| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SO | Southern Company Common Stock | Options Exercise | $0 | +3.33K | +2.3% | $0.00 | 148K | 01 Feb 2025 | Direct | F1 |
| transaction | SO | Southern Company Common Stock | Tax liability | -$130K | -1.55K | -1.05% | $83.95 | 147K | 01 Feb 2025 | Direct | F2 |
| holding | SO | Southern Company Common Stock | 32.8K | 01 Feb 2025 | 401(k) |
| 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 | -3.09K | -50% | $0.00 | 3.09K | 01 Feb 2025 | Southern Company Common Stock | 3.09K | $0.00 | Direct | F3 |
| Id | Content |
|---|---|
| F1 | Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 1, 2023. Includes 246 accrued dividend equivalent units. |
| F2 | Shares withheld to satisfy required state and federal tax withholding requirements. |
| F3 | Represents second 1/3 of performance restricted stock units granted on February 1, 2023. The remaining award will vest 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. |