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Southern (NYSE: SO) comptroller logs RSU vesting and tax share withholdings

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

Rhea-AI Filing Summary

Southern Company’s comptroller, Matthew M. Kim, reported routine equity compensation vesting and related tax withholding transactions. On January 31, 2026, 340 shares of Southern Company common stock were acquired at $0 upon vesting of restricted stock units, with 170 shares withheld at $89.31 to cover taxes. On February 1, 2026, 345 additional shares were acquired at $0 from performance restricted stock units, with 173 shares withheld at $89.31 for taxes. After these transactions, Kim directly held 9,429 common shares and indirectly held 1,192.7661 shares through a 401(k) plan. The filing also notes remaining restricted stock units scheduled to vest in 2027, each unit settling into one common share.

Positive

  • None.

Negative

  • None.
Insider Kim Matthew M.
Role Comptroller
Type Security Shares Price Value
Exercise Southern Co Restricted Stock Units 308 $0.00 --
Exercise Southern Company Common Stock 345 $0.00 --
Tax Withholding Southern Company Common Stock 173 $89.31 $15K
Exercise Southern Co Restricted Stock Units 317 $0.00 --
Exercise Southern Company Common Stock 340 $0.00 --
Tax Withholding Southern Company Common Stock 170 $89.31 $15K
holding Southern Company Common Stock -- -- --
Holdings After Transaction: Southern Co Restricted Stock Units — 0 shares (Direct); Southern Company Common Stock — 9,602 shares (Direct); Southern Company Common Stock — 1,192.766 shares (Indirect, 401(k))
Footnotes (1)
  1. Shares acquired upon vesting of second 1/3 of restricted stock units granted on January 31, 2024. Includes 23 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 37 accrued dividend equivalent units. 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. 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.
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*
Kim Matthew M.
(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)
Comptroller
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 340(1) A $0 9,427 D
Southern Company Common Stock 01/31/2026 F 170(2) D $89.31 9,257 D
Southern Company Common Stock 02/01/2026 M 345(3) A $0 9,602 D
Southern Company Common Stock 02/01/2026 F 173(2) D $89.31 9,429 D
Southern Company Common Stock 1,192.7661 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
Southern Co Restricted Stock Units $0 01/31/2026 M 317(4) (4) (4) Southern Company Common Stock 317 $0 318 D
Southern Co Restricted Stock Units $0 02/01/2026 M 308(5) (5) (5) Southern Company Common Stock 308 $0 0 D
Explanation of Responses:
1. Shares acquired upon vesting of second 1/3 of restricted stock units granted on January 31, 2024. Includes 23 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 37 accrued dividend equivalent units.
4. 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.
5. 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.
/s/ Brittney Anderson, Attorney-in-Fact for Matthew M. Kim 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 insider transactions did Southern (SO) comptroller Matthew M. Kim report?

Matthew M. Kim reported routine equity compensation activity, including vesting of restricted stock units that converted into Southern Company common shares and share withholdings to cover tax obligations. These transactions reflect standard executive compensation mechanics rather than open-market buying or selling.

How many Southern (SO) shares did Matthew M. Kim acquire through vesting?

Kim acquired 340 Southern Company common shares on January 31, 2026 and 345 shares on February 1, 2026 through vesting of restricted and performance restricted stock units. Both transactions were recorded at a conversion price of $0 as part of his compensation.

How many Southern (SO) shares were withheld for Matthew M. Kim’s taxes?

The company withheld 170 Southern Company shares on January 31, 2026 and 173 shares on February 1, 2026 at a value of $89.31 per share. These withholdings satisfied required federal and state tax obligations tied to the vesting events.

What are Matthew M. Kim’s Southern (SO) shareholdings after these transactions?

Following the reported transactions, Kim directly held 9,429 Southern Company common shares. He also had an indirect holding of 1,192.7661 shares through a 401(k) plan, reflecting retirement-plan investments rather than directly traded stock positions.

What happened to Matthew M. Kim’s Southern (SO) restricted stock units?

Restricted stock units and performance restricted stock units vested on January 31, 2026 and February 1, 2026, converting into Southern Company common shares. The filing also notes remaining restricted stock units from a 2024 grant that are scheduled to vest in 2027, subject to plan terms.

Were Matthew M. Kim’s Southern (SO) transactions open-market trades?

No, the transactions reflect equity awards vesting and related share withholding for taxes, not discretionary open-market purchases or sales. The Form 4 codes show conversions of restricted stock units and automatic tax withholdings under the company’s compensation and tax compliance programs.