Form 4 for SO Southern Company
Accepted 2023-02-15 00:00:00 ET · period of report 2023-02-13 · accession 0001209191-23-009790 · 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 | 2023-02-15 | 2023-02-13 | SO | Daiss Ann P | Comptroller | M - OptEx | $0.00 | +684 | 20.0K | +4% | $0 |
| DM | 2023-02-15 | 2023-02-13 | SO | Daiss Ann P | Comptroller | F - Tax | $67.13 | -4,312 | 19.7K | -18% | -$289.5K |
| D | 2023-02-15 | 2023-02-13 | SO | Daiss Ann P | Comptroller | A - Grant | $0.00 | +8,865 | 23.3K | +61% | $0 |
| D | 2023-02-15 | 2023-02-13 | SO | Daiss Ann P | Comptroller | M - OptEx | $0.00 | -659 | 1,316 | -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 | 2023-02-13 | M | A | 684 | $0.00 | 20,003.03 | D | — | — | (F3) Shares acquired upon vesting of first 1/3 of restricted stock units granted on February 13, 2022. Includes 25 accrued dividend equivalent units. |
| 2 | Common | Southern Company Common Stock | 2023-02-13 | F | D | 3,998 | $67.13 | 19,319.03 | D | — | — | (F2) Shares withheld to satisfy required state and federal tax withholding requirements. |
| 3 | Common | Southern Company Common Stock | 2023-02-13 | A | A | 8,865 | $0.00 | 23,317.03 | D | — | — | (F1) Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2020-2022 award. The Compensation and Management Succession Committee certified performance on February 13, 2023. Includes accrued dividend equivalent units. |
| 4 | Common | Southern Company Common Stock | 2023-02-13 | F | D | 314 | $67.13 | 19,689.03 | D | — | — | (F2) Shares withheld to satisfy required state and federal tax withholding requirements. |
| 5 | Derivative | Southern Co Restricted Stock Units | 2023-02-13 | M | D | 659 | $0.00 | 1,316 | D | $0.00 · — to — | 659 Southern Company Common Stock | (F4) Represents restricted stock units granted on February 13, 2022. The remaining award will vest 1/3 in 2024 and 1/3 in 2025. 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. |