Southern Company director granted deferred stock units
Southern Company director Shantella E. Cooper received a routine quarterly equity award in the form of deferred stock units.
Accepted by SEC EDGAR
Learn about SEC filing dates
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
4
Rhea-AI Filing Summary
Southern Company director Shantella E. Cooper received a routine quarterly equity award in the form of deferred stock units. She acquired 464.2047 deferred stock units valued at $96.94 per unit, increasing her holdings to 31,867.5322 deferred stock units. Each unit will be settled in one share of Southern Company common stock after her Board service ends, under the company’s deferred compensation and equity incentive plans.
Insider Trade Summary
Grant/Award: 464.2047 shares
Grant/Award
1 txn
Insider
Cooper Shantella E.
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Deferred Stock Units Holding | 464.2047 | $96.94 | $45K |
Holdings After Transaction:
Deferred Stock Units Holding — 31,867.5322 contracts (Direct)
Holdings Before and After:
Deferred Stock Units Holding, 31,403.3275 to 31,867.5322 contracts (Direct)
Footnotes (3)
- F1. Represents quarterly director equity retainer paid under the Southern Company 2021 Equity and Incentive Compensation Plan and deferred pursuant to the Deferred Compensation Plan for Outside Directors of The Southern Company (Deferred Compensation Plan). Each deferred stock unit represents the right to receive one share of Southern Company common stock.
- F2. Deferred stock units are settled in shares of Southern Company common stock on the date(s) following the termination of the reporting person's service on the Board as specified by the reporting person pursuant to the Deferred Compensation Plan. There is no exercise or expiration date.
- F3. Includes additional deferred stock units acquired through the dividend reinvestment feature of the Deferred Compensation Plan.
Key Figures
Deferred stock units granted: 464.2047 units
Reference price per unit: $96.94 per unit
Total deferred stock units after grant: 31,867.5322 units
+1 more
4 metrics
Deferred stock units granted
464.2047 units
Quarterly director equity retainer on April 1, 2026
Reference price per unit
$96.94 per unit
Price associated with the 464.2047 deferred stock units
Total deferred stock units after grant
31,867.5322 units
Holdings following the reported transaction
Settlement ratio
1 share per unit
Each deferred stock unit equals one Southern Company common share
Key Terms
Deferred stock units, quarterly director equity retainer, Deferred Compensation Plan for Outside Directors, dividend reinvestment feature
4 terms
Deferred stock units financial
"Represents quarterly director equity retainer paid ... Each deferred stock unit represents the right to receive one share"
Deferred stock units are promises from a company to give an employee shares of stock at a future date, often after certain conditions are met or after leaving the company. They function like a form of delayed compensation, allowing employees to earn shares over time. For investors, they represent potential future ownership in the company, but do not provide immediate voting rights or dividends until the shares are actually received.
quarterly director equity retainer financial
"Represents quarterly director equity retainer paid under the Southern Company 2021 Equity and Incentive Compensation Plan"
Deferred Compensation Plan for Outside Directors financial
"deferred pursuant to the Deferred Compensation Plan for Outside Directors of The Southern Company"
dividend reinvestment feature financial
"Includes additional deferred stock units acquired through the dividend reinvestment feature of the Deferred Compensation Plan."
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did Southern Company (SO) report for Shantella E. Cooper?
Southern Company reported that director Shantella E. Cooper received a grant of 464.2047 deferred stock units as a quarterly director equity retainer. These units are part of her standard Board compensation and will be settled in Southern Company common stock in the future.
How many Southern Company deferred stock units does Shantella E. Cooper hold after this Form 4?
After the latest grant, Shantella E. Cooper holds a total of 31,867.5322 deferred stock units. Each deferred stock unit represents the right to receive one share of Southern Company common stock following her service on the Board.
What are deferred stock units in Southern Company’s (SO) director compensation?
Deferred stock units are equity-based awards where each unit equals one future share of Southern Company common stock. For outside directors, quarterly equity retainers can be deferred into these units under the company’s Deferred Compensation Plan for Outside Directors.
When will Shantella E. Cooper’s Southern Company deferred stock units be settled?
Her deferred stock units will be settled in shares of Southern Company common stock after her service on the Board ends. The specific settlement date or schedule is determined under the Deferred Compensation Plan for Outside Directors, as elected by the director.
Does the Form 4 for Southern Company (SO) show a stock purchase or sale by Shantella E. Cooper?
The Form 4 does not show an open-market purchase or sale. It reports an acquisition coded as a grant or award of 464.2047 deferred stock units as part of her quarterly director equity retainer, plus units added through dividend reinvestment.
What plan governs the deferred stock units granted to Southern Company director Shantella E. Cooper?
The deferred stock units arise from the Southern Company 2021 Equity and Incentive Compensation Plan and are deferred under the Deferred Compensation Plan for Outside Directors. The plan also includes a dividend reinvestment feature that adds additional deferred stock units over time.
AI-generated analysis. How Rhea-AI works. Not financial advice.
