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 |
|---|---|---|---|---|---|---|
| March 01, 2019 Filed Mar 4, 2019 22:15 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 21.8387 | $49.98 Strike: $0.00 | $1,091.50 |
DisclosureSEC source: 0001209191-19-015753 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,010.8127 Underlying: Southern Company Common Stock · 21.8387 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 15, 2019 Filed Feb 19, 2019 22:08 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 22.4773 | $48.56 Strike: $0.00 | $1,091.50 |
DisclosureSEC source: 0001209191-19-011185 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,988.974 Underlying: Southern Company Common Stock · 22.4773 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 13, 2019 Filed Feb 15, 2019 22:19 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 17,828 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010702 · doc4.xml · derivative · entry 4 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,828 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 performance restricted stock units granted on February 13, 2017. The remaining portion of the award will vest in 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · price: Represents performance restricted stock units granted on February 13, 2017. The remaining portion of the award will vest in 2020. Each performance restricted stock unit represents the right to receive, at settlement, 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 13, 2017. The remaining portion of the award will vest in 2020. Each performance restricted stock unit represents the right to receive, at settlement, 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 13, 2017. The remaining portion of the award will vest in 2020. Each performance restricted stock unit represents the right to receive, at settlement, 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, 2019 Filed Feb 15, 2019 22:19 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 8,902 | $49.22 | $438,156.44 |
DisclosureSEC source: 0001209191-19-010702 · doc4.xml · nonDerivative · entry 2 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,562.4085 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:19 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 19,628 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010702 · doc4.xml · nonDerivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,464.4085 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 13, 2017. The Compensation and Management Succession Committee certified performance on February 13, 2018. Includes 1,800 accrued dividend equivalent units. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:42 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 20,996 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009814 · doc4.xml · derivative · entry 6 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,994 Underlying: Southern Company Common Stock · 20,996 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 27, 2018. The Compensation and Management Succession Committee certified performance on February 11, 2019 and the first 1/3 vested. The remaining award will vest 1/3 in 2020 and 1/3 in 2021. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · price: Represents performance restricted stock units granted on February 27, 2018. The Compensation and Management Succession Committee certified performance on February 11, 2019 and the first 1/3 vested. The remaining award will vest 1/3 in 2020 and 1/3 in 2021. Each performance restricted stock unit represents the right to receive, at settlement, 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 27, 2018. The Compensation and Management Succession Committee certified performance on February 11, 2019 and the first 1/3 vested. The remaining award will vest 1/3 in 2020 and 1/3 in 2021. Each performance restricted stock unit represents the right to receive, at settlement, 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 27, 2018. The Compensation and Management Succession Committee certified performance on February 11, 2019 and the first 1/3 vested. The remaining award will vest 1/3 in 2020 and 1/3 in 2021. Each performance restricted stock unit represents the right to receive, at settlement, 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, 2019 Filed Feb 13, 2019 22:42 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 39,021 | $49.27 | $1,922,564.67 |
DisclosureSEC source: 0001209191-19-009814 · doc4.xml · nonDerivative · entry 4 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,836.4085 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:42 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 86,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009814 · doc4.xml · nonDerivative · entry 3 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,857.4085 F3 · security: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2016-2018 award. The Compensation and Management Succession Committee certified performance on February 11, 2019. Includes accrued dividend equivalent units. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:42 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 8,859 | $49.24 | $436,217.16 |
DisclosureSEC source: 0001209191-19-009814 · doc4.xml · nonDerivative · entry 2 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,817.4085 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:42 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 21,848 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009814 · doc4.xml · nonDerivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,676.4085 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 27, 2018. The Compensation and Management Succession Committee certified performance on February 11, 2019. Includes 107 accrued dividend equivalent units. Read SEC document |
| February 01, 2019 Filed Feb 4, 2019 21:19 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 22.5097 | $48.49 Strike: $0.00 | $1,091.50 |
DisclosureSEC source: 0001209191-19-006773 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,895.4587 Underlying: Southern Company Common Stock · 22.5097 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 |
| January 18, 2019 Filed Jan 23, 2019 21:37 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 23.1152 | $47.22 Strike: $0.00 | $1,091.50 |
DisclosureSEC source: 0001209191-19-004972 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,872.949 Underlying: Southern Company Common Stock · 23.1152 shares Expires not disclosed F1 · derivative.exercise_price: 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 |
| January 04, 2019 Filed Jan 8, 2019 22:07 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 24.4128 | $44.71 Strike: $0.00 | $1,091.50 |
DisclosureSEC source: 0001209191-19-002834 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,597.3437 Underlying: Southern Company Common Stock · 24.4128 shares Expires not disclosed F1 · derivative.exercise_price: 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 21, 2018 Filed Dec 26, 2018 17:17 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 121.0356 | $45.09 Strike: $0.00 | $5,457.50 |
DisclosureSEC source: 0001209191-18-064062 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,572.9309 Underlying: Southern Company Common Stock · 121.0356 shares Expires not disclosed F1 · derivative.exercise_price: 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 14, 2018 Filed Dec 18, 2018 21:32 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantPhantom Stock (Deferred Compensation) · Derivative | 529.646 | $103.84 | $55,000.03 |
DisclosureSEC source: 0001562180-18-005007 · primarydocument.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,953.528 Underlying: Common Stock · 529.646 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 07, 2018 Filed Dec 10, 2018 20:28 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 116.1664 | $46.98 Strike: $0.00 | $5,457.50 |
DisclosureSEC source: 0001209191-18-061720 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,451.8953 Underlying: Southern Company Common Stock · 116.1664 shares Expires not disclosed F1 · derivative.exercise_price: 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 23, 2018 Filed Nov 26, 2018 22:00 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 119.3678 | $45.72 Strike: $0.00 | $5,457.50 |
DisclosureSEC source: 0001209191-18-059932 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,335.7289 Underlying: Southern Company Common Stock · 119.3678 shares Expires not disclosed F1 · derivative.exercise_price: 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 09, 2018 Filed Nov 13, 2018 18:24 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 116.5882 | $46.81 Strike: $0.00 | $5,457.49 |
DisclosureSEC source: 0001209191-18-058147 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,216.3611 Underlying: Southern Company Common Stock · 116.5882 shares Expires not disclosed F1 · derivative.exercise_price: 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 26, 2018 Filed Oct 29, 2018 21:38 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 121.6562 | $44.86 Strike: $0.00 | $5,457.50 |
DisclosureSEC source: 0001209191-18-056456 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,099.7729 Underlying: Southern Company Common Stock · 121.6562 shares Expires not disclosed F1 · derivative.exercise_price: 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 12, 2018 Filed Oct 15, 2018 20:54 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 125.2293 | $43.58 Strike: $0.00 | $5,457.49 |
DisclosureSEC source: 0001209191-18-054985 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,978.1167 Underlying: Southern Company Common Stock · 125.2293 shares Expires not disclosed F1 · derivative.exercise_price: 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 28, 2018 Filed Oct 1, 2018 20:59 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 125.1719 | $43.60 Strike: $0.00 | $5,457.49 |
DisclosureSEC source: 0001209191-18-052823 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,852.8874 Underlying: Southern Company Common Stock · 125.1719 shares Expires not disclosed F1 · derivative.exercise_price: 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 14, 2018 Filed Sep 17, 2018 21:23 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 124.3165 | $43.90 Strike: $0.00 | $5,457.49 |
DisclosureSEC source: 0001209191-18-051261 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,727.7155 Underlying: Southern Company Common Stock · 124.3165 shares Expires not disclosed F1 · derivative.exercise_price: 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 31, 2018 Filed Sep 4, 2018 20:59 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 123.5007 | $44.19 Strike: $0.00 | $5,457.50 |
DisclosureSEC source: 0001209191-18-049245 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,603.399 Underlying: Southern Company Common Stock · 123.5007 shares Expires not disclosed F1 · derivative.exercise_price: 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 17, 2018 Filed Aug 20, 2018 21:06 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 116.1911 | $46.97 Strike: $0.00 | $5,457.50 |
DisclosureSEC source: 0001209191-18-047632 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,479.8983 Underlying: Southern Company Common Stock · 116.1911 shares Expires not disclosed F1 · derivative.exercise_price: 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 03, 2018 Filed Aug 6, 2018 20:36 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 111.5368 | $48.93 Strike: $0.00 | $5,457.50 |
DisclosureSEC source: 0001209191-18-045546 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,363.7072 Underlying: Southern Company Common Stock · 111.5368 shares Expires not disclosed F1 · derivative.exercise_price: 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 20, 2018 Filed Jul 23, 2018 21:01 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 114.8463 | $47.52 Strike: $0.00 | $5,457.50 |
DisclosureSEC source: 0001209191-18-043628 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,252.1704 Underlying: Southern Company Common Stock · 114.8463 shares Expires not disclosed F1 · derivative.exercise_price: 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 06, 2018 Filed Jul 9, 2018 20:55 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 114.2691 | $47.76 Strike: $0.00 | $5,457.49 |
DisclosureSEC source: 0001209191-18-042004 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,137.3241 Underlying: Southern Company Common Stock · 114.2691 shares Expires not disclosed F1 · derivative.exercise_price: 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 22, 2018 Filed Jun 25, 2018 18:03 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 119.1333 | $45.81 Strike: $0.00 | $5,457.50 |
DisclosureSEC source: 0001209191-18-039372 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,023.055 Underlying: Southern Company Common Stock · 119.1333 shares Expires not disclosed F1 · derivative.exercise_price: 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 15, 2018 Filed Jun 19, 2018 21:27 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantPhantom Stock (Deferred Compensation) · Derivative | 425.858 | $129.15 | $54,999.56 |
DisclosureSEC source: 0001562180-18-003062 · primarydocument.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,406.23 Underlying: Common Stock · 425.858 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 08, 2018 Filed Jun 11, 2018 20:08 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 126.0974 | $43.28 Strike: $0.00 | $5,457.50 |
DisclosureSEC source: 0001209191-18-036908 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,903.9217 Underlying: Southern Company Common Stock · 126.0974 shares Expires not disclosed F1 · derivative.exercise_price: 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 25, 2018 Filed May 29, 2018 15:53 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 122.5852 | $44.52 Strike: $0.00 | $5,457.49 |
DisclosureSEC source: 0001209191-18-033705 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,777.8243 Underlying: Southern Company Common Stock · 122.5852 shares Expires not disclosed F1 · derivative.exercise_price: 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 11, 2018 Filed May 15, 2018 16:48 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 121.4666 | $44.93 Strike: $0.00 | $5,457.49 |
DisclosureSEC source: 0001209191-18-030134 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,655.2391 Underlying: Southern Company Common Stock · 121.4666 shares Expires not disclosed F1 · derivative.exercise_price: 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 11, 2018 Filed May 15, 2018 21:02 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantDeferred Stock Units · Derivative | 1,180 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-18-002472 · primarydocument.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,420.63 Underlying: Common Stock · 1,180 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 27, 2018 Filed Apr 30, 2018 21:45 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 117.6185 | $46.40 Strike: $0.00 | $5,457.50 |
DisclosureSEC source: 0001209191-18-026905 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,533.7725 Underlying: Southern Company Common Stock · 117.6185 shares Expires not disclosed F1 · derivative.exercise_price: 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 27, 2018 Filed Jan 23, 2019 21:34 UTC Amendment | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 117.6185 | $46.40 Strike: $0.00 | $5,457.50 |
DisclosureSEC source: 0001209191-19-004969 · doc4a.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,769.0095 Underlying: Southern Company Common Stock · 117.6185 shares Expires not disclosed F1 · derivative.exercise_price: 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. F3 · balance_after: Amendment filed to correct the number of phantom stock units beneficially owned on April 27, 2018. The 117.6125 phantom stock units acquired were inadvertently deducted from rather than added to the total number beneficially owned. Read SEC document |
| April 13, 2018 Filed Apr 17, 2018 19:45 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 124.2034 | $43.94 Strike: $0.00 | $5,457.50 |
DisclosureSEC source: 0001209191-18-025151 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,651.391 Underlying: Southern Company Common Stock · 124.2034 shares Expires not disclosed F1 · derivative.exercise_price: 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 02, 2018 Filed Apr 3, 2018 20:18 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 123.4449 | $44.21 Strike: $0.00 | $5,457.50 |
DisclosureSEC source: 0001209191-18-022925 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,527.1876 Underlying: Southern Company Common Stock · 123.4449 shares Expires not disclosed F1 · derivative.exercise_price: 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 16, 2018 Filed Mar 20, 2018 21:32 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 123.5007 | $44.19 Strike: $0.00 | $5,457.50 |
DisclosureSEC source: 0001209191-18-020937 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,403.7427 Underlying: Southern Company Common Stock · 123.5007 shares Expires not disclosed F1 · derivative.exercise_price: 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 02, 2018 Filed Mar 6, 2018 21:32 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 123.4727 | $44.20 Strike: $0.00 | $5,457.49 |
DisclosureSEC source: 0001209191-18-017269 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,280.242 Underlying: Southern Company Common Stock · 123.4727 shares Expires not disclosed F1 · derivative.exercise_price: 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 16, 2018 Filed Feb 20, 2018 19:49 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 124.2317 | $43.93 Strike: $0.00 | $5,457.50 |
DisclosureSEC source: 0001209191-18-011217 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,156.7693 Underlying: Southern Company Common Stock · 124.2317 shares Expires not disclosed F1 · derivative.exercise_price: 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 12, 2018 Filed Feb 14, 2018 22:38 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 17,828 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010032 · doc4.xml · derivative · entry 5 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,656 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. F4 · security: Represents performance restricted stock units granted on February 13, 2017. The Compensation and Management Succession Committee certified performance on February 12, 2018 and the first 1/3 vested. The remaining award will vest 1/3 in 2019 and 1/3 in 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · price: Represents performance restricted stock units granted on February 13, 2017. The Compensation and Management Succession Committee certified performance on February 12, 2018 and the first 1/3 vested. The remaining award will vest 1/3 in 2019 and 1/3 in 2020. Each performance restricted stock unit represents the right to receive, at settlement, 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 13, 2017. The Compensation and Management Succession Committee certified performance on February 12, 2018 and the first 1/3 vested. The remaining award will vest 1/3 in 2019 and 1/3 in 2020. Each performance restricted stock unit represents the right to receive, at settlement, 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 13, 2017. The Compensation and Management Succession Committee certified performance on February 12, 2018 and the first 1/3 vested. The remaining award will vest 1/3 in 2019 and 1/3 in 2020. Each performance restricted stock unit represents the right to receive, at settlement, 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 12, 2018 Filed Feb 14, 2018 22:38 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 5,651 | $44.68 | $252,486.68 |
DisclosureSEC source: 0001209191-18-010032 · doc4.xml · nonDerivative · entry 4 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,828.4085 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:38 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 18,643 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010032 · doc4.xml · nonDerivative · entry 3 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,479.4085 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 13, 2017. The Compensation and Management Succession Committee certified performance on February 12, 2018. Includes 815 accrued dividend equivalent units. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:38 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 57,529 | $44.68 | $2,570,395.72 |
DisclosureSEC source: 0001209191-18-010032 · doc4.xml · nonDerivative · entry 2 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,836.4085 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:38 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 128,089 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010032 · doc4.xml · nonDerivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,365.4085 F1 · security: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2015-2017 award. The Compensation and Management Succession Committee certified performance on February 12, 2018. Includes accrued dividend equivalent units. Read SEC document |
| February 02, 2018 Filed Feb 5, 2018 22:33 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 123.5566 | $44.17 Strike: $0.00 | $5,457.50 |
DisclosureSEC source: 0001209191-18-007602 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,032.5376 Underlying: Southern Company Common Stock · 123.5566 shares Expires not disclosed F1 · derivative.exercise_price: 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 |
| January 19, 2018 Filed Jan 22, 2018 23:01 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 122.806 | $44.44 Strike: $0.00 | $5,457.50 |
DisclosureSEC source: 0001209191-18-004786 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,908.981 Underlying: Southern Company Common Stock · 122.806 shares Expires not disclosed F1 · derivative.exercise_price: 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 |
| January 05, 2018 Filed Jan 9, 2018 22:11 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 116.663 | $46.78 Strike: $0.00 | $5,457.50 |
DisclosureSEC source: 0001209191-18-002979 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,713.6796 Underlying: Southern Company Common Stock · 116.663 shares Expires not disclosed F1 · derivative.exercise_price: 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 15, 2017 Filed Dec 19, 2017 22:06 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantPhantom Stock (Deferred Compensation) · Derivative | 453.048 | $121.40 | $55,000.03 |
DisclosureSEC source: 0001562180-17-003942 · primarydocument.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,972.877 Underlying: Common Stock · 453.048 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 Director's 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, 2017 Filed Jun 19, 2017 22:07 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantPhantom Stock (Deferred Compensation) · Derivative | 432.999 | $127.02 | $54,999.97 |
DisclosureSEC source: 0001225208-17-011489 · doc4.xml · derivative · entry 2 FANNING THOMAS A · CIK 0001227464 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,509.323 Underlying: Common Stock · 432.999 shares Expires not disclosed F1 · derivative.exercise_price: Convertible on a 1-for-1 basis. F4 · kind: Director's fees credited to the reporting person's account in accordance with the Vulcan Materials Company Directors' Deferred Compensation Plan. F5 · derivative.exercise_date: The units are to be settled in Vulcan common stock commencing at the retirement of the reporting person. F5 · derivative.expiration_date: The units are to be settled in Vulcan common stock commencing at the retirement of the reporting person. 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.