| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SO | Southern Company Common Stock | Options Exercise | $413K | +10K | +34.85% | $41.28 | 38.7K | Nov 16, 2023 | Direct | |
| transaction | SO | Southern Company Common Stock | Sale | -$694K | -10K | -25.85% | $69.39 | 28.7K | Nov 16, 2023 | Direct | |
| holding | SO | Southern Company Common Stock | 100 | Nov 16, 2023 | By Daughter | ||||||
| holding | SO | Southern Company Common Stock | 4.58K | Nov 16, 2023 | 401K |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SO | Option Right to Buy | Options Exercise | $0 | -10K | -49.75% | $0.00 | 10.1K | Nov 16, 2023 | Southern Company Common Stock | 10K | $41.28 | Direct |
Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.
Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).