Pedro Cherry (SO) reports RSU vesting, tax share withholding and 401(k) holdings

Filing Impact

(Neutral)

Filing Sentiment

(Negative)

Form Type

Rhea-AI Filing Summary

Southern Company executive Pedro P. Cherry reported routine equity-related transactions. On February 5, 2026, 550 shares of Southern Company common stock were acquired upon vesting of the first one-third of a restricted stock unit grant from February 5, 2025, including 19 dividend equivalent units. On the same date, 226 shares were withheld at $91.08 per share to cover state and federal tax withholding, leaving 1,148 directly held common shares. Cherry also reported indirect ownership of 15,289.923 shares through a 401(k) plan and 1,061 restricted stock units remaining, with the rest of the award scheduled to vest in 2027 and 2028.

Insider Trade Summary

531 shares exercised/converted

Mixed 4 txns

Insider Cherry Pedro P.

Role Chairman, President & CEO, MPC

Type	Security	Shares	Price	Value
Exercise	Southern Co Restricted Stock Units	531	$0.00	--
Exercise	Southern Company Common Stock	550	$0.00	--
Tax Withholding	Southern Company Common Stock	226	$91.08	$21K
holding	Southern Company Common Stock	--	--	--

Holdings After Transaction: Southern Co Restricted Stock Units — 1,061 shares (Direct); Southern Company Common Stock — 1,374 shares (Direct); Southern Company Common Stock — 15,289.923 shares (Indirect, 401(k))

Footnotes (1)

Shares acquired upon vesting of first 1/3 of restricted stock units granted on February 5, 2025. Includes 19 accrued dividend equivalent units. Shares withheld to satisfy required state and federal tax withholding requirements. Represents first 1/3 of restricted stock units granted on February 5, 2025. The remaining award will vest 1/3 in 2027 and 1/3 in 2028. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements.

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Form 4 Insider Transactions: What Each Field Means →

02/09/2026 - 08:39 AM

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
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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^*

Cherry Pedro P.

(Last)

(First)

(Middle)

30 IVAN ALLEN JR. BLVD., NW

(Street)

ATLANTA

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)
	Chairman, President & CEO, MPC

3. Date of Earliest Transaction (Month/Day/Year)
02/05/2026

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Southern Company Common Stock	02/05/2026		M		550⁽¹⁾	A	$0	1,374	D
Southern Company Common Stock	02/05/2026		F		226⁽²⁾	D	$91.08	1,148	D
Southern Company Common Stock								15,289.923	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Southern Co Restricted Stock Units	$0	02/05/2026		M			531⁽³⁾	⁽³⁾	⁽³⁾	Southern Company Common Stock	531	$0	1,061	D

Explanation of Responses:

1. Shares acquired upon vesting of first 1/3 of restricted stock units granted on February 5, 2025. Includes 19 accrued dividend equivalent units.

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

3. Represents first 1/3 of restricted stock units granted on February 5, 2025. The remaining award will vest 1/3 in 2027 and 1/3 in 2028. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements.

	/s/ Brittney Anderson, Attorney-in-Fact for Pedro P. Cherry	02/09/2026
	** 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.

Source: View Original Filing on SEC EDGAR

FAQ

What insider transactions did Pedro P. Cherry report for Southern Company (SO)?

Pedro P. Cherry reported vesting-related equity transactions. He acquired 550 Southern Company common shares from restricted stock units and had 226 shares withheld for tax obligations, all dated February 5, 2026, reflecting routine settlement of previously granted compensation.

How many Southern Company shares does Pedro P. Cherry hold directly after this Form 4?

After these transactions, Pedro P. Cherry directly holds 1,148 Southern Company common shares. This figure reflects shares acquired from restricted stock unit vesting on February 5, 2026, net of 226 shares withheld to satisfy federal and state tax withholding requirements.

What derivative securities are reported for Pedro P. Cherry in this Southern Company (SO) filing?

The filing reports Southern Company restricted stock units as derivative securities. On February 5, 2026, 531 units converted into common shares, leaving 1,061 restricted stock units outstanding, each representing the right to receive one share of common stock at settlement.

Why were 226 Southern Company shares withheld in Pedro P. Cherry’s Form 4?

The 226 Southern Company shares were withheld to satisfy required state and federal tax withholding obligations. These shares were taken from the stock delivered upon vesting of restricted stock units on February 5, 2026, instead of paying those taxes in cash.

What is the vesting schedule of Pedro P. Cherry’s restricted stock units at Southern Company?

The restricted stock units were granted on February 5, 2025 and vest in three equal parts. The first one-third vested on February 5, 2026, with remaining portions scheduled to vest one-third in 2027 and one-third in 2028, subject to ongoing terms.

How many Southern Company shares does Pedro P. Cherry hold through a 401(k)?

Pedro P. Cherry indirectly holds 15,289.923 Southern Company common shares through a 401(k) plan. This indirect ownership is reported separately from his directly held shares and reflects retirement-plan holdings associated with Southern Company stock.