Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHERN COSO · Entity 1308 | EVP & CFO | 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 | 48,156 |
Ending reported balance
After 2026-02-11 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-02-11 · Grant · Acquired 9,454 · Balance 50,783 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 2,914 · Balance 47,869 F2: Shares withheld to satisfy required state and federal tax withholding requirements. Row 3 · 2026-02-11 · Exercise / conversion · Acquired 568 · Balance 48,437 F3: Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on August 1, 2025. The Compensation and Talent Development Committee certified performance on February 11, 2026. Includes 10 accrued dividend equivalent units. Row 4 · 2026-02-11 · Tax withholding · Disposed 281 · Balance 48,156 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 | 1,114 |
Reported balance
After 2026-02-11 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-02-11 · Exercise / conversion · Disposed 558 · Balance 1,114 F4: Represents first 1/3 of performance restricted stock units granted on August 1, 2025. The remaining award will vest 1/3 in 2027 and 1/3 in 2028. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2023-2025 award. The Compensation and Talent Development Committee certified performance on February 11, 2026. Includes accrued dividend equivalent units.
F2: Shares withheld to satisfy required state and federal tax withholding requirements.
F3: Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on August 1, 2025. The Compensation and Talent Development Committee certified performance on February 11, 2026. Includes 10 accrued dividend equivalent units.
F4: Represents first 1/3 of performance restricted stock units granted on August 1, 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 | 558 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-051206 · ownership.xml · derivative · entry 5 Poroch David P. · CIK 0001616250 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,114 Underlying: Southern Company Common Stock · 558 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 August 1, 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 August 1, 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 August 1, 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 | 281 | $90.86 | $25,531.66 |
DisclosureSEC source: 0001193125-26-051206 · ownership.xml · nonDerivative · entry 4 Poroch David P. · CIK 0001616250 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,156 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 | 568 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-051206 · ownership.xml · nonDerivative · entry 3 Poroch David P. · CIK 0001616250 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,437 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 August 1, 2025. The Compensation and Talent Development Committee certified performance on February 11, 2026. Includes 10 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 | 2,914 | $90.86 | $264,766.04 |
DisclosureSEC source: 0001193125-26-051206 · ownership.xml · nonDerivative · entry 2 Poroch David P. · CIK 0001616250 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,869 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 | 9,454 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-051206 · ownership.xml · nonDerivative · entry 1 Poroch David P. · CIK 0001616250 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,783 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 05, 2026 Filed Feb 9, 2026 13:39 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 566 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-041988 · ownership.xml · derivative · entry 4 Poroch David P. · CIK 0001616250 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,130 Underlying: Southern Company Common Stock · 566 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Represents first 1/3 of 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. F3 · derivative.exercise_date: Represents first 1/3 of 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. F3 · derivative.expiration_date: Represents first 1/3 of 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 05, 2026 Filed Feb 9, 2026 13:39 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 160 | $91.08 | $14,572.80 |
DisclosureSEC source: 0001193125-26-041988 · ownership.xml · nonDerivative · entry 2 Poroch David P. · CIK 0001616250 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,329 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 13:39 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 585 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-041988 · ownership.xml · nonDerivative · entry 1 Poroch David P. · CIK 0001616250 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,489 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 restricted stock units granted on February 5, 2025. Includes 19 accrued dividend equivalent units. Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 23:18 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co. Restricted Stock Units Holdings · Derivative | 655 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-036071 · ownership.xml · derivative · entry 8 Poroch David P. · CIK 0001616250 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 655 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 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. F6 · 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. F6 · 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 23:18 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 256 | $89.31 | $22,863.36 |
DisclosureSEC source: 0001193125-26-036071 · ownership.xml · nonDerivative · entry 6 Poroch David P. · CIK 0001616250 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,904 F4 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 23:18 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 731 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-036071 · ownership.xml · nonDerivative · entry 5 Poroch David P. · CIK 0001616250 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,160 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: Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 1, 2023. Includes 76 accrued dividend equivalent units. Read SEC document |
| January 31, 2026 Filed Feb 3, 2026 23:18 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 676 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-036071 · ownership.xml · derivative · entry 9 Poroch David P. · CIK 0001616250 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 676 Underlying: Southern Company Common Stock · 676 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. F7 · shares: Represents second 1/3 of 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. F7 · derivative.exercise_date: Represents second 1/3 of 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. F7 · derivative.expiration_date: Represents second 1/3 of 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 23:18 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 198 | $89.31 | $17,683.38 |
DisclosureSEC source: 0001193125-26-036071 · ownership.xml · nonDerivative · entry 4 Poroch David P. · CIK 0001616250 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,429 F4 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| January 31, 2026 Filed Feb 3, 2026 23:18 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 725 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-036071 · ownership.xml · nonDerivative · entry 3 Poroch David P. · CIK 0001616250 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,627 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 second 1/3 of restricted stock units granted on January 31, 2024. Includes 49 accrued dividend equivalent units. Read SEC document |
| April 30, 2025 Filed Feb 3, 2026 23:18 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 57 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-036071 · ownership.xml · derivative · entry 10 Poroch David P. · CIK 0001616250 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,696 Underlying: Southern Company Common Stock · 57 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. F8 · shares: Represents restricted stock units granted on February 5, 2025, payable in Southern Company common stock and vest 1/3 per year on the first, second and third anniversary of the grant date. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy income tax requirements. F8 · derivative.exercise_date: Represents restricted stock units granted on February 5, 2025, payable in Southern Company common stock and vest 1/3 per year on the first, second and third anniversary of the grant date. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy income tax requirements. F8 · derivative.expiration_date: Represents restricted stock units granted on February 5, 2025, payable in Southern Company common stock and vest 1/3 per year on the first, second and third anniversary of the grant date. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy income tax requirements. Read SEC document |
| April 30, 2025 Filed Feb 3, 2026 23:18 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 58 | $91.89 | $5,329.62 |
DisclosureSEC source: 0001193125-26-036071 · ownership.xml · nonDerivative · entry 2 Poroch David P. · CIK 0001616250 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,902 F2 · shares: Represents shares delivered to the Company to cover FICA withholding obligations due because Reporting Person is retirement eligible pursuant to his applicable stock grant documents. Read SEC document |
| April 30, 2025 Filed Feb 3, 2026 23:18 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 58 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-036071 · ownership.xml · nonDerivative · entry 1 Poroch David P. · CIK 0001616250 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,960 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: Represents shares delivered to the Company to cover FICA withholding obligations due because Reporting Person is retirement eligible pursuant to his applicable stock grant documents. Includes 1 accrued dividend equivalent unit. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:00 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 429 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022169 · ownership.xml · derivative · entry 4 Poroch David P. · CIK 0001616250 · Comptroller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 429 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Represents final 1/3 of restricted stock units granted on February 13, 2022. Each restricted stock unit represents the right to receive, at settlement one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents final 1/3 of restricted stock units granted on February 13, 2022. Each restricted stock unit represents the right to receive, at settlement one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents final 1/3 of restricted stock units granted on February 13, 2022. Each restricted stock unit represents the right to receive, at settlement one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.underlying_shares: Represents final 1/3 of restricted stock units granted on February 13, 2022. Each restricted stock unit represents the right to receive, at settlement one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:00 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 144 | $86.78 | $12,496.32 |
DisclosureSEC source: 0000950170-25-022169 · ownership.xml · nonDerivative · entry 2 Poroch David P. · CIK 0001616250 · Comptroller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,902 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 | 480 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022169 · ownership.xml · nonDerivative · entry 1 Poroch David P. · CIK 0001616250 · Comptroller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,046 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares acquired upon vesting of final 1/3 of restricted stock units granted on February 13, 2022. Includes 51 accrued dividend equivalent units. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 22:00 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Co Restricted Stock Units · Derivative | 1,753 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-016417 · ownership.xml · derivative · entry 4 Poroch David P. · CIK 0001616250 · Comptroller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,753 Underlying: Southern Company Common Stock · 1,753 shares Expires not disclosed F3 · shares: Restricted stock units are payable in Southern Company common stock and vest 1/3 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. The grant was approved by the Compensation and Talent Development Committee on February 5, 2025. F3 · derivative.exercise_date: Restricted stock units are payable in Southern Company common stock and vest 1/3 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. The grant was approved by the Compensation and Talent Development Committee on February 5, 2025. F3 · derivative.expiration_date: Restricted stock units are payable in Southern Company common stock and vest 1/3 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. The grant was approved by the Compensation and Talent Development Committee on February 5, 2025. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 22:00 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,728 | $83.87 | $144,927.36 |
DisclosureSEC source: 0000950170-25-016417 · ownership.xml · nonDerivative · entry 2 Poroch David P. · CIK 0001616250 · Comptroller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,566 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 | 5,826 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-016417 · ownership.xml · nonDerivative · entry 1 Poroch David P. · CIK 0001616250 · Comptroller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,294 F1 · 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 01, 2025 Filed Feb 4, 2025 20:00 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co. Restricted Stock Units Holdings · Derivative | 655 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-013210 · ownership.xml · derivative · entry 6 Poroch David P. · CIK 0001616250 · Comptroller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 655 Underlying: Southern Company Common Stock · 655 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 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. F4 · 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. F4 · 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 | 211 | $83.95 | $17,713.45 |
DisclosureSEC source: 0000950170-25-013210 · ownership.xml · nonDerivative · entry 2 Poroch David P. · CIK 0001616250 · Comptroller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,092 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 | 707 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-013210 · ownership.xml · nonDerivative · entry 1 Poroch David P. · CIK 0001616250 · Comptroller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,303 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 52 accrued dividend equivalent units. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 20:00 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 676 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-013210 · ownership.xml · derivative · entry 7 Poroch David P. · CIK 0001616250 · Comptroller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,352 Underlying: Southern Company Common Stock · 676 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 first 1/3 of 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. F5 · derivative.exercise_date: Represents first 1/3 of 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. F5 · derivative.expiration_date: Represents first 1/3 of 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 |
| January 31, 2025 Filed Feb 4, 2025 20:00 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 325 | $83.95 | $27,283.75 |
DisclosureSEC source: 0000950170-25-013210 · ownership.xml · nonDerivative · entry 4 Poroch David P. · CIK 0001616250 · Comptroller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,468 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 20:00 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 701 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-013210 · ownership.xml · nonDerivative · entry 3 Poroch David P. · CIK 0001616250 · Comptroller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,793 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 restricted stock units granted on January 31, 2024. Includes 25 accrued dividend equivalent units. Read SEC document |
| February 13, 2024 Filed Feb 14, 2024 21:01 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 429 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003345 · doc4.xml · derivative · entry 4 Poroch David P. · CIK 0001616250 · Comptroller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 429 Underlying: Southern Company Common Stock · 429 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Represents second 1/3 of restricted stock units granted on February 13, 2022. The remaining 1/3 of the award will vest in 2025. Each restricted stock unit represents the right to receive, at settlement one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents second 1/3 of restricted stock units granted on February 13, 2022. The remaining 1/3 of the award will vest in 2025. Each restricted stock unit represents the right to receive, at settlement one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents second 1/3 of restricted stock units granted on February 13, 2022. The remaining 1/3 of the award will vest in 2025. Each restricted stock unit represents the right to receive, at settlement one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 13, 2024 Filed Feb 14, 2024 21:01 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 141 | $67.51 | $9,518.91 |
DisclosureSEC source: 0001209191-24-003345 · doc4.xml · nonDerivative · entry 2 Poroch David P. · CIK 0001616250 · Comptroller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,596 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2024 Filed Feb 14, 2024 21:01 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 464 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003345 · doc4.xml · nonDerivative · entry 1 Poroch David P. · CIK 0001616250 · Comptroller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,737 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares acquired upon vesting of second 1/3 of restricted stock units granted on February 13, 2022. Includes 35 accrued dividend equivalent units. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 22:29 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 2,045 | $66.95 | $136,912.75 |
DisclosureSEC source: 0001209191-24-003048 · doc4.xml · nonDerivative · entry 2 Poroch David P. · CIK 0001616250 · Comptroller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,273 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 22:29 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 6,791 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003048 · doc4.xml · nonDerivative · entry 1 Poroch David P. · CIK 0001616250 · Comptroller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,318 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 06, 2024 Filed Feb 8, 2024 21:32 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Co Restricted Stock Units · Derivative | 2,028 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002993 · doc4.xml · derivative · entry 1 Poroch David P. · CIK 0001616250 · Comptroller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,028 Underlying: Southern Company Common Stock · 2,028 shares Expires not disclosed F1 · shares: Restricted stock units are payable in Southern Company common stock and vest 1/3 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. The grant was approved by the Compensation and Talent Development Committee on January 31, 2024 and fixed and determinable on February 6, 2024. F1 · derivative.exercise_date: Restricted stock units are payable in Southern Company common stock and vest 1/3 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. The grant was approved by the Compensation and Talent Development Committee on January 31, 2024 and fixed and determinable on February 6, 2024. F1 · derivative.expiration_date: Restricted stock units are payable in Southern Company common stock and vest 1/3 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. The grant was approved by the Compensation and Talent Development Committee on January 31, 2024 and fixed and determinable on February 6, 2024. Read SEC document |
| February 03, 2024 Filed Feb 6, 2024 21:34 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 457 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002920 · doc4.xml · derivative · entry 4 Poroch David P. · CIK 0001616250 · Comptroller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 457 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Represents final 1/3 of restricted stock units granted on February 3, 2021. Each restricted stock unit represents the right to receive, at settlement one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents final 1/3 of restricted stock units granted on February 3, 2021. Each restricted stock unit represents the right to receive, at settlement one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents final 1/3 of restricted stock units granted on February 3, 2021. Each restricted stock unit represents the right to receive, at settlement one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 03, 2024 Filed Feb 6, 2024 21:34 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 156 | $68.65 | $10,709.40 |
DisclosureSEC source: 0001209191-24-002920 · doc4.xml · nonDerivative · entry 2 Poroch David P. · CIK 0001616250 · Comptroller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,527 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 03, 2024 Filed Feb 6, 2024 21:34 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 515 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002920 · doc4.xml · nonDerivative · entry 1 Poroch David P. · CIK 0001616250 · Comptroller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,683 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares acquired upon vesting of final 1/3 of restricted stock units granted on February 3, 2021. Includes 58 accrued dividend equivalent units. Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 21:43 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 656 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002667 · doc4.xml · derivative · entry 4 Poroch David P. · CIK 0001616250 · Comptroller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,310 Underlying: Southern Company Common Stock · 656 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 first 1/3 of 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. F3 · derivative.exercise_date: Represents first 1/3 of 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. F3 · derivative.expiration_date: Represents first 1/3 of 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 01, 2024 Filed Feb 2, 2024 21:43 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 207 | $70.50 | $14,593.50 |
DisclosureSEC source: 0001209191-24-002667 · doc4.xml · nonDerivative · entry 2 Poroch David P. · CIK 0001616250 · Comptroller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,168 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 21:43 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 684 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002667 · doc4.xml · nonDerivative · entry 1 Poroch David P. · CIK 0001616250 · Comptroller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,375 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 restricted stock units granted on February 1, 2023. Includes 28 accrued dividend equivalent units. Read SEC document |
| January 17, 2024 Filed Jan 18, 2024 21:32 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 10,099 | $0.00 Strike: $41.28 | $0.00 |
DisclosureSEC source: 0001209191-24-001852 · doc4.xml · derivative · entry 4 Poroch David P. · CIK 0001616250 · Comptroller 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 10,099 shares Expires 2024-02-10 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 |
| January 17, 2024 Filed Jan 18, 2024 21:32 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 10,099 | $69.96 | $706,526.04 |
DisclosureSEC source: 0001209191-24-001852 · doc4.xml · nonDerivative · entry 2 Poroch David P. · CIK 0001616250 · Comptroller 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 28,691 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.73 to $70.17, 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 |
| January 17, 2024 Filed Jan 18, 2024 21:32 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 10,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001852 · doc4.xml · nonDerivative · entry 1 Poroch David P. · CIK 0001616250 · Comptroller 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,790 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 16, 2023 Filed Nov 17, 2023 22:04 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 10,000 | $0.00 Strike: $41.28 | $0.00 |
DisclosureSEC source: 0001209191-23-055788 · doc4.xml · derivative · entry 5 Poroch David P. · CIK 0001616250 · Comptroller 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,099 Underlying: Southern Company Common Stock · 10,000 shares Expires 2024-02-10 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 |
| November 16, 2023 Filed Nov 17, 2023 22:04 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 10,000 | $69.39 | $693,900.00 |
DisclosureSEC source: 0001209191-23-055788 · doc4.xml · nonDerivative · entry 2 Poroch David P. · CIK 0001616250 · Comptroller 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 28,691 Read SEC document |
| November 16, 2023 Filed Nov 17, 2023 22:04 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 10,000 | $41.28 | $412,800.00 |
DisclosureSEC source: 0001209191-23-055788 · doc4.xml · nonDerivative · entry 1 Poroch David P. · CIK 0001616250 · Comptroller 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,691 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 05, 2023 Filed Jun 6, 2023 21:14 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 10,000 | $0.00 Strike: $41.28 | $0.00 |
DisclosureSEC source: 0001209191-23-034809 · doc4.xml · derivative · entry 5 Poroch David P. · CIK 0001616250 · Comptroller 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 20,099 Underlying: Southern Company Common Stock · 10,000 shares Expires 2024-02-10 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 |
| June 05, 2023 Filed Jun 6, 2023 21:14 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 10,000 | $70.05 | $700,500.00 |
DisclosureSEC source: 0001209191-23-034809 · doc4.xml · nonDerivative · entry 2 Poroch David P. · CIK 0001616250 · Comptroller 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 28,691 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.00 to $70.14, 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 05, 2023 Filed Jun 6, 2023 21:14 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-034809 · doc4.xml · nonDerivative · entry 1 Poroch David P. · CIK 0001616250 · Comptroller 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,691 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.