Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHERN COSO · Entity 1308 | Chairman, President & CEO, GPC | March 30, 2026 | March 31, 2026 |
| VALERO ENERGY CORP/TXVLO · Entity 2908 | Director | May 07, 2026 | May 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Southern Company Common StockSEC Table I · non-derivative | Direct | 103,602 |
Reported balance
After 2026-03-30 transaction · row 1
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 939 |
Reported balance
After 2026-05-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 07, 2026 Filed May 11, 2026 20:10 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 939 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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.