Southern Company (NYSE: SO) EVP reports stock vesting and tax withholdings

Rhea-AI Filing Summary

Southern Company EVP & COO Stan W. Connally Jr. reported routine equity compensation activity involving performance restricted stock units and common stock. On January 31, 2026, 2,634 shares of Southern Company common stock were acquired at $0 upon vesting of the second one-third of a January 31, 2024 award, followed by 1,107 shares withheld at $89.31 to cover taxes. On February 1, 2026, 2,639 shares were acquired at $0 upon vesting of the final one-third of a February 1, 2023 award, with 1,229 shares withheld at $89.31 for tax obligations.

These transactions reflect the exercise and settlement of performance restricted stock units, not open-market purchases. After the reported transactions, Connally directly held 149,943 Southern Company common shares and indirectly held 15,381.7755 shares through a 401(k) plan.

Insider Trade Summary

4,822 shares exercised/converted

Mixed 7 txns

Insider Connally Stan W

Role EVP & COO

Type	Security	Shares	Price	Value
Exercise	Performance Restricted Stock Units	2,364	$0.00	--
Exercise	Southern Company Common Stock	2,639	$0.00	--
Tax Withholding	Southern Company Common Stock	1,229	$89.31	$110K
Exercise	Performance Restricted Stock Units	2,458	$0.00	--
Exercise	Southern Company Common Stock	2,634	$0.00	--
Tax Withholding	Southern Company Common Stock	1,107	$89.31	$99K
holding	Southern Company Common Stock	--	--	--

Holdings After Transaction: Performance Restricted Stock Units — 0 shares (Direct); Southern Company Common Stock — 151,172 shares (Direct); Southern Company Common Stock — 15,381.776 shares (Indirect, 401(k))

Footnotes (1)

1. Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on January 31, 2024. Includes 176 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 275 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 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

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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^*

Connally Stan W

(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 & COO

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		2,634(1)	A	$0	149,640	D
Southern Company Common Stock	01/31/2026		F		1,107(2)	D	$89.31	148,533	D
Southern Company Common Stock	02/01/2026		M		2,639(3)	A	$0	151,172	D
Southern Company Common Stock	02/01/2026		F		1,229(2)	D	$89.31	149,943	D
Southern Company Common Stock								15,381.7755	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
Performance Restricted Stock Units	$0	02/01/2026		M			2,364(4)	(4)	(4)	Southern Company Common Stock	2,364	$0	0	D
Performance Restricted Stock Units	$0	01/31/2026		M			2,458(5)	(5)	(5)	Southern Company Common Stock	2,458	$0	2,458	D

Explanation of Responses:

1. Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on January 31, 2024. Includes 176 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 275 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 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 Stanley W. Connally, Jr.	02/03/2026
	** Signature of Reporting Person	Date
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FAQ

What did Southern Company (SO) EVP & COO Stan Connally report on this Form 4?

Stan W. Connally Jr. reported vesting and settlement of performance restricted stock units that converted into Southern Company common stock. Related shares were withheld to cover tax obligations, and updated direct and 401(k) share balances were disclosed in the filing.

How many Southern Company shares did Stan Connally acquire through vesting on this Form 4?

He acquired 2,634 common shares on January 31, 2026 and 2,639 common shares on February 1, 2026 at an exercise price of $0, reflecting vesting of performance restricted stock unit awards from 2023 and 2024.

How many Southern Company shares were withheld for taxes in Stan Connally’s Form 4?

The filing shows 1,107 Southern Company common shares were withheld at $89.31 on January 31, 2026 and 1,229 shares were withheld at $89.31 on February 1, 2026 to satisfy required federal and state tax withholding obligations.

What are the performance restricted stock units described in the Southern Company (SO) Form 4?

The performance restricted stock units represent rights to receive one Southern Company common share per unit at settlement. Portions granted in 2023 and 2024 vested in 2026, with additional units accruing through deemed dividends and shares withheld at vesting to cover tax requirements.

How many Southern Company shares does Stan Connally own after these transactions?

After the reported transactions, Stan W. Connally Jr. directly held 149,943 Southern Company common shares. He also indirectly held 15,381.7755 additional shares through a 401(k) plan, reflecting his updated beneficial ownership in the company.

Were Stan Connally’s Southern Company (SO) transactions open-market buys or sells?

The Form 4 shows transactions coded “M” and “F,” indicating vesting and settlement of performance restricted stock units with share withholding for taxes. These reflect equity award exercises and tax withholding, not open-market purchases or discretionary sales of Southern Company stock.