STOCK TITAN

[Form 4] The Southern Company Insider Trading Activity

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4
Rhea-AI Filing Summary

Southern Company (SO) – Form 4 insider activity

Director Lizanne Thomas reported two transactions dated 07/01/2025. She disposed of 700 common shares of Southern Company (transaction code “D”) and simultaneously acquired 460.455 Deferred Stock Units (“DSUs”) through the company’s Deferred Compensation Plan at a reference value of $92.30 per unit. The DSUs carry no exercise or expiration date and are payable only in stock upon the director’s termination of service. After the transaction she holds 5,645.8418 DSUs directly.

The estimated market value of the sale and accrual (both roughly mid-$40 k) is negligible relative to Southern Company’s multi-billion-dollar equity base, indicating a routine, non-material compliance filing rather than a directional signal. The filing does not note use of a Rule 10b5-1 trading plan, and no additional equity compensation or option exercises were disclosed.

Southern Company (SO) – Attività insider Form 4

La direttrice Lizanne Thomas ha dichiarato due operazioni datate 01/07/2025. Ha venduto 700 azioni ordinarie di Southern Company (codice transazione “D”) e contemporaneamente ha acquisito 460,455 Unità Azionarie Differite (“DSU”) tramite il Piano di Compensazione Differita della società, al valore di riferimento di 92,30$ per unità. Le DSU non hanno né data di esercizio né di scadenza e sono pagabili solo in azioni al termine del servizio della direttrice. Dopo la transazione detiene 5.645,8418 DSU direttamente.

Il valore di mercato stimato della vendita e dell’accumulo (entrambi intorno ai 40 mila dollari) è trascurabile rispetto alla base azionaria multimiliardaria di Southern Company, indicando una comunicazione di conformità di routine e non rilevante piuttosto che un segnale direzionale. La dichiarazione non riporta l’uso di un piano di trading secondo la Regola 10b5-1 e non sono state divulgate ulteriori compensazioni azionarie o esercizi di opzioni.

Southern Company (SO) – Actividad de insiders en Formulario 4

La directora Lizanne Thomas reportó dos transacciones fechadas el 01/07/2025. Ella dispuso de 700 acciones comunes de Southern Company (código de transacción “D”) y simultáneamente adquirió 460,455 Unidades Diferidas de Acciones (“DSUs”) a través del Plan de Compensación Diferida de la compañía, a un valor de referencia de 92,30$ por unidad. Las DSUs no tienen fecha de ejercicio ni de vencimiento y se pagan únicamente en acciones al término del servicio de la directora. Tras la operación, posee 5.645,8418 DSUs directamente.

El valor estimado de mercado de la venta y acumulación (ambos aproximadamente 40 mil dólares) es insignificante en comparación con la base accionaria multimillonaria de Southern Company, lo que indica una presentación rutinaria y no material de cumplimiento en lugar de una señal direccional. La presentación no menciona el uso de un plan de negociación según la Regla 10b5-1 y no se divulgaron compensaciones adicionales en acciones ni ejercicios de opciones.

Southern Company (SO) – Form 4 내부자 거래 활동

이사 Lizanne Thomas는 2025년 7월 1일자 두 건의 거래를 보고했습니다. 그녀는 Southern Company의 보통주 700주를 처분하였으며(거래 코드 “D”), 동시에 회사의 이연 보상 계획을 통해 단위당 기준가 92.30달러로 460.455개의 이연 주식 단위(DSU)를 취득했습니다. DSU는 행사나 만료일이 없으며, 이사의 퇴직 시 주식으로만 지급됩니다. 거래 후 그녀는 직접 5,645.8418 DSU를 보유하고 있습니다.

매도 및 적립의 추정 시장 가치는 각각 약 4만 달러대로, Southern Company의 수십억 달러 규모의 주식 기반에 비해 미미하여 일상적이고 비중요한 준수 신고임을 나타내며 방향성 신호로 보기 어렵습니다. 신고서에는 10b5-1 규칙에 따른 거래 계획 사용이 명시되어 있지 않으며, 추가 주식 보상이나 옵션 행사도 공개되지 않았습니다.

Southern Company (SO) – Activité des initiés Formulaire 4

La directrice Lizanne Thomas a déclaré deux transactions datées du 01/07/2025. Elle a cédé 700 actions ordinaires de Southern Company (code transaction « D ») et a simultanément acquis 460,455 unités d'actions différées (« DSU ») via le Plan de Compensation Différée de la société, à une valeur de référence de 92,30 $ par unité. Les DSU n'ont ni date d'exercice ni d'expiration et sont payables uniquement en actions lors de la cessation de fonction de la directrice. Après la transaction, elle détient 5 645,8418 DSU directement.

La valeur marchande estimée de la vente et de l'acquisition (toutes deux d'environ 40 000 $) est négligeable par rapport à la base d'actions de plusieurs milliards de dollars de Southern Company, indiquant un dépôt de conformité de routine, non significatif plutôt qu'un signal directionnel. Le dépôt ne mentionne pas l'utilisation d'un plan de trading selon la Règle 10b5-1, et aucune compensation supplémentaire en actions ni exercice d'options n'ont été divulgués.

Southern Company (SO) – Insider-Aktivität Form 4

Direktorin Lizanne Thomas meldete zwei Transaktionen vom 01.07.2025. Sie veräußerte 700 Stammaktien von Southern Company (Transaktionscode „D“) und erwarb gleichzeitig 460,455 Deferred Stock Units („DSUs“) über den Deferred Compensation Plan des Unternehmens zu einem Referenzwert von 92,30 $ pro Einheit. Die DSUs haben kein Ausübungs- oder Verfallsdatum und werden erst bei Beendigung des Dienstverhältnisses der Direktorin ausschließlich in Aktien ausgezahlt. Nach der Transaktion hält sie direkt 5.645,8418 DSUs.

Der geschätzte Marktwert des Verkaufs und der Gutschrift (beide jeweils etwa 40.000 $) ist im Vergleich zur milliardenschweren Aktienbasis von Southern Company vernachlässigbar und deutet auf eine routinehafte, nicht wesentliche Compliance-Meldung statt eines richtungsweisenden Signals hin. Die Meldung erwähnt keinen Einsatz eines Rule 10b5-1 Handelsplans, und es wurden keine zusätzlichen Aktienvergütungen oder Optionsausübungen offengelegt.

Positive
  • None.
Negative
  • None.

Insights

TL;DR Small insider sale offset by DSU accrual; net impact on SO shares and sentiment is neutral.

The reported 700-share sale equates to less than 0.0001% of Southern Company’s outstanding stock and therefore lacks quantitative significance. Simultaneous acquisition of 460.455 DSUs under the deferred-compensation plan increases long-term alignment with shareholders, partially neutralising any negative optics of the sale. No price data for the share disposition is provided, suggesting a routine portfolio adjustment rather than a valuation call. Overall, the filing is non-impactful to the investment thesis and should not alter valuations or portfolio positioning.

Southern Company (SO) – Attività insider Form 4

La direttrice Lizanne Thomas ha dichiarato due operazioni datate 01/07/2025. Ha venduto 700 azioni ordinarie di Southern Company (codice transazione “D”) e contemporaneamente ha acquisito 460,455 Unità Azionarie Differite (“DSU”) tramite il Piano di Compensazione Differita della società, al valore di riferimento di 92,30$ per unità. Le DSU non hanno né data di esercizio né di scadenza e sono pagabili solo in azioni al termine del servizio della direttrice. Dopo la transazione detiene 5.645,8418 DSU direttamente.

Il valore di mercato stimato della vendita e dell’accumulo (entrambi intorno ai 40 mila dollari) è trascurabile rispetto alla base azionaria multimiliardaria di Southern Company, indicando una comunicazione di conformità di routine e non rilevante piuttosto che un segnale direzionale. La dichiarazione non riporta l’uso di un piano di trading secondo la Regola 10b5-1 e non sono state divulgate ulteriori compensazioni azionarie o esercizi di opzioni.

Southern Company (SO) – Actividad de insiders en Formulario 4

La directora Lizanne Thomas reportó dos transacciones fechadas el 01/07/2025. Ella dispuso de 700 acciones comunes de Southern Company (código de transacción “D”) y simultáneamente adquirió 460,455 Unidades Diferidas de Acciones (“DSUs”) a través del Plan de Compensación Diferida de la compañía, a un valor de referencia de 92,30$ por unidad. Las DSUs no tienen fecha de ejercicio ni de vencimiento y se pagan únicamente en acciones al término del servicio de la directora. Tras la operación, posee 5.645,8418 DSUs directamente.

El valor estimado de mercado de la venta y acumulación (ambos aproximadamente 40 mil dólares) es insignificante en comparación con la base accionaria multimillonaria de Southern Company, lo que indica una presentación rutinaria y no material de cumplimiento en lugar de una señal direccional. La presentación no menciona el uso de un plan de negociación según la Regla 10b5-1 y no se divulgaron compensaciones adicionales en acciones ni ejercicios de opciones.

Southern Company (SO) – Form 4 내부자 거래 활동

이사 Lizanne Thomas는 2025년 7월 1일자 두 건의 거래를 보고했습니다. 그녀는 Southern Company의 보통주 700주를 처분하였으며(거래 코드 “D”), 동시에 회사의 이연 보상 계획을 통해 단위당 기준가 92.30달러로 460.455개의 이연 주식 단위(DSU)를 취득했습니다. DSU는 행사나 만료일이 없으며, 이사의 퇴직 시 주식으로만 지급됩니다. 거래 후 그녀는 직접 5,645.8418 DSU를 보유하고 있습니다.

매도 및 적립의 추정 시장 가치는 각각 약 4만 달러대로, Southern Company의 수십억 달러 규모의 주식 기반에 비해 미미하여 일상적이고 비중요한 준수 신고임을 나타내며 방향성 신호로 보기 어렵습니다. 신고서에는 10b5-1 규칙에 따른 거래 계획 사용이 명시되어 있지 않으며, 추가 주식 보상이나 옵션 행사도 공개되지 않았습니다.

Southern Company (SO) – Activité des initiés Formulaire 4

La directrice Lizanne Thomas a déclaré deux transactions datées du 01/07/2025. Elle a cédé 700 actions ordinaires de Southern Company (code transaction « D ») et a simultanément acquis 460,455 unités d'actions différées (« DSU ») via le Plan de Compensation Différée de la société, à une valeur de référence de 92,30 $ par unité. Les DSU n'ont ni date d'exercice ni d'expiration et sont payables uniquement en actions lors de la cessation de fonction de la directrice. Après la transaction, elle détient 5 645,8418 DSU directement.

La valeur marchande estimée de la vente et de l'acquisition (toutes deux d'environ 40 000 $) est négligeable par rapport à la base d'actions de plusieurs milliards de dollars de Southern Company, indiquant un dépôt de conformité de routine, non significatif plutôt qu'un signal directionnel. Le dépôt ne mentionne pas l'utilisation d'un plan de trading selon la Règle 10b5-1, et aucune compensation supplémentaire en actions ni exercice d'options n'ont été divulgués.

Southern Company (SO) – Insider-Aktivität Form 4

Direktorin Lizanne Thomas meldete zwei Transaktionen vom 01.07.2025. Sie veräußerte 700 Stammaktien von Southern Company (Transaktionscode „D“) und erwarb gleichzeitig 460,455 Deferred Stock Units („DSUs“) über den Deferred Compensation Plan des Unternehmens zu einem Referenzwert von 92,30 $ pro Einheit. Die DSUs haben kein Ausübungs- oder Verfallsdatum und werden erst bei Beendigung des Dienstverhältnisses der Direktorin ausschließlich in Aktien ausgezahlt. Nach der Transaktion hält sie direkt 5.645,8418 DSUs.

Der geschätzte Marktwert des Verkaufs und der Gutschrift (beide jeweils etwa 40.000 $) ist im Vergleich zur milliardenschweren Aktienbasis von Southern Company vernachlässigbar und deutet auf eine routinehafte, nicht wesentliche Compliance-Meldung statt eines richtungsweisenden Signals hin. Die Meldung erwähnt keinen Einsatz eines Rule 10b5-1 Handelsplans, und es wurden keine zusätzlichen Aktienvergütungen oder Optionsausübungen offengelegt.

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*
Thomas Lizanne

(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)
07/01/2025
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
Southern Company Common Stock Holding 700 D
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 07/01/2025 A 460.455 (1) (1) Southern Company Common Stock 460.455 $92.3 5,645.8418 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/ J. Patrick Becker, Attorney-in-Fact for Lizanne Thomas 07/02/2025
** 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.
Southern

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99.46B
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Utilities - Regulated Electric
Electric Services
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ATLANTA