Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Essential Utilities, Inc.WTRG · Entity 3473 | Director | March 20, 2023 | March 22, 2023 |
| Invesco Ltd.IVZ · Entity 125 | Director | May 15, 2026 | May 19, 2026 |
| SOUTHERN COSO · Entity 1308 | Chairman, President & CEO | May 24, 2026 | May 26, 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.
Essential Utilities, Inc.
Report date March 20, 2023 · Filed March 22, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,083 |
Reported balance
After 2023-03-20 transaction · row 1
1 source rowRow 1 · 2023-03-20 · Grant · Acquired 702 · Balance 9,083 |
Invesco Ltd.
Report date May 15, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 59,917 |
Reported balance
After 2026-05-15 transaction · row 1
1 source rowRow 1 · 2026-05-15 · Grant · Acquired 8,112 · Balance 59,917 |
SOUTHERN CO
Report date May 24, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Southern Company Common StockSEC Table I · non-derivative | Direct | 213,449.2496 |
Ending reported balance
After 2026-05-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-24 · Exercise / conversion · Acquired 7,662 · Balance 216,863.2496 F1: Shares acquired upon vesting of the final 1/3 of performance restricted stock units granted on May 24, 2023. Includes 764 accrued dividend equivalent units. Row 2 · 2026-05-24 · Tax withholding · Disposed 3,414 · Balance 213,449.2496 F2: Shares withheld to satisfy required state and federal tax withholding requirements. |
| Performance Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-05-24 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-24 · Exercise / conversion · Disposed 6,898 · Balance 0 F3: Represents the final 1/3 of performance restricted stock units granted on May 24, 2023. |
| Southern Company Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 2,603.3794 |
Reported balance
Holding disclosure · report date 2026-05-24 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,603.3794 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired upon vesting of the final 1/3 of performance restricted stock units granted on May 24, 2023. Includes 764 accrued dividend equivalent units.
F2: Shares withheld to satisfy required state and federal tax withholding requirements.
F3: Represents the final 1/3 of performance restricted stock units granted on May 24, 2023.
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 |
|---|---|---|---|---|---|---|
| May 15, 2023 Filed May 17, 2023 20:18 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 12,820 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-030159 · doc4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,122 Read SEC document |
| March 20, 2023 Filed Mar 22, 2023 21:06 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 702 | $42.77 | $30,021.03 |
DisclosureSEC source: 0001127602-23-011049 · form4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,083 Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:40 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,726 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009772 · doc4.xml · derivative · entry 6 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,452 Underlying: Southern Company Common Stock · 3,726 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 · shares: Represents first 1/3 of performance restricted stock units granted on February 13, 2022. The remaining award will vest 1/3 in 2024 and 1/3 in 2025. Each 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 first 1/3 of performance restricted stock units granted on February 13, 2022. The remaining award will vest 1/3 in 2024 and 1/3 in 2025. Each 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 first 1/3 of performance restricted stock units granted on February 13, 2022. The remaining award will vest 1/3 in 2024 and 1/3 in 2025. Each 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, 2023 Filed Feb 15, 2023 21:40 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,745 | $67.13 | $117,141.85 |
DisclosureSEC source: 0001209191-23-009772 · doc4.xml · nonDerivative · entry 4 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,847.1146 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:40 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,867 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009772 · doc4.xml · nonDerivative · entry 3 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,592.1146 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 · shares: Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 13, 2021. The Compensation Committee and Management Succession Committee certified performance on February 13, 2023. Includes 141 accrued dividend equivalent units. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:40 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 12,041 | $67.13 | $808,312.33 |
DisclosureSEC source: 0001209191-23-009772 · doc4.xml · nonDerivative · entry 2 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,725.1146 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:40 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 26,696 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009772 · doc4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,766.1146 F1 · shares: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2020-2022 award. The Compensation and Management Succession Committee certified performance on February 13, 2023. Includes accrued dividend equivalent units. Read SEC document |
| February 11, 2023 Filed Feb 14, 2023 22:32 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 1,794 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009292 · doc4.xml · derivative · entry 4 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 1,794 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 · shares: Represents final 1/3 of performance restricted stock units granted on February 11, 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 final 1/3 of performance restricted stock units granted on February 11, 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 final 1/3 of performance restricted stock units granted on February 11, 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 11, 2023 Filed Feb 14, 2023 22:32 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 914 | $66.88 | $61,128.32 |
DisclosureSEC source: 0001209191-23-009292 · doc4.xml · nonDerivative · entry 2 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,070.1146 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2023 Filed Feb 14, 2023 22:32 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 2,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009292 · doc4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,984.1146 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 · shares: Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 11, 2020. Includes 229 accrued dividend equivalent units. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 21:43 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,930 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007546 · doc4.xml · derivative · entry 4 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,931 Underlying: Southern Company Common Stock · 3,930 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 · shares: Represents second 1/3 of performance restricted stock units granted on February 3, 2021. The remaining 1/3 of the award will vest in 2024. Each 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 second 1/3 of performance restricted stock units granted on February 3, 2021. The remaining 1/3 of the award will vest in 2024. Each 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 second 1/3 of performance restricted stock units granted on February 3, 2021. The remaining 1/3 of the award will vest in 2024. Each 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 03, 2023 Filed Feb 7, 2023 21:43 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,974 | $67.27 | $132,790.98 |
DisclosureSEC source: 0001209191-23-007546 · doc4.xml · nonDerivative · entry 2 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,961.1146 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 21:43 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 4,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007546 · doc4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,935.1146 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 · shares: Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 3, 2021. Includes 319 accrued dividend equivalent units. Read SEC document |
| December 20, 2022 Filed Dec 21, 2022 22:54 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 591 | $46.56 | $27,516.96 |
DisclosureSEC source: 0001127602-22-028106 · form4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,381 Read SEC document |
| September 20, 2022 Filed Sep 22, 2022 20:58 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 600 | $45.85 | $27,507.00 |
DisclosureSEC source: 0001127602-22-022829 · form4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,790 Read SEC document |
| June 21, 2022 Filed Jun 23, 2022 21:00 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 656 | $41.92 | $27,499.52 |
DisclosureSEC source: 0001127602-22-018072 · form4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,190 Read SEC document |
| May 15, 2022 Filed May 17, 2022 20:58 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 10,930 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-029735 · doc4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,302 Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 20:45 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 532 | $51.66 | $27,483.12 |
DisclosureSEC source: 0001127602-22-011224 · form4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,534 Read SEC document |
| February 25, 2022 Filed Feb 28, 2022 21:33 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 20,656 | $65.00 | $1,342,640.00 |
DisclosureSEC source: 0001209191-22-013588 · doc4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,671.6706 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.00 to $65.04, 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 |
| February 16, 2022 Filed Feb 18, 2022 21:43 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 4,746 | $65.07 | $308,822.22 |
DisclosureSEC source: 0001209191-22-011334 · doc4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,327.6706 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:49 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,931 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009912 · doc4.xml · derivative · entry 6 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,861 Underlying: Southern Company Common Stock · 3,931 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 first 1/3 of performance restricted stock units granted on February 3, 2021. The remaining award will vest 1/3 in 2023 and 1/3 in 2024. Each 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 first 1/3 of performance restricted stock units granted on February 3, 2021. The remaining award will vest 1/3 in 2023 and 1/3 in 2024. Each 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 first 1/3 of performance restricted stock units granted on February 3, 2021. The remaining award will vest 1/3 in 2023 and 1/3 in 2024. Each 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, 2022 Filed Feb 15, 2022 22:49 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 17,143 | $66.79 | $1,144,980.97 |
DisclosureSEC source: 0001209191-22-009912 · doc4.xml · nonDerivative · entry 4 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,073.6706 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:49 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 37,799 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009912 · doc4.xml · nonDerivative · entry 3 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,216.6706 F3 · security: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2019-2021 award. The Compensation and Management Succession Committee certified performance on February 13, 2022. Includes accrued dividend equivalent units. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:49 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,858 | $66.79 | $124,095.82 |
DisclosureSEC source: 0001209191-22-009912 · doc4.xml · nonDerivative · entry 2 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,417.6706 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:49 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 4,096 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009912 · doc4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,275.6706 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 3, 2021. The Compensation Committee and Management Succession Committee certified performance on February 13, 2022. Includes 165 accrued dividend equivalent units. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:10 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 1,793 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009531 · doc4.xml · derivative · entry 7 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,794 Underlying: Southern Company Common Stock · 1,793 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. F5 · security: Represents second 1/3 of performance restricted stock units granted on February 11, 2020. The remaining 1/3 of the award will vest in 2023. 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. F5 · derivative.exercise_date: Represents second 1/3 of performance restricted stock units granted on February 11, 2020. The remaining 1/3 of the award will vest in 2023. 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. F5 · derivative.expiration_date: Represents second 1/3 of performance restricted stock units granted on February 11, 2020. The remaining 1/3 of the award will vest in 2023. 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, 2022 Filed Feb 15, 2022 00:10 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,379 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009531 · doc4.xml · derivative · entry 6 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 2,379 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 final 1/3 of performance restricted stock units granted on February 11, 2019. Each 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 final 1/3 of performance restricted stock units granted on February 11, 2019. Each 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 final 1/3 of performance restricted stock units granted on February 11, 2019. Each 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, 2022 Filed Feb 15, 2022 00:10 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 885 | $66.79 | $59,109.15 |
DisclosureSEC source: 0001209191-22-009531 · doc4.xml · nonDerivative · entry 4 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,179.6706 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:10 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,949 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009531 · doc4.xml · nonDerivative · entry 3 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,064.6706 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 second 1/3 of performance restricted stock units granted on February 11, 2020. Includes 156 accrued dividend equivalent units. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:10 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,256 | $66.79 | $83,888.24 |
DisclosureSEC source: 0001209191-22-009531 · doc4.xml · nonDerivative · entry 2 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,115.6706 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:10 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 2,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009531 · doc4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,371.6706 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 11, 2019. Includes 321 accrued dividend equivalent units. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 22:18 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 466 | $53.65 | $25,000.90 |
DisclosureSEC source: 0001127602-22-000580 · form4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,002 Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 21:07 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 537 | $46.60 | $25,021.52 |
DisclosureSEC source: 0001127602-21-026486 · form4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,536 Read SEC document |
| September 07, 2021 Filed Sep 8, 2021 20:34 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 46,056 | $0.00 Strike: $44.42 | $0.00 |
DisclosureSEC source: 0001209191-21-055149 · doc4.xml · derivative · entry 5 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 46,056 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. F3 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| September 07, 2021 Filed Sep 8, 2021 20:34 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 5,931 | $66.87 | $396,605.97 |
DisclosureSEC source: 0001209191-21-055149 · doc4.xml · nonDerivative · entry 3 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,660.3696 F2 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| September 07, 2021 Filed Sep 8, 2021 20:34 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 46,056 | $66.87 | $3,079,764.72 |
DisclosureSEC source: 0001209191-21-055149 · doc4.xml · nonDerivative · entry 2 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,591.3696 F1 · security: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.77 to $66.99, 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 footnote (1) to this Form 4. Read SEC document |
| September 07, 2021 Filed Sep 8, 2021 20:34 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 46,056 | $44.42 | $2,045,807.52 |
DisclosureSEC source: 0001209191-21-055149 · doc4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,647.3696 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 |
| June 30, 2021 Filed Jul 1, 2021 21:02 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 543 | $46.04 | $24,997.01 |
DisclosureSEC source: 0001127602-21-021055 · form4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,999 Read SEC document |
| March 31, 2021 Filed Apr 1, 2021 21:05 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 561 | $44.54 | $24,986.94 |
DisclosureSEC source: 0001127602-21-012632 · form4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,456 Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:51 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,596 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016137 · doc4.xml · derivative · entry 4 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 2,596 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Represents final 1/3 of performance restricted stock units granted on February 27, 2018. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements F3 · derivative.exercise_date: Represents final 1/3 of performance restricted stock units granted on February 27, 2018. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements F3 · derivative.expiration_date: Represents final 1/3 of performance restricted stock units granted on February 27, 2018. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:51 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,348 | $56.72 | $76,458.56 |
DisclosureSEC source: 0001209191-21-016137 · doc4.xml · nonDerivative · entry 2 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,587.4346 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:51 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 2,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016137 · doc4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,935.4346 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 27, 2018. Includes 374 accrued dividend equivalent units. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:37 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 16,843 | $60.10 | $1,012,264.30 |
DisclosureSEC source: 0001209191-21-011282 · doc4.xml · nonDerivative · entry 2 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,965.4346 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:37 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 37,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-011282 · doc4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,808.4346 F1 · security: Shares acquired upon vesting of performance share units under the Company's Performance Share Program for the 2018-2020 award. The Compensation and Management Succession Committee certified performance on February 12, 2021. Includes accrued dividend equivalent units. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:56 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,379 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010813 · doc4.xml · derivative · entry 4 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,379 Underlying: Southern Company Common Stock · 2,379 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Represents performance restricted stock units granted on February 11, 2019. The remaining 1/3 of the award will vest in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents performance restricted stock units granted on February 11, 2019. The remaining 1/3 of the award will vest in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents performance restricted stock units granted on February 11, 2019. The remaining 1/3 of the award will vest in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:56 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,176 | $61.29 | $72,077.04 |
DisclosureSEC source: 0001209191-21-010813 · doc4.xml · nonDerivative · entry 2 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,672.4346 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:56 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 2,591 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010813 · doc4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,848.4346 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 11, 2019. Includes 212 accrued dividend equivalent units. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:21 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 1,794 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008202 · doc4.xml · derivative · entry 4 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,587 Underlying: Southern Company Common Stock · 1,794 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Represents performance share units granted on February 11, 2020. The Compensation and Management Succession Committee certified performance on February 3, 2021 and the first 1/3 vested. The remaining award will vest 1/3 in 2022 and 1/3 in 2023. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents performance share units granted on February 11, 2020. The Compensation and Management Succession Committee certified performance on February 3, 2021 and the first 1/3 vested. The remaining award will vest 1/3 in 2022 and 1/3 in 2023. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents performance share units granted on February 11, 2020. The Compensation and Management Succession Committee certified performance on February 3, 2021 and the first 1/3 vested. The remaining award will vest 1/3 in 2022 and 1/3 in 2023. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:21 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 915 | $59.45 | $54,396.75 |
DisclosureSEC source: 0001209191-21-008202 · doc4.xml · nonDerivative · entry 2 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,257.4346 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:21 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,872 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008202 · doc4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,172.4346 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 78 accrued dividend equivalent units. 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.