STOCK TITAN

Southern Co (SO) Director Adds 693.5654 Deferred Units, Ownership 29,390.905

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

Rhea-AI Filing Summary

Anthony F. Earley Jr., a director of Southern Company (SO), acquired 693.5654 deferred stock units under the company's Deferred Compensation Plan on 10/01/2025. The filing shows these units convert into 693.5654 shares of Southern Company common stock and were recorded at a unit price reference of $94.8. After the reported acquisition, Mr. Earley beneficially owns 29,390.905 shares directly. The filing clarifies the deferred units are payable in stock only upon termination and have no exercise or expiration date. The Form 4 was signed by an attorney-in-fact on 10/02/2025.

Positive

  • Acquisition of 693.5654 deferred stock units on 10/01/2025 under the Deferred Compensation Plan
  • Beneficial ownership increased to 29,390.905 shares following the reported transaction
  • Deferred units payable in stock only, aligning director compensation with shareholder equity

Negative

  • None.

Insights

Director received deferred stock units that increase his direct stake to 29,390.905 shares.

The Form 4 documents a routine compensation-related acquisition: 693.5654 deferred stock units granted under Southern's Deferred Compensation Plan on 10/01/2025, payable in stock only upon termination. This is a non-derivative conversion into an equivalent number of common shares and does not include an exercise or expiration schedule.

This transaction is administrative and compensatory in nature rather than an open-market purchase or sale; it primarily updates ownership records and shows continued alignment of the director with equity-based pay.

Insider EARLEY ANTHONY F JR
Role Director
Type Security Shares Price Value
Grant/Award Deferred Stock Units Holding 693.565 $94.80 $66K
Holdings After Transaction: Deferred Stock Units Holding — 29,390.905 shares (Direct)
Footnotes (1)
  1. [object Object]
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*
EARLEY ANTHONY F JR

(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 693.5654 (1) (1) Southern Company Common Stock 693.5654 $94.8 29,390.905 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 Anthony F. Earley, Jr. 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.

FAQ

What did Anthony F. Earley Jr. report on the Form 4 for SO?

He reported acquiring 693.5654 deferred stock units on 10/01/2025, increasing his direct beneficial ownership to 29,390.905 shares.

Were the reported units exercisable or subject to an expiration date?

No. The filing states the deferred units have no exercise or expiration date and are payable in stock only upon termination.

Under what plan were the units acquired?

The Southern Company Deferred Compensation Plan. The filing explicitly says acquisition was pursuant to the plan and payable in stock only upon termination.

What price or value is shown for the underlying shares?

The filing lists a reference value of $94.8 associated with the underlying common stock for the reported units.

When was the Form 4 signed and by whom?

The Form 4 was signed on 10/02/2025 by Brittney Anderson as Attorney-in-Fact for Anthony F. Earley Jr.