SO Form 4 reports multiple insider transactions

Cherry Pedro P. reported multiple insider transaction types in a Form 4 filing for SO.

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Form Type

Rhea-AI Filing Summary

Cherry Pedro P. reported multiple insider transaction types in a Form 4 filing for SO. The filing lists transactions totaling 14,933 shares at a weighted average price of $90.86 per share. Following the reported transactions, holdings were 788 shares.

Insider Trade Summary

395 shares exercised/converted

Exercise 5 txns

Insider Cherry Pedro P.

Role Chairman, President & CEO, MPC

Type	Security	Shares	Price	Value
Exercise	Performance Restricted Stock Units	395	$0.00	$0.00
Grant/Award	Southern Company Common Stock	9,699	$0.00	$0.00
Exercise Price or Tax Liability	Southern Company Common Stock	4,237	$90.86	$385K
Exercise	Southern Company Common Stock	406	$0.00	$0.00
Exercise Price or Tax Liability	Southern Company Common Stock	196	$90.86	$18K

Holdings After Transaction: Performance Restricted Stock Units — 788 contracts (Direct); Southern Company Common Stock — 6,820 shares (Direct)

Footnotes (4)

F1. Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2023-2025 award. The Compensation and Talent Development Committee certified performance on February 11, 2026. Includes accrued dividend equivalent units.
F2. Shares withheld to satisfy required state and federal tax withholding requirements.
F3. Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on April 16, 2025. The Compensation and Talent Development Committee certified performance on February 11, 2026. Includes 11 accrued dividend equivalent units.
F4. Represents first 1/3 of performance restricted stock units granted on April 16, 2025. The remaining award will vest 1/3 in 2027 and 1/3 in 2028. 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.

FAQ

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What did Pedro P. Cherry report on this Form 4 for Southern Company (SO)?

Pedro P. Cherry reported vesting of performance-based equity awards and related tax withholding in Southern Company common stock. He received vested shares from performance share units and performance restricted stock units, with a portion of shares withheld to satisfy state and federal tax obligations.

How many Southern Company (SO) shares did Pedro P. Cherry acquire and at what price?

Pedro P. Cherry acquired 9,699 shares of Southern Company common stock at $0 upon vesting of performance share units and 406 additional shares at $0 from vesting performance restricted stock units, reflecting non-cash equity compensation rather than open-market purchases of the company’s stock.

How many Southern Company (SO) shares were withheld for Pedro P. Cherry’s taxes?

A total of 4,237 shares and 196 shares of Southern Company common stock were withheld at $90.86 per share. These dispositions were specifically used to satisfy required state and federal tax withholding obligations tied to Cherry’s equity award vesting transactions.

What are Pedro P. Cherry’s holdings after these Southern Company (SO) transactions?

Following the reported transactions, Pedro P. Cherry directly owned 6,820 shares of Southern Company common stock and 788 performance restricted stock units. These figures reflect the net amount after vesting-related share acquisitions and share withholding to cover his associated tax liabilities.

What is the vesting schedule for Pedro P. Cherry’s performance restricted stock units at Southern Company (SO)?

The reported 395 performance restricted stock units represent the first third of an award granted April 16, 2025. The remaining units are scheduled to vest in two equal installments, one-third in 2027 and one-third in 2028, with shares withheld at vesting to satisfy taxes.

Were Pedro P. Cherry’s Form 4 transactions in Southern Company (SO) open-market sales?

The filing shows dispositions labeled with transaction code F at $90.86 per share, described as shares withheld to satisfy tax obligations. These represent tax-withholding dispositions tied to equity vesting, rather than discretionary open-market sales of Southern Company common stock.

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Accepted by SEC EDGAR 02/13/2026 - 03:52 PM EST

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^*

Cherry Pedro P.

(Last)

(First)

(Middle)

30 IVAN ALLEN JR. BLVD., NW

(Street)

ATLANTA

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, MPC

3. Date of Earliest Transaction (Month/Day/Year)
02/11/2026

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Southern Company Common Stock	02/11/2026		A		9,699⁽¹⁾	A	$0	10,847	D
Southern Company Common Stock	02/11/2026		F		4,237⁽²⁾	D	$90.86	6,610	D
Southern Company Common Stock	02/11/2026		M		406⁽³⁾	A	$0	7,016	D
Southern Company Common Stock	02/11/2026		F		196⁽²⁾	D	$90.86	6,820	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Performance Restricted Stock Units	$0	02/11/2026		M			395⁽⁴⁾	⁽⁴⁾	⁽⁴⁾	Southern Company Common Stock	395	$0	788	D

Explanation of Responses:

1. Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2023-2025 award. The Compensation and Talent Development Committee certified performance on February 11, 2026. Includes accrued dividend equivalent units.

2. Shares withheld to satisfy required state and federal tax withholding requirements.

3. Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on April 16, 2025. The Compensation and Talent Development Committee certified performance on February 11, 2026. Includes 11 accrued dividend equivalent units.

4. Represents first 1/3 of performance restricted stock units granted on April 16, 2025. The remaining award will vest 1/3 in 2027 and 1/3 in 2028. 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 Pedro P. Cherry	02/13/2026
	** 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