Southern (NYSE: SO) CEO reports equity vesting and tax share withholdings

Rhea-AI Filing Summary

Southern Company Chairman, President & CEO Peter P. Sena III reported routine equity vesting and related tax withholding transactions. On January 31, 2026, 1,754 Southern Company common shares were acquired upon vesting of restricted stock units granted on January 31, 2024, and 840 shares were withheld at $89.31 per share for taxes. On February 1, 2026, 1,756 shares were acquired upon vesting of performance-based restricted stock units granted on February 1, 2023, and 780 shares were withheld at $89.31 per share for taxes. Following these transactions, Sena directly owned 16,889 Southern Company common shares and 1,636 restricted stock units.

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

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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^*

Sena Peter P III

(Last) (First) (Middle)

30 IVAN ALLEN JR. BLVD NW

BIN SC 803

(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)

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

3. Date of Earliest Transaction (Month/Day/Year)
02/03/2026

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
Southern Company Common Stock	01/31/2026		M		1,754(1)	A	$0	16,753	D
Southern Company Common Stock	01/31/2026		F		840(2)	D	$89.31	15,913	D
Southern Company Common Stock	02/01/2026		M		1,756(3)	A	$0	17,669	D
Southern Company Common Stock	02/01/2026		F		780(2)	D	$89.31	16,889	D

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
Southern Co Restricted Stock Units	$0	02/01/2026		M			1,573(4)	(4)	(4)	Southern Company Common Stock	1,573	$0	0	D
Southern Co Restricted Stock Units	$0	01/31/2026		M			1,636(5)	(5)	(5)	Southern Company Common Stock	1,636	$0	1,636	D

Explanation of Responses:

1. Shares acquired upon vesting of second 1/3 of restricted stock units granted on January 31, 2024. Includes 118 accrued dividend equivalent units.

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

3. Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 1, 2023. Includes 183 accrued dividend equivalent units.

4. Represents final 1/3 of performance restricted stock units granted on February 1, 2023. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements.

5. Represents second 1/3 of restricted stock units granted on January 31, 2024. The remaining award will vest in 2027. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements.

	/s/ Brittney Anderson, Attorney-in-Fact for Peter P. Sena, III	02/03/2026
	** Signature of Reporting Person	Date
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FAQ

What insider transactions did SO Chairman Peter P. Sena III report?

Peter P. Sena III reported routine equity vesting and tax withholding transactions. Restricted stock units granted in 2023 and 2024 vested into Southern Company common shares, and a portion of those shares was withheld to cover required state and federal tax obligations.

How many Southern Company shares does Peter P. Sena III own after these Form 4 transactions?

After the reported transactions, Peter P. Sena III directly owns 16,889 shares of Southern Company common stock. He also holds 1,636 restricted stock units, which represent the right to receive an equivalent number of common shares at future settlement.

What prices were used for tax withholding in the SO Form 4 filing?

Shares were withheld to satisfy tax obligations at a price of $89.31 per Southern Company share. This price applied to 840 shares on January 31, 2026, and 780 shares on February 1, 2026, reflecting tax withholding on vested equity awards.

What equity awards vested for SO’s Chairman and CEO in early 2026?

Two types of awards vested: time-based restricted stock units granted January 31, 2024, and performance restricted stock units granted February 1, 2023. Each vested unit converted into one Southern Company common share, with some shares withheld to cover tax requirements.

What do the restricted stock units in the SO Form 4 represent?

Each restricted stock unit represents the right to receive one Southern Company common share at settlement. The awards accrue additional units through deemed dividends, and shares will be withheld upon future vesting events to satisfy applicable tax withholding requirements.

When will the remaining Southern Company restricted stock units vest?

The filing notes that the remaining portion of restricted stock units granted on January 31, 2024 will vest in 2027. Until vesting, each unit entitles the holder to receive one Southern Company common share at settlement, plus additional units from deemed dividends.