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 |
|---|---|---|---|---|---|---|
| February 10, 2021 Filed Feb 11, 2021 22:01 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,500 | $61.00 | $152,500.00 |
DisclosureSEC source: 0001209191-21-009757 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,127.1563 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:19 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,972 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008199 · doc4.xml · derivative · entry 3 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,943 Underlying: Southern Company Common Stock · 2,972 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Represents performance share units granted on February 11, 2020. The Compensation and Management Succession Committee certified performance on February 3, 2021 and the first 1/3 vested. The remaining award will vest 1/3 in 2022 and 1/3 in 2023. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents performance share units granted on February 11, 2020. The Compensation and Management Succession Committee certified performance on February 3, 2021 and the first 1/3 vested. The remaining award will vest 1/3 in 2022 and 1/3 in 2023. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents performance share units granted on February 11, 2020. The Compensation and Management Succession Committee certified performance on February 3, 2021 and the first 1/3 vested. The remaining award will vest 1/3 in 2022 and 1/3 in 2023. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:19 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,467 | $59.45 | $87,213.15 |
DisclosureSEC source: 0001209191-21-008199 · doc4.xml · nonDerivative · entry 2 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,627.1563 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:19 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008199 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,094.1563 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 11, 2020. The Compensation Committee and Management Succession Committee certified performance on February 3, 2021. Includes 128 accrued dividend equivalent units. Read SEC document |
| January 11, 2021 Filed Jan 12, 2021 22:13 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,500 | $61.19 | $152,975.00 |
DisclosureSEC source: 0001209191-21-003269 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,994.1563 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| December 31, 2020 Filed Jan 4, 2021 22:00 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 8,184 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-000335 · doc4.xml · derivative · entry 3 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,368 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 requirements. 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 requirements. 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 requirements. Read SEC document |
| December 31, 2020 Filed Jan 4, 2021 22:00 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 4,150 | $61.43 | $254,934.50 |
DisclosureSEC source: 0001209191-21-000335 · doc4.xml · nonDerivative · entry 2 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,494.1563 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| December 31, 2020 Filed Jan 4, 2021 22:00 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 9,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-000335 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,644.1563 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 964 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 964 accrued dividend equivalent units. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| December 10, 2020 Filed Dec 11, 2020 21:34 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,500 | $60.93 | $152,325.00 |
DisclosureSEC source: 0001209191-20-062946 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,496.1563 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 21:34 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,500 | $62.62 | $156,550.00 |
DisclosureSEC source: 0001209191-20-057965 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,996.1563 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| October 09, 2020 Filed Oct 13, 2020 20:46 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,500 | $59.00 | $147,500.00 |
DisclosureSEC source: 0001209191-20-054656 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,496.1563 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| October 02, 2020 Filed Oct 5, 2020 20:48 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,500 | $55.00 | $137,500.00 |
DisclosureSEC source: 0001209191-20-053679 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,996.1563 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| August 10, 2020 Filed Aug 11, 2020 21:05 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,500 | $55.00 | $137,500.00 |
DisclosureSEC source: 0001209191-20-046174 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,496.1563 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| July 21, 2020 Filed Jul 22, 2020 20:59 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,500 | $55.00 | $137,500.00 |
DisclosureSEC source: 0001209191-20-043320 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,996.1563 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| June 10, 2020 Filed Jun 11, 2020 20:36 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,500 | $59.26 | $148,150.00 |
DisclosureSEC source: 0001209191-20-035944 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,496.1563 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| May 04, 2020 Filed May 5, 2020 20:47 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,000 | $54.47 | $108,940.00 |
DisclosureSEC source: 0001209191-20-027163 · doc4.xml · nonDerivative · entry 2 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,996.1563 F2 · kind: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| May 01, 2020 Filed May 5, 2020 20:47 UTC | SOUTHERN CO SO · Entity 1308 | GiftSouthern Company Common Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-027163 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,996.1563 F1 · kind: Shares were a bona fide gift to a charitable organization. Read SEC document |
| April 03, 2020 Filed Apr 6, 2020 20:43 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,000 | $51.59 | $103,180.00 |
DisclosureSEC source: 0001209191-20-023607 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,396.1563 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| March 03, 2020 Filed Mar 4, 2020 21:41 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,000 | $64.32 | $128,640.00 |
DisclosureSEC source: 0001209191-20-016135 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,396.1563 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 22:07 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,568 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014584 · doc4.xml · derivative · entry 3 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,568 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 performance restricted stock units granted on February 27, 2018. The remaining 1/3 award will vest in 2021. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents performance restricted stock units granted on February 27, 2018. The remaining 1/3 award will vest in 2021. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents performance restricted stock units granted on February 27, 2018. The remaining 1/3 award will vest in 2021. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 22:07 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,760 | $62.88 | $110,668.80 |
DisclosureSEC source: 0001209191-20-014584 · doc4.xml · nonDerivative · entry 2 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,396.1563 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 22:07 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014584 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,156.1563 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 27, 2018. Includes 309 accrued dividend equivalent units. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:46 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,054 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010200 · 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 · 3,054 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Represents final 1/3 of performance restricted stock units granted on February 13, 2017. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents final 1/3 of performance restricted stock units granted on February 13, 2017. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents final 1/3 of performance restricted stock units granted on February 13, 2017. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:46 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,593 | $69.54 | $110,777.22 |
DisclosureSEC source: 0001209191-20-010200 · doc4.xml · nonDerivative · entry 2 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,279.1563 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:46 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,512 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010200 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,872.1563 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 the final 1/3 of performance restricted stock units granted on February 13, 2017. Includes 458 accrued dividend equivalent units. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 23:15 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,208 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009393 · doc4.xml · derivative · entry 5 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,414 Underlying: Southern Company Common Stock · 3,208 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Represents performance restricted stock units granted on February 11, 2019. The Compensation and Management Succession Committee certified performance on February 11, 2020 and the first 1/3 vested. The remaining award will vest 1/3 in 2021 and 1/3 in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents performance restricted stock units granted on February 11, 2019. The Compensation and Management Succession Committee certified performance on February 11, 2020 and the first 1/3 vested. The remaining award will vest 1/3 in 2021 and 1/3 in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents performance restricted stock units granted on February 11, 2019. The Compensation and Management Succession Committee certified performance on February 11, 2020 and the first 1/3 vested. The remaining award will vest 1/3 in 2021 and 1/3 in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 23:15 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,524 | $68.59 | $104,531.16 |
DisclosureSEC source: 0001209191-20-009393 · doc4.xml · nonDerivative · entry 4 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,360.1563 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 23:15 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009393 · doc4.xml · nonDerivative · entry 3 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,884.1563 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 first 1/3 of performance restricted stock units granted on February 11, 2019. The Compensation Committee and Management Succession Committee certified performance on February 11, 2020. Includes 142 accrued dividend equivalent units. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 23:15 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 14,915 | $68.59 | $1,023,019.85 |
DisclosureSEC source: 0001209191-20-009393 · doc4.xml · nonDerivative · entry 2 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,534.1563 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 23:15 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 32,885 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009393 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,449.1563 F1 · security: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2017-2019 award. The Compensation and Management Succession Committee certified perform Read SEC document |
| February 03, 2020 Filed Feb 4, 2020 21:38 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,000 | $70.67 | $141,340.00 |
DisclosureSEC source: 0001209191-20-006388 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,564.1563 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| January 03, 2020 Filed Jan 7, 2020 01:03 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,000 | $62.53 | $125,060.00 |
DisclosureSEC source: 0001209191-20-002161 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,564.1563 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 21:38 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 8,184 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-001051 · doc4.xml · derivative · entry 3 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,552 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 requirements. F3 · 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. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. 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 requirements. 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 requirements. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 21:38 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 3,978 | $63.70 | $253,398.60 |
DisclosureSEC source: 0001209191-20-001051 · doc4.xml · nonDerivative · entry 2 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,564.1563 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 21:38 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 8,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-001051 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,542.1563 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. Includes 586 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. Includes 586 accrued dividend equivalent units. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| December 03, 2019 Filed Dec 4, 2019 21:40 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,000 | $62.08 | $124,160.00 |
DisclosureSEC source: 0001209191-19-059081 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,772.1563 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| November 04, 2019 Filed Nov 5, 2019 21:40 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,000 | $62.22 | $124,440.00 |
DisclosureSEC source: 0001209191-19-055245 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,772.1563 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| October 07, 2019 Filed Oct 8, 2019 21:13 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 121,533 | $44.42 Strike: $44.42 | $5,398,495.86 |
DisclosureSEC source: 0001209191-19-052783 · doc4.xml · derivative · entry 4 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 · 121,533 shares Expires 2022-02-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Options were exercised and shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| October 07, 2019 Filed Oct 8, 2019 21:13 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,000 | $61.87 | $123,740.00 |
DisclosureSEC source: 0001209191-19-052783 · doc4.xml · nonDerivative · entry 3 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,772.1563 F2 · security: Shares were sold pursuant to a Rule 10b5-1 plan. F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.71 to $61.95, 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 07, 2019 Filed Oct 8, 2019 21:13 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 121,533 | $61.87 | $7,519,246.71 |
DisclosureSEC source: 0001209191-19-052783 · doc4.xml · nonDerivative · entry 2 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,772.1563 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.71 to $61.95, 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 07, 2019 Filed Oct 8, 2019 21:13 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 121,533 | $44.42 | $5,398,495.86 |
DisclosureSEC source: 0001209191-19-052783 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,305.1563 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. Read SEC document |
| September 03, 2019 Filed Sep 4, 2019 20:53 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,000 | $58.28 | $116,560.00 |
DisclosureSEC source: 0001209191-19-048239 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,772.1563 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| August 05, 2019 Filed Aug 6, 2019 21:07 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,000 | $57.51 | $115,020.00 |
DisclosureSEC source: 0001209191-19-044853 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,772.1563 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| July 03, 2019 Filed Jul 3, 2019 21:17 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,000 | $56.00 | $112,000.00 |
DisclosureSEC source: 0001209191-19-041211 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,772.1563 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| June 03, 2019 Filed Jun 4, 2019 21:10 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 2,000 | $53.50 | $107,000.00 |
DisclosureSEC source: 0001209191-19-034403 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,772.1563 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| April 04, 2019 Filed Apr 8, 2019 21:06 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 7,000 | $51.68 | $361,760.00 |
DisclosureSEC source: 0001209191-19-023985 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,772.1563 F1 · security: Shares were sold pursuant to a Rule 10b5-1 plan. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:27 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,054 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010718 · doc4.xml · derivative · entry 3 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,054 Underlying: Southern Company Common Stock · 3,054 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Represents performance restricted stock units granted on February 13, 2017. The remaining portion of the award will vest in 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · price: Represents performance restricted stock units granted on February 13, 2017. The remaining portion of the award will vest in 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents performance restricted stock units granted on February 13, 2017. The remaining portion of the award will vest in 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents performance restricted stock units granted on February 13, 2017. The remaining portion of the award will vest in 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:27 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,526 | $49.22 | $75,109.72 |
DisclosureSEC source: 0001209191-19-010718 · doc4.xml · nonDerivative · entry 2 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,772.1563 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:27 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,363 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010718 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,298.1563 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 13, 2017. The Compensation and Management Succession Committee certified performance on February 13, 2018. Includes 309 accrued dividend equivalent units. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:36 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,567 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009787 · doc4.xml · derivative · entry 5 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,136 Underlying: Southern Company Common Stock · 3,567 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Represents performance restricted stock units granted on February 27, 2018. The Compensation and Management Succession Committee certified performance on February 11, 2019 and the first 1/3 vested. The remaining award will vest 1/3 in 2020 and 1/3 in 2021. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · price: Represents performance restricted stock units granted on February 27, 2018. The Compensation and Management Succession Committee certified performance on February 11, 2019 and the first 1/3 vested. The remaining award will vest 1/3 in 2020 and 1/3 in 2021. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents performance restricted stock units granted on February 27, 2018. The Compensation and Management Succession Committee certified performance on February 11, 2019 and the first 1/3 vested. The remaining award will vest 1/3 in 2020 and 1/3 in 2021. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents performance restricted stock units granted on February 27, 2018. The Compensation and Management Succession Committee certified performance on February 11, 2019 and the first 1/3 vested. The remaining award will vest 1/3 in 2020 and 1/3 in 2021. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.