What are Christopher Womack’s Southern Company (SO) share holdings after these transactions?

After the reported transactions, Christopher Womack directly holds 213,449.2496 shares of Southern Company common stock. He also indirectly holds 2,603.3794 shares through a 401(k) plan, reflecting both direct and retirement-plan ownership.

Southern Co (NYSE: SO) CEO exercises performance units, withholds shares for taxes

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

Southern Company Chairman, President & CEO Christopher C. Womack reported compensation-related share activity. He exercised performance restricted stock units into 6,898 shares of Southern Company common stock, with 3,414 shares withheld to cover required state and federal tax obligations. Following these transactions, he holds 213,449.2496 shares directly and 2,603.3794 shares indirectly through a 401(k) plan.

Insider Trade Summary

6,898 shares exercised/converted

Mixed 4 txns

Insider WOMACK CHRISTOPHER C

Role Chairman, President & CEO

Type	Security	Shares	Price	Value
Exercise	Performance Restricted Stock Units	6,898	$94.55	$652K
Exercise	Southern Company Common Stock	7,662	$0.00	--
Tax Withholding	Southern Company Common Stock	3,414	$94.55	$323K
holding	Southern Company Common Stock	--	--	--

Holdings After Transaction: Performance Restricted Stock Units — 0 shares (Direct, null); Southern Company Common Stock — 216,863.25 shares (Direct, null); Southern Company Common Stock — 2,603.379 shares (Indirect, By 401(k))

Footnotes (1)

Shares acquired upon vesting of the final 1/3 of performance restricted stock units granted on May 24, 2023. Includes 764 accrued dividend equivalent units. Shares withheld to satisfy required state and federal tax withholding requirements. Represents the final 1/3 of performance restricted stock units granted on May 24, 2023.

Key Figures

Shares acquired from PRSUs: 6,898 shares Dividend equivalent units included: 764 units Shares withheld for taxes: 3,414 shares +3 more

6 metrics

Shares acquired from PRSUs 6,898 shares Vesting of final one-third of performance restricted stock units granted May 24, 2023

Dividend equivalent units included 764 units Accrued dividend equivalent units included in shares acquired

Shares withheld for taxes 3,414 shares Withheld to satisfy state and federal tax withholding requirements

Implied share value on tax withholding $94.55 per share Price per share used for tax-withholding disposition

Direct holdings after transaction 213,449.2496 shares Southern Company common stock held directly after reported transactions

Indirect 401(k) holdings 2,603.3794 shares Southern Company common stock held indirectly through 401(k) plan

Key Terms

Performance Restricted Stock Units, dividend equivalent units, tax withholding requirements, 401(k)

4 terms

Performance Restricted Stock Units financial

"Performance Restricted Stock Units granted on May 24, 2023"

Performance restricted stock units (PRSUs) are promises to deliver company shares to employees or executives only if the business meets specific performance targets and any time-based holding rules. Think of them as a bonus that converts into stock only after set goals are reached, so investors watch PRSUs for two reasons: they can dilute existing shares if paid out, and they signal how closely management’s pay is tied to company performance.

dividend equivalent units financial

"Includes 764 accrued dividend equivalent units"

Dividend equivalent units are bookkeeping credits that mirror cash dividends paid on actual shares, granted to holders of stock-based awards such as restricted stock units or deferred compensation. They matter to investors because they increase a company’s reported employee compensation cost and can lead to issuance of more shares or cash payouts over time, similar to extra pay linked to ownership that affects shareholder dilution and corporate cash flow.

tax withholding requirements financial

"Shares withheld to satisfy required state and federal tax withholding requirements"

401(k) financial

"Indirect ownership noted as By 401(k)"

A 401(k) is a type of retirement savings plan offered by employers that allows workers to set aside a portion of their paycheck before taxes are taken out. The money saved in a 401(k) can grow over time through investments, helping individuals build funds for their future retirement. It matters to investors because it provides a tax-advantaged way to save and invest for long-term financial security.

Form 4 Insider Transactions: What Each Field Means →

05/26/2026 - 04:00 PM

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^*

WOMACK CHRISTOPHER C

(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)

	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	Chairman, President & CEO

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/24/2026

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Southern Company Common Stock	05/24/2026		M		7,662⁽¹⁾	A	$0	216,863.2496	D
Southern Company Common Stock	05/24/2026		F		3,414⁽²⁾	D	$94.55	213,449.2496	D
Southern Company Common Stock								2,603.3794	I	By 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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Performance Restricted Stock Units	$0	05/24/2026		M			6,898⁽³⁾	⁽³⁾	⁽³⁾	Southern Company Common Stock	6,898⁽³⁾	$94.55	0	D

Explanation of Responses:

1. Shares acquired upon vesting of the final 1/3 of performance restricted stock units granted on May 24, 2023. Includes 764 accrued dividend equivalent units.

2. Shares withheld to satisfy required state and federal tax withholding requirements.

3. Represents the final 1/3 of performance restricted stock units granted on May 24, 2023.

	/s/ Brittney Anderson, Attorney-in-Fact for Christopher C. Womack	05/26/2026
	** 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)

Source: View Original Filing on SEC EDGAR

FAQ

What did Southern Company (SO) CEO Christopher Womack report in this Form 4?

Christopher Womack reported the vesting and exercise of performance restricted stock units into Southern Company common shares, along with shares withheld to cover tax obligations. These are compensation-related events rather than open-market purchases or sales.

How many Southern Company (SO) shares were acquired through performance restricted stock units?

The filing shows 6,898 shares of Southern Company common stock acquired upon vesting of the final one-third of performance restricted stock units granted on May 24, 2023. This amount includes 764 accrued dividend equivalent units credited to the award.

How many Southern Company (SO) shares were withheld for taxes in this transaction?

The Form 4 reports 3,414 Southern Company common shares disposed of under code F, described as shares withheld to satisfy required state and federal tax withholding requirements related to the equity award vesting, not as an open-market sale.

What are performance restricted stock units in the Southern Company (SO) filing?

Performance restricted stock units are equity awards that convert into common shares if specified performance conditions are met. In this case, the filing notes vesting of the final one-third of units granted on May 24, 2023, plus dividend equivalent units.

Does this Southern Company (SO) Form 4 show any remaining derivative awards from this grant?

The filing shows 6,898 performance restricted stock units exercised into common shares and a remaining balance of 0 units for that award, indicating that this was the final one-third of the grant vesting from the May 24, 2023 award.