Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHERN COSO · Entity 1308 | CEO, Southern Nuclear | March 11, 2024 | March 12, 2024 |
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 March 11, 2024 · Filed March 12, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Southern Company Common StockSEC Table I · non-derivative | Direct | 126,528.1563 |
Reported balance
After 2024-03-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-03-11 · Sale · Disposed 5,000 · Balance 126,528.1563 F1: Shares were sold pursuant to a Rule 10b5-1 plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were sold pursuant to a Rule 10b5-1 plan.
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 |
|---|---|---|---|---|---|---|
| August 10, 2022 Filed Aug 11, 2022 20:32 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 14,500 | $78.37 | $1,136,365.00 |
DisclosureSEC source: 0001209191-22-045426 · doc4.xml · nonDerivative · entry 2 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,284.1563 F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $78.12 to $78.60, 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 |
| August 10, 2022 Filed Aug 11, 2022 20:32 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 14,500 | $44.06 | $638,870.00 |
DisclosureSEC source: 0001209191-22-045426 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,784.1563 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 |
| July 05, 2022 Filed Jul 6, 2022 20:34 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 14,500 | $0.00 Strike: $44.06 | $0.00 |
DisclosureSEC source: 0001209191-22-041140 · doc4.xml · derivative · entry 3 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,546 Underlying: Southern Company Common Stock · 14,500 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. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| July 05, 2022 Filed Jul 6, 2022 20:34 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 14,500 | $72.92 | $1,057,340.00 |
DisclosureSEC source: 0001209191-22-041140 · doc4.xml · nonDerivative · entry 2 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,284.1563 F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| July 05, 2022 Filed Jul 6, 2022 20:34 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 14,500 | $44.06 | $638,870.00 |
DisclosureSEC source: 0001209191-22-041140 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,784.1563 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 |
| June 10, 2022 Filed Jun 13, 2022 15:37 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 14,500 | $0.00 Strike: $44.06 | $0.00 |
DisclosureSEC source: 0001209191-22-036212 · doc4.xml · derivative · entry 3 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,046 Underlying: Southern Company Common Stock · 14,500 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. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| June 10, 2022 Filed Jun 13, 2022 15:37 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 14,500 | $72.08 | $1,045,160.00 |
DisclosureSEC source: 0001209191-22-036212 · doc4.xml · nonDerivative · entry 2 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,284.1563 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.65 to $72.55, 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 10, 2022 Filed Jun 13, 2022 15:37 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 14,500 | $44.06 | $638,870.00 |
DisclosureSEC source: 0001209191-22-036212 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,784.1563 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 |
| May 10, 2022 Filed May 11, 2022 20:32 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 14,500 | $0.00 Strike: $44.06 | $0.00 |
DisclosureSEC source: 0001209191-22-028319 · doc4.xml · derivative · entry 3 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,546 Underlying: Southern Company Common Stock · 14,500 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. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| May 10, 2022 Filed May 11, 2022 20:32 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 14,500 | $74.58 | $1,081,410.00 |
DisclosureSEC source: 0001209191-22-028319 · doc4.xml · nonDerivative · entry 2 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,284.1563 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.31 to $74.75, 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 |
| May 10, 2022 Filed May 11, 2022 20:32 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 14,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-028319 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,784.1563 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 |
| April 08, 2022 Filed Apr 11, 2022 20:47 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 14,500 | $0.00 Strike: $44.06 | $0.00 |
DisclosureSEC source: 0001209191-22-023980 · doc4.xml · derivative · entry 3 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,046 Underlying: Southern Company Common Stock · 14,500 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. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| April 08, 2022 Filed Apr 11, 2022 20:47 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 14,500 | $75.97 | $1,101,565.00 |
DisclosureSEC source: 0001209191-22-023980 · doc4.xml · nonDerivative · entry 2 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,284.1563 F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.76 to $76.21, 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 |
| April 08, 2022 Filed Apr 11, 2022 20:47 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 14,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-023980 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,784.1563 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 |
| March 21, 2022 Filed Mar 22, 2022 20:39 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 14,500 | $0.00 Strike: $44.06 | $0.00 |
DisclosureSEC source: 0001209191-22-020539 · doc4.xml · derivative · entry 3 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,546 Underlying: Southern Company Common Stock · 14,500 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. F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| March 21, 2022 Filed Mar 22, 2022 20:39 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 14,500 | $68.29 | $990,205.00 |
DisclosureSEC source: 0001209191-22-020539 · doc4.xml · nonDerivative · entry 2 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,284.1563 F1 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. F2 · 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 $68.20 to $68.41, 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 |
| March 21, 2022 Filed Mar 22, 2022 20:39 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 14,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-020539 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,784.1563 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 |
| February 25, 2022 Filed Feb 28, 2022 21:37 UTC | SOUTHERN CO SO · Entity 1308 | GiftSouthern Company Common Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-013597 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,284.1563 F1 · kind: Shares were a bona fide gift to a charitable organization. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:45 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,532 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009900 · doc4.xml · derivative · entry 5 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,063 Underlying: Southern Company Common Stock · 3,532 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Represents first 1/3 of performance restricted stock units granted on February 3, 2021. The remaining award will vest 1/3 in 2023 and 1/3 in 2024. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents first 1/3 of performance restricted stock units granted on February 3, 2021. The remaining award will vest 1/3 in 2023 and 1/3 in 2024. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents first 1/3 of performance restricted stock units granted on February 3, 2021. The remaining award will vest 1/3 in 2023 and 1/3 in 2024. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:45 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 22,993 | $66.79 | $1,535,702.47 |
DisclosureSEC source: 0001209191-22-009900 · doc4.xml · nonDerivative · entry 4 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,584.1563 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:45 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 50,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009900 · doc4.xml · nonDerivative · entry 3 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,577.1563 F3 · security: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2019-2021 award. The Compensation and Management Succession Committee certified performance on February 13, 2022. Includes accrued dividend equivalent units. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:45 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,661 | $66.79 | $110,938.19 |
DisclosureSEC source: 0001209191-22-009900 · doc4.xml · nonDerivative · entry 2 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,625.1563 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:45 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009900 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,286.1563 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 3, 2021. The Compensation Committee and Management Succession Committee certified performance on February 13, 2022. Includes 148 accrued dividend equivalent units. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:08 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,971 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009523 · doc4.xml · derivative · entry 6 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,972 Underlying: Southern Company Common Stock · 2,971 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · security: Represents second 1/3 of performance restricted stock units granted on February 11, 2020. The remaining 1/3 of the award will vest in 2023. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F5 · derivative.exercise_date: Represents second 1/3 of performance restricted stock units granted on February 11, 2020. The remaining 1/3 of the award will vest in 2023. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F5 · derivative.expiration_date: Represents second 1/3 of performance restricted stock units granted on February 11, 2020. The remaining 1/3 of the award will vest in 2023. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:08 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,207 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009523 · doc4.xml · derivative · entry 5 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 3,207 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Represents final 1/3 of performance restricted stock units granted on February 11, 2019. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents final 1/3 of performance restricted stock units granted on February 11, 2019. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents final 1/3 of performance restricted stock units granted on February 11, 2019. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:08 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,458 | $66.79 | $97,379.82 |
DisclosureSEC source: 0001209191-22-009523 · doc4.xml · nonDerivative · entry 4 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,606.1563 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:08 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,229 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009523 · doc4.xml · nonDerivative · entry 3 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,064.1563 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 11, 2020. Includes 258 accrued dividend equivalent units. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:08 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,662 | $66.79 | $111,004.98 |
DisclosureSEC source: 0001209191-22-009523 · doc4.xml · nonDerivative · entry 2 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,835.1563 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:08 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,639 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009523 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,497.1563 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 11, 2019. Includes 432 accrued dividend equivalent units. Read SEC document |
| February 10, 2022 Filed Feb 11, 2022 22:16 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,500 | $67.80 | $169,500.00 |
DisclosureSEC source: 0001209191-22-008928 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,858.1563 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| January 10, 2022 Filed Jan 11, 2022 21:33 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,500 | $68.59 | $171,475.00 |
DisclosureSEC source: 0001209191-22-002866 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,358.1563 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| December 31, 2021 Filed Jan 6, 2022 22:44 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 8,184 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-002227 · doc4.xml · derivative · entry 3 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,184 Underlying: Southern Company Common Stock · 8,184 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: The RSU award, granted on May 23, 2018, vests 20% each year for five years, on December 31 of each year, beginning December 31, 2018. Vesting will be accelerated if certain performance measures are met before December 31, 2022. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirement F3 · derivative.exercise_date: The RSU award, granted on May 23, 2018, vests 20% each year for five years, on December 31 of each year, beginning December 31, 2018. Vesting will be accelerated if certain performance measures are met before December 31, 2022. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirement F3 · derivative.expiration_date: The RSU award, granted on May 23, 2018, vests 20% each year for five years, on December 31 of each year, beginning December 31, 2018. Vesting will be accelerated if certain performance measures are met before December 31, 2022. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirement Read SEC document |
| December 31, 2021 Filed Jan 6, 2022 22:44 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 4,323 | $68.58 | $296,471.34 |
DisclosureSEC source: 0001209191-22-002227 · doc4.xml · nonDerivative · entry 2 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,858.1563 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| December 31, 2021 Filed Jan 6, 2022 22:44 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 9,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-002227 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,181.1563 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: The RSU award, granted on May 23, 2018, vests 20% each year for five years, on December 31 of each year, beginning December 31, 2018. Vesting will be accelerated if certain performance measures are met before December 31, 2022. Includes 1,346 accrued dividend equivalent units. Shares will be withheld upon vesting to satisfy tax requirements. F1 · price: The RSU award, granted on May 23, 2018, vests 20% each year for five years, on December 31 of each year, beginning December 31, 2018. Vesting will be accelerated if certain performance measures are met before December 31, 2022. Includes 1,346 accrued dividend equivalent units. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| December 10, 2021 Filed Dec 13, 2021 21:35 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,500 | $64.89 | $162,225.00 |
DisclosureSEC source: 0001209191-21-069249 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,651.1563 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| November 10, 2021 Filed Nov 12, 2021 21:44 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,500 | $63.05 | $157,625.00 |
DisclosureSEC source: 0001209191-21-064230 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,151.1563 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.01 to $63.10, 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 |
| October 08, 2021 Filed Oct 12, 2021 20:35 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,500 | $62.65 | $156,625.00 |
DisclosureSEC source: 0001209191-21-060238 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,651.1563 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| September 10, 2021 Filed Sep 13, 2021 20:40 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,500 | $67.04 | $167,600.00 |
DisclosureSEC source: 0001209191-21-055684 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,151.1563 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 20:55 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,500 | $64.13 | $160,325.00 |
DisclosureSEC source: 0001209191-21-037274 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,651.1563 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| May 10, 2021 Filed May 11, 2021 20:33 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,500 | $66.45 | $166,125.00 |
DisclosureSEC source: 0001209191-21-031689 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,151.1563 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| April 09, 2021 Filed Apr 12, 2021 20:38 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,500 | $62.97 | $157,425.00 |
DisclosureSEC source: 0001209191-21-026365 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,651.1563 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| March 10, 2021 Filed Mar 11, 2021 21:53 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,500 | $59.41 | $148,525.00 |
DisclosureSEC source: 0001209191-21-019796 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,151.1563 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:55 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,568 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016152 · doc4.xml · derivative · entry 3 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 3,568 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Represents final 1/3 of performance restricted stock units granted on February 27, 2018. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements F3 · derivative.exercise_date: Represents final 1/3 of performance restricted stock units granted on February 27, 2018. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements F3 · derivative.expiration_date: Represents final 1/3 of performance restricted stock units granted on February 27, 2018. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:55 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,853 | $56.72 | $105,102.16 |
DisclosureSEC source: 0001209191-21-016152 · doc4.xml · nonDerivative · entry 2 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,651.1563 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:55 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 4,082 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016152 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,504.1563 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 514 accrued dividend equivalent units. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:40 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 23,148 | $60.10 | $1,391,194.80 |
DisclosureSEC source: 0001209191-21-011288 · doc4.xml · nonDerivative · entry 2 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,928.1563 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:40 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 51,041 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-011288 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,076.1563 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 21:52 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,207 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010803 · doc4.xml · derivative · entry 3 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,207 Underlying: Southern Company Common Stock · 3,207 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 21:52 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,586 | $61.29 | $97,205.94 |
DisclosureSEC source: 0001209191-21-010803 · doc4.xml · nonDerivative · entry 2 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,035.1563 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:52 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,494 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010803 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,621.1563 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 287 accrued dividend equivalent units. 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.