Form 4 for SO Southern Company
Accepted 2025-02-04 00:00:00 ET · period of report 2025-01-31 · accession 0000950170-25-013210 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2025-02-04 | 2025-01-31+ | SO | Poroch David P. | CAO, Comptroller | F - Tax | $83.95 | -536 | 35.1K | -2% | -$45.0K |
| DM | 2025-02-04 | 2025-01-31+ | SO | Poroch David P. | CAO, Comptroller | M - OptEx | $0.00 | +1,408 | 35.8K | +4% | $0 |
| DM | 2025-02-04 | 2025-01-31+ | SO | Poroch David P. | CAO, Comptroller | M - OptEx | $0.00 | -1,331 | 655 | -67% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Southern Company Common Stock | 2025-01-31 | F | D | 325 | $83.95 | 35,468 | D | — | — | (F2) Shares withheld to satisfy required state and federal tax withholding requirements. |
| 2 | Common | Southern Company Common Stock | 2025-02-01 | M | A | 707 | $0.00 | 35,303 | D | — | — | (F1) Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 1, 2023. Includes 52 accrued dividend equivalent units. |
| 3 | Common | Southern Company Common Stock | 2025-01-31 | M | A | 701 | $0.00 | 35,793 | D | — | — | (F3) Shares acquired upon vesting of first 1/3 of restricted stock units granted on January 31, 2024. Includes 25 accrued dividend equivalent units. |
| 4 | Common | Southern Company Common Stock | 2025-02-01 | F | D | 211 | $83.95 | 35,092 | D | — | — | (F2) Shares withheld to satisfy required state and federal tax withholding requirements. |
| 5 | Derivative | Southern Co Restricted Stock Units | 2025-01-31 | M | D | 676 | $0.00 | 1,352 | D | $0.00 · — to — | 676 Southern Company Common Stock | (F5) Represents first 1/3 of restricted stock units granted on January 31, 2024. The remaining award will vest 1/3 in 2026 and 1/3 in 2027. 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. |
| 6 | Derivative | Southern Co. Restricted Stock Units Holdings | 2025-02-01 | M | D | 655 | $0.00 | 655 | D | $0.00 · — to — | 655 Southern Company Common Stock | (F4) 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. |