| Type | Sym | Class | Transaction | Value $ | Shares | Change % | Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SO | Southern Company Common Stock | +Grant/Award | $0 | +23,580 | +30.5% | $0.00 | 100,891 | Feb 7, 2024 | Direct | F1 |
| transaction | SO | Southern Company Common Stock | -Tax liability | -$700,230 | -10,459 | -10.37% | $66.95 | 90,432 | Feb 7, 2024 | Direct | F2 |
| transaction | SO | Southern Company Common Stock | +Options Exercise | $0 | +1,610 | +1.78% | $0.00 | 92,042 | Feb 7, 2024 | Direct | F3 |
| transaction | SO | Southern Company Common Stock | -Tax liability | -$47,601 | -711 | -0.77% | $66.95 | 91,331 | Feb 7, 2024 | Direct | F2 |
| holding | SO | Southern Company Common Stock | 22,462 | Feb 7, 2024 | By 401(k) Trustee |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SO | Southern Co. Performance Stock Units Holding | -Options Exercise | $0 | -1,546 | -33.33% | $0.00 | 3,092 | Feb 7, 2024 | Southern Company Common Stock | 1,546 | $0.00 | Direct | F4 |
| Id | Content |
|---|---|
| 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. |
| 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 1, 2023. The Compensation and Talent Development Committee certified performance on February 7, 2024. Includes 64 accrued dividend equivalent units. |
| 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. |