STOCK TITAN

Southern (NYSE: SO) EVP Cummiskey nets shares after RSU vesting events

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

Rhea-AI Filing Summary

Southern Company EVP Christopher Cummiskey reported routine equity compensation activity involving performance-based restricted stock units and common stock. On January 31, 2026, 1,794 shares of Southern Company common stock were acquired upon vesting of the second one-third of a January 31, 2024 performance RSU grant, including dividend equivalents, and 758 shares were withheld to cover tax obligations, leaving 23,538.4417 directly held shares.

On February 1, 2026, 1,715 additional shares were acquired upon vesting of the final one-third of a February 1, 2023 performance RSU grant, including dividend equivalents, with 834 shares withheld for taxes, bringing direct ownership to 24,419.4417 shares. The filing also shows 5,806.1007 common shares held indirectly in a 401(k) plan and 1,674 performance RSUs remaining from the January 31, 2024 grant.

Positive

  • None.

Negative

  • None.
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*
Cummiskey Christopher

(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 1,794(1) A $0 24,296.4417 D
Southern Company Common Stock 01/31/2026 F 758(2) D $89.31 23,538.4417 D
Southern Company Common Stock 02/01/2026 M 1,715(3) A $0 25,253.4417 D
Southern Company Common Stock 02/01/2026 F 834(2) D $89.31 24,419.4417 D
Southern Company Common Stock 5,806.1007 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 02/01/2026 M 1,537(4) (4) (4) Southern Company Common Stock 1,537 $0 0 D
Performance Restricted Stock Units $0 01/31/2026 M 1,674(5) (5) (5) Southern Company Common Stock 167 $0 1,674 D
Explanation of Responses:
1. Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on January 31, 2024. Includes 120 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 178 accrued dividend equivalent units.
4. 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.
5. Represents second 1/3 of 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.
/s/ Brittney Anderson, Attorney-in-Fact for Christopher Cummiskey 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.

FAQ

What did Southern Company (SO) EVP Christopher Cummiskey report on this Form 4?

He reported vesting of performance restricted stock units that delivered Southern Company common shares, along with share withholdings to satisfy tax obligations. The activity reflects standard equity compensation events for an executive officer rather than discretionary open-market trading.

How many Southern Company (SO) shares did the EVP acquire and withhold for taxes?

He acquired 1,794 shares on January 31, 2026 and 1,715 shares on February 1, 2026 from vesting RSUs. On those dates, 758 and 834 shares, respectively, were withheld to satisfy required state and federal tax withholding obligations.

How many Southern Company (SO) shares does Christopher Cummiskey own after these transactions?

After the reported transactions, he directly holds 24,419.4417 Southern Company common shares. The filing also indicates an additional 5,806.1007 common shares are held indirectly through a 401(k) plan account associated with him.

What performance restricted stock unit grants are involved in this Southern Company (SO) filing?

The transactions involve grants dated February 1, 2023 and January 31, 2024. The final one-third of the 2023 grant and the second one-third of the 2024 grant vested, delivering common shares and leaving 1,674 units from the 2024 grant scheduled to vest in 2027.

Were any Southern Company (SO) shares sold on the open market in this Form 4?

The filing classifies the disposals with transaction code “F” and explains these shares were withheld to satisfy tax withholding requirements. That indicates shares were retained for taxes rather than representing discretionary open-market sales by the executive.

What does transaction code “M” signify in this Southern Company (SO) Form 4?

Transaction code “M” indicates the exercise or conversion of derivative securities, here performance restricted stock units. In this case, the code marks RSUs converting into Southern Company common stock upon vesting according to the terms of the 2023 and 2024 award agreements.
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