STOCK TITAN

Southern Company (SO) director receives deferred stock unit grant as equity retainer

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

Rhea-AI Filing Summary

Southern Company director Janaki Akella received a grant of deferred stock units as part of board compensation. The award covered 464.2047 deferred stock units valued at $96.94 per unit, increasing Akella’s holdings to 20,534.9193 deferred stock units. Each unit represents one share of Southern Company common stock, to be settled in shares after board service ends, with no exercise or expiration date.

Positive

  • None.

Negative

  • None.
Insider Akella Janaki
Role Director
Type Security Shares Price Value
Grant/Award Deferred Stock Units Holding 464.205 $96.94 $45K
Holdings After Transaction: Deferred Stock Units Holding — 20,534.919 shares (Direct)
Footnotes (1)
  1. Represents quarterly director equity retainer paid under the Southern Company 2021 Equity and Incentive Compensation Plan and deferred pursuant to the Deferred Compensation Plan for Outside Directors of The Southern Company (Deferred Compensation Plan). Each deferred stock unit represents the right to receive one share of Southern Company common stock. Deferred stock units are settled in shares of Southern Company common stock on the date(s) following the termination of the reporting person's service on the Board as specified by the reporting person pursuant to the Deferred Compensation Plan. There is no exercise or expiration date. Includes additional deferred stock units acquired through the dividend reinvestment feature of the Deferred Compensation Plan.
Deferred stock units granted 464.2047 units Quarterly director equity retainer grant
Grant reference price $96.94 per unit Value used for deferred stock unit award
Total deferred stock units after grant 20,534.9193 units Holdings following the reported transaction
Deferred Stock Units financial
"Represents quarterly director equity retainer paid under the Southern Company 2021 Equity and Incentive Compensation Plan and deferred pursuant to the Deferred Compensation Plan"
Deferred stock units are promises from a company to give an employee shares of stock at a future date, often after certain conditions are met or after leaving the company. They function like a form of delayed compensation, allowing employees to earn shares over time. For investors, they represent potential future ownership in the company, but do not provide immediate voting rights or dividends until the shares are actually received.
Deferred Compensation Plan for Outside Directors financial
"deferred pursuant to the Deferred Compensation Plan for Outside Directors of The Southern Company"
equity retainer financial
"Represents quarterly director equity retainer paid under the Southern Company 2021 Equity and Incentive Compensation Plan"
dividend reinvestment feature financial
"Includes additional deferred stock units acquired through the dividend reinvestment feature of the Deferred Compensation Plan."
SEC Form 4
FORM 4UNITED 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).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Akella Janaki

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

(Street)
ATLANTA GEORGIA 30308

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
SOUTHERN CO [ SO ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/01/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Deferred Stock Units Holding(1)$004/01/2026A464.2047 (2) (2)Southern Company Common Stock464.2047$96.9420,534.9193(3)D
Explanation of Responses:
1. Represents quarterly director equity retainer paid under the Southern Company 2021 Equity and Incentive Compensation Plan and deferred pursuant to the Deferred Compensation Plan for Outside Directors of The Southern Company (Deferred Compensation Plan). Each deferred stock unit represents the right to receive one share of Southern Company common stock.
2. Deferred stock units are settled in shares of Southern Company common stock on the date(s) following the termination of the reporting person's service on the Board as specified by the reporting person pursuant to the Deferred Compensation Plan. There is no exercise or expiration date.
3. Includes additional deferred stock units acquired through the dividend reinvestment feature of the Deferred Compensation Plan.
/s/ Brittney Anderson, Attorney-in-Fact for Janaki Akella04/02/2026
** Signature of Reporting PersonDate
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.
* Form 4: SEC 1474 (03-26)

FAQ

What did Southern Company (SO) director Janaki Akella report on this Form 4?

Director Janaki Akella reported receiving 464.2047 deferred stock units as a board compensation grant. These units were awarded under Southern Company’s 2021 Equity and Incentive Compensation Plan and are deferred pursuant to the Deferred Compensation Plan for Outside Directors.

How many Southern Company (SO) deferred stock units does Akella hold after this transaction?

After the grant, Janaki Akella holds 20,534.9193 deferred stock units. This total includes the new quarterly equity retainer, prior grants, and additional units acquired through the dividend reinvestment feature of the Deferred Compensation Plan for Outside Directors.

What is the value per deferred stock unit in the Southern Company (SO) grant?

The 464.2047 deferred stock units were valued at $96.94 per unit. This valuation reflects the reference price used for the quarterly director equity retainer paid under Southern Company’s 2021 Equity and Incentive Compensation Plan and deferred into stock units.

When will Southern Company (SO) deferred stock units be settled for Janaki Akella?

These deferred stock units will be settled in shares of Southern Company common stock after Akella’s board service ends. The specific settlement date or dates are determined by Akella’s elections under the Deferred Compensation Plan for Outside Directors.

Do Southern Company (SO) deferred stock units have an exercise or expiration date?

The deferred stock units reported have no exercise or expiration date. They represent the right to receive shares of Southern Company common stock and are settled following termination of board service according to the Deferred Compensation Plan’s terms.