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 |
|---|---|---|---|---|---|---|
| December 31, 2020 Filed Jan 5, 2021 21:46 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 533 | $46.87 | $24,979.05 |
DisclosureSEC source: 0001127602-21-000624 · form4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,895 Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 22:14 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 5,931 | $63.00 | $373,653.00 |
DisclosureSEC source: 0001209191-20-057684 · doc4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · President, GPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,296.6806 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| October 06, 2020 Filed Oct 7, 2020 20:43 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 5,930 | $58.00 | $343,940.00 |
DisclosureSEC source: 0001209191-20-054139 · doc4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,227.6806 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| September 30, 2020 Filed Oct 2, 2020 12:27 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 624 | $40.05 | $24,991.20 |
DisclosureSEC source: 0001127602-20-026075 · form4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,362 Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 20:59 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 607 | $42.01 | $25,500.07 |
DisclosureSEC source: 0001127602-20-020972 · form4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,738 Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 21:01 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 601 | $41.58 | $24,986.58 |
DisclosureSEC source: 0001127602-20-012780 · form4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,131 Read SEC document |
| March 05, 2020 Filed Mar 6, 2020 21:25 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 9,843 | $67.99 | $669,225.57 |
DisclosureSEC source: 0001209191-20-016918 · doc4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,146.2406 F1 · security: The price reported in Column 4 of Table I is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.99 to $68.02, 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 27, 2020 Filed Mar 2, 2020 22:03 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,596 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014567 · doc4.xml · derivative · entry 4 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,596 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 performance restricted stock units granted on February 27, 2018. The remaining 1/3 award will vest in 2021. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents performance restricted stock units granted on February 27, 2018. The remaining 1/3 award will vest in 2021. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents performance restricted stock units granted on February 27, 2018. The remaining 1/3 award will vest in 2021. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 22:03 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,281 | $62.88 | $80,549.28 |
DisclosureSEC source: 0001209191-20-014567 · doc4.xml · nonDerivative · entry 2 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,989.2406 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 22:03 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 2,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014567 · doc4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,270.2406 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 27, 2018. Includes 225 accrued dividend equivalent units. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:56 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,222 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010224 · doc4.xml · derivative · entry 7 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 2,222 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 13, 2017. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents final 1/3 of performance restricted stock units granted on February 13, 2017. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents final 1/3 of performance restricted stock units granted on February 13, 2017. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:56 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 678 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010224 · doc4.xml · derivative · entry 6 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 678 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: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2020, the remaining 678 RSUs and 103 dividend equivalent units vested. F3 · derivative.exercise_date: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2020, the remaining 678 RSUs and 103 dividend equivalent units vested. F3 · derivative.expiration_date: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2020, the remaining 678 RSUs and 103 dividend equivalent units vested. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:56 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 355 | $69.54 | $24,686.70 |
DisclosureSEC source: 0001209191-20-010224 · doc4.xml · nonDerivative · entry 4 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,449.2406 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:56 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 781 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010224 · doc4.xml · nonDerivative · entry 3 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,804.2406 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: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2020, the remaining 678 RSUs and 103 dividend equivalent units vested. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:56 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,160 | $69.54 | $80,666.40 |
DisclosureSEC source: 0001209191-20-010224 · doc4.xml · nonDerivative · entry 2 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,023.2406 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:56 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 2,555 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010224 · doc4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,183.2406 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of the final 1/3 of performance restricted stock units granted on February 13, 2017. Includes 333 accrued dividend equivalent units. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:42 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,380 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009368 · doc4.xml · derivative · entry 6 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,758 Underlying: Southern Company Common Stock · 2,380 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Represents performance restricted stock units granted on February 11, 2019. The Compensation and Management Succession Committee certified performance on February 11, 2020 and the first 1/3 vested. The remaining award will vest 1/3 in 2021 and 1/3 in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents performance restricted stock units granted on February 11, 2019. The Compensation and Management Succession Committee certified performance on February 11, 2020 and the first 1/3 vested. The remaining award will vest 1/3 in 2021 and 1/3 in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents performance restricted stock units granted on February 11, 2019. The Compensation and Management Succession Committee certified performance on February 11, 2020 and the first 1/3 vested. The remaining award will vest 1/3 in 2021 and 1/3 in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:42 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,129 | $68.59 | $77,438.11 |
DisclosureSEC source: 0001209191-20-009368 · doc4.xml · nonDerivative · entry 4 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,628.2406 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:42 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 2,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009368 · doc4.xml · nonDerivative · entry 3 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,757.2406 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 11, 2019. The Compensation Committee and Management Succession Committee certified performance on February 11, 2020. Includes 106 accrued dividend equivalent units. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:42 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 10,852 | $68.59 | $744,338.68 |
DisclosureSEC source: 0001209191-20-009368 · doc4.xml · nonDerivative · entry 2 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,271.2406 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:42 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 23,926 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009368 · doc4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,123.2406 F1 · security: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2017-2019 award. The Compensation and Management Succession Committee certified performance on February 11, 2020. Includes accrued dividend equivalent units. Read SEC document |
| January 13, 2020 Filed Jan 14, 2020 21:35 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 54,966 | $0.00 Strike: $44.06 | $0.00 |
DisclosureSEC source: 0001209191-20-003313 · doc4.xml · derivative · entry 4 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 54,966 shares Expires 2023-02-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| January 13, 2020 Filed Jan 14, 2020 21:35 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 54,966 | $64.50 | $3,545,307.00 |
DisclosureSEC source: 0001209191-20-003313 · doc4.xml · nonDerivative · entry 2 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,165.1266 Read SEC document |
| January 13, 2020 Filed Jan 14, 2020 21:35 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 54,966 | $44.06 | $2,421,801.96 |
DisclosureSEC source: 0001209191-20-003313 · doc4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,131.1266 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 21:37 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 478 | $47.12 | $22,520.97 |
DisclosureSEC source: 0001127602-20-000728 · form4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,530 Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 22:21 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 502 | $44.86 | $22,517.21 |
DisclosureSEC source: 0001127602-19-029811 · form4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,052 Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:47 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 550 | $40.89 | $22,489.50 |
DisclosureSEC source: 0001127602-19-023597 · form4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 550 Read SEC document |
| June 05, 2019 Filed Jun 6, 2019 23:27 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 75,144 | $0.00 Strike: $41.28 | $0.00 |
DisclosureSEC source: 0001209191-19-035295 · doc4.xml · derivative · entry 4 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 75,144 shares Expires 2024-02-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| June 05, 2019 Filed Jun 6, 2019 23:27 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 75,144 | $54.98 | $4,131,417.12 |
DisclosureSEC source: 0001209191-19-035295 · doc4.xml · nonDerivative · entry 2 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,165.1266 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.98 to $54.985, 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 |
| June 05, 2019 Filed Jun 6, 2019 23:27 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 75,144 | $41.28 | $3,101,944.32 |
DisclosureSEC source: 0001209191-19-035295 · doc4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,309.1266 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 |
| April 09, 2019 Filed Aug 5, 2019 21:07 UTC | SOUTHERN CO SO · Entity 1308 | OtherPhantom Stock Units · Derivative | 3,382.0316 | $51.95 Strike: $0.00 | $175,696.54 |
DisclosureSEC source: 0001209191-19-044618 · doc4.xml · derivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,419.6791 Underlying: Southern Company Common Stock · 3,382.0316 shares Expires 2019-04-09 F1 · derivative.exercise_price: Mr. Womack is a participant in the Southern Company Deferred Compensation Plan. In December 2011, Mr. Womack elected to receive a distribution of a portion of his deferred compensation through a cash settlement of phantom stock to be distributed on April 9, 2019. Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. Prior to the payment, Mr. Womack had the right to transfer his phantom stock account into an alternative investment account at any time. F1 · derivative.exercise_date: Mr. Womack is a participant in the Southern Company Deferred Compensation Plan. In December 2011, Mr. Womack elected to receive a distribution of a portion of his deferred compensation through a cash settlement of phantom stock to be distributed on April 9, 2019. Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. Prior to the payment, Mr. Womack had the right to transfer his phantom stock account into an alternative investment account at any time. Read SEC document |
| March 07, 2019 Filed Mar 8, 2019 22:36 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 18,922 | $50.36 | $952,911.92 |
DisclosureSEC source: 0001209191-19-018224 · doc4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,165.1266 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.31 to $50.40, 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 13, 2019 Filed Feb 15, 2019 22:18 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,222 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010698 · doc4.xml · derivative · entry 7 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,222 Underlying: Southern Company Common Stock · 2,222 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 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. F4 · 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. F4 · 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. F4 · 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 22:18 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 677 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010698 · doc4.xml · derivative · entry 6 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 678 Underlying: Southern Company Common Stock · 677 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: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2019, 677 RSUs and 68 dividend equivalent units vested. F3 · price: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2019, 677 RSUs and 68 dividend equivalent units vested. F3 · derivative.exercise_date: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2019, 677 RSUs and 68 dividend equivalent units vested. F3 · derivative.expiration_date: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2019, 677 RSUs and 68 dividend equivalent units vested. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:18 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 339 | $49.22 | $16,685.58 |
DisclosureSEC source: 0001209191-19-010698 · doc4.xml · nonDerivative · entry 4 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,087.1266 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:18 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 745 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010698 · doc4.xml · nonDerivative · entry 3 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,426.1266 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: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2019, 677 RSUs and 68 dividend equivalent units vested. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:18 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,111 | $49.22 | $54,683.42 |
DisclosureSEC source: 0001209191-19-010698 · doc4.xml · nonDerivative · entry 2 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,681.1266 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:18 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 2,447 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010698 · doc4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,792.1266 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 225 accrued dividend equivalent units. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:21 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,595 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009746 · doc4.xml · derivative · entry 6 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,192 Underlying: Southern Company Common Stock · 2,595 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 22:21 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 7,932 | $49.24 | $390,571.68 |
DisclosureSEC source: 0001209191-19-009746 · doc4.xml · nonDerivative · entry 4 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,345.1266 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:21 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 23,244 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009746 · doc4.xml · nonDerivative · entry 3 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,277.1266 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 22:21 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 833 | $49.24 | $41,016.92 |
DisclosureSEC source: 0001209191-19-009746 · doc4.xml · nonDerivative · entry 2 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,033.1266 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:21 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 2,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009746 · doc4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,866.1266 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 106 accrued dividend equivalent units. Read SEC document |
| August 16, 2018 Filed Aug 17, 2018 21:13 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 16,371 | $47.40 | $776,024.69 |
DisclosureSEC source: 0001209191-18-047457 · doc4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,165.1266 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.40 to $47.415, 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 13, 2018 Filed Feb 14, 2018 22:50 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 677 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010060 · doc4.xml · derivative · entry 3 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,355 Underlying: Southern Company Common Stock · 677 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2018, 677 RSUs and 30 dividend equivalent units vested. F1 · price: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2018, 677 RSUs and 30 dividend equivalent units vested. F1 · derivative.exercise_date: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2018, 677 RSUs and 30 dividend equivalent units vested. F1 · derivative.expiration_date: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2018, 677 RSUs and 30 dividend equivalent units vested. Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 22:50 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 323 | $44.62 | $14,412.26 |
DisclosureSEC source: 0001209191-18-010060 · doc4.xml · nonDerivative · entry 2 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,536.1266 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 22:50 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 707 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010060 · doc4.xml · nonDerivative · entry 1 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,859.1266 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: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2018, 677 RSUs and 30 dividend equivalent units vested. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:51 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,222 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010058 · doc4.xml · derivative · entry 5 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,444 Underlying: Southern Company Common Stock · 2,222 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 22:51 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 6,458 | $44.68 | $288,543.44 |
DisclosureSEC source: 0001209191-18-010058 · doc4.xml · nonDerivative · entry 4 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,152.1266 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:51 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 20,883 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010058 · doc4.xml · nonDerivative · entry 3 WOMACK CHRISTOPHER C · CIK 0001195423 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,610.1266 F3 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.