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Form 4: Kerr, II James reports multiple insider transactions in SO

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

Rhea-AI Filing Summary

Kerr, II James Y reported multiple insider transaction types in a Form 4 filing for SO. The filing lists transactions totaling 71,314 shares at a weighted average price of $90.86 per share. Following the reported transactions, holdings were 5,472 shares.

Positive

  • None.

Negative

  • None.
Insider Kerr, II James Y
Role Chairman, President & CEO, GAS
Type Security Shares Price Value
Exercise Performance Restricted Stock Units 2,737 $0.00 --
Grant/Award Southern Company Common Stock 44,522 $0.00 --
Tax Withholding Southern Company Common Stock 19,831 $90.86 $1.80M
Exercise Southern Company Common Stock 2,830 $0.00 --
Tax Withholding Southern Company Common Stock 1,394 $90.86 $127K
holding Southern Company Common Stock -- -- --
Holdings After Transaction: Performance Restricted Stock Units — 5,472 shares (Direct); Southern Company Common Stock — 201,217 shares (Direct); Southern Company Common Stock — 34,814.957 shares (Indirect, 401(k))
Footnotes (1)
  1. Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2023-2025 award. The Compensation and Talent Development Committee certified performance on February 11, 2026. Includes accrued dividend equivalent units. Shares withheld to satisfy required state and federal tax withholding requirements. Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 5, 2025. The Compensation and Talent Development Committee certified performance on February 11, 2026. Includes 93 accrued dividend equivalent units. Represents first 1/3 of performance restricted stock units granted on February 5, 2025. The remaining award will vest 1/3 in 2027 and 1/3 in 2028. 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*
Kerr, II James Y
(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, GAS
3. Date of Earliest Transaction (Month/Day/Year)
02/11/2026
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 02/11/2026 A 44,522(1) A $0 201,217 D
Southern Company Common Stock 02/11/2026 F 19,831(2) D $90.86 181,386 D
Southern Company Common Stock 02/11/2026 M 2,830(3) A $0 184,216 D
Southern Company Common Stock 02/11/2026 F 1,394(2) D $90.86 182,822 D
Southern Company Common Stock 34,814.9573 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
Performance Restricted Stock Units $0 02/11/2026 M 2,737(4) (4) (4) Southern Company Common Stock 2,737 $0 5,472 D
Explanation of Responses:
1. Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2023-2025 award. The Compensation and Talent Development Committee certified performance on February 11, 2026. Includes accrued dividend equivalent units.
2. Shares withheld to satisfy required state and federal tax withholding requirements.
3. Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 5, 2025. The Compensation and Talent Development Committee certified performance on February 11, 2026. Includes 93 accrued dividend equivalent units.
4. Represents first 1/3 of performance restricted stock units granted on February 5, 2025. The remaining award will vest 1/3 in 2027 and 1/3 in 2028. 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 James Y. Kerr II 02/13/2026
** 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 insider transactions did Southern Company (SO) CEO James Y. Kerr II report on February 11, 2026?

He reported equity compensation activity, including vesting of performance share units and restricted stock units. This resulted in acquiring 44,522 common shares and 2,830 additional shares, plus related tax-withholding share dispositions, rather than open-market purchases or sales.

How many Southern Company (SO) shares did the CEO acquire through awards vesting?

James Y. Kerr II acquired 44,522 Southern Company common shares at $0 from performance share units, plus 2,830 shares from vesting of performance restricted stock units. These awards reflect previously granted compensation tied to performance over defined periods, not new market purchases.

Were any of the Southern Company (SO) CEO’s reported transactions open-market sales?

The filing shows no open-market sales. Dispositions of 19,831 shares and 1,394 shares at $90.86 each were specifically reported as shares withheld to satisfy state and federal tax withholding obligations arising from equity award vesting, not discretionary selling into the market.

What is James Y. Kerr II’s Southern Company (SO) share ownership after these Form 4 transactions?

After the reported transactions, he directly owned 182,822 Southern Company common shares and 5,472 performance restricted stock units. He also indirectly held 34,814.9573 common shares through a 401(k) plan, indicating a combination of direct and retirement-plan-related ownership.

What do the performance share units and performance restricted stock units at Southern Company (SO) represent?

Each performance restricted stock unit represents the right to receive one Southern Company common share at settlement. Awards vest over multiple years, with remaining tranches scheduled to vest in 2027 and 2028, and additional units accumulating through deemed dividends over time.

How were the 2023–2025 performance share awards determined for Southern Company (SO)’s CEO?

The 2023–2025 performance share units vested after the Compensation and Talent Development Committee certified performance on February 11, 2026. Upon certification, shares, including accrued dividend equivalent units, were delivered as common stock as part of the company’s Performance Share Program.