Christopher Cummiskey - 07 Feb 2024 Form 4 Insider Report for SOUTHERN CO (SO)

Source evidence 5 source fields
Form type
4
Accepted by SEC
09 Feb 2024, 17:22:37 UTC
Previous filing
07 Feb 2024
Next filing
13 Feb 2024
SEC filing
View on sec.gov
Reporting owner 1 detail
Reporting owner signature
/s/ Myra C. Bierria, Attorney-in-Fact for Christopher Cummiskey

Key filing fact

Christopher Cummiskey filed Form 4 for SOUTHERN CO (SO) on 09 Feb 2024.

Key facts

  • This page summarizes Christopher Cummiskey's Form 4 filing for SOUTHERN CO (SO).
  • 5 reported transactions and 1 derivative row are listed below.
  • Accepted by SEC: 09 Feb 2024, 17:22.

Change

  • Previous filing in this sequence was filed on 07 Feb 2024.
  • Current net transaction value: -$762,494.

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.

See Original Filing

Reported non-derivative transactions

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

SO transaction

Southern Company Common Stock

Award

Transaction value
$0
Shares
+23,655
Change %
+105%
Price
$0.000000
Shares after
46,157
Date
07 Feb 2024
Ownership
Direct
Footnotes
F1
SO transaction

Southern Company Common Stock

Tax liability

Transaction value
$714,356
Shares
-10,670
Change %
-23%
Price
$66.95
Shares after
35,487
Date
07 Feb 2024
Ownership
Direct
Footnotes
F2
SO transaction

Southern Company Common Stock

Options Exercise

Transaction value
$0
Shares
+1,602
Change %
+4.5%
Price
$0.000000
Shares after
37,089
Date
07 Feb 2024
Ownership
Direct
Footnotes
F3
SO transaction

Southern Company Common Stock

Tax liability

Transaction value
$48,137
Shares
-719
Change %
-1.9%
Price
$66.95
Shares after
36,370
Date
07 Feb 2024
Ownership
Direct
Footnotes
F2
SO holding

Southern Company Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
5,574
Date
07 Feb 2024
Ownership
401K

Reported derivative securities

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

SO transaction Derivative

Performance Restricted Stock Units

Options Exercise

Transaction value
$0
Shares
-1,538
Change %
-33%
Price
$0.000000
Shares after
3,074
Date
07 Feb 2024
Ownership
Direct
Underlying class
Southern Company Common Stock
Underlying amount
1,538
Exercise price
$0.000000
Footnotes
F4
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 4 footnotes

Footnote F1

Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2021-2023 award. The Compensation and Talent Development Committee certified performance on February 7, 2024. Includes accrued dividend equivalent units.

Footnote F2

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

Footnote F3

Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 1, 2023. The Compensation and Talent Development Committee certified performance on February 7, 2024. Includes 64 accrued dividend equivalent units.

Footnote F4

Represents first 1/3 of performance restricted stock units granted on February 1, 2023. The remaining award will vest 1/3 in 2025 and 1/3 in 2026. 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.

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