| Type | Sym | Class | Transaction | Value $ | Shares | Change % | Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SO | Southern Company Common Stock | +Options Exercise | $0 | +18,819 | +2.88% | $0.00 | 672,136 | Feb 11, 2022 | Direct | F1 |
| transaction | SO | Southern Company Common Stock | -Tax liability | -$569,986 | -8,534 | -1.27% | $66.79 | 663,602 | Feb 11, 2022 | Direct | F2 |
| transaction | SO | Southern Company Common Stock | +Options Exercise | $0 | +15,347 | +2.31% | $0.00 | 678,949 | Feb 11, 2022 | Direct | F3 |
| transaction | SO | Southern Company Common Stock | -Tax liability | -$464,925 | -6,961 | -1.03% | $66.79 | 671,988 | Feb 11, 2022 | Direct | F2 |
| holding | SO | Southern Company Common Stock | 155,377 | Feb 11, 2022 | By Grantor Retained Annuity Trust | ||||||
| holding | SO | Southern Company Common Stock | 15,013 | Feb 11, 2022 | By 401(K) |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SO | Performance Restricted Stock Units | -Options Exercise | $0 | -16,585 | -100% | $0.00 | 0 | Feb 11, 2022 | Southern Company Common Stock | 16,585 | $0.00 | Direct | F4 |
| transaction | SO | Performance Restricted Stock Units | -Options Exercise | $0 | -14,123 | -50% | $0.00 | 14,124 | Feb 11, 2022 | Southern Company Common Stock | 14,123 | $0.00 | Direct | F5 |
| Id | Content |
|---|---|
| F1 | Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 11, 2019. Includes 2,234 accrued dividend equivalent units. |
| F2 | Shares withheld to satisfy required state and federal tax withholding requirements. |
| F3 | Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 11, 2020. Includes 1,224 accrued dividend equivalent units. |
| F4 | Represents final 1/3 of performance restricted stock units granted on February 11, 2019. 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. |
| F5 | Represents second 1/3 of performance restricted stock units granted on February 11, 2020. The remaining 1/3 of the award will vest in 2023. Each performance 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. |