Thomas Lizanne, a director of Southern Company (SO), reported an acquisition of deferred stock units under the companys Deferred Compensation Plan on 10/01/2025. The filing shows 448.3122 deferred stock units were acquired, which are payable in Southern Company common stock only upon termination and have no exercise or expiration date. The report lists 6,140.1512 shares beneficially owned following the transaction. The Form 4 was signed by an attorney-in-fact on behalf of Lizanne on 10/02/2025.
Southern Company director Donald M. James reported on Form 4 the acquisition of 448.3122 deferred stock units under the company’s Deferred Compensation Plan, with a per-share reference price of $94.80. The filing shows these units are payable in Southern Company common stock only upon termination and have no exercise or expiration date. After the transaction, Mr. James is reported to beneficially own 199,063.1309 shares of Southern Company common stock, held directly. The Form 4 was signed by an attorney-in-fact on behalf of the reporting person.
James O. Etheredge, a director of Southern Company (SO), acquired 448.3122 deferred stock units on 10/01/2025 under the company's Deferred Compensation Plan. The units are payable in Southern Company common stock only upon termination and have no exercise or expiration date. The filing reports a per-share amount/value of $94.8 associated with the deferred stock units. After this acquisition, Etheredge beneficially owns 1,383.0641 shares (directly).
SOUTHERN CO (SO) director Shantella E. Cooper acquired 764.7679 deferred stock units on 10/01/2025 under Southern's Deferred Compensation Plan. These units are payable in Southern Company common stock only upon termination and have no exercise or expiration date; the Form 4 shows a $0 per-unit conversion price. After the reported acquisition, Ms. Cooper is shown as beneficially owning 30,387.8546 shares of Southern common stock. The filing was signed on behalf of Ms. Cooper by an attorney-in-fact on 10/02/2025.
SOUTHERN CO (SO) insider sale: Bryan D. Anderson, Executive Vice President, reported a sale of 6,206 shares of Southern Company common stock on 09/30/2025 at a reported price of $93.83 per share. After the transaction he is listed as beneficially owning 51,455 shares. The Form 4 was signed by an attorney-in-fact on 10/01/2025.
Form 144 notice filed for Southern Company (SO) proposing the sale of 6,206 common shares through Merrill Lynch in New York with an aggregate market value of $582,308.98. The filing lists an approximate sale date of 09/30/2025 and shows 1,100,047,407 shares outstanding, indicating the proposed sale is a small fraction of total equity. The shares to be sold were acquired through restricted stock vesting and performance stock unit vesting on multiple dates in 2023 and 2024, with the largest individual lots noted as 1,617 and 985 shares. The filer represents they have no undisclosed material adverse information and no securities were sold in the past three months per the notice.
John M. Turner Jr. filed an initial Form 3 reporting ownership of 1,000 shares of Southern Company common stock (ticker: SO). The filing, dated 09/01/2025 for the event and signed on 09/02/2025, shows the shares are directly owned. Turner is identified as a director of Southern Company. No derivative securities or additional holdings are reported in this filing.
Matthew M. Kim, who is listed as an officer (Comptroller) and director of The Southern Company (SO), filed an initial Form 3 reporting his beneficial ownership in Southern Company securities.
He directly owns 9,009 shares of Southern Company common stock and indirectly holds 2,803.97 shares through a 401(k). The filing also discloses derivative/award-based holdings: Restricted Stock Units and Phantom Stock Units totaling 2,153.75 underlying shares (635; 308; 366.75; 844) with specified vesting schedules, including grants from 2023, 2024 and 2025.
Sterling A. Spainhour Jr., identified as an officer (EVP & CLO) of Southern Company (SO), sold 2,380 shares of Southern Company common stock on 08/11/2025 at $95.02 per share. After the reported sale he directly beneficially owns 17,382 shares and also holds 6,797.1236 shares indirectly through a 401(k). No derivative transactions were reported on this Form 4.
The filing was submitted via attorney-in-fact; the disclosure shows a routine officer sale and continued direct and indirect ownership positions.
The Southern Company (SO) Form 144 notifies the market of a proposed sale of 2,380 common shares with an aggregate market value of $226,147.60. The sale is to be handled by Merrill Lynch on the New York Stock Exchange with an approximate sale date of 08/11/2025.
The securities reported were acquired as restricted stock units (RSUs) and performance stock units (PSUs) that vested in February 2025: 366 and 44 shares from RSU vesting on 02/13/2025, and 1,970 shares from PSU vesting on 02/05/2025. The filer attests they are not aware of undisclosed material adverse information and indicates the transactions are compensatory payments.