Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHERN COSO · Entity 1308 | EVP & CFO | 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 | 73,727 |
Ending reported balance
After 2025-02-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-02-13 · Exercise / conversion · Acquired 2,764 · Balance 74,962 F1: Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 13, 2022. Includes 297 accrued dividend equivalent units. Row 2 · 2025-02-13 · Tax withholding · Disposed 1,235 · Balance 73,727 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 2,467 · 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 | Indirect401(k) | 3,489.474 |
Reported balance
Holding disclosure · report date 2025-02-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,489.474 |
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 297 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 | 2,467 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022176 · ownership.xml · derivative · entry 4 Tucker Daniel S · CIK 0001881495 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 2,467 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 | 1,235 | $86.78 | $107,173.30 |
DisclosureSEC source: 0000950170-25-022176 · ownership.xml · nonDerivative · entry 2 Tucker Daniel S · CIK 0001881495 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,727 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 | 2,764 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022176 · ownership.xml · nonDerivative · entry 1 Tucker Daniel S · CIK 0001881495 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,962 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 297 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 | 2,763 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-016412 · ownership.xml · derivative · entry 6 Tucker Daniel S · CIK 0001881495 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,526 Underlying: Southern Company Common Stock · 2,763 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 | 18,621 | $83.87 | $1,561,743.27 |
DisclosureSEC source: 0000950170-25-016412 · ownership.xml · nonDerivative · entry 4 Tucker Daniel S · CIK 0001881495 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,198 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 | 41,710 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-016412 · ownership.xml · nonDerivative · entry 3 Tucker Daniel S · CIK 0001881495 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,819 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 | 1,411 | $83.87 | $118,340.57 |
DisclosureSEC source: 0000950170-25-016412 · ownership.xml · nonDerivative · entry 2 Tucker Daniel S · CIK 0001881495 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,109 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 | 2,864 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-016412 · ownership.xml · nonDerivative · entry 1 Tucker Daniel S · CIK 0001881495 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,520 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 101 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 Holding · Derivative | 2,631 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-013211 · ownership.xml · derivative · entry 5 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,632 Underlying: Southern Company Common Stock · 2,631 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 | 1,337 | $83.95 | $112,241.15 |
DisclosureSEC source: 0000950170-25-013211 · ownership.xml · nonDerivative · entry 2 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,656 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 | 2,840 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-013211 · ownership.xml · nonDerivative · entry 1 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,993 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 209 accrued dividend equivalent units. Read SEC document |
| February 13, 2024 Filed Feb 14, 2024 21:01 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,466 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003349 · doc4.xml · derivative · entry 4 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,467 Underlying: Southern Company Common Stock · 2,466 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 | 1,149 | $67.51 | $77,568.99 |
DisclosureSEC source: 0001209191-24-003349 · doc4.xml · nonDerivative · entry 2 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,153 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 | 2,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003349 · doc4.xml · nonDerivative · entry 1 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,302 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 199 accrued dividend equivalent units. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 22:32 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,632 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003051 · doc4.xml · derivative · entry 6 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,263 Underlying: Southern Company Common Stock · 2,632 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 22:32 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,233 | $66.95 | $82,549.35 |
DisclosureSEC source: 0001209191-24-003051 · doc4.xml · nonDerivative · entry 4 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,637 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 22:32 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 2,741 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003051 · doc4.xml · nonDerivative · entry 3 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,870 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 109 accrued dividend equivalent units. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 22:32 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 3,150 | $66.95 | $210,892.50 |
DisclosureSEC source: 0001209191-24-003051 · doc4.xml · nonDerivative · entry 2 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,129 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 22:32 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 7,307 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003051 · doc4.xml · nonDerivative · entry 1 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,279 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 21:36 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 492 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002922 · doc4.xml · derivative · entry 4 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 492 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Represents final 1/3 of restricted stock units granted on February 3, 2021. Each restricted stock unit represents the right to receive, at settlement one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents final 1/3 of restricted stock units granted on February 3, 2021. Each restricted stock unit represents the right to receive, at settlement one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents final 1/3 of restricted stock units granted on February 3, 2021. Each restricted stock unit represents the right to receive, at settlement one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 03, 2024 Filed Feb 6, 2024 21:36 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 270 | $68.65 | $18,535.50 |
DisclosureSEC source: 0001209191-24-002922 · doc4.xml · nonDerivative · entry 2 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,972 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 03, 2024 Filed Feb 6, 2024 21:36 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 555 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002922 · doc4.xml · nonDerivative · entry 1 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,242 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares acquired upon vesting of final 1/3 of restricted stock units granted on February 3, 2021. Includes 63 accrued dividend equivalent units. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:49 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,467 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009800 · doc4.xml · derivative · entry 7 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,933 Underlying: Southern Company Common Stock · 2,467 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 21:49 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,160 | $67.13 | $77,870.80 |
DisclosureSEC source: 0001209191-23-009800 · doc4.xml · nonDerivative · entry 4 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,687 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:49 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 2,561 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009800 · doc4.xml · nonDerivative · entry 3 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,847 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 94 accrued dividend equivalent units. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:49 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 2,621 | $67.13 | $175,947.73 |
DisclosureSEC source: 0001209191-23-009800 · doc4.xml · nonDerivative · entry 2 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,286 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:49 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 5,809 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009800 · doc4.xml · nonDerivative · entry 1 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,907 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 22:18 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 390 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009251 · doc4.xml · derivative · entry 5 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 390 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Represents final 1/3 of restricted stock units granted on February 11, 2020. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents final 1/3 of restricted stock units granted on February 11, 2020. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents final 1/3 of restricted stock units granted on February 11, 2020. 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, 2023 Filed Feb 14, 2023 22:18 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 223 | $66.88 | $14,914.24 |
DisclosureSEC source: 0001209191-23-009251 · doc4.xml · nonDerivative · entry 2 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,098 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2023 Filed Feb 14, 2023 22:18 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 441 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009251 · doc4.xml · nonDerivative · entry 1 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,321 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares acquired upon vesting of final 1/3 of restricted stock units granted on February 11, 2020. Includes 51 accrued dividend equivalent units. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 21:54 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 491 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007581 · doc4.xml · derivative · entry 5 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 492 Underlying: Southern Company Common Stock · 491 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 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 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 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 21:54 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 269 | $67.27 | $18,095.63 |
DisclosureSEC source: 0001209191-23-007581 · doc4.xml · nonDerivative · entry 2 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,880 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 21:54 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 531 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007581 · doc4.xml · nonDerivative · entry 1 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,149 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares acquired upon vesting of second 1/3 of restricted stock units granted on February 3, 2021. Includes 40 accrued dividend equivalent units. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:55 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Co. Performance Stock Units Holding · Derivative | 4,069 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009928 · doc4.xml · derivative · entry 5 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 4,069 shares Expires not disclosed F1 · 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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 22:55 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 3,598 | $66.79 | $240,310.42 |
DisclosureSEC source: 0001209191-22-009928 · doc4.xml · nonDerivative · entry 2 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,618 F3 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:55 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 8,303 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009928 · doc4.xml · nonDerivative · entry 1 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,216 F1 · 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. F2 · shares: Includes 4,069 performance share units. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:18 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 390 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009541 · doc4.xml · derivative · entry 8 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390 Underlying: Southern Company Common Stock · 390 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 restricted stock units granted on February 11, 2020. The remaining 1/3 of the award will vest in 2023. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F5 · derivative.exercise_date: Represents second 1/3 of restricted stock units granted on February 11, 2020. The remaining 1/3 of the award will vest in 2023. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F5 · derivative.expiration_date: Represents second 1/3 of restricted stock units granted on February 11, 2020. The remaining 1/3 of the award will vest in 2023. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:18 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 523 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009541 · doc4.xml · derivative · entry 7 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 523 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 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 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 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 00:18 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 181 | $66.79 | $12,088.99 |
DisclosureSEC source: 0001209191-22-009541 · doc4.xml · nonDerivative · entry 4 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,913 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:18 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 424 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009541 · doc4.xml · nonDerivative · entry 3 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,094 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 restricted stock units granted on February 11, 2020. Includes 34 accrued dividend equivalent units. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:18 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 284 | $66.79 | $18,968.36 |
DisclosureSEC source: 0001209191-22-009541 · doc4.xml · nonDerivative · entry 2 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,670 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:18 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 593 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009541 · doc4.xml · nonDerivative · entry 1 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,954 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 restricted stock units granted on February 11, 2019. Includes 70 accrued dividend equivalent units. Read SEC document |
| February 03, 2022 Filed Feb 4, 2022 21:54 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 492 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-007217 · doc4.xml · derivative · entry 5 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 983 Underlying: Southern Company Common Stock · 492 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 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. F3 · derivative.exercise_date: Represents 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. F3 · derivative.expiration_date: Represents 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 03, 2022 Filed Feb 4, 2022 21:54 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 251 | $69.25 | $17,381.75 |
DisclosureSEC source: 0001209191-22-007217 · doc4.xml · nonDerivative · entry 2 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,361 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 03, 2022 Filed Feb 4, 2022 21:54 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 513 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-007217 · doc4.xml · nonDerivative · entry 1 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,612 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 restricted stock units granted on February 3, 2021. Includes 21 accrued dividend equivalent units. Read SEC document |
| December 30, 2021 Filed Jan 3, 2022 22:03 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 2.9947 | $68.36 Strike: $0.00 | $204.72 |
DisclosureSEC source: 0001209191-22-000230 · doc4.xml · derivative · entry 1 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,933.9393 Underlying: Southern Company Common Stock · 2.9947 shares Expires not disclosed F1 · security: Shares of phantom stock are payable in cash following termination of Mr. Tucker's employment with The Southern Company. Mr. Tucker may transfer his phantom stock account into an alternative investment account at any time. F2 · derivative.exercise_date: Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F2 · derivative.expiration_date: Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. Read SEC document |
| December 17, 2021 Filed Dec 20, 2021 21:38 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 3.0628 | $66.84 Strike: $0.00 | $204.72 |
DisclosureSEC source: 0001209191-21-070573 · doc4.xml · derivative · entry 1 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,930.9446 Underlying: Southern Company Common Stock · 3.0628 shares Expires not disclosed F1 · security: Shares of phantom stock are payable in cash following termination of Mr. Tucker's employment with The Southern Company. Mr. Tucker may transfer his phantom stock account into an alternative investment account at any time. F2 · derivative.exercise_date: Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F2 · derivative.expiration_date: Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. Read SEC document |
| December 03, 2021 Filed Dec 6, 2021 21:55 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 3.2582 | $62.83 Strike: $0.00 | $204.71 |
DisclosureSEC source: 0001209191-21-068116 · doc4.xml · derivative · entry 1 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,927.8818 Underlying: Southern Company Common Stock · 3.2582 shares Expires not disclosed F1 · security: Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of Mr. Tucker's employment with The Southern Company. Mr. Tucker may transfer his phantom stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of Mr. Tucker's employment with The Southern Company. Mr. Tucker may transfer his phantom stock account into an alternative investment account at any time. Read SEC document |
| November 19, 2021 Filed Nov 23, 2021 21:43 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 3.2666 | $62.67 Strike: $0.00 | $204.72 |
DisclosureSEC source: 0001209191-21-066470 · doc4.xml · derivative · entry 1 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,924.6235 Underlying: Southern Company Common Stock · 3.2666 shares Expires not disclosed F1 · security: Each share of phantom stock represents the right to receive one share of Southern Company common stock or the cash value thereof. Includes phantom stock units acquired as if reinvested in the dividend reinvestment plan. There is no exercise or expiration date. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of Mr. Tucker's employment with The Southern Company. Mr. Tucker may transfer his phantom stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of Mr. Tucker's employment with The Southern Company. Mr. Tucker may transfer his phantom stock account into an alternative investment account at any time. Read SEC document |
| November 10, 2021 Filed Nov 12, 2021 21:42 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,350 | $63.62 | $149,507.00 |
DisclosureSEC source: 0001209191-21-064226 · doc4.xml · nonDerivative · entry 1 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,099 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.6201 to $63.6250, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.