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 |
|---|---|---|---|---|---|---|
| December 17, 2019 Filed Dec 18, 2019 21:35 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 25,000 | $64.16 | $1,604,000.00 |
DisclosureSEC source: 0001209191-19-061133 · 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: 42,655 Read SEC document |
| December 17, 2019 Filed Dec 18, 2019 21:35 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 25,000 | $42.16 | $1,054,000.00 |
DisclosureSEC source: 0001209191-19-061133 · 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: 67,655 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 |
| September 24, 2019 Filed Sep 25, 2019 20:41 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 25,000 | $0.00 Strike: $42.16 | $0.00 |
DisclosureSEC source: 0001209191-19-050712 · 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: 175,000 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 |
| September 24, 2019 Filed Sep 25, 2019 20:41 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 25,000 | $62.16 | $1,554,000.00 |
DisclosureSEC source: 0001209191-19-050712 · 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: 42,655 Read SEC document |
| September 24, 2019 Filed Sep 25, 2019 20:41 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 25,000 | $42.16 | $1,054,000.00 |
DisclosureSEC source: 0001209191-19-050712 · 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: 67,655 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 |
| September 04, 2019 Filed Sep 5, 2019 22:42 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 25,000 | $0.00 Strike: $42.16 | $0.00 |
DisclosureSEC source: 0001209191-19-048638 · 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: 200,000 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 |
| September 04, 2019 Filed Sep 5, 2019 22:42 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 25,000 | $60.16 | $1,504,000.00 |
DisclosureSEC source: 0001209191-19-048638 · 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: 42,655 Read SEC document |
| September 04, 2019 Filed Sep 5, 2019 22:42 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 25,000 | $42.16 | $1,054,000.00 |
DisclosureSEC source: 0001209191-19-048638 · 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: 67,655 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 |
| August 08, 2019 Filed Aug 12, 2019 21:11 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 25,000 | $0.00 Strike: $42.16 | $0.00 |
DisclosureSEC source: 0001209191-19-045549 · 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: 225,000 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 |
| August 08, 2019 Filed Aug 12, 2019 21:11 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 25,000 | $58.16 | $1,454,000.00 |
DisclosureSEC source: 0001209191-19-045549 · 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: 42,655 Read SEC document |
| August 08, 2019 Filed Aug 12, 2019 21:11 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 25,000 | $42.16 | $1,054,000.00 |
DisclosureSEC source: 0001209191-19-045549 · 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: 67,655 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 20, 2019 Filed Jun 20, 2019 21:33 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 25,000 | $0.00 Strike: $42.16 | $0.00 |
DisclosureSEC source: 0001209191-19-038279 · 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: 250,000 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 |
| June 20, 2019 Filed Jun 20, 2019 21:33 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 25,000 | $56.16 | $1,404,000.00 |
DisclosureSEC source: 0001209191-19-038279 · 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: 42,655 Read SEC document |
| June 20, 2019 Filed Jun 20, 2019 21:33 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 25,000 | $42.16 | $1,054,000.00 |
DisclosureSEC source: 0001209191-19-038279 · 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: 67,655 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 10, 2019 Filed Jun 11, 2019 22:05 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 100,000 | $0.00 Strike: $42.16 | $0.00 |
DisclosureSEC source: 0001209191-19-036179 · 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: 275,000 Underlying: Southern Company Common Stock · 100,000 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 10, 2019 Filed Jun 11, 2019 22:05 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 100,000 | $54.40 | $5,440,000.00 |
DisclosureSEC source: 0001209191-19-036179 · 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: 42,655 F1 · price: The price reported in Column 4 of Table I is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.12 to $54.77, inclusive. The reporting person undertakes to provide to Southern Company, any security holder of Southern Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (1) to this Form 4. Read SEC document |
| June 10, 2019 Filed Jun 11, 2019 22:05 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 100,000 | $42.16 | $4,216,000.00 |
DisclosureSEC source: 0001209191-19-036179 · 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: 142,655 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 13, 2019 Filed Feb 15, 2019 22:25 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,971 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010712 · doc4.xml · derivative · entry 7 Kerr, II James Y · CIK 0001601624 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,971 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 performance restricted stock units granted on February 13, 2017. The remaining portion of the award will vest in 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. F4 · price: Represents performance restricted stock units granted on February 13, 2017. The remaining portion of the award will vest in 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. F4 · derivative.exercise_date: Represents performance restricted stock units granted on February 13, 2017. The remaining portion of the award will vest in 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. F4 · derivative.expiration_date: Represents performance restricted stock units granted on February 13, 2017. The remaining portion of the award will vest in 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 13, 2019 Filed Feb 15, 2019 22:25 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 677 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010712 · doc4.xml · derivative · entry 6 Kerr, II James Y · CIK 0001601624 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 678 Underlying: Southern Company Common Stock · 677 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2019, 677 RSUs and 68 dividend equivalent units vested. F3 · price: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2019, 677 RSUs and 68 dividend equivalent units vested. F3 · derivative.exercise_date: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2019, 677 RSUs and 68 dividend equivalent units vested. F3 · derivative.expiration_date: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2019, 677 RSUs and 68 dividend equivalent units vested. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:25 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 339 | $49.22 | $16,685.58 |
DisclosureSEC source: 0001209191-19-010712 · doc4.xml · nonDerivative · entry 4 Kerr, II James Y · CIK 0001601624 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,655 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:25 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 745 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010712 · doc4.xml · nonDerivative · entry 3 Kerr, II James Y · CIK 0001601624 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,994 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2019, 677 RSUs and 68 dividend equivalent units vested. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:25 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,485 | $49.22 | $73,091.70 |
DisclosureSEC source: 0001209191-19-010712 · doc4.xml · nonDerivative · entry 2 Kerr, II James Y · CIK 0001601624 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,249 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:25 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,272 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010712 · doc4.xml · nonDerivative · entry 1 Kerr, II James Y · CIK 0001601624 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,734 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 13, 2017. The Compensation and Management Succession Committee certified performance on February 13, 2018. Includes 301 accrued dividend equivalent units. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:37 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,617 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009793 · doc4.xml · derivative · entry 6 Kerr, II James Y · CIK 0001601624 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,234 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. F4 · security: Represents performance restricted stock units granted on February 27, 2018. The Compensation and Management Succession Committee certified performance on February 11, 2019 and the first 1/3 vested. The remaining award will vest 1/3 in 2020 and 1/3 in 2021. 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. F4 · price: Represents performance restricted stock units granted on February 27, 2018. The Compensation and Management Succession Committee certified performance on February 11, 2019 and the first 1/3 vested. The remaining award will vest 1/3 in 2020 and 1/3 in 2021. 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. F4 · derivative.exercise_date: Represents performance restricted stock units granted on February 27, 2018. The Compensation and Management Succession Committee certified performance on February 11, 2019 and the first 1/3 vested. The remaining award will vest 1/3 in 2020 and 1/3 in 2021. 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. F4 · derivative.expiration_date: Represents performance restricted stock units granted on February 27, 2018. The Compensation and Management Succession Committee certified performance on February 11, 2019 and the first 1/3 vested. The remaining award will vest 1/3 in 2020 and 1/3 in 2021. 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, 2019 Filed Feb 13, 2019 22:37 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 9,633 | $49.24 | $474,328.92 |
DisclosureSEC source: 0001209191-19-009793 · doc4.xml · nonDerivative · entry 4 Kerr, II James Y · CIK 0001601624 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,462 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:37 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 26,709 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009793 · doc4.xml · nonDerivative · entry 3 Kerr, II James Y · CIK 0001601624 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,095 F3 · security: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2016-2018 award. The Compensation and Management Succession Committee certified performance on February 11, 2019. Includes accrued dividend equivalent units. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:37 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,160 | $49.24 | $57,118.40 |
DisclosureSEC source: 0001209191-19-009793 · doc4.xml · nonDerivative · entry 2 Kerr, II James Y · CIK 0001601624 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,386 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:37 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,764 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009793 · doc4.xml · nonDerivative · entry 1 Kerr, II James Y · CIK 0001601624 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,546 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 27, 2018. The Compensation and Management Succession Committee certified performance on February 11, 2019. Includes 147 accrued dividend equivalent units. Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 22:42 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 677 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010044 · doc4.xml · derivative · entry 3 Kerr, II James Y · CIK 0001601624 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,355 Underlying: Southern Company Common Stock · 677 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2018, 677 RSUs and 30 dividend equivalent units vested. F1 · price: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2018, 677 RSUs and 30 dividend equivalent units vested. F1 · derivative.exercise_date: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2018, 677 RSUs and 30 dividend equivalent units vested. F1 · derivative.expiration_date: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2018, 677 RSUs and 30 dividend equivalent units vested. Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 22:42 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 323 | $44.62 | $14,412.26 |
DisclosureSEC source: 0001209191-18-010044 · doc4.xml · nonDerivative · entry 2 Kerr, II James Y · CIK 0001601624 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,782 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 22:42 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 707 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010044 · doc4.xml · nonDerivative · entry 1 Kerr, II James Y · CIK 0001601624 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,105 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: Restricted Stock Unit (RSU) award was granted on February 13, 2017. On February 13, 2018, 677 RSUs and 30 dividend equivalent units vested. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:38 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,972 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010039 · doc4.xml · derivative · entry 5 Kerr, II James Y · CIK 0001601624 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,942 Underlying: Southern Company Common Stock · 2,972 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 13, 2017. The Compensation and Management Succession Committee certified performance on February 12, 2018 and the first 1/3 vested. The remaining award will vest 1/3 in 2019 and 1/3 in 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. F4 · price: Represents performance restricted stock units granted on February 13, 2017. The Compensation and Management Succession Committee certified performance on February 12, 2018 and the first 1/3 vested. The remaining award will vest 1/3 in 2019 and 1/3 in 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. F4 · derivative.exercise_date: Represents performance restricted stock units granted on February 13, 2017. The Compensation and Management Succession Committee certified performance on February 12, 2018 and the first 1/3 vested. The remaining award will vest 1/3 in 2019 and 1/3 in 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. F4 · derivative.expiration_date: Represents performance restricted stock units granted on February 13, 2017. The Compensation and Management Succession Committee certified performance on February 12, 2018 and the first 1/3 vested. The remaining award will vest 1/3 in 2019 and 1/3 in 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 12, 2018 Filed Feb 14, 2018 22:38 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 9,055 | $44.68 | $404,577.40 |
DisclosureSEC source: 0001209191-18-010039 · doc4.xml · nonDerivative · entry 4 Kerr, II James Y · CIK 0001601624 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,398 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:38 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 26,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010039 · doc4.xml · nonDerivative · entry 3 Kerr, II James Y · CIK 0001601624 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,453 F3 · security: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2015-2017 award. The Compensation and Management Succession Committee certified performance on February 12, 2018. Includes accrued dividend equivalent units. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:38 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 994 | $44.68 | $44,411.92 |
DisclosureSEC source: 0001209191-18-010039 · doc4.xml · nonDerivative · entry 2 Kerr, II James Y · CIK 0001601624 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,113 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:38 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,107 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010039 · doc4.xml · nonDerivative · entry 1 Kerr, II James Y · CIK 0001601624 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,107 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 13, 2017. The Compensation and Management Succession Committee certified performance on February 12, 2018. Includes 135 accrued dividend equivalent units. Read SEC document |
| October 20, 2017 Filed Oct 24, 2017 19:36 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 25,000 | $0.00 Strike: $42.16 | $0.00 |
DisclosureSEC source: 0001209191-17-057834 · doc4.xml · derivative · entry 4 Kerr, II James Y · CIK 0001601624 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 375,000 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. F2 · security: Options vest 33% per year on the anniversary of the grant date. F3 · security: Includes the right to have shares withheld upon exercise to satisfy tax withholding obligations. Read SEC document |
| October 20, 2017 Filed Oct 24, 2017 19:36 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 25,000 | $52.16 | $1,304,000.00 |
DisclosureSEC source: 0001209191-17-057834 · doc4.xml · nonDerivative · entry 2 Kerr, II James Y · CIK 0001601624 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| October 20, 2017 Filed Oct 24, 2017 19:36 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 25,000 | $42.16 | $1,054,000.00 |
DisclosureSEC source: 0001209191-17-057834 · doc4.xml · nonDerivative · entry 1 Kerr, II James Y · CIK 0001601624 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,000 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 |
| May 05, 2017 Filed May 8, 2017 13:53 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 68,609 | $0.00 Strike: $42.16 | $0.00 |
DisclosureSEC source: 0001209191-17-030483 · doc4.xml · derivative · entry 4 Kerr, II James Y · CIK 0001601624 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,000 Underlying: Southern Company Common Stock · 68,609 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. Read SEC document |
| May 05, 2017 Filed May 8, 2017 13:53 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 68,609 | $50.05 | $3,434,113.72 |
DisclosureSEC source: 0001209191-17-030483 · doc4.xml · nonDerivative · entry 2 Kerr, II James Y · CIK 0001601624 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.90 to $50.1350, 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 footnote (1) to this Form 4. Read SEC document |
| May 05, 2017 Filed May 8, 2017 13:53 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 68,609 | $42.16 | $2,892,555.44 |
DisclosureSEC source: 0001209191-17-030483 · doc4.xml · nonDerivative · entry 1 Kerr, II James Y · CIK 0001601624 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,609 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 13, 2017 Filed Feb 15, 2017 14:42 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Co Restricted Stock Units · Derivative | 2,032 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-17-010933 · doc4.xml · derivative · entry 1 Kerr, II James Y · CIK 0001601624 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,032 Underlying: Southern Company Common Stock · 2,032 shares Expires not disclosed F1 · security: Restricted Stock Units are payable in Southern Company common stock and vest one-third per year on the first, second, and third anniversary of grant date. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F1 · kind: Restricted Stock Units are payable in Southern Company common stock and vest one-third per year on the first, second, and third anniversary of grant date. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F1 · price: Restricted Stock Units are payable in Southern Company common stock and vest one-third per year on the first, second, and third anniversary of grant date. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F1 · derivative.exercise_date: Restricted Stock Units are payable in Southern Company common stock and vest one-third per year on the first, second, and third anniversary of grant date. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F1 · derivative.expiration_date: Restricted Stock Units are payable in Southern Company common stock and vest one-third per year on the first, second, and third anniversary of grant date. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. 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.