Form 4 for SO Southern Company
Accepted 2022-02-15 00:00:00 ET · period of report 2022-02-13 · accession 0001209191-22-009926 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2022-02-15 | 2022-02-13 | SO | DAVIS MARTIN BERNARD | EVP, CIO | F - Tax | $66.79 | -11.1K | 30.5K | -27% | -$743.8K |
| D | 2022-02-15 | 2022-02-13 | SO | DAVIS MARTIN BERNARD | EVP, CIO | M - OptEx | $0.00 | +1,785 | 31.3K | +6% | $0 |
| D | 2022-02-15 | 2022-02-13 | SO | DAVIS MARTIN BERNARD | EVP, CIO | A - Grant | $0.00 | +22.8K | 53.3K | +75% | $0 |
| D | 2022-02-15 | 2022-02-13 | SO | DAVIS MARTIN BERNARD | EVP, CIO | M - OptEx | $0.00 | -1,713 | 3,425 | -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 | 2022-02-13 | F | D | 10,327 | $66.79 | 42,966 | D | — | — | (F2) Shares withheld to satisfy required state and federal tax withholding requirements. |
| 2 | Common | Southern Company Common Stock | 2022-02-13 | F | D | 810 | $66.79 | 30,525 | D | — | — | (F2) Shares withheld to satisfy required state and federal tax withholding requirements. |
| 3 | Common | Southern Company Common Stock | 2022-02-13 | M | A | 1,785 | $0.00 | 31,335 | D | — | — | (F1) 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 72 accrued dividend equivalent units. |
| 4 | Common | Southern Company Common Stock | 2022-02-13 | A | A | 22,768 | $0.00 | 53,293 | D | — | — | (F3) 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. |
| 5 | Derivative | Performance Restricted Stock Units | 2022-02-13 | M | D | 1,713 | $0.00 | 3,425 | D | $0.00 · — to — | 1,713 Southern Company Common Stock | (F4) 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. |