Southern Company (SO) director reports new deferred stock unit grant
Rhea-AI Filing Summary
Southern Company director Shantella E. Cooper reported a routine equity compensation grant. On 01/02/2026, she received 516.055 deferred stock units as her quarterly director equity retainer under the Southern Company 2021 Equity and Incentive Compensation Plan, deferred into the Deferred Compensation Plan for Outside Directors.
Each deferred stock unit represents the right to receive one share of Southern Company common stock, with settlement in shares after her board service ends as specified under the plan. The filing shows a reference stock price of $87.2 and indicates that Cooper beneficially owns 31,166.7314 deferred stock units following this transaction, including units acquired through the plan’s dividend reinvestment feature.
Positive
- None.
Negative
- None.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Deferred Stock Units Holding | 516.055 | $87.20 | $45K |
Footnotes (1)
- Represents quarterly director 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. 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. Includes additional deferred stock units acquired through the dividend reinvestment feature of the Deferred Compensation Plan.
FAQ
What insider transaction did Southern Company (SO) report for director Shantella E. Cooper?
The report shows that on 01/02/2026, director Shantella E. Cooper received 516.055 deferred stock units as part of her quarterly director equity retainer under the Southern Company 2021 Equity and Incentive Compensation Plan, deferred into the Deferred Compensation Plan for Outside Directors.
How many Southern Company deferred stock units does the director own after this transaction?
Following the reported transaction, Shantella E. Cooper beneficially owns 31,166.7314 deferred stock units tied to Southern Company common stock, as shown in the filing.
What does each Southern Company deferred stock unit represent for the director?
Each deferred stock unit reported for Southern Company represents the right to receive one share of Southern Company common stock, according to the description in the compensation and deferred compensation plans.
When are Shantella E. Cooper’s Southern Company deferred stock units settled?
The filing states that deferred stock units are settled in shares of Southern Company common stock on the date or dates following the termination of the reporting person’s service on the Board, as specified by the director under the Deferred Compensation Plan.
Why was the Southern Company director’s equity retainer paid in deferred stock units?
The explanation notes that the quarterly director equity retainer was paid under the Southern Company 2021 Equity and Incentive Compensation Plan and then deferred under the Deferred Compensation Plan for Outside Directors, resulting in the grant of deferred stock units instead of current shares.
How does dividend reinvestment affect the director’s Southern Company deferred stock units?
The report states that the total includes additional deferred stock units acquired through the dividend reinvestment feature of the Deferred Compensation Plan, which increases the number of units over time.
What price is associated with the Southern Company deferred stock unit grant?
Table II shows a price of $87.2 related to the Southern Company common stock underlying the 516.055 deferred stock units reported in this grant.