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Southern Company (NYSE: SO) CEO Greene reports vesting of stock awards

Filing Impact
(High)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

Southern Company Chairman, President & CEO Kimberly S. Greene reported routine equity compensation activity. On January 31, 2026, 4,006 shares of common stock were acquired at $0 upon vesting of the second one-third of performance restricted stock units granted on January 31, 2024, including accrued dividend equivalents, with 1,692 shares withheld at $89.31 to cover taxes. On February 1, 2026, 4,011 shares were acquired at $0 upon vesting of the final one-third of performance restricted stock units granted on February 1, 2023, with 1,841 shares withheld at $89.31 for taxes. After these transactions, Greene directly owned 98,145 Southern Company common shares. Related derivative entries show 3,738 and 3,594 performance restricted stock units converting or remaining as part of the scheduled vesting and settlement of prior awards.

Positive

  • None.

Negative

  • None.
Insider Greene Kimberly S,
Role Chairman, President & CEO, GPC
Type Security Shares Price Value
Exercise Performance Restricted Stock Units 3,594 $0.00 --
Exercise Southern Company Common Stock 4,011 $0.00 --
Tax Withholding Southern Company Common Stock 1,841 $89.31 $164K
Exercise Performance Restricted Stock Units 3,738 $0.00 --
Exercise Southern Company Common Stock 4,006 $0.00 --
Tax Withholding Southern Company Common Stock 1,692 $89.31 $151K
Holdings After Transaction: Performance Restricted Stock Units — 0 shares (Direct); Southern Company Common Stock — 99,986 shares (Direct)
Footnotes (1)
  1. Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on January 31, 2024. Includes 268 accrued dividend equivalent units. Shares withheld to satisfy required state and federal tax withholding requirements. Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 1, 2023. Includes 417 accrued dividend equivalent units. 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. Represents second 1/3 of performance 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.
Form 4 Insider Transactions: What Each Field Means →
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*
Greene Kimberly S,
(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)
Chairman, President & CEO, GPC
3. Date of Earliest Transaction (Month/Day/Year)
01/31/2026
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 4,006(1) A $0 97,667 D
Southern Company Common Stock 01/31/2026 F 1,692(2) D $89.31 95,975 D
Southern Company Common Stock 02/01/2026 M 4,011(3) A $0 99,986 D
Southern Company Common Stock 02/01/2026 F 1,841(2) D $89.31 98,145 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
Performance Restricted Stock Units $0 02/01/2026 M 3,594(4) (4) (4) Southern Company Common Stock 3,594 $0 0 D
Performance Restricted Stock Units $0 01/31/2026 M 3,738(5) (5) (5) Southern Company Common Stock 3,738 $0 3,738 D
Explanation of Responses:
1. Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on January 31, 2024. Includes 268 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 417 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 performance 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 Kimberly S. Greene 02/03/2026
** 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.

Source: View Original Filing on SEC EDGAR

FAQ

What did Southern Company (SO) CEO Kimberly S. Greene report on this Form 4?

Kimberly S. Greene reported routine vesting of performance-based restricted stock units into Southern Company common stock. Shares were issued at no cost upon vesting, and a portion was automatically withheld and sold at $89.31 per share to cover tax obligations.

How many Southern Company (SO) shares does Kimberly S. Greene own after these transactions?

After the reported transactions, Kimberly S. Greene directly owns 98,145 Southern Company common shares. This figure reflects both the shares received from vesting awards and the shares withheld and sold to satisfy required federal and state tax withholding obligations.

What equity awards vested for Southern Company (SO) CEO Kimberly S. Greene?

Two performance restricted stock unit grants vested: the second one-third of a January 31, 2024 award and the final one-third of a February 1, 2023 award. These vestings generated common shares, including additional units from accrued deemed dividend equivalents.

Why were some Southern Company (SO) shares withheld in Kimberly S. Greene’s Form 4?

Shares marked with transaction code F were withheld to satisfy required state and federal tax withholding. Specifically, 1,692 shares on January 31, 2026 and 1,841 shares on February 1, 2026 were used to cover the tax impact of the vesting events.

What are performance restricted stock units reported by Southern Company (SO) CEO?

The performance restricted stock units each represent the right to receive one Southern Company common share at settlement. Awards vest in tranches over time, can accrue additional units from deemed dividends, and shares are customarily withheld upon vesting to satisfy tax requirements.

Did Kimberly S. Greene buy Southern Company (SO) shares on the open market?

No open-market purchases are shown. Shares were acquired at $0 per share through vesting of performance restricted stock units. Separate transactions at $89.31 per share reflect shares withheld and sold solely to cover mandatory tax withholding obligations.