SO Form 4 reports multiple insider transactions

Kim Matthew M. reported multiple insider transaction types in a Form 4 filing for SO.

Rhea-AI Filing Summary

Kim Matthew M. reported multiple insider transaction types in a Form 4 filing for SO. The filing lists transactions totaling 6,464 shares at a weighted average price of $90.86 per share. Following the reported transactions, holdings were 14,025 shares.

Insider Trade Summary

3 transactions reported

Mixed 3 txns

Insider Kim Matthew M.

Role Comptroller

Type	Security	Shares	Price	Value
Grant/Award	Southern Company Common Stock	4,450	$0.00	$0.00
Exercise Price or Tax Liability	Southern Company Common Stock	2,014	$90.86	$183K
holding	Southern Company Common Stock	--	--	--

Holdings After Transaction: Southern Company Common Stock — 14,025 shares (Direct); Southern Company Common Stock — 1,203.0238 shares (Indirect, 401(k))

Footnotes (2)

1. F1. Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2023-2025 award. The Compensation and Talent Development Committee certified performance on February 11, 2026. Includes accrued dividend equivalent units.
2. F2. Shares withheld to satisfy required state and federal tax withholding requirements.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did Southern Company (SO) Comptroller Matthew M. Kim report?

Matthew M. Kim reported vesting of 4,450 Southern Company common shares from a 2023–2025 performance share award. These shares became owned on February 11, 2026, reflecting achievement certified by the Compensation and Talent Development Committee and including accrued dividend equivalent units.

How many Southern Company (SO) shares were used for tax withholding in this Form 4?

The filing shows 2,014 Southern Company common shares were disposed of at $90.86 per share to satisfy state and federal tax withholding requirements. This tax-withholding disposition is not an open-market sale but shares withheld in connection with the equity award vesting.

How many Southern Company (SO) shares does Matthew M. Kim own after these transactions?

After the reported transactions, Matthew M. Kim beneficially owns 14,025 Southern Company common shares directly. He also has an additional 1,203.0238 shares held indirectly through a 401(k) plan, as disclosed in the ownership table of the Form 4 filing.

What is the source of the 4,450 Southern Company (SO) shares acquired by Matthew M. Kim?

The 4,450 shares were acquired upon vesting of performance share units under Southern Company’s Performance Share Program covering the 2023–2025 award period. The Compensation and Talent Development Committee certified performance on February 11, 2026, triggering the share delivery.

Does the Southern Company (SO) Form 4 indicate any open-market stock purchases or sales?

No open-market purchases or sales are indicated. The acquisition reflects vesting of performance share units at a stated price of $0, while the disposition of 2,014 shares is specifically described as shares withheld to cover tax withholding obligations, not a market transaction.

What role does Matthew M. Kim hold at Southern Company (SO) in this Form 4?

Matthew M. Kim is identified as an officer of Southern Company, serving as Comptroller. The Form 4 reflects equity compensation activity and related tax withholding transactions associated with his role as a company officer rather than ordinary share trading.

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Form 4 Insider Transactions: What Each Field Means →

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Accepted by SEC EDGAR 02/13/2026 - 03:52 PM EST Learn about SEC filing dates

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^*

Kim Matthew M.

(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)
	Comptroller

3. Date of Earliest Transaction (Month/Day/Year)
02/11/2026

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	02/11/2026		A		4,450(1)	A	$0	14,025	D
Southern Company Common Stock	02/11/2026		F		2,014(2)	D	$90.86	14,025	D
Southern Company Common Stock								1,203.0238	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

Explanation of Responses:

1. Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2023-2025 award. The Compensation and Talent Development Committee certified performance on February 11, 2026. Includes accrued dividend equivalent units.

2. Shares withheld to satisfy required state and federal tax withholding requirements.

	/s/ Brittney Anderson, Attorney-in-Fact for Matthew M. Kim	02/13/2026
	** 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.
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