STOCK TITAN

Southern Company (SO) director John Turner reports 910 deferred stock units

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

Rhea-AI Filing Summary

Southern Company director reports deferred stock unit grant

A Southern Company director, John M. Turner, Jr., reported an acquisition of derivative securities tied to Southern Company common stock. On 10/01/2025, he acquired 910.9578 deferred stock units at a price of $94.8 per unit. Each unit represents the right to receive an equivalent amount of Southern Company common stock.

These units were acquired under Southern's Deferred Compensation Plan and are payable in stock only upon termination, with no exercise or expiration date. Following this transaction, Turner beneficially owns 910.9578 deferred stock units, held directly.

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Insider Turner John M JR
Role Director
Type Security Shares Price Value
Grant/Award Deferred Stock Units Holding 910.958 $94.80 $86K
Holdings After Transaction: Deferred Stock Units Holding — 910.958 shares (Direct)
Footnotes (1)
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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*
Turner John M 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 910.9578 (1) (1) Southern Company Common Stock 910.9578 $94.8 910.9578 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 John M. Turner, Jr. 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 John M. Turner, Jr.?

Southern Company reported that director John M. Turner, Jr. acquired 910.9578 deferred stock units tied to Southern Company common stock in a transaction dated 10/01/2025.

At what price were the deferred stock units acquired in this Southern Company (SO) filing?

The deferred stock units were acquired at a price of $94.8 per unit, as reported in the derivative securities table.

How many deferred stock units does the Southern Company (SO) director own after the transaction?

After the reported transaction, director John M. Turner, Jr. beneficially owns 910.9578 deferred stock units, held directly.

What type of derivative security is involved in this Southern Company (SO) insider filing?

The filing reports deferred stock units as the derivative security, each linked to Southern Company common stock.

When can the deferred stock units reported by Southern Company (SO) be settled in stock?

According to the explanation, the units were acquired under Southern's Deferred Compensation Plan and are payable in stock only upon termination.

Do the reported Southern Company (SO) deferred stock units have an exercise or expiration date?

No. The explanation states there is no exercise or expiration date for these deferred stock units.

What is the relationship of the reporting person to Southern Company (SO)?

The reporting person, John M. Turner, Jr., is identified in the filing as a Director of Southern Company.