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 |
|---|---|---|---|---|---|---|
| December 06, 2017 Filed Feb 6, 2019 22:25 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 3,937 | $50.67 | $199,494.88 |
DisclosureSEC source: 0001209191-19-007824 · doc4.xml · nonDerivative · entry 1 Wilson Anthony L · CIK 0001538652 · Pres & CEO, Mississippi Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,336 F1 · shares: Shares were purchased for a joint account for the reporting person and a family member on December 6, 2017. Due to an administrative error, the Form 4 was not filed timely. However, the shares were reflected in the stock ownership table in Mississippi Power Company's Notice of 2018 Annual Meeting and Information Statement filed with the SEC on April 16, 2018. 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.