Director at Southern Co (NYSE: SO) donates 15,000 shares

Rhea-AI Filing Summary

Southern Company director Anthony F. Earley Jr. reported a charitable stock gift. On the reported date, he disposed of 15,000 shares of Southern Company common stock as a bona fide gift, with no sale proceeds. The footnote explains this was a charitable donation to a donor advised fund. After the donation, his directly owned position stood at 9,261 shares, indicating he retains a meaningful, but reduced, personal stake in the company.

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

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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^*

EARLEY ANTHONY F JR

(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)
02/26/2026

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
Southern Company Common Stock Holding(1)	02/26/2026		G		15,000	D	$0	9,261	D

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

Explanation of Responses:

1. Represents the charitable donation of shares to a donor advised fund.

	/s/ Brittney Anderson, Attorney-in-Fact for Anthony F. Earley, Jr.	03/02/2026
	** 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 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 insider transaction did Southern Company (SO) report on this Form 4?

Southern Company reported that director Anthony F. Earley Jr. made a bona fide gift of 15,000 shares of common stock. The transaction was coded as a charitable donation rather than a sale, so no price or proceeds were involved.

How many Southern Company (SO) shares did the director donate?

Anthony F. Earley Jr. donated 15,000 shares of Southern Company common stock. The filing classifies this as a bona fide gift, indicating a transfer without consideration, consistent with a charitable contribution instead of an open-market or private sale.

Who received the donated Southern Company (SO) shares from the director?

The filing states that the 15,000 Southern Company shares were donated to a donor advised fund. A donor advised fund is a charitable giving vehicle, so the transfer represents a charitable contribution rather than a transaction aimed at realizing cash.

Did the Southern Company (SO) director sell any shares in this Form 4?

No, the director did not sell shares. The reported Form 4 transaction is coded as a bona fide gift, described as a charitable donation of 15,000 shares to a donor advised fund, with a reported transaction price per share of $0.0000.

How many Southern Company (SO) shares does the director hold after the gift?

After the reported charitable gift, Anthony F. Earley Jr. directly holds 9,261 shares of Southern Company common stock. This post-transaction balance reflects his remaining direct ownership following the 15,000-share donation disclosed in the Form 4.

What does transaction code G mean in this Southern Company (SO) Form 4?

Transaction code G on the Form 4 indicates a bona fide gift. In this case, it reflects that 15,000 Southern Company shares were transferred as a charitable donation to a donor advised fund rather than sold for cash or exercised from derivatives.