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 |
|---|---|---|---|---|---|---|
| February 11, 2020 Filed Feb 13, 2020 22:29 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 4,637 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009361 · doc4.xml · derivative · entry 6 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,272 Underlying: Southern Company Common Stock · 4,637 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 22:29 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 2,148 | $68.59 | $147,331.32 |
DisclosureSEC source: 0001209191-20-009361 · doc4.xml · nonDerivative · entry 4 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,242 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:29 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 4,843 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009361 · doc4.xml · nonDerivative · entry 3 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,390 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 206 accrued dividend equivalent units. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:29 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 20,678 | $68.59 | $1,418,304.02 |
DisclosureSEC source: 0001209191-20-009361 · doc4.xml · nonDerivative · entry 2 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,547 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:29 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 46,623 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009361 · doc4.xml · nonDerivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,225 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 |
| June 10, 2019 Filed Jun 11, 2019 22:03 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 83,636 | $0.00 Strike: $41.28 | $0.00 |
DisclosureSEC source: 0001209191-19-036175 · doc4.xml · derivative · entry 11 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 83,636 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. F2 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| June 10, 2019 Filed Jun 11, 2019 22:03 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 120,681 | $0.00 Strike: $44.06 | $0.00 |
DisclosureSEC source: 0001209191-19-036175 · doc4.xml · derivative · entry 10 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 120,681 shares Expires 2023-02-11 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 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| June 10, 2019 Filed Jun 11, 2019 22:03 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 63,125 | $0.00 Strike: $44.42 | $0.00 |
DisclosureSEC source: 0001209191-19-036175 · doc4.xml · derivative · entry 9 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 63,125 shares Expires 2022-02-13 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 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| June 10, 2019 Filed Jun 11, 2019 22:03 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 83,636 | $54.42 | $4,551,471.12 |
DisclosureSEC source: 0001209191-19-036175 · doc4.xml · nonDerivative · entry 6 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,602 F1 · price: The price reported in Column 4 of Table I is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.12 to $54.785, 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 |
| June 10, 2019 Filed Jun 11, 2019 22:03 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 83,636 | $41.28 | $3,452,494.08 |
DisclosureSEC source: 0001209191-19-036175 · doc4.xml · nonDerivative · entry 5 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,238 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 |
| June 10, 2019 Filed Jun 11, 2019 22:03 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 120,681 | $54.42 | $6,567,460.02 |
DisclosureSEC source: 0001209191-19-036175 · doc4.xml · nonDerivative · entry 4 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,602 F1 · price: The price reported in Column 4 of Table I is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.12 to $54.785, 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 |
| June 10, 2019 Filed Jun 11, 2019 22:03 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 120,681 | $44.06 | $5,317,204.86 |
DisclosureSEC source: 0001209191-19-036175 · doc4.xml · nonDerivative · entry 3 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,283 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 |
| June 10, 2019 Filed Jun 11, 2019 22:03 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 63,125 | $54.42 | $3,435,262.50 |
DisclosureSEC source: 0001209191-19-036175 · doc4.xml · nonDerivative · entry 2 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,602 F1 · price: The price reported in Column 4 of Table I is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.12 to $54.785, 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 |
| June 10, 2019 Filed Jun 11, 2019 22:03 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 63,125 | $44.42 | $2,804,012.50 |
DisclosureSEC source: 0001209191-19-036175 · doc4.xml · nonDerivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,727 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 |
| June 07, 2019 Filed Jun 11, 2019 22:03 UTC | SOUTHERN CO SO · Entity 1308 | GiftSouthern Company Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-036175 · doc4.xml · nonDerivative · entry 7 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 100 Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:23 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 4,330 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010707 · doc4.xml · derivative · entry 4 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,330 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 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. F3 · 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. F3 · 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. F3 · 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 22:23 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 2,116 | $49.22 | $104,149.52 |
DisclosureSEC source: 0001209191-19-010707 · doc4.xml · nonDerivative · entry 2 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,602 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:23 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 4,768 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010707 · doc4.xml · nonDerivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,718 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 438 accrued dividend equivalent units. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:39 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 5,107 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009801 · doc4.xml · derivative · entry 6 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,214 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. 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 22:39 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 19,111 | $49.24 | $941,025.64 |
DisclosureSEC source: 0001209191-19-009801 · doc4.xml · nonDerivative · entry 4 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,950 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:39 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 43,087 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009801 · doc4.xml · nonDerivative · entry 3 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,061 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 22:39 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 2,354 | $49.24 | $115,910.96 |
DisclosureSEC source: 0001209191-19-009801 · doc4.xml · nonDerivative · entry 2 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,974 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:39 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 5,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009801 · doc4.xml · nonDerivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,328 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 208 accrued dividend equivalent units. Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 19:55 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 4,270.1154 | $43.67 Strike: $0.00 | $186,475.94 |
DisclosureSEC source: 0001209191-18-019137 · doc4.xml · derivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,056.8762 Underlying: Southern Company Common Stock · 4,270.1154 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. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of Mr. Crosswhite's employment with The Southern Company. Mr. Crosswhite may transfer his phantom stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of Mr. Crosswhite's employment with The Southern Company. Mr. Crosswhite may transfer his phantom stock account into an alternative investment account at any time. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:40 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 4,330 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010014 · doc4.xml · derivative · entry 5 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,660 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. 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 22:40 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 15,224 | $44.68 | $680,208.32 |
DisclosureSEC source: 0001209191-18-010014 · doc4.xml · nonDerivative · entry 4 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,013 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:40 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 40,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010014 · doc4.xml · nonDerivative · entry 3 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,237 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 22:40 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,362 | $44.68 | $60,854.16 |
DisclosureSEC source: 0001209191-18-010014 · doc4.xml · nonDerivative · entry 2 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,876 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:40 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 4,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010014 · doc4.xml · nonDerivative · entry 1 Crosswhite Mark A. · CIK 0001426400 · President & CEO, APC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,238 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 198 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.