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Southern Company (NYSE: SO) EVP reports equity vesting and tax-withholding trades

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

Rhea-AI Filing Summary

Southern Company executive Christopher Cummiskey, an EVP, reported multiple equity compensation transactions dated February 11, 2026. He acquired 22,178 Southern Company common shares at $0 through vesting of performance share units for the 2023–2025 award, and another 1,490 shares from performance restricted stock units.

To cover tax obligations, he disposed of 9,880 shares and 738 shares at $90.86 per share via tax-withholding transactions. After these movements, he directly owns about 37,469.4417 common shares, holds 2,880 performance restricted stock units, and indirectly holds 5,857.0111 shares in a 401(k) account.

Positive

  • None.

Negative

  • None.
Insider Cummiskey Christopher
Role EVP
Type Security Shares Price Value
Exercise Performance Restricted Stock Units 1,441 $0.00 --
Grant/Award Southern Company Common Stock 22,178 $0.00 --
Tax Withholding Southern Company Common Stock 9,880 $90.86 $898K
Exercise Southern Company Common Stock 1,490 $0.00 --
Tax Withholding Southern Company Common Stock 738 $90.86 $67K
holding Southern Company Common Stock -- -- --
Holdings After Transaction: Performance Restricted Stock Units — 2,880 shares (Direct); Southern Company Common Stock — 46,597.442 shares (Direct); Southern Company Common Stock — 5,857.011 shares (Indirect, 401(k))
Footnotes (1)
  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. Shares withheld to satisfy required state and federal tax withholding requirements. Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 5, 2025. The Compensation and Talent Development Committee certified performance on February 11, 2026. Includes 49 accrued dividend equivalent units. Represents first 1/3 of performance restricted stock units granted on February 5, 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.
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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*
Cummiskey Christopher
(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
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)
Code V Amount (A) or (D) Price
Southern Company Common Stock 02/11/2026 A 22,178(1) A $0 46,597.4417 D
Southern Company Common Stock 02/11/2026 F 9,880(2) D $90.86 36,717.4417 D
Southern Company Common Stock 02/11/2026 M 1,490(3) A $0 38,207.4417 D
Southern Company Common Stock 02/11/2026 F 738(2) D $90.86 37,469.4417 D
Southern Company Common Stock 5,857.0111 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 02/11/2026 M 1,441(4) (4) (4) Southern Company Common Stock 1,441 $0 2,880 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 February 5, 2025. The Compensation and Talent Development Committee certified performance on February 11, 2026. Includes 49 accrued dividend equivalent units.
4. Represents first 1/3 of performance restricted stock units granted on February 5, 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 Christopher Cummiskey 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

FAQ

What did SO EVP Christopher Cummiskey report in this Form 4?

He reported equity compensation activity on February 11, 2026, including vesting of performance share units and performance restricted stock units, plus related tax-withholding share dispositions. The filing details both shares acquired at no cost and shares withheld to satisfy tax obligations.

How many Southern Company (SO) shares did the EVP acquire?

He acquired 22,178 Southern Company common shares at $0 from vested performance share units and 1,490 additional shares from vested performance restricted stock units. These grants stem from the company’s long-term incentive programs, tied to performance over specified award periods.

What tax-withholding transactions were disclosed for SO shares?

He reported two tax-withholding dispositions: 9,880 shares and 738 shares of Southern Company common stock, each at $90.86 per share. These shares were withheld by the company to satisfy required state and federal tax withholding linked to the vesting events.

What SO shareholdings does Christopher Cummiskey have after these transactions?

Following the reported transactions, he directly owns 37,469.4417 Southern Company common shares and 2,880 performance restricted stock units. He also indirectly holds 5,857.0111 common shares through a 401(k) plan position reported as indirect beneficial ownership.

What are the remaining performance restricted stock units mentioned in the SO filing?

The filing shows 2,880 performance restricted stock units remaining after a 1,441-unit exercise. These units were originally granted February 5, 2025, and are scheduled to vest one-third in 2027 and one-third in 2028, subject to continued conditions and dividend equivalents.

How are SO’s performance awards structured for the EVP?

He received performance share units for a 2023–2025 award and performance restricted stock units granted February 5, 2025. Vesting followed Compensation and Talent Development Committee certification on February 11, 2026, and awards include accrued or deemed dividend units as part of the total.