Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHERN COSO · Entity 1308 | Chairman, President & CEO, GAS | 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 | 182,822 |
Ending reported balance
After 2026-02-11 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-02-11 · Grant · Acquired 44,522 · Balance 201,217 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 19,831 · Balance 181,386 F2: Shares withheld to satisfy required state and federal tax withholding requirements. Row 3 · 2026-02-11 · Exercise / conversion · Acquired 2,830 · Balance 184,216 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 93 accrued dividend equivalent units. Row 4 · 2026-02-11 · Tax withholding · Disposed 1,394 · Balance 182,822 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 | 5,472 |
Reported balance
After 2026-02-11 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-02-11 · Exercise / conversion · Disposed 2,737 · Balance 5,472 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. |
| Southern Company Common StockSEC Table I · non-derivative | Indirect401(k) | 34,814.9573 |
Reported balance
Holding disclosure · report date 2026-02-11 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 34,814.9573 |
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 93 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 11, 2026 Filed Feb 13, 2026 20:51 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,737 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-051202 · ownership.xml · derivative · entry 6 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,472 Underlying: Southern Company Common Stock · 2,737 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 20:51 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,394 | $90.86 | $126,658.84 |
DisclosureSEC source: 0001193125-26-051202 · ownership.xml · nonDerivative · entry 4 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 182,822 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 20:51 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 2,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-051202 · ownership.xml · nonDerivative · entry 3 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,216 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 93 accrued dividend equivalent units. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 20:51 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 19,831 | $90.86 | $1,801,844.66 |
DisclosureSEC source: 0001193125-26-051202 · ownership.xml · nonDerivative · entry 2 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181,386 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 20:51 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 44,522 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-051202 · ownership.xml · nonDerivative · entry 1 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 201,217 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 01, 2026 Filed Feb 3, 2026 23:02 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,086 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-036039 · ownership.xml · derivative · entry 6 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 3,086 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 · shares: Represents final 1/3 of performance restricted stock units granted on February 1, 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. F5 · derivative.exercise_date: Represents final 1/3 of performance restricted stock units granted on February 1, 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. F5 · derivative.expiration_date: Represents final 1/3 of performance restricted stock units granted on February 1, 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 01, 2026 Filed Feb 3, 2026 23:02 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,590 | $89.31 | $142,002.90 |
DisclosureSEC source: 0001193125-26-036039 · ownership.xml · nonDerivative · entry 4 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,695 F4 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 23:02 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-036039 · ownership.xml · nonDerivative · entry 3 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,285 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 final 1/3 of performance restricted stock units granted on February 1, 2023. Includes 358 accrued dividend equivalent units. Read SEC document |
| January 31, 2026 Filed Feb 3, 2026 23:02 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 3,179 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-036039 · ownership.xml · derivative · entry 7 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,179 Underlying: Southern Company Common Stock · 3,179 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. F6 · 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. F6 · 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. F6 · 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 23:02 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,518 | $89.31 | $135,572.58 |
DisclosureSEC source: 0001193125-26-036039 · ownership.xml · nonDerivative · entry 2 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,841 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements Read SEC document |
| January 31, 2026 Filed Feb 3, 2026 23:02 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,407 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-036039 · ownership.xml · nonDerivative · entry 1 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,359 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 228 accrued dividend equivalent units. Read SEC document |
| December 03, 2025 Filed Dec 4, 2025 21:00 UTC | SOUTHERN CO SO · Entity 1308 | GiftSouthern Company Common Stock | 6,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-308053 · ownership.xml · nonDerivative · entry 2 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,952 F1 · security: Shares were a bona fide gift to a charitable organization. Read SEC document |
| December 03, 2025 Filed Dec 4, 2025 21:00 UTC | SOUTHERN CO SO · Entity 1308 | GiftSouthern Company Common Stock | 11,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-308053 · ownership.xml · nonDerivative · entry 1 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 159,752 F1 · security: Shares were a bona fide gift to a charitable organization. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:00 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,749 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022181 · ownership.xml · derivative · entry 4 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 2,749 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. F3 · derivative.underlying_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. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:00 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,376 | $86.78 | $119,409.28 |
DisclosureSEC source: 0000950170-25-022181 · ownership.xml · nonDerivative · entry 2 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 171,052 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 | 3,080 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022181 · ownership.xml · nonDerivative · entry 1 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 172,428 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 331 accrued dividend equivalent units. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 22:00 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 3,179 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-016414 · ownership.xml · derivative · entry 6 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,358 Underlying: Southern Company Common Stock · 3,179 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 | 16,659 | $83.87 | $1,397,190.33 |
DisclosureSEC source: 0000950170-25-016414 · ownership.xml · nonDerivative · entry 4 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,348 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 | 37,317 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-016414 · ownership.xml · nonDerivative · entry 3 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186,007 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 | 1,472 | $83.87 | $123,456.64 |
DisclosureSEC source: 0000950170-25-016414 · ownership.xml · nonDerivative · entry 2 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,690 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 | 3,295 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-016414 · ownership.xml · nonDerivative · entry 1 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,162 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 116 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 | 3,086 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-013201 · ownership.xml · derivative · entry 4 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,086 Underlying: Southern Company Common Stock · 3,086 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 | 1,553 | $83.95 | $130,374.35 |
DisclosureSEC source: 0000950170-25-013201 · ownership.xml · nonDerivative · entry 2 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,867 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 | 3,332 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-013201 · ownership.xml · nonDerivative · entry 1 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,420 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 246 accrued dividend equivalent units. Read SEC document |
| October 04, 2024 Filed Oct 8, 2024 14:11 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 30,000 | $89.64 | $2,689,200.00 |
DisclosureSEC source: 0000950170-24-113425 · ownership.xml · nonDerivative · entry 1 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 145,088 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.36 to $89.85, 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 to this Form 4. Read SEC document |
| May 20, 2024 Filed May 22, 2024 14:00 UTC | SOUTHERN CO SO · Entity 1308 | GiftSouthern Company Common Stock | 17,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-005683 · doc4.xml · nonDerivative · entry 1 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,088 F1 · security: Shares were a bona fide gift to a charitable organization. Read SEC document |
| February 13, 2024 Filed Feb 14, 2024 21:00 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,748 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003341 · doc4.xml · derivative · entry 4 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,749 Underlying: Southern Company Common Stock · 2,748 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 | 1,341 | $67.51 | $90,530.91 |
DisclosureSEC source: 0001209191-24-003341 · doc4.xml · nonDerivative · entry 2 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 192,088 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 | 2,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003341 · doc4.xml · nonDerivative · entry 1 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 193,429 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 222 accrued dividend equivalent units. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 22:26 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,086 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003045 · doc4.xml · derivative · entry 6 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,172 Underlying: Southern Company Common Stock · 3,086 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 22:26 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,290 | $66.95 | $86,365.50 |
DisclosureSEC source: 0001209191-24-003045 · doc4.xml · nonDerivative · entry 4 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 190,459 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 22:26 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,214 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003045 · doc4.xml · nonDerivative · entry 3 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 191,749 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 128 accrued dividend equivalent units. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 22:26 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 19,393 | $66.95 | $1,298,361.35 |
DisclosureSEC source: 0001209191-24-003045 · doc4.xml · nonDerivative · entry 2 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,535 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 22:26 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 43,918 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003045 · doc4.xml · nonDerivative · entry 1 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,928 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 21:28 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,955 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002911 · doc4.xml · derivative · entry 4 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 2,955 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 21:28 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,409 | $68.65 | $96,727.85 |
DisclosureSEC source: 0001209191-24-002911 · doc4.xml · nonDerivative · entry 2 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,010 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 03, 2024 Filed Feb 6, 2024 21:28 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,328 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002911 · doc4.xml · nonDerivative · entry 1 Kerr, II James Y · CIK 0001601624 · Chairman, President & CEO, GAS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,419 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 373 accrued dividend equivalent units. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:45 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,749 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009785 · doc4.xml · derivative · entry 6 Kerr, II James Y · CIK 0001601624 · EVP, Chief Legal Officer & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,497 Underlying: Southern Company Common Stock · 2,749 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · shares: Represents first 1/3 of performance restricted stock units granted on February 13, 2022. The remaining award will vest 1/3 in 2024 and 1/3 in 2025. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents first 1/3 of performance restricted stock units granted on February 13, 2022. The remaining award will vest 1/3 in 2024 and 1/3 in 2025. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents first 1/3 of performance restricted stock units granted on February 13, 2022. The remaining award will vest 1/3 in 2024 and 1/3 in 2025. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:45 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,287 | $67.13 | $86,396.31 |
DisclosureSEC source: 0001209191-23-009785 · doc4.xml · nonDerivative · entry 4 Kerr, II James Y · CIK 0001601624 · EVP, Chief Legal Officer & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,091 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:45 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 2,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009785 · doc4.xml · nonDerivative · entry 3 Kerr, II James Y · CIK 0001601624 · EVP, Chief Legal Officer & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,378 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 104 accrued dividend equivalent units. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:45 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 16,694 | $67.13 | $1,120,668.22 |
DisclosureSEC source: 0001209191-23-009785 · doc4.xml · nonDerivative · entry 2 Kerr, II James Y · CIK 0001601624 · EVP, Chief Legal Officer & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,525 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:45 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 37,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009785 · doc4.xml · nonDerivative · entry 1 Kerr, II James Y · CIK 0001601624 · EVP, Chief Legal Officer & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,219 F1 · shares: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2020-2022 award. The Compensation and Management Succession Committee certified performance on February 13, 2023. Includes accrued dividend equivalent units. Read SEC document |
| February 11, 2023 Filed Feb 14, 2023 22:25 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,487 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009274 · doc4.xml · derivative · entry 4 Kerr, II James Y · CIK 0001601624 · EVP, Chief Legal Officer & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 2,487 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Represents final 1/3 of performance restricted stock units granted on February 11, 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents final 1/3 of performance restricted stock units granted on February 11, 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents final 1/3 of performance restricted stock units granted on February 11, 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2023 Filed Feb 14, 2023 22:25 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,266 | $66.88 | $84,670.08 |
DisclosureSEC source: 0001209191-23-009274 · doc4.xml · nonDerivative · entry 2 Kerr, II James Y · CIK 0001601624 · EVP, Chief Legal Officer & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,205 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2023 Filed Feb 14, 2023 22:25 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 2,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009274 · doc4.xml · nonDerivative · entry 1 Kerr, II James Y · CIK 0001601624 · EVP, Chief Legal Officer & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,471 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 11, 2020. Includes 318 accrued dividend equivalent units. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 21:48 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,955 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007564 · doc4.xml · derivative · entry 4 Kerr, II James Y · CIK 0001601624 · EVP, Chief Legal Officer & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,955 Underlying: Southern Company Common Stock · 2,955 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Represents second 1/3 of performance restricted stock units granted on February 3, 2021. The remaining 1/3 of the award will vest in 2024. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents second 1/3 of performance restricted stock units granted on February 3, 2021. The remaining 1/3 of the award will vest in 2024. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents second 1/3 of performance restricted stock units granted on February 3, 2021. The remaining 1/3 of the award will vest in 2024. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 21:48 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,516 | $67.27 | $101,981.32 |
DisclosureSEC source: 0001209191-23-007564 · doc4.xml · nonDerivative · entry 2 Kerr, II James Y · CIK 0001601624 · EVP, Chief Legal Officer & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,666 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 21:48 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,195 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007564 · doc4.xml · nonDerivative · entry 1 Kerr, II James Y · CIK 0001601624 · EVP, Chief Legal Officer & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,182 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 240 accrued dividend equivalent units. Read SEC document |
| July 29, 2022 Filed Aug 1, 2022 20:55 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 25,000 | $0.00 Strike: $42.16 | $0.00 |
DisclosureSEC source: 0001209191-22-043687 · doc4.xml · derivative · entry 4 Kerr, II James Y · CIK 0001601624 · EVP, Chief Legal Officer & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 25,000 shares Expires 2024-03-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| July 29, 2022 Filed Aug 1, 2022 20:55 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 25,000 | $76.00 | $1,900,000.00 |
DisclosureSEC source: 0001209191-22-043687 · doc4.xml · nonDerivative · entry 2 Kerr, II James Y · CIK 0001601624 · EVP, Chief Legal Officer & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,987 F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. 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.