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 11, 2019 Filed Feb 13, 2019 22:36 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 12,723 | $49.24 | $626,480.52 |
DisclosureSEC source: 0001209191-19-009787 · doc4.xml · nonDerivative · entry 4 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,935.1563 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:36 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 28,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009787 · doc4.xml · nonDerivative · entry 3 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,658.1563 F3 · security: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2016-2018 award. The Compensation and Management Succession Committee certified performance on February 11, 2019. Includes accrued dividend equivalent units. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:36 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,686 | $49.24 | $83,018.64 |
DisclosureSEC source: 0001209191-19-009787 · doc4.xml · nonDerivative · entry 2 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,606.1563 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:36 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009787 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,292.1563 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 27, 2018. The Compensation and Management Succession Committee certified performance on February 11, 2019. Includes 145 accrued dividend equivalent units. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 22:25 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 8,184 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-001180 · doc4.xml · derivative · entry 3 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,736 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. 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. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F1 · 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. F1 · 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. F1 · derivative.underlying_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. F1 · balance_after: 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, 2018 Filed Jan 3, 2019 22:25 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 3,726 | $43.92 | $163,645.92 |
DisclosureSEC source: 0001209191-19-001180 · doc4.xml · nonDerivative · entry 2 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,580.1563 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 22:25 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 8,399 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-001180 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,306.1563 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. Additional units will be acquired with deemed dividends. 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. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| May 23, 2018 Filed May 25, 2018 22:42 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Co Restricted Stock Units · Derivative | 40,920 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-033623 · doc4.xml · derivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,920 Underlying: Southern Company Common Stock · 40,920 shares Expires not disclosed F1 · security: Restricted stock unit (RSU) award designed to retain critical talent through completion of Plant Vogtle Units 3 and 4 in accordance with the schedule approved by the Georgia Public Service Commission in December 2017. The RSU award will vest 20% each year for five years, on December 31 of each year, beginning December 31, 2018. Vesting will be accelerated if the fuel load authorization for Unit 3 and Unit 4 is received from U.S. Nuclear Regulatory Commission before December 31, 2022. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F1 · derivative.exercise_date: Restricted stock unit (RSU) award designed to retain critical talent through completion of Plant Vogtle Units 3 and 4 in accordance with the schedule approved by the Georgia Public Service Commission in December 2017. The RSU award will vest 20% each year for five years, on December 31 of each year, beginning December 31, 2018. Vesting will be accelerated if the fuel load authorization for Unit 3 and Unit 4 is received from U.S. Nuclear Regulatory Commission before December 31, 2022. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F1 · derivative.expiration_date: Restricted stock unit (RSU) award designed to retain critical talent through completion of Plant Vogtle Units 3 and 4 in accordance with the schedule approved by the Georgia Public Service Commission in December 2017. The RSU award will vest 20% each year for five years, on December 31 of each year, beginning December 31, 2018. Vesting will be accelerated if the fuel load authorization for Unit 3 and Unit 4 is received from U.S. Nuclear Regulatory Commission 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 |
| February 12, 2018 Filed Feb 14, 2018 22:42 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,055 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010047 · doc4.xml · derivative · entry 5 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,108 Underlying: Southern Company Common Stock · 3,055 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 13, 2017. The Compensation and Management Succession Committee certified performance on February 12, 2018 and the first 1/3 vested. The remaining award will vest 1/3 in 2019 and 1/3 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. F4 · price: Represents performance restricted stock units granted on February 13, 2017. The Compensation and Management Succession Committee certified performance on February 12, 2018 and the first 1/3 vested. The remaining award will vest 1/3 in 2019 and 1/3 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. F4 · derivative.exercise_date: Represents performance restricted stock units granted on February 13, 2017. The Compensation and Management Succession Committee certified performance on February 12, 2018 and the first 1/3 vested. The remaining award will vest 1/3 in 2019 and 1/3 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. F4 · derivative.expiration_date: Represents performance restricted stock units granted on February 13, 2017. The Compensation and Management Succession Committee certified performance on February 12, 2018 and the first 1/3 vested. The remaining award will vest 1/3 in 2019 and 1/3 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 12, 2018 Filed Feb 14, 2018 22:42 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 12,065 | $44.68 | $539,064.20 |
DisclosureSEC source: 0001209191-18-010047 · doc4.xml · nonDerivative · entry 4 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,907.1563 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:42 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 32,942 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010047 · doc4.xml · nonDerivative · entry 3 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,972.1563 F3 · security: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2015-2017 award. The Compensation and Management Succession Committee certified performance on February 12, 2018. Includes accrued dividend equivalent units. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:42 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,005 | $44.68 | $44,903.40 |
DisclosureSEC source: 0001209191-18-010047 · doc4.xml · nonDerivative · entry 2 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,030.1563 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:42 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,194 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010047 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,035.1563 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 13, 2017. The Compensation and Management Succession Committee certified performance on February 12, 2018. Includes 139 accrued dividend equivalent units. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 22:37 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 21,377 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001181 · 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 · 21,377 shares Expires 2017-12-31 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: RSU award was granted on October 20, 2014. On December 31, 2017, the RSU award vested along with the accrued 3,238 dividend equivalent units. F1 · derivative.exercise_price: Each restricted stock unit (RSU) represents the right to receive, at settlement, one share of common stock. F1 · price: Each restricted stock unit (RSU) represents the right to receive, at settlement, one share of common stock. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 22:37 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 11,804 | $48.09 | $567,654.36 |
DisclosureSEC source: 0001209191-18-001181 · doc4.xml · nonDerivative · entry 2 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,841.1563 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 22:37 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 24,615.1563 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001181 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,645.1563 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 · price: Each restricted stock unit (RSU) represents the right to receive, at settlement, one share of common stock. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 16:46 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionOption Right to Buy · Derivative | 68,865 | $0.00 Strike: $41.28 | $0.00 |
DisclosureSEC source: 0001209191-17-015641 · 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 · 68,865 shares Expires 2024-02-10 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. F2 · security: Options vest 33% per year on the anniversary of the grant date. F3 · security: Includes the right to have shares withheld upon exercise to satisfy tax withholding obligations. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 16:46 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 62,290 | $50.67 | $3,156,346.42 |
DisclosureSEC source: 0001209191-17-015641 · doc4.xml · nonDerivative · entry 2 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,030 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.63 to $50.74, 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 footnote (1) to this Form 4. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 16:46 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 68,865 | $41.28 | $2,842,747.20 |
DisclosureSEC source: 0001209191-17-015641 · doc4.xml · nonDerivative · entry 1 Kuczynski Stephen E · CIK 0001524757 · Pres. & CEO, Southern Nuclear 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,320 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.