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 |
|---|---|---|---|---|---|---|
| July 21, 2023 Filed Jul 24, 2023 20:50 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 20,000 | $72.62 | $1,452,400.00 |
DisclosureSEC source: 0001209191-23-043219 · doc4.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 98,659 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.50 to $72.76, inclusive. The reporting person undertakes to provide to Southern Company, any security holder of Southern Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (1) to this Form 4. Read SEC document |
| June 05, 2023 Filed Jun 6, 2023 21:13 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 47,326 | $69.78 | $3,302,408.28 |
DisclosureSEC source: 0001209191-23-034807 · doc4.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GPC 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 118,659 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.34 to $70.16, inclusive. The reporting person undertakes to provide to Southern Company, any security holder of Southern Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (1) to this Form 4. Read SEC document |
| May 09, 2023 Filed May 11, 2023 23:01 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 2,041 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-012746 · doc4.xml · derivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,041 Underlying: Common Stock · 2,041 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 in one year, subject to an additional 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 in one year, subject to an additional 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 in one year, subject to an additional one-year hold requirement per the terms of a Stock Unit Award Agreement. Read SEC document |
| April 28, 2023 Filed May 2, 2023 21:46 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionStock Units · Derivative | 3,049 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-23-000069 · wf-form4_168306397957070.xml · derivative · entry 2 Greene Kimberly S, · CIK 0001573512 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,920 shares Expires 2023-04-28 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 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock per Stock Unit Award Agreement. F1 · derivative.underlying_shares: Shares reporting person received per Stock Unit Award Agreement Read SEC document |
| April 28, 2023 Filed May 2, 2023 21:46 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 1,920 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-23-000069 · wf-form4_168306397957070.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,090 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 reporting person received per Stock Unit Award Agreement Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:50 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,991 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009803 · doc4.xml · derivative · entry 5 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,981 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. F4 · shares: Represents first 1/3 of performance restricted stock units granted on February 13, 2022. The remaining award will vest 1/3 in 2024 and 1/3 in 2025. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents first 1/3 of performance restricted stock units granted on February 13, 2022. The remaining award will vest 1/3 in 2024 and 1/3 in 2025. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents first 1/3 of performance restricted stock units granted on February 13, 2022. The remaining award will vest 1/3 in 2024 and 1/3 in 2025. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:50 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,400 | $67.13 | $93,982.00 |
DisclosureSEC source: 0001209191-23-009803 · doc4.xml · nonDerivative · entry 4 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,446 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:50 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,104 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009803 · doc4.xml · nonDerivative · entry 3 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,846 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 13, 2021. The Compensation Committee and Management Succession Committee certified performance on February 13, 2023. Includes 113 accrued dividend equivalent units. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:50 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 18,165 | $67.13 | $1,219,416.45 |
DisclosureSEC source: 0001209191-23-009803 · doc4.xml · nonDerivative · entry 2 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,742 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:50 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 40,274 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009803 · doc4.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,907 F1 · shares: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2020-2022 award. The Compensation and Management Succession Committee certified performance on February 13, 2023. Includes accrued dividend equivalent units. Read SEC document |
| February 11, 2023 Filed Feb 14, 2023 22:20 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,706 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009259 · doc4.xml · derivative · entry 3 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 2,706 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Represents final 1/3 of performance restricted stock units granted on February 11, 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents final 1/3 of performance restricted stock units granted on February 11, 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents final 1/3 of performance restricted stock units granted on February 11, 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2023 Filed Feb 14, 2023 22:20 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,378 | $66.88 | $92,160.64 |
DisclosureSEC source: 0001209191-23-009259 · doc4.xml · nonDerivative · entry 2 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,633 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2023 Filed Feb 14, 2023 22:20 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009259 · doc4.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,011 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 11, 2020. Includes 347 accrued dividend equivalent units. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 21:50 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,215 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007568 · doc4.xml · derivative · entry 3 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,215 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. F3 · shares: Represents second 1/3 of performance restricted stock units granted on February 3, 2021. The remaining 1/3 of the award will vest in 2024. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents second 1/3 of performance restricted stock units granted on February 3, 2021. The remaining 1/3 of the award will vest in 2024. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents second 1/3 of performance restricted stock units granted on February 3, 2021. The remaining 1/3 of the award will vest in 2024. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 21:50 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,638 | $67.27 | $110,188.26 |
DisclosureSEC source: 0001209191-23-007568 · doc4.xml · nonDerivative · entry 2 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,958 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 21:50 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007568 · doc4.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,596 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 3, 2021. Includes 261 accrued dividend equivalent units. Read SEC document |
| April 29, 2022 Filed May 2, 2022 22:23 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionStock Units · Derivative | 3,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-22-000029 · wf-form4_165153016291177.xml · derivative · entry 3 Greene Kimberly S, · CIK 0001573512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,630 shares Expires 2022-04-29 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: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. Read SEC document |
| April 29, 2022 Filed May 2, 2022 22:23 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Disposition to issuerCommon Stock | 1,344 | $113.20 | $152,144.16 |
DisclosureSEC source: 0001035002-22-000029 · wf-form4_165153016291177.xml · nonDerivative · entry 2 Greene Kimberly S, · CIK 0001573512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,170 Read SEC document |
| April 29, 2022 Filed May 2, 2022 22:23 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 3,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-22-000029 · wf-form4_165153016291177.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,514 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 28, 2022 Filed May 2, 2022 22:23 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 1,944 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-22-000029 · wf-form4_165153016291177.xml · derivative · entry 4 Greene Kimberly S, · CIK 0001573512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,944 Underlying: Common Stock · 1,944 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 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 scheduled 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 scheduled to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. Read SEC document |
| April 06, 2022 Filed Apr 6, 2022 20:47 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 40,419 | $0.00 Strike: $46.74 | $0.00 |
DisclosureSEC source: 0001209191-22-023493 · doc4.xml · derivative · entry 8 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 40,419 shares Expires 2023-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| April 06, 2022 Filed Apr 6, 2022 20:47 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 40,419 | $75.30 | $3,043,550.70 |
DisclosureSEC source: 0001209191-22-023493 · doc4.xml · nonDerivative · entry 6 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,120 F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.00 to $75.62, inclusive. The reporting person undertakes to provide to Southern Company, any security holder of Southern Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (1) to this Form 4. Read SEC document |
| April 06, 2022 Filed Apr 6, 2022 20:47 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 40,419 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-023493 · doc4.xml · nonDerivative · entry 5 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,539 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| April 05, 2022 Filed Apr 6, 2022 20:47 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 17,728 | $0.00 Strike: $41.28 | $0.00 |
DisclosureSEC source: 0001209191-22-023493 · doc4.xml · derivative · entry 9 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 17,728 shares Expires 2024-02-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| April 05, 2022 Filed Apr 6, 2022 20:47 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 41,860 | $0.00 Strike: $46.74 | $0.00 |
DisclosureSEC source: 0001209191-22-023493 · doc4.xml · derivative · entry 7 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,419 Underlying: Southern Company Common Stock · 41,860 shares Expires 2023-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| April 05, 2022 Filed Apr 6, 2022 20:47 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 41,860 | $75.03 | $3,140,755.80 |
DisclosureSEC source: 0001209191-22-023493 · doc4.xml · nonDerivative · entry 4 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,120 F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.00 to $75.14, inclusive. The reporting person undertakes to provide to Southern Company, any security holder of Southern Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (1) to this Form 4. Read SEC document |
| April 05, 2022 Filed Apr 6, 2022 20:47 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 41,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-023493 · doc4.xml · nonDerivative · entry 3 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,980 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 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| April 05, 2022 Filed Apr 6, 2022 20:47 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 17,728 | $75.00 | $1,329,600.00 |
DisclosureSEC source: 0001209191-22-023493 · doc4.xml · nonDerivative · entry 2 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,120 F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| April 05, 2022 Filed Apr 6, 2022 20:47 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 17,728 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-023493 · doc4.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,848 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| March 31, 2022 Filed Mar 31, 2022 20:55 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 16,312 | $0.00 Strike: $41.28 | $0.00 |
DisclosureSEC source: 0001209191-22-021783 · doc4.xml · derivative · entry 12 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,728 Underlying: Southern Company Common Stock · 16,312 shares Expires 2024-02-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| March 31, 2022 Filed Mar 31, 2022 20:55 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 80,678 | $0.00 Strike: $46.74 | $0.00 |
DisclosureSEC source: 0001209191-22-021783 · doc4.xml · derivative · entry 10 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,279 Underlying: Southern Company Common Stock · 80,678 shares Expires 2023-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| March 31, 2022 Filed Mar 31, 2022 20:55 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 16,312 | $72.50 | $1,182,620.00 |
DisclosureSEC source: 0001209191-22-021783 · doc4.xml · nonDerivative · entry 8 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,120 F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| March 31, 2022 Filed Mar 31, 2022 20:55 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 16,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-021783 · doc4.xml · nonDerivative · entry 7 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,432 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| March 31, 2022 Filed Mar 31, 2022 20:55 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 80,678 | $72.75 | $5,869,324.50 |
DisclosureSEC source: 0001209191-22-021783 · doc4.xml · nonDerivative · entry 6 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,120 F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.50 to $72.96, inclusive. The reporting person undertakes to provide to Southern Company, any security holder of Southern Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (1) to this Form 4. Read SEC document |
| March 31, 2022 Filed Mar 31, 2022 20:55 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 80,678 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-021783 · doc4.xml · nonDerivative · entry 5 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,798 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| March 30, 2022 Filed Mar 31, 2022 20:55 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 1,415 | $0.00 Strike: $41.28 | $0.00 |
DisclosureSEC source: 0001209191-22-021783 · doc4.xml · derivative · entry 11 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,040 Underlying: Southern Company Common Stock · 1,415 shares Expires 2024-02-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| March 30, 2022 Filed Mar 31, 2022 20:55 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 1,600 | $0.00 Strike: $46.74 | $0.00 |
DisclosureSEC source: 0001209191-22-021783 · doc4.xml · derivative · entry 9 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,957 Underlying: Southern Company Common Stock · 1,600 shares Expires 2023-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| March 30, 2022 Filed Mar 31, 2022 20:55 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 1,415 | $72.50 | $102,587.50 |
DisclosureSEC source: 0001209191-22-021783 · doc4.xml · nonDerivative · entry 4 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,120 F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| March 30, 2022 Filed Mar 31, 2022 20:55 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,415 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-021783 · doc4.xml · nonDerivative · entry 3 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,535 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| March 30, 2022 Filed Mar 31, 2022 20:55 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 1,600 | $72.50 | $116,000.00 |
DisclosureSEC source: 0001209191-22-021783 · doc4.xml · nonDerivative · entry 2 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,120 F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| March 30, 2022 Filed Mar 31, 2022 20:55 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-021783 · doc4.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,720 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| March 25, 2022 Filed Mar 28, 2022 21:44 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 17,727 | $0.00 Strike: $41.28 | $0.00 |
DisclosureSEC source: 0001209191-22-021349 · doc4.xml · derivative · entry 6 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,455 Underlying: Southern Company Common Stock · 17,727 shares Expires 2024-02-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| March 25, 2022 Filed Mar 28, 2022 21:44 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 82,278 | $0.00 Strike: $46.74 | $0.00 |
DisclosureSEC source: 0001209191-22-021349 · doc4.xml · derivative · entry 5 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,557 Underlying: Southern Company Common Stock · 82,278 shares Expires 2023-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| March 25, 2022 Filed Mar 28, 2022 21:44 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 17,727 | $70.00 | $1,240,890.00 |
DisclosureSEC source: 0001209191-22-021349 · doc4.xml · nonDerivative · entry 4 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,120 F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| March 25, 2022 Filed Mar 28, 2022 21:44 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 17,727 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-021349 · doc4.xml · nonDerivative · entry 3 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,847 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| March 25, 2022 Filed Mar 28, 2022 21:44 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 82,278 | $70.06 | $5,764,396.68 |
DisclosureSEC source: 0001209191-22-021349 · doc4.xml · nonDerivative · entry 2 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,120 F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.00 to $70.23, inclusive. The reporting person undertakes to provide to Southern Company, any security holder of Southern Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (1) to this Form 4. Read SEC document |
| March 25, 2022 Filed Mar 28, 2022 21:44 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 82,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-021349 · doc4.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,398 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:43 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,216 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009894 · doc4.xml · derivative · entry 5 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,430 Underlying: Southern Company Common Stock · 3,216 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Represents first 1/3 of performance restricted stock units granted on February 3, 2021. The remaining award will vest 1/3 in 2023 and 1/3 in 2024. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents first 1/3 of performance restricted stock units granted on February 3, 2021. The remaining award will vest 1/3 in 2023 and 1/3 in 2024. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents first 1/3 of performance restricted stock units granted on February 3, 2021. The remaining award will vest 1/3 in 2023 and 1/3 in 2024. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:43 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 26,298 | $66.79 | $1,756,443.42 |
DisclosureSEC source: 0001209191-22-009894 · doc4.xml · nonDerivative · entry 4 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,120 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:43 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 57,987 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009894 · doc4.xml · nonDerivative · entry 3 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,418 F3 · security: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2019-2021 award. The Compensation and Management Succession Committee certified performance on February 13, 2022. Includes accrued dividend equivalent units. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.