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 |
|---|---|---|---|---|---|---|
| February 13, 2022 Filed Feb 15, 2022 22:43 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,521 | $66.79 | $101,587.59 |
DisclosureSEC source: 0001209191-22-009894 · doc4.xml · nonDerivative · entry 2 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,431 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 | Exercise / conversionSouthern Company Common Stock | 3,351 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009894 · doc4.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,952 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 3, 2021. The Compensation Committee and Management Succession Committee certified performance on February 13, 2022. Includes 135 accrued dividend equivalent units. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:06 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,705 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009517 · doc4.xml · derivative · entry 6 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,706 Underlying: Southern Company Common Stock · 2,705 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · security: Represents second 1/3 of performance restricted stock units granted on February 11, 2020. The remaining 1/3 of the award will vest in 2023. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F5 · derivative.exercise_date: Represents second 1/3 of performance restricted stock units granted on February 11, 2020. The remaining 1/3 of the award will vest in 2023. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F5 · derivative.expiration_date: Represents second 1/3 of performance restricted stock units granted on February 11, 2020. The remaining 1/3 of the award will vest in 2023. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:06 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,650 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009517 · doc4.xml · derivative · entry 5 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 · 3,650 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Represents final 1/3 of performance restricted stock units granted on February 11, 2019. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents final 1/3 of performance restricted stock units granted on February 11, 2019. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents final 1/3 of performance restricted stock units granted on February 11, 2019. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:06 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,334 | $66.79 | $89,097.86 |
DisclosureSEC source: 0001209191-22-009517 · doc4.xml · nonDerivative · entry 4 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,601 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:06 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 2,939 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009517 · doc4.xml · nonDerivative · entry 3 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,935 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 11, 2020. Includes 234 accrued dividend equivalent units. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:06 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,916 | $66.79 | $127,969.64 |
DisclosureSEC source: 0001209191-22-009517 · doc4.xml · nonDerivative · entry 2 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,996 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:06 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 4,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009517 · doc4.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,912 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 11, 2019. Includes 493 accrued dividend equivalent units. Read SEC document |
| December 16, 2021 Filed Dec 21, 2021 01:08 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 66,121 | $0.00 Strike: $46.74 | $0.00 |
DisclosureSEC source: 0001209191-21-070683 · doc4.xml · derivative · entry 3 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,835 Underlying: Southern Company Common Stock · 66,121 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. F2 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| December 16, 2021 Filed Dec 21, 2021 01:08 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 66,121 | $67.54 | $4,465,812.34 |
DisclosureSEC source: 0001209191-21-070683 · doc4.xml · nonDerivative · entry 2 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,769 F1 · security: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.50 to $67.66, 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 |
| December 16, 2021 Filed Dec 21, 2021 01:08 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 66,121 | $46.74 | $3,090,495.54 |
DisclosureSEC source: 0001209191-21-070683 · doc4.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,890 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 |
| September 09, 2021 Filed Sep 10, 2021 20:37 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 17,727 | $0.00 Strike: $41.28 | $0.00 |
DisclosureSEC source: 0001209191-21-055466 · doc4.xml · derivative · entry 6 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,182 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. F2 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| September 09, 2021 Filed Sep 10, 2021 20:37 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 16,157 | $0.00 Strike: $46.74 | $0.00 |
DisclosureSEC source: 0001209191-21-055466 · doc4.xml · derivative · entry 5 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 312,956 Underlying: Southern Company Common Stock · 16,157 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. F2 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| September 09, 2021 Filed Sep 10, 2021 20:37 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 16,157 | $67.50 | $1,090,597.50 |
DisclosureSEC source: 0001209191-21-055466 · doc4.xml · nonDerivative · entry 4 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,769 F1 · security: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.50 to $67.54, 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 |
| September 09, 2021 Filed Sep 10, 2021 20:37 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 16,157 | $46.74 | $755,178.18 |
DisclosureSEC source: 0001209191-21-055466 · doc4.xml · nonDerivative · entry 3 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,926 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 |
| September 09, 2021 Filed Sep 10, 2021 20:37 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 17,727 | $67.50 | $1,196,572.50 |
DisclosureSEC source: 0001209191-21-055466 · doc4.xml · nonDerivative · entry 2 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,769 Read SEC document |
| September 09, 2021 Filed Sep 10, 2021 20:37 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 17,727 | $41.28 | $731,770.56 |
DisclosureSEC source: 0001209191-21-055466 · doc4.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,496 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 30, 2021 Filed May 3, 2021 22:12 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Disposition to issuerStock Units · Derivative | 2,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-21-000078 · wf-form4_162007995350811.xml · derivative · entry 3 Greene Kimberly S, · CIK 0001573512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,164 shares Expires 2021-04-30 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, 2021 Filed May 3, 2021 22:12 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 3,049 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-21-000078 · wf-form4_162007995350811.xml · derivative · entry 2 Greene Kimberly S, · CIK 0001573512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,049 Underlying: Common Stock · 3,049 shares Expires 2023-04-29 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, 2021 Filed May 3, 2021 22:12 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 2,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-21-000078 · wf-form4_162007995350811.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,884 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 |
| February 27, 2021 Filed Mar 2, 2021 21:54 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,775 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016146 · 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 · 3,775 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Represents final 1/3 of performance restricted stock units granted on February 27, 2018. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements F3 · derivative.exercise_date: Represents final 1/3 of performance restricted stock units granted on February 27, 2018. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements F3 · derivative.expiration_date: Represents final 1/3 of performance restricted stock units granted on February 27, 2018. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:54 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,959 | $56.72 | $111,114.48 |
DisclosureSEC source: 0001209191-21-016146 · doc4.xml · nonDerivative · entry 2 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,769 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:54 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 4,318 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016146 · doc4.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,728 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 27, 2018. Includes 543 accrued dividend equivalent units. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:44 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 24,488 | $60.10 | $1,471,728.80 |
DisclosureSEC source: 0001209191-21-011295 · doc4.xml · nonDerivative · entry 2 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,410 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:44 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 53,996 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-011295 · doc4.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,898 F1 · security: Shares acquired upon vesting of performance share units under the Company's Performance Share Program for the 2018-2020 award. The Compensation and Management Succession Committee certified performance on February 12, 2021. Includes accrued dividend equivalent units. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:48 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,650 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010788 · doc4.xml · derivative · entry 3 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,650 Underlying: Southern Company Common Stock · 3,650 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Represents performance restricted stock units granted on February 11, 2019. The remaining 1/3 of the award will vest in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents performance restricted stock units granted on February 11, 2019. The remaining 1/3 of the award will vest in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents performance restricted stock units granted on February 11, 2019. The remaining 1/3 of the award will vest in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:48 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,841 | $61.29 | $112,834.89 |
DisclosureSEC source: 0001209191-21-010788 · doc4.xml · nonDerivative · entry 2 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,902 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:48 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,976 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010788 · doc4.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,743 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 11, 2019. Includes 326 accrued dividend equivalent units. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:01 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,706 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008172 · doc4.xml · derivative · entry 3 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,411 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 · security: Represents performance share units granted on February 11, 2020. The Compensation and Management Succession Committee certified performance on February 3, 2021 and the first 1/3 vested. The remaining award will vest 1/3 in 2022 and 1/3 in 2023. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents performance share units granted on February 11, 2020. The Compensation and Management Succession Committee certified performance on February 3, 2021 and the first 1/3 vested. The remaining award will vest 1/3 in 2022 and 1/3 in 2023. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents performance share units granted on February 11, 2020. The Compensation and Management Succession Committee certified performance on February 3, 2021 and the first 1/3 vested. The remaining award will vest 1/3 in 2022 and 1/3 in 2023. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:01 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,347 | $59.45 | $80,079.15 |
DisclosureSEC source: 0001209191-21-008172 · doc4.xml · nonDerivative · entry 2 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,767 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:01 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 2,823 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008172 · doc4.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Chairman, President & CEO, GAS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,114 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 11, 2020. The Compensation Committee and Management Succession Committee certified performance on February 3, 2021. Includes 117 accrued dividend equivalent units. Read SEC document |
| December 03, 2020 Filed Dec 4, 2020 22:08 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 30,000 | $61.96 | $1,858,800.00 |
DisclosureSEC source: 0001209191-20-061827 · doc4.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Chair & CEO, Southern Co. Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,291 F1 · security: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.86 to $62.01, inclusive. The reporting person undertakes to provide to Southern Company, any security holder of Southern Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) to this Form 4. Read SEC document |
| April 30, 2020 Filed May 4, 2020 21:52 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 3,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-20-000023 · edgar.xml · derivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,630 Underlying: Common Stock · 3,630 shares Expires 2022-04-22 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, and are subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 22:09 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,774 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014590 · doc4.xml · derivative · entry 3 Greene Kimberly S, · CIK 0001573512 · Chair & CEO, Southern Co. Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,775 Underlying: Southern Company Common Stock · 3,774 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Represents performance restricted stock units granted on February 27, 2018. The remaining 1/3 award will vest in 2021. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents performance restricted stock units granted on February 27, 2018. The remaining 1/3 award will vest in 2021. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents performance restricted stock units granted on February 27, 2018. The remaining 1/3 award will vest in 2021. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 22:09 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,861 | $62.88 | $117,019.68 |
DisclosureSEC source: 0001209191-20-014590 · doc4.xml · nonDerivative · entry 2 Greene Kimberly S, · CIK 0001573512 · Chair & CEO, Southern Co. Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,291 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 22:09 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 4,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014590 · doc4.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Chair & CEO, Southern Co. Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,152 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 27, 2018. Includes 327 accrued dividend equivalent units. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:48 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,231 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010205 · doc4.xml · derivative · entry 3 Greene Kimberly S, · CIK 0001573512 · Chair & CEO, Southern Co. Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 3,231 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Represents final 1/3 of performance restricted stock units granted on February 13, 2017. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents final 1/3 of performance restricted stock units granted on February 13, 2017. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents final 1/3 of performance restricted stock units granted on February 13, 2017. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:48 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,686 | $69.54 | $117,244.44 |
DisclosureSEC source: 0001209191-20-010205 · doc4.xml · nonDerivative · entry 2 Greene Kimberly S, · CIK 0001573512 · Chair & CEO, Southern Co. Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,051 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:48 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010205 · doc4.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Chair & CEO, Southern Co. Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,737 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of the final 1/3 of performance restricted stock units granted on February 13, 2017. Includes 484 accrued dividend equivalent units. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:24 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,651 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009356 · doc4.xml · derivative · entry 5 Greene Kimberly S, · CIK 0001573512 · Chair & CEO, Southern Co. Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,300 Underlying: Southern Company Common Stock · 3,651 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Represents performance restricted stock units granted on February 11, 2019. The Compensation and Management Succession Committee certified performance on February 11, 2020 and the first 1/3 vested. The remaining award will vest 1/3 in 2021 and 1/3 in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents performance restricted stock units granted on February 11, 2019. The Compensation and Management Succession Committee certified performance on February 11, 2020 and the first 1/3 vested. The remaining award will vest 1/3 in 2021 and 1/3 in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents performance restricted stock units granted on February 11, 2019. The Compensation and Management Succession Committee certified performance on February 11, 2020 and the first 1/3 vested. The remaining award will vest 1/3 in 2021 and 1/3 in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:24 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,738 | $68.59 | $119,209.42 |
DisclosureSEC source: 0001209191-20-009356 · doc4.xml · nonDerivative · entry 4 Greene Kimberly S, · CIK 0001573512 · Chair & CEO, Southern Co. Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,022 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:24 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,813 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009356 · doc4.xml · nonDerivative · entry 3 Greene Kimberly S, · CIK 0001573512 · Chair & CEO, Southern Co. Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,760 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 11, 2019. The Compensation Committee and Management Succession Committee certified performance on February 11, 2020. Includes 162 accrued dividend equivalent units. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:24 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 15,779 | $68.59 | $1,082,281.61 |
DisclosureSEC source: 0001209191-20-009356 · doc4.xml · nonDerivative · entry 2 Greene Kimberly S, · CIK 0001573512 · Chair & CEO, Southern Co. Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,947 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:24 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 34,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009356 · doc4.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Chair & CEO, Southern Co. Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,726 F1 · security: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2017-2019 award. The Compensation and Management Succession Committee certified performance on February 11, 2020. Includes accrued dividend equivalent units. Read SEC document |
| April 30, 2019 Filed May 2, 2019 20:45 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 2,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-19-000018 · edgar.xml · derivative · entry 3 Greene Kimberly S, · CIK 0001573512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,164 Underlying: Common Stock · 2,164 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. F2 · derivative.exercise_date: The stock units are scheduled to vest one year from the date of the grant. The reporting person has elected a one-year hold period following vesting per the terms of the Stock Unit Award Agreement. F2 · derivative.expiration_date: The stock units are scheduled to vest one year from the date of the grant. The reporting person has elected a one-year hold period following vesting per the terms of the Stock Unit Award Agreement. Read SEC document |
| April 30, 2019 Filed May 2, 2019 20:45 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Disposition to issuerStock Units · Derivative | 1,557 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-19-000018 · edgar.xml · derivative · entry 2 Greene Kimberly S, · CIK 0001573512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,557 shares Expires 2019-04-30 F1 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. Read SEC document |
| April 30, 2019 Filed May 2, 2019 20:45 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantCommon Stock, $.01 par value | 1,557 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-19-000018 · edgar.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,720 Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:26 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,231 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010713 · doc4.xml · derivative · entry 3 Greene Kimberly S, · CIK 0001573512 · Chair & CEO, Southern Co. Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,231 Underlying: Southern Company Common Stock · 3,231 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Represents performance restricted stock units granted on February 13, 2017. The remaining portion of the award will vest in 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · price: Represents performance restricted stock units granted on February 13, 2017. The remaining portion of the award will vest in 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents performance restricted stock units granted on February 13, 2017. The remaining portion of the award will vest in 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents performance restricted stock units granted on February 13, 2017. The remaining portion of the award will vest in 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:26 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,620 | $49.22 | $79,736.40 |
DisclosureSEC source: 0001209191-19-010713 · doc4.xml · nonDerivative · entry 2 Greene Kimberly S, · CIK 0001573512 · Chair & CEO, Southern Co. Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,936 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:26 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,558 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010713 · doc4.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Chair & CEO, Southern Co. Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,556 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 13, 2017. The Compensation and Management Succession Committee certified performance on February 13, 2018. Includes 327 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.