Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PPL CorpPPL · Entity 346 | Director | October 01, 2026 | October 03, 2026 |
| SOUTHERN COSO · Entity 1308 | Executive Vice President & CFO | February 12, 2018 | February 14, 2018 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
PPL Corp
Report date October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Unit (DDCP)SEC Table II · derivative / convertible security | Direct | 52,394.58 |
Reported balance
After 2026-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 1,572.039 · Balance 52,394.58 F1: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F2: Total includes the reinvestment of dividends. |
Filing footnotes · ownership attribution and instrument terms
F1: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement.
F2: Total includes the reinvestment of dividends.
SOUTHERN CO
Report date February 12, 2018 · Filed February 14, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Southern Company Common StockSEC Table I · non-derivative | Direct | 16,994 |
Reported balance
After 2018-02-12 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-02-12 · Exercise / conversion · Acquired 4,441 · Balance 16,994 F1: 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 194 accrued dividend equivalent units. |
| Southern Company Common StockSEC Table I · non-derivative | Direct | 15,612 |
Reported balance
After 2018-02-12 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2018-02-12 · Tax withholding · Disposed 1,382 · Balance 15,612 F2: Shares withheld to satisfy required state and federal tax withholding requirements. |
| Southern Company Common StockSEC Table I · non-derivative | Direct | 59,675 |
Reported balance
After 2018-02-12 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2018-02-12 · Grant · Acquired 44,063 · Balance 59,675 F3: 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. |
| Southern Company Common StockSEC Table I · non-derivative | Direct | 42,382 |
Reported balance
After 2018-02-12 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2018-02-12 · Tax withholding · Disposed 17,293 · Balance 42,382 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 | 8,492 |
Reported balance
After 2018-02-12 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-02-12 · Exercise / conversion · Disposed 4,247 · Balance 8,492 F4: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 194 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 2015-2017 award. The Compensation and Management Succession Committee certified performance on February 12, 2018. Includes accrued dividend equivalent units.
F4: 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.
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 3, 2026 00:24 UTC | PPL Corp PPL · Entity 346 | GrantStock Unit (DDCP) · Derivative | 1,572.039 | $32.76 | $51,500.00 |
DisclosureSEC source: 0001193125-26-412361 · ownership.xml · derivative · entry 1 BEATTIE ART P · CIK 0001187458 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,394.58 Underlying: Common Stock · 1,572.039 shares Expires not disclosed F1 · derivative.exercise_price: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.exercise_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.expiration_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F2 · balance_after: Total includes the reinvestment of dividends. Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 21:41 UTC | PPL Corp PPL · Entity 346 | GrantStock Unit (DDCP) · Derivative | 1,445.817 | $35.62 | $51,500.00 |
DisclosureSEC source: 0001193125-26-295016 · ownership.xml · derivative · entry 1 BEATTIE ART P · CIK 0001187458 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,384.217 Underlying: Common Stock · 1,445.817 shares Expires not disclosed F1 · derivative.exercise_price: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.exercise_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.expiration_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F2 · balance_after: Total includes the reinvestment of dividends. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 20:18 UTC | PPL Corp PPL · Entity 346 | GrantStock Unit (DDCP) · Derivative | 1,342.195 | $38.37 | $51,500.02 |
DisclosureSEC source: 0001193125-26-140185 · ownership.xml · derivative · entry 1 BEATTIE ART P · CIK 0001187458 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,549.946 Underlying: Common Stock · 1,342.195 shares Expires not disclosed F1 · derivative.exercise_price: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.exercise_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.expiration_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F2 · balance_after: Total includes the reinvestment of dividends. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:07 UTC | PPL Corp PPL · Entity 346 | GrantStock Unit (DDCP) · Derivative | 1,466.819 | $35.11 | $51,500.02 |
DisclosureSEC source: 0001193125-26-004419 · ownership.xml · derivative · entry 1 BEATTIE ART P · CIK 0001187458 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,859.693 Underlying: Common Stock · 1,466.819 shares Expires not disclosed F1 · derivative.exercise_price: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.exercise_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.expiration_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F2 · balance_after: Total includes the reinvestment of dividends. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 20:32 UTC | PPL Corp PPL · Entity 346 | GrantStock Unit (DDCP) · Derivative | 1,673.955 | $36.59 | $61,250.01 |
DisclosureSEC source: 0001193125-25-228434 · ownership.xml · derivative · entry 1 BEATTIE ART P · CIK 0001187458 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,043.278 Underlying: Common Stock · 1,673.955 shares Expires not disclosed F1 · derivative.exercise_price: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.exercise_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.expiration_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F2 · balance_after: Total includes the reinvestment of dividends. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:05 UTC | PPL Corp PPL · Entity 346 | GrantStock Unit (DDCP) · Derivative | 1,802.001 | $33.99 | $61,250.01 |
DisclosureSEC source: 0000950170-25-092943 · ownership.xml · derivative · entry 1 BEATTIE ART P · CIK 0001187458 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,048.723 Underlying: Common Stock · 1,802.001 shares Expires not disclosed F1 · derivative.exercise_price: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.exercise_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.expiration_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F2 · balance_after: Total includes the reinvestment of dividends. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:56 UTC | PPL Corp PPL · Entity 346 | GrantStock Unit (DDCP) · Derivative | 1,698.558 | $36.06 | $61,250.00 |
DisclosureSEC source: 0000950170-25-050701 · ownership.xml · derivative · entry 1 BEATTIE ART P · CIK 0001187458 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,918.674 Underlying: Common Stock · 1,698.558 shares Expires not disclosed F1 · derivative.exercise_price: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.exercise_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.expiration_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F2 · balance_after: Total includes the reinvestment of dividends. Read SEC document |
| January 02, 2025 Filed Jan 4, 2025 00:53 UTC | PPL Corp PPL · Entity 346 | GrantStock Unit (DDCP) · Derivative | 1,903.356 | $32.18 | $61,250.00 |
DisclosureSEC source: 0000950170-25-001506 · ownership.xml · derivative · entry 1 BEATTIE ART P · CIK 0001187458 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,925.959 Underlying: Common Stock · 1,903.356 shares Expires not disclosed F1 · derivative.exercise_price: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.exercise_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.expiration_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F2 · balance_after: Total includes the reinvestment of dividends. Read SEC document |
| October 01, 2024 Filed Oct 2, 2024 20:36 UTC | PPL Corp PPL · Entity 346 | GrantStock Unit (DDCP) · Derivative | 1,767.981 | $33.23 | $58,750.01 |
DisclosureSEC source: 0000950170-24-111526 · ownership.xml · derivative · entry 1 BEATTIE ART P · CIK 0001187458 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,728.705 Underlying: Common Stock · 1,767.981 shares Expires not disclosed F1 · derivative.exercise_price: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.exercise_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.expiration_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F2 · balance_after: Total includes the reinvestment of dividends. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 18:36 UTC | PPL Corp PPL · Entity 346 | GrantStock Unit (DDCP) · Derivative | 2,147.295 | $27.36 | $58,749.99 |
DisclosureSEC source: 0000950170-24-081332 · ownership.xml · derivative · entry 1 BEATTIE ART P · CIK 0001187458 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,691.896 Underlying: Common Stock · 2,147.295 shares Expires not disclosed F1 · derivative.exercise_price: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.exercise_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.expiration_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F2 · balance_after: Total includes the reinvestment of dividends. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 20:37 UTC | PPL Corp PPL · Entity 346 | GrantStock Unit (DDCP) · Derivative | 2,136.363 | $27.50 | $58,749.98 |
DisclosureSEC source: 0000950170-24-040254 · ownership.xml · derivative · entry 1 BEATTIE ART P · CIK 0001187458 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,241.161 Underlying: Common Stock · 2,136.363 shares Expires not disclosed F1 · derivative.exercise_price: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.exercise_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.expiration_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F2 · balance_after: Total includes the reinvestment of dividends. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 21:01 UTC | PPL Corp PPL · Entity 346 | GrantStock Unit (DDCP) · Derivative | 2,135.587 | $27.51 | $58,750.00 |
DisclosureSEC source: 0001209191-24-000317 · doc4.xml · derivative · entry 1 BEATTIE ART P · CIK 0001187458 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,825.523 Underlying: Common Stock · 2,135.587 shares Expires not disclosed F1 · derivative.exercise_price: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.exercise_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.expiration_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F2 · balance_after: Total includes the reinvestment of dividends. Read SEC document |
| October 02, 2023 Filed Oct 3, 2023 20:04 UTC | PPL Corp PPL · Entity 346 | GrantStock Unit (DDCP) · Derivative | 2,522.173 | $22.55 | $56,875.00 |
DisclosureSEC source: 0001209191-23-051386 · doc4.xml · derivative · entry 1 BEATTIE ART P · CIK 0001187458 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,450.456 Underlying: Common Stock · 2,522.173 shares Expires not disclosed F1 · derivative.exercise_price: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.exercise_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.expiration_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F2 · balance_after: Total includes the reinvestment of dividends. Read SEC document |
| July 03, 2023 Filed Jul 5, 2023 20:22 UTC | PPL Corp PPL · Entity 346 | GrantStock Unit (DDCP) · Derivative | 2,132.546 | $26.67 | $56,875.00 |
DisclosureSEC source: 0001209191-23-041051 · doc4.xml · derivative · entry 1 BEATTIE ART P · CIK 0001187458 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,665.765 Underlying: Common Stock · 2,132.546 shares Expires not disclosed F1 · derivative.exercise_price: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.exercise_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.expiration_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F2 · balance_after: Total includes the reinvestment of dividends. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 20:04 UTC | PPL Corp PPL · Entity 346 | GrantStock Unit (DDCP) · Derivative | 2,062.183 | $27.58 | $56,875.01 |
DisclosureSEC source: 0001209191-23-023254 · doc4.xml · derivative · entry 1 BEATTIE ART P · CIK 0001187458 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,332.254 Underlying: Common Stock · 2,062.183 shares Expires not disclosed F1 · derivative.exercise_price: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.exercise_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.expiration_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F2 · balance_after: Total includes the reinvestment of dividends. Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 21:21 UTC | PPL Corp PPL · Entity 346 | GrantStock Unit (DDCP) · Derivative | 1,947.774 | $29.20 | $56,875.00 |
DisclosureSEC source: 0001209191-23-000917 · doc4.xml · derivative · entry 1 BEATTIE ART P · CIK 0001187458 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,095.204 Underlying: Common Stock · 1,947.774 shares Expires not disclosed F1 · derivative.exercise_price: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.exercise_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.expiration_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F2 · balance_after: Total includes the reinvestment of dividends. Read SEC document |
| October 03, 2022 Filed Oct 4, 2022 22:16 UTC | PPL Corp PPL · Entity 346 | GrantStock Unit (DDCP) · Derivative | 2,182.463 | $26.06 | $56,874.99 |
DisclosureSEC source: 0001209191-22-052472 · doc4.xml · derivative · entry 1 BEATTIE ART P · CIK 0001187458 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,008.665 Underlying: Common Stock · 2,182.463 shares Expires not disclosed F1 · derivative.exercise_price: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.exercise_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.expiration_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F2 · balance_after: Total includes the reinvestment of dividends. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 20:08 UTC | PPL Corp PPL · Entity 346 | GrantStock Unit (DDCP) · Derivative | 2,048.811 | $27.76 | $56,874.99 |
DisclosureSEC source: 0001209191-22-040569 · doc4.xml · derivative · entry 1 BEATTIE ART P · CIK 0001187458 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,690.73 Underlying: Common Stock · 2,048.811 shares Expires not disclosed F1 · derivative.exercise_price: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.exercise_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.expiration_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F2 · balance_after: Total includes the reinvestment of dividends. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 20:15 UTC | PPL Corp PPL · Entity 346 | GrantStock Unit (DDCP) · Derivative | 1,959.855 | $29.02 | $56,874.99 |
DisclosureSEC source: 0001209191-22-022338 · doc4.xml · derivative · entry 1 BEATTIE ART P · CIK 0001187458 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,532.237 Underlying: Common Stock · 1,959.855 shares Expires not disclosed F1 · derivative.exercise_price: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.exercise_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.expiration_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F2 · balance_after: Total includes the reinvestment of dividends. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 21:57 UTC | PPL Corp PPL · Entity 346 | GrantStock Unit (DDCP) · Derivative | 42.294 | $25.45 | $1,076.38 |
DisclosureSEC source: 0001209191-22-014826 · doc4.xml · derivative · entry 1 BEATTIE ART P · CIK 0001187458 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,493.174 Underlying: Common Stock · 42.294 shares Expires not disclosed F1 · derivative.exercise_price: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F2 · price: Represents the closing price on 03/01/2022 for a pro rata amount of deferred stock awarded to Mr. Beattie in connection with his appointment as the new Chair of the Audit Committee. F1 · derivative.exercise_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F1 · derivative.expiration_date: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F3 · balance_after: Total includes the reinvestment of dividends. Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 21:29 UTC | PPL Corp PPL · Entity 346 | GrantStock Unit (DDCP) · Derivative | 1,783.345 | $30.14 | $53,750.02 |
DisclosureSEC source: 0001209191-22-000780 · doc4.xml · derivative · entry 1 BEATTIE ART P · CIK 0001187458 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,450.88 Underlying: Common Stock · 1,783.345 shares Expires not disclosed F1 · derivative.exercise_price: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F2 · derivative.exercise_date: Payout of the underlying securities occurs as noted above in Note 1. F2 · derivative.expiration_date: Payout of the underlying securities occurs as noted above in Note 1. F3 · balance_after: Total includes the reinvestment of dividends. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 20:23 UTC | PPL Corp PPL · Entity 346 | GrantStock Unit (DDCP) · Derivative | 1,855.329 | $27.96 | $51,875.00 |
DisclosureSEC source: 0001209191-21-059393 · doc4.xml · derivative · entry 1 BEATTIE ART P · CIK 0001187458 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,536.229 Underlying: Common Stock · 1,855.329 shares Expires not disclosed F1 · derivative.exercise_price: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F2 · derivative.exercise_date: Payout of the underlying securities occurs as noted above in Note 1. F2 · derivative.expiration_date: Payout of the underlying securities occurs as noted above in Note 1. F3 · balance_after: Total includes the reinvestment of dividends. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 20:21 UTC | PPL Corp PPL · Entity 346 | GrantStock Unit (DDCP) · Derivative | 1,835.633 | $28.26 | $51,874.99 |
DisclosureSEC source: 0001209191-21-045445 · doc4.xml · derivative · entry 1 BEATTIE ART P · CIK 0001187458 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,568.563 Underlying: Common Stock · 1,835.633 shares Expires not disclosed F1 · derivative.exercise_price: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F2 · derivative.exercise_date: Payout of the underlying securities occurs as noted above in Note 1. F2 · derivative.expiration_date: Payout of the underlying securities occurs as noted above in Note 1. F3 · balance_after: Total includes the reinvestment of dividends. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 21:52 UTC | PPL Corp PPL · Entity 346 | GrantStock Unit (DDCP) · Derivative | 1,803.093 | $28.77 | $51,874.99 |
DisclosureSEC source: 0001209191-21-025317 · doc4.xml · derivative · entry 1 BEATTIE ART P · CIK 0001187458 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,649.96 Underlying: Common Stock · 1,803.093 shares Expires not disclosed F1 · derivative.exercise_price: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F2 · derivative.exercise_date: Payout of the underlying securities occurs as noted above in Note 1. F2 · derivative.expiration_date: Payout of the underlying securities occurs as noted above in Note 1. F3 · balance_after: Total includes the reinvestment of dividends. Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 21:11 UTC | PPL Corp PPL · Entity 346 | GrantStock Unit (DDCP) · Derivative | 1,880.892 | $27.58 | $51,875.00 |
DisclosureSEC source: 0001209191-21-000973 · doc4.xml · derivative · entry 1 BEATTIE ART P · CIK 0001187458 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,792.166 Underlying: Common Stock · 1,880.892 shares Expires not disclosed F1 · derivative.exercise_price: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F2 · derivative.exercise_date: Payout of the underlying securities occurs as noted above in Note 1. F2 · derivative.expiration_date: Payout of the underlying securities occurs as noted above in Note 1. F3 · balance_after: Total includes the reinvestment of dividends. Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 14:14 UTC | PPL Corp PPL · Entity 346 | GrantStock Unit (DDCP) · Derivative | 1,882.941 | $27.55 | $51,875.02 |
DisclosureSEC source: 0001209191-20-052852 · doc4.xml · derivative · entry 1 BEATTIE ART P · CIK 0001187458 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,882.941 Underlying: Common Stock · 1,882.941 shares Expires not disclosed F1 · derivative.exercise_price: No conversion or exercise price applies as, under the terms of the Directors Deferred Compensation Plan (DDCP), payout of the underlying securities will occur following a director's retirement. F2 · derivative.exercise_date: Payout of the underlying securities occurs as noted above in Note 1. F2 · derivative.expiration_date: Payout of the underlying securities occurs as noted above in Note 1. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:32 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 4,247 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010008 · doc4.xml · derivative · entry 5 BEATTIE ART P · CIK 0001187458 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,492 Underlying: Southern Company Common Stock · 4,247 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 22:32 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 17,293 | $44.68 | $772,651.24 |
DisclosureSEC source: 0001209191-18-010008 · doc4.xml · nonDerivative · entry 4 BEATTIE ART P · CIK 0001187458 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,382 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:32 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 44,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010008 · doc4.xml · nonDerivative · entry 3 BEATTIE ART P · CIK 0001187458 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,675 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 22:32 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,382 | $44.68 | $61,747.76 |
DisclosureSEC source: 0001209191-18-010008 · doc4.xml · nonDerivative · entry 2 BEATTIE ART P · CIK 0001187458 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,612 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:32 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 4,441 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010008 · doc4.xml · nonDerivative · entry 1 BEATTIE ART P · CIK 0001187458 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,994 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 194 accrued dividend equivalent units. Read SEC document |
| October 26, 2017 Filed Oct 30, 2017 21:38 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 46,941 | $0.00 Strike: $41.28 | $0.00 |
DisclosureSEC source: 0001209191-17-058357 · doc4.xml · derivative · entry 5 BEATTIE ART P · CIK 0001187458 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 46,941 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. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. F2 · security: Options vest 33% per year on the anniversary of the grant date. F3 · security: Includes the right to have shares withheld upon exercise to satisfy tax withholding obligations. Read SEC document |
| October 26, 2017 Filed Oct 30, 2017 21:38 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 46,941 | $52.50 | $2,464,402.50 |
DisclosureSEC source: 0001209191-17-058357 · doc4.xml · nonDerivative · entry 2 BEATTIE ART P · CIK 0001187458 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,553 Read SEC document |
| October 26, 2017 Filed Oct 30, 2017 21:38 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 46,941 | $41.28 | $1,937,724.48 |
DisclosureSEC source: 0001209191-17-058357 · doc4.xml · nonDerivative · entry 1 BEATTIE ART P · CIK 0001187458 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,494 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 14, 2017 Filed Jun 15, 2017 17:25 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 46,940 | $0.00 Strike: $41.28 | $0.00 |
DisclosureSEC source: 0001209191-17-040052 · doc4.xml · derivative · entry 4 BEATTIE ART P · CIK 0001187458 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,941 Underlying: Southern Company Common Stock · 46,940 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. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. F2 · security: Options vest 33% per year on the anniversary of the grant date. F3 · security: Includes the right to have shares withheld upon exercise to satisfy tax withholding obligations. Read SEC document |
| June 14, 2017 Filed Jun 15, 2017 17:25 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 46,940 | $51.50 | $2,417,410.00 |
DisclosureSEC source: 0001209191-17-040052 · doc4.xml · nonDerivative · entry 2 BEATTIE ART P · CIK 0001187458 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,553 F1 · acquired: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| June 14, 2017 Filed Jun 15, 2017 17:25 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 46,940 | $41.28 | $1,937,683.20 |
DisclosureSEC source: 0001209191-17-040052 · doc4.xml · nonDerivative · entry 1 BEATTIE ART P · CIK 0001187458 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,493 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · acquired: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.