Skip to main content

AI assistant

Sign in to chat with this filing

The assistant answers questions, extracts KPIs, and summarises risk factors directly from the filing text.

SOUTHERN CO Director's Dealing 2021

Sep 13, 2021

29866_dirs_2021-09-13_4a46ae39-8294-454a-8805-96039171c223.zip

Director's Dealing

Open in viewer

Opens in your device viewer

SEC Form 3 — Initial Statement of Beneficial Ownership

Issuer: SOUTHERN CO (SO)
CIK: 0000092122
Period of Report: 2021-09-01

Reporting Person: Tucker Daniel S (Executive Vice President & CFO)

Holdings (Non-Derivative)

Security Shares Ownership
Southern Company Common Stock 30449 Direct
Southern Company Common Stock 3034.8258 Indirect
Southern Company Common Stock 675.7477 Indirect

Holdings (Derivative)

Security Exercise Price Expiration Underlying Shares Ownership
Phantom Stock Units $0.00 Southern Company Common Stock (3867.2084) Direct
Southern Co Restricted Stock Units $0.00 Southern Company Common Stock (581) Direct
Southern Co Restricted Stock Units $0.00 Southern Company Common Stock (831) Direct
Southern Co Restricted Stock Units $0.00 Southern Company Common Stock (1506) Direct
Southern Co. Performance Stock Units Holding $0.00 Southern Company Common Stock (4069) Direct
Southern Co. Performance Stock Units Holding $0.00 Southern Company Common Stock (2910) Direct
Southern Co. Performance Stock Units Holding $0.00 Southern Company Common Stock (3514) Direct

Footnotes

F1: Acquired on various dates between January 11, 2013 and August 27, 2021 pursuant to Southern deferred compensation plan, at prices ranging from $40.12 to $70.40 per unit, payable in cash only upon termination.

F2: Represents restricted stock units granted on February 11, 2019. The remaining 1/3 of the award will vest in 2022. Each restricted stock unit represents the right to receive, at statement, one share of common stock.

F3: Represents restricted stock units granted on February 11, 2020. The remaining award will vest 1/3 in 2022 and 1/3 in 2023. Each restricted stock unit represents the right to receive, at statement, one share of common stock.

F4: Restricted stock granted on February 3, 2021. The awards will vest one-third per year on the first, second and third anniversary of grant date. Each restricted stock unit represents the right to receive, at statement, one share of common stock.

F5: Performance share units granted on February 11, 2019. The award has a three year performance period and will vest on December 31, 2021. PSUs will convert to shares of Common Stock based on achievement of specific performance measures.

F6: Performance share units granted on February 11, 2020. The award has a three year performance period and will vest on December 31, 2022. PSUs will convert to shares of Common Stock based on achievement of specific performance measures.

F7: Performance share units granted on February 3, 2021. The award has a three year performance period and will vest on December 31, 2023. PSUs will convert to shares of Common Stock based on achievement of specific performance measures.