Southern (NYSE: SO) CEO reports share awards and tax-withholding moves

Rhea-AI Filing Summary

Southern Company officer James Jeffrey Peoples reported several equity award and tax-withholding transactions in company stock dated February 11, 2026. He acquired 41,770 shares of common stock at $0 as a performance share award for the 2023–2025 program, and 2,929 shares upon vesting of performance restricted stock units granted in February 2025. To cover state and federal tax obligations, 18,526 shares and 1,438 shares were withheld at a price of $90.86 per share. After these transactions, he directly held 42,140 common shares, 5,666 performance restricted stock units, and indirectly held 9,379.5578 shares through a 401(k) plan.

Insider Trade Summary

2,833 shares exercised/converted

Mixed 6 txns

Insider Peoples James Jeffrey

Role Chairman, President & CEO, APC

Type	Security	Shares	Price	Value
Exercise	Performance Restricted Stock Units	2,833	$0.00	--
Grant/Award	Southern Company Common Stock	41,770	$0.00	--
Tax Withholding	Southern Company Common Stock	18,526	$90.86	$1.68M
Exercise	Southern Company Common Stock	2,929	$0.00	--
Tax Withholding	Southern Company Common Stock	1,438	$90.86	$131K
holding	Southern Company Common Stock	--	--	--

Holdings After Transaction: Performance Restricted Stock Units — 5,666 shares (Direct); Southern Company Common Stock — 59,175 shares (Direct); Southern Company Common Stock — 9,379.558 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 96 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.

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^*

Peoples James Jeffrey

(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)
	Chairman, President & CEO, APC

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		41,770(1)	A	$0	59,175	D
Southern Company Common Stock	02/11/2026		F		18,526(2)	D	$90.86	40,649	D
Southern Company Common Stock	02/11/2026		M		2,929(3)	A	$0	43,578	D
Southern Company Common Stock	02/11/2026		F		1,438(2)	D	$90.86	42,140	D
Southern Company Common Stock								9,379.5578	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			2,833(4)	(4)	(4)	Southern Company Common Stock	2,833	$0	5,666	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 96 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 J. Jeffrey Peoples	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.

FAQ

What insider transactions did James Jeffrey Peoples report for Southern Company (SO)?

James Jeffrey Peoples reported equity award vesting and related tax-withholding transactions in Southern Company common stock. He received performance-based shares and restricted stock units, while some shares were withheld at $90.86 per share to satisfy required tax obligations on February 11, 2026.

How many Southern Company shares did James Jeffrey Peoples acquire in awards?

He acquired 41,770 Southern Company common shares as a performance share award for the 2023–2025 program and 2,929 shares from vesting of performance restricted stock units. Both awards reflected performance certification by the Compensation and Talent Development Committee on February 11, 2026.

Why were some Southern Company (SO) shares disposed of in James Jeffrey Peoples’ Form 4?

Shares were not sold in the open market; they were withheld to cover taxes. Specifically, 18,526 shares and 1,438 shares of Southern Company common stock were withheld at $90.86 per share to satisfy required state and federal tax withholding obligations linked to the vesting events.

What is James Jeffrey Peoples’ Southern Company share ownership after these transactions?

Following the reported transactions, he directly owned 42,140 Southern Company common shares and 5,666 performance restricted stock units. He also indirectly held 9,379.5578 shares through a 401(k) plan, reflecting retirement-related ownership separate from his directly held stock and units.

What are the terms of James Jeffrey Peoples’ performance restricted stock units at Southern Company?

The performance restricted stock units were granted on February 5, 2025, and vest in three equal parts. The first third vested in 2026, with remaining thirds scheduled to vest in 2027 and 2028. Each unit settles into one common share, with additional units from deemed dividend equivalents.

How does the Form 4 describe James Jeffrey Peoples’ role at Southern Company (SO)?

The filing identifies James Jeffrey Peoples as an officer of Southern, serving as Chairman, President and CEO of APC. This role makes him a reporting person under Section 16, requiring disclosure of equity awards, vesting events, and related tax-withholding share dispositions in company stock.