Southern (SO) EVP gains shares from performance awards and covers taxes

Filing Impact

(Very High)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

Southern Company EVP Bryan D. Anderson reported equity compensation activity tied to performance awards. On February 11, 2026, he acquired 26,326 shares of Southern Company common stock at $0 per share upon vesting of performance share units for the 2023–2025 award period, including dividend equivalents.

He also acquired 1,716 shares through vesting of the first one-third of performance restricted stock units granted on February 5, 2025, following performance certification the same day. To cover required state and federal taxes, 13,190 and 941 shares were disposed of at $90.86 per share through tax-withholding transactions. After these entries, he directly holds 67,389 shares of common stock and 3,319 performance restricted stock units.

Insider Trade Summary

1,660 shares exercised/converted

Mixed 5 txns

Insider Anderson Bryan D

Role EVP

Type	Security	Shares	Price	Value
Exercise	Performance Restricted Stock Units	1,660	$0.00	--
Grant/Award	Southern Company Common Stock	26,326	$0.00	--
Tax Withholding	Southern Company Common Stock	13,190	$90.86	$1.20M
Exercise	Southern Company Common Stock	1,716	$0.00	--
Tax Withholding	Southern Company Common Stock	941	$90.86	$85K

Holdings After Transaction: Performance Restricted Stock Units — 3,319 shares (Direct); Southern Company Common Stock — 79,804 shares (Direct)

Footnotes (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 56 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 →

02/13/2026 - 03:50 PM

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^*

Anderson Bryan D

(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)
	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)
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		26,326⁽¹⁾	A	$0	79,804	D
Southern Company Common Stock	02/11/2026		F		13,190⁽²⁾	D	$90.86	66,614	D
Southern Company Common Stock	02/11/2026		M		1,716⁽³⁾	A	$0	68,330	D
Southern Company Common Stock	02/11/2026		F		941⁽²⁾	D	$90.86	67,389	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			1,660⁽⁴⁾	⁽⁴⁾	⁽⁴⁾	Southern Company Common Stock	1,660	$0	3,319	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 56 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 Bryan D. Anderson	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 Southern (SO) EVP Bryan D. Anderson report in this Form 4?

Bryan D. Anderson reported vesting of performance-based stock awards and related tax-withholding dispositions. He received common shares from performance share units and restricted stock units after performance certification by the Compensation and Talent Development Committee on February 11, 2026.

How many Southern (SO) shares did Bryan D. Anderson acquire from performance awards?

He acquired 26,326 Southern Company common shares at $0 upon vesting of performance share units for the 2023–2025 award, plus 1,716 shares from vesting of performance restricted stock units originally granted on February 5, 2025, including accrued dividend equivalent units.

Why were some Southern (SO) shares disposed of in Bryan D. Anderson’s filing?

The filing shows 13,190 and 941 Southern Company shares disposed of at $90.86 per share. Footnotes state these shares were withheld to satisfy required state and federal tax withholding obligations tied to the vesting of performance-based equity awards.

What derivative securities are reported for Bryan D. Anderson in Southern (SO)?

The report lists performance restricted stock units as derivative securities. On February 11, 2026, 1,660 units were converted into common stock, leaving 3,319 performance restricted stock units directly owned, with remaining tranches scheduled to vest in 2027 and 2028.

How many Southern (SO) common shares does Bryan D. Anderson own after these transactions?

Following the reported equity award vesting and tax-withholding transactions, Bryan D. Anderson directly owns 67,389 shares of Southern Company common stock. He also directly holds 3,319 performance restricted stock units linked to future settlement in additional common shares.

Are Bryan D. Anderson’s Southern (SO) transactions open-market buys or sells?

The transactions are primarily equity award vesting and tax-related dispositions, not open-market trading. Shares were acquired at $0 from performance share and restricted stock unit awards, while shares disposed at $90.86 were withheld to cover required tax obligations.