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 |
|---|---|---|---|---|---|---|
| July 29, 2022 Filed Aug 1, 2022 20:55 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 25,000 | $42.16 | $1,054,000.00 |
DisclosureSEC source: 0001209191-22-043687 · 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: 161,987 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 22:44 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,956 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009897 · 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: 5,910 Underlying: Southern Company Common Stock · 2,956 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 22:44 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 23,902 | $66.79 | $1,596,414.58 |
DisclosureSEC source: 0001209191-22-009897 · 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: 136,987 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:44 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 53,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009897 · 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: 160,889 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 22:44 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,244 | $66.79 | $83,086.76 |
DisclosureSEC source: 0001209191-22-009897 · 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: 107,593 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:44 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009897 · 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: 108,837 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 124 accrued dividend equivalent units. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:07 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,486 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009520 · doc4.xml · derivative · entry 7 Kerr, II James Y · CIK 0001601624 · EVP, Chief Legal Officer & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,487 Underlying: Southern Company Common Stock · 2,486 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · security: Represents second 1/3 of performance restricted stock units granted on February 11, 2020. The remaining 1/3 of the award will vest in 2023. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F5 · derivative.exercise_date: Represents second 1/3 of performance restricted stock units granted on February 11, 2020. The remaining 1/3 of the award will vest in 2023. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F5 · derivative.expiration_date: Represents second 1/3 of performance restricted stock units granted on February 11, 2020. The remaining 1/3 of the award will vest in 2023. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:07 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,355 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009520 · 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: 0 Underlying: Southern Company Common Stock · 3,355 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Represents final 1/3 of performance restricted stock units granted on February 11, 2019. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents final 1/3 of performance restricted stock units granted on February 11, 2019. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents final 1/3 of performance restricted stock units granted on February 11, 2019. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:07 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,092 | $66.79 | $72,934.68 |
DisclosureSEC source: 0001209191-22-009520 · 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: 105,757 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:07 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 2,702 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009520 · 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: 106,849 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 11, 2020. Includes 216 accrued dividend equivalent units. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:07 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,578 | $66.79 | $105,394.62 |
DisclosureSEC source: 0001209191-22-009520 · 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: 104,147 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:07 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,807 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009520 · 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: 105,725 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 11, 2019. Includes 452 accrued dividend equivalent units. Read SEC document |
| April 20, 2021 Filed Apr 21, 2021 20:40 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 25,000 | $0.00 Strike: $42.16 | $0.00 |
DisclosureSEC source: 0001209191-21-027802 · 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: 25,000 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 |
| April 20, 2021 Filed Apr 21, 2021 20:40 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 25,000 | $66.16 | $1,654,000.00 |
DisclosureSEC source: 0001209191-21-027802 · 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: 101,918 Read SEC document |
| April 20, 2021 Filed Apr 21, 2021 20:40 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 25,000 | $42.16 | $1,054,000.00 |
DisclosureSEC source: 0001209191-21-027802 · 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: 126,918 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 21:50 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,617 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016132 · 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 · 3,617 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Represents final 1/3 of performance restricted stock units granted on February 27, 2018. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements F3 · derivative.exercise_date: Represents final 1/3 of performance restricted stock units granted on February 27, 2018. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements F3 · derivative.expiration_date: Represents final 1/3 of performance restricted stock units granted on February 27, 2018. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:50 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,877 | $56.72 | $106,463.44 |
DisclosureSEC source: 0001209191-21-016132 · 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: 101,918 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:50 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 4,137 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016132 · 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: 103,795 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 27, 2018. Includes 520 accrued dividend equivalent units. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:42 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 22,950 | $60.10 | $1,379,295.00 |
DisclosureSEC source: 0001209191-21-011292 · 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: 99,658 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:42 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 51,745 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-011292 · 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: 122,608 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 22:12 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,355 | $61.29 Strike: $0.00 | $205,627.95 |
DisclosureSEC source: 0001209191-21-010845 · 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: 3,355 Underlying: Southern Company Common Stock · 3,355 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Represents performance restricted stock units granted on February 11, 2019. The remaining 1/3 of the award will vest in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents performance restricted stock units granted on February 11, 2019. The remaining 1/3 of the award will vest in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents performance restricted stock units granted on February 11, 2019. The remaining 1/3 of the award will vest in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 22:12 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,476 | $61.29 | $90,464.04 |
DisclosureSEC source: 0001209191-21-010845 · 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: 70,863 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 22:12 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,655 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010845 · 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: 72,339 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 11, 2019. Includes 300 accrued dividend equivalent units. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:18 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,487 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008198 · 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: 4,973 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 · security: Represents performance share units granted on February 11, 2020. The Compensation and Management Succession Committee certified performance on February 3, 2021 and the first 1/3 vested. The remaining award will vest 1/3 in 2022 and 1/3 in 2023. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents performance share units granted on February 11, 2020. The Compensation and Management Succession Committee certified performance on February 3, 2021 and the first 1/3 vested. The remaining award will vest 1/3 in 2022 and 1/3 in 2023. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents performance share units granted on February 11, 2020. The Compensation and Management Succession Committee certified performance on February 3, 2021 and the first 1/3 vested. The remaining award will vest 1/3 in 2022 and 1/3 in 2023. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:18 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,117 | $59.45 | $66,405.65 |
DisclosureSEC source: 0001209191-21-008198 · 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: 68,684 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:18 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 2,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008198 · 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: 69,801 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 11, 2020. The Compensation Committee and Management Succession Committee certified performance on February 3, 2021. Includes 108 accrued dividend equivalent units. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 22:22 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 25,000 | $0.00 Strike: $42.16 | $0.00 |
DisclosureSEC source: 0001209191-20-057692 · doc4.xml · derivative · entry 7 Kerr, II James Y · CIK 0001601624 · EVP, Chief Legal Officer & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 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 |
| November 09, 2020 Filed Nov 10, 2020 22:22 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 25,000 | $0.00 Strike: $42.16 | $0.00 |
DisclosureSEC source: 0001209191-20-057692 · 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: 75,000 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 |
| November 09, 2020 Filed Nov 10, 2020 22:22 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 25,000 | $64.16 | $1,604,000.00 |
DisclosureSEC source: 0001209191-20-057692 · 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: 67,206 Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 22:22 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 25,000 | $62.16 | $1,554,000.00 |
DisclosureSEC source: 0001209191-20-057692 · 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: 92,206 Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 22:22 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 25,000 | $42.16 | $1,054,000.00 |
DisclosureSEC source: 0001209191-20-057692 · 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: 117,206 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 |
| November 09, 2020 Filed Nov 10, 2020 22:22 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 25,000 | $42.16 | $1,054,000.00 |
DisclosureSEC source: 0001209191-20-057692 · 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: 92,206 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 |
| June 08, 2020 Filed Jun 9, 2020 22:47 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 50,000 | $0.00 Strike: $42.16 | $0.00 |
DisclosureSEC source: 0001209191-20-035387 · 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: 100,000 Underlying: Southern Company Common Stock · 50,000 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. F2 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| June 08, 2020 Filed Jun 9, 2020 22:47 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 50,000 | $59.41 | $2,970,500.00 |
DisclosureSEC source: 0001209191-20-035387 · 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: 67,206 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $58.30 to $60.16, 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 purchased at each separate price within the range set forth in this footnote (1) to this Form 4. Read SEC document |
| June 08, 2020 Filed Jun 9, 2020 22:47 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 50,000 | $42.16 | $2,108,000.00 |
DisclosureSEC source: 0001209191-20-035387 · 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: 117,206 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, 2020 Filed Mar 2, 2020 22:01 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,617 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014561 · 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: 3,617 Underlying: Southern Company Common Stock · 3,617 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Represents performance restricted stock units granted on February 27, 2018. The remaining 1/3 award will vest in 2021. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents performance restricted stock units granted on February 27, 2018. The remaining 1/3 award will vest in 2021. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents performance restricted stock units granted on February 27, 2018. The remaining 1/3 award will vest in 2021. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 22:01 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,784 | $62.88 | $112,177.92 |
DisclosureSEC source: 0001209191-20-014561 · 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: 67,206 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 22:01 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014561 · 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: 68,990 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 27, 2018. Includes 314 accrued dividend equivalent units. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:59 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,971 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010233 · doc4.xml · derivative · entry 7 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 · 2,971 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Represents final 1/3 of performance restricted stock units granted on February 13, 2017. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents final 1/3 of performance restricted stock units granted on February 13, 2017. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents final 1/3 of performance restricted stock units granted on February 13, 2017. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:59 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 678 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010233 · 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: 0 Underlying: Southern Company Common Stock · 678 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: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2020, the remaining 678 RSUs and 103 dividend equivalent units vested. F3 · derivative.exercise_date: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2020, the remaining 678 RSUs and 103 dividend equivalent units vested. F3 · derivative.expiration_date: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2020, the remaining 678 RSUs and 103 dividend equivalent units vested. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:59 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 355 | $69.54 | $24,686.70 |
DisclosureSEC source: 0001209191-20-010233 · 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: 65,059 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:59 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 781 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010233 · 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: 65,414 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: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2020, the remaining 678 RSUs and 103 dividend equivalent units vested. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:59 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,550 | $69.54 | $107,787.00 |
DisclosureSEC source: 0001209191-20-010233 · 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: 64,633 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:59 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010233 · 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: 66,183 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of the final 1/3 of performance restricted stock units granted on February 13, 2017. Includes 445 accrued dividend equivalent units. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:31 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,355 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009362 · 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: 6,710 Underlying: Southern Company Common Stock · 3,355 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Represents performance restricted stock units granted on February 11, 2019. The Compensation and Management Succession Committee certified performance on February 11, 2020 and the first 1/3 vested. The remaining award will vest 1/3 in 2021 and 1/3 in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents performance restricted stock units granted on February 11, 2019. The Compensation and Management Succession Committee certified performance on February 11, 2020 and the first 1/3 vested. The remaining award will vest 1/3 in 2021 and 1/3 in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents performance restricted stock units granted on February 11, 2019. The Compensation and Management Succession Committee certified performance on February 11, 2020 and the first 1/3 vested. The remaining award will vest 1/3 in 2021 and 1/3 in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:31 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,430 | $68.59 | $98,083.70 |
DisclosureSEC source: 0001209191-20-009362 · 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: 62,767 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:31 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,504 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009362 · 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: 64,197 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 11, 2019. The Compensation Committee and Management Succession Committee certified performance on February 11, 2020. Includes 149 accrued dividend equivalent units. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:31 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 13,957 | $68.59 | $957,310.63 |
DisclosureSEC source: 0001209191-20-009362 · 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: 60,693 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:31 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 31,995 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009362 · 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: 74,650 F1 · security: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2017-2019 award. The Compensation and Management Succession Committee certified performance on February 11, 2020. Includes accrued dividend equivalent units. Read SEC document |
| December 17, 2019 Filed Dec 18, 2019 21:35 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 25,000 | $0.00 Strike: $42.16 | $0.00 |
DisclosureSEC source: 0001209191-19-061133 · 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: 150,000 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.