Southern Company director Grain acquires stock units

Q: How many deferred stock units did SO director David J. Grain acquire?

David J. Grain acquired 973.4036 deferred stock units on October 1, 2026. His reported holdings following the transaction were 88,596.7903 deferred stock units.

The units represent a quarterly director cash and equity retainer and include additional units acquired through dividend reinvestment.

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Rhea-AI Filing Summary

Southern Company (SO) director David J. Grain acquired 973.4036 deferred stock units on October 1, 2026. The units represent a quarterly director cash and equity retainer paid under the Southern Company 2021 Equity and Incentive Compensation Plan and deferred pursuant to the Deferred Compensation Plan for Outside Directors of The Southern Company. They include additional units acquired through that plan’s dividend reinvestment feature. Grain’s resulting holdings were 88,596.7903 deferred stock units.

Insider Trade Summary

Grant/Award: 973.4036 shares

Grant/Award 1 txn

Insider GRAIN DAVID J

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Deferred Stock Units Holding ^{F1, F2, F3}	973.4036	$83.47	$81K

Holdings After Transaction: Deferred Stock Units Holding — 88,596.7903 contracts (Direct)

Footnotes (3)

F1. Represents quarterly director cash and equity retainer paid under the Southern Company 2021 Equity and Incentive Compensation Plan and deferred pursuant to the Deferred Compensation Plan for Outside Directors of The Southern Company (Deferred Compensation Plan). Each deferred stock unit represents the right to receive one share of Southern Company common stock.
F2. Deferred stock units are settled in shares of Southern Company common stock on the date(s) following the termination of the reporting person's service on the Board as specified by the reporting person pursuant to the Deferred Compensation Plan. There is no exercise or expiration date.
F3. Includes additional deferred stock units acquired through the dividend reinvestment feature of the Deferred Compensation Plan.

Key Figures

Deferred stock units acquired: 973.4036 units Reported price per share: $83.4700 per share Deferred stock units held after transaction: 88,596.7903 units

3 metrics

Deferred stock units acquired 973.4036 units October 1, 2026 director retainer acquisition

Reported price per share $83.4700 per share October 1, 2026 transaction

Deferred stock units held after transaction 88,596.7903 units Following the October 1, 2026 transaction

Key Terms

Deferred stock units, dividend reinvestment feature, Deferred Compensation Plan for Outside Directors of The Southern Company

3 terms

Deferred stock units financial

"Each deferred stock unit represents the right to receive one share"

Deferred stock units are promises from a company to give an employee shares of stock at a future date, often after certain conditions are met or after leaving the company. They function like a form of delayed compensation, allowing employees to earn shares over time. For investors, they represent potential future ownership in the company, but do not provide immediate voting rights or dividends until the shares are actually received.

dividend reinvestment feature financial

"acquired through the dividend reinvestment feature"

Deferred Compensation Plan for Outside Directors of The Southern Company financial

"pursuant to the Deferred Compensation Plan for Outside Directors"

FAQ

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How many deferred stock units did SO director David J. Grain acquire?

David J. Grain acquired 973.4036 deferred stock units on October 1, 2026. His reported holdings following the transaction were 88,596.7903 deferred stock units.

How are David J. Grain’s Southern Company deferred stock units settled?

Each deferred stock unit represents the right to receive one share of Southern Company common stock. The units are settled in shares on dates following the end of Grain’s Board service, as specified by him under the Deferred Compensation Plan.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 10/05/2026 - 02:15 PM Accepted by SEC EDGAR 10/05/2026 - 02:15 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^*

GRAIN DAVID J

(Last)

(First)

(Middle)

30 IVAN ALLEN JR. BLVD., NW

(Street)

ATLANTA

GEORGIA

30308

(City)

(State)

(Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
SOUTHERN CO [ SO ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director	10% Owner
	Officer (give title below)	Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
10/01/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

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)

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)
Deferred Stock Units Holding⁽¹⁾	$0	10/01/2026		A		973.4036		⁽²⁾	⁽²⁾	Southern Company Common Stock	973.4036	$83.47	88,596.7903⁽³⁾	D

Explanation of Responses:

1. Represents quarterly director cash and equity retainer paid under the Southern Company 2021 Equity and Incentive Compensation Plan and deferred pursuant to the Deferred Compensation Plan for Outside Directors of The Southern Company (Deferred Compensation Plan). Each deferred stock unit represents the right to receive one share of Southern Company common stock.

2. Deferred stock units are settled in shares of Southern Company common stock on the date(s) following the termination of the reporting person's service on the Board as specified by the reporting person pursuant to the Deferred Compensation Plan. There is no exercise or expiration date.

3. Includes additional deferred stock units acquired through the dividend reinvestment feature of the Deferred Compensation Plan.

	/s/ Brittney Anderson, Attorney-in-Fact for David J. Grain	10/05/2026
	** 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.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR