KERR, II JAMES Y (Executive VP & General Counsel) exercised options at SOUTHERN CO
Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.
Southern Company Common Stock
Shares
+3.41K
Price / share
—
Trade value
—
% of position
Southern Company Common Stock
Shares
−1.52K
Price / share
$89.31
Trade value
$135.57K
% of position
Southern Company Common Stock
Shares
+3.44K
Price / share
—
Trade value
—
% of position
Southern Company Common Stock
Shares
−1.59K
Price / share
$89.31
Trade value
$142K
% of position
Net shares
+3.74K
Net value
-$277.58K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Southern Company Common Stock Direct | 1/31/2026 | M · Option Exercise | +3.41K | — | — | 2.2% | 152.95K | 156.36K |
| Southern Company Common Stock Direct | 1/31/2026 | F · Tax Withholding | −1.52K | $89.31 | $135.57K | 1.0% | 156.36K | 154.84K |
| Southern Company Common Stock Direct | 2/1/2026 | M · Option Exercise | +3.44K | — | — | 2.2% | 154.84K | 158.28K |
| Southern Company Common Stock Direct | 2/1/2026 | F · Tax Withholding | −1.59K | $89.31 | $142K | 1.0% | 158.28K | 156.69K |
| Total | +3.74K | -$277.58K | ||||||
Southern Co Restricted Stock Units
Southern Company Common Stock
3.18K shares
Shares
−3.18K
Strike price
0
Held after
3.18K
Exercisable
—
Performance Restricted Stock Units
Southern Company Common Stock
3.09K shares
Shares
−3.09K
Strike price
0
Held after
0.00
Exercisable
—
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Southern Co Restricted Stock Units Direct | Southern Company Common Stock3.18K shares | 1/31/2026 | M · Option Exercise | −3.18K | 0 | — | 3.18K |
| Performance Restricted Stock Units Direct | Southern Company Common Stock3.09K shares | 2/1/2026 | M · Option Exercise | −3.09K | 0 | — | 0.00 |
Southern Company Common Stock
Indirect| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Southern Company Common Stock | 34.38K | Indirect |
| Total | 34.38K | 34.38K indirect |