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Southern Company Chairman, President & CEO Christopher C. Womack reported multiple equity transactions tied to performance-based stock awards on January 31 and February 1, 2026. Performance restricted stock units granted in 2023 and 2024 partially vested, resulting in common shares being issued at a conversion price of $0 per share.
On January 31, he acquired 14,159 Southern Company common shares from vesting units, with 5,975 shares withheld at $89.31 per share for tax obligations. On February 1, he acquired 4,812 shares from another vesting tranche, with 2,166 shares withheld at the same price for taxes. Following these transactions, he directly held 102,642.8806 common shares and indirectly held 2,561.6333 shares through a 401(k) plan.
Southern Company’s comptroller, Matthew M. Kim, reported routine equity compensation vesting and related tax withholding transactions. On January 31, 2026, 340 shares of Southern Company common stock were acquired at $0 upon vesting of restricted stock units, with 170 shares withheld at $89.31 to cover taxes. On February 1, 2026, 345 additional shares were acquired at $0 from performance restricted stock units, with 173 shares withheld at $89.31 for taxes. After these transactions, Kim directly held 9,429 common shares and indirectly held 1,192.7661 shares through a 401(k) plan. The filing also notes remaining restricted stock units scheduled to vest in 2027, each unit settling into one common share.
Southern Company director Anthony F. Earley Jr. reported routine compensation-related transactions dated 01/02/2026. He received 516.055 deferred stock units as his quarterly director equity retainer under the Southern Company 2021 Equity and Incentive Compensation Plan, deferred into the Deferred Compensation Plan for Outside Directors. Each deferred stock unit gives the right to receive one share of Southern Company common stock, generally after his Board service ends.
He also received 331.1353 phantom stock units from his quarterly director cash retainer, which are deferred and settled in cash based on the value of one Southern Company common share following his Board service. After these transactions, he beneficially owned 30,161.159 deferred stock units. The filing notes that some deferred stock units were accumulated through the plan’s dividend reinvestment feature.
Southern Company director William G. Smith, Jr. reported a routine equity compensation transaction. On 01/02/2026 he acquired 946.1009 deferred stock units as his quarterly director equity retainer under the Southern Company 2021 Equity and Incentive Compensation Plan, deferred into the Deferred Compensation Plan for Outside Directors of The Southern Company.
Each deferred stock unit represents the right to receive one share of Southern Company common stock, with a reference price of $87.2 per share. After this grant, Smith beneficially owns 158,750.1666 deferred stock units on a direct basis. These units are to be settled in shares of common stock after his service on the Board ends, and they have no exercise or expiration date.
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.
Southern Company director David J. Grain received additional deferred stock units as part of his quarterly director equity retainer. On 01/02/2026, he acquired 931.7661 deferred stock units under the Southern Company 2021 Equity and Incentive Compensation Plan, with the award deferred pursuant to the Deferred Compensation Plan for Outside Directors of The Southern Company.
Each deferred stock unit represents the right to receive one share of Southern Company common stock, and the units are settled in shares after Grain’s service on the Board ends, as specified by him under the plan. Following this transaction, he beneficially owns 83,842.2409 deferred stock units, which also reflect additional units credited through the plan’s dividend reinvestment feature.
Southern Company director reports quarterly deferred stock award
Southern Company director Janaki Akella reported receiving 516.055 deferred stock units on 01/02/2026 as part of the regular quarterly director equity retainer under the Southern Company 2021 Equity and Incentive Compensation Plan. Each deferred stock unit represents the right to receive one share of Southern Company common stock, with settlement in shares occurring after the director’s service on the Board ends, in accordance with the Deferred Compensation Plan for Outside Directors.
Following this transaction, Akella beneficially owns 19,919.4996 deferred stock units, which also include additional units accumulated through the dividend reinvestment feature of the Deferred Compensation Plan. The transaction is reported as an acquisition of derivative securities with a conversion price of $0 and an underlying Southern Company common stock reference price of $87.2.
Georgia Power, a subsidiary of The Southern Company, has reached a settlement agreement with the Georgia Public Service Commission Public Interest Advocacy Staff that would resolve its All-Source Certification Proceeding for 2028-2031 if approved. The agreement covers approval and certification of 9,885 megawatts of requested resources at each project’s individual cost. It includes Company-owned projects with approximately $16.3 billion of projected capital investment, excluding allowance for funds used during construction, with about $14 billion expected between 2026 and 2029, subject to construction monitoring by the Georgia PSC.
Georgia Power would also agree to file its next base rate case so that incremental revenue from large load customers provides downward pressure of at least $556 million per year for 2029-2031. This amount is described as equivalent to about $8.50 per month, or approximately $102 per year, for a typical residential customer using 1,000 kilowatt-hours per month. The settlement requires Georgia PSC approval, with a vote scheduled for December 19, 2025, and the ultimate outcome remains uncertain.
Southern Company officer James Y. Kerr II, Chairman, President & CEO of GAS, reported charitable gifts of Southern Company common stock. On December 3, 2025, he made bona fide gifts of 11,300 and 6,800 shares of Southern Company common stock, each recorded at a price of $0, reflecting that these were donations rather than sales. After these transactions, he continues to hold Southern Company common stock indirectly through a 401(k) plan, with 34,381.9678 shares listed as indirectly owned. These transactions are reported as gifts to a charitable organization.
Southern Company (SO) reported an insider transaction by its EVP & COO, Stanley W. Connally, Jr. On 11/06/2025, he made a gift (Code G) of 2,413 shares of Southern Company common stock at a stated price of $0, as the shares were donated to a donor advised fund.
After the transaction, his beneficial ownership stood at 147,006 shares held directly and 15,381.7755 shares held indirectly through a 401(k). The filing indicates the transaction type and post-transaction holdings; it does not reflect an open-market sale.