Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CAPITAL CITY BANK GROUP INCCCBG · Entity 5070 | Director · CHAIRMAN, PRESIDENT & CEO · 10% owner | January 20, 2026 | January 22, 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.
CAPITAL CITY BANK GROUP INC
Report date January 20, 2026 · Filed January 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,378,568 |
Ending reported balance
After 2026-01-20 transaction · row 6
2 source rows · reconciled sequenceRow 1 · 2026-01-20 · Grant · Acquired 9,868 · Balance 2,369,664 F1: Shares granted to the reporting person under an Associate Stock-based Incentive Plan (ASIP) that was established under the Registrant's Associate Incentive Plan (AIP). Row 6 · 2026-01-20 · Grant · Acquired 8,904 · Balance 2,378,568 F4: Shares granted to the reporting person under a Stock-based Long-term Incentive Plan (LTIP) that was established under the Registrant's Associate Incentive Plan (AIP). |
| Common StockSEC Table I · non-derivative | IndirectSSX2,LLC | 524,694 |
Reported balance
Holding disclosure · report date 2026-01-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 524,694 |
| Common StockSEC Table I · non-derivative | IndirectIRA | 6,079 |
Reported balance
Holding disclosure · report date 2026-01-20 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,079 F2: Includes 149 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. |
| Common StockSEC Table I · non-derivative | IndirectSpouse | 55,666 |
Reported balance
Holding disclosure · report date 2026-01-20 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 55,666 |
| Common StockSEC Table I · non-derivative | IndirectSpouse-IRA | 5,713 |
Reported balance
Holding disclosure · report date 2026-01-20 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 5,713 F3: Includes 140 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 granted to the reporting person under an Associate Stock-based Incentive Plan (ASIP) that was established under the Registrant's Associate Incentive Plan (AIP).
F2: Includes 149 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.
F3: Includes 140 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.
F4: Shares granted to the reporting person under a Stock-based Long-term Incentive Plan (LTIP) that was established under the Registrant's Associate Incentive Plan (AIP).
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 | 165,393.085 |
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 988.3791 · Balance 165,393.085 F1: Represents quarterly director cash and 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 cash and 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, 2018 Filed Oct 2, 2018 20:28 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,548.1651 | $43.60 Strike: $0.00 | $67,500.00 |
DisclosureSEC source: 0001209191-18-053143 · doc4.xml · derivative · entry 1 SMITH WILLIAM G JR · CIK 0000909019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,679.4803 Underlying: Southern Company Common Stock · 1,548.1651 shares Expires not disclosed 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, 2018 Filed Jan 2, 2019 23:44 UTC Amendment | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,563.2237 | $43.18 Strike: $0.00 | $67,500.00 |
DisclosureSEC source: 0001209191-19-000468 · doc4a.xml · derivative · entry 1 SMITH WILLIAM G JR · CIK 0000909019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,640.543 Underlying: Southern Company Common Stock · 1,563.2237 shares Expires not disclosed F1 · shares: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. Amendment filed to correct the total number of deferred stock units beneficially owned under the Deferred Compensation Plan on October 1, 2018. The price of the derivative security was based on the closing price as of September 28, 2018 rather than October 1, 2018. The correction results in an increase to the total number of deferred stock units beneficially owned. F2 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F2 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date. F3 · balance_after: Includes dividends accrued on March 6, June 6, September 6 and December 6, 2018. Read SEC document |
| July 02, 2018 Filed Jul 2, 2018 21:49 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,457.5686 | $46.31 Strike: $0.00 | $67,500.00 |
DisclosureSEC source: 0001209191-18-040476 · doc4.xml · derivative · entry 1 SMITH WILLIAM G JR · CIK 0000909019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,131.3152 Underlying: Southern Company Common Stock · 1,457.5686 shares Expires not disclosed 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 02, 2018 Filed May 20, 2019 23:31 UTC Amendment | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,494.9496 | $46.31 Strike: $0.00 | $69,231.12 |
DisclosureSEC source: 0001209191-19-031547 · doc4a.xml · derivative · entry 1 SMITH WILLIAM G JR · CIK 0000909019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,168.6962 Underlying: Southern Company Common Stock · 1,494.9496 shares Expires not disclosed F1 · shares: Amendment filed to correct the number of shares of common stock issuable to Mr. Smith on July 2, 2018, 35.9965 shares of common stock, for his appointment as Audit Committee Chair on May 23, 2018. The total number of common stock beneficially owned includes reinvested dividends. F2 · derivative.exercise_date: Acquired pursuant to Southern's Deferred Compensation Plan for Outside Directors, payable in stock only upon termination. There is no exercise or expiration date. F2 · derivative.expiration_date: Acquired pursuant to Southern's Deferred Compensation Plan for Outside Directors, payable in stock only upon termination. There is no exercise or expiration date. F1 · derivative.underlying_shares: Amendment filed to correct the number of shares of common stock issuable to Mr. Smith on July 2, 2018, 35.9965 shares of common stock, for his appointment as Audit Committee Chair on May 23, 2018. The total number of common stock beneficially owned includes reinvested dividends. F1 · balance_after: Amendment filed to correct the number of shares of common stock issuable to Mr. Smith on July 2, 2018, 35.9965 shares of common stock, for his appointment as Audit Committee Chair on May 23, 2018. The total number of common stock beneficially owned includes reinvested dividends. Read SEC document |
| April 02, 2018 Filed Apr 3, 2018 20:24 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,399.4626 | $44.66 Strike: $0.00 | $62,500.00 |
DisclosureSEC source: 0001209191-18-022956 · doc4.xml · derivative · entry 1 SMITH WILLIAM G JR · CIK 0000909019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,673.7466 Underlying: Southern Company Common Stock · 1,399.4626 shares Expires not disclosed 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 23, 2018 Filed Jul 19, 2018 10:34 UTC | CAPITAL CITY BANK GROUP INC CCBG · Entity 5070 | OtherCommon Stock | 524,694.313 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-043218 · doc4.xml · nonDerivative · entry 1 SMITH WILLIAM G JR · CIK 0000909019 · Director · Chairman, President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · SSX2, LLC Disclosed balance after: 524,694.313 F1 · shares: 1. Reporting person transferred his 50% interest in 2S Partnership to SSX2, LLC for an 100% interest in SSX2, LLC. Reporting person transferred a 99% interest in SSX2 by bona fide gift to J&W Trust of which the reporting person is a Co-Trustee. 2S Partnership dissolved and SSX2 became the outright owner of 524,694.313 shares of CCBG. Reporting person was reporting 100% of the 2S Partnership due to his role a general partner even though he was only a 50% owner. Now he is only reporting his interest in CCBG Common Stock through his beneficial ownership of SSX2, LLC. This amount consists of 519,447.37 as a Co-Trustee of the J&W Trust which owns 99% of SSX2 and reporting person individually owns a 1% interest in SSX2 consisting of 5,246.943 shares of CCBG Common Stock. Read SEC document |
| January 12, 2018 Filed Jan 17, 2018 13:29 UTC | CAPITAL CITY BANK GROUP INC CCBG · Entity 5070 | GrantCommon Stock | 5,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-003810 · doc4.xml · nonDerivative · entry 1 SMITH WILLIAM G JR · CIK 0000909019 · Director · Chairman, President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,355,336 F1 · shares: Shares granted to the reporting person under the Registrant's Stock-based Incentive Plan. Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 22:31 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,299.6465 | $48.09 Strike: $0.00 | $62,500.00 |
DisclosureSEC source: 0001209191-18-001166 · doc4.xml · derivative · entry 1 SMITH WILLIAM G JR · CIK 0000909019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,374.93 Underlying: Southern Company Common Stock · 1,299.6465 shares Expires not disclosed 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 23, 2017 Filed Dec 21, 2017 09:29 UTC | CAPITAL CITY BANK GROUP INC CCBG · Entity 5070 | OtherCommon Stock | 80,728 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-066718 · doc4.xml · nonDerivative · entry 9 SMITH WILLIAM G JR · CIK 0000909019 · Director · Chairman, President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · VAS Trust Disclosed balance after: 0 F4 · shares: Distribution of shares to the beneficiary of a trust for which the reporting person served as trustee. The distribution of these shares were exempt from the requirements of Section 16 pursuant to Rule 16a-13. Read SEC document |
| October 23, 2017 Filed Dec 21, 2017 09:29 UTC | CAPITAL CITY BANK GROUP INC CCBG · Entity 5070 | OtherCommon Stock | 89,191 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-066718 · doc4.xml · nonDerivative · entry 8 SMITH WILLIAM G JR · CIK 0000909019 · Director · Chairman, President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · WGS III Trust Disclosed balance after: 0 F4 · shares: Distribution of shares to the beneficiary of a trust for which the reporting person served as trustee. The distribution of these shares were exempt from the requirements of Section 16 pursuant to Rule 16a-13. Read SEC document |
| October 23, 2017 Filed Dec 21, 2017 09:29 UTC | CAPITAL CITY BANK GROUP INC CCBG · Entity 5070 | OtherCommon Stock | 90,181 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-066718 · doc4.xml · nonDerivative · entry 7 SMITH WILLIAM G JR · CIK 0000909019 · Director · Chairman, President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · JWS Trust Disclosed balance after: 0 F4 · shares: Distribution of shares to the beneficiary of a trust for which the reporting person served as trustee. The distribution of these shares were exempt from the requirements of Section 16 pursuant to Rule 16a-13. Read SEC document |
| October 02, 2017 Filed Oct 2, 2017 18:57 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,271.8763 | $49.14 Strike: $0.00 | $62,500.00 |
DisclosureSEC source: 0001209191-17-054543 · doc4.xml · derivative · entry 1 SMITH WILLIAM G JR · CIK 0000909019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,110.3318 Underlying: Southern Company Common Stock · 1,271.8763 shares Expires not disclosed 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, 2017 Filed Jul 3, 2017 18:26 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,305.3467 | $47.88 Strike: $0.00 | $62,500.00 |
DisclosureSEC source: 0001209191-17-042778 · doc4.xml · derivative · entry 1 SMITH WILLIAM G JR · CIK 0000909019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,009.4322 Underlying: Southern Company Common Stock · 1,305.3467 shares Expires not disclosed 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 03, 2017 Filed Apr 3, 2017 13:14 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,255.5243 | $49.78 Strike: $0.00 | $62,500.00 |
DisclosureSEC source: 0001209191-17-023989 · doc4.xml · derivative · entry 1 SMITH WILLIAM G JR · CIK 0000909019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,854.4931 Underlying: Southern Company Common Stock · 1,255.5243 shares Expires not disclosed 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 19, 2017 Filed Jan 20, 2017 13:49 UTC | CAPITAL CITY BANK GROUP INC CCBG · Entity 5070 | GrantCommon Stock | 39,806 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-004778 · doc4.xml · nonDerivative · entry 1 SMITH WILLIAM G JR · CIK 0000909019 · Director · Chairman, President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,349,711 F1 · shares: Shares granted to the reporting person under the Registrant's Stock-based Incentive Plan. F2 · balance_after: Includes 214 shares of common stock acquired through the Dividend Reinvestment Plan (DRIP) Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 15:03 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,270.5835 | $49.19 Strike: $0.00 | $62,500.00 |
DisclosureSEC source: 0001209191-17-000544 · doc4.xml · derivative · entry 1 SMITH WILLIAM G JR · CIK 0000909019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,769.4208 Underlying: Southern Company Common Stock · 1,270.5835 shares Expires not disclosed 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, 2016 Filed Oct 3, 2016 17:45 UTC | SOUTHERN CO SO · Entity 1308 | GrantDeferred Stock Units · Derivative | 1,218.3236 | $51.30 Strike: $0.00 | $62,500.00 |
DisclosureSEC source: 0001209191-16-143510 · doc4.xml · derivative · entry 1 SMITH WILLIAM G JR · CIK 0000909019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,796.194 Underlying: Southern Company Common Stock · 1,218.3236 shares Expires not disclosed 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.