SO Form 4: Director Dale Klein Acquires 448 Deferred Stock Units

Dale E. Klein, a director of Southern Company (SO), reported an acquisition under Form 4.

Accepted by SEC EDGAR 10/02/2025 - 04:00 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Dale E. Klein, a director of Southern Company (SO), reported an acquisition under Form 4. On 10/01/2025 he was credited with 448.3122 deferred stock units under Southern's Deferred Compensation Plan; these units are payable in Southern common stock only upon termination and have no exercise or expiration date. The filing shows 55,464.6374 shares beneficially owned by Mr. Klein following the transaction. The Form 4 was signed on behalf of Mr. Klein by an attorney-in-fact on 10/02/2025.

Insider Trade Summary

Grant/Award: 448.3122 shares

Grant/Award 1 txn

Insider Klein Dale E.

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Deferred Stock Units Holding	448.3122	$94.80	$42K

Holdings After Transaction: Deferred Stock Units Holding — 55,464.6374 contracts (Direct)

Holdings Before and After: Deferred Stock Units Holding, 55,016.3252 to 55,464.6374 contracts (Direct)

Footnotes (1)

1. F1. Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did Dale E. Klein report on the SO Form 4?

He reported the acquisition of 448.3122 deferred stock units under Southern's Deferred Compensation Plan on 10/01/2025.

How many shares does Dale E. Klein beneficially own after the transaction?

The Form 4 shows 55,464.6374 shares beneficially owned following the reported transaction.

Were any cash payments or exercise prices disclosed for the deferred stock units?

The filing shows the deferred stock units have a holding price of $0 and are payable in stock only upon termination.

When was the Form 4 signed and by whom?

The Form 4 was signed by Brittney Anderson, Attorney-in-Fact for Dale E. Klein on 10/02/2025.

What is the nature of the deferred stock units reported?

The units were acquired pursuant to Southern's Deferred Compensation Plan and have no exercise or expiration date.

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

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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).

1. Name and Address of Reporting Person^*

Klein Dale E.

(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)

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

3. Date of Earliest Transaction (Month/Day/Year)
10/01/2025

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

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
Deferred Stock Units Holding(1)	$0	10/01/2025		A		448.3122		(1)	(1)	Southern Company Common Stock	448.3122	$94.8	55,464.6374	D

Explanation of Responses:

1. Acquired pursuant to Southern's Deferred Compensation Plan, payable in stock only upon termination. There is no exercise or expiration date.

	/s/ Brittney Anderson, Attorney-in-Fact for Dale E. Klein	10/02/2025
	** 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.
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