Southern Company (SO) CFO logs RSU vesting, tax share withholding and holdings update

Rhea-AI Filing Summary

Southern Company EVP & CFO David P. Poroch reported equity award activity on February 5, 2026. A portion of his restricted stock units vested, resulting in the acquisition of 585 shares of Southern Company common stock, including 19 dividend-equivalent units, at an exercise price of $0 per share.

To cover required state and federal taxes, 160 shares were withheld at a price of $91.08 per share. After these transactions, Poroch directly holds 41,329 common shares, plus an indirect holding of 5,477.2898 shares in a 401(k) plan and 1,130 restricted stock units that remain outstanding.

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^*

Poroch David P.

(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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP & CFO

3. Date of Earliest Transaction (Month/Day/Year)
02/05/2026

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	02/05/2026		M		585(1)	A	$0	41,489	D
Southern Company Common Stock	02/05/2026		F		160(2)	D	$91.08	41,329	D
Southern Company Common Stock								5,477.2898	I	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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Southern Co Restricted Stock Units	$0	02/05/2026		M			566(3)	(3)	(3)	Southern Company Common Stock	566	$0	1,130	D

Explanation of Responses:

1. Shares acquired upon vesting of first 1/3 of restricted stock units granted on February 5, 2025. Includes 19 accrued dividend equivalent units.

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

3. Represents first 1/3 of restricted stock units granted on February 5, 2025. The remaining award will vest 1/3 in 2027 and 1/3 in 2028. 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 David P. Poroch	02/09/2026
	** 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).
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FAQ

What insider activity did SO EVP & CFO David P. Poroch report?

David P. Poroch reported vesting of equity awards that delivered 585 Southern Company common shares on February 5, 2026. Part of the shares came from restricted stock units, with some withheld to satisfy state and federal tax obligations.

How many Southern Company shares did the CFO acquire from vesting?

The CFO acquired 585 common shares upon vesting of the first one-third of a restricted stock unit grant dated February 5, 2025. This total includes 19 additional shares credited as dividend-equivalent units under the award’s terms.

How many Southern Company shares were withheld for taxes in this Form 4?

Southern Company withheld 160 shares for taxes from David P. Poroch’s vesting event. These shares were withheld at a price of $91.08 per share to satisfy required state and federal tax withholding obligations related to the equity award.

What are David P. Poroch’s direct SO share holdings after the transactions?

After these transactions, Poroch directly owns 41,329 SO shares. This reflects the net result of shares received from restricted stock unit vesting and shares withheld to cover tax obligations, as reported in the Form 4 filing.

Does the SO CFO have any indirect share holdings reported?

Yes, Poroch has 5,477.2898 indirect shares held through a 401(k) plan. These holdings are reported separately from his directly owned shares, indicating retirement-plan ownership of Southern Company common stock on his behalf.

How many restricted stock units remain outstanding for the SO CFO?

Poroch holds 1,130 restricted stock units after vesting. These units relate to an award granted on February 5, 2025, with remaining portions scheduled to vest in 2027 and 2028, each unit ultimately settling into one common share.