STOCK TITAN

Southern Company (SO) director adds 874 deferred stock units in Q1 retainer

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

Rhea-AI Filing Summary

Southern Company director David E. Meador reported a routine equity grant in the form of deferred stock units. On 01/02/2026, he acquired 874.4266 deferred stock units under the Southern Company 2021 Equity and Incentive Compensation Plan as his quarterly director equity retainer, deferred under the Deferred Compensation Plan for Outside Directors of The Southern Company.

Each deferred stock unit represents the right to receive one share of Southern Company common stock, with settlement in shares after his service on the Board ends as specified under the plan. The transaction reflects a reference price of $87.2 per share and brings his total directly held deferred stock units to 8,429.1258, including units accumulated through the plan’s dividend reinvestment feature.

Positive

  • None.

Negative

  • None.
Insider MEADOR DAVID E
Role Director
Type Security Shares Price Value
Grant/Award Deferred Stock Units Holding 874.427 $87.20 $76K
Holdings After Transaction: Deferred Stock Units Holding — 8,429.126 shares (Direct)
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.
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*
MEADOR DAVID E

(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)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
01/02/2026
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
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 01/02/2026 A 874.4266 (2) (2) Southern Company Common Stock 874.4266 $87.2 8,429.1258(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 David E. Meador 01/06/2026
** 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.

FAQ

What insider transaction did Southern Company (SO) report for David E. Meador?

The filing reports that director David E. Meador acquired 874.4266 deferred stock units of Southern Company on 01/02/2026 as a quarterly director equity retainer.

How many Southern Company deferred stock units does David E. Meador now hold?

Following the reported transaction, David E. Meador beneficially owns 8,429.1258 deferred stock units of Southern Company common stock, held directly.

What is the nature of the deferred stock units granted to the Southern Company director?

The deferred stock units represent a 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.

When and how are Southern Company deferred stock units for directors settled?

According to the disclosure, deferred stock units are settled in shares of Southern Company common stock on the date or dates after the director’s termination of service on the Board, as specified by the director under the Deferred Compensation Plan.

Do Southern Company deferred stock units for directors have an exercise price or expiration date?

The filing notes there is no exercise or expiration date for these deferred stock units, and the conversion or exercise price is listed as $0.

How does the dividend reinvestment feature affect David E. Meador’s deferred stock units at Southern Company?

The explanation states that his total includes additional deferred stock units acquired through the dividend reinvestment feature of the Deferred Compensation Plan, which credits more units when dividends are paid.

What was the reference share price used in David E. Meador’s Southern Company deferred stock unit grant?

The transaction table shows a price of $87.2 associated with the 874.4266 deferred stock units acquired on 01/02/2026.