Form 4 for SO Southern Company
Accepted 2025-02-07 00:00:00 ET · period of report 2025-02-05 · accession 0000950170-25-016423 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2025-02-07 | 2025-02-05 | SO | Greene Kimberly S, | COB, Pres, CEO, GPC | M - OptEx | $0.00 | +3,875 | 116.6K | +3% | $0 |
| DM | 2025-02-07 | 2025-02-05 | SO | Greene Kimberly S, | COB, Pres, CEO, GPC | F - Tax | $83.87 | -20.0K | 137.2K | -13% | -$1.68M |
| D | 2025-02-07 | 2025-02-05 | SO | Greene Kimberly S, | COB, Pres, CEO, GPC | A - Grant | $0.00 | +40.6K | 155.3K | +35% | $0 |
| D | 2025-02-07 | 2025-02-05 | SO | Greene Kimberly S, | COB, Pres, CEO, GPC | M - OptEx | $0.00 | -3,738 | 7,476 | -33% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Southern Company Common Stock | 2025-02-05 | M | A | 3,875 | $0.00 | 116,589 | D | — | — | (F1) Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on January 31, 2024. The Compensation and Talent Development Committee certified performance on February 5, 2025. Includes 137 accrued dividend equivalent units. |
| 2 | Common | Southern Company Common Stock | 2025-02-05 | F | D | 1,909 | $83.87 | 114,680 | D | — | — | (F2) Shares withheld to satisfy required state and federal tax withholding requirements. |
| 3 | Common | Southern Company Common Stock | 2025-02-05 | A | A | 40,602 | $0.00 | 155,282 | D | — | — | (F3) Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2022-2024 award. The Compensation and Talent Development Committee certified performance on February 5, 2025. Includes accrued dividend equivalent units. |
| 4 | Common | Southern Company Common Stock | 2025-02-05 | F | D | 18,126 | $83.87 | 137,156 | D | — | — | (F2) Shares withheld to satisfy required state and federal tax withholding requirements. |
| 5 | Derivative | Performance Restricted Stock Units | 2025-02-05 | M | D | 3,738 | $0.00 | 7,476 | D | $0.00 · — to — | 3,738 Southern Company Common Stock | (F4) Represents first 1/3 of performance restricted stock units granted on January 31, 2024. The remaining award will vest 1/3 in 2026 and 1/3 in 2027. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. |