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SO Form 4: Director adds 830.6962 deferred stock units; holdings 156,450.937

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

Rhea-AI Filing Summary

The filing shows that William G. Smith Jr., a Director of The Southern Company (SO), acquired 830.6962 deferred stock units on 10/01/2025 under Southern's Deferred Compensation Plan. The units are payable in Common Stock upon termination and carry no exercise or expiration date.

Following the transaction, Mr. Smith beneficially owns 156,450.937 shares of Southern Company common stock. The acquisition was reported on Form 4 and signed by an attorney-in-fact on 10/02/2025.

Positive

  • 830.6962 deferred stock units acquired under the company Deferred Compensation Plan
  • Post-transaction beneficial ownership of 156,450.937 shares is disclosed

Negative

  • None.
Insider SMITH WILLIAM G JR
Role Director
Type Security Shares Price Value
Grant/Award Deferred Stock Units Holding 830.696 $94.80 $79K
Holdings After Transaction: Deferred Stock Units Holding — 156,450.937 shares (Direct)
Footnotes (1)
  1. [object Object]
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).
1. Name and Address of Reporting Person*
SMITH WILLIAM G JR
(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)
10/01/2025
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 10/01/2025 A 830.6962 (1) (1) Southern Company Common Stock 830.6962 $94.8 156,450.937 D
Explanation of Responses:
1. Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.
/s/ Brittney Anderson, Attorney-in-Fact for William G. Smith, Jr. 10/02/2025
** 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 William G. Smith Jr. report on the Form 4 for SO?

He reported the acquisition of 830.6962 deferred stock units under Southern's Deferred Compensation Plan on 10/01/2025.

How will the deferred stock units be paid out?

The units are payable in Southern Company common stock only upon termination and have no exercise or expiration date.

How many shares does Mr. Smith beneficially own after the transaction?

The Form 4 discloses beneficial ownership of 156,450.937 shares following the reported acquisition.

Who signed the Form 4 and when was it filed?

The Form 4 was signed by Brittney Anderson, Attorney-in-Fact for William G. Smith, Jr. and dated 10/02/2025.

Was this transaction part of a stock option exercise or a sale?

No; the filing specifies the acquisition was under the Deferred Compensation Plan and not an option exercise or sale.