Key facts
- This page summarizes Martin Bernard Davis's Form 4 filing for SOUTHERN CO (SO).
- 3 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 18 Feb 2025, 16:00.
Martin Bernard Davis - 18 Feb 2025 Form 4 Insider Report for SOUTHERN CO (SO)
- Reporting relationship
- EVP & CIO
- Issuer ticker
- SO
- Reported as of
- 18 Feb 2025
- Net transaction value
- -$69,250
- SEC form
- 4
- Accepted by SEC
- 18 Feb 2025, 16:00:03 UTC
- Prior SEC filing
- 07 Feb 2025
- Next SEC filing
- 04 Mar 2025
- Source filing
- View source filing
- Reporting owner signature
- /s/ J. Patrick Becker, Attorney-in-Fact for Martin B. Davis
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Martin Bernard Davis filed Form 4 for SOUTHERN CO (SO) on 18 Feb 2025.
Change
- Previous filing in this sequence was filed on 07 Feb 2025.
- Current net transaction value: -$69,250.
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
Options Exercise
- Transaction value
- $0
- Shares
- +1,784
- Change %
- +1.7%
- Price
- $0.000000
- Shares after
- 104,013
- Date
- 13 Feb 2025
- Ownership
- Direct
- Footnotes
- F1
SO
transaction
Southern Company Common Stock
Tax liability
- Transaction value
- $69,250
- Shares
- -798
- Change %
- -0.77%
- Price
- $86.78
- Shares after
- 103,215
- Date
- 13 Feb 2025
- Ownership
- Direct
- Footnotes
- F2
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
- -1,593
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 13 Feb 2025
- Ownership
- Direct
- Underlying class
- Southern Company Common Stock
- Underlying amount
- 1,593
- Exercise price
- $0.000000
- Footnotes
- F3
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 3 footnotes
Footnote F1
Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 13, 2022. Includes 191 accrued dividend equivalent units.
Footnote F2
Shares withheld to satisfy required state and federal tax withholding requirements.
Footnote F3
Represents final 1/3 of performance restricted stock units granted on February 13, 2022. 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.