STOCK TITAN
  1. Home
  2. Sec-filings
  3. SO
  4. [Form 4] SOUTHERN CO Insider Trading Activity

Southern Company (NYSE: SO) EVP Anderson settles performance units and withholds shares for taxes

Filing Impact
(Moderate)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

Southern Company EVP Bryan D. Anderson reported routine equity award activity. On January 31, 2026 and February 1, 2026, performance restricted stock units vested and were settled into Southern Company common stock at an exercise price of $0 per share.

Vesting generated 2,052 and 2,037 common shares, including accrued dividend equivalent units. To cover state and federal tax withholding, the company withheld 981 and 1,085 shares at a price of $89.31 per share. After these transactions, Anderson directly owned 53,478 Southern Company common shares.

Positive

  • None.

Negative

  • None.
Insider Anderson Bryan D
Role EVP
Type Security Shares Price Value
Exercise Performance Restricted Stock Units 1,825 $0.00 --
Exercise Southern Company Common Stock 2,037 $0.00 --
Tax Withholding Southern Company Common Stock 1,085 $89.31 $97K
Exercise Performance Restricted Stock Units 1,915 $0.00 --
Exercise Southern Company Common Stock 2,052 $0.00 --
Tax Withholding Southern Company Common Stock 981 $89.31 $88K
Holdings After Transaction: Performance Restricted Stock Units — 0 shares (Direct); Southern Company Common Stock — 54,563 shares (Direct)
Footnotes (1)
  1. Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on January 31, 2024. Includes 137 accrued dividend equivalent units. Shares withheld to satisfy required state and federal tax withholding requirements. Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 1, 2023. Includes 212 accrued dividend equivalent units. Represents second 1/3 of performance restricted stock units granted on January 31, 2024. The remaining award will vest in 2027. 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. Represents final 1/3 of performance restricted stock units granted on February 1, 2023. 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*
Anderson Bryan D
(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)
01/31/2026
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 01/31/2026 M 2,052(1) A $0 53,507 D
Southern Company Common Stock 01/31/2026 F 981(2) D $89.31 52,526 D
Southern Company Common Stock 02/01/2026 M 2,037(3) A $0 54,563 D
Southern Company Common Stock 02/01/2026 F 1,085(2) D $89.31 53,478 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)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Performance Restricted Stock Units $0 01/31/2026 M 1,915(4) (4) (4) Southern Company Common Stock 1,915 $0 1,916 D
Performance Restricted Stock Units $0 02/01/2026 M 1,825(5) (5) (5) Southern Company Common Stock 1,825 $0 0 D
Explanation of Responses:
1. Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on January 31, 2024. Includes 137 accrued dividend equivalent units.
2. Shares withheld to satisfy required state and federal tax withholding requirements.
3. Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 1, 2023. Includes 212 accrued dividend equivalent units.
4. Represents second 1/3 of performance restricted stock units granted on January 31, 2024. The remaining award will vest in 2027. 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.
5. Represents final 1/3 of performance restricted stock units granted on February 1, 2023. 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 02/03/2026
** 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 insider transactions did Southern Company (SO) report for Bryan D. Anderson?

Southern Company (SO) reported that EVP Bryan D. Anderson had performance restricted stock units vest on January 31 and February 1, 2026. These units were settled into common shares, with a portion of the resulting stock withheld to satisfy required tax withholding obligations.

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

Bryan D. Anderson acquired 2,052 Southern Company (SO) common shares on January 31, 2026 and 2,037 shares on February 1, 2026. These amounts include accrued dividend equivalent units tied to the original performance restricted stock unit grants from 2023 and 2024.

How many Southern Company (SO) shares were withheld for taxes in this Form 4?

To cover tax obligations, 981 Southern Company (SO) shares were withheld on January 31, 2026 and 1,085 shares were withheld on February 1, 2026. Both withholding transactions were executed at a share price of $89.31, as disclosed in the Form 4 filing.

What is Bryan D. Anderson’s resulting Southern Company (SO) share ownership?

After the reported vesting and tax withholding transactions, EVP Bryan D. Anderson directly owned 53,478 Southern Company (SO) common shares. This figure reflects all acquisitions from vested performance restricted stock units and the shares withheld to satisfy state and federal tax requirements.

What performance restricted stock unit awards are described for Southern Company (SO)?

The filing describes performance restricted stock units granted on January 31, 2024 and February 1, 2023. Portions vested in 2026, with each unit converting into one Southern Company (SO) share at settlement and additional units accumulated through deemed dividends before vesting.

Does the Form 4 show any remaining unvested performance units for Southern Company (SO)?

The Form 4 notes that the second one-third of the January 31, 2024 performance restricted stock unit grant vested in 2026 and states the remaining award will vest in 2027. The February 1, 2023 grant’s final one-third vested, leaving no remaining units from that grant.