Southern Company (NYSE: SO) plans sale of 25,000 common shares via Merrill Lynch

Rhea-AI Filing Summary

The Southern Company filed a Form 144 notice indicating a proposed sale of 25,000 shares of common stock through Merrill Lynch (New York). The filing lists multiple compensatory issuances and vesting events to the reporting holder, including dividend reinvestment and restricted/performance stock unit vesting on dates in 2024 and 2025.

Insights

Securities compliance analyst

Form 144 lists a proposed resale of 25,000 common shares and multiple compensatory vestings.

This filing is a regulatory notice of an intended sale under Section 144; it lists the broker (Merrill Lynch), the market (New York), and several compensatory payment and vesting entries dated between 09/05/2024 and 03/05/2025

Timing and execution details are not provided here; subsequent Form 4/Form 5 or broker reports would show actual sales. Future filings will show whether the listed shares were sold and the transaction mechanics.

Key Figures

Proposed resale: 25,000 shares Dividend reinvestment entry (09/05/2024): 959 shares Dividend reinvestment entry (12/05/2024): 1,007 shares +3 more

6 metrics

Proposed resale 25,000 shares listed alongside Merrill Lynch and New York market

Dividend reinvestment entry (09/05/2024) 959 shares dividend reinvestment compensatory payment on <date>09/05/2024</date>

Dividend reinvestment entry (12/05/2024) 1,007 shares dividend reinvestment compensatory payment on <date>12/05/2024</date>

Performance Stock Unit vest (02/05/2025) 12,462 shares performance stock unit vesting on <date>02/05/2025</date>

Restricted Stock Unit vest (02/01/2025) 1,926 shares restricted stock unit vesting on <date>02/01/2025</date>

Restricted Stock Unit vest (02/05/2025) 1,887 shares restricted stock unit vesting on <date>02/05/2025</date>

Key Terms

Form 144, Restricted Stock Unit, Performance Stock Unit, Dividend reinvestment

4 terms

Form 144 regulatory

"Filed notice of proposed sale of restricted/registered securities"

Form 144 is a document that investors must file with the government when they plan to sell a large number of shares of a company's stock. It helps ensure transparency so everyone knows how many shares are being sold and when, which can impact the stock's price.

Restricted Stock Unit financial

"RESTRICTED STOCK UNIT VEST entries dated 02/01/2025 and 02/05/2025"

A restricted stock unit is a promise from a company to give an employee shares of stock after certain conditions are met, like staying with the company for a set amount of time. It’s like earning a bonus that turns into company stock once you’ve proven your commitment, making it a way to motivate and reward employees.

Performance Stock Unit financial

"PERFORMANCE STOCK UNIT VEST entry dated 02/05/2025"

A performance stock unit is a type of reward companies give to employees, usually managers, that depends on how well the company performs over time. If the company hits specific goals, the employee earns shares of stock, like earning a prize for reaching certain levels in a game. It motivates employees to work hard because their rewards are tied to the company's success.

Dividend reinvestment financial

"DIVIDEND REINVESTMENT entries dated 09/05/2024 and 12/05/2024"

Dividend reinvestment is when the money earned from a company's profit sharing, called dividends, is automatically used to buy more shares of that company instead of being received as cash. This process helps investors grow their holdings over time without extra effort, much like using earned interest to buy more of a savings account. It encourages long-term investment growth by continuously increasing the amount of shares owned.

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK
Filer CCC
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

Relationship to Issuer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
COMMON	MERRILL LYNCH 3455 PEACHTREE RD NE SUITE 1000 ATLANTA GA 30326	25000	2416750	1119391291	03/30/2026	NEW YORK

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
COMMON	09/05/2024	DIVIDEND REINVESTMENT	THE SOUTHERN COMPANY			959	09/05/2024	COMPENSATORY PAYMENT
COMMON	12/05/2024	DIVIDEND REINVESTMENT	THE SOUTHERN COMPANY			1007	12/05/2024	COMPENSATORY PAYMENT
COMMON	03/05/2025	DIVIDEND REINVESTMENT	THE SOUTHERN COMPANY			1217	03/05/2025	COMPENSATORY PAYMENT
COMMON	02/01/2025	RESTRICTED STOCK UNIT VEST	THE SOUTHERN COMPANY			1926	02/01/2025	COMPENSATORY PAYMENT
COMMON	02/01/2025	RESTRICTED STOCK UNIT VEST	THE SOUTHERN COMPANY			158	02/01/2025	COMPENSATORY PAYMENT
COMMON	02/05/2025	RESTRICTED STOCK UNIT VEST	THE SOUTHERN COMPANY			1887	02/05/2025	COMPENSATORY PAYMENT
COMMON	02/05/2025	RESTRICTED STOCK UNIT VEST	THE SOUTHERN COMPANY			79	02/05/2025	COMPENSATORY PAYMENT
COMMON	02/05/2025	PERFORMANCE STOCK UNIT VEST	THE SOUTHERN COMPANY			12462	02/05/2025	COMPENSATORY PAYMENT
COMMON	02/05/2025	PERFORMANCE STOCK UNIT VEST	THE SOUTHERN COMPANY			3452	02/05/2025	COMPENSATORY PAYMENT
COMMON	02/13/2025	RESTRICTED STOCK UNIT VEST	THE SOUTHERN COMPANY			1655	02/13/2025	COMPENSATORY PAYMENT
COMMON	02/13/2025	RESTRICTED STOCK UNIT VEST	THE SOUTHERN COMPANY			198	02/13/2025	COMPENSATORY PAYMENT

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Nothing to Report

144: Remarks and Signature

Remarks

Date of Notice

Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1

ATTENTION:

The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.

Signature

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)

FAQ

What does the Form 144 for Southern Company (SO) report?

It reports a proposed resale of 25,000 common shares through Merrill Lynch. The notice lists multiple compensatory and vesting entries dated between 09/05/2024 and 03/05/2025, indicating the source of some shares.

Who is the broker named in the Southern Company Form 144?

The broker listed is Merrill Lynch at 3455 Peachtree Rd NE, Atlanta, GA. The filing also references the New York market and a filing date of 03/30/2026 in the record shown.

Does the Form 144 confirm the shares were sold?

No. Form 144 is a notice of an intended sale; it does not confirm execution. Actual sales and timing would appear in later trading reports or Forms 4/5 if transactions occurred.

What types of shares and events are listed in the filing?

The filing lists common stock tied to dividend reinvestment, restricted stock unit vesting, and performance stock unit vesting events, with specific dated entries in 2024 and 2025.