Southern Company (SO) officer details stock and RSU ownership in new filing

Rhea-AI Filing Summary

Southern Company insider holdings update: An officer of Southern Company, serving as Chairman, President & CEO, MPC, reported beneficial ownership of Southern Company common stock and equity awards as of 08/04/2025. The officer indirectly holds 15,094.68 shares of Southern Company common stock through a 401(k) plan.

The filing also lists several restricted stock unit (RSU) awards that each convert into one share of common stock at settlement: 1,592 RSUs granted on February 5, 2025 that vest in three equal parts on the first, second, and third anniversaries of the grant; 1,391 RSUs granted on January 31, 2024 with one-third already vested and the remaining thirds vesting in 2026 and 2027; and 672 RSUs granted on February 1, 2023, with two-thirds already vested and the final portion scheduled to vest in 2026.

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

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1. Name and Address of Reporting Person^*

Cherry Pedro P.

(Last) (First) (Middle)

30 IVAN ALLEN JR. BLVD., NW

(Street)

ATLANTA GA 30308

(City) (State) (Zip)

2. Date of Event Requiring Statement (Month/Day/Year)
08/04/2025

3. Issuer Name and Ticker or Trading Symbol
SOUTHERN CO [ SO ]

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chairman, President & CEO, MPC

5. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
Southern Company Common Stock	15,094.68	I	401(k)

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Southern Co Restricted Stock Units(1)	(1)	(1)	Southern Company Common Stock	1,592	$0	D
Southern Co Restricted Stock Units(2)	(2)	(2)	Southern Company Common Stock	1,391	$0	D
Southern Co Restricted Stock Units(3)	(3)	(3)	Southern Company Common Stock	672	$0	D

Explanation of Responses:

1. Represents Restricted Stock Units granted on February 5, 2025. The award will vest 1/3 per year on the first, second and third anniversaries of grant date. Each restricted stock unit represents the right to receive, at settlement, one share of common stock.

2. Represents Restricted Stock Units granted on January 31, 2024. The award vested 1/3 on the first anniversary of the grant date. 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.

3. Represents Restricted Stock Units granted on February 1, 2023. The award vested 1/3 on each of the first and second anniversaries of the grant date. The remaining award will vest in 2026. Each restricted stock unit represents the right to receive, at settlement, one share of common stock.

	/s/ Brittney Anderson, Attorney-in-Fact for Pedro P. Cherry	01/06/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider holdings did Southern Company (SO) report in this filing?

The officer reported beneficial ownership of 15,094.68 shares of Southern Company common stock held indirectly through a 401(k) plan, plus several restricted stock unit awards tied to Southern Company common stock.

What restricted stock units (RSUs) were granted in 2025 to the Southern Company (SO) officer?

The filing shows a grant of 1,592 restricted stock units on February 5, 2025. These RSUs vest in three equal installments on the first, second, and third anniversaries of the grant date, with each RSU representing one share of Southern Company common stock at settlement.

How do the 2024 Southern Company (SO) restricted stock units vest for this officer?

The officer holds 1,391 restricted stock units granted on January 31, 2024. One-third vested on the first anniversary of the grant date, and the remaining portions are scheduled to vest 1/3 in 2026 and 1/3 in 2027, each unit delivering one share of common stock at settlement.

What is the vesting schedule for the 2023 Southern Company (SO) restricted stock units?

The officer has 672 restricted stock units granted on February 1, 2023. One-third vested on each of the first and second anniversaries of the grant date, and the remaining portion is scheduled to vest in 2026, with each unit settled in one share of Southern Company common stock.

What is the role of the reporting person in relation to Southern Company (SO)?

The reporting person is an officer of Southern Company, identified with the title Chairman, President & CEO, MPC, and is required to report beneficial ownership of Southern Company securities.

Are the reported Southern Company (SO) restricted stock units cash-settled or share-settled?

Each restricted stock unit reported in this filing represents the right to receive, at settlement, one share of Southern Company common stock, according to the explanations provided.