Stephen E. Kuczynski - 31 Dec 2022 Form 4 Insider Report for SOUTHERN CO (SO)

Reporting relationship: Pres. & CEO, Southern Nuclear
Issuer ticker: SO
Reported as of: 31 Dec 2022
Net transaction value: -$313,276
SEC form: 4
Accepted by SEC: 03 Jan 2023, 15:38:13 UTC
Prior SEC filing: 14 Nov 2022
Next SEC filing: 11 Jan 2023
Source filing: View source filing
Reporting owner signature: /s/ Marcia R. DeMar, Attorney-in-Fact for Stephen E. Kuczynski

Key filing fact

Stephen E. Kuczynski filed Form 4 for SOUTHERN CO (SO) on 03 Jan 2023.

Key facts

This page summarizes Stephen E. Kuczynski's Form 4 filing for SOUTHERN CO (SO).
3 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 03 Jan 2023, 15:38.

Change

Previous filing in this sequence was filed on 14 Nov 2022.
Current net transaction value: -$313,276.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

SO transaction

Southern Company Common Stock

Options Exercise

Transaction value: $0
Shares: +9,889
Change %: +8.6%
Price: $0.000000
Shares after: 125,173
Date: 31 Dec 2022
Ownership: Direct
Footnotes: F1

SO transaction

Southern Company Common Stock

Tax liability

Transaction value: $313,276
Shares: -4,387
Change %: -3.5%
Price: $71.41
Shares after: 120,786
Date: 31 Dec 2022
Ownership: Direct
Footnotes: F2

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

SO transaction Derivative

Southern Co Restricted Stock Units

Options Exercise

Transaction value: $0
Shares: -8,184
Change %: -100%
Price: $0.000000^*
Shares after: 0
Date: 31 Dec 2022
Ownership: Direct
Underlying class: Southern Company Common Stock
Underlying amount: 8,184
Exercise price: $0.000000
Footnotes: F3

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote F1

The RSU award, granted on May 23, 2018, vests 20% each year for five years, on December 31 of each year, beginning December 31, 2018. Includes 1,705 accrued dividend equivalent units. Shares will be withheld upon vesting to satisfy tax requirements.

Footnote F2

Shares withheld to satisfy required state and federal tax withholding requirements.

Footnote F3

The RSU award, granted on May 23, 2018, vests 20% each year for five years, on December 31 of each year, beginning December 31, 2018. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirement