Ann P. Daiss - Feb 13, 2023 Form 4 Insider Report for SOUTHERN CO (SO)

Role
Comptroller
Signature
/s/ Marcia R. DeMar, Attorney-in-Fact for Ann P. Daiss
Stock symbol
SO
Transactions as of
Feb 13, 2023
Transactions value $
-$289,465
Form type
4
Date filed
2/15/2023, 03:47 PM
Previous filing
Feb 14, 2023

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SO Southern Company Common Stock Award $0 +8.87K +61.34% $0.00 23.3K Feb 13, 2023 Direct F1
transaction SO Southern Company Common Stock Tax liability -$268K -4K -17.15% $67.13 19.3K Feb 13, 2023 Direct F2
transaction SO Southern Company Common Stock Options Exercise $0 +684 +3.54% $0.00 20K Feb 13, 2023 Direct F3
transaction SO Southern Company Common Stock Tax liability -$21.1K -314 -1.57% $67.13 19.7K Feb 13, 2023 Direct F2
holding SO Southern Company Common Stock 4.96K Feb 13, 2023 401K

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction SO Southern Co Restricted Stock Units Options Exercise $0 -659 -33.37% $0.00 1.32K Feb 13, 2023 Southern Company Common Stock 659 $0.00 Direct F4
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2020-2022 award. The Compensation and Management Succession Committee certified performance on February 13, 2023. Includes accrued dividend equivalent units.
F2 Shares withheld to satisfy required state and federal tax withholding requirements.
F3 Shares acquired upon vesting of first 1/3 of restricted stock units granted on February 13, 2022. Includes 25 accrued dividend equivalent units.
F4 Represents restricted stock units granted on February 13, 2022. The remaining award will vest 1/3 in 2024 and 1/3 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.