Form 4 for SO Southern Company
Accepted 2023-02-14 00:00:00 ET · period of report 2023-02-11 · accession 0001209191-23-009268 · 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 | 2023-02-14 | 2023-02-11 | SO | DAVIS MARTIN BERNARD | EVP, CIO | M - OptEx | $0.00 | +1,196 | 40.6K | +3% | $0 |
| D | 2023-02-14 | 2023-02-11 | SO | DAVIS MARTIN BERNARD | EVP, CIO | F - Tax | $66.88 | -540 | 40.0K | -1% | -$36.1K |
| D | 2023-02-14 | 2023-02-11 | SO | DAVIS MARTIN BERNARD | EVP, CIO | M - OptEx | $0.00 | -1,060 | 0 | -100% | $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 | 2023-02-11 | M | A | 1,196 | $0.00 | 40,566 | D | — | — | (F1) Shares acquired upon vesting of final 1/3 of restricted stock units granted on February 11, 2020. Includes 136 accrued dividend equivalent units. |
| 2 | Common | Southern Company Common Stock | 2023-02-11 | F | D | 540 | $66.88 | 40,026 | D | — | — | (F2) Shares withheld to satisfy required state and federal tax withholding requirements. |
| 3 | Derivative | Southern Co Restricted Stock Units | 2023-02-11 | M | D | 1,060 | $0.00 | 0 | D | $0.00 · — to — | 1,060 Southern Company Common Stock | (F3) Represents final 1/3 of restricted stock units granted on February 11, 2020. 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. |