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Southern Co (SO) Form 4: 764.77 deferred units added by director

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

SOUTHERN CO (SO) director Shantella E. Cooper acquired 764.7679 deferred stock units on 10/01/2025 under Southern's Deferred Compensation Plan. These units are payable in Southern Company common stock only upon termination and have no exercise or expiration date; the Form 4 shows a $0 per-unit conversion price. After the reported acquisition, Ms. Cooper is shown as beneficially owning 30,387.8546 shares of Southern common stock. The filing was signed on behalf of Ms. Cooper by an attorney-in-fact on 10/02/2025.

Positive

  • Acquired 764.7679 deferred stock units on 10/01/2025 under the Deferred Compensation Plan

Negative

  • None.
Insider Cooper Shantella E.
Role Director
Type Security Shares Price Value
Grant/Award Deferred Stock Units Holding 764.7679 $94.80 $72K
Holdings After Transaction: Deferred Stock Units Holding — 30,387.8546 shares (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.

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FAQ

What did Shantella E. Cooper report on Form 4 for SO?
She reported acquiring 764.7679 deferred stock units on 10/01/2025 under the company's Deferred Compensation Plan.

How many SO shares does Shantella E. Cooper beneficially own after the transaction?
The Form 4 reports 30,387.8546 shares beneficially owned following the transaction.

What price and exercisability are shown for the deferred stock units?
The units show a conversion price of $0 and are payable in stock only upon termination with no exercise or expiration date.

Who signed the Form 4 and when was it filed?
The form is signed by Brittney Anderson, Attorney-in-Fact for Shantella E. Cooper and dated 10/02/2025.
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*
Cooper Shantella 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 764.7679 (1) (1) Southern Company Common Stock 764.7679 $94.8 30,387.8546 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 Shantella E. Cooper 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.
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