| Type | Sym | Class | Transaction | Value $ | Shares | Change % | Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SO | Southern Company Common Stock | +Grant/Award | $0 | +5,809 | +17.04% | $0.00 | 39,907 | Feb 13, 2023 | Direct | F1 |
| transaction | SO | Southern Company Common Stock | -Tax liability | -$175,948 | -2,621 | -6.57% | $67.13 | 37,286 | Feb 13, 2023 | Direct | F2 |
| transaction | SO | Southern Company Common Stock | +Options Exercise | $0 | +2,561 | +6.87% | $0.00 | 39,847 | Feb 13, 2023 | Direct | F3 |
| transaction | SO | Southern Company Common Stock | -Tax liability | -$77,871 | -1,160 | -2.91% | $67.13 | 38,687 | Feb 13, 2023 | Direct | F2 |
| holding | SO | Southern Company Common Stock | 746 | Feb 13, 2023 | By Wife's 401(K) | ||||||
| holding | SO | Southern Company Common Stock | 3,234 | Feb 13, 2023 | 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 | -2,467 | -33.34% | $0.00 | 4,933 | Feb 13, 2023 | Southern Company Common Stock | 2,467 | $0.00 | Direct | F4 |
| 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 performance restricted stock units granted on February 13, 2021. The Compensation Committee and Management Succession Committee certified performance on February 13, 2023. Includes 94 accrued dividend equivalent units. |
| F4 | Represents first 1/3 of performance 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. |