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person · Reporting owner

Greene Kimberly S,

Disclosed activity across 2 companies

Tapewire entity
48424
SEC CIK
0001573512

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
SOUTHERN COSO · Entity 1308Chairman, President & CEO, GPCMarch 30, 2026March 31, 2026
VALERO ENERGY CORP/TXVLO · Entity 2908DirectorMay 07, 2026May 11, 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 March 30, 2026 · Filed March 31, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Southern Company Common StockSEC Table I · non-derivativeDirect103,602 Reported balance After 2026-03-30 transaction · row 1
1 source row

Row 1 · 2026-03-30 · Sale · Disposed 25,000 · Balance 103,602

VALERO ENERGY CORP/TX

Report date May 07, 2026 · Filed May 11, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Stock UnitsSEC Table II · derivative / convertible securityDirect939 Reported balance After 2026-05-07 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-05-07 · Grant · Acquired 939 · Balance 939

F1: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest at Valero Energy Corporation's 2027 annual meeting of stockholders, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement.

Filing footnotes · ownership attribution and instrument terms

F1: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest at Valero Energy Corporation's 2027 annual meeting of stockholders, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
May 07, 2026 Filed May 11, 2026 20:10 UTC VALERO ENERGY CORP/TX VLO · Entity 2908 GrantStock Units · Derivative 939 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-26-033468 · wk-form4_1778530198.xml · derivative · entry 1

Greene Kimberly S, · CIK 0001573512 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 939

Underlying: Common Stock · 939 shares

Expires not disclosed

F1 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest at Valero Energy Corporation's 2027 annual meeting of stockholders, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement.

F1 · price: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest at Valero Energy Corporation's 2027 annual meeting of stockholders, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement.

F1 · derivative.exercise_date: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest at Valero Energy Corporation's 2027 annual meeting of stockholders, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement.

F1 · derivative.expiration_date: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest at Valero Energy Corporation's 2027 annual meeting of stockholders, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement.

Read SEC document
May 06, 2026 Filed May 7, 2026 20:25 UTC VALERO ENERGY CORP/TX VLO · Entity 2908 Exercise / conversionStock Units · Derivative 1,381 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-26-032202 · wk-form4_1778185526.xml · derivative · entry 3

Greene Kimberly S, · CIK 0001573512 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,381 shares

Expires 2026-05-06

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 · derivative.exercise_price: Shares reporting person received per Stock Unit Award Agreement.

F1 · price: Shares reporting person received per Stock Unit Award Agreement.

Read SEC document
May 06, 2026 Filed May 7, 2026 20:25 UTC VALERO ENERGY CORP/TX VLO · Entity 2908 Disposition to issuerCommon Stock 511 $239.26 $122,261.86
Disclosure

SEC source: 0001628280-26-032202 · wk-form4_1778185526.xml · nonDerivative · entry 2

Greene Kimberly S, · CIK 0001573512 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,469

Read SEC document
May 06, 2026 Filed May 7, 2026 20:25 UTC VALERO ENERGY CORP/TX VLO · Entity 2908 Exercise / conversionCommon Stock 1,381 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-26-032202 · wk-form4_1778185526.xml · nonDerivative · entry 1

Greene Kimberly S, · CIK 0001573512 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,980

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 · price: Shares reporting person received per Stock Unit Award Agreement.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 19:30 UTC SOUTHERN CO SO · Entity 1308 SaleSouthern Company Common Stock 25,000 $96.67 $2,416,750.00
Disclosure

SEC source: 0001193125-26-134334 · ownership.xml · nonDerivative · entry 1

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 103,602

Read SEC document
February 11, 2026 Filed Feb 13, 2026 20:51 UTC SOUTHERN CO SO · Entity 1308 Exercise / conversionPerformance Restricted Stock Units · Derivative 3,240 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-051200 · ownership.xml · derivative · entry 5

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,479

Underlying: Southern Company Common Stock · 3,240 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 5, 2025. The remaining award will vest 1/3 in 2027 and 1/3 in 2028. 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 5, 2025. The remaining award will vest 1/3 in 2027 and 1/3 in 2028. 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 5, 2025. The remaining award will vest 1/3 in 2027 and 1/3 in 2028. 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, 2026 Filed Feb 13, 2026 20:51 UTC SOUTHERN CO SO · Entity 1308 Tax withholdingSouthern Company Common Stock 1,651 $90.86 $150,009.86
Disclosure

SEC source: 0001193125-26-051200 · ownership.xml · nonDerivative · entry 4

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 128,602

F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements.

Read SEC document
February 11, 2026 Filed Feb 13, 2026 20:51 UTC SOUTHERN CO SO · Entity 1308 Exercise / conversionSouthern Company Common Stock 3,350 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-051200 · ownership.xml · nonDerivative · entry 3

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 130,253

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 5, 2025. The Compensation and Talent Development Committee certified performance on February 11, 2026. Includes 110 accrued dividend equivalent units.

Read SEC document
February 11, 2026 Filed Feb 13, 2026 20:51 UTC SOUTHERN CO SO · Entity 1308 Tax withholdingSouthern Company Common Stock 23,097 $90.86 $2,098,593.42
Disclosure

SEC source: 0001193125-26-051200 · ownership.xml · nonDerivative · entry 2

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 126,903

F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements.

Read SEC document
February 11, 2026 Filed Feb 13, 2026 20:51 UTC SOUTHERN CO SO · Entity 1308 GrantSouthern Company Common Stock 51,855 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-051200 · ownership.xml · nonDerivative · entry 1

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 150,000

F1 · shares: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2023-2025 award. The Compensation and Talent Development Committee certified performance on February 11, 2026. Includes accrued dividend equivalent units.

Read SEC document
February 01, 2026 Filed Feb 3, 2026 23:02 UTC SOUTHERN CO SO · Entity 1308 Exercise / conversionPerformance Restricted Stock Units · Derivative 3,594 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-036037 · ownership.xml · derivative · entry 5

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Southern Company Common Stock · 3,594 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 final 1/3 of performance restricted stock units granted on February 1, 2023. 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 1, 2023. 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 1, 2023. 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 01, 2026 Filed Feb 3, 2026 23:02 UTC SOUTHERN CO SO · Entity 1308 Tax withholdingSouthern Company Common Stock 1,841 $89.31 $164,419.71
Disclosure

SEC source: 0001193125-26-036037 · ownership.xml · nonDerivative · entry 4

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 98,145

F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements.

Read SEC document
February 01, 2026 Filed Feb 3, 2026 23:02 UTC SOUTHERN CO SO · Entity 1308 Exercise / conversionSouthern Company Common Stock 4,011 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-036037 · ownership.xml · nonDerivative · entry 3

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99,986

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 final 1/3 of performance restricted stock units granted on February 1, 2023. Includes 417 accrued dividend equivalent units.

Read SEC document
January 31, 2026 Filed Feb 3, 2026 23:02 UTC SOUTHERN CO SO · Entity 1308 Exercise / conversionPerformance Restricted Stock Units · Derivative 3,738 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-036037 · ownership.xml · derivative · entry 6

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,738

Underlying: Southern Company Common Stock · 3,738 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 · shares: Represents second 1/3 of performance restricted stock units granted on January 31, 2024. The remaining award will vest in 2027. 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.

F5 · derivative.exercise_date: Represents second 1/3 of performance restricted stock units granted on January 31, 2024. The remaining award will vest in 2027. 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.

F5 · derivative.expiration_date: Represents second 1/3 of performance restricted stock units granted on January 31, 2024. The remaining award will vest in 2027. 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
January 31, 2026 Filed Feb 3, 2026 23:02 UTC SOUTHERN CO SO · Entity 1308 Tax withholdingSouthern Company Common Stock 1,692 $89.31 $151,112.52
Disclosure

SEC source: 0001193125-26-036037 · ownership.xml · nonDerivative · entry 2

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 95,975

F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements.

Read SEC document
January 31, 2026 Filed Feb 3, 2026 23:02 UTC SOUTHERN CO SO · Entity 1308 Exercise / conversionSouthern Company Common Stock 4,006 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-036037 · ownership.xml · nonDerivative · entry 1

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,667

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 January 31, 2024. Includes 268 accrued dividend equivalent units.

Read SEC document
July 21, 2025 Filed Jul 22, 2025 19:00 UTC SOUTHERN CO SO · Entity 1308 SaleSouthern Company Common Stock 13,158 $95.00 $1,250,010.00
Disclosure

SEC source: 0000950170-25-097538 · ownership.xml · nonDerivative · entry 1

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 93,661

Read SEC document
May 15, 2025 Filed May 19, 2025 20:29 UTC VALERO ENERGY CORP/TX VLO · Entity 2908 Exercise / conversionStock Units · Derivative 2,041 $0.00 $0.00
Disclosure

SEC source: 0001035002-25-000047 · wk-form4_1747686563.xml · derivative · entry 3

Greene Kimberly S, · CIK 0001573512 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,041 shares

Expires 2025-05-15

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 · derivative.exercise_price: Shares reporting person received per a Stock Unit Award Agreement.

F1 · derivative.underlying_shares: Shares reporting person received per a Stock Unit Award Agreement.

Read SEC document
May 15, 2025 Filed May 19, 2025 20:29 UTC VALERO ENERGY CORP/TX VLO · Entity 2908 Disposition to issuerCommon Stock 756 $133.76 $101,122.56
Disclosure

SEC source: 0001035002-25-000047 · wk-form4_1747686563.xml · nonDerivative · entry 2

Greene Kimberly S, · CIK 0001573512 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,599

Read SEC document
May 15, 2025 Filed May 19, 2025 20:29 UTC VALERO ENERGY CORP/TX VLO · Entity 2908 Exercise / conversionCommon Stock 2,041 $0.00 $0.00
Disclosure

SEC source: 0001035002-25-000047 · wk-form4_1747686563.xml · nonDerivative · entry 1

Greene Kimberly S, · CIK 0001573512 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,355

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
May 06, 2025 Filed May 8, 2025 20:42 UTC VALERO ENERGY CORP/TX VLO · Entity 2908 GrantStock Units · Derivative 1,909 Not disclosed Not disclosed
Disclosure

SEC source: 0001035002-25-000027 · wk-form4_1746736946.xml · derivative · entry 1

Greene Kimberly S, · CIK 0001573512 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,909

Underlying: Common Stock · 1,909 shares

Expires not disclosed

F1 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest at Valero Energy Corporation's 2026 annual meeting of stockholders, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement.

F1 · price: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest at Valero Energy Corporation's 2026 annual meeting of stockholders, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement.

F1 · derivative.exercise_date: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest at Valero Energy Corporation's 2026 annual meeting of stockholders, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement.

F1 · derivative.expiration_date: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest at Valero Energy Corporation's 2026 annual meeting of stockholders, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement.

Read SEC document
March 10, 2025 Filed Mar 11, 2025 14:00 UTC SOUTHERN CO SO · Entity 1308 SaleSouthern Company Common Stock 32,190 $93.12 $2,997,532.80
Disclosure

SEC source: 0000950170-25-036876 · ownership.xml · nonDerivative · entry 1

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 106,819

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $93 to $93.27, 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 to this Form 4.

Read SEC document
February 13, 2025 Filed Feb 18, 2025 21:00 UTC SOUTHERN CO SO · Entity 1308 Exercise / conversionPerformance Restricted Stock Units · Derivative 2,991 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-022175 · ownership.xml · derivative · entry 3

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Southern Company Common Stock · 2,991 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 13, 2022. 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 final 1/3 of performance restricted stock units granted on February 13, 2022. 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 final 1/3 of performance restricted stock units granted on February 13, 2022. 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.underlying_shares: Represents final 1/3 of performance restricted stock units granted on February 13, 2022. 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, 2025 Filed Feb 18, 2025 21:00 UTC SOUTHERN CO SO · Entity 1308 Tax withholdingSouthern Company Common Stock 1,497 $86.78 $129,909.66
Disclosure

SEC source: 0000950170-25-022175 · ownership.xml · nonDerivative · entry 2

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 139,009

F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements.

Read SEC document
February 13, 2025 Filed Feb 18, 2025 21:00 UTC SOUTHERN CO SO · Entity 1308 Exercise / conversionSouthern Company Common Stock 3,350 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-022175 · ownership.xml · nonDerivative · entry 1

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 140,506

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 13, 2022. Includes 359 accrued dividend equivalent units.

Read SEC document
February 05, 2025 Filed Feb 7, 2025 22:00 UTC SOUTHERN CO SO · Entity 1308 Exercise / conversionPerformance Restricted Stock Units · Derivative 3,738 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-016423 · ownership.xml · derivative · entry 5

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,476

Underlying: Southern Company Common Stock · 3,738 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 January 31, 2024. The remaining award will vest 1/3 in 2026 and 1/3 in 2027. 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 January 31, 2024. The remaining award will vest 1/3 in 2026 and 1/3 in 2027. 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 January 31, 2024. The remaining award will vest 1/3 in 2026 and 1/3 in 2027. 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 05, 2025 Filed Feb 7, 2025 22:00 UTC SOUTHERN CO SO · Entity 1308 Tax withholdingSouthern Company Common Stock 18,126 $83.87 $1,520,227.62
Disclosure

SEC source: 0000950170-25-016423 · ownership.xml · nonDerivative · entry 4

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 137,156

F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements.

Read SEC document
February 05, 2025 Filed Feb 7, 2025 22:00 UTC SOUTHERN CO SO · Entity 1308 GrantSouthern Company Common Stock 40,602 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-016423 · ownership.xml · nonDerivative · entry 3

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 155,282

F3 · shares: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2022-2024 award. The Compensation and Talent Development Committee certified performance on February 5, 2025. Includes accrued dividend equivalent units.

Read SEC document
February 05, 2025 Filed Feb 7, 2025 22:00 UTC SOUTHERN CO SO · Entity 1308 Tax withholdingSouthern Company Common Stock 1,909 $83.87 $160,107.83
Disclosure

SEC source: 0000950170-25-016423 · ownership.xml · nonDerivative · entry 2

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 114,680

F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements.

Read SEC document
February 05, 2025 Filed Feb 7, 2025 22:00 UTC SOUTHERN CO SO · Entity 1308 Exercise / conversionSouthern Company Common Stock 3,875 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-016423 · ownership.xml · nonDerivative · entry 1

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 116,589

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 first 1/3 of performance restricted stock units granted on January 31, 2024. The Compensation and Talent Development Committee certified performance on February 5, 2025. Includes 137 accrued dividend equivalent units.

Read SEC document
February 01, 2025 Filed Feb 4, 2025 20:00 UTC SOUTHERN CO SO · Entity 1308 Exercise / conversionPerformance Restricted Stock Units · Derivative 3,594 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-013204 · ownership.xml · derivative · entry 3

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,594

Underlying: Southern Company Common Stock · 3,594 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 1, 2023. The remaining award will vest in 2026. 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 1, 2023. The remaining award will vest in 2026. 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 1, 2023. The remaining award will vest in 2026. 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.

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February 01, 2025 Filed Feb 4, 2025 20:00 UTC SOUTHERN CO SO · Entity 1308 Tax withholdingSouthern Company Common Stock 1,796 $83.95 $150,774.20
Disclosure

SEC source: 0000950170-25-013204 · ownership.xml · nonDerivative · entry 2

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 112,714

F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements.

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February 01, 2025 Filed Feb 4, 2025 20:00 UTC SOUTHERN CO SO · Entity 1308 Exercise / conversionSouthern Company Common Stock 3,880 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-013204 · ownership.xml · nonDerivative · entry 1

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 114,510

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 1, 2023. Includes 286 accrued dividend equivalent units.

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May 15, 2024 Filed May 17, 2024 22:37 UTC VALERO ENERGY CORP/TX VLO · Entity 2908 GrantStock Units · Derivative 1,381 Not disclosed Not disclosed
Disclosure

SEC source: 0001035002-24-000037 · wk-form4_1715985433.xml · derivative · entry 1

Greene Kimberly S, · CIK 0001573512 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,381

Underlying: Common Stock · 1,381 shares

Expires not disclosed

F1 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. The stock units are schedule to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement

F1 · price: Each stock unit represents a right to receive one share of common stock. The stock units are schedule to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement

F1 · derivative.exercise_date: Each stock unit represents a right to receive one share of common stock. The stock units are schedule to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement

F1 · derivative.expiration_date: Each stock unit represents a right to receive one share of common stock. The stock units are schedule to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement

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May 09, 2024 Filed May 13, 2024 21:25 UTC VALERO ENERGY CORP/TX VLO · Entity 2908 Exercise / conversionStock Units · Derivative 1,944 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-022959 · wk-form4_1715635509.xml · derivative · entry 3

Greene Kimberly S, · CIK 0001573512 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,944 shares

Expires 2024-05-09

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 · derivative.exercise_price: Shares reporting person received per Stock Unit Award Agreement.

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May 09, 2024 Filed May 13, 2024 21:25 UTC VALERO ENERGY CORP/TX VLO · Entity 2908 SaleCommon Stock 720 $158.13 $113,850.00
Disclosure

SEC source: 0001628280-24-022959 · wk-form4_1715635509.xml · nonDerivative · entry 2

Greene Kimberly S, · CIK 0001573512 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,314

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May 09, 2024 Filed May 13, 2024 21:25 UTC VALERO ENERGY CORP/TX VLO · Entity 2908 Exercise / conversionCommon Stock 1,944 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-24-022959 · wk-form4_1715635509.xml · nonDerivative · entry 1

Greene Kimberly S, · CIK 0001573512 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,034

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 · price: Shares reporting person received per Stock Unit Award Agreement.

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May 02, 2024 Filed May 2, 2024 20:00 UTC SOUTHERN CO SO · Entity 1308 SaleSouthern Company Common Stock 10,874 $75.01 $815,658.74
Disclosure

SEC source: 0001209191-24-005462 · doc4.xml · nonDerivative · entry 2

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 110,630

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May 01, 2024 Filed May 2, 2024 20:00 UTC SOUTHERN CO SO · Entity 1308 SaleSouthern Company Common Stock 9,126 $75.04 $684,815.04
Disclosure

SEC source: 0001209191-24-005462 · doc4.xml · nonDerivative · entry 1

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 121,504

F1 · price: The price reported in Column 4 is a weighted average price. These were sold in multiple transactions at prices ranging from $75.00 to $75.09, inclusive. The reporting person undertakes to provide to Southern Company, any security holder of Southern Company, or the staff of the Securities 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.

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February 13, 2024 Filed Feb 14, 2024 21:00 UTC SOUTHERN CO SO · Entity 1308 Exercise / conversionPerformance Restricted Stock Units · Derivative 2,990 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-003343 · doc4.xml · derivative · entry 3

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,991

Underlying: Southern Company Common Stock · 2,990 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 13, 2022. The remaining 1/3 of the award will vest 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.

F3 · derivative.exercise_date: Represents second 1/3 of performance restricted stock units granted on February 13, 2022. The remaining 1/3 of the award will vest 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.

F3 · derivative.expiration_date: Represents second 1/3 of performance restricted stock units granted on February 13, 2022. The remaining 1/3 of the award will vest 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.

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February 13, 2024 Filed Feb 14, 2024 21:00 UTC SOUTHERN CO SO · Entity 1308 Tax withholdingSouthern Company Common Stock 1,459 $67.51 $98,497.09
Disclosure

SEC source: 0001209191-24-003343 · doc4.xml · nonDerivative · entry 2

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 130,630

F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements.

Read SEC document
February 13, 2024 Filed Feb 14, 2024 21:00 UTC SOUTHERN CO SO · Entity 1308 Exercise / conversionSouthern Company Common Stock 3,232 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-003343 · doc4.xml · nonDerivative · entry 1

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 132,089

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 13, 2022. Includes 242 accrued dividend equivalent units.

Read SEC document
February 07, 2024 Filed Feb 9, 2024 22:25 UTC SOUTHERN CO SO · Entity 1308 Exercise / conversionPerformance Restricted Stock Units · Derivative 3,595 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-003044 · doc4.xml · derivative · entry 5

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,188

Underlying: Southern Company Common Stock · 3,595 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 · shares: Represents first 1/3 of performance restricted stock units granted on February 1, 2023. The remaining award will vest 1/3 in 2025 and 1/3 in 2026. 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 1, 2023. The remaining award will vest 1/3 in 2025 and 1/3 in 2026. 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 1, 2023. The remaining award will vest 1/3 in 2025 and 1/3 in 2026. 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 07, 2024 Filed Feb 9, 2024 22:25 UTC SOUTHERN CO SO · Entity 1308 Tax withholdingSouthern Company Common Stock 1,690 $66.95 $113,145.50
Disclosure

SEC source: 0001209191-24-003044 · doc4.xml · nonDerivative · entry 4

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 128,857

F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements.

Read SEC document
February 07, 2024 Filed Feb 9, 2024 22:25 UTC SOUTHERN CO SO · Entity 1308 Exercise / conversionSouthern Company Common Stock 3,744 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-003044 · doc4.xml · nonDerivative · entry 3

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 130,547

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 1, 2023. The Compensation and Talent Development Committee certified performance on February 7, 2024. Includes 149 accrued dividend equivalent units.

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February 07, 2024 Filed Feb 9, 2024 22:25 UTC SOUTHERN CO SO · Entity 1308 Tax withholdingSouthern Company Common Stock 21,551 $66.95 $1,442,839.45
Disclosure

SEC source: 0001209191-24-003044 · doc4.xml · nonDerivative · entry 2

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 126,803

F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements.

Read SEC document
February 07, 2024 Filed Feb 9, 2024 22:25 UTC SOUTHERN CO SO · Entity 1308 GrantSouthern Company Common Stock 47,783 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-003044 · doc4.xml · nonDerivative · entry 1

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 148,354

F1 · shares: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2021-2023 award. The Compensation and Talent Development Committee certified performance on February 7, 2024. Includes accrued dividend equivalent units.

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February 03, 2024 Filed Feb 6, 2024 21:27 UTC SOUTHERN CO SO · Entity 1308 Exercise / conversionPerformance Restricted Stock Units · Derivative 3,215 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-002910 · doc4.xml · derivative · entry 3

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Southern Company Common Stock · 3,215 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.

F2 · shares: Represents final 1/3 of performance restricted stock units granted on February 3, 2021. 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.

F2 · derivative.exercise_date: Represents final 1/3 of performance restricted stock units granted on February 3, 2021. 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.

F2 · derivative.expiration_date: Represents final 1/3 of performance restricted stock units granted on February 3, 2021. 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, 2024 Filed Feb 6, 2024 21:27 UTC SOUTHERN CO SO · Entity 1308 Tax withholdingSouthern Company Common Stock 1,707 $68.65 $117,185.55
Disclosure

SEC source: 0001209191-24-002910 · doc4.xml · nonDerivative · entry 2

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,571

F1 · shares: Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 3, 2021. Includes 404 accrued dividend equivalent units.

Read SEC document
February 03, 2024 Filed Feb 6, 2024 21:27 UTC SOUTHERN CO SO · Entity 1308 Exercise / conversionSouthern Company Common Stock 3,619 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-002910 · doc4.xml · nonDerivative · entry 1

Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,278

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 3, 2021. Includes 404 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.