Form 4 for SO Southern Company
Accepted 2024-02-14 00:00:00 ET · period of report 2024-02-13 · accession 0001209191-24-003342 · 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 | 2024-02-14 | 2024-02-13 | SO | DAVIS MARTIN BERNARD | EVP, CIO | F - Tax | $67.51 | -778 | 89.6K | -0.9% | -$52.5K |
| D | 2024-02-14 | 2024-02-13 | SO | DAVIS MARTIN BERNARD | EVP, CIO | M - OptEx | $0.00 | +1,722 | 90.3K | +2% | $0 |
| D | 2024-02-14 | 2024-02-13 | SO | DAVIS MARTIN BERNARD | EVP, CIO | M - OptEx | $0.00 | -1,593 | 1,593 | -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 | 2024-02-13 | F | D | 778 | $67.51 | 89,563 | D | — | — | (F2) Shares withheld to satisfy required state and federal tax withholding requirements. |
| 2 | Common | Southern Company Common Stock | 2024-02-13 | M | A | 1,722 | $0.00 | 90,341 | D | — | — | (F1) Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 13, 2022. Includes 129 accrued dividend equivalent units. |
| 3 | Derivative | Performance Restricted Stock Units | 2024-02-13 | M | D | 1,593 | $0.00 | 1,593 | D | $0.00 · — to — | 1,593 Southern Company Common Stock | (F3) Represents second 1/3 of performance restricted stock units granted on February 13, 2022. The remaining 1/3 of the award will vest 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. |