KIM MATTHEW M. (Comptroller) exercised options at SOUTHERN CO
Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.
M · 1 exercise
Filed: 2/9/2026ACC: 0001193125-26-041986
-136.00
Net shares
Net seller
$13.3K
Total sold
0
Open market trades
0B · 0S
3
Total transactions
292.00 acquired · 428.00 disposed
Non-Derivative Transactions2
Southern Company Common Stock
Direct
Shares
+292.00
Price / share
—
Trade value
—
% of position
3.1%
2/5/2026
9.43K→9.72K
Southern Company Common Stock
Direct
Shares
−146.00
Price / share
$91.08
Trade value
$13.30K
% of position
1.5%
2/5/2026
9.72K→9.57K
Total
Net shares
+146.00
Net value
-$13.30K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Southern Company Common Stock Direct | 2/5/2026 | M · Option Exercise | +292.00 | — | — | 3.1% | 9.43K | 9.72K |
| Southern Company Common Stock Direct | 2/5/2026 | F · Tax Withholding | −146.00 | $91.08 | $13.30K | 1.5% | 9.72K | 9.57K |
| Total | +146.00 | -$13.30K | ||||||
Derivative Transactions1
Southern Co Restricted Stock Units
Direct
Converts to
Southern Company Common Stock
282.00 shares
Shares
−282.00
Strike price
0
Held after
562.00
Exercisable
—
2/5/2026
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Southern Co Restricted Stock Units Direct | Southern Company Common Stock282.00 shares | 2/5/2026 | M · Option Exercise | −282.00 | 0 | — | 562.00 |
Non-Derivative Holdings (Post-Transaction)1
Southern Company Common Stock
IndirectShares owned1.19K
Total
1.19K indirect1.19K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Southern Company Common Stock | 1.19K | Indirect |
| Total | 1.19K | 1.19K indirect |
Derivative Holdings (Post-Transaction)0
No derivative holdings reported