| Type | Sym | Class | Transaction | Value $ | Shares | Change % | Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SO | Southern Company Common Stock | +Options Exercise | $0 | +7,111 | +8.69% | $0.00 | 88,902 | Feb 7, 2024 | Direct | F1 |
| transaction | SO | Southern Company Common Stock | -Tax liability | -$214,776 | -3,208 | -3.61% | $66.95 | 85,694 | Feb 7, 2024 | Direct | F2 |
| holding | SO | Southern Company Common Stock | 2,412 | Feb 7, 2024 | 401K |
| 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 | -6,898 | -33.33% | $0.00 | 13,796 | Feb 7, 2024 | Southern Company Common Stock | 6,898 | $0.00 | Direct | F3 |
| Id | Content |
|---|---|
| F1 | Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on May 24, 2023. The Compensation and Talent Development Committee certified performance on February 7, 2024. Includes 213 accrued dividend equivalent units. |
| F2 | Shares withheld to satisfy required state and federal tax withholding requirements. |
| F3 | Represents first 1/3 of performance restricted stock units granted on May 24, 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. |