Form 4 for SO Southern Company
Accepted 2026-02-03 00:00:00 ET · period of report 2025-04-30 · accession 0001193125-26-036071 · 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 | 2026-02-03 | 2025-04-30+ | SO | Poroch David P. | EVP, CFO | M - OptEx | $0.00 | +1,514 | 41.2K | +4% | $0 |
| DM | 2026-02-03 | 2025-04-30+ | SO | Poroch David P. | EVP, CFO | F - Tax | $89.60 | -512 | 40.9K | -1% | -$45.9K |
| DM | 2026-02-03 | 2025-04-30+ | SO | Poroch David P. | EVP, CFO | M - OptEx | $0.00 | -1,388 | 1,696 | -45% | $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 | 2025-04-30 | M | A | 58 | $0.00 | 39,960 | D | — | — | (F1) Represents shares delivered to the Company to cover FICA withholding obligations due because Reporting Person is retirement eligible pursuant to his applicable stock grant documents. Includes 1 accrued dividend equivalent unit. |
| 2 | Common | Southern Company Common Stock | 2025-04-30 | F | D | 58 | $91.89 | 39,902 | D | — | — | (F2) Represents shares delivered to the Company to cover FICA withholding obligations due because Reporting Person is retirement eligible pursuant to his applicable stock grant documents. |
| 3 | Common | Southern Company Common Stock | 2026-01-31 | M | A | 725 | $0.00 | 40,627 | D | — | — | (F3) Shares acquired upon vesting of second 1/3 of restricted stock units granted on January 31, 2024. Includes 49 accrued dividend equivalent units. |
| 4 | Common | Southern Company Common Stock | 2026-01-31 | F | D | 198 | $89.31 | 40,429 | D | — | — | (F4) Shares withheld to satisfy required state and federal tax withholding requirements. |
| 5 | Common | Southern Company Common Stock | 2026-02-01 | M | A | 731 | $0.00 | 41,160 | D | — | — | (F5) Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 1, 2023. Includes 76 accrued dividend equivalent units. |
| 6 | Common | Southern Company Common Stock | 2026-02-01 | F | D | 256 | $89.31 | 40,904 | D | — | — | (F4) Shares withheld to satisfy required state and federal tax withholding requirements. |
| 7 | Derivative | Southern Co. Restricted Stock Units Holdings | 2026-02-01 | M | D | 655 | $0.00 | 0 | D | $0.00 · — to — | 655 Southern Company Common Stock | (F6) Represents final 1/3 of performance restricted stock units granted on February 1, 2023. 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. |
| 8 | Derivative | Southern Co Restricted Stock Units | 2026-01-31 | M | D | 676 | $0.00 | 676 | D | $0.00 · — to — | 676 Southern Company Common Stock | (F7) Represents second 1/3 of restricted stock units granted on January 31, 2024. The remaining award will vest 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. |
| 9 | Derivative | Southern Co Restricted Stock Units | 2025-04-30 | M | D | 57 | $0.00 | 1,696 | D | $0.00 · — to — | 57 Southern Company Common Stock | (F8) Represents restricted stock units granted on February 5, 2025, payable in Southern Company common stock and vest 1/3 per year on the first, second and third anniversary of the grant date. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy income tax requirements. |