stock units vest on the date of the 2025 Annual Meeting of Shareholders, subject to a service requirement, and will be settled in shares of common stock upon the reporting person's termination of service as a director in accordance with the reporting person's irrevocable deferral election under the Regions Financial Corporation Directors' Deferred Restricted Stock Unit Plan. F3 · balance_after: Includes quarterly cash dividends that were reinvested in restricted stock units. Read SEC document |
| April 15, 2024 Filed Apr 17, 2024 22:45 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | GrantPhantom Stock · Derivative | 1,625.9105 | $19.22 | $31,250.00 |
DisclosureSEC source: 0001225208-24-005095 · doc4.xml · derivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,317.7293 Underlying: Common Stock · 1,625.9105 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to the cash value of one share of Regions' common stock. F2 · kind: The reporting person has elected to receive shares of phantom stock in lieu of cash compensation payable pursuant to Regions' Director Compensation Program. The shares of phantom stock are accrued under Regions' Directors' Deferred Investment Plan on the date such fees would otherwise be payable (i.e., quarterly, in arrears). F3 · derivative.exercise_date: Shares of phantom stock are payable in cash in a lump sum or up to 10 annual installments, at the election of the reporting person, within 30 days after the close of the plan year in which the reporting person terminates service as a director. F3 · derivative.expiration_date: Shares of phantom stock are payable in cash in a lump sum or up to 10 annual installments, at the election of the reporting person, within 30 days after the close of the plan year in which the reporting person terminates service as a director. F4 · balance_after: Includes quarterly cash dividends that have been deemed reinvested in phantom stock. Read SEC document |
| January 12, 2024 Filed Jan 17, 2024 23:11 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | GrantPhantom Stock · Derivative | 1,709.5186 | $18.28 | $31,250.00 |
DisclosureSEC source: 0001225208-24-000994 · doc4.xml · derivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,591.5286 Underlying: Common Stock · 1,709.5186 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to the cash value of one share of Regions' common stock. F2 · kind: The reporting person has elected to receive shares of phantom stock in lieu of cash compensation payable pursuant to Regions' Director Compensation Program. The shares of phantom stock are accrued under Regions' Directors' Deferred Investment Plan on the date such fees would otherwise be payable (i.e., quarterly, in arrears). F3 · derivative.exercise_date: Shares of phantom stock are payable in cash in a lump sum or up to 10 annual installments, at the election of the reporting person, within 30 days after the close of the plan year in which the reporting person terminates service as a director. F3 · derivative.expiration_date: Shares of phantom stock are payable in cash in a lump sum or up to 10 annual installments, at the election of the reporting person, within 30 days after the close of the plan year in which the reporting person terminates service as a director. F4 · balance_after: Includes quarterly cash dividends that have been deemed reinvested in phantom stock. Read SEC document |
| October 13, 2023 Filed Oct 17, 2023 21:31 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | GrantPhantom Stock · Derivative | 1,949.4697 | $16.03 | $31,250.00 |
DisclosureSEC source: 0001225208-23-009549 · doc4.xml · derivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,798.3381 Underlying: Common Stock · 1,949.4697 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to the cash value of one share of Regions' common stock. F2 · kind: The reporting person has elected to receive shares of phantom stock in lieu of cash compensation payable pursuant to Regions' Director Compensation Program. The shares of phantom stock are accrued under Regions' Directors' Deferred Investment Plan on the date such fees would otherwise be payable (i.e., quarterly, in arrears). F3 · derivative.exercise_date: Shares of phantom stock are payable in cash in a lump sum or up to 10 annual installments, at the election of the reporting person, within 30 days after the close of the plan year in which the reporting person terminates service as a director. F3 · derivative.expiration_date: Shares of phantom stock are payable in cash in a lump sum or up to 10 annual installments, at the election of the reporting person, within 30 days after the close of the plan year in which the reporting person terminates service as a director. F4 · balance_after: Includes quarterly cash dividends that have been deemed reinvested in phantom stock. Read SEC document |
| July 14, 2023 Filed Jul 18, 2023 19:05 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | GrantPhantom Stock · Derivative | 1,649.0765 | $18.95 | $31,250.00 |
DisclosureSEC source: 0001225208-23-007548 · doc4.xml · derivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,779.4335 Underlying: Common Stock · 1,649.0765 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to the cash value of one share of Regions' common stock. F2 · kind: The reporting person has elected to receive shares of phantom stock in lieu of cash compensation payable pursuant to Regions' Director Compensation Program. The shares of phantom stock are accrued under Regions' Directors' Deferred Investment Plan on the date such fees would otherwise be payable (i.e., quarterly, in arrears). F3 · derivative.exercise_date: Shares of phantom stock are payable in cash in a lump sum or up to 10 annual installments, at the election of the reporting person, within 30 days after the close of the plan year in which the reporting person terminates service as a director. F3 · derivative.expiration_date: Shares of phantom stock are payable in cash in a lump sum or up to 10 annual installments, at the election of the reporting person, within 30 days after the close of the plan year in which the reporting person terminates service as a director. F4 · balance_after: Includes quarterly cash dividends that have been deemed reinvested in phantom stock. Read SEC document |
| April 24, 2023 Filed Apr 25, 2023 21:55 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | GrantRestricted Stock Units · Derivative | 7,103 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-005019 · doc4.xml · derivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,103 Underlying: Common Stock · 7,103 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: The restricted stock units vest on the date of the 2024 Annual Meeting of Shareholders, subject to a service requirement, and will be settled in shares of common stock upon the reporting person's termination of service as a director in accordance with the reporting person's irrevocable deferral election under the Regions Financial Corporation Directors' Deferred Restricted Stock Unit Plan. F2 · derivative.expiration_date: The restricted stock units vest on the date of the 2024 Annual Meeting of Shareholders, subject to a service requirement, and will be settled in shares of common stock upon the reporting person's termination of service as a director in accordance with the reporting person's irrevocable deferral election under the Regions Financial Corporation Directors' Deferred Restricted Stock Unit Plan. Read SEC document |
| April 19, 2023 Filed Apr 20, 2023 22:22 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | Exercise / conversionRestricted Stock Units · Derivative | 5,864 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-004920 · doc4.xml · derivative · entry 2 Crosswhite Mark A. · CIK 0001426400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,864 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. F1 · derivative.exercise_date: Restricted stock units vested and were settled in shares of common stock on a one-for-one basis on April 19, 2023. F1 · derivative.expiration_date: Restricted stock units vested and were settled in shares of common stock on a one-for-one basis on April 19, 2023. F3 · balance_after: Includes quarterly cash dividends that were reinvested in restricted stock units. Read SEC document |
| April 19, 2023 Filed Apr 20, 2023 22:22 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | Exercise / conversionCommon Stock | 5,864 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-004920 · doc4.xml · nonDerivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,344 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 · price: Restricted stock units vested and were settled in shares of common stock on a one-for-one basis on April 19, 2023. Read SEC document |
| April 14, 2023 Filed Apr 18, 2023 17:26 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | GrantPhantom Stock · Derivative | 1,688.2766 | $18.51 | $31,250.00 |
DisclosureSEC source: 0001225208-23-004870 · doc4.xml · derivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,096.497 Underlying: Common Stock · 1,688.2766 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to the cash value of one share of Regions' common stock. F2 · kind: The reporting person has elected to receive shares of phantom stock in lieu of cash compensation payable pursuant to Regions' Director Compensation Program. The shares of phantom stock are accrued under Regions' Directors' Deferred Investment Plan on the date such fees would otherwise be payable (i.e., quarterly, in arrears). F3 · derivative.exercise_date: Shares of phantom stock are payable in cash in a lump sum or up to 10 annual installments, at the election of the reporting person, within 30 days after the close of the plan year in which the reporting person terminates service as a director. F3 · derivative.expiration_date: Shares of phantom stock are payable in cash in a lump sum or up to 10 annual installments, at the election of the reporting person, within 30 days after the close of the plan year in which the reporting person terminates service as a director. Read SEC document |
| January 13, 2023 Filed Jan 18, 2023 23:16 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | GrantPhantom Stock · Derivative | 1,393.2234 | $22.43 | $31,250.00 |
DisclosureSEC source: 0001225208-23-000746 · doc4.xml · derivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,393.2234 Underlying: Common Stock · 1,393.2234 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to the cash value of one share of Regions' common stock. F2 · kind: The reporting person has elected to receive shares of phantom stock in lieu of cash compensation payable pursuant to Regions' Director Compensation Program. The shares of phantom stock are accrued under Regions' Directors' Deferred Investment Plan on the date such fees would otherwise be payable (i.e., quarterly, in arrears). F3 · derivative.exercise_date: Shares of phantom stock are payable in cash in a lump sum or up to 10 annual installments, at the election of the reporting person, within 30 days after the close of the plan year in which the reporting person terminates service as a director. F3 · derivative.expiration_date: Shares of phantom stock are payable in cash in a lump sum or up to 10 annual installments, at the election of the reporting person, within 30 days after the close of the plan year in which the reporting person terminates service as a director. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:47 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | GrantRestricted Stock Units · Derivative | 5,693 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-008676 · doc4.xml · derivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,693 Underlying: Common Stock · 5,693 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: The restricted stock units vest on the date of the 2023 Annual Meeting of Shareholders, subject to a service requirement. F2 · derivative.expiration_date: The restricted stock units vest on the date of the 2023 Annual Meeting of Shareholders, subject to a service requirement. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:42 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 4,084 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009891 · doc4.xml · derivative · entry 7 Crosswhite Mark A. · CIK 0001426400 · Chairman, President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,168 Underlying: Southern Company Common Stock · 4,084 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 first 1/3 of performance restricted stock units granted on February 3, 2021. The remaining award will vest 1/3 in 2023 and 1/3 in 2024. Each 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 first 1/3 of performance restricted stock units granted on February 3, 2021. The remaining award will vest 1/3 in 2023 and 1/3 in 2024. Each 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 first 1/3 of performance restricted stock units granted on February 3, 2021. The remaining award will vest 1/3 in 2023 and 1/3 in 2024. Each 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, 2022 Filed Feb 15, 2022 22:42 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 32,665 | $66.79 | $2,181,695.35 |
DisclosureSEC source: 0001209191-22-009891 · doc4.xml · nonDerivative · entry 4 Crosswhite Mark A. · CIK 0001426400 · Chairman, President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,118 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:42 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 73,651 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009891 · doc4.xml · nonDerivative · entry 3 Crosswhite Mark A. · CIK 0001426400 · Chairman, President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,783 F3 · security: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2019-2021 award. The Compensation and Management Succession Committee certified performance on February 13, 2022. Includes accrued dividend equivalent units. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:42 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,888 | $66.79 | $126,099.52 |
DisclosureSEC source: 0001209191-22-009891 · doc4.xml · nonDerivative · entry 2 Crosswhite Mark A. · CIK 0001426400 · Chairman, President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,132 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:42 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 4,255 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009891 · doc4.xml · nonDerivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · Chairman, President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,020 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 3, 2021. The Compensation Committee and Management Succession Committee certified performance on February 13, 2022. Includes 171 accrued dividend equivalent units. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:05 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,436 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009514 · doc4.xml · derivative · entry 8 Crosswhite Mark A. · CIK 0001426400 · Chairman, President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,437 Underlying: Southern Company Common Stock · 3,436 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. F5 · security: Represents second 1/3 of performance restricted stock units granted on February 11, 2020. The remaining 1/3 of the award will vest in 2023. 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. F5 · derivative.exercise_date: Represents second 1/3 of performance restricted stock units granted on February 11, 2020. The remaining 1/3 of the award will vest in 2023. 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. F5 · derivative.expiration_date: Represents second 1/3 of performance restricted stock units granted on February 11, 2020. The remaining 1/3 of the award will vest in 2023. 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, 2022 Filed Feb 15, 2022 00:05 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 4,636 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009514 · doc4.xml · derivative · entry 7 Crosswhite Mark A. · CIK 0001426400 · Chairman, President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 4,636 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 11, 2019. Each 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 final 1/3 of performance restricted stock units granted on February 11, 2019. Each 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 final 1/3 of performance restricted stock units granted on February 11, 2019. Each 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, 2022 Filed Feb 15, 2022 00:05 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,657 | $66.79 | $110,671.03 |
DisclosureSEC source: 0001209191-22-009514 · doc4.xml · nonDerivative · entry 4 Crosswhite Mark A. · CIK 0001426400 · Chairman, President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,765 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:05 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,734 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009514 · doc4.xml · nonDerivative · entry 3 Crosswhite Mark A. · CIK 0001426400 · Chairman, President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,422 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 second 1/3 of performance restricted stock units granted on February 11, 2020. Includes 298 accrued dividend equivalent units. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:05 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 2,360 | $66.79 | $157,624.40 |
DisclosureSEC source: 0001209191-22-009514 · doc4.xml · nonDerivative · entry 2 Crosswhite Mark A. · CIK 0001426400 · Chairman, President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,688 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:05 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 5,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009514 · doc4.xml · nonDerivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · Chairman, President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,048 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 11, 2019. Includes 624 accrued dividend equivalent units. Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:47 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 5,107 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016119 · doc4.xml · derivative · entry 5 Crosswhite Mark A. · CIK 0001426400 · Chairman, President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 5,107 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 21:47 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 2,591 | $56.72 | $146,961.52 |
DisclosureSEC source: 0001209191-21-016119 · doc4.xml · nonDerivative · entry 2 Crosswhite Mark A. · CIK 0001426400 · Chairman, President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,753 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:47 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 5,842 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016119 · doc4.xml · nonDerivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · Chairman, President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,344 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 735 accrued dividend equivalent units. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:49 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 32,405 | $60.10 | $1,947,540.50 |
DisclosureSEC source: 0001209191-21-011305 · doc4.xml · nonDerivative · entry 2 Crosswhite Mark A. · CIK 0001426400 · Chairman, President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,502 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:49 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 73,064 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-011305 · doc4.xml · nonDerivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · Chairman, President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,907 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 21:43 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 4,636 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010778 · doc4.xml · derivative · entry 5 Crosswhite Mark A. · CIK 0001426400 · Chairman, President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,636 Underlying: Southern Company Common Stock · 4,636 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 21:43 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 2,241 | $61.29 | $137,350.89 |
DisclosureSEC source: 0001209191-21-010778 · doc4.xml · nonDerivative · entry 2 Crosswhite Mark A. · CIK 0001426400 · Chairman, President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,843 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:43 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 5,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010778 · doc4.xml · nonDerivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · Chairman, President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,084 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 414 accrued dividend equivalent units. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 21:59 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,437 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008153 · doc4.xml · derivative · entry 5 Crosswhite Mark A. · CIK 0001426400 · Chairman, President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,873 Underlying: Southern Company Common Stock · 3,437 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 21:59 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,650 | $59.45 | $98,092.50 |
DisclosureSEC source: 0001209191-21-008153 · doc4.xml · nonDerivative · entry 2 Crosswhite Mark A. · CIK 0001426400 · Chairman, President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,034 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 21:59 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,585 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008153 · doc4.xml · nonDerivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · Chairman, President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,684 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 148 accrued dividend equivalent units. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 21:56 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 5,107 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014541 · doc4.xml · derivative · entry 4 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,107 Underlying: Southern Company Common Stock · 5,107 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 21:56 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 2,462 | $62.88 | $154,810.56 |
DisclosureSEC source: 0001209191-20-014541 · doc4.xml · nonDerivative · entry 2 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,099 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 21:56 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 5,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014541 · doc4.xml · nonDerivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,561 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 443 accrued dividend equivalent units. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:43 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 4,330 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010193 · doc4.xml · derivative · entry 4 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 4,330 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 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. F3 · 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. F3 · 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 21:43 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 2,209 | $69.54 | $153,613.86 |
DisclosureSEC source: 0001209191-20-010193 · doc4.xml · nonDerivative · entry 2 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,011 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:43 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 4,978 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010193 · doc4.xml · nonDerivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,220 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 648 accrued dividend equivalent units. 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.