SO Form 144: Insider Plans Sale of 2,380 Shares via Merrill Lynch

Rhea-AI Filing Summary

The Southern Company (SO) Form 144 notifies the market of a proposed sale of 2,380 common shares with an aggregate market value of $226,147.60. The sale is to be handled by Merrill Lynch on the New York Stock Exchange with an approximate sale date of 08/11/2025.

The securities reported were acquired as restricted stock units (RSUs) and performance stock units (PSUs) that vested in February 2025: 366 and 44 shares from RSU vesting on 02/13/2025, and 1,970 shares from PSU vesting on 02/05/2025. The filer attests they are not aware of undisclosed material adverse information and indicates the transactions are compensatory payments.

Insights

Securities Analyst

TL;DR: Routine insider sale notice: 2,380 shares reported for sale under Rule 144, arising from recent RSU/PSU vesting.

The filing is a standard Form 144 disclosure showing an insider or related person intends to sell 2,380 common shares via Merrill Lynch on the NYSE. The shares originate from vesting of restricted and performance stock units in February 2025 and are labeled as compensatory payments. The document contains transaction-level detail but no operational, earnings, or liquidity information about the issuer. For investors, this filing documents a planned sale rather than company performance.

Corporate Governance Expert

TL;DR: Compliance-focused disclosure: the filer complies with Rule 144 requirements and signs the attestation regarding material nonpublic information.

The Form 144 includes required elements: class of security, broker, share count, market value, acquisition dates, and nature of acquisition (RSU/PSU vesting). The signature attestation regarding absence of undisclosed material adverse information is present. This is a procedural disclosure related to insider liquidity and does not by itself indicate governance changes or material corporate events.

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	2380	226147.60	1100047407	08/11/2025	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	02/13/2025	RESTRICTED STOCK UNIT VEST	SOUTHERN COMPANY			366	02/13/2025	COMPENSATORY PAYMENT
COMMON	02/13/2025	RESTRICTED STOCK UNIT VEST	SOUTHERN COMPANY			44	02/13/2025	COMPENSATORY PAYMENT
COMMON	02/05/2025	PERFORMANCE STOCK UNIT VEST	SOUTHERN COMPANY			1970	02/05/2025	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 Southern Company (SO) Form 144 report?

The filing reports a proposed sale of 2,380 common shares with an aggregate market value of $226,147.60, to be sold through Merrill Lynch on the New York Stock Exchange.

When is the approximate sale date listed on the Form 144 for SO?

The Form 144 lists an approximate date of sale of 08/11/2025.

How were the shares acquired that are being reported for sale?

The reported shares were acquired via vesting of equity awards: RSU vesting on 02/13/2025 (366 and 44 shares) and PSU vesting on 02/05/2025 (1,970 shares), noted as compensatory payments.

Which broker and exchange are named in the Form 144 for SO?

The broker is Merrill Lynch, 3455 Peachtree Rd NE, Atlanta, GA, and the exchange listed is NEW YORK.

Does the filer make any attestation on the Form 144?

Yes, the filer represents by signing the notice that they do not know any material adverse information about the issuer that has not been publicly disclosed.