Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHERN COSO · Entity 1308 | Chairman, President & CEO, MPC | February 13, 2025 | February 18, 2025 |
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 13, 2025 · Filed February 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Southern Company Common StockSEC Table I · non-derivative | Direct | 98,008 |
Ending reported balance
After 2025-02-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-02-13 · Exercise / conversion · Acquired 1,654 · Balance 98,738 F1: Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 13, 2022. Includes 178 accrued dividend equivalent units. Row 2 · 2025-02-13 · Tax withholding · Disposed 730 · Balance 98,008 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 | 0 |
Reported balance
After 2025-02-13 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-02-13 · Exercise / conversion · Disposed 1,476 · Balance 0 F3: Represents final 1/3 of performance restricted stock units granted on February 13, 2022. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. |
| Southern Company Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 23,553.633 |
Reported balance
Holding disclosure · report date 2025-02-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 23,553.633 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 13, 2022. Includes 178 accrued dividend equivalent units.
F2: Shares withheld to satisfy required state and federal tax withholding requirements.
F3: Represents final 1/3 of performance restricted stock units granted on February 13, 2022. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements.
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 13, 2025 Filed Feb 18, 2025 21:00 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 1,476 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022168 · ownership.xml · derivative · entry 4 Wilson Anthony L · CIK 0001538652 · Chairman, President & CEO, MPC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 1,476 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Represents final 1/3 of performance restricted stock units granted on February 13, 2022. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents final 1/3 of performance restricted stock units granted on February 13, 2022. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents final 1/3 of performance restricted stock units granted on February 13, 2022. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.underlying_shares: Represents final 1/3 of performance restricted stock units granted on February 13, 2022. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:00 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 730 | $86.78 | $63,349.40 |
DisclosureSEC source: 0000950170-25-022168 · ownership.xml · nonDerivative · entry 2 Wilson Anthony L · CIK 0001538652 · Chairman, President & CEO, MPC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,008 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 | 1,654 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022168 · ownership.xml · nonDerivative · entry 1 Wilson Anthony L · CIK 0001538652 · Chairman, President & CEO, MPC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,738 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 13, 2022. Includes 178 accrued dividend equivalent units. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 22:00 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 1,593 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-016418 · ownership.xml · derivative · entry 6 Wilson Anthony L · CIK 0001538652 · Chairman, President & CEO, MPC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,185 Underlying: Southern Company Common Stock · 1,593 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · shares: Represents first 1/3 of performance restricted stock units granted on January 31, 2024. The remaining award will vest 1/3 in 2026 and 1/3 in 2027. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents first 1/3 of performance restricted stock units granted on January 31, 2024. The remaining award will vest 1/3 in 2026 and 1/3 in 2027. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents first 1/3 of performance restricted stock units granted on January 31, 2024. The remaining award will vest 1/3 in 2026 and 1/3 in 2027. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 22:00 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 8,827 | $83.87 | $740,320.49 |
DisclosureSEC source: 0000950170-25-016418 · ownership.xml · nonDerivative · entry 4 Wilson Anthony L · CIK 0001538652 · Chairman, President & CEO, MPC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,084 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 | 20,038 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-016418 · ownership.xml · nonDerivative · entry 3 Wilson Anthony L · CIK 0001538652 · Chairman, President & CEO, MPC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,911 F3 · shares: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2022-2024 award. The Compensation and Talent Development Committee certified performance on February 5, 2025. Includes accrued dividend equivalent units. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 22:00 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 802 | $83.87 | $67,263.74 |
DisclosureSEC source: 0000950170-25-016418 · ownership.xml · nonDerivative · entry 2 Wilson Anthony L · CIK 0001538652 · Chairman, President & CEO, MPC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,873 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 22:00 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,652 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-016418 · ownership.xml · nonDerivative · entry 1 Wilson Anthony L · CIK 0001538652 · Chairman, President & CEO, MPC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,675 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: )Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on January 31, 2024. The Compensation and Talent Development Committee certified performance on February 5, 2025. Includes 59 accrued dividend equivalent units. Read SEC document |
| February 01, 2025 Filed Feb 4, 2025 20:00 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 1,546 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-013202 · ownership.xml · derivative · entry 4 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,546 Underlying: Southern Company Common Stock · 1,546 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Represents second 1/3 of performance restricted stock units granted on February 1, 2023. The remaining award will vest in 2026. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents second 1/3 of performance restricted stock units granted on February 1, 2023. The remaining award will vest in 2026. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents second 1/3 of performance restricted stock units granted on February 1, 2023. The remaining award will vest in 2026. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 01, 2025 Filed Feb 4, 2025 20:00 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 814 | $83.95 | $68,335.30 |
DisclosureSEC source: 0000950170-25-013202 · ownership.xml · nonDerivative · entry 2 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,023 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 | 1,669 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-013202 · ownership.xml · nonDerivative · entry 1 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,837 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 · shares: Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 1, 2023. Includes 123 accrued dividend equivalent units. Read SEC document |
| August 02, 2024 Filed Aug 6, 2024 20:00 UTC | SOUTHERN CO SO · Entity 1308 | GiftSouthern Company Common Stock | 1,141 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-091724 · ownership.xml · nonDerivative · entry 1 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,168 F1 · security: Shares were a charitable donation to a donor advised fund. Read SEC document |
| July 05, 2024 Filed Jul 8, 2024 19:00 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 6,900 | $77.61 | $535,509.00 |
DisclosureSEC source: 0000950170-24-082058 · ownership.xml · nonDerivative · entry 1 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 85,309 Read SEC document |
| February 13, 2024 Filed Feb 14, 2024 21:01 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 1,476 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003347 · doc4.xml · derivative · entry 4 Wilson Anthony L · CIK 0001538652 · Chairman, President & CEO, MPC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,476 Underlying: Southern Company Common Stock · 1,476 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Represents second 1/3 of performance restricted stock units granted on February 13, 2022. The remaining 1/3 of the award will vest in 2025. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents second 1/3 of performance restricted stock units granted on February 13, 2022. The remaining 1/3 of the award will vest in 2025. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents second 1/3 of performance restricted stock units granted on February 13, 2022. The remaining 1/3 of the award will vest in 2025. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 13, 2024 Filed Feb 14, 2024 21:01 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 709 | $67.51 | $47,864.59 |
DisclosureSEC source: 0001209191-24-003347 · doc4.xml · nonDerivative · entry 2 Wilson Anthony L · CIK 0001538652 · Chairman, President & CEO, MPC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,218 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 | 1,596 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003347 · doc4.xml · nonDerivative · entry 1 Wilson Anthony L · CIK 0001538652 · Chairman, President & CEO, MPC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,927 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 13, 2022. Includes 120 accrued dividend equivalent units. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 22:33 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co. Performance Stock Units Holding · Derivative | 1,546 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003052 · doc4.xml · derivative · entry 6 Wilson Anthony L · CIK 0001538652 · Chairman, President & CEO, MPC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,092 Underlying: Southern Company Common Stock · 1,546 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · shares: Represents first 1/3 of performance restricted stock units granted on February 1, 2023. The remaining award will vest 1/3 in 2025 and 1/3 in 2026. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents first 1/3 of performance restricted stock units granted on February 1, 2023. The remaining award will vest 1/3 in 2025 and 1/3 in 2026. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents first 1/3 of performance restricted stock units granted on February 1, 2023. The remaining award will vest 1/3 in 2025 and 1/3 in 2026. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 22:33 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 711 | $66.95 | $47,601.45 |
DisclosureSEC source: 0001209191-24-003052 · doc4.xml · nonDerivative · entry 4 Wilson Anthony L · CIK 0001538652 · Chairman, President & CEO, MPC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,331 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 22:33 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,610 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003052 · doc4.xml · nonDerivative · entry 3 Wilson Anthony L · CIK 0001538652 · Chairman, President & CEO, MPC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,042 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 1, 2023. The Compensation and Talent Development Committee certified performance on February 7, 2024. Includes 64 accrued dividend equivalent units. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 22:33 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 10,459 | $66.95 | $700,230.05 |
DisclosureSEC source: 0001209191-24-003052 · doc4.xml · nonDerivative · entry 2 Wilson Anthony L · CIK 0001538652 · Chairman, President & CEO, MPC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,432 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 22:33 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 23,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003052 · doc4.xml · nonDerivative · entry 1 Wilson Anthony L · CIK 0001538652 · Chairman, President & CEO, MPC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,891 F1 · shares: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2021-2023 award. The Compensation and Talent Development Committee certified performance on February 7, 2024. Includes accrued dividend equivalent units. Read SEC document |
| February 03, 2024 Filed Feb 6, 2024 21:37 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 1,587 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002923 · doc4.xml · derivative · entry 4 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 1,587 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Represents final 1/3 of performance restricted stock units granted on February 3, 2021. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents final 1/3 of performance restricted stock units granted on February 3, 2021. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents final 1/3 of performance restricted stock units granted on February 3, 2021. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 03, 2024 Filed Feb 6, 2024 21:37 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 886 | $68.65 | $60,823.90 |
DisclosureSEC source: 0001209191-24-002923 · doc4.xml · nonDerivative · entry 2 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,311 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 03, 2024 Filed Feb 6, 2024 21:37 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,788 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002923 · doc4.xml · nonDerivative · entry 1 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,197 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. F1 · shares: (1)Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 3, 2021. Includes 201 accrued dividend equivalent units. Read SEC document |
| August 30, 2023 Filed Sep 1, 2023 00:10 UTC | SOUTHERN CO SO · Entity 1308 | GiftSouthern Company Common Stock | 1,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047888 · doc4.xml · nonDerivative · entry 1 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 76,409 F1 · security: Shares were a charitable donation to a donor advised fund. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:42 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 1,476 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009778 · doc4.xml · derivative · entry 6 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,952 Underlying: Southern Company Common Stock · 1,476 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · shares: Represents first 1/3 of performance restricted stock units granted on February 13, 2022. The remaining award will vest 1/3 in 2024 and 1/3 in 2025. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents first 1/3 of performance restricted stock units granted on February 13, 2022. The remaining award will vest 1/3 in 2024 and 1/3 in 2025. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents first 1/3 of performance restricted stock units granted on February 13, 2022. The remaining award will vest 1/3 in 2024 and 1/3 in 2025. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:42 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 680 | $67.13 | $45,648.40 |
DisclosureSEC source: 0001209191-23-009778 · doc4.xml · nonDerivative · entry 4 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,769 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:42 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,532 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009778 · doc4.xml · nonDerivative · entry 3 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,449 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 13, 2021. The Compensation Committee and Management Succession Committee certified performance on February 13, 2023. Includes 56 accrued dividend equivalent units. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:42 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 8,565 | $67.13 | $574,968.45 |
DisclosureSEC source: 0001209191-23-009778 · doc4.xml · nonDerivative · entry 2 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,917 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:42 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 19,311 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009778 · doc4.xml · nonDerivative · entry 1 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,482 F1 · shares: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2020-2022 award. The Compensation and Management Succession Committee certified performance on February 13, 2023. Includes accrued dividend equivalent units. Read SEC document |
| February 11, 2023 Filed Feb 14, 2023 22:30 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 1,297 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009284 · doc4.xml · derivative · entry 4 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 1,297 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Represents final 1/3 of performance restricted stock units granted on February 11, 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents final 1/3 of performance restricted stock units granted on February 11, 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents final 1/3 of performance restricted stock units granted on February 11, 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2023 Filed Feb 14, 2023 22:30 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 647 | $66.88 | $43,271.36 |
DisclosureSEC source: 0001209191-23-009284 · doc4.xml · nonDerivative · entry 2 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,171 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements Read SEC document |
| February 11, 2023 Filed Feb 14, 2023 22:30 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009284 · doc4.xml · nonDerivative · entry 1 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,818 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 11, 2020. Includes 166 accrued dividend equivalent units. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 21:46 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 1,586 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007556 · doc4.xml · derivative · entry 4 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,587 Underlying: Southern Company Common Stock · 1,586 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Represents second 1/3 of performance restricted stock units granted on February 3, 2021. The remaining 1/3 of the award will vest in 2024. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents second 1/3 of performance restricted stock units granted on February 3, 2021. The remaining 1/3 of the award will vest in 2024. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents second 1/3 of performance restricted stock units granted on February 3, 2021. The remaining 1/3 of the award will vest in 2024. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 21:46 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 852 | $67.27 | $57,314.04 |
DisclosureSEC source: 0001209191-23-007556 · doc4.xml · nonDerivative · entry 2 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,355 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 21:46 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007556 · doc4.xml · nonDerivative · entry 1 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,207 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 3, 2021. Includes 128 accrued dividend equivalent units. Read SEC document |
| March 31, 2022 Filed Apr 1, 2022 20:47 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 6,850 | $73.00 | $500,050.00 |
DisclosureSEC source: 0001209191-22-022008 · doc4.xml · nonDerivative · entry 1 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,493 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:46 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 1,587 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009904 · doc4.xml · derivative · entry 6 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,173 Underlying: Southern Company Common Stock · 1,587 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 22:46 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 12,333 | $66.79 | $823,721.07 |
DisclosureSEC source: 0001209191-22-009904 · doc4.xml · nonDerivative · entry 4 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,343 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:46 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 27,806 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009904 · doc4.xml · nonDerivative · entry 3 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,676 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 22:46 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 734 | $66.79 | $49,023.86 |
DisclosureSEC source: 0001209191-22-009904 · doc4.xml · nonDerivative · entry 2 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,870 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:46 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,654 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009904 · doc4.xml · nonDerivative · entry 1 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,604 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 3, 2021. The Compensation Committee and Management Succession Committee certified performance on February 13, 2022. Includes 67 accrued dividend equivalent units. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:09 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 1,297 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009527 · doc4.xml · derivative · entry 7 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,297 Underlying: Southern Company Common Stock · 1,297 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 00:09 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 1,750 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009527 · doc4.xml · derivative · entry 6 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 1,750 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 00:09 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 626 | $66.79 | $41,810.54 |
DisclosureSEC source: 0001209191-22-009527 · doc4.xml · nonDerivative · entry 4 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,950 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:09 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009527 · doc4.xml · nonDerivative · entry 3 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,576 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 113 accrued dividend equivalent units. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:09 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 941 | $66.79 | $62,849.39 |
DisclosureSEC source: 0001209191-22-009527 · doc4.xml · nonDerivative · entry 2 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,166 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:09 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009527 · doc4.xml · nonDerivative · entry 1 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,107 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 final 1/3 of performance restricted stock units granted on February 11, 2019. Includes 236 accrued dividend equivalent units. Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:46 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 1,874 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016115 · doc4.xml · derivative · entry 4 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 1,874 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 21:46 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 952 | $56.72 | $53,997.44 |
DisclosureSEC source: 0001209191-21-016115 · doc4.xml · nonDerivative · entry 2 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,121 F2 · security: Shares withheld to satisfy required state and federal tax withholding 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.