Key facts
- This page summarizes Ann P. Daiss's Form 4 filing for SOUTHERN CO (SO).
- 5 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 15 Feb 2023, 15:47.
Ann P. Daiss - 13 Feb 2023 Form 4 Insider Report for SOUTHERN CO (SO)
- Reporting relationship
- Comptroller
- Issuer ticker
- SO
- Reported as of
- 13 Feb 2023
- Net transaction value
- -$289,465
- SEC form
- 4
- Accepted by SEC
- 15 Feb 2023, 15:47:13 UTC
- Prior SEC filing
- 14 Feb 2023
- Source filing
- View source filing
- Reporting owner signature
- /s/ Marcia R. DeMar, Attorney-in-Fact for Ann P. Daiss
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
Ann P. Daiss filed Form 4 for SOUTHERN CO (SO) on 15 Feb 2023.
Change
- Previous filing in this sequence was filed on 14 Feb 2023.
- Current net transaction value: -$289,465.
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
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
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
- +8,865
- Change %
- +61%
- Price
- $0.000000
- Shares after
- 23,317
- Date
- 13 Feb 2023
- Ownership
- Direct
- Footnotes
- F1
SO
transaction
Southern Company Common Stock
Tax liability
- Transaction value
- $268,386
- Shares
- -3,998
- Change %
- -17%
- Price
- $67.13
- Shares after
- 19,319
- Date
- 13 Feb 2023
- Ownership
- Direct
- Footnotes
- F2
SO
transaction
Southern Company Common Stock
Options Exercise
- Transaction value
- $0
- Shares
- +684
- Change %
- +3.5%
- Price
- $0.000000
- Shares after
- 20,003
- Date
- 13 Feb 2023
- Ownership
- Direct
- Footnotes
- F3
SO
transaction
Southern Company Common Stock
Tax liability
- Transaction value
- $21,079
- Shares
- -314
- Change %
- -1.6%
- Price
- $67.13
- Shares after
- 19,689
- Date
- 13 Feb 2023
- Ownership
- Direct
- Footnotes
- F2
SO
holding
Southern Company Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 4,956
- Date
- 13 Feb 2023
- Ownership
- 401K
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
SO
transaction
Derivative
Southern Co Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -659
- Change %
- -33%
- Price
- $0.000000
- Shares after
- 1,316
- Date
- 13 Feb 2023
- Ownership
- Direct
- Underlying class
- Southern Company Common Stock
- Underlying amount
- 659
- 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 2020-2022 award. The Compensation and Management Succession Committee certified performance on February 13, 2023. 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 restricted stock units granted on February 13, 2022. Includes 25 accrued dividend equivalent units.
Footnote F4
Represents 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.