Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CAPITAL CITY BANK GROUP INCCCBG · Entity 5070 | Director | October 06, 2026 | October 08, 2026 |
| SOUTHERN COSO · Entity 1308 | EVP & COO | March 18, 2026 | March 19, 2026 |
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.
CAPITAL CITY BANK GROUP INC
Report date October 06, 2026 · Filed October 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,869 |
Reported balance
After 2026-10-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-06 · Grant · Acquired 374 · Balance 34,869 F1: Shares purchased through Director Stock Purchase Plan (DSPP) that are exempt from the short-swing profit provisions of Section 16 of the Securities Exchange Act of 1934. F2: Includes 132 shares acquired through the Registrant's Dividend Reinvestment Plan (DRIP) since the reporting person's last Form 4 filing that were exempt from the reporting and short-swing profit provisions of Section16 of the Securities Exchange Act of 1934. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares purchased through Director Stock Purchase Plan (DSPP) that are exempt from the short-swing profit provisions of Section 16 of the Securities Exchange Act of 1934.
F2: Includes 132 shares acquired through the Registrant's Dividend Reinvestment Plan (DRIP) since the reporting person's last Form 4 filing that were exempt from the reporting and short-swing profit provisions of Section16 of the Securities Exchange Act of 1934.
SOUTHERN CO
Report date March 18, 2026 · Filed March 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Southern Company Common StockSEC Table I · non-derivative | Direct | 161,481 |
Reported balance
After 2026-03-18 transaction · row 1
1 source rowRow 1 · 2026-03-18 · Sale · Disposed 12,500 · Balance 161,481 |
| Southern Company Common StockSEC Table I · non-derivative | Indirect401(k) | 15,562.7052 |
Reported balance
Holding disclosure · report date 2026-03-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 15,562.7052 |
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, 2019 Filed Feb 13, 2019 22:41 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 7,171 | $49.24 | $353,100.04 |
DisclosureSEC source: 0001209191-19-009810 · doc4.xml · nonDerivative · entry 4 Connally Stan W · CIK 0001498337 · Executive Vice President, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,452 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:41 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 18,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009810 · doc4.xml · nonDerivative · entry 3 Connally Stan W · CIK 0001498337 · Executive Vice President, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,623 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 22:41 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 911 | $49.24 | $44,857.64 |
DisclosureSEC source: 0001209191-19-009810 · doc4.xml · nonDerivative · entry 2 Connally Stan W · CIK 0001498337 · Executive Vice President, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,413 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:41 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 2,203 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009810 · doc4.xml · nonDerivative · entry 1 Connally Stan W · CIK 0001498337 · Executive Vice President, SCS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,324 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 86 accrued dividend equivalent units. Read SEC document |
| January 17, 2019 Filed Jan 17, 2019 15:57 UTC | CAPITAL CITY BANK GROUP INC CCBG · Entity 5070 | GrantCommon Stock | 1,191 | $20.98 | $24,987.18 |
DisclosureSEC source: 0001209191-19-004172 · doc4.xml · nonDerivative · entry 1 Connally Stan W · CIK 0001498337 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,998 F1 · shares: Represents the issuance of shares of common stock under the 2011 Director Stock Purchase Plan (the "DSPP") in lieu of the cash payment for director fees. F2 · price: The purchase price was calculated as 90% of the average high and low price of CCBG common stock during the last 10 trading days of the 2018 fiscal year in accordance with the DSPP Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 15:47 UTC | CAPITAL CITY BANK GROUP INC CCBG · Entity 5070 | GrantCommon Stock | 988 | $24.30 | $24,008.40 |
DisclosureSEC source: 0001209191-18-012896 · doc4.xml · nonDerivative · entry 1 Connally Stan W · CIK 0001498337 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,807 F1 · shares: Represents restricted shares of Capital City Bank Group, Inc. common stock granted to the reporting person under the 2011 Associate Incentive Plan, which will vest on December 31, 2018, subject to the terms of the reporting person's Restricted Stock Award Agreement. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:38 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 1,778 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010013 · doc4.xml · derivative · entry 5 Connally Stan W · CIK 0001498337 · President & CEO, Gulf Power Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,555 Underlying: Southern Company Common Stock · 1,778 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 22:38 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 3,680 | $44.68 | $164,422.40 |
DisclosureSEC source: 0001209191-18-010013 · doc4.xml · nonDerivative · entry 4 Connally Stan W · CIK 0001498337 · President & CEO, Gulf Power Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,121 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:38 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 15,151 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010013 · doc4.xml · nonDerivative · entry 3 Connally Stan W · CIK 0001498337 · President & CEO, Gulf Power Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,801 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 22:38 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 533 | $44.68 | $23,814.44 |
DisclosureSEC source: 0001209191-18-010013 · doc4.xml · nonDerivative · entry 2 Connally Stan W · CIK 0001498337 · President & CEO, Gulf Power Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,650 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:38 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,859 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010013 · doc4.xml · nonDerivative · entry 1 Connally Stan W · CIK 0001498337 · President & CEO, Gulf Power Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,183 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 81 accrued dividend equivalent units. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 13:30 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 2,057.7231 | $49.63 Strike: $0.00 | $102,124.80 |
DisclosureSEC source: 0001209191-17-020378 · doc4.xml · derivative · entry 1 Connally Stan W · CIK 0001498337 · President & CEO, Gulf Power Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,208.2661 Underlying: Southern Company Common Stock · 2,057.7231 shares Expires not disclosed F1 · derivative.exercise_date: Represents amounts deferred in the Deferred Compensation Plan. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F1 · derivative.expiration_date: Represents amounts deferred in the Deferred Compensation Plan. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 16:44 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 16,100 | $0.00 Strike: $37.97 | $0.00 |
DisclosureSEC source: 0001209191-17-015640 · doc4.xml · derivative · entry 4 Connally Stan W · CIK 0001498337 · President & CEO, Gulf Power Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 16,100 shares Expires 2021-02-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Options vest 33% per year on the anniversary of the grant date. F2 · security: Includes the right to have shares withheld upon exercise to satisfy tax withholding obligations. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 16:44 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 16,100 | $50.50 | $813,050.00 |
DisclosureSEC source: 0001209191-17-015640 · doc4.xml · nonDerivative · entry 2 Connally Stan W · CIK 0001498337 · President & CEO, Gulf Power Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,324 Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 16:44 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 16,100 | $37.97 | $611,317.00 |
DisclosureSEC source: 0001209191-17-015640 · doc4.xml · nonDerivative · entry 1 Connally Stan W · CIK 0001498337 · President & CEO, Gulf Power Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,424 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 08:57 UTC | CAPITAL CITY BANK GROUP INC CCBG · Entity 5070 | GrantCommon Stock | 819 | $21.36 | $17,493.84 |
DisclosureSEC source: 0001209191-17-013590 · doc4.xml · nonDerivative · entry 1 Connally Stan W · CIK 0001498337 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 819 F1 · shares: Represents restricted shares of Capital City Bank Group, Inc. common stock granted to the reporting person under the 2011 Associate Incentive Plan, which will vest on December 31, 2017, subject to the terms of the reporting person's Restricted Stock Award Agreement. Read SEC document |
| December 22, 2016 Filed Dec 27, 2016 19:46 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 22.6296 | $49.36 Strike: $0.00 | $1,117.00 |
DisclosureSEC source: 0001209191-16-156785 · doc4.xml · derivative · entry 1 Connally Stan W · CIK 0001498337 · President & CEO, Gulf Power Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,115.8119 Underlying: Southern Company Common Stock · 22.6296 shares Expires not disclosed F1 · derivative.exercise_date: Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F1 · derivative.expiration_date: Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. Read SEC document |
| December 09, 2016 Filed Dec 13, 2016 15:22 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 23.2999 | $47.94 Strike: $0.00 | $1,117.00 |
DisclosureSEC source: 0001209191-16-154829 · doc4.xml · derivative · entry 1 Connally Stan W · CIK 0001498337 · President & CEO, Gulf Power Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,093.1823 Underlying: Southern Company Common Stock · 23.2999 shares Expires not disclosed F1 · derivative.exercise_date: Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F1 · derivative.expiration_date: Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. Read SEC document |
| November 23, 2016 Filed Nov 28, 2016 19:05 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 23.6502 | $47.23 Strike: $0.00 | $1,117.00 |
DisclosureSEC source: 0001209191-16-152139 · doc4.xml · derivative · entry 1 Connally Stan W · CIK 0001498337 · President & CEO, Gulf Power Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,033.9615 Underlying: Southern Company Common Stock · 23.6502 shares Expires not disclosed F1 · derivative.exercise_date: Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F1 · derivative.expiration_date: Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. Read SEC document |
| November 11, 2016 Filed Nov 14, 2016 14:41 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 23.3779 | $47.78 Strike: $0.00 | $1,117.00 |
DisclosureSEC source: 0001209191-16-149551 · doc4.xml · derivative · entry 1 Connally Stan W · CIK 0001498337 · President & CEO, Gulf Power Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,010.3113 Underlying: Southern Company Common Stock · 23.3779 shares Expires not disclosed F1 · derivative.exercise_date: Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F1 · derivative.expiration_date: Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. Read SEC document |
| October 28, 2016 Filed Oct 31, 2016 14:11 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 22.0315 | $50.70 Strike: $0.00 | $1,117.00 |
DisclosureSEC source: 0001209191-16-147377 · doc4.xml · derivative · entry 1 Connally Stan W · CIK 0001498337 · President & CEO, Gulf Power Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,986.9334 Underlying: Southern Company Common Stock · 22.0315 shares Expires not disclosed F1 · derivative.exercise_date: Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F1 · derivative.expiration_date: Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. Read SEC document |
| October 14, 2016 Filed Oct 18, 2016 13:53 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 22.0925 | $50.56 Strike: $0.00 | $1,117.00 |
DisclosureSEC source: 0001209191-16-146119 · doc4.xml · derivative · entry 1 Connally Stan W · CIK 0001498337 · President & CEO, Gulf Power Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,964.9019 Underlying: Southern Company Common Stock · 22.0925 shares Expires not disclosed F1 · derivative.exercise_date: Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F1 · derivative.expiration_date: Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 18:00 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 21.7738 | $51.30 Strike: $0.00 | $1,117.00 |
DisclosureSEC source: 0001209191-16-143514 · doc4.xml · derivative · entry 1 Connally Stan W · CIK 0001498337 · President & CEO, Gulf Power Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,942.8094 Underlying: Southern Company Common Stock · 21.7738 shares Expires not disclosed F1 · derivative.exercise_date: Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F1 · derivative.expiration_date: Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. Read SEC document |
| September 16, 2016 Filed Sep 19, 2016 14:59 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 21.493 | $51.97 Strike: $0.00 | $1,116.99 |
DisclosureSEC source: 0001209191-16-141903 · doc4.xml · derivative · entry 1 Connally Stan W · CIK 0001498337 · President & CEO, Gulf Power Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,890.6758 Underlying: Southern Company Common Stock · 21.493 shares Expires not disclosed F1 · derivative.exercise_date: Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F1 · derivative.expiration_date: Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. Read SEC document |
| September 02, 2016 Filed Sep 6, 2016 13:16 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 21.5636 | $51.80 Strike: $0.00 | $1,116.99 |
DisclosureSEC source: 0001209191-16-139927 · doc4.xml · derivative · entry 1 Connally Stan W · CIK 0001498337 · President & CEO, Gulf Power Co 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,869.1828 Underlying: Southern Company Common Stock · 21.5636 shares Expires not disclosed F1 · derivative.exercise_date: Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F1 · derivative.expiration_date: Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.