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Southern Co (SO) Form 4: Director adds 448.3122 deferred units

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

Rhea-AI Filing Summary

Southern Company director Donald M. James reported on Form 4 the acquisition of 448.3122 deferred stock units under the company’s Deferred Compensation Plan, with a per-share reference price of $94.80. The filing shows these units are payable in Southern Company common stock only upon termination and have no exercise or expiration date. After the transaction, Mr. James is reported to beneficially own 199,063.1309 shares of Southern Company common stock, held directly. The Form 4 was signed by an attorney-in-fact on behalf of the reporting person.

Positive

  • Director acquired 448.3122 deferred stock units under the company's Deferred Compensation Plan
  • Beneficial ownership reported at 199,063.1309 shares following the transaction

Negative

  • None.
Insider JAMES DONALD M
Role Director
Type Security Shares Price Value
Grant/Award Deferred Stock Units Holding 448.312 $94.80 $42K
Holdings After Transaction: Deferred Stock Units Holding — 199,063.131 shares (Direct)
Footnotes (1)
  1. [object Object]
Form 4 Insider Transactions: What Each Field Means →
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*
JAMES DONALD M
(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 $94.8 199,063.1309 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 Donald M. James 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.

Source: View Original Filing on SEC EDGAR

FAQ

What did Donald M. James report on the Form 4 for Southern Company (SO)?

He reported acquiring 448.3122 deferred stock units under Southern Company's Deferred Compensation Plan, payable in stock only upon termination.

What is the value or price referenced in the Form 4 transaction?

The filing lists a per-share reference price of $94.80 for the underlying common stock.

How many Southern Company shares does Donald M. James beneficially own after the reported transaction?

The Form 4 reports 199,063.1309 shares beneficially owned following the transaction.

Are the deferred stock units exercisable or do they expire?

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

Who signed the Form 4 filing for Donald M. James?

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