Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PINNACLE WEST CAPITAL CORPPNW · Entity 3465 | Director | May 14, 2026 | May 18, 2026 |
| SOUTHERN COSO · Entity 1308 | Director | October 01, 2026 | October 05, 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.
PINNACLE WEST CAPITAL CORP
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,665 |
Reported balance
After 2026-05-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 1,665 · Balance 1,665 F1: Each Stock Unit is the economic equivalent of one share of Pinnacle West common stock. The Stock Units vested on May 14, 2026 and will be settled in shares of common stock. The reporting person elected to defer settlement until the last business day of the month following the month in which the reporting person separates from service from the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Stock Unit is the economic equivalent of one share of Pinnacle West common stock. The Stock Units vested on May 14, 2026 and will be settled in shares of common stock. The reporting person elected to defer settlement until the last business day of the month following the month in which the reporting person separates from service from the Company.
SOUTHERN CO
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock Units HoldingSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 12,235.2278 |
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 539.1159 · Balance 12,235.2278 F1: Represents quarterly director equity retainer paid under the Southern Company 2021 Equity and Incentive Compensation Plan and deferred pursuant to the Deferred Compensation Plan for Outside Directors of The Southern Company (Deferred Compensation Plan). Each deferred stock unit represents the right to receive one share of Southern Company common stock. F2: Deferred stock units are settled in shares of Southern Company common stock on the date(s) following the termination of the reporting person's service on the Board as specified by the reporting person pursuant to the Deferred Compensation Plan. There is no exercise or expiration date. F3: Includes additional deferred stock units acquired through the dividend reinvestment feature of the Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents quarterly director equity retainer paid under the Southern Company 2021 Equity and Incentive Compensation Plan and deferred pursuant to the Deferred Compensation Plan for Outside Directors of The Southern Company (Deferred Compensation Plan). Each deferred stock unit represents the right to receive one share of Southern Company common stock.
F2: Deferred stock units are settled in shares of Southern Company common stock on the date(s) following the termination of the reporting person's service on the Board as specified by the reporting person pursuant to the Deferred Compensation Plan. There is no exercise or expiration date.
F3: Includes additional deferred stock units acquired through the dividend reinvestment feature of the Deferred Compensation Plan.
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 5, 2026 18:13 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units Holding · Derivative | 539.1159 | $83.47 Strike: $0.00 | $45,000.00 |
DisclosureSEC source: 0001193125-26-413936 · ownership.xml · derivative · entry 1 Svinicki Kristine L · CIK 0001889194 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,235.2278 Underlying: Southern Company Common Stock · 539.1159 shares Expires not disclosed F1 · security: Represents quarterly director equity retainer paid under the Southern Company 2021 Equity and Incentive Compensation Plan and deferred pursuant to the Deferred Compensation Plan for Outside Directors of The Southern Company (Deferred Compensation Plan). Each deferred stock unit represents the right to receive one share of Southern Company common stock. F2 · derivative.exercise_date: Deferred stock units are settled in shares of Southern Company common stock on the date(s) following the termination of the reporting person's service on the Board as specified by the reporting person pursuant to the Deferred Compensation Plan. There is no exercise or expiration date. F2 · derivative.expiration_date: Deferred stock units are settled in shares of Southern Company common stock on the date(s) following the termination of the reporting person's service on the Board as specified by the reporting person pursuant to the Deferred Compensation Plan. There is no exercise or expiration date. F3 · balance_after: Includes additional deferred stock units acquired through the dividend reinvestment feature of the Deferred Compensation Plan. Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 14:16 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units Holding · Derivative | 473.0866 | $95.12 Strike: $0.00 | $45,000.00 |
DisclosureSEC source: 0001193125-26-293683 · ownership.xml · derivative · entry 1 Svinicki Kristine L · CIK 0001889194 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,597.0696 Underlying: Southern Company Common Stock · 473.0866 shares Expires not disclosed F1 · security: Represents quarterly director equity retainer paid under the Southern Company 2021 Equity and Incentive Compensation Plan and deferred pursuant to the Deferred Compensation Plan for Outside Directors of The Southern Company (Deferred Compensation Plan). Each deferred stock unit represents the right to receive one share of Southern Company common stock. F2 · derivative.exercise_date: Deferred stock units are settled in shares of Southern Company common stock on the date(s) following the termination of the reporting person's service on the Board as specified by the reporting person pursuant to the Deferred Compensation Plan. There is no exercise or expiration date. F2 · derivative.expiration_date: Deferred stock units are settled in shares of Southern Company common stock on the date(s) following the termination of the reporting person's service on the Board as specified by the reporting person pursuant to the Deferred Compensation Plan. There is no exercise or expiration date. F3 · balance_after: Includes additional deferred stock units acquired through the dividend reinvestment feature of the Deferred Compensation Plan. Read SEC document |
| May 14, 2026 Filed May 18, 2026 20:44 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | GrantStock Units · Derivative | 1,665 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-036001 · wk-form4_1779137042.xml · derivative · entry 1 Svinicki Kristine L · CIK 0001889194 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,665 Underlying: Common Stock · 1,665 shares Expires not disclosed F1 · derivative.exercise_price: Each Stock Unit is the economic equivalent of one share of Pinnacle West common stock. The Stock Units vested on May 14, 2026 and will be settled in shares of common stock. The reporting person elected to defer settlement until the last business day of the month following the month in which the reporting person separates from service from the Company. F1 · price: Each Stock Unit is the economic equivalent of one share of Pinnacle West common stock. The Stock Units vested on May 14, 2026 and will be settled in shares of common stock. The reporting person elected to defer settlement until the last business day of the month following the month in which the reporting person separates from service from the Company. F1 · derivative.exercise_date: Each Stock Unit is the economic equivalent of one share of Pinnacle West common stock. The Stock Units vested on May 14, 2026 and will be settled in shares of common stock. The reporting person elected to defer settlement until the last business day of the month following the month in which the reporting person separates from service from the Company. F1 · derivative.expiration_date: Each Stock Unit is the economic equivalent of one share of Pinnacle West common stock. The Stock Units vested on May 14, 2026 and will be settled in shares of common stock. The reporting person elected to defer settlement until the last business day of the month following the month in which the reporting person separates from service from the Company. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 19:41 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units Holding · Derivative | 464.2047 | $96.94 Strike: $0.00 | $45,000.00 |
DisclosureSEC source: 0001193125-26-139959 · ownership.xml · derivative · entry 1 Svinicki Kristine L · CIK 0001889194 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,032.1291 Underlying: Southern Company Common Stock · 464.2047 shares Expires not disclosed F1 · security: Represents quarterly director equity retainer paid under the Southern Company 2021 Equity and Incentive Compensation Plan and deferred pursuant to the Deferred Compensation Plan for Outside Directors of The Southern Company (Deferred Compensation Plan). Each deferred stock unit represents the right to receive one share of Southern Company common stock. F2 · derivative.exercise_date: Deferred stock units are settled in shares of Southern Company common stock on the date(s) following the termination of the reporting person's service on the Board as specified by the reporting person pursuant to the Deferred Compensation Plan. There is no exercise or expiration date. F2 · derivative.expiration_date: Deferred stock units are settled in shares of Southern Company common stock on the date(s) following the termination of the reporting person's service on the Board as specified by the reporting person pursuant to the Deferred Compensation Plan. There is no exercise or expiration date. F3 · balance_after: Includes additional deferred stock units acquired through the dividend reinvestment feature of the Deferred Compensation Plan. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 16:46 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units Holding · Derivative | 516.055 | $87.20 Strike: $0.00 | $45,000.00 |
DisclosureSEC source: 0001193125-26-003771 · ownership.xml · derivative · entry 1 Svinicki Kristine L · CIK 0001889194 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,488.3045 Underlying: Southern Company Common Stock · 516.055 shares Expires not disclosed F1 · security: Represents quarterly director equity retainer paid under the Southern Company 2021 Equity and Incentive Compensation Plan and deferred pursuant to the Deferred Compensation Plan for Outside Directors of The Southern Company (Deferred Compensation Plan). Each deferred stock unit represents the right to receive one share of Southern Company common stock. F2 · derivative.exercise_date: Deferred stock units are settled in shares of Southern Company common stock on the date(s) following the termination of the reporting person's service on the Board as specified by the reporting person pursuant to the Deferred Compensation Plan. There is no exercise or expiration date. F2 · derivative.expiration_date: Deferred stock units are settled in shares of Southern Company common stock on the date(s) following the termination of the reporting person's service on the Board as specified by the reporting person pursuant to the Deferred Compensation Plan. There is no exercise or expiration date. F3 · balance_after: Includes additional deferred stock units acquired through the dividend reinvestment feature of the Deferred Compensation Plan. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 20:00 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units Holding · Derivative | 448.3122 | $94.80 Strike: $0.00 | $42,500.00 |
DisclosureSEC source: 0001193125-25-228257 · ownership.xml · derivative · entry 1 Svinicki Kristine L · CIK 0001889194 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,886.7401 Underlying: Southern Company Common Stock · 448.3122 shares Expires not disclosed F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 15:40 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units Holding · Derivative | 460.455 | $92.30 Strike: $0.00 | $42,500.00 |
DisclosureSEC source: 0000950170-25-092647 · ownership.xml · derivative · entry 2 Svinicki Kristine L · CIK 0001889194 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,362.1535 Underlying: Southern Company Common Stock · 460.455 shares Expires not disclosed F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. Read SEC document |
| May 21, 2025 Filed May 22, 2025 22:36 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | GrantStock Units · Derivative | 1,783 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-027374 · wk-form4_1747953373.xml · derivative · entry 1 Svinicki Kristine L · CIK 0001889194 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,783 Underlying: Common Stock · 1,783 shares Expires not disclosed F1 · derivative.exercise_price: Each Stock Unit is the economic equivalent of one share of Pinnacle West common stock. The Stock Units vested on May 21, 2025 and will be settled in shares of common stock. The reporting person elected to defer settlement until the second anniversary in which the reporting person separates from service from the Company. F1 · price: Each Stock Unit is the economic equivalent of one share of Pinnacle West common stock. The Stock Units vested on May 21, 2025 and will be settled in shares of common stock. The reporting person elected to defer settlement until the second anniversary in which the reporting person separates from service from the Company. F1 · derivative.exercise_date: Each Stock Unit is the economic equivalent of one share of Pinnacle West common stock. The Stock Units vested on May 21, 2025 and will be settled in shares of common stock. The reporting person elected to defer settlement until the second anniversary in which the reporting person separates from service from the Company. F1 · derivative.expiration_date: Each Stock Unit is the economic equivalent of one share of Pinnacle West common stock. The Stock Units vested on May 21, 2025 and will be settled in shares of common stock. The reporting person elected to defer settlement until the second anniversary in which the reporting person separates from service from the Company. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 14:00 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units Holding · Derivative | 462.8621 | $91.82 Strike: $0.00 | $42,500.00 |
DisclosureSEC source: 0000950170-25-049994 · ownership.xml · derivative · entry 1 Svinicki Kristine L · CIK 0001889194 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,827.6843 Underlying: Southern Company Common Stock · 462.8621 shares Expires not disclosed F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 17:00 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units Holding · Derivative | 516.2779 | $82.32 Strike: $0.00 | $42,500.00 |
DisclosureSEC source: 0000950170-25-001784 · ownership.xml · derivative · entry 1 Svinicki Kristine L · CIK 0001889194 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,297.4846 Underlying: Southern Company Common Stock · 516.2779 shares Expires not disclosed F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. Read SEC document |
| October 01, 2024 Filed Oct 2, 2024 21:10 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units Holding · Derivative | 467.6496 | $90.88 Strike: $0.00 | $42,500.00 |
DisclosureSEC source: 0000950170-24-111640 · ownership.xml · derivative · entry 1 Svinicki Kristine L · CIK 0001889194 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,715.7037 Underlying: Southern Company Common Stock · 467.6496 shares Expires not disclosed F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 14:50 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units Holding · Derivative | 551.9481 | $77.00 Strike: $0.00 | $42,500.00 |
DisclosureSEC source: 0000950170-24-081153 · ownership.xml · derivative · entry 1 Svinicki Kristine L · CIK 0001889194 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,189.5037 Underlying: Southern Company Common Stock · 551.9481 shares Expires not disclosed F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. Read SEC document |
| May 22, 2024 Filed May 23, 2024 22:42 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | GrantStock Units · Derivative | 1,908 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-064175 · ownership.xml · derivative · entry 1 Svinicki Kristine L · CIK 0001889194 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,908 Underlying: Common Stock · 1,908 shares Expires not disclosed F1 · derivative.exercise_price: Each Stock Unit is the economic equivalent of one share of Pinnacle West common stock. The Stock Units vested on May 22, 2024 and will be settled in shares of common stock. The reporting person elected to defer settlement until the last business day of the month following the month in which the reporting person separates from service from the Company. F1 · price: Each Stock Unit is the economic equivalent of one share of Pinnacle West common stock. The Stock Units vested on May 22, 2024 and will be settled in shares of common stock. The reporting person elected to defer settlement until the last business day of the month following the month in which the reporting person separates from service from the Company. F1 · derivative.exercise_date: Each Stock Unit is the economic equivalent of one share of Pinnacle West common stock. The Stock Units vested on May 22, 2024 and will be settled in shares of common stock. The reporting person elected to defer settlement until the last business day of the month following the month in which the reporting person separates from service from the Company. F1 · derivative.expiration_date: Each Stock Unit is the economic equivalent of one share of Pinnacle West common stock. The Stock Units vested on May 22, 2024 and will be settled in shares of common stock. The reporting person elected to defer settlement until the last business day of the month following the month in which the reporting person separates from service from the Company. Read SEC document |
| April 01, 2024 Filed Apr 5, 2024 18:56 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 597.7496 | $71.10 Strike: $0.00 | $42,500.00 |
DisclosureSEC source: 0001209191-24-005253 · doc4.xml · derivative · entry 1 Svinicki Kristine L · CIK 0001889194 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,577.3434 Underlying: Southern Company Common Stock · 597.7496 shares Expires not disclosed F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. Read SEC document |
| January 02, 2024 Filed Jan 2, 2024 21:26 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 606.1038 | $70.12 Strike: $0.00 | $42,500.00 |
DisclosureSEC source: 0001209191-24-000112 · doc4.xml · derivative · entry 1 Svinicki Kristine L · CIK 0001889194 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,919.1765 Underlying: Southern Company Common Stock · 606.1038 shares Expires not disclosed F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. Read SEC document |
| October 02, 2023 Filed Oct 2, 2023 20:51 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 618.047 | $64.72 Strike: $0.00 | $40,000.00 |
DisclosureSEC source: 0001209191-23-051117 · doc4.xml · derivative · entry 1 Svinicki Kristine L · CIK 0001889194 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,262.0975 Underlying: Southern Company Common Stock · 618.047 shares Expires not disclosed F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. Read SEC document |
| July 03, 2023 Filed Jul 3, 2023 22:16 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 569.395 | $70.25 Strike: $0.00 | $40,000.00 |
DisclosureSEC source: 0001209191-23-040674 · doc4.xml · derivative · entry 1 Svinicki Kristine L · CIK 0001889194 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,595.4943 Underlying: Southern Company Common Stock · 569.395 shares Expires not disclosed F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. Read SEC document |
| May 17, 2023 Filed May 19, 2023 22:18 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | GrantCommon Stock | 1,908 | $78.52 | $149,816.16 |
DisclosureSEC source: 0001209191-23-031224 · doc4.xml · nonDerivative · entry 1 Svinicki Kristine L · CIK 0001889194 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,634 Read SEC document |
| April 03, 2023 Filed Apr 3, 2023 20:50 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 574.8778 | $69.58 Strike: $0.00 | $40,000.00 |
DisclosureSEC source: 0001209191-23-022249 · doc4.xml · derivative · entry 1 Svinicki Kristine L · CIK 0001889194 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,985.8786 Underlying: Southern Company Common Stock · 574.8778 shares Expires not disclosed F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 16:44 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | GrantCommon Stock | 626 | $73.29 | $45,879.54 |
DisclosureSEC source: 0001209191-23-014475 · doc4.xml · nonDerivative · entry 1 Svinicki Kristine L · CIK 0001889194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 726 Read SEC document |
| January 03, 2023 Filed Jan 3, 2023 21:35 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 560.1456 | $71.41 Strike: $0.00 | $40,000.00 |
DisclosureSEC source: 0001209191-23-000246 · doc4.xml · derivative · entry 1 Svinicki Kristine L · CIK 0001889194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,375.8092 Underlying: Southern Company Common Stock · 560.1456 shares Expires not disclosed F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. Read SEC document |
| October 03, 2022 Filed Oct 3, 2022 20:40 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 588.2353 | $68.00 Strike: $0.00 | $40,000.00 |
DisclosureSEC source: 0001209191-22-051856 · doc4.xml · derivative · entry 1 Svinicki Kristine L · CIK 0001889194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,787.9792 Underlying: Southern Company Common Stock · 588.2353 shares Expires not disclosed F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 20:33 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 546.8964 | $73.14 Strike: $0.00 | $40,000.00 |
DisclosureSEC source: 0001209191-22-040715 · doc4.xml · derivative · entry 1 Svinicki Kristine L · CIK 0001889194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,180.6791 Underlying: Southern Company Common Stock · 546.8964 shares Expires not disclosed F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 20:46 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 539.6654 | $74.12 Strike: $0.00 | $40,000.00 |
DisclosureSEC source: 0001209191-22-022454 · doc4.xml · derivative · entry 1 Svinicki Kristine L · CIK 0001889194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,619.1704 Underlying: Southern Company Common Stock · 539.6654 shares Expires not disclosed F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date Read SEC document |
| January 03, 2022 Filed Jan 3, 2022 22:04 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,069.3107 | $68.58 Strike: $0.00 | $73,333.33 |
DisclosureSEC source: 0001209191-22-000232 · doc4.xml · derivative · entry 1 Svinicki Kristine L · CIK 0001889194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,069.3107 Underlying: Southern Company Common Stock · 1,069.3107 shares Expires not disclosed F1 · security: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.