| Type | Sym | Class | Transaction | Value $ | Shares | Change % | Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SO | Southern Company Common Stock | +Options Exercise | $0 | +21,216 | +2.71% | $0.00 | 803,120 | Feb 3, 2023 | Direct | F1 |
| transaction | SO | Southern Company Common Stock | -Tax liability | -$644,917 | -9,587 | -1.19% | $67.27 | 793,533 | Feb 3, 2023 | Direct | F2 |
| holding | SO | Southern Company Common Stock | 16,193 | Feb 3, 2023 | By 401(K) | ||||||
| holding | SO | Southern Company Common Stock | 113,617 | Feb 3, 2023 | By Grantor Retained Annuity Trust |
| 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 | -19,624 | -50% | $0.00 | 19,624 | Feb 3, 2023 | Southern Company Common Stock | 19,624 | $0.00 | Direct | F3 |
| Id | Content |
|---|---|
| F1 | Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 3, 2021. Includes 1,592 accrued dividend equivalent units. |
| F2 | Shares withheld to satisfy required state and federal tax withholding requirements. |
| F3 | Represents second 1/3 of performance restricted stock units granted on February 3, 2021. The remaining 1/3 of the award will vest in 2024. 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. |