Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AFLAC INCAFL · Entity 28 | Director | May 04, 2026 | May 06, 2026 |
| EXELON CORPEXC · Entity 3050 | Director | September 30, 2026 | October 02, 2026 |
| SOUTHERN COSO · Entity 1308 | Chairman & CEO, GPC | February 27, 2021 | March 02, 2021 |
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.
AFLAC INC
Report date May 04, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 75,666 |
Reported balance
After 2026-05-04 transaction · row 1
1 source rowRow 1 · 2026-05-04 · Grant · Acquired 3,795 · Balance 75,666 F1: Granted under the Aflac Incorporated Long-Term Incentive Plan (as Amended and Restated February 14, 2017). |
Filing footnotes · ownership attribution and instrument terms
F1: Granted under the Aflac Incorporated Long-Term Incentive Plan (as Amended and Restated February 14, 2017).
EXELON CORP
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred phantom share equivalentsSEC Table II · derivative / convertible security | Direct | 22,546 |
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 1,067 · Balance 22,546 F1: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F2: Balance includes 212 additional phantom share equivalents accrued to the account through automatic dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors.
F2: Balance includes 212 additional phantom share equivalents accrued to the account through automatic dividend reinvestment.
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 | 214,750 |
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 6,455 · Balance 214,750 F1: Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 27, 2018. Includes 812 accrued dividend equivalent units. |
| Southern Company Common StockSEC Table I · non-derivative | Direct | 211,821 |
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 2,929 · Balance 211,821 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 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-02-27 · Exercise / conversion · Disposed 5,643 · 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 |
| Southern Company Common StockSEC Table I · non-derivative | IndirectBy 401(K) | 17,848.2181 |
Reported balance
Holding disclosure · report date 2021-02-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 17,848.2181 |
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 812 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
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 2, 2026 00:06 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred phantom share equivalents · Derivative | 1,067 | $40.40 | $43,106.80 |
DisclosureSEC source: 0001225760-26-000010 · wk-form4_1790885213.xml · derivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,546 Underlying: Common Stock · 1,067 shares Expires not disclosed F1 · derivative.exercise_price: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F1 · derivative.exercise_date: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F1 · derivative.expiration_date: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F2 · balance_after: Balance includes 212 additional phantom share equivalents accrued to the account through automatic dividend reinvestment. Read SEC document |
| June 30, 2026 Filed Jul 1, 2026 20:35 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred phantom share equivalents · Derivative | 925 | $46.62 | $43,123.50 |
DisclosureSEC source: 0001225760-26-000008 · wk-form4_1782938107.xml · derivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,266 Underlying: Common Stock · 925 shares Expires not disclosed F1 · derivative.exercise_price: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F1 · derivative.exercise_date: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F1 · derivative.expiration_date: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F2 · balance_after: Balance includes 183 additional phantom share equivalents accrued to the account through automatic dividend reinvestment. Read SEC document |
| May 04, 2026 Filed May 6, 2026 20:24 UTC | AFLAC INC AFL · Entity 28 | GrantCommon Stock | 3,795 | $0.00 | $0.00 |
DisclosureSEC source: 0000004977-26-000062 · wk-form4_1778099082.xml · nonDerivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,666 F1 · shares: Granted under the Aflac Incorporated Long-Term Incentive Plan (as Amended and Restated February 14, 2017). Read SEC document |
| April 28, 2026 Filed Apr 29, 2026 20:00 UTC | EXELON CORP EXC · Entity 3050 | Grant2026 Directors Restricted Stock Units · Derivative | 3,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001225760-26-000006 · wk-form4_1777492844.xml · derivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,720 Underlying: Common Stock · 3,720 shares Expires 2027-04-28 F1 · derivative.exercise_price: Annual restricted stock unit (RSU) award subject to the Exelon Long-term Incentive Plan (LTIP) will fully vest and be settled in shares of Exelon common stock on a 1 for 1 basis. The award will accrue additional stock units through dividend reinvestment which will vest along with the underlying award. Read SEC document |
| March 31, 2026 Filed Apr 1, 2026 19:25 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred phantom share equivalents · Derivative | 880 | $49.02 | $43,137.60 |
DisclosureSEC source: 0001225760-26-000004 · wk-form4_1775071502.xml · derivative · entry 3 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,158 Underlying: Common Stock · 880 shares Expires not disclosed F2 · derivative.exercise_price: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F2 · derivative.exercise_date: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F2 · derivative.expiration_date: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F3 · balance_after: Balance includes 161 additional phantom share equivalents accrued to the account through automatic dividend reinvestment. Read SEC document |
| March 31, 2026 Filed Apr 1, 2026 19:25 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon stock- deferred stock units | 878 | $49.82 | $43,741.96 |
DisclosureSEC source: 0001225760-26-000004 · wk-form4_1775071502.xml · nonDerivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Exelon Corp. Directors Deferred Stock Unit Plan Disclosed balance after: 19,978 F1 · balance_after: Balance includes 160 additional shares acquired through automatic dividend reinvestment. Read SEC document |
| December 31, 2025 Filed Jan 2, 2026 20:04 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred phantom share equivalents · Derivative | 1,864 | $43.59 | $81,251.76 |
DisclosureSEC source: 0001225760-26-000002 · wk-form4_1767384255.xml · derivative · entry 3 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,117 Underlying: Common Stock · 1,864 shares Expires not disclosed F2 · derivative.exercise_price: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F2 · derivative.exercise_date: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F2 · derivative.expiration_date: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F3 · balance_after: Balance includes 156 additional phantom share equivalents that were accrued to the account through automatic dividend reinvestment. Read SEC document |
| December 31, 2025 Filed Jan 2, 2026 20:04 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon stock- deferred stock units | 940 | $43.87 | $41,237.80 |
DisclosureSEC source: 0001225760-26-000002 · wk-form4_1767384255.xml · nonDerivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Exelon Corp. Directors Deferred Stock Unit Plan Disclosed balance after: 18,941 F1 · balance_after: Balance includes 163 additional shares acquired through automatic dividend reinvestment. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 00:42 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred phantom share equivalents · Derivative | 1,805 | $45.01 | $81,243.05 |
DisclosureSEC source: 0001628280-25-043520 · wk-form4_1759365715.xml · derivative · entry 3 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,097 Underlying: Common Stock · 1,805 shares Expires not disclosed F2 · derivative.exercise_price: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F2 · derivative.exercise_date: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F2 · derivative.expiration_date: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F3 · balance_after: Balance includes 133 additional phantom share equivalents that were accrued to the account by the plan administrator on the ex-dividend date. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 00:42 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon stock- deferred stock units | 950 | $43.43 | $41,258.50 |
DisclosureSEC source: 0001628280-25-043520 · wk-form4_1759365715.xml · nonDerivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Exelon Corp. Directors Deferred Stock Unit Plan Disclosed balance after: 17,838 F1 · balance_after: Balance includes 154 additional shares acquired through automatic dividend reinvestment. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 13:31 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred phantom share equivalents · Derivative | 1,594 | $43.42 | $69,211.48 |
DisclosureSEC source: 0001109357-25-000144 · wk-form4_1751463079.xml · derivative · entry 3 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,163 Underlying: Common Stock · 1,594 shares Expires not disclosed F2 · derivative.exercise_price: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F2 · derivative.exercise_date: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F2 · derivative.expiration_date: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F3 · balance_after: Balance includes 121 additional phantom share equivalents that were accrued to the account by the plan administrator on the ex-dividend date. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 13:31 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon stock- deferred stock units | 954 | $43.25 | $41,260.50 |
DisclosureSEC source: 0001109357-25-000144 · wk-form4_1751463079.xml · nonDerivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Exelon Corp. Directors Deferred Stock Unit Plan Disclosed balance after: 16,734 F1 · balance_after: Balance includes 145 additional shares acquired through automatic dividend reinvestment. Read SEC document |
| May 05, 2025 Filed May 7, 2025 20:35 UTC | AFLAC INC AFL · Entity 28 | GrantCommon Stock | 3,831 | $0.00 | $0.00 |
DisclosureSEC source: 0000004977-25-000094 · wk-form4_1746650073.xml · nonDerivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,560 F1 · shares: Granted under the Aflac Incorporated Long-Term Incentive Plan (as Amended and Restated February 14, 2017). Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 18:16 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred phantom share equivalents · Derivative | 922 | $46.08 | $42,485.76 |
DisclosureSEC source: 0001109357-25-000080 · wk-form4_1743617753.xml · derivative · entry 3 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,445 Underlying: Common Stock · 922 shares Expires not disclosed F2 · derivative.exercise_price: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F2 · derivative.exercise_date: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F2 · derivative.expiration_date: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F3 · balance_after: Balance includes 113 additional phantom share equivalents that were accrued to the account by the plan administrator on the ex-dividend date. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 18:16 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon stock- deferred stock units | 933 | $44.19 | $41,229.27 |
DisclosureSEC source: 0001109357-25-000080 · wk-form4_1743617753.xml · nonDerivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Exelon Corp. Directors Deferred Stock Unit Plan Disclosed balance after: 15,635 F1 · balance_after: Balance includes 132 additional shares acquired through automatic dividend reinvestment. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 15:27 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred phantom share equivalents · Derivative | 1,129 | $37.64 | $42,495.56 |
DisclosureSEC source: 0001109357-25-000002 · wk-form4_1735918054.xml · derivative · entry 2 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,448 Underlying: Common Stock · 1,129 shares Expires not disclosed F2 · derivative.exercise_price: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F2 · derivative.exercise_date: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F2 · derivative.expiration_date: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F3 · balance_after: Balance includes 110 additional phantom share equivalents that were accrued to the account by the plan administrator on the ex-dividend date. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 15:27 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon stock- deferred stock units | 1,119 | $36.87 | $41,257.53 |
DisclosureSEC source: 0001109357-25-000002 · wk-form4_1735918054.xml · nonDerivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Exelon Corp. Directors Deferred Stock Unit Plan Disclosed balance after: 14,570 F1 · balance_after: Balance includes 137 additional shares acquired through automatic dividend reinvestment. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 17:24 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred phantom share equivalents · Derivative | 1,048 | $40.55 | $42,496.40 |
DisclosureSEC source: 0001109357-24-000160 · wk-form4_1727889851.xml · derivative · entry 3 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,200 Underlying: Common Stock · 1,048 shares Expires not disclosed F2 · derivative.exercise_price: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. The stock fund is a unitized fund that consists of both Exelon common stock and short-term liquid investments. Units of the fund are acquired through quarter-end contributions and dividend reinvestment and will be settled for cash upon the termination of the reporting person's service to the board. The balance of phantom share equivalents may fluctuate due to changes in the value of the fund units. F2 · derivative.exercise_date: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. The stock fund is a unitized fund that consists of both Exelon common stock and short-term liquid investments. Units of the fund are acquired through quarter-end contributions and dividend reinvestment and will be settled for cash upon the termination of the reporting person's service to the board. The balance of phantom share equivalents may fluctuate due to changes in the value of the fund units. F2 · derivative.expiration_date: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. The stock fund is a unitized fund that consists of both Exelon common stock and short-term liquid investments. Units of the fund are acquired through quarter-end contributions and dividend reinvestment and will be settled for cash upon the termination of the reporting person's service to the board. The balance of phantom share equivalents may fluctuate due to changes in the value of the fund units. F3 · balance_after: Balance includes 103 additional phantom share equivalents that were accrued to the account by the plan administrator on the ex-dividend date. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 17:24 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon stock- deferred stock units | 1,025 | $40.23 | $41,235.75 |
DisclosureSEC source: 0001109357-24-000160 · wk-form4_1727889851.xml · nonDerivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Exelon Corp. Directors Deferred Stock Unit Plan Disclosed balance after: 13,314 F1 · balance_after: Balance includes 115 additional shares acquired through automatic dividend reinvestment. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 19:58 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred phantom share equivalents · Derivative | 4,608 | $34.61 | $159,482.88 |
DisclosureSEC source: 0001109357-24-000137 · wk-form4_1719950302.xml · derivative · entry 3 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,072 Underlying: Common Stock · 4,608 shares Expires not disclosed F2 · derivative.exercise_price: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F2 · derivative.exercise_date: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F2 · derivative.expiration_date: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F3 · balance_after: Balance includes 55 additional phantom share equivalents that were accrued to the account by the plan administrator on the ex-dividend date. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 19:58 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon stock- deferred stock units | 1,161 | $35.54 | $41,261.94 |
DisclosureSEC source: 0001109357-24-000137 · wk-form4_1719950302.xml · nonDerivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Exelon Corp. Directors Deferred Stock Unit Plan Disclosed balance after: 12,174 F1 · balance_after: Balance includes 117 additional shares acquired through automatic dividend reinvestment. Read SEC document |
| May 06, 2024 Filed May 8, 2024 20:21 UTC | AFLAC INC AFL · Entity 28 | GrantCommon Stock | 4,781 | $0.00 | $0.00 |
DisclosureSEC source: 0000004977-24-000112 · wk-form4_1715199648.xml · nonDerivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,842 F1 · shares: Granted under the Aflac Incorporated Long-Term Incentive Plan (as Amended and Restated February 14, 2017). Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 18:01 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred phantom share equivalents · Derivative | 1,130 | $37.57 | $42,454.10 |
DisclosureSEC source: 0001109357-24-000082 · wk-form4_1712080873.xml · derivative · entry 3 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,403 Underlying: Common Stock · 1,130 shares Expires not disclosed F2 · derivative.exercise_price: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F2 · derivative.exercise_date: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F2 · derivative.expiration_date: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F3 · balance_after: Balance includes 45 additional phantom share equivalents that were accrued to the account by the plan administrator on the ex-dividend date. Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 18:01 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon stock- deferred stock units | 1,131 | $36.48 | $41,258.88 |
DisclosureSEC source: 0001109357-24-000082 · wk-form4_1712080873.xml · nonDerivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Exelon Corp. Directors Deferred Stock Unit Plan Disclosed balance after: 10,897 F1 · balance_after: Balance includes 101 additional shares acquired through automatic dividend reinvestment. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 14:17 UTC | AFLAC INC AFL · Entity 28 | PurchaseCommon Stock | 1,500 | $76.00 | $114,000.00 |
DisclosureSEC source: 0000004977-24-000017 · wk-form4_1707315469.xml · nonDerivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,817 Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 01:42 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred phantom share equivalents · Derivative | 1,184 | $35.90 | $42,505.60 |
DisclosureSEC source: 0001109357-24-000006 · wk-form4_1704246167.xml · derivative · entry 3 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,236 Underlying: Common stock · 1,184 shares Expires not disclosed F2 · derivative.exercise_price: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F2 · derivative.exercise_date: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F2 · derivative.expiration_date: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. Phantom share equivalents will be settled for cash on a 1 for 1 basis upon the termination of the reporting person's service to the board of directors. F3 · balance_after: Balance includes 27 additional phantom share equivalents that were accrued to the account by the plan administrator on the ex-dividend date. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 01:42 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon stock- deferred stock units | 1,052 | $39.21 | $41,248.92 |
DisclosureSEC source: 0001109357-24-000006 · wk-form4_1704246167.xml · nonDerivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Exelon Corp. Directors Deferred Stock Unit Plan Disclosed balance after: 9,665 F1 · balance_after: Balance includes 78 additional shares acquired through automatic dividend reinvestment. Read SEC document |
| November 02, 2023 Filed Nov 6, 2023 14:29 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionDirector Stock Option · Derivative | 23,701 | $0.00 Strike: $35.75 | $0.00 |
DisclosureSEC source: 0000004977-23-000185 · wk-form4_1699280970.xml · derivative · entry 3 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,701 shares Expires 2030-05-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 02, 2023 Filed Nov 6, 2023 14:29 UTC | AFLAC INC AFL · Entity 28 | SaleCommon Stock | 23,701 | $81.51 | $1,931,868.51 |
DisclosureSEC source: 0000004977-23-000185 · wk-form4_1699280970.xml · nonDerivative · entry 2 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,118 F1 · price: The price is the weighted average sale price of the aggregate number of shares that were sold. These shares were sold in multiple transactions at prices ranging from $81.50 to $81.57. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| November 02, 2023 Filed Nov 6, 2023 14:29 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionCommon Stock | 23,701 | $35.75 | $847,310.75 |
DisclosureSEC source: 0000004977-23-000185 · wk-form4_1699280970.xml · nonDerivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,819 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 30, 2023 Filed Oct 2, 2023 22:24 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred phantom share equivalents · Derivative | 1,125 | $37.79 | $42,513.75 |
DisclosureSEC source: 0001109357-23-000073 · wk-form4_1696285459.xml · derivative · entry 3 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,017 Underlying: Common stock · 1,125 shares Expires not disclosed F2 · derivative.exercise_price: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. The stock fund is a unitized fund that consists of both Exelon common stock and short-term liquid investments. Units of the fund are acquired through quarter-end contributions and dividend reinvestment and will be settled for cash upon the termination of the reporting person's service to the board. The balance of phantom share equivalents may fluctuate due to changes in the value of the fund units. F2 · derivative.exercise_date: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. The stock fund is a unitized fund that consists of both Exelon common stock and short-term liquid investments. Units of the fund are acquired through quarter-end contributions and dividend reinvestment and will be settled for cash upon the termination of the reporting person's service to the board. The balance of phantom share equivalents may fluctuate due to changes in the value of the fund units. F2 · derivative.expiration_date: Phantom share equivalents held in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan. The stock fund is a unitized fund that consists of both Exelon common stock and short-term liquid investments. Units of the fund are acquired through quarter-end contributions and dividend reinvestment and will be settled for cash upon the termination of the reporting person's service to the board. The balance of phantom share equivalents may fluctuate due to changes in the value of the fund units. F3 · balance_after: Balance includes 16 additional phantom share equivalents that were accrued to the account by the plan administrator on the ex-dividend date. Read SEC document |
| September 30, 2023 Filed Oct 2, 2023 22:24 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon stock- deferred stock units | 1,017 | $40.58 | $41,269.86 |
DisclosureSEC source: 0001109357-23-000073 · wk-form4_1696285459.xml · nonDerivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Exelon Corp. Directors Deferred Stock Unit Plan Disclosed balance after: 8,535 F1 · balance_after: Balance includes 66 additional shares acquired through automatic dividend reinvestment. Read SEC document |
| June 30, 2023 Filed Jul 3, 2023 18:08 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred Compensation - Phantom Share Equivalents · Derivative | 1,003 | $40.74 | $40,862.22 |
DisclosureSEC source: 0001062993-23-014296 · form4.xml · derivative · entry 3 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,875 Underlying: Common Stock · 1,003 shares Expires not disclosed F2 · derivative.exercise_price: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance includes 7 share equivalents accrued on May 12, 2023 F2 · derivative.exercise_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance includes 7 share equivalents accrued on May 12, 2023 F2 · derivative.expiration_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance includes 7 share equivalents accrued on May 12, 2023 F2 · balance_after: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Balance includes 7 share equivalents accrued on May 12, 2023 Read SEC document |
| June 30, 2023 Filed Jul 3, 2023 18:08 UTC | EXELON CORP EXC · Entity 3050 | GrantCommmon Stock (Deferred Stock Units) | 1,029 | $40.08 | $41,242.32 |
DisclosureSEC source: 0001062993-23-014296 · form4.xml · nonDerivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Exelon Directors Deferred Stock Unit Plan Disclosed balance after: 7,452 F1 · balance_after: Balance includes 57 additional shares acquired on June 9, 2023 through automatic dividend reinvestment. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:27 UTC | AFLAC INC AFL · Entity 28 | GrantCommon Stock | 5,544 | $0.00 | $0.00 |
DisclosureSEC source: 0000004977-23-000105 · wf-form4_168314562218330.xml · nonDerivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,648 F1 · shares: Granted under the Aflac Incorporated Long-Term Incentive Plan (as Amended and Restated February 14, 2017). Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 20:26 UTC | EXELON CORP EXC · Entity 3050 | GrantDeferred Compensation - Phantom Share Equivalents · Derivative | 865 | $41.89 | $36,234.85 |
DisclosureSEC source: 0001062993-23-008308 · form4.xml · derivative · entry 3 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 865 Underlying: Common Stock · 865 shares Expires not disclosed F2 · derivative.exercise_price: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. F2 · derivative.exercise_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. F2 · derivative.expiration_date: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. F2 · balance_after: Phantom share equivalents acquired in the reporting person's Exelon stock fund account that is part of a multi-fund, non-qualified deferred compensation plan and that will be settled in cash on a 1 for 1 basis upon the termination of the reporting person's service. Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 20:26 UTC | EXELON CORP EXC · Entity 3050 | GrantCommmon Stock (Deferred Stock Units) | 1,027 | $40.18 | $41,264.86 |
DisclosureSEC source: 0001062993-23-008308 · form4.xml · nonDerivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Exelon Directors Deferred Stock Unit Plan Disclosed balance after: 6,366 F1 · balance_after: Balance includes 47 additional shares acquired on March 10, 2023 through automatic dividend reinvestment. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 17:25 UTC | EXELON CORP EXC · Entity 3050 | GrantCommmon Stock (Deferred Stock Units) | 936 | $41.42 | $38,769.12 |
DisclosureSEC source: 0001062993-23-000115 · form4.xml · nonDerivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors Deferred Stock Unit Plan Disclosed balance after: 5,292 F1 · balance_after: Balance includes 35 shares acquired on December 9, 2022 through automatic dividend reinvestment. Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 21:07 UTC | EXELON CORP EXC · Entity 3050 | GrantCommmon Stock (Deferred Stock Units) | 845 | $45.84 | $38,734.80 |
DisclosureSEC source: 0001062993-22-020159 · form4.xml · nonDerivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors Deferred Stock Unit Plan Disclosed balance after: 4,321 F1 · balance_after: Balance includes 25 shares acquired on September 9, 2022 through automatic dividend reinvestment. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 22:04 UTC | EXELON CORP EXC · Entity 3050 | GrantCommmon Stock (Deferred Stock Units) | 842 | $46.01 | $38,740.42 |
DisclosureSEC source: 0001062993-22-015779 · form4.xml · nonDerivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors Deferred Stock Unit Plan Disclosed balance after: 3,450 F1 · balance_after: Balance includes 19 shares acquired on June 10, 2022 through automatic dividend reinvestment. Read SEC document |
| May 03, 2022 Filed May 5, 2022 20:32 UTC | AFLAC INC AFL · Entity 28 | GrantCommon Stock | 6,734 | $0.00 | $0.00 |
DisclosureSEC source: 0000004977-22-000096 · wf-form4_165178269856321.xml · nonDerivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,117 F1 · shares: Granted under the Aflac Incorporated Long-Term Incentive Plan (as Amended and Restated February 14, 2017). Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 15:51 UTC | EXELON CORP EXC · Entity 3050 | GrantCommmon Stock (Deferred Stock Units) | 889 | $43.60 | $38,760.40 |
DisclosureSEC source: 0001062993-22-009319 · form4.xml · nonDerivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors Deferred Stock Unit Plan Disclosed balance after: 2,589 F1 · balance_after: Balance includes 13 shares acquired on March 10, 2022 through automatic dividend reinvestment. F2 · balance_after: In connection with the separation of Constellation Energy Corp. (Constellation) from Exelon effective February 1, 2022 (the Spin-Off), the balance of deferred stock units immediately prior to the Spin-Off was adjusted to preserve the overall value of the account balance post-Spin-Off. As a result the deferred stock unit balance was increased by an additional 407 units. Such adjustment is exempt from Section 16 of the Securities Exchange Act of 1934, as amended (the Exchange Act) pursuant to Rule 16a-9 under the Exchange Act. Read SEC document |
| March 22, 2022 Filed Mar 23, 2022 16:41 UTC | EXELON CORP EXC · Entity 3050 | PurchaseCommon Stock | 4,500 | $43.56 | $196,020.00 |
DisclosureSEC source: 0001062993-22-008384 · form4.xml · nonDerivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,500 Read SEC document |
| December 31, 2021 Filed Jan 3, 2022 21:06 UTC | EXELON CORP EXC · Entity 3050 | GrantCommmon Stock (Deferred Stock Units) | 719 | $53.91 | $38,761.29 |
DisclosureSEC source: 0001062993-22-000050 · form4.xml · nonDerivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors Deferred Stock Unit Plan Disclosed balance after: 1,280 F1 · balance_after: Balance includes 4 shares acquired on December 10, 2021 through automatic dividend reinvestment. Read SEC document |
| September 30, 2021 Filed Oct 1, 2021 20:11 UTC | EXELON CORP EXC · Entity 3050 | GrantCommmon Stock (Deferred Stock Units) | 557 | $49.91 | $27,799.87 |
DisclosureSEC source: 0001062993-21-009062 · form4.xml · nonDerivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors Deferred Stock Unit Plan Disclosed balance after: 557 Read SEC document |
| May 03, 2021 Filed May 5, 2021 20:13 UTC | AFLAC INC AFL · Entity 28 | GrantCommon Stock | 6,787 | $0.00 | $0.00 |
DisclosureSEC source: 0000004977-21-000085 · wf-form4_162024561140925.xml · nonDerivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,443 F1 · shares: Granted under the Aflac Incorporated Long-Term Incentive Plan (as Amended and Restated February 14, 2017). Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:53 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 5,643 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016144 · doc4.xml · derivative · entry 4 BOWERS WILLIAM P · CIK 0001225760 · Chairman & CEO, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 5,643 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 21:53 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 2,929 | $56.72 | $166,132.88 |
DisclosureSEC source: 0001209191-21-016144 · doc4.xml · nonDerivative · entry 2 BOWERS WILLIAM P · CIK 0001225760 · Chairman & CEO, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,821 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:53 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 6,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016144 · doc4.xml · nonDerivative · entry 1 BOWERS WILLIAM P · CIK 0001225760 · Chairman & CEO, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,750 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 812 accrued dividend equivalent units. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:52 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 36,608 | $60.10 | $2,200,140.80 |
DisclosureSEC source: 0001209191-21-011314 · doc4.xml · nonDerivative · entry 2 BOWERS WILLIAM P · CIK 0001225760 · Chairman & CEO, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,295 F2 · security: Shares withheld to satisfy required state and federal tax withholding 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.