Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Air Products & Chemicals, Inc.APD · Entity 2983 | Director | September 30, 2026 | October 01, 2026 |
| Centuri Holdings, Inc.CTRI · Entity 4489 | Director | May 18, 2026 | May 20, 2026 |
| SOUTHERN COSO · Entity 1308 | Executive Vice President & CFO | February 27, 2021 | March 02, 2021 |
| Southwest Gas Holdings, Inc.SWX · Entity 3751 | Director | February 19, 2026 | February 24, 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.
Air Products & Chemicals, Inc.
Report date September 30, 2026 · Filed October 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,255.9714 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 8.0901 · Balance 1,255.9714 F1: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2: Not applicable to this security F3: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan.
F2: Not applicable to this security
F3: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance.
Centuri Holdings, Inc.
Report date May 18, 2026 · Filed May 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,309 |
Ending reported balance
After 2026-05-19 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-18 · Exercise / conversion · Acquired 7,338 · Balance 14,242 F1: On April 16, 2025, the Reporting Person was granted 7,338 restricted stock units ("RSUs") pursuant to the Omnibus Incentive Plan (the "Plan") of Centuri Holdings, Inc. (the "Issuer"), which vested in full on May 18, 2026 (the "2025 RSU Grant"). Each RSU subject to the 2025 RSU Grant is the economic equivalent of one share of the Issuer's common stock. Pursuant to the applicable RSU award agreement by and between the Issuer and the Reporting Person, shares of the Issuer's common stock were delivered on a one-for-one basis upon the settlement of the 2025 RSU Grant. Row 2 · 2026-05-19 · Grant · Acquired 4,067 · Balance 18,309 F2: Represents the grant of RSUs pursuant to the Plan on May 19, 2026 (the "2026 RSU Grant"). Each RSU subject to the 2026 RSU Grant is the economic equivalent of one share of the Issuer's common stock and will be settled by delivery of one share of the Issuer's common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-18 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-18 · Exercise / conversion · Disposed 7,338 · Balance 0 F1: On April 16, 2025, the Reporting Person was granted 7,338 restricted stock units ("RSUs") pursuant to the Omnibus Incentive Plan (the "Plan") of Centuri Holdings, Inc. (the "Issuer"), which vested in full on May 18, 2026 (the "2025 RSU Grant"). Each RSU subject to the 2025 RSU Grant is the economic equivalent of one share of the Issuer's common stock. Pursuant to the applicable RSU award agreement by and between the Issuer and the Reporting Person, shares of the Issuer's common stock were delivered on a one-for-one basis upon the settlement of the 2025 RSU Grant. |
Filing footnotes · ownership attribution and instrument terms
F1: On April 16, 2025, the Reporting Person was granted 7,338 restricted stock units ("RSUs") pursuant to the Omnibus Incentive Plan (the "Plan") of Centuri Holdings, Inc. (the "Issuer"), which vested in full on May 18, 2026 (the "2025 RSU Grant"). Each RSU subject to the 2025 RSU Grant is the economic equivalent of one share of the Issuer's common stock. Pursuant to the applicable RSU award agreement by and between the Issuer and the Reporting Person, shares of the Issuer's common stock were delivered on a one-for-one basis upon the settlement of the 2025 RSU Grant.
F2: Represents the grant of RSUs pursuant to the Plan on May 19, 2026 (the "2026 RSU Grant"). Each RSU subject to the 2026 RSU Grant is the economic equivalent of one share of the Issuer's common stock and will be settled by delivery of one share of the Issuer's common stock.
SOUTHERN CO
Report date February 27, 2021 · Filed March 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Southern Company Common StockSEC Table I · non-derivative | Direct | 195,183 |
Reported balance
After 2021-02-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-02-27 · Exercise / conversion · Acquired 5,798 · Balance 195,183 F1: Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 27, 2018. Includes 729 accrued dividend equivalent units. |
| Southern Company Common StockSEC Table I · non-derivative | Direct | 192,553 |
Reported balance
After 2021-02-27 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2021-02-27 · Tax withholding · Disposed 2,630 · Balance 192,553 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 | 0 |
Reported balance
After 2021-02-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-02-27 · Exercise / conversion · Disposed 5,069 · Balance 0 F3: Represents final 1/3 of performance restricted stock units granted on February 27, 2018. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 27, 2018. Includes 729 accrued dividend equivalent units.
F2: Shares withheld to satisfy required state and federal tax withholding requirements.
F3: Represents final 1/3 of performance restricted stock units granted on February 27, 2018. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements
Southwest Gas Holdings, Inc.
Report date February 19, 2026 · Filed February 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,045.902 |
Reported balance
After 2026-02-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-19 · Grant · Acquired 1,725.574 · Balance 10,045.902 F1: Balance includes 215.249 shares acquired through exempt dividend reinvestment transactions. |
Filing footnotes · ownership attribution and instrument terms
F1: Balance includes 215.249 shares acquired through exempt dividend reinvestment transactions.
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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 1, 2026 21:02 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 8.0901 | $279.19 Strike: $0.00 | $2,258.68 |
DisclosureSEC source: 0001225208-26-008030 · doc4.xml · derivative · entry 1 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,255.9714 Underlying: Common Stock · 8.0901 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 14:43 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 8.2687 | $271.35 Strike: $0.00 | $2,243.71 |
DisclosureSEC source: 0001225208-26-006322 · doc4.xml · derivative · entry 1 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,247.8813 Underlying: Common Stock · 8.2687 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| May 19, 2026 Filed May 20, 2026 22:31 UTC | Centuri Holdings, Inc. CTRI · Entity 4489 | GrantCommon Stock | 4,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001981599-26-000075 · wk-form4_1779316311.xml · nonDerivative · entry 2 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,309 F2 · shares: Represents the grant of RSUs pursuant to the Plan on May 19, 2026 (the "2026 RSU Grant"). Each RSU subject to the 2026 RSU Grant is the economic equivalent of one share of the Issuer's common stock and will be settled by delivery of one share of the Issuer's common stock. Read SEC document |
| May 18, 2026 Filed May 20, 2026 22:31 UTC | Centuri Holdings, Inc. CTRI · Entity 4489 | Exercise / conversionRestricted Stock Units · Derivative | 7,338 | $0.00 | $0.00 |
DisclosureSEC source: 0001981599-26-000075 · wk-form4_1779316311.xml · derivative · entry 3 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,338 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. F1 · derivative.exercise_price: On April 16, 2025, the Reporting Person was granted 7,338 restricted stock units ("RSUs") pursuant to the Omnibus Incentive Plan (the "Plan") of Centuri Holdings, Inc. (the "Issuer"), which vested in full on May 18, 2026 (the "2025 RSU Grant"). Each RSU subject to the 2025 RSU Grant is the economic equivalent of one share of the Issuer's common stock. Pursuant to the applicable RSU award agreement by and between the Issuer and the Reporting Person, shares of the Issuer's common stock were delivered on a one-for-one basis upon the settlement of the 2025 RSU Grant. F1 · derivative.exercise_date: On April 16, 2025, the Reporting Person was granted 7,338 restricted stock units ("RSUs") pursuant to the Omnibus Incentive Plan (the "Plan") of Centuri Holdings, Inc. (the "Issuer"), which vested in full on May 18, 2026 (the "2025 RSU Grant"). Each RSU subject to the 2025 RSU Grant is the economic equivalent of one share of the Issuer's common stock. Pursuant to the applicable RSU award agreement by and between the Issuer and the Reporting Person, shares of the Issuer's common stock were delivered on a one-for-one basis upon the settlement of the 2025 RSU Grant. F1 · derivative.expiration_date: On April 16, 2025, the Reporting Person was granted 7,338 restricted stock units ("RSUs") pursuant to the Omnibus Incentive Plan (the "Plan") of Centuri Holdings, Inc. (the "Issuer"), which vested in full on May 18, 2026 (the "2025 RSU Grant"). Each RSU subject to the 2025 RSU Grant is the economic equivalent of one share of the Issuer's common stock. Pursuant to the applicable RSU award agreement by and between the Issuer and the Reporting Person, shares of the Issuer's common stock were delivered on a one-for-one basis upon the settlement of the 2025 RSU Grant. Read SEC document |
| May 18, 2026 Filed May 20, 2026 22:31 UTC | Centuri Holdings, Inc. CTRI · Entity 4489 | Exercise / conversionCommon Stock | 7,338 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001981599-26-000075 · wk-form4_1779316311.xml · nonDerivative · entry 1 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,242 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 · price: On April 16, 2025, the Reporting Person was granted 7,338 restricted stock units ("RSUs") pursuant to the Omnibus Incentive Plan (the "Plan") of Centuri Holdings, Inc. (the "Issuer"), which vested in full on May 18, 2026 (the "2025 RSU Grant"). Each RSU subject to the 2025 RSU Grant is the economic equivalent of one share of the Issuer's common stock. Pursuant to the applicable RSU award agreement by and between the Issuer and the Reporting Person, shares of the Issuer's common stock were delivered on a one-for-one basis upon the settlement of the 2025 RSU Grant. Read SEC document |
| March 31, 2026 Filed Apr 1, 2026 19:40 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 7.564 | $291.56 Strike: $0.00 | $2,205.36 |
DisclosureSEC source: 0001225208-26-004111 · doc4.xml · derivative · entry 1 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,239.6126 Underlying: Common Stock · 7.564 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| February 19, 2026 Filed Feb 24, 2026 01:43 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 1,725.574 | $0.00 | $0.00 |
DisclosureSEC source: 0001692115-26-000054 · wk-form4_1771897386.xml · nonDerivative · entry 1 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,045.902 F1 · balance_after: Balance includes 215.249 shares acquired through exempt dividend reinvestment transactions. Read SEC document |
| January 28, 2026 Filed Jan 29, 2026 16:32 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 733.251 | $259.12 Strike: $0.00 | $190,000.00 |
DisclosureSEC source: 0001225208-26-001022 · doc4.xml · derivative · entry 1 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,232.0486 Underlying: Common Stock · 733.251 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 16:15 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 3.5614 | $248.91 Strike: $0.00 | $886.47 |
DisclosureSEC source: 0001225208-26-000089 · doc4.xml · derivative · entry 1 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 498.7976 Underlying: Common Stock · 3.5614 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 14:50 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 3.2558 | $270.48 Strike: $0.00 | $880.63 |
DisclosureSEC source: 0001225208-25-008216 · doc4.xml · derivative · entry 1 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 495.2362 Underlying: Common Stock · 3.2558 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 14:23 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 3.0993 | $282.35 Strike: $0.00 | $875.09 |
DisclosureSEC source: 0001225208-25-006274 · doc4.xml · derivative · entry 1 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 491.9804 Underlying: Common Stock · 3.0993 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| April 30, 2025 Filed May 2, 2025 22:53 UTC | Centuri Holdings, Inc. CTRI · Entity 4489 | Exercise / conversionRestricted Stock Units · Derivative | 6,904 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-008420 · form4.xml · derivative · entry 2 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,338 Underlying: Common Stock · 6,904 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. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") is the economic equivalent of one share of the Issuer's common stock. Pursuant to the applicable RSU award agreement by and between the Issuer and the Reporting Person, shares of the Issuer's common stock were delivered on a one-for-one basis upon the settlement of the RSUs. F2 · derivative.exercise_date: On April 30, 2024, the Reporting Person was granted 6,904 RSUs which vested in full on April 30, 2025. F2 · derivative.expiration_date: On April 30, 2024, the Reporting Person was granted 6,904 RSUs which vested in full on April 30, 2025. Read SEC document |
| April 30, 2025 Filed May 2, 2025 22:53 UTC | Centuri Holdings, Inc. CTRI · Entity 4489 | Exercise / conversionCommon Stock | 6,904 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-25-008420 · form4.xml · nonDerivative · entry 1 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,904 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 · price: Each restricted stock unit ("RSU") is the economic equivalent of one share of the Issuer's common stock. Pursuant to the applicable RSU award agreement by and between the Issuer and the Reporting Person, shares of the Issuer's common stock were delivered on a one-for-one basis upon the settlement of the RSUs. Read SEC document |
| April 16, 2025 Filed Apr 18, 2025 20:12 UTC | Centuri Holdings, Inc. CTRI · Entity 4489 | GrantRestricted Stock Units · Derivative | 7,338 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-007691 · form4.xml · derivative · entry 1 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,242 Underlying: Common Stock · 7,338 shares Expires not disclosed F1 · derivative.exercise_price: Represents the grant of restricted stock units ("RSUs") pursuant to the Issuer's Omnibus Incentive Plan. Each RSU is the economic equivalent of one share of the Issuer's common stock and may be settled by one share of the Issuer's common stock or, in certain cases as set forth in the applicable RSU award agreement by and between the Issuer and the Reporting Person, may be settled in cash. F2 · derivative.exercise_date: The RSUs will vest on the day immediately before the registrant's 2026 annual meeting of stockholders. F2 · derivative.expiration_date: The RSUs will vest on the day immediately before the registrant's 2026 annual meeting of stockholders. Read SEC document |
| April 03, 2025 Filed Nov 21, 2025 15:14 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | SaleCommon Stock | 5 | $283.20 | $1,416.00 |
DisclosureSEC source: 0001225208-25-009318 · doc4.xml · nonDerivative · entry 2 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5 F1 · kind: The transactions reported were executed in a discretionary account managed by an independent investment manager without the reporting person's knowledge. The reporting of these transactions was untimely because the reporting person did not become aware of the transactions until a later date. Read SEC document |
| April 02, 2025 Filed Nov 21, 2025 15:14 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | PurchaseCommon Stock | 5 | $294.96 | $1,474.80 |
DisclosureSEC source: 0001225208-25-009318 · doc4.xml · nonDerivative · entry 1 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10 F1 · kind: The transactions reported were executed in a discretionary account managed by an independent investment manager without the reporting person's knowledge. The reporting of these transactions was untimely because the reporting person did not become aware of the transactions until a later date. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 16:25 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 2.9429 | $292.27 Strike: $0.00 | $860.12 |
DisclosureSEC source: 0001225208-25-003809 · doc4.xml · derivative · entry 1 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 488.8811 Underlying: Common Stock · 2.9429 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| February 20, 2025 Filed Feb 25, 2025 01:49 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 2,050.629 | $0.00 | $0.00 |
DisclosureSEC source: 0001692115-25-000073 · wk-form4_1740448146.xml · nonDerivative · entry 1 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,105.079 Read SEC document |
| January 24, 2025 Filed Jan 27, 2025 20:02 UTC | Air Products & Chemicals, Inc. APD · Entity 2983 | GrantPhantom Stock · Derivative | 485.9382 | $329.26 Strike: $0.00 | $160,000.01 |
DisclosureSEC source: 0001225208-25-000855 · doc4.xml · derivative · entry 1 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 485.9382 Underlying: Common Stock · 485.9382 shares Expires not disclosed F1 · security: Phantom deferred stock units (Units) acquired under the Air Products Stock Account of the issuer's Deferred Compensation Program for Directors, under the Company's Long-Term Incentive Plan. F2 · derivative.exercise_price: Not applicable to this security F3 · derivative.exercise_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. F3 · derivative.expiration_date: These Units are payable in the form of shares of common stock equal in number to the Units, at the time elected by the reporting person, which is generally after service on the Company's Board of Directors ends. Units may be paid in a lump sum or up to ten installments as elected by the reporting person in advance. Read SEC document |
| December 02, 2024 Filed Feb 13, 2025 23:12 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 35.841 | $78.16 | $2,801.33 |
DisclosureSEC source: 0001692115-25-000040 · wk-form5_1739488324.xml · nonDerivative · entry 4 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,054.45 F1 · kind: Amounts reported were acquired through exempt dividend reinvestment transactions. Read SEC document |
| September 03, 2024 Filed Feb 13, 2025 23:12 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 38.671 | $71.82 | $2,777.35 |
DisclosureSEC source: 0001692115-25-000040 · wk-form5_1739488324.xml · nonDerivative · entry 3 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,018.609 F1 · kind: Amounts reported were acquired through exempt dividend reinvestment transactions. Read SEC document |
| June 03, 2024 Filed Feb 13, 2025 23:12 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 48.288 | $76.16 | $3,677.61 |
DisclosureSEC source: 0001692115-25-000040 · wk-form5_1739488324.xml · nonDerivative · entry 2 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,979.938 F1 · kind: Amounts reported were acquired through exempt dividend reinvestment transactions. Read SEC document |
| April 30, 2024 Filed May 2, 2024 20:20 UTC | Centuri Holdings, Inc. CTRI · Entity 4489 | GrantRestricted Stock Units · Derivative | 6,904 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-009250 · form4.xml · derivative · entry 1 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,904 Underlying: Common Stock · 6,904 shares Expires not disclosed F1 · derivative.exercise_price: Represents the grant of restricted stock units ("RSUs") pursuant to the Issuer's Omnibus Incentive Plan. Each RSU is the economic equivalent of one share of the Issuer's common stock and may be settled by delivery of an equal number of shares of the Issuer's common stock or, in certain cases as set forth in the applicable RSU award agreement by and between the Issuer and the Reporting Person, may be settled in cash. F2 · derivative.exercise_date: The RSUs will vest on the first anniversary of the date of grant. F2 · derivative.expiration_date: The RSUs will vest on the first anniversary of the date of grant. Read SEC document |
| March 01, 2024 Filed Feb 13, 2025 23:12 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 52.365 | $69.61 | $3,645.13 |
DisclosureSEC source: 0001692115-25-000040 · wk-form5_1739488324.xml · nonDerivative · entry 1 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,931.65 F1 · kind: Amounts reported were acquired through exempt dividend reinvestment transactions. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 21:22 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 2,131.018 | $0.00 | $0.00 |
DisclosureSEC source: 0001692115-24-000023 · wk-form4_1708982550.xml · nonDerivative · entry 1 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,879.285 Read SEC document |
| December 01, 2023 Filed Dec 28, 2023 21:39 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 15.01 | $60.31 | $905.25 |
DisclosureSEC source: 0001692115-23-000171 · wk-form4_1703799555.xml · nonDerivative · entry 8 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,748.267 Read SEC document |
| December 01, 2023 Filed Dec 28, 2023 21:39 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 23.131 | $60.31 | $1,395.03 |
DisclosureSEC source: 0001692115-23-000171 · wk-form4_1703799555.xml · nonDerivative · entry 7 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,733.257 Read SEC document |
| September 01, 2023 Filed Dec 28, 2023 21:39 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 14.419 | $62.16 | $896.29 |
DisclosureSEC source: 0001692115-23-000171 · wk-form4_1703799555.xml · nonDerivative · entry 6 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,710.126 Read SEC document |
| September 01, 2023 Filed Dec 28, 2023 21:39 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 22.221 | $62.16 | $1,381.26 |
DisclosureSEC source: 0001692115-23-000171 · wk-form4_1703799555.xml · nonDerivative · entry 5 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,695.707 Read SEC document |
| June 01, 2023 Filed Dec 28, 2023 21:39 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 15.29 | $58.00 | $886.82 |
DisclosureSEC source: 0001692115-23-000171 · wk-form4_1703799555.xml · nonDerivative · entry 4 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,673.486 Read SEC document |
| June 01, 2023 Filed Dec 28, 2023 21:39 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 23.563 | $58.00 | $1,366.65 |
DisclosureSEC source: 0001692115-23-000171 · wk-form4_1703799555.xml · nonDerivative · entry 3 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,658.196 Read SEC document |
| March 01, 2023 Filed Dec 28, 2023 21:39 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 14.692 | $59.74 | $877.70 |
DisclosureSEC source: 0001692115-23-000171 · wk-form4_1703799555.xml · nonDerivative · entry 2 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,634.633 Read SEC document |
| March 01, 2023 Filed Dec 28, 2023 21:39 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 22.642 | $59.74 | $1,352.63 |
DisclosureSEC source: 0001692115-23-000171 · wk-form4_1703799555.xml · nonDerivative · entry 1 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,619.941 Read SEC document |
| February 23, 2023 Filed Feb 24, 2023 22:33 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 2,181.642 | $0.00 | $0.00 |
DisclosureSEC source: 0001692115-23-000033 · wf-form4_167727798941037.xml · nonDerivative · entry 1 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,597.299 F1 · balance_after: Balance includes 23.794 shares acquired through exempt dividend reinvestment transactions. Read SEC document |
| August 02, 2022 Filed Aug 4, 2022 23:33 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 1,391.863 | $70.05 | $97,500.00 |
DisclosureSEC source: 0001225208-22-009282 · doc4.xml · nonDerivative · entry 1 Evans Andrew W · CIK 0001338158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,391.863 Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:55 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 5,069 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016149 · doc4.xml · derivative · entry 3 Evans Andrew W · CIK 0001338158 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 5,069 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Represents final 1/3 of performance restricted stock units granted on February 27, 2018. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements F3 · derivative.exercise_date: Represents final 1/3 of performance restricted stock units granted on February 27, 2018. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements F3 · derivative.expiration_date: Represents final 1/3 of performance restricted stock units granted on February 27, 2018. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:55 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 2,630 | $56.72 | $149,173.60 |
DisclosureSEC source: 0001209191-21-016149 · doc4.xml · nonDerivative · entry 2 Evans Andrew W · CIK 0001338158 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,553 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:55 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 5,798 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016149 · doc4.xml · nonDerivative · entry 1 Evans Andrew W · CIK 0001338158 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,183 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 27, 2018. Includes 729 accrued dividend equivalent units. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:47 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 32,888 | $60.10 | $1,976,568.80 |
DisclosureSEC source: 0001209191-21-011298 · doc4.xml · nonDerivative · entry 2 Evans Andrew W · CIK 0001338158 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,385 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:47 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 72,519 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-011298 · doc4.xml · nonDerivative · entry 1 Evans Andrew W · CIK 0001338158 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,273 F1 · security: Shares acquired upon vesting of performance share units under the Company's Performance Share Program for the 2018-2020 award. The Compensation and Management Succession Committee certified performance on February 12, 2021. Includes accrued dividend equivalent units. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:46 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 4,646 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010783 · doc4.xml · derivative · entry 3 Evans Andrew W · CIK 0001338158 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,647 Underlying: Southern Company Common Stock · 4,646 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Represents performance restricted stock units granted on February 11, 2019. The remaining 1/3 of the award will vest in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents performance restricted stock units granted on February 11, 2019. The remaining 1/3 of the award will vest in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents performance restricted stock units granted on February 11, 2019. The remaining 1/3 of the award will vest in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:46 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 2,296 | $61.29 | $140,721.84 |
DisclosureSEC source: 0001209191-21-010783 · doc4.xml · nonDerivative · entry 2 Evans Andrew W · CIK 0001338158 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,754 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:46 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 5,061 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010783 · doc4.xml · nonDerivative · entry 1 Evans Andrew W · CIK 0001338158 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,050 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 11, 2019. Includes 415 accrued dividend equivalent units. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:13 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,445 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008188 · doc4.xml · derivative · entry 3 Evans Andrew W · CIK 0001338158 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,888 Underlying: Southern Company Common Stock · 3,445 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Represents performance share units granted on February 11, 2020. The Compensation and Management Succession Committee certified performance on February 3, 2021 and the first 1/3 vested. The remaining award will vest 1/3 in 2022 and 1/3 in 2023. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents performance share units granted on February 11, 2020. The Compensation and Management Succession Committee certified performance on February 3, 2021 and the first 1/3 vested. The remaining award will vest 1/3 in 2022 and 1/3 in 2023. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents performance share units granted on February 11, 2020. The Compensation and Management Succession Committee certified performance on February 3, 2021 and the first 1/3 vested. The remaining award will vest 1/3 in 2022 and 1/3 in 2023. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:13 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,691 | $59.45 | $100,529.95 |
DisclosureSEC source: 0001209191-21-008188 · doc4.xml · nonDerivative · entry 2 Evans Andrew W · CIK 0001338158 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,989 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:13 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,594 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008188 · doc4.xml · nonDerivative · entry 1 Evans Andrew W · CIK 0001338158 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,680 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 11, 2020. The Compensation Committee and Management Succession Committee certified performance on February 3, 2021. Includes 149 accrued dividend equivalent units. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 21:55 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 5,069 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014538 · doc4.xml · derivative · entry 3 Evans Andrew W · CIK 0001338158 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,069 Underlying: Southern Company Common Stock · 5,069 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Represents performance restricted stock units granted on February 27, 2018. The remaining 1/3 award will vest in 2021. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents performance restricted stock units granted on February 27, 2018. The remaining 1/3 award will vest in 2021. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents performance restricted stock units granted on February 27, 2018. The remaining 1/3 award will vest in 2021. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 21:55 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 2,499 | $62.88 | $157,137.12 |
DisclosureSEC source: 0001209191-20-014538 · doc4.xml · nonDerivative · entry 2 Evans Andrew W · CIK 0001338158 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,086 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 21:55 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 5,508 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014538 · doc4.xml · nonDerivative · entry 1 Evans Andrew W · CIK 0001338158 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,585 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 27, 2018. Includes 439 accrued dividend equivalent units. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:47 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 4,876 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010201 · doc4.xml · derivative · entry 3 Evans Andrew W · CIK 0001338158 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 4,876 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Represents final 1/3 of performance restricted stock units granted on February 13, 2017. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents final 1/3 of performance restricted stock units granted on February 13, 2017. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents final 1/3 of performance restricted stock units granted on February 13, 2017. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.