SPAINHOUR STERLING A JR. (EVP & CLO) 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
+2.75K
Price / share
—
Trade value
—
% of position
Southern Company Common Stock
Shares
−1.29K
Price / share
$89.31
Trade value
$115.30K
% of position
Southern Company Common Stock
Shares
+2.37K
Price / share
—
Trade value
—
% of position
Southern Company Common Stock
Shares
−1.06K
Price / share
$89.31
Trade value
$94.49K
% of position
Net shares
+2.78K
Net value
-$209.79K
| 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 | +2.75K | — | — | 15.8% | 17.38K | 20.14K |
| Southern Company Common Stock Direct | 1/31/2026 | F · Tax Withholding | −1.29K | $89.31 | $115.30K | 6.4% | 20.14K | 18.85K |
| Southern Company Common Stock Direct | 2/1/2026 | M · Option Exercise | +2.37K | — | — | 12.6% | 18.85K | 21.22K |
| Southern Company Common Stock Direct | 2/1/2026 | F · Tax Withholding | −1.06K | $89.31 | $94.49K | 5.0% | 21.22K | 20.16K |
| Total | +2.78K | -$209.79K | ||||||
Performance Restricted Stock Units
Southern Company Common Stock
2.57K shares
Shares
−2.57K
Strike price
0
Held after
2.57K
Exercisable
—
Performance Restricted Stock Units Holding
Southern Company Common Stock
2.12K shares
Shares
−2.12K
Strike price
0
Held after
0.00
Exercisable
—
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Performance Restricted Stock Units Direct | Southern Company Common Stock2.57K shares | 1/31/2026 | M · Option Exercise | −2.57K | 0 | — | 2.57K |
| Performance Restricted Stock Units Holding Direct | Southern Company Common Stock2.12K shares | 2/1/2026 | M · Option Exercise | −2.12K | 0 | — | 0.00 |
Southern Company Common Stock
Indirect| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Southern Company Common Stock | 6.88K | Indirect |
| Total | 6.88K | 6.88K indirect |