Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHERN COSO · Entity 1308 | EVP | February 11, 2026 | February 13, 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 February 11, 2026 · Filed February 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Southern Company Common StockSEC Table I · non-derivative | Direct | 67,389 |
Ending reported balance
After 2026-02-11 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-02-11 · Grant · Acquired 26,326 · Balance 79,804 F1: 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. Row 2 · 2026-02-11 · Tax withholding · Disposed 13,190 · Balance 66,614 F2: Shares withheld to satisfy required state and federal tax withholding requirements. Row 3 · 2026-02-11 · Exercise / conversion · Acquired 1,716 · Balance 68,330 F3: 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 56 accrued dividend equivalent units. Row 4 · 2026-02-11 · Tax withholding · Disposed 941 · Balance 67,389 F2: Shares withheld to satisfy required state and federal tax withholding requirements. |
| Performance Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,319 |
Reported balance
After 2026-02-11 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-02-11 · Exercise / conversion · Disposed 1,660 · Balance 3,319 F4: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Shares withheld to satisfy required state and federal tax withholding requirements.
F3: 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 56 accrued dividend equivalent units.
F4: 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.
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 03, 2023 Filed Feb 7, 2023 21:45 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 922 | $67.27 | $62,022.94 |
DisclosureSEC source: 0001209191-23-007551 · doc4.xml · nonDerivative · entry 2 Anderson Bryan D · CIK 0001831824 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,459 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 21:45 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007551 · doc4.xml · nonDerivative · entry 1 Anderson Bryan D · CIK 0001831824 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,381 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 130 accrued dividend equivalent units. Read SEC document |
| April 08, 2022 Filed Apr 11, 2022 20:49 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 26,917 | $0.00 Strike: $44.06 | $0.00 |
DisclosureSEC source: 0001209191-22-023983 · doc4.xml · derivative · entry 3 Anderson Bryan D · CIK 0001831824 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 26,917 shares Expires 2023-02-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| April 08, 2022 Filed Apr 11, 2022 20:49 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 26,917 | $75.96 | $2,044,615.32 |
DisclosureSEC source: 0001209191-22-023983 · doc4.xml · nonDerivative · entry 2 Anderson Bryan D · CIK 0001831824 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,660 F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.66 to $76.23, inclusive. The reporting person undertakes to provide to Southern Company, any security holder of Southern Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (1) to this Form 4. Read SEC document |
| April 08, 2022 Filed Apr 11, 2022 20:49 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 26,917 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-023983 · doc4.xml · nonDerivative · entry 1 Anderson Bryan D · CIK 0001831824 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,577 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:47 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 1,592 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009906 · doc4.xml · derivative · entry 5 Anderson Bryan D · CIK 0001831824 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,182 Underlying: Southern Company Common Stock · 1,592 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Represents first 1/3 of performance restricted stock units granted on February 3, 2021. The remaining award will vest 1/3 in 2023 and 1/3 in 2024. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents first 1/3 of performance restricted stock units granted on February 3, 2021. The remaining award will vest 1/3 in 2023 and 1/3 in 2024. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents first 1/3 of performance restricted stock units granted on February 3, 2021. The remaining award will vest 1/3 in 2023 and 1/3 in 2024. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:47 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 4,746 | $66.79 | $316,985.34 |
DisclosureSEC source: 0001209191-22-009906 · doc4.xml · nonDerivative · entry 4 Anderson Bryan D · CIK 0001831824 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,660 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:47 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 9,865 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009906 · doc4.xml · nonDerivative · entry 3 Anderson Bryan D · CIK 0001831824 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,406 F3 · security: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2019-2021 award. The Compensation and Management Succession Committee certified performance on February 13, 2022. Includes accrued dividend equivalent units. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:47 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 792 | $66.79 | $52,897.68 |
DisclosureSEC source: 0001209191-22-009906 · doc4.xml · nonDerivative · entry 2 Anderson Bryan D · CIK 0001831824 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,541 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:47 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,659 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009906 · doc4.xml · nonDerivative · entry 1 Anderson Bryan D · CIK 0001831824 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,333 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 67 accrued dividend equivalent units. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:15 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 621 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009537 · doc4.xml · derivative · entry 6 Anderson Bryan D · CIK 0001831824 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 621 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 final 1/3 of 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. F5 · derivative.exercise_date: Represents final 1/3 of 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. F5 · derivative.expiration_date: Represents final 1/3 of 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 00:15 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 462 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009537 · doc4.xml · derivative · entry 5 Anderson Bryan D · CIK 0001831824 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 462 Underlying: Southern Company Common Stock · 462 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 second 1/3 of restricted stock units granted on February 11, 2020. The remaining 1/3 of the award will vest in 2023. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents second 1/3 of restricted stock units granted on February 11, 2020. The remaining 1/3 of the award will vest in 2023. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents second 1/3 of restricted stock units granted on February 11, 2020. The remaining 1/3 of the award will vest in 2023. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:15 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 267 | $66.79 | $17,832.93 |
DisclosureSEC source: 0001209191-22-009537 · doc4.xml · nonDerivative · entry 4 Anderson Bryan D · CIK 0001831824 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,674 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:15 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 503 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009537 · doc4.xml · nonDerivative · entry 3 Anderson Bryan D · CIK 0001831824 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,941 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 restricted stock units granted on February 11, 2020. Includes 41 accrued dividend equivalent units. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:15 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 377 | $66.79 | $25,179.83 |
DisclosureSEC source: 0001209191-22-009537 · doc4.xml · nonDerivative · entry 2 Anderson Bryan D · CIK 0001831824 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,438 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:15 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 705 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009537 · doc4.xml · nonDerivative · entry 1 Anderson Bryan D · CIK 0001831824 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,815 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 restricted stock units granted on February 11, 2019. Includes 84 accrued dividend equivalent units. Read SEC document |
| September 07, 2021 Filed Sep 8, 2021 20:39 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 22,510 | $0.00 Strike: $44.42 | $0.00 |
DisclosureSEC source: 0001209191-21-055154 · doc4.xml · derivative · entry 3 Anderson Bryan D · CIK 0001831824 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 22,510 shares Expires 2022-02-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| September 07, 2021 Filed Sep 8, 2021 20:39 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 22,510 | $66.87 | $1,505,243.70 |
DisclosureSEC source: 0001209191-21-055154 · doc4.xml · nonDerivative · entry 2 Anderson Bryan D · CIK 0001831824 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,110 Read SEC document |
| September 07, 2021 Filed Sep 8, 2021 20:39 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 22,510 | $44.42 | $999,894.20 |
DisclosureSEC source: 0001209191-21-055154 · doc4.xml · nonDerivative · entry 1 Anderson Bryan D · CIK 0001831824 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,620 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 21:44 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 677 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016105 · doc4.xml · derivative · entry 3 Anderson Bryan D · CIK 0001831824 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 677 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 restricted stock units granted on February 27, 2018. Each 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 restricted stock units granted on February 27, 2018. Each 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 restricted stock units granted on February 27, 2018. Each 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 21:44 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 376 | $56.72 | $21,326.72 |
DisclosureSEC source: 0001209191-21-016105 · doc4.xml · nonDerivative · entry 2 Anderson Bryan D · CIK 0001831824 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,110 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:44 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 779 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016105 · doc4.xml · nonDerivative · entry 1 Anderson Bryan D · CIK 0001831824 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,486 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 restricted stock units granted on February 27, 2018. Includes 102 accrued dividend equivalent units. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:53 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 4,660 | $60.10 | $280,066.00 |
DisclosureSEC source: 0001209191-21-011316 · doc4.xml · nonDerivative · entry 2 Anderson Bryan D · CIK 0001831824 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,707 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:53 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 9,691 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-011316 · doc4.xml · nonDerivative · entry 1 Anderson Bryan D · CIK 0001831824 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,367 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 21:40 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 621 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010770 · doc4.xml · derivative · entry 6 Anderson Bryan D · CIK 0001831824 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 621 Underlying: Southern Company Common Stock · 621 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 restricted stock units granted on February 11, 2019. The remaining 1/3 of the award will vest in 2022. Each 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. F5 · derivative.exercise_date: Represents restricted stock units granted on February 11, 2019. The remaining 1/3 of the award will vest in 2022. Each 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. F5 · derivative.expiration_date: Represents restricted stock units granted on February 11, 2019. The remaining 1/3 of the award will vest in 2022. Each 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 21:40 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 463 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010770 · doc4.xml · derivative · entry 5 Anderson Bryan D · CIK 0001831824 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 924 Underlying: Southern Company Common Stock · 463 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 restricted stock units granted on February 11, 2020. The remaining award will vest 1/3 in 2022 and 1/3 in 2023. Each 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 restricted stock units granted on February 11, 2020. The remaining award will vest 1/3 in 2022 and 1/3 in 2023. Each 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 restricted stock units granted on February 11, 2020. The remaining award will vest 1/3 in 2022 and 1/3 in 2023. Each 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 21:40 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 259 | $61.29 | $15,874.11 |
DisclosureSEC source: 0001209191-21-010770 · doc4.xml · nonDerivative · entry 4 Anderson Bryan D · CIK 0001831824 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,676 Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:40 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 483 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010770 · doc4.xml · nonDerivative · entry 3 Anderson Bryan D · CIK 0001831824 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,935 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 first 1/3 of restricted stock units granted on February 11, 2020. Includes 20 accrued dividend equivalent units. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:40 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 362 | $61.29 | $22,186.98 |
DisclosureSEC source: 0001209191-21-010770 · doc4.xml · nonDerivative · entry 2 Anderson Bryan D · CIK 0001831824 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,452 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:40 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 677 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010770 · doc4.xml · nonDerivative · entry 1 Anderson Bryan D · CIK 0001831824 · EVP & Pres. External Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,814 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 restricted stock units granted on February 11, 2019. Includes 56 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.