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SO Form 4: Director David Meador receives 764.77 deferred units

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

Rhea-AI Filing Summary

David E. Meador, a director of Southern Company (SO), reported an acquisition of deferred stock units under the companys Deferred Compensation Plan. On 10/01/2025 he was issued 764.7679 Deferred Stock Units at a reported price of $0. The units are payable in Southern Company common stock only upon termination of service and there is no exercise or expiration date. Following the transaction the filing shows 7,489.9196 shares beneficially owned (direct).

Positive

  • Acquisition recorded: 764.7679 Deferred Stock Units acquired on 10/01/2025
  • Clear payout terms: Units payable in Southern Company common stock only upon termination (no exercise or expiration date)

Negative

  • None.

Insights

TL;DR: Director received deferred stock units under the firm's compensation plan; payable only at termination.

The filing documents a routine, non-market cashless grant tied to Southern Companys Deferred Compensation Plan rather than an open-market purchase or option exercise. Because units are payable in stock upon termination and carry no exercise price or expiration, this represents deferred compensation treatment rather than an immediate change in tradable shares.

This is informational for governance and insider-holdings tracking; it does not disclose any sale, open-market purchase, or change in control-related transaction.

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*
MEADOR DAVID E

(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 764.7679 (1) (1) Southern Company Common Stock 764.7679 $94.8 7,489.9196 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 David E. Meador 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.

FAQ

What did David E. Meador report on Form 4 for SO?

He reported acquiring 764.7679 Deferred Stock Units under Southern Companys Deferred Compensation Plan on 10/01/2025.

Are the deferred stock units exercisable or do they expire?

No exercise or expiration date is disclosed; the filing states the units are payable in stock only upon termination.

Was this an open-market purchase or a grant?

This was a grant under the companys Deferred Compensation Plan, not an open-market transaction; the reported price is $0.

How many shares does Meador beneficially own after the transaction?

The filing shows 7,489.9196 shares beneficially owned (Direct) following the reported transaction.

When was the Form 4 signed and filed?

The form bears a signature dated 10/02/2025 executed by an attorney-in-fact for David E. Meador.
Southern

NYSE:SO

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Utilities - Regulated Electric
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United States
ATLANTA