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 |
|---|---|---|---|---|---|---|
| November 05, 2021 Filed Nov 8, 2021 21:42 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 3.2443 | $63.10 Strike: $0.00 | $204.72 |
DisclosureSEC source: 0001209191-21-063396 · doc4.xml · derivative · entry 1 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,921.3569 Underlying: Southern Company Common Stock · 3.2443 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 |
| October 22, 2021 Filed Oct 25, 2021 20:40 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 3.252 | $62.95 Strike: $0.00 | $204.71 |
DisclosureSEC source: 0001209191-21-061503 · doc4.xml · derivative · entry 1 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,877.6509 Underlying: Southern Company Common Stock · 3.252 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 |
| October 08, 2021 Filed Oct 12, 2021 20:37 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 3.2723 | $62.56 Strike: $0.00 | $204.72 |
DisclosureSEC source: 0001209191-21-060240 · doc4.xml · derivative · entry 1 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,874.3989 Underlying: Southern Company Common Stock · 3.2723 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 |
| September 24, 2021 Filed Sep 27, 2021 20:39 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 2.0053 | $63.16 Strike: $0.00 | $126.65 |
DisclosureSEC source: 0001209191-21-057787 · doc4.xml · derivative · entry 1 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,871.1266 Underlying: Southern Company Common Stock · 2.0053 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 |
| September 10, 2021 Filed Sep 13, 2021 20:44 UTC | SOUTHERN CO SO · Entity 1308 | GrantPhantom Stock Units · Derivative | 1.9129 | $66.21 Strike: $0.00 | $126.65 |
DisclosureSEC source: 0001209191-21-055691 · doc4.xml · derivative · entry 1 Tucker Daniel S · CIK 0001881495 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,869.1213 Underlying: Southern Company Common Stock · 1.9129 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.