KIM MATTHEW M. (Comptroller) 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
+340.00
Price / share
—
Trade value
—
% of position
Southern Company Common Stock
Shares
−170.00
Price / share
$89.31
Trade value
$15.18K
% of position
Southern Company Common Stock
Shares
+345.00
Price / share
—
Trade value
—
% of position
Southern Company Common Stock
Shares
−173.00
Price / share
$89.31
Trade value
$15.45K
% of position
Net shares
+342.00
Net value
-$30.63K
| 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 | +340.00 | — | — | 3.7% | 9.09K | 9.43K |
| Southern Company Common Stock Direct | 1/31/2026 | F · Tax Withholding | −170.00 | $89.31 | $15.18K | 1.8% | 9.43K | 9.26K |
| Southern Company Common Stock Direct | 2/1/2026 | M · Option Exercise | +345.00 | — | — | 3.7% | 9.26K | 9.60K |
| Southern Company Common Stock Direct | 2/1/2026 | F · Tax Withholding | −173.00 | $89.31 | $15.45K | 1.8% | 9.60K | 9.43K |
| Total | +342.00 | -$30.63K | ||||||
Southern Co Restricted Stock Units
Southern Company Common Stock
317.00 shares
Shares
−317.00
Strike price
0
Held after
318.00
Exercisable
—
Southern Co Restricted Stock Units
Southern Company Common Stock
308.00 shares
Shares
−308.00
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 Stock317.00 shares | 1/31/2026 | M · Option Exercise | −317.00 | 0 | — | 318.00 |
| Southern Co Restricted Stock Units Direct | Southern Company Common Stock308.00 shares | 2/1/2026 | M · Option Exercise | −308.00 | 0 | — | 0.00 |
Southern Company Common Stock
Indirect| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Southern Company Common Stock | 1.19K | Indirect |
| Total | 1.19K | 1.19K indirect |