Form 4 for SO Southern Company
Accepted 2023-02-07 00:00:00 ET · period of report 2023-02-03 · accession 0001209191-23-007574 · 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 | 2023-02-07 | 2023-02-03 | SO | Peoples James Jeffrey | COB, Pres, CEO, APC | F - Tax | $67.27 | -443 | 2,963 | -13% | -$29.8K |
| D | 2023-02-07 | 2023-02-03 | SO | Peoples James Jeffrey | COB, Pres, CEO, APC | M - OptEx | $0.00 | +890 | 3,406 | +35% | $0 |
| D | 2023-02-07 | 2023-02-03 | SO | Peoples James Jeffrey | COB, Pres, CEO, APC | M - OptEx | $0.00 | -823 | 823 | -50% | $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 | 2023-02-03 | F | D | 443 | $67.27 | 2,963 | D | — | — | (F2) Shares withheld to satisfy required state and federal tax withholding requirements. |
| 2 | Common | Southern Company Common Stock | 2023-02-03 | M | A | 890 | $0.00 | 3,406 | D | — | — | (F1) Shares acquired upon vesting of second 1/3 of restricted stock units granted on February 3, 2021. Includes 67 accrued dividend equivalent units. |
| 3 | Derivative | Southern Co Restricted Stock Units | 2023-02-03 | M | D | 823 | $0.00 | 823 | D | $0.00 · — to — | 823 Southern Company Common Stock | (F3) Represents restricted stock units granted on February 3, 2021. The remaining 1/3 of the award will vest 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. |