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SO Form 3: Director John M. Turner Jr. Reports 1,000 Direct Shares

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
3

Rhea-AI Filing Summary

John M. Turner Jr. filed an initial Form 3 reporting ownership of 1,000 shares of Southern Company common stock (ticker: SO). The filing, dated 09/01/2025 for the event and signed on 09/02/2025, shows the shares are directly owned. Turner is identified as a director of Southern Company. No derivative securities or additional holdings are reported in this filing.

Positive

  • None.

Negative

  • None.

Insights

Routine initial insider disclosure showing a small direct stake; limited market impact.

The Form 3 documents a director's opening disclosure of 1,000 directly held shares in Southern Company. For a large-cap utility, this holding is immaterial to company capitalization and unlikely to influence market sentiment or voting control. The filing meets Section 16 reporting compliance and provides transparency on insider ownership.

Standard governance disclosure; confirms director ownership but no governance changes disclosed.

This initial statement establishes the director's beneficial ownership record with a direct holding of 1,000 shares. There are no indications of indirect holdings, option grants, or related-party transactions. The disclosure supports regulatory transparency but does not signal any shift in board composition or governance policy.

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
OMB APPROVAL
OMB Number: 3235-0104
Estimated average burden
hours per response: 0.5
1. Name and Address of Reporting Person*
Turner John M JR

(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)
09/01/2025
3. Issuer Name and Ticker or Trading Symbol
SOUTHERN CO [ SO ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
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 1,000 D
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
Explanation of Responses:
/s/ Brittney Anderson, Attorney-in-Fact for John M. Turner, Jr. 09/02/2025
** 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 did the Form 3 filed for SO disclose?

The Form 3 reports that John M. Turner Jr. directly owns 1,000 shares of Southern Company common stock, with the event date 09/01/2025.

What is John M. Turner Jr.'s relationship to Southern Company (SO)?

The filing identifies John M. Turner Jr. as a director of Southern Company.

Were any derivative securities disclosed in the Form 3 for SO?

No. The filing shows no derivative securities such as options, warrants, or convertible instruments.

When was the Form 3 signed and filed for the SO disclosure?

The signature block shows the form was signed by Brittney Anderson, Attorney-in-Fact for John M. Turner Jr. on 09/02/2025.

Is the reported 1,000-share holding direct or indirect for SO?

The Form 3 states the ownership is Direct (D).
Southern

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United States
ATLANTA