STOCK TITAN

Southern Co (SO) director awarded 801 deferred stock units as retainers

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

Rhea-AI Filing Summary

MEADOR DAVID E reported acquisition or exercise transactions in this Form 4 filing.

Southern Company director David E. Meador received a grant of 801.619 deferred stock units as part of his quarterly director cash and equity retainers. These units were awarded under the Southern Company 2021 Equity and Incentive Compensation Plan and deferred into the Deferred Compensation Plan for Outside Directors.

Each deferred stock unit represents the right to receive one share of Southern Company common stock, to be settled after Meador’s service on the Board ends as specified in his deferral elections. Following this award and dividend reinvestment activity, he holds a total of 9,452.0657 deferred stock units.

Positive

  • None.

Negative

  • None.
Insider MEADOR DAVID E
Role null
Type Security Shares Price Value
Grant/Award Deferred Stock Units Holding 801.619 $95.12 $76K
Holdings After Transaction: Deferred Stock Units Holding — 9,452.066 shares (Direct, null)
Footnotes (1)
  1. Represents quarterly director cash and equity retainers 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. 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. Includes additional deferred stock units acquired through the dividend reinvestment feature of the Deferred Compensation Plan.
Deferred stock units granted 801.619 units Quarterly director cash and equity retainers
Price per underlying share reference $95.1200 per unit Reported transaction price for deferred stock units
Total deferred stock units after grant 9,452.0657 units Holdings following the 801.619-unit award
Underlying common stock 801.619 shares Shares of Southern Company common stock tied to new units
Conversion or exercise price $0.0000 Deferred units have no exercise price under plan terms
Deferred stock units financial
"Represents quarterly director cash and equity retainers 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.
Southern Company 2021 Equity and Incentive Compensation Plan financial
"Represents quarterly director cash and equity retainers 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"
See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates
SEC Form 4
FORM 4UNITED 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*
MEADOR DAVID E

(Last)(First)(Middle)
30 IVAN ALLEN JR. BLVD., NW

(Street)
ATLANTA GEORGIA 30308

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
SOUTHERN CO [ SO ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
07/01/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Deferred Stock Units Holding(1)$007/01/2026A801.619 (2) (2)Southern Company Common Stock801.619$95.129,452.0657(3)D
Explanation of Responses:
1. Represents quarterly director cash and equity retainers 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.
2. 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.
3. Includes additional deferred stock units acquired through the dividend reinvestment feature of the Deferred Compensation Plan.
/s/ Brittney Anderson, Attorney-in-Fact for David E. Meador07/02/2026
** Signature of Reporting PersonDate
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.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transaction did Southern Co (SO) director David E. Meador report?

David E. Meador reported receiving 801.619 deferred stock units as part of his quarterly director retainers. These units are a compensation-related award, not an open-market stock purchase or sale, and are recorded as derivative securities linked to Southern Company common stock.

How many Southern Co deferred stock units does David E. Meador now hold?

After the latest grant, David E. Meador holds 9,452.0657 deferred stock units. This total includes the 801.619 units granted for quarterly retainers plus additional units accumulated through the dividend reinvestment feature of the Deferred Compensation Plan for Outside Directors.

What does each Southern Co deferred stock unit represent for David E. Meador?

Each deferred stock unit represents the right to receive one share of Southern Company common stock. The units are settled in actual shares on dates following the end of Meador’s Board service, consistent with his elections under the Deferred Compensation Plan.

When will David E. Meador’s Southern Co deferred stock units be settled?

The deferred stock units will be settled in Southern Company common shares after Meador’s service on the Board terminates. The specific settlement dates follow his elections under the Deferred Compensation Plan for Outside Directors, and there is no traditional exercise or expiration date.

Is David E. Meador’s Form 4 transaction in Southern Co stock an open-market trade?

No, the Form 4 shows a compensation-related grant of 801.619 deferred stock units, coded as a grant or award. The units arise from quarterly director retainers and dividend reinvestment, rather than from buying or selling Southern Company shares in the open market.