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 27, 2021 Filed Mar 2, 2021 21:46 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 2,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016115 · doc4.xml · nonDerivative · entry 1 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,073 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 27, 2018. Includes 270 accrued dividend equivalent units. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:43 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 11,890 | $60.10 | $714,589.00 |
DisclosureSEC source: 0001209191-21-011293 · doc4.xml · nonDerivative · entry 2 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,929 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:43 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 26,806 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-011293 · doc4.xml · nonDerivative · entry 1 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,819 F1 · security: Shares acquired upon vesting of performance share units under the Company's Performance Share Program for the 2018-2020 award. The Compensation and Management Succession Committee certified performance on February 12, 2021. Includes accrued dividend equivalent units. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:55 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 1,750 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010810 · doc4.xml · derivative · entry 4 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,750 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. F3 · security: Represents performance restricted stock units granted on February 11, 2019. The remaining 1/3 of the award will vest in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents performance restricted stock units granted on February 11, 2019. The remaining 1/3 of the award will vest in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents performance restricted stock units granted on February 11, 2019. The remaining 1/3 of the award will vest in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:55 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 840 | $61.29 | $51,483.60 |
DisclosureSEC source: 0001209191-21-010810 · doc4.xml · nonDerivative · entry 2 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,013 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:55 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010810 · doc4.xml · nonDerivative · entry 1 Wilson Anthony L · CIK 0001538652 · President & CEO, MPC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,853 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 11, 2019. Includes 157 accrued dividend equivalent units. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:20 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 1,298 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008201 · doc4.xml · derivative · entry 4 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,594 Underlying: Southern Company Common Stock · 1,298 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Represents performance share units granted on February 11, 2020. The Compensation and Management Succession Committee certified performance on February 3, 2021 and the first 1/3 vested. The remaining award will vest 1/3 in 2022 and 1/3 in 2023. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents performance share units granted on February 11, 2020. The Compensation and Management Succession Committee certified performance on February 3, 2021 and the first 1/3 vested. The remaining award will vest 1/3 in 2022 and 1/3 in 2023. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents performance share units granted on February 11, 2020. The Compensation and Management Succession Committee certified performance on February 3, 2021 and the first 1/3 vested. The remaining award will vest 1/3 in 2022 and 1/3 in 2023. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:20 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 673 | $59.45 | $40,009.85 |
DisclosureSEC source: 0001209191-21-008201 · doc4.xml · nonDerivative · entry 2 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,946 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:20 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,354 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008201 · doc4.xml · nonDerivative · entry 1 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,619 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 11, 2020. The Compensation Committee and Management Succession Committee certified performance on February 3, 2021. Includes 56 accrued dividend equivalent units. Read SEC document |
| August 12, 2020 Filed Aug 14, 2020 20:44 UTC | SOUTHERN CO SO · Entity 1308 | PurchaseSouthern Company Common Stock | 1,805 | $55.21 | $99,654.05 |
DisclosureSEC source: 0001209191-20-046810 · doc4.xml · nonDerivative · entry 1 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,033 Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 21:57 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 1,874 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014544 · doc4.xml · derivative · entry 4 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,874 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 performance restricted stock units granted on February 27, 2018. The remaining 1/3 award will vest in 2021. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents performance restricted stock units granted on February 27, 2018. The remaining 1/3 award will vest in 2021. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents performance restricted stock units granted on February 27, 2018. The remaining 1/3 award will vest in 2021. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 21:57 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 905 | $62.88 | $56,906.40 |
DisclosureSEC source: 0001209191-20-014544 · doc4.xml · nonDerivative · entry 2 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,365 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 21:57 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 2,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014544 · doc4.xml · nonDerivative · entry 1 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,270 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 27, 2018. Includes 163 accrued dividend equivalent units. Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 21:38 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 9,610 | $69.12 | $664,243.20 |
DisclosureSEC source: 0001209191-20-010177 · doc4.xml · nonDerivative · entry 1 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,207 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:51 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 1,604 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010209 · doc4.xml · derivative · entry 4 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 1,604 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 13, 2017. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents final 1/3 of performance restricted stock units granted on February 13, 2017. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents final 1/3 of performance restricted stock units granted on February 13, 2017. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:51 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 819 | $69.54 | $56,953.26 |
DisclosureSEC source: 0001209191-20-010209 · doc4.xml · nonDerivative · entry 2 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,843 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:51 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,845 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010209 · doc4.xml · nonDerivative · entry 1 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,662 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of the final 1/3 of performance restricted stock units granted on February 13, 2017. Includes 241 accrued dividend equivalent units. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:13 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 1,751 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009338 · doc4.xml · derivative · entry 6 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500 Underlying: Southern Company Common Stock · 1,751 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Represents performance restricted stock units granted on February 11, 2019. The Compensation and Management Succession Committee certified performance on February 11, 2020 and the first 1/3 vested. The remaining award will vest 1/3 in 2021 and 1/3 in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents performance restricted stock units granted on February 11, 2019. The Compensation and Management Succession Committee certified performance on February 11, 2020 and the first 1/3 vested. The remaining award will vest 1/3 in 2021 and 1/3 in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents performance restricted stock units granted on February 11, 2019. The Compensation and Management Succession Committee certified performance on February 11, 2020 and the first 1/3 vested. The remaining award will vest 1/3 in 2021 and 1/3 in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:13 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 812 | $68.59 | $55,695.08 |
DisclosureSEC source: 0001209191-20-009338 · doc4.xml · nonDerivative · entry 4 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,817 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:13 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,829 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009338 · doc4.xml · nonDerivative · entry 3 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,629 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 11, 2019. The Compensation Committee and Management Succession Committee certified performance on February 11, 2020. Includes 78 accrued dividend equivalent units. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:13 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 7,661 | $68.59 | $525,467.99 |
DisclosureSEC source: 0001209191-20-009338 · doc4.xml · nonDerivative · entry 2 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,800 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:13 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 17,271 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009338 · doc4.xml · nonDerivative · entry 1 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,461 F1 · security: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2017-2019 award. The Compensation and Management Succession Committee certified performance on February 11, 2020. Includes accrued dividend equivalent units. Read SEC document |
| January 15, 2020 Filed Jan 16, 2020 21:38 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 61,018 | $0.00 Strike: $41.28 | $0.00 |
DisclosureSEC source: 0001209191-20-003696 · doc4.xml · derivative · entry 4 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 61,018 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. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| January 15, 2020 Filed Jan 16, 2020 21:38 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 61,018 | $65.00 | $3,966,170.00 |
DisclosureSEC source: 0001209191-20-003696 · doc4.xml · nonDerivative · entry 2 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,190 Read SEC document |
| January 15, 2020 Filed Jan 16, 2020 21:38 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 61,018 | $41.28 | $2,518,823.04 |
DisclosureSEC source: 0001209191-20-003696 · doc4.xml · nonDerivative · entry 1 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,208 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 13, 2019 Filed Jun 14, 2019 21:36 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 35,646 | $0.00 Strike: $44.42 | $0.00 |
DisclosureSEC source: 0001209191-19-037231 · doc4.xml · derivative · entry 7 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 35,646 shares Expires 2022-02-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| June 13, 2019 Filed Jun 14, 2019 21:36 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 43,783 | $0.00 Strike: $44.06 | $0.00 |
DisclosureSEC source: 0001209191-19-037231 · doc4.xml · derivative · entry 6 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 43,783 shares Expires 2023-02-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| June 13, 2019 Filed Jun 14, 2019 21:36 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 35,646 | $55.14 | $1,965,520.44 |
DisclosureSEC source: 0001209191-19-037231 · doc4.xml · nonDerivative · entry 4 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,190 F1 · price: The price reported in Column 4 of Table I is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.00 to $55.26, 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 13, 2019 Filed Jun 14, 2019 21:36 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 35,646 | $44.42 | $1,583,395.32 |
DisclosureSEC source: 0001209191-19-037231 · doc4.xml · nonDerivative · entry 3 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,836 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 13, 2019 Filed Jun 14, 2019 21:36 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 43,783 | $55.14 | $2,414,194.62 |
DisclosureSEC source: 0001209191-19-037231 · doc4.xml · nonDerivative · entry 2 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,190 F1 · price: The price reported in Column 4 of Table I is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.00 to $55.26, 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 13, 2019 Filed Jun 14, 2019 21:36 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 43,783 | $44.06 | $1,929,078.98 |
DisclosureSEC source: 0001209191-19-037231 · doc4.xml · nonDerivative · entry 1 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,973 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:22 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 1,604 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010706 · doc4.xml · derivative · entry 4 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,604 Underlying: Southern Company Common Stock · 1,604 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Represents performance restricted stock units granted on February 13, 2017. The remaining portion of the award will vest in 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · price: Represents performance restricted stock units granted on February 13, 2017. The remaining portion of the award will vest in 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents performance restricted stock units granted on February 13, 2017. The remaining portion of the award will vest in 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents performance restricted stock units granted on February 13, 2017. The remaining portion of the award will vest in 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:22 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 697 | $49.22 | $34,306.34 |
DisclosureSEC source: 0001209191-19-010706 · doc4.xml · nonDerivative · entry 2 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,190 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:22 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,767 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010706 · doc4.xml · nonDerivative · entry 1 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,887 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 13, 2017. The Compensation and Management Succession Committee certified performance on February 13, 2018. Includes 163 accrued dividend equivalent units. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:22 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 1,873 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009751 · doc4.xml · derivative · entry 6 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,748 Underlying: Southern Company Common Stock · 1,873 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Represents performance restricted stock units granted on February 27, 2018. The Compensation and Management Succession Committee certified performance on February 11, 2019 and the first 1/3 vested. The remaining award will vest 1/3 in 2020 and 1/3 in 2021. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · price: Represents performance restricted stock units granted on February 27, 2018. The Compensation and Management Succession Committee certified performance on February 11, 2019 and the first 1/3 vested. The remaining award will vest 1/3 in 2020 and 1/3 in 2021. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents performance restricted stock units granted on February 27, 2018. The Compensation and Management Succession Committee certified performance on February 11, 2019 and the first 1/3 vested. The remaining award will vest 1/3 in 2020 and 1/3 in 2021. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents performance restricted stock units granted on February 27, 2018. The Compensation and Management Succession Committee certified performance on February 11, 2019 and the first 1/3 vested. The remaining award will vest 1/3 in 2020 and 1/3 in 2021. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:22 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 6,499 | $49.24 | $320,010.76 |
DisclosureSEC source: 0001209191-19-009751 · doc4.xml · nonDerivative · entry 4 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,120 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:22 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 16,527 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009751 · doc4.xml · nonDerivative · entry 3 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,619 F3 · security: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2016-2018 award. The Compensation and Management Succession Committee certified performance on February 11, 2019. Includes accrued dividend equivalent units. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:22 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 825 | $49.24 | $40,623.00 |
DisclosureSEC source: 0001209191-19-009751 · doc4.xml · nonDerivative · entry 2 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,092 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:22 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,949 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009751 · doc4.xml · nonDerivative · entry 1 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,917 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 27, 2018. The Compensation and Management Succession Committee certified performance on February 11, 2019. Includes 76 accrued dividend equivalent units. Read SEC document |
| December 04, 2018 Filed Dec 6, 2018 22:29 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right To Buy · Derivative | 16,934 | $0.00 Strike: $31.17 | $0.00 |
DisclosureSEC source: 0001209191-18-061350 · doc4.xml · derivative · entry 6 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 16,934 shares Expires 2020-02-15 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 |
| December 04, 2018 Filed Dec 6, 2018 22:29 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 18,127 | $0.00 Strike: $37.97 | $0.00 |
DisclosureSEC source: 0001209191-18-061350 · doc4.xml · derivative · entry 5 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 18,127 shares Expires 2021-02-14 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 |
| December 04, 2018 Filed Dec 6, 2018 22:29 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 35,061 | $47.24 | $1,656,243.07 |
DisclosureSEC source: 0001209191-18-061350 · doc4.xml · nonDerivative · entry 3 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,677 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.17 to $47.38, 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 |
| December 04, 2018 Filed Dec 6, 2018 22:29 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 18,127 | $37.97 | $688,282.19 |
DisclosureSEC source: 0001209191-18-061350 · doc4.xml · nonDerivative · entry 2 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,738 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. Read SEC document |
| December 04, 2018 Filed Dec 6, 2018 22:29 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 16,934 | $31.17 | $527,832.78 |
DisclosureSEC source: 0001209191-18-061350 · doc4.xml · nonDerivative · entry 1 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,611 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:47 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 1,604 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010056 · doc4.xml · derivative · entry 5 Wilson Anthony L · CIK 0001538652 · President, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,208 Underlying: Southern Company Common Stock · 1,604 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Represents performance restricted stock units granted on February 13, 2017. The Compensation and Management Succession Committee certified performance on February 12, 2018 and the first 1/3 vested. The remaining award will vest 1/3 in 2019 and 1/3 in 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · price: Represents performance restricted stock units granted on February 13, 2017. The Compensation and Management Succession Committee certified performance on February 12, 2018 and the first 1/3 vested. The remaining award will vest 1/3 in 2019 and 1/3 in 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents performance restricted stock units granted on February 13, 2017. The Compensation and Management Succession Committee certified performance on February 12, 2018 and the first 1/3 vested. The remaining award will vest 1/3 in 2019 and 1/3 in 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents performance restricted stock units granted on February 13, 2017. The Compensation and Management Succession Committee certified performance on February 12, 2018 and the first 1/3 vested. The remaining award will vest 1/3 in 2019 and 1/3 in 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:47 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,868 | $44.68 | $83,462.24 |
DisclosureSEC source: 0001209191-18-010056 · doc4.xml · nonDerivative · entry 4 Wilson Anthony L · CIK 0001538652 · President, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,677 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:47 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 6,405 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010056 · doc4.xml · nonDerivative · entry 3 Wilson Anthony L · CIK 0001538652 · President, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,545 F3 · security: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2015-2017 award. The Compensation and Management Succession Committee certified performance on February 12, 2018. Includes accrued dividend equivalent units. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:47 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 582 | $44.68 | $26,003.76 |
DisclosureSEC source: 0001209191-18-010056 · doc4.xml · nonDerivative · entry 2 Wilson Anthony L · CIK 0001538652 · President, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,140 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:47 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,677 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010056 · doc4.xml · nonDerivative · entry 1 Wilson Anthony L · CIK 0001538652 · President, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,722 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 13, 2017. The Compensation and Management Succession Committee certified performance on February 12, 2018. Includes 73 accrued dividend equivalent units. Read SEC document |
| February 12, 2018 Filed Feb 6, 2019 22:28 UTC Amendment | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,677 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-007827 · doc4a.xml · nonDerivative · entry 1 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,013 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 13, 2017. The Compensation and Management Succession Committee certified performance on February 12, 2018. Includes 73 accrued dividend equivalent units. F2 · balance_after: Amendment filed to correct the shares of common stock beneficially owned on February 12, 2018. The 1,677 shares of common stock acquired were inadvertently deducted from rather than added to the total number beneficially owned. 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.