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DAVIS MARTIN BERNARD

Disclosed activity across 2 companies

Tapewire entity
50143
SEC CIK
0001674959

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
SOUTHERN COSO · Entity 1308EVP & CIOMarch 03, 2025March 04, 2025
SouthState Bank CorpSSB · Entity 3523DirectorMay 01, 2026May 04, 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 03, 2025 · Filed March 04, 2025

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Southern Company Common StockSEC Table I · non-derivativeDirect102,090 Reported balance After 2025-03-03 transaction · row 1
1 source row

Row 1 · 2025-03-03 · Sale · Disposed 1,125 · Balance 102,090

SouthState Bank Corp

Report date May 01, 2026 · Filed May 04, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Restricted Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $97.48 · Expires 2026-11-01Direct1,050 Reported balance After 2026-05-01 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-05-01 · Grant · Acquired 1,050 · Balance 1,050

F1: Number of common shares issued pursuant to the time vested Restricted Share Units ("RSUs") granted on 5/1/2026 as part of the stock component of the annual director fees. These RSUs cliff vested on 11/1/2026.

Filing footnotes · ownership attribution and instrument terms

F1: Number of common shares issued pursuant to the time vested Restricted Share Units ("RSUs") granted on 5/1/2026 as part of the stock component of the annual director fees. These RSUs cliff vested on 11/1/2026.

Transaction history

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
May 01, 2026 Filed May 4, 2026 21:02 UTC SouthState Bank Corp SSB · Entity 3523 GrantRestricted Share Units · Derivative 1,050 $97.48 Strike: $97.48 $102,354.00
Disclosure

SEC source: 0001674959-26-000001 · primarydocument.xml · derivative · entry 1

DAVIS MARTIN BERNARD · CIK 0001674959 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,050

Underlying: Common Stock · 1,050 shares

Expires 2026-11-01

F1 · derivative.exercise_date: Number of common shares issued pursuant to the time vested Restricted Share Units ("RSUs") granted on 5/1/2026 as part of the stock component of the annual director fees. These RSUs cliff vested on 11/1/2026.

Read SEC document
November 01, 2025 Filed Nov 3, 2025 21:36 UTC SouthState Bank Corp SSB · Entity 3523 Exercise / conversionCommon Stock 1,136 $0.00 $0.00
Disclosure

SEC source: 0001674959-25-000003 · primarydocument.xml · nonDerivative · entry 1

DAVIS MARTIN BERNARD · CIK 0001674959 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,639

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 · kind: Number of common shares issued pursuant to the time vested Restricted Share Units ("RSUs") granted on 5/1/2025 as part of the stock component of the annual director fees. These RSUs cliff vested on 11/1/25.

Read SEC document
May 01, 2025 Filed May 2, 2025 20:28 UTC SouthState Bank Corp SSB · Entity 3523 GrantRestricted Share Units · Derivative 1,136 $87.65 Strike: $87.65 $99,570.40
Disclosure

SEC source: 0001562180-25-003485 · primarydocument.xml · derivative · entry 1

DAVIS MARTIN BERNARD · CIK 0001674959 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,136

Underlying: Common Stock · 1,136 shares

Expires 2025-11-01

F1 · derivative.exercise_date: Number of common shares issued pursuant to the time vested Restricted Share Units ("RSUs") granted on 5/1/2025 as part of the stock component of the annual director fees. These RSUs cliff vested on 11/1/25.

Read SEC document
March 03, 2025 Filed Mar 4, 2025 15:00 UTC SOUTHERN CO SO · Entity 1308 SaleSouthern Company Common Stock 1,125 $89.61 $100,811.25
Disclosure

SEC source: 0000950170-25-031368 · ownership.xml · nonDerivative · entry 1

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP & CIO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 102,090

Read SEC document
February 13, 2025 Filed Feb 18, 2025 21:00 UTC SOUTHERN CO SO · Entity 1308 Exercise / conversionPerformance Restricted Stock Units · Derivative 1,593 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-022170 · ownership.xml · derivative · entry 3

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP & CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Southern Company Common Stock · 1,593 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.

Read SEC document
February 13, 2025 Filed Feb 18, 2025 21:00 UTC SOUTHERN CO SO · Entity 1308 Tax withholdingSouthern Company Common Stock 798 $86.78 $69,250.44
Disclosure

SEC source: 0000950170-25-022170 · ownership.xml · nonDerivative · entry 2

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP & CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,215

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 1,784 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-022170 · ownership.xml · nonDerivative · entry 1

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP & CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 104,013

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 191 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 1,705 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-016413 · ownership.xml · derivative · entry 5

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP & CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,408

Underlying: Southern Company Common Stock · 1,705 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.

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 9,657 $83.87 $809,932.59
Disclosure

SEC source: 0000950170-25-016413 · ownership.xml · nonDerivative · entry 4

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP & CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,229

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 21,631 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-016413 · ownership.xml · nonDerivative · entry 3

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP & CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 111,886

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 790 $83.87 $66,257.30
Disclosure

SEC source: 0000950170-25-016413 · ownership.xml · nonDerivative · entry 2

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP & CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,255

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 1,768 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-016413 · ownership.xml · nonDerivative · entry 1

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP & CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,045

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 63 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 1,607 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-013205 · ownership.xml · derivative · entry 3

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,607

Underlying: Southern Company Common Stock · 1,607 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 851 $83.95 $71,441.45
Disclosure

SEC source: 0000950170-25-013205 · ownership.xml · nonDerivative · entry 2

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,277

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 1,735 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-013205 · ownership.xml · nonDerivative · entry 1

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,128

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 128 accrued dividend equivalent units.

Read SEC document
December 05, 2024 Filed Dec 6, 2024 21:00 UTC SOUTHERN CO SO · Entity 1308 SaleSouthern Company Common Stock 1,170 $85.90 $100,503.00
Disclosure

SEC source: 0000950170-24-134060 · ownership.xml · nonDerivative · entry 1

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 88,393

Read SEC document
November 01, 2024 Filed Nov 4, 2024 21:04 UTC SouthState Bank Corp SSB · Entity 3523 Exercise / conversionCommon Stock 1,063 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-007502 · primarydocument.xml · nonDerivative · entry 1

DAVIS MARTIN BERNARD · CIK 0001674959 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,503

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 · kind: Number of common shares issued pursuant to the time vested Restricted Share Units ("RSUs") granted on 5/1/2024 as part of the stock component of the annual director fees. These RSUs cliff vested on 11/1/24.

Read SEC document
May 01, 2024 Filed May 2, 2024 19:21 UTC SouthState Bank Corp SSB · Entity 3523 GrantRestricted Share Units · Derivative 1,063 $77.28 Strike: $77.28 $82,148.64
Disclosure

SEC source: 0001562180-24-003696 · primarydocument.xml · derivative · entry 1

DAVIS MARTIN BERNARD · CIK 0001674959 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,063

Underlying: Common Stock · 1,063 shares

Expires 2024-11-01

F1 · derivative.exercise_date: Number of time vested Restricted Share Units ("RSUs") granted on 5/1/2024 as part of the stock component of the annual director fees. The RSUs will cliff vest 6 months from the grant date.

Read SEC document
February 13, 2024 Filed Feb 14, 2024 21:00 UTC SOUTHERN CO SO · Entity 1308 Exercise / conversionPerformance Restricted Stock Units · Derivative 1,593 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-003342 · doc4.xml · derivative · entry 3

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,593

Underlying: Southern Company Common Stock · 1,593 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 778 $67.51 $52,522.78
Disclosure

SEC source: 0001209191-24-003342 · doc4.xml · nonDerivative · entry 2

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,563

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 1,722 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-003342 · doc4.xml · nonDerivative · entry 1

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,341

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 129 accrued dividend equivalent units.

Read SEC document
February 07, 2024 Filed Feb 9, 2024 22:23 UTC SOUTHERN CO SO · Entity 1308 Exercise / conversionPerformance Restricted Stock Units · Derivative 1,607 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-003042 · doc4.xml · derivative · entry 5

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,214

Underlying: Southern Company Common Stock · 1,607 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 22:23 UTC SOUTHERN CO SO · Entity 1308 Tax withholdingSouthern Company Common Stock 754 $66.95 $50,480.30
Disclosure

SEC source: 0001209191-24-003042 · doc4.xml · nonDerivative · entry 4

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 88,619

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

Read SEC document
February 07, 2024 Filed Feb 9, 2024 22:23 UTC SOUTHERN CO SO · Entity 1308 Exercise / conversionSouthern Company Common Stock 1,674 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-003042 · doc4.xml · nonDerivative · entry 3

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,373

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 67 accrued dividend equivalent units.

Read SEC document
February 07, 2024 Filed Feb 9, 2024 22:23 UTC SOUTHERN CO SO · Entity 1308 Tax withholdingSouthern Company Common Stock 11,480 $66.95 $768,586.00
Disclosure

SEC source: 0001209191-24-003042 · doc4.xml · nonDerivative · entry 2

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 87,699

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

Read SEC document
February 07, 2024 Filed Feb 9, 2024 22:23 UTC SOUTHERN CO SO · Entity 1308 GrantSouthern Company Common Stock 25,453 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-003042 · doc4.xml · nonDerivative · entry 1

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99,179

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 21:24 UTC SOUTHERN CO SO · Entity 1308 Exercise / conversionPerformance Restricted Stock Units · Derivative 1,713 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-002907 · doc4.xml · derivative · entry 3

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Southern Company Common Stock · 1,713 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 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.

F3 · 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.

F3 · 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 21:24 UTC SOUTHERN CO SO · Entity 1308 Tax withholdingSouthern Company Common Stock 959 $68.65 $65,835.35
Disclosure

SEC source: 0001209191-24-002907 · doc4.xml · nonDerivative · entry 2

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,726

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

Read SEC document
February 03, 2024 Filed Feb 6, 2024 21:24 UTC SOUTHERN CO SO · Entity 1308 Exercise / conversionSouthern Company Common Stock 1,929 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-002907 · doc4.xml · nonDerivative · entry 1

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,685

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 216 accrued dividend equivalent units.

Read SEC document
November 01, 2023 Filed Nov 2, 2023 15:18 UTC SouthState Bank Corp SSB · Entity 3523 Exercise / conversionCommon Stock 1,215 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-007483 · primarydocument.xml · nonDerivative · entry 1

DAVIS MARTIN BERNARD · CIK 0001674959 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,440

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 · kind: Number of common shares issued pursuant to the time vested Restricted Share Units ("RSUs") granted on 5/1/2023 as part of the stock component of the annual director fees. These RSUs cliff vested on 11/1/23.

Read SEC document
September 05, 2023 Filed Sep 6, 2023 20:18 UTC SOUTHERN CO SO · Entity 1308 SaleSouthern Company Common Stock 1,490 $67.05 $99,904.50
Disclosure

SEC source: 0001209191-23-048378 · doc4.xml · nonDerivative · entry 1

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,756

F1 · shares: Shares were sold pursuant to a Rule 10b5-1 plan.

Read SEC document
June 01, 2023 Filed Jun 2, 2023 20:43 UTC SOUTHERN CO SO · Entity 1308 SaleSouthern Company Common Stock 1,435 $69.99 $100,435.65
Disclosure

SEC source: 0001209191-23-033831 · doc4.xml · nonDerivative · entry 1

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 74,246

Read SEC document
May 01, 2023 Filed May 2, 2023 21:19 UTC SouthState Bank Corp SSB · Entity 3523 GrantRestricted Share Units · Derivative 1,215 $67.12 Strike: $67.12 $81,550.80
Disclosure

SEC source: 0001562180-23-003827 · primarydocument.xml · derivative · entry 1

DAVIS MARTIN BERNARD · CIK 0001674959 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,215

Underlying: Common Stock · 1,215 shares

Expires 2023-11-01

F1 · derivative.exercise_date: Number of time vested Restricted Share Units ("RSU") granted on 5/1/2023 as part of the stock component of the annual director fees. The units will cliff vest 6 months from the grant date.

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March 01, 2023 Filed Mar 2, 2023 21:32 UTC SOUTHERN CO SO · Entity 1308 SaleSouthern Company Common Stock 1,601 $62.55 $100,142.55
Disclosure

SEC source: 0001209191-23-014699 · doc4.xml · nonDerivative · entry 1

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,681

F1 · shares: 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 $62.30 to $62.55, 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 (2) to this Form 4.

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February 13, 2023 Filed Feb 15, 2023 21:46 UTC SOUTHERN CO SO · Entity 1308 Exercise / conversionPerformance Restricted Stock Units · Derivative 1,594 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-23-009787 · doc4.xml · derivative · entry 5

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,186

Underlying: Southern Company Common Stock · 1,594 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 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.

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February 13, 2023 Filed Feb 15, 2023 21:46 UTC SOUTHERN CO SO · Entity 1308 Tax withholdingSouthern Company Common Stock 747 $67.13 $50,146.11
Disclosure

SEC source: 0001209191-23-009787 · doc4.xml · nonDerivative · entry 4

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,592

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

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February 13, 2023 Filed Feb 15, 2023 21:46 UTC SOUTHERN CO SO · Entity 1308 Exercise / conversionSouthern Company Common Stock 1,655 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-009787 · doc4.xml · nonDerivative · entry 3

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,339

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 61 accrued dividend equivalent units.

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February 13, 2023 Filed Feb 15, 2023 21:46 UTC SOUTHERN CO SO · Entity 1308 Tax withholdingSouthern Company Common Stock 7,115 $67.13 $477,629.95
Disclosure

SEC source: 0001209191-23-009787 · doc4.xml · nonDerivative · entry 2

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,684

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

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February 13, 2023 Filed Feb 15, 2023 21:46 UTC SOUTHERN CO SO · Entity 1308 GrantSouthern Company Common Stock 15,773 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-009787 · doc4.xml · nonDerivative · entry 1

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 55,799

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.

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February 11, 2023 Filed Feb 14, 2023 22:24 UTC SOUTHERN CO SO · Entity 1308 Exercise / conversionSouthern Co Restricted Stock Units · Derivative 1,060 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-23-009268 · doc4.xml · derivative · entry 3

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Southern Company Common Stock · 1,060 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 restricted stock units granted on February 11, 2020. 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 restricted stock units granted on February 11, 2020. 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 restricted stock units granted on February 11, 2020. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements.

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February 11, 2023 Filed Feb 14, 2023 22:24 UTC SOUTHERN CO SO · Entity 1308 Tax withholdingSouthern Company Common Stock 540 $66.88 $36,115.20
Disclosure

SEC source: 0001209191-23-009268 · doc4.xml · nonDerivative · entry 2

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,026

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

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February 11, 2023 Filed Feb 14, 2023 22:24 UTC SOUTHERN CO SO · Entity 1308 Exercise / conversionSouthern Company Common Stock 1,196 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-009268 · doc4.xml · nonDerivative · entry 1

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,566

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 restricted stock units granted on February 11, 2020. Includes 136 accrued dividend equivalent units.

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February 03, 2023 Filed Feb 7, 2023 21:51 UTC SOUTHERN CO SO · Entity 1308 Exercise / conversionPerformance Restricted Stock Units · Derivative 1,712 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-23-007569 · doc4.xml · derivative · entry 3

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,713

Underlying: Southern Company Common Stock · 1,712 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.

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February 03, 2023 Filed Feb 7, 2023 21:51 UTC SOUTHERN CO SO · Entity 1308 Tax withholdingSouthern Company Common Stock 922 $67.27 $62,022.94
Disclosure

SEC source: 0001209191-23-007569 · doc4.xml · nonDerivative · entry 2

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,370

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

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February 03, 2023 Filed Feb 7, 2023 21:51 UTC SOUTHERN CO SO · Entity 1308 Exercise / conversionSouthern Company Common Stock 1,851 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-007569 · doc4.xml · nonDerivative · entry 1

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,292

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 139 accrued dividend equivalent units.

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December 07, 2022 Filed Dec 8, 2022 21:18 UTC SOUTHERN CO SO · Entity 1308 SaleSouthern Company Common Stock 1,475 $68.35 $100,816.25
Disclosure

SEC source: 0001209191-22-060350 · doc4.xml · nonDerivative · entry 1

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,441

F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan.

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November 02, 2022 Filed Nov 3, 2022 20:57 UTC SouthState Bank Corp SSB · Entity 3523 Exercise / conversionCommon Stock 935 $0.00 $0.00
Disclosure

SEC source: 0001562180-22-007469 · primarydocument.xml · nonDerivative · entry 1

DAVIS MARTIN BERNARD · CIK 0001674959 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,225

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 · kind: Number of common shares issued pursuant to the time vested Restricted Share Units ("RSUs") granted on 5/2/2022 as part of the stock component of the annual director fees. These RSUs cliff vested on 11/2/22.

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October 28, 2022 Filed Nov 7, 2022 21:49 UTC SOUTHERN CO SO · Entity 1308 SaleSouthern Company Common Stock 3,050 $65.80 $200,690.00
Disclosure

SEC source: 0001209191-22-055961 · doc4.xml · nonDerivative · entry 1

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,916

Read SEC document
May 02, 2022 Filed May 3, 2022 19:42 UTC SouthState Bank Corp SSB · Entity 3523 GrantRestricted Share Units · Derivative 935 $80.28 Strike: $80.28 $75,061.80
Disclosure

SEC source: 0001562180-22-003638 · primarydocument.xml · derivative · entry 1

DAVIS MARTIN BERNARD · CIK 0001674959 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 935

Underlying: Common Stock · 935 shares

Expires 2022-11-02

F1 · derivative.exercise_date: Number of time vested Restricted Share Units ("RSU") granted on 5/2/2022 as part of the stock component of the annual director fees. The units will cliff vest 6 months from the grant date.

Read SEC document
February 13, 2022 Filed Feb 15, 2022 22:54 UTC SOUTHERN CO SO · Entity 1308 Exercise / conversionPerformance Restricted Stock Units · Derivative 1,713 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-22-009926 · doc4.xml · derivative · entry 5

DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,425

Underlying: Southern Company Common Stock · 1,713 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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.