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Southern Company (SO) CEO Peoples discloses stock unit vesting and tax share withholding

Filing Impact
(High)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

Southern Company insider James Jeffrey Peoples, Chairman, President & CEO of APC, reported the vesting of performance-based restricted stock units and related share withholding for taxes. On January 31, 2026, 3,380 Southern Company common shares were acquired upon vesting, tied to a 2024 performance award, while 1,420 shares were withheld to satisfy tax obligations at $89.31 per share. On February 1, 2026, 3,231 additional shares were acquired from the final third of a 2023 performance award, and 1,493 shares were withheld for taxes at $89.31 per share. Following these transactions, Peoples directly held 17,405 Southern Company common shares and indirectly held 9,200.6106 shares through a 401(k) account.

Positive

  • None.

Negative

  • None.
Insider Peoples James Jeffrey
Role Chairman, President & CEO, APC
Type Security Shares Price Value
Exercise Southern Co Restricted Stock Units 2,895 $0.00 --
Exercise Southern Company Common Stock 3,231 $0.00 --
Tax Withholding Southern Company Common Stock 1,493 $89.31 $133K
Exercise Performance Restricted Stock Units 3,154 $0.00 --
Exercise Southern Company Common Stock 3,380 $0.00 --
Tax Withholding Southern Company Common Stock 1,420 $89.31 $127K
holding Southern Company Common Stock -- -- --
Holdings After Transaction: Southern Co Restricted Stock Units — 0 shares (Direct); Southern Company Common Stock — 18,898 shares (Direct); Performance Restricted Stock Units — 3,155 shares (Direct); Southern Company Common Stock — 9,200.611 shares (Indirect, 401(k))
Footnotes (1)
  1. Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on January 31, 2024. Includes 226 accrued dividend equivalent units. Shares withheld to satisfy required state and federal tax withholding requirements. Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 1, 2023. Includes 336 accrued dividend equivalent units. Represents final 1/3 of performance restricted stock units granted on February 1, 2023. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Represents second 1/3 of performance restricted stock units granted on January 31, 2024. The remaining award will vest in 2027. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements.
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).
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*
Peoples James Jeffrey
(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)
Director 10% Owner
X Officer (give title below) Other (specify below)
Chairman, President & CEO, APC
3. Date of Earliest Transaction (Month/Day/Year)
01/31/2026
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 01/31/2026 M 3,380(1) A $0 17,087 D
Southern Company Common Stock 01/31/2026 F 1,420(2) D $89.31 15,667 D
Southern Company Common Stock 02/01/2026 M 3,231(3) A $0 18,898 D
Southern Company Common Stock 02/01/2026 F 1,493(2) D $89.31 17,405 D
Southern Company Common Stock 9,200.6106 I 401(k)
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
Southern Co Restricted Stock Units $0 02/01/2026 M 2,895(4) (4) (4) Southern Company Common Stock 2,895 $0 0 D
Performance Restricted Stock Units $0 01/31/2026 M 3,154(5) (5) (5) Southern Company Common Stock 3,154 $0 3,155 D
Explanation of Responses:
1. Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on January 31, 2024. Includes 226 accrued dividend equivalent units.
2. Shares withheld to satisfy required state and federal tax withholding requirements.
3. Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 1, 2023. Includes 336 accrued dividend equivalent units.
4. Represents final 1/3 of performance restricted stock units granted on February 1, 2023. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements.
5. Represents second 1/3 of performance restricted stock units granted on January 31, 2024. The remaining award will vest in 2027. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements.
/s/ Brittney Anderson, Attorney-in-Fact for J. Jeffrey Peoples 02/03/2026
** 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.

Source: View Original Filing on SEC EDGAR

FAQ

What did SO insider James Jeffrey Peoples report in this Form 4?

James Jeffrey Peoples reported vesting of performance-based restricted stock units that converted into Southern Company common stock, along with shares withheld to cover tax obligations. The filing details multiple transactions on January 31 and February 1, 2026, affecting his direct and indirect share holdings.

How many Southern Company shares does James Jeffrey Peoples hold after these transactions?

After the reported transactions, James Jeffrey Peoples directly owned 17,405 Southern Company common shares. He also indirectly held 9,200.6106 additional shares through a 401(k) account, reflecting both equity compensation vesting and tax-related share withholding activity disclosed in the filing.

What equity awards vested for SO executive James Jeffrey Peoples?

The filing shows vesting of performance restricted stock units granted on February 1, 2023 and January 31, 2024. These vestings resulted in common shares being acquired, including tranches representing the final third of the 2023 award and the second third of the 2024 award.

Why were some Southern Company shares withheld in this Form 4?

Shares labeled with transaction code “F” were withheld to satisfy required state and federal tax withholding requirements. On January 31 and February 1, 2026, 1,420 and 1,493 Southern Company shares, respectively, were withheld at a price of $89.31 per share for this purpose.

What role does James Jeffrey Peoples hold at Southern Company?

James Jeffrey Peoples is identified as an officer of Southern Company, serving as Chairman, President & CEO, APC. The Form 4 confirms his status as a reporting person in this capacity, rather than as a director or 10% beneficial owner of the issuer’s stock.

What derivative securities are involved in this SO Form 4 filing?

The filing includes performance restricted stock units and restricted stock units with a conversion price of $0. Each unit represents the right to receive one share of Southern Company common stock at settlement, with additional units accruing through deemed dividends before vesting and settlement.