Southern Company (NYSE: SO) director defers quarterly equity retainer into stock units
Rhea-AI Filing Summary
Southern Company director reports new deferred stock units as part of regular board compensation. On 01/02/2026, the reporting person, a director of Southern Company, acquired 516.055 deferred stock units as a quarterly director equity retainer under the Southern Company 2021 Equity and Incentive Compensation Plan and deferred them under the Deferred Compensation Plan for Outside Directors.
Each deferred stock unit represents the right to receive one share of Southern Company common stock, to be settled in shares after the director’s board service ends, as specified under the plan. Following this transaction, the director beneficially owned 201,300.8631 deferred stock units, which also include units accumulated through the plan’s dividend reinvestment feature. The derivative security is shown with a price of $87.2.
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Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Deferred Stock Units Holding | 516.055 | $87.20 | $45K |
Footnotes (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.
FAQ
What insider transaction did Southern Company (SO) disclose in this Form 4?
The filing reports that a Southern Company director acquired 516.055 deferred stock units on 01/02/2026 as a quarterly director equity retainer deferred under the company’s outside director compensation plan.
How do the Southern Company (SO) deferred stock units work for this director?
Each deferred stock unit represents the right to receive one share of Southern Company common stock. The units are settled in shares on date(s) after the director’s service on the Board ends, as specified by the director under the Deferred Compensation Plan.
How many Southern Company (SO) deferred stock units does the director now hold?
After the reported transaction, the director beneficially owned 201,300.8631 deferred stock units, which includes units acquired through the dividend reinvestment feature of the Deferred Compensation Plan.
Is there an exercise or expiration date on the Southern Company (SO) deferred stock units?
The filing states there is no exercise or expiration date for these deferred stock units. They are settled in Southern Company common stock after the director’s Board service terminates, according to the terms chosen under the plan.
What plan governs the director’s equity retainer at Southern Company (SO)?
The quarterly director equity retainer is 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.
What price is associated with the Southern Company (SO) deferred stock units in this filing?
In the derivative securities table, the deferred stock units are shown with a price of $87.2 for the Southern Company common stock underlying the units.