Southern Company (SO) reports director deferred stock unit grant

Rhea-AI Filing Summary

Southern Company director reports deferred stock unit grant. On 01/02/2026, a director received 516.055 deferred stock units as a quarterly equity retainer under the Southern Company 2021 Equity and Incentive Compensation Plan, deferred into the company’s Deferred Compensation Plan for Outside Directors. Each deferred stock unit represents the right to receive one share of Southern Company common stock, generally delivered after the director’s board service ends as specified in the plan. After this transaction, the director beneficially owns 56,460.4004 deferred stock units, which also reflect additional units from the plan’s dividend reinvestment feature.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Klein Dale E.

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Deferred Stock Units Holding	516.055	$87.20	$45K

Holdings After Transaction: Deferred Stock Units Holding — 56,460.4 shares (Direct)

Footnotes (1)

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.

Form 4 Insider Transactions: What Each Field Means →

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^*

Klein Dale 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)
01/02/2026

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

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	01/02/2026		A		516.055		(2)	(2)	Southern Company Common Stock	516.055	$87.2	56,460.4004(3)	D

Explanation of Responses:

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.

2. 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.

3. Includes additional deferred stock units acquired through the dividend reinvestment feature of the Deferred Compensation Plan.

	/s/ Brittney Anderson, Attorney-in-Fact for Dale E. Klein	01/06/2026
	** 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 insider transaction did Southern Company (SO) disclose for 01/02/2026?

A Southern Company director reported receiving 516.055 deferred stock units on 01/02/2026 as a quarterly director equity retainer under the company’s equity and incentive compensation plan.

What does each deferred stock unit represent for Southern Company (SO)?

Each deferred stock unit represents the right to receive one share of Southern Company common stock, with delivery generally occurring after the director’s board service ends, as specified in the Deferred Compensation Plan.

How many deferred stock units does the Southern Company (SO) director own after this transaction?

Following the reported transaction, the director beneficially owns 56,460.4004 deferred stock units tied to Southern Company common stock.

Was cash paid for the deferred stock units reported by the Southern Company (SO) director?

The reported derivative security is deferred stock units with an exercise price of $0, reflecting an equity retainer rather than a cash purchase.

When are the Southern Company (SO) deferred stock units settled for the director?

The deferred stock units are settled in shares of Southern Company common stock on date(s) following the termination of the director’s board service, as chosen by the director under the Deferred Compensation Plan.

Why did the number of Southern Company (SO) deferred stock units include fractions and dividend reinvestment?

The holding includes additional deferred stock units acquired through the dividend reinvestment feature of the Deferred Compensation Plan, which can result in fractional units like 56,460.4004.