STOCK TITAN

Notifications

Limited Time Offer! Get Platinum at the Gold price until January 31, 2026!

Sign up now and unlock all premium features at an incredible discount.

Read more on the Pricing page

Southern Company Director Adds 448.3122 Deferred Units, Holdings 9,886.74 Shares

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Kristine L. Svinicki, a director of Southern Company (SO), acquired deferred stock units under the company's Deferred Compensation Plan on 10/01/2025. The filing shows an acquisition of 448.3122 deferred stock units that convert to 448.3122 shares of Southern Company common stock. After the reported transaction the reporting person directly beneficially owns 9,886.7401 shares. The units were acquired at a reported per‑share reference of $94.80 and are payable in stock only upon termination, with no exercise or expiration date disclosed. The Form 4 was signed on behalf of Ms. Svinicki on 10/02/2025.

Positive

  • Director increased direct holdings to 9,886.7401 shares after acquisition
  • Acquisition under company plan indicates alignment of director compensation with shareholder value via stock settlement

Negative

  • None.

Insights

Director acquired 448.3122 deferred stock units, increasing direct holdings to 9,886.7401 shares.

The filing documents a routine acquisition under Southern Company's Deferred Compensation Plan on 10/01/2025. The units convert to an equal number of common shares and are payable in stock only upon termination, so the economic transfer is tied to the director's future separation rather than an open-market purchase.

Transaction is a compensation vesting event, not a discretionary open‑market trade.

This is a plan‑driven grant recorded as an acquisition (code A) and signed by an attorney‑in‑fact on 10/02/2025. Because the units are payable only upon termination and have no exercise/expiration dates, they reflect deferred compensation mechanics rather than an immediate change in voting or saleable stock.

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
1. Name and Address of Reporting Person*
Svinicki Kristine L

(Last) (First) (Middle)
30 IVAN ALLEN JR. BLVD., NW

(Street)
ATLANTA GA 30308

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
SOUTHERN CO [ SO ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
10/01/2025
4. 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 Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Deferred Stock Units Holding(1) $0 10/01/2025 A 448.3122 (1) (1) Southern Company Common Stock 448.3122 $94.8 9,886.7401 D
Explanation of Responses:
1. Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.
/s/ Brittney Anderson, Attorney-in-Fact for Kristine L. Svinicki 10/02/2025
** 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 4 (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 Kristine L. Svinicki report on Form 4 for SO?

The Form 4 reports an acquisition on 10/01/2025 of 448.3122 deferred stock units under Southern Company's Deferred Compensation Plan, increasing direct beneficial ownership to 9,886.7401 shares.

Are the deferred stock units immediately exercisable or payable?

No. The filing states the units are payable in stock only upon termination and there is no exercise or expiration date.

What price or valuation is shown for the reported units?

The filing includes a reference of $94.80 per share associated with the reported underlying shares.

Who signed the Form 4 and when was it filed?

The Form 4 was signed by Brittney Anderson, Attorney-in-Fact for Kristine L. Svinicki on 10/02/2025.

Does this Form 4 indicate an open‑market purchase or sale?

No. The transaction code is A (acquisition) and the explanation states it was made pursuant to the company's Deferred Compensation Plan, not an open‑market trade.
Southern

NYSE:SO

SO Rankings

SO Latest News

SO Latest SEC Filings

SO Stock Data

96.16B
1.10B
0.09%
71.66%
3.16%
Utilities - Regulated Electric
Electric Services
Link
United States
ATLANTA