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Southern Company (SO) director Lizanne Thomas receives 473 deferred stock units

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

Rhea-AI Filing Summary

Southern Company director Lizanne Thomas received a grant of deferred stock units as part of her quarterly director equity retainer. She was awarded 473.0866 deferred stock units, each representing the right to receive one share of Southern Company common stock, based on a reference price of $95.12 per unit. Following this award, her reported balance increased to 7,757.6864 deferred stock units, including units accumulated through the plan’s dividend reinvestment feature. These units are deferred compensation under the company’s equity and incentive compensation plans and will be settled in common shares after her service on the Board ends, with no set exercise or expiration date.

Positive

  • None.

Negative

  • None.
Insider Thomas Lizanne
Role null
Type Security Shares Price Value
Grant/Award Deferred Stock Units Holding 473.087 $95.12 $45K
Holdings After Transaction: Deferred Stock Units Holding — 7,757.686 shares (Direct, null)
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 473.0866 units Quarterly director equity retainer on 2026-07-01
Reference price per unit $95.12 per unit Grant of deferred stock units
Total deferred stock units after grant 7,757.6864 units Holdings following reported transaction
Underlying common stock 473.0866 shares One share of common stock per deferred unit
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 for Outside Directors"
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"
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Form 4 Insider Transactions: What Each Field Means →
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*
Thomas Lizanne
(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)
07/01/2026		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)$007/01/2026A473.0866 (2) (2)Southern Company Common Stock473.0866$95.127,757.6864(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 Lizanne Thomas07/02/2026
** 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)

Source: View Original Filing on SEC EDGAR

FAQ

What did Southern Company (SO) director Lizanne Thomas report in this Form 4?

Director Lizanne Thomas reported receiving a grant of deferred stock units as part of her quarterly director equity retainer. She acquired 473.0866 deferred stock units that will eventually convert into Southern Company common shares after her Board service ends.

How many deferred stock units did Lizanne Thomas receive from Southern Company (SO)?

She received 473.0866 deferred stock units. Each unit represents the right to receive one share of Southern Company common stock, awarded as her quarterly director equity retainer and deferred under the company’s Deferred Compensation Plan for Outside Directors.

What is the reference price for the Southern Company (SO) deferred stock units granted?

The deferred stock units were awarded at a reference price of $95.12 per unit. This price is used to calculate the number of units granted as part of the director’s equity retainer rather than reflecting a cash transaction in the open market.

How many deferred stock units does Lizanne Thomas hold after this Southern Company (SO) grant?

After this grant, she holds a total of 7,757.6864 deferred stock units. This figure includes both the newly granted units and additional units accumulated through the dividend reinvestment feature of Southern Company’s Deferred Compensation Plan for Outside Directors.

When will the Southern Company (SO) deferred stock units be settled into shares?

The deferred stock units will be settled in Southern Company common stock after Lizanne Thomas’s service on the Board ends. Settlement occurs on dates she specified under the Deferred Compensation Plan, and the units have no exercise or expiration date.

Are the Southern Company (SO) deferred stock units a stock purchase by Lizanne Thomas?

No, the deferred stock units are a compensation grant, not an open-market stock purchase. They represent part of her quarterly director equity retainer, deferred under company plans, and will convert into common shares after her Board service concludes.