Form 4 for SO Southern Company
Accepted 2024-02-08 00:00:00 ET · period of report 2024-02-06 · accession 0001209191-24-002994 · 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 | 2024-02-08 | 2024-02-06 | SO | Drake Sloane N | EVP, CHRO | F - Tax | $67.40 | -834 | 22.1K | -4% | -$56.2K |
| D | 2024-02-08 | 2024-02-06 | SO | Drake Sloane N | EVP, CHRO | M - OptEx | $0.00 | +1,726 | 22.9K | +8% | $0 |
| D | 2024-02-08 | 2024-02-06 | SO | Drake Sloane N | EVP, CHRO | M - OptEx | $0.00 | -1,657 | 4,971 | -25% | $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 | 2024-02-06 | F | D | 834 | $67.40 | 22,088 | D | — | — | (F2) Shares withheld to satisfy required state and federal tax withholdings. |
| 2 | Common | Southern Company Common Stock | 2024-02-06 | M | A | 1,726 | $0.00 | 22,922 | D | — | — | (F1) Shares acquired upon the first of 1/3 restricted stock units granted February 6, 2023. Includes 69 accrued dividend equivalents. |
| 3 | Derivative | Southern Co Restricted Stock Units | 2024-02-06 | M | D | 1,657 | $0.00 | 4,971 | D | $0.00 · — to — | 1,657 Southern Company Common Stock | (F3) Represents first 1/4 of restricted stock units granted on February 6, 2023. The remaining award will vest 1/4 in 2025 and 1/2 in 2026. 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. |