Director at Southern Co (SO) awarded deferred stock units as compensation

Rhea-AI Filing Summary

Southern Company director William G. Smith Jr. received a grant of deferred stock units as part of his regular director compensation. He acquired 867.3255 deferred stock units valued at $95.12 per unit under the Southern Company 2021 Equity and Incentive Compensation Plan and deferred them into the Deferred Compensation Plan for Outside Directors. Each unit represents the right to receive one share of Southern Company common stock, generally delivered after his Board service ends. Following this award and dividend reinvestment activity, his deferred stock unit balance stands at 163,012.5325 units.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider SMITH WILLIAM G JR

Role null

Type	Security	Shares	Price	Value
Grant/Award	Deferred Stock Units Holding	867.326	$95.12	$83K

Holdings After Transaction: Deferred Stock Units Holding — 163,012.533 shares (Direct, null)

Footnotes (1)

1. Represents quarterly director cash and equity retainers 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.

Key Figures

Deferred stock units granted: 867.3255 units Reference value per deferred unit: $95.12 per unit Deferred stock units after transaction: 163,012.5325 units +2 more

5 metrics

Deferred stock units granted 867.3255 units Quarterly director cash and equity retainers

Reference value per deferred unit $95.12 per unit Transaction price per deferred stock unit

Deferred stock units after transaction 163,012.5325 units Total deferred stock units following award

Underlying common shares per unit 1 share per unit Each deferred stock unit equals one Southern Company common share

Conversion or exercise price $0.00 Deferred stock units have no exercise price

Key Terms

Deferred Stock Units Holding, Southern Company 2021 Equity and Incentive Compensation Plan, Deferred Compensation Plan for Outside Directors of The Southern Company, dividend reinvestment feature

4 terms

Deferred Stock Units Holding financial

"security_title: Deferred Stock Units Holding"

Southern Company 2021 Equity and Incentive Compensation Plan financial

"paid under the Southern Company 2021 Equity and Incentive Compensation Plan"

Deferred Compensation Plan for Outside Directors of The Southern Company financial

"deferred pursuant to the Deferred Compensation Plan for Outside Directors of The Southern Company"

dividend reinvestment feature financial

"Includes additional deferred stock units acquired through the dividend reinvestment feature"

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 07/02/2026 - 10:17 AM Accepted by SEC EDGAR 07/02/2026 - 10:17 AM Learn about SEC filing dates

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^*

SMITH WILLIAM G JR

(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)

X	Director		10% 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)

X	Form 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)
			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	07/01/2026		A		867.3255		(2)	(2)	Southern Company Common Stock	867.3255	$95.12	163,012.5325(3)	D

Explanation of Responses:

1. Represents quarterly director cash and equity retainers 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 William G. Smith, Jr.	07/02/2026
	** 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.
* Form 4: SEC 1474 (03-26)