Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHERN COSO · Entity 1308 | Director | June 09, 2023 | June 12, 2023 |
| Vulcan Materials COVMC · Entity 3118 | Director | June 12, 2026 | June 15, 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.
SOUTHERN CO
Report date June 09, 2023 · Filed June 12, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Southern Company Common StockSEC Table I · non-derivative | Direct | 844,238.797 |
Reported balance
After 2023-06-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-06-09 · Sale · Disposed 50,000 · Balance 844,238.797 F1: Shares sold pursuant to a 10b5-1 trading plan entered into on February 24, 2023 for estate, financial and tax planning purposes. Plan allows for the sale of up to 150,000 shares from 4/10/2023 through 6/12/2023. After completion of the transactions, Mr. Fanning will continue to hold shares of Southern common stock that significantly exceed his share ownership requirements. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.38 to $71.14, inclusive. The reporting person undertakes to provide to Southern Company, any security holder of Southern Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4. |
| Southern Company Common StockSEC Table I · non-derivative | IndirectBy 401(K) | 17,292.1454 |
Reported balance
Holding disclosure · report date 2023-06-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 17,292.1454 |
| Southern Company Common StockSEC Table I · non-derivative | IndirectBy Grantor Retained Annuity Trust | 66,970 |
Reported balance
Holding disclosure · report date 2023-06-09 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 66,970 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold pursuant to a 10b5-1 trading plan entered into on February 24, 2023 for estate, financial and tax planning purposes. Plan allows for the sale of up to 150,000 shares from 4/10/2023 through 6/12/2023. After completion of the transactions, Mr. Fanning will continue to hold shares of Southern common stock that significantly exceed his share ownership requirements.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.38 to $71.14, inclusive. The reporting person undertakes to provide to Southern Company, any security holder of Southern Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4.
Vulcan Materials CO
Report date June 12, 2026 · Filed June 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock (Deferred Compensation)SEC Table II · derivative / convertible security | Direct | 9,921.237 |
Reported balance
After 2026-06-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-12 · Grant · Acquired 301.428 · Balance 9,921.237 F1: Convertible on a 1-for-1 basis. F2: Director's fees credited to the reporting person's account in accordance with the Vulcan Materials Company Directors' Deferred Compensation Plan. F3: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Convertible on a 1-for-1 basis.
F2: Director's fees credited to the reporting person's account in accordance with the Vulcan Materials Company Directors' Deferred Compensation Plan.
F3: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person.
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 |
|---|---|---|---|---|---|---|
| February 03, 2021 Filed Feb 5, 2021 21:57 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 14,732 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008147 · doc4.xml · nonDerivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 634,075.586 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 608 accrued dividend equivalent units. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 21:47 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantPhantom Stock (Deferred Compensation) · Derivative | 388.465 | $141.58 | $55,000.04 |
DisclosureSEC source: 0001562180-20-007334 · primarydocument.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,090.493 Underlying: Common Stock · 388.465 shares Expires not disclosed F1 · derivative.exercise_price: Convertible on a 1-for-1 basis. F2 · shares: Director's fees credited to the reporting person's account in accordance with the Vulcan Materials Company Directors' Deferred Compensation Plan. F3 · derivative.exercise_date: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. F3 · derivative.expiration_date: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. Read SEC document |
| June 15, 2020 Filed Jun 16, 2020 20:41 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantPhantom Stock (Deferred Compensation) · Derivative | 683.807 | $109.68 | $74,999.95 |
DisclosureSEC source: 0001562180-20-004512 · primarydocument.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,673.032 Underlying: Common Stock · 683.807 shares Expires not disclosed F1 · derivative.exercise_price: Convertible on a 1-for-1 basis. F2 · shares: Director's fees credited to the reporting person's account in accordance with the Vulcan Materials Company Directors' Deferred Compensation Plan. F3 · derivative.exercise_date: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. F3 · derivative.expiration_date: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. Read SEC document |
| May 08, 2020 Filed May 12, 2020 22:16 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantRestricted Stock Units · Derivative | 1,485 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-003546 · primarydocument.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,485 Underlying: Common Stock · 1,485 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Vulcan Common Stock. F2 · kind: Annual stock grant made to the reporting person under the Vulcan Materials Company 2016 Omnibus Long-Term Incentive Plan. F3 · derivative.exercise_date: Restricted Stock Units cliff vest on the specified date. In accordance with the terms of the Vulcan Materials Company 2016 Omnibus Long-Term Incentive Plan and instructions previously provided by the reporting person pursuant thereto, vested Restricted Stock Units will be delivered to the reporting person in ten equal annual installments when the reporting person ceases to hold office as a member of the Board of Directors of Vulcan Materials Company. F3 · derivative.expiration_date: Restricted Stock Units cliff vest on the specified date. In accordance with the terms of the Vulcan Materials Company 2016 Omnibus Long-Term Incentive Plan and instructions previously provided by the reporting person pursuant thereto, vested Restricted Stock Units will be delivered to the reporting person in ten equal annual installments when the reporting person ceases to hold office as a member of the Board of Directors of Vulcan Materials Company. Read SEC document |
| March 06, 2020 Filed Mar 9, 2020 20:52 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 2,091.6255 | $66.87 Strike: $0.00 | $139,867.00 |
DisclosureSEC source: 0001209191-20-017312 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,651.7407 Underlying: Southern Company Common Stock · 2,091.6255 shares Expires not disclosed F1 · security: Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 22:00 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 20,997 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014553 · doc4.xml · derivative · entry 4 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,997 Underlying: Southern Company Common Stock · 20,997 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 22:00 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 10,348 | $62.88 | $650,682.24 |
DisclosureSEC source: 0001209191-20-014553 · doc4.xml · nonDerivative · entry 2 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 619,330.073 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 22:00 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 22,815 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014553 · doc4.xml · nonDerivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 629,678.073 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 1,818 accrued dividend equivalent units. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:40 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 17,828 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010184 · doc4.xml · derivative · entry 4 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 17,828 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 |
| February 13, 2020 Filed Feb 18, 2020 21:40 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 9,296 | $69.54 | $646,443.84 |
DisclosureSEC source: 0001209191-20-010184 · doc4.xml · nonDerivative · entry 2 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 606,863.073 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:40 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 20,497 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010184 · doc4.xml · nonDerivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 616,159.073 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 the final 1/3 of performance restricted stock units granted on February 13, 2017. Includes 2,669 accrued dividend equivalent units. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:20 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 16,586 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009347 · doc4.xml · derivative · entry 6 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,170 Underlying: Southern Company Common Stock · 16,586 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Represents performance restricted stock units granted on February 11, 2019. The Compensation and Management Succession Committee certified performance on February 11, 2020 and the first 1/3 vested. The remaining award will vest 1/3 in 2021 and 1/3 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. F4 · derivative.exercise_date: Represents performance restricted stock units granted on February 11, 2019. The Compensation and Management Succession Committee certified performance on February 11, 2020 and the first 1/3 vested. The remaining award will vest 1/3 in 2021 and 1/3 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. F4 · derivative.expiration_date: Represents performance restricted stock units granted on February 11, 2019. The Compensation and Management Succession Committee certified performance on February 11, 2020 and the first 1/3 vested. The remaining award will vest 1/3 in 2021 and 1/3 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, 2020 Filed Feb 13, 2020 22:20 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 7,855 | $68.59 | $538,774.45 |
DisclosureSEC source: 0001209191-20-009347 · doc4.xml · nonDerivative · entry 4 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 595,662.073 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:20 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 17,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009347 · doc4.xml · nonDerivative · entry 3 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 603,517.073 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: Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 11, 2019. The Compensation Committee and Management Succession Committee certified performance on February 11, 2020. Includes 734 accrued dividend equivalent units. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:20 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 87,058 | $68.59 | $5,971,308.22 |
DisclosureSEC source: 0001209191-20-009347 · doc4.xml · nonDerivative · entry 2 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 586,197.073 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:20 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 191,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009347 · doc4.xml · nonDerivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 673,255.073 F1 · security: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2017-2019 award. The Compensation and Management Succession Committee certified performance on February 11, 2020. Includes accrued dividend equivalent units. Read SEC document |
| December 20, 2019 Filed Dec 23, 2019 22:18 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 17.7262 | $63.86 Strike: $0.00 | $1,132.00 |
DisclosureSEC source: 0001209191-19-061827 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,278.5052 Underlying: Southern Company Common Stock · 17.7262 shares Expires not disclosed F1 · security: Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. Read SEC document |
| December 19, 2019 Filed Dec 20, 2019 22:06 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 1,025,454 | $0.00 Strike: $41.28 | $0.00 |
DisclosureSEC source: 0001209191-19-061605 · doc4.xml · derivative · entry 10 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 1,025,454 shares Expires 2024-02-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: Options exercised and sold pursuant to a 10b5-1 trading plan entered into on October 31, 2019 for estate and financial planning purposes. As a result of the transactions, Mr. Fanning increased his ownership of Southern Company common stock by 270,597 shares. Mr. Fanning significantly exceeds his share ownership requirements. Read SEC document |
| December 19, 2019 Filed Dec 20, 2019 22:06 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 714,297 | $0.00 Strike: $44.06 | $0.00 |
DisclosureSEC source: 0001209191-19-061605 · doc4.xml · derivative · entry 9 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 714,297 shares Expires 2023-02-11 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. F2 · security: Options exercised and sold pursuant to a 10b5-1 trading plan entered into on October 31, 2019 for estate and financial planning purposes. As a result of the transactions, Mr. Fanning increased his ownership of Southern Company common stock by 270,597 shares. Mr. Fanning significantly exceeds his share ownership requirements. Read SEC document |
| December 19, 2019 Filed Dec 20, 2019 22:06 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 597,345 | $0.00 Strike: $44.42 | $0.00 |
DisclosureSEC source: 0001209191-19-061605 · doc4.xml · derivative · entry 8 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 597,345 shares Expires 2022-02-13 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. F2 · security: Options exercised and sold pursuant to a 10b5-1 trading plan entered into on October 31, 2019 for estate and financial planning purposes. As a result of the transactions, Mr. Fanning increased his ownership of Southern Company common stock by 270,597 shares. Mr. Fanning significantly exceeds his share ownership requirements. Read SEC document |
| December 19, 2019 Filed Dec 20, 2019 22:06 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 597,345 | $62.99 | $37,626,761.55 |
DisclosureSEC source: 0001209191-19-061605 · doc4.xml · nonDerivative · entry 6 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 481,290.073 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.41 to $63.63, inclusive. The reporting person undertakes to provide to Southern Company, any security holder of Southern Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (1) to this Form 4. Read SEC document |
| December 19, 2019 Filed Dec 20, 2019 22:06 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 597,345 | $44.42 | $26,534,064.90 |
DisclosureSEC source: 0001209191-19-061605 · doc4.xml · nonDerivative · entry 5 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,078,635.073 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 |
| December 19, 2019 Filed Dec 20, 2019 22:06 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 637,454 | $62.99 | $40,153,227.46 |
DisclosureSEC source: 0001209191-19-061605 · doc4.xml · nonDerivative · entry 4 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 481,290.073 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.41 to $63.63, inclusive. The reporting person undertakes to provide to Southern Company, any security holder of Southern Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (1) to this Form 4. Read SEC document |
| December 19, 2019 Filed Dec 20, 2019 22:06 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 714,297 | $44.06 | $31,471,925.82 |
DisclosureSEC source: 0001209191-19-061605 · doc4.xml · nonDerivative · entry 3 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,118,744.073 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 |
| December 19, 2019 Filed Dec 20, 2019 22:06 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 831,700 | $62.99 | $52,388,783.00 |
DisclosureSEC source: 0001209191-19-061605 · doc4.xml · nonDerivative · entry 2 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 404,447.073 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.41 to $63.63, inclusive. The reporting person undertakes to provide to Southern Company, any security holder of Southern Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (1) to this Form 4. Read SEC document |
| December 19, 2019 Filed Dec 20, 2019 22:06 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,025,454 | $41.28 | $42,330,741.12 |
DisclosureSEC source: 0001209191-19-061605 · doc4.xml · nonDerivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,236,147.073 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 |
| December 13, 2019 Filed Dec 17, 2019 22:31 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantPhantom Stock (Deferred Compensation) · Derivative | 388.52 | $141.56 | $55,000.06 |
DisclosureSEC source: 0001562180-19-006159 · primarydocument.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,960.235 Underlying: Common Stock · 388.52 shares Expires not disclosed F1 · derivative.exercise_price: Convertible on a 1-for-1 basis. F2 · shares: Director's fees credited to the reporting person's account in accordance with the Vulcan Materials Company Directors' Deferred Compensation Plan. F3 · derivative.exercise_date: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. F3 · derivative.expiration_date: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 21:36 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 18.2169 | $62.14 Strike: $0.00 | $1,132.00 |
DisclosureSEC source: 0001209191-19-059657 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,260.779 Underlying: Southern Company Common Stock · 18.2169 shares Expires not disclosed F1 · security: Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. Read SEC document |
| November 22, 2019 Filed Nov 25, 2019 23:26 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 17.9996 | $62.89 Strike: $0.00 | $1,131.99 |
DisclosureSEC source: 0001209191-19-057992 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,242.5621 Underlying: Southern Company Common Stock · 17.9996 shares Expires not disclosed F1 · security: Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. Read SEC document |
| November 08, 2019 Filed Nov 12, 2019 22:08 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 18.4786 | $61.26 Strike: $0.00 | $1,132.00 |
DisclosureSEC source: 0001209191-19-056085 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,224.5625 Underlying: Southern Company Common Stock · 18.4786 shares Expires not disclosed F1 · security: Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. Read SEC document |
| October 25, 2019 Filed Oct 28, 2019 23:03 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 18.4515 | $61.35 Strike: $0.00 | $1,132.00 |
DisclosureSEC source: 0001209191-19-054275 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,206.0839 Underlying: Southern Company Common Stock · 18.4515 shares Expires not disclosed F1 · security: Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. Read SEC document |
| October 11, 2019 Filed Oct 15, 2019 20:51 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 18.4005 | $61.52 Strike: $0.00 | $1,132.00 |
DisclosureSEC source: 0001209191-19-053177 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,898.7825 Underlying: Southern Company Common Stock · 18.4005 shares Expires not disclosed F1 · security: Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. Read SEC document |
| September 27, 2019 Filed Sep 30, 2019 20:58 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 18.326 | $61.77 Strike: $0.00 | $1,132.00 |
DisclosureSEC source: 0001209191-19-051106 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,880.382 Underlying: Southern Company Common Stock · 18.326 shares Expires not disclosed F1 · security: Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. Read SEC document |
| September 13, 2019 Filed Sep 16, 2019 20:35 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 18.8257 | $60.13 Strike: $0.00 | $1,131.99 |
DisclosureSEC source: 0001209191-19-049646 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,862.056 Underlying: Southern Company Common Stock · 18.8257 shares Expires not disclosed F1 · security: Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. Read SEC document |
| August 30, 2019 Filed Sep 3, 2019 20:40 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 19.4301 | $58.26 Strike: $0.00 | $1,132.00 |
DisclosureSEC source: 0001209191-19-047985 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,843.2301 Underlying: Southern Company Common Stock · 19.4301 shares Expires not disclosed F1 · security: Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. Read SEC document |
| August 16, 2019 Filed Aug 19, 2019 22:37 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 19.6937 | $57.48 Strike: $0.00 | $1,131.99 |
DisclosureSEC source: 0001209191-19-046696 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,823.8 Underlying: Southern Company Common Stock · 19.6937 shares Expires not disclosed F1 · security: Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. Read SEC document |
| August 02, 2019 Filed Aug 5, 2019 21:08 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 19.7349 | $57.36 Strike: $0.00 | $1,131.99 |
DisclosureSEC source: 0001209191-19-044620 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,804.1061 Underlying: Southern Company Common Stock · 19.7349 shares Expires not disclosed F1 · security: Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. Read SEC document |
| July 19, 2019 Filed Jul 22, 2019 20:04 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 20.4812 | $55.27 Strike: $0.00 | $1,132.00 |
DisclosureSEC source: 0001209191-19-042863 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,784.3712 Underlying: Southern Company Common Stock · 20.4812 shares Expires not disclosed F1 · security: Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. Read SEC document |
| July 05, 2019 Filed Jul 8, 2019 20:27 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 20.0851 | $56.36 Strike: $0.00 | $1,132.00 |
DisclosureSEC source: 0001209191-19-041409 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,457.4172 Underlying: Southern Company Common Stock · 20.0851 shares Expires not disclosed F1 · security: Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. Read SEC document |
| June 21, 2019 Filed Jun 24, 2019 21:15 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 20.1172 | $56.27 Strike: $0.00 | $1,131.99 |
DisclosureSEC source: 0001209191-19-038812 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,437.3321 Underlying: Southern Company Common Stock · 20.1172 shares Expires not disclosed F1 · security: Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. Read SEC document |
| June 14, 2019 Filed Jun 17, 2019 21:24 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantPhantom Stock (Deferred Compensation) · Derivative | 577.505 | $129.87 | $75,000.57 |
DisclosureSEC source: 0001562180-19-003557 · primarydocument.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,551.607 Underlying: Common Stock · 577.505 shares Expires not disclosed F1 · derivative.exercise_price: Convertible on a 1-for-1 basis. F2 · shares: Director's fees credited to the reporting person's account in accordance with the Vulcan Materials Company Directors' Deferred Compensation Plan. F3 · derivative.exercise_date: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. F3 · derivative.expiration_date: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. Read SEC document |
| June 07, 2019 Filed Jun 11, 2019 01:26 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 20.6909 | $54.71 Strike: $0.00 | $1,132.00 |
DisclosureSEC source: 0001209191-19-036014 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,417.2149 Underlying: Southern Company Common Stock · 20.6909 shares Expires not disclosed F1 · security: Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. Read SEC document |
| May 24, 2019 Filed May 29, 2019 01:41 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 20.8279 | $54.35 Strike: $0.00 | $1,132.00 |
DisclosureSEC source: 0001209191-19-033114 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,396.524 Underlying: Southern Company Common Stock · 20.8279 shares Expires not disclosed F1 · security: Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. Read SEC document |
| May 10, 2019 Filed May 13, 2019 20:06 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 21.2103 | $53.37 Strike: $0.00 | $1,131.99 |
DisclosureSEC source: 0001209191-19-029299 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,375.6961 Underlying: Southern Company Common Stock · 21.2103 shares Expires not disclosed F1 · security: Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. Read SEC document |
| May 10, 2019 Filed May 14, 2019 20:52 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantDeferred Stock Units · Derivative | 1,165 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-002811 · primarydocument.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,640.74 Underlying: Common Stock · 1,165 shares Expires not disclosed F1 · derivative.exercise_price: Convertible on a 1-for-1 basis. F2 · kind: Annual deferred stock grant made to the reporting person under the Vulcan Materials Company 2016 Omnibus Long-Term Incentive Plan. F3 · price: Deferred Stock Units are fully vested as of the grant date. Vested shares will be delivered to the reporting person in the month of April following the year in which the reporting person ceases to be a member of the Board of Directors, unless the reporting person has elected to defer payment of the award, or unless payment is made earlier due to the death or disability of the reporting person or a change in control of Vulcan. F3 · derivative.exercise_date: Deferred Stock Units are fully vested as of the grant date. Vested shares will be delivered to the reporting person in the month of April following the year in which the reporting person ceases to be a member of the Board of Directors, unless the reporting person has elected to defer payment of the award, or unless payment is made earlier due to the death or disability of the reporting person or a change in control of Vulcan. F3 · derivative.expiration_date: Deferred Stock Units are fully vested as of the grant date. Vested shares will be delivered to the reporting person in the month of April following the year in which the reporting person ceases to be a member of the Board of Directors, unless the reporting person has elected to defer payment of the award, or unless payment is made earlier due to the death or disability of the reporting person or a change in control of Vulcan. Read SEC document |
| April 26, 2019 Filed Apr 29, 2019 21:09 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 21.5454 | $52.54 Strike: $0.00 | $1,132.00 |
DisclosureSEC source: 0001209191-19-026437 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,354.4858 Underlying: Southern Company Common Stock · 21.5454 shares Expires not disclosed F1 · security: Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. Read SEC document |
| April 12, 2019 Filed Apr 15, 2019 21:04 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 21.5618 | $52.50 Strike: $0.00 | $1,131.99 |
DisclosureSEC source: 0001209191-19-024591 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,332.9404 Underlying: Southern Company Common Stock · 21.5618 shares Expires not disclosed F1 · security: Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. Read SEC document |
| March 29, 2019 Filed Apr 1, 2019 21:06 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 21.9039 | $51.68 Strike: $0.00 | $1,131.99 |
DisclosureSEC source: 0001209191-19-022029 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,060.1544 Underlying: Southern Company Common Stock · 21.9039 shares Expires not disclosed F1 · security: Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 21:07 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 21.8279 | $51.86 Strike: $0.00 | $1,131.99 |
DisclosureSEC source: 0001209191-19-020037 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,015.7408 Underlying: Southern Company Common Stock · 21.8279 shares Expires not disclosed F1 · security: Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. Read SEC document |
| March 08, 2019 Filed Mar 11, 2019 21:53 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 5,983.1002 | $50.90 Strike: $0.00 | $304,539.80 |
DisclosureSEC source: 0001209191-19-018556 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,993.9129 Underlying: Southern Company Common Stock · 5,983.1002 shares Expires not disclosed F1 · security: Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of Mr. Fanning's employment with The Southern Company. Mr. Fanning may transfer his phantom stock account into an alternative investment account at any time. 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.