Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHERN COSO · Entity 1308 | EVP & CHRO | March 08, 2026 | March 10, 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 08, 2026 · Filed March 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Southern Company Common StockSEC Table I · non-derivative | Direct | 38,932 |
Ending reported balance
After 2026-03-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-08 · Exercise / conversion · Acquired 1,420 · Balance 39,565 F1: Shares acquired upon vesting of the final 1/3 of performance restricted stock units granted on March 8, 2023. Includes 145 accrued dividend equivalent units. Row 2 · 2026-03-08 · Tax withholding · Disposed 633 · Balance 38,932 F2: Shares withheld to satisfy required state and federal tax withholding requirements. |
| Performance Restricted Stock Units HoldingSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-03-08 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-03-08 · Exercise / conversion · Disposed 1,275 · Balance 0 F3: Represents the final 1/3 of performance restricted stock units granted on March 8, 2023. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. |
| Southern Company Common StockSEC Table I · non-derivative | Indirect401(k) | 2,621.475 |
Reported balance
Holding disclosure · report date 2026-03-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,621.475 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired upon vesting of the final 1/3 of performance restricted stock units granted on March 8, 2023. Includes 145 accrued dividend equivalent units.
F2: Shares withheld to satisfy required state and federal tax withholding requirements.
F3: Represents the final 1/3 of performance restricted stock units granted on March 8, 2023. Each restricted stock unit represents the right to receive, at settlement, one share of common stock.
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 |
|---|---|---|---|---|---|---|
| March 08, 2026 Filed Mar 10, 2026 19:33 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units Holding · Derivative | 1,275 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-100033 · ownership.xml · derivative · entry 4 Drake Sloane N · CIK 0001971188 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 1,275 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 the final 1/3 of performance restricted stock units granted on March 8, 2023. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F3 · derivative.exercise_date: Represents the final 1/3 of performance restricted stock units granted on March 8, 2023. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F3 · derivative.expiration_date: Represents the final 1/3 of performance restricted stock units granted on March 8, 2023. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F3 · derivative.underlying_shares: Represents the final 1/3 of performance restricted stock units granted on March 8, 2023. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Read SEC document |
| March 08, 2026 Filed Mar 10, 2026 19:33 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 633 | $97.48 | $61,704.84 |
DisclosureSEC source: 0001193125-26-100033 · ownership.xml · nonDerivative · entry 2 Drake Sloane N · CIK 0001971188 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,932 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| March 08, 2026 Filed Mar 10, 2026 19:33 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-100033 · ownership.xml · nonDerivative · entry 1 Drake Sloane N · CIK 0001971188 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,565 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 the final 1/3 of performance restricted stock units granted on March 8, 2023. Includes 145 accrued dividend equivalent units. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 20:50 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 1,296 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-051199 · ownership.xml · derivative · entry 6 Drake Sloane N · CIK 0001971188 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,591 Underlying: Southern Company Common Stock · 1,296 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · shares: Represents first 1/3 of performance restricted stock units granted on February 5, 2025. The remaining award will vest 1/3 in 2027 and 1/3 in 2028. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents first 1/3 of performance restricted stock units granted on February 5, 2025. The remaining award will vest 1/3 in 2027 and 1/3 in 2028. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents first 1/3 of performance restricted stock units granted on February 5, 2025. The remaining award will vest 1/3 in 2027 and 1/3 in 2028. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 20:50 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 598 | $90.86 | $54,334.28 |
DisclosureSEC source: 0001193125-26-051199 · ownership.xml · nonDerivative · entry 4 Drake Sloane N · CIK 0001971188 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,145 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 20:50 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-051199 · ownership.xml · nonDerivative · entry 3 Drake Sloane N · CIK 0001971188 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,743 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. F3 · shares: Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 5, 2025. The Compensation and Talent Development Committee certified performance on February 11, 2026. Includes 44 accrued dividend equivalent units. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 20:50 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 8,107 | $90.86 | $736,602.02 |
DisclosureSEC source: 0001193125-26-051199 · ownership.xml · nonDerivative · entry 2 Drake Sloane N · CIK 0001971188 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,403 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 20:50 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 18,198 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-051199 · ownership.xml · nonDerivative · entry 1 Drake Sloane N · CIK 0001971188 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,510 F1 · shares: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2023-2025 award. The Compensation and Talent Development Committee certified performance on February 11, 2026. Includes accrued dividend equivalent units. Read SEC document |
| February 06, 2026 Filed Feb 10, 2026 14:53 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 3,314 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-043858 · ownership.xml · derivative · entry 4 Drake Sloane N · CIK 0001971188 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 3,314 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 the final 1/2 of restricted stock units granted on February 6, 2023. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F3 · derivative.exercise_date: Represents the final 1/2 of restricted stock units granted on February 6, 2023. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F3 · derivative.expiration_date: Represents the final 1/2 of restricted stock units granted on February 6, 2023. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Read SEC document |
| February 06, 2026 Filed Feb 10, 2026 14:53 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,649 | $90.80 | $149,729.20 |
DisclosureSEC source: 0001193125-26-043858 · ownership.xml · nonDerivative · entry 2 Drake Sloane N · CIK 0001971188 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,312 F2 · shares: Shares withheld to satisfy required state and federal tax withholdings. Read SEC document |
| February 06, 2026 Filed Feb 10, 2026 14:53 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,698 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-043858 · ownership.xml · nonDerivative · entry 1 Drake Sloane N · CIK 0001971188 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,961 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 the vesting of the final 1/2 of restricted stock units granted February 6, 2023. Includes 384 accrued dividend equivalents. Read SEC document |
| January 31, 2026 Filed Feb 3, 2026 23:01 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 1,473 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-036034 · ownership.xml · derivative · entry 4 Drake Sloane N · CIK 0001971188 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,473 Underlying: Southern Company Common Stock · 1,473 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 January 31, 2024. The remaining award will vest in 2027. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents second 1/3 of performance restricted stock units granted on January 31, 2024. The remaining award will vest in 2027. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents second 1/3 of performance restricted stock units granted on January 31, 2024. The remaining award will vest in 2027. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| January 31, 2026 Filed Feb 3, 2026 23:01 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 773 | $89.31 | $69,036.63 |
DisclosureSEC source: 0001193125-26-036034 · ownership.xml · nonDerivative · entry 2 Drake Sloane N · CIK 0001971188 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,263 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| January 31, 2026 Filed Feb 3, 2026 23:01 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,579 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-036034 · ownership.xml · nonDerivative · entry 1 Drake Sloane N · CIK 0001971188 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,036 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on January 31, 2024. Includes 106 accrued dividend equivalent units. Read SEC document |
| March 08, 2025 Filed Mar 10, 2025 20:30 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units Holding · Derivative | 1,274 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-036354 · ownership.xml · derivative · entry 4 Drake Sloane N · CIK 0001971188 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,275 Underlying: Southern Company Common Stock · 1,274 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 March 8, 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 March 8, 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 March 8, 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.underlying_shares: Represents second 1/3 of performance restricted stock units granted on March 8, 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 |
| March 08, 2025 Filed Mar 10, 2025 20:30 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 613 | $91.40 | $56,028.20 |
DisclosureSEC source: 0000950170-25-036354 · ownership.xml · nonDerivative · entry 2 Drake Sloane N · CIK 0001971188 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,457 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| March 08, 2025 Filed Mar 10, 2025 20:30 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,372 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-036354 · ownership.xml · nonDerivative · entry 1 Drake Sloane N · CIK 0001971188 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,070 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 March 8, 2023. Includes 98 accrued dividend equivalent units. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:00 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 636 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022178 · ownership.xml · derivative · entry 4 Drake Sloane N · CIK 0001971188 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · Not disclosed 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 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 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 restricted stock units granted on February 13, 2022. Each restricted stock unit represents the right to receive, at settlement one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.underlying_shares: Represents final 1/3 of 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 | 319 | $86.78 | $27,682.82 |
DisclosureSEC source: 0000950170-25-022178 · ownership.xml · nonDerivative · entry 2 Drake Sloane N · CIK 0001971188 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,698 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 | 713 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022178 · ownership.xml · nonDerivative · entry 1 Drake Sloane N · CIK 0001971188 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,017 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 13, 2022. Includes 77 accrued dividend equivalent units. Read SEC document |
| February 06, 2025 Filed Feb 10, 2025 21:00 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 1,657 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-017008 · ownership.xml · derivative · entry 4 Drake Sloane N · CIK 0001971188 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,314 Underlying: Southern Company Common Stock · 1,657 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 1/4 of restricted stock units granted on February 6, 2023. The remaining award will vest 1/2 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 1/4 of restricted stock units granted on February 6, 2023. The remaining award will vest 1/2 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 1/4 of restricted stock units granted on February 6, 2023. The remaining award will vest 1/2 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 06, 2025 Filed Feb 10, 2025 21:00 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 799 | $83.79 | $66,948.21 |
DisclosureSEC source: 0000950170-25-017008 · ownership.xml · nonDerivative · entry 2 Drake Sloane N · CIK 0001971188 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,304 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 06, 2025 Filed Feb 10, 2025 21:00 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,789 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-017008 · ownership.xml · nonDerivative · entry 1 Drake Sloane N · CIK 0001971188 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,103 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 the second of 1/4 restricted stock units granted February 6, 2023. Includes 132 accrued dividend equivalents. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 22:00 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 1,473 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-016421 · ownership.xml · derivative · entry 6 Drake Sloane N · CIK 0001971188 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,946 Underlying: Southern Company Common Stock · 1,473 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 | 3,855 | $83.87 | $323,318.85 |
DisclosureSEC source: 0000950170-25-016421 · ownership.xml · nonDerivative · entry 4 Drake Sloane N · CIK 0001971188 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,314 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 | 8,634 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-016421 · ownership.xml · nonDerivative · entry 3 Drake Sloane N · CIK 0001971188 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,169 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 | 763 | $83.87 | $63,992.81 |
DisclosureSEC source: 0000950170-25-016421 · ownership.xml · nonDerivative · entry 2 Drake Sloane N · CIK 0001971188 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,535 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 | 1,527 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-016421 · ownership.xml · nonDerivative · entry 1 Drake Sloane N · CIK 0001971188 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,298 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 54 accrued dividend equivalent units. Read SEC document |
| July 03, 2024 Filed Jul 3, 2024 18:05 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 12,000 | $77.61 | $931,320.00 |
DisclosureSEC source: 0000950170-24-081294 · ownership.xml · nonDerivative · entry 1 Drake Sloane N · CIK 0001971188 · EVP, CHRO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,771 Read SEC document |
| February 13, 2024 Filed Feb 14, 2024 20:04 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 636 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003335 · doc4.xml · derivative · entry 4 Drake Sloane N · CIK 0001971188 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 636 Underlying: Southern Company Common Stock · 636 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 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 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 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 20:04 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 311 | $67.51 | $20,995.61 |
DisclosureSEC source: 0001209191-24-003335 · doc4.xml · nonDerivative · entry 2 Drake Sloane N · CIK 0001971188 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,043 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2024 Filed Feb 14, 2024 20:04 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 688 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003335 · doc4.xml · nonDerivative · entry 1 Drake Sloane N · CIK 0001971188 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,354 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 restricted stock units granted on February 13, 2022. Includes 52 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 | 4,583 | $66.95 | $306,831.85 |
DisclosureSEC source: 0001209191-24-003043 · doc4.xml · nonDerivative · entry 2 Drake Sloane N · CIK 0001971188 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,666 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 | 10,161 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003043 · doc4.xml · nonDerivative · entry 1 Drake Sloane N · CIK 0001971188 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,249 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 07, 2024 Filed Mar 15, 2024 18:00 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 1,275 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-004854 · doc4.xml · derivative · entry 3 Drake Sloane N · CIK 0001971188 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,549 Underlying: Southern Company Common Stock · 1,275 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 first 1/3 of performance restricted stock units granted on March 8, 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. F3 · derivative.exercise_date: Represents first 1/3 of performance restricted stock units granted on March 8, 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. F3 · derivative.expiration_date: Represents first 1/3 of performance restricted stock units granted on March 8, 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 Mar 15, 2024 18:00 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 600 | $66.95 | $40,170.00 |
DisclosureSEC source: 0001209191-24-004854 · doc4.xml · nonDerivative · entry 2 Drake Sloane N · CIK 0001971188 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,394 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 07, 2024 Filed Mar 15, 2024 18:00 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,328 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-004854 · doc4.xml · nonDerivative · entry 1 Drake Sloane N · CIK 0001971188 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,994 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 March 8, 2023. The Compensation and Talent Development Committee certified performance on February 7, 2024. Includes 53 accrued dividend equivalent units. Read SEC document |
| February 06, 2024 Filed Feb 8, 2024 21:32 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 1,657 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002994 · doc4.xml · derivative · entry 4 Drake Sloane N · CIK 0001971188 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,971 Underlying: Southern Company Common Stock · 1,657 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 first 1/4 of restricted stock units granted on February 6, 2023. The remaining award will vest 1/4 in 2025 and 1/2 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 first 1/4 of restricted stock units granted on February 6, 2023. The remaining award will vest 1/4 in 2025 and 1/2 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 first 1/4 of restricted stock units granted on February 6, 2023. The remaining award will vest 1/4 in 2025 and 1/2 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 06, 2024 Filed Feb 8, 2024 21:32 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 834 | $67.40 | $56,211.60 |
DisclosureSEC source: 0001209191-24-002994 · doc4.xml · nonDerivative · entry 2 Drake Sloane N · CIK 0001971188 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,088 F2 · shares: Shares withheld to satisfy required state and federal tax withholdings. Read SEC document |
| February 06, 2024 Filed Feb 8, 2024 21:32 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,726 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002994 · doc4.xml · nonDerivative · entry 1 Drake Sloane N · CIK 0001971188 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,922 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 the first of 1/3 restricted stock units granted February 6, 2023. Includes 69 accrued dividend equivalents. Read SEC document |
| February 03, 2024 Filed Feb 6, 2024 21:27 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 684 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002909 · doc4.xml · derivative · entry 4 Drake Sloane N · CIK 0001971188 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 684 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 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 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 restricted stock units granted on February 3, 2021. Each restricted stock unit represents the right to receive, at settlement one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 03, 2024 Filed Feb 6, 2024 21:27 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 389 | $68.65 | $26,704.85 |
DisclosureSEC source: 0001209191-24-002909 · doc4.xml · nonDerivative · entry 2 Drake Sloane N · CIK 0001971188 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,196 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 03, 2024 Filed Feb 6, 2024 21:27 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 770 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002909 · doc4.xml · nonDerivative · entry 1 Drake Sloane N · CIK 0001971188 · EVP, CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,585 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 3, 2021. Includes 86 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.