Form 4 for SO Southern Company
Accepted 2026-04-02 16:30:15 ET · period of report 2026-04-01 · accession 0001193125-26-140265 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2026-04-02 16:30 | 2026-04-01 | SO | Kim Matthew M. | Comptroller | M - OptEx | $0.00 | +82 | 6,970 | +1% | $0 |
| D | 2026-04-02 16:30 | 2026-04-01 | SO | Kim Matthew M. | Comptroller | F - Tax | $96.94 | -82 | 6,888 | -1% | -$7,949 |
| DM | 2026-04-02 16:30 | 2026-04-01 | SO | Kim Matthew M. | Comptroller | M - OptEx | $0.00 | -78 | 975 | -7% | $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 | 2026-04-01 | M | A | 82 | $0.00 | 6,970 | 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 4 accrued dividend equivalent units. |
| 2 | Common | Southern Company Common Stock | 2026-04-01 | F | D | 82 | $96.94 | 6,888 | 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 | Derivative | Southern Co Restricted Stock Units | 2026-04-01 | M | D | 13 | $0.00 | 305 | D | $0.00 · — to — | 13 Southern Company Common Stock | (F3) Represents restricted stock units granted on January 31, 2024, payable in Southern Company common stock and will continue to vest on the 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. (F3) Represents restricted stock units granted on January 31, 2024, payable in Southern Company common stock and will continue to vest on the 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. (F3) Represents restricted stock units granted on January 31, 2024, payable in Southern Company common stock and will continue to vest on the 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. |
| 4 | Derivative | Southern Co Restricted Stock Units | 2026-04-01 | M | D | 23 | $0.00 | 539 | D | $0.00 · — to — | 23 Southern Company Common Stock | (F4) Represents restricted stock units granted on February 5, 2025, payable in Southern Company common stock and will continue to vest on the remaining 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. (F4) Represents restricted stock units granted on February 5, 2025, payable in Southern Company common stock and will continue to vest on the remaining 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. (F4) Represents restricted stock units granted on February 5, 2025, payable in Southern Company common stock and will continue to vest on the remaining 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. |
| 5 | Derivative | Performance Restricted Stock Units | 2026-04-01 | M | D | 42 | $0.00 | 975 | D | $0.00 · — to — | 42 Southern Company Common Stock | (F5) Represents restricted stock units granted on February 11, 2026, payable in Southern Company common stock and vest every 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. (F5) Represents restricted stock units granted on February 11, 2026, payable in Southern Company common stock and vest every 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. (F5) Represents restricted stock units granted on February 11, 2026, payable in Southern Company common stock and vest every 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. |