Every Form 4 that The Southern Company Series 2020A 4.95% Junior Subordinated Notes due January 30, 2080 (SOJD) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow SOJD and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SOJD filings page.
Southern Company executive Spainhour Sterling A Jr., EVP & CLO, reported a discretionary transaction involving Southern Company Common Stock tied to his 401(k) plan. On March 6, 2026, he sold 6,330.0066 shares at $97.64 per share in connection with a 401(k) rebalancing, leaving 704.2169 shares held indirectly through the plan. Following this filing, he also reported owning 38,552 shares of Southern Company Common Stock directly.
Southern Company director Anthony F. Earley Jr. reported a charitable stock gift. On the reported date, he disposed of 15,000 shares of Southern Company common stock as a bona fide gift, with no sale proceeds. The footnote explains this was a charitable donation to a donor advised fund. After the donation, his directly owned position stood at 9,261 shares, indicating he retains a meaningful, but reduced, personal stake in the company.
Southern Company Comptroller Matthew M. Kim reported an open-market sale of Southern Company common stock. He sold 5,123 shares at a price of $95.15 per share, leaving him with 6,888 shares of direct ownership. In addition, he reported indirect ownership of 1,203.0238 shares held through a 401(k) plan, reflecting his retirement-plan holdings rather than a new trade.
WOMACK CHRISTOPHER C reported multiple insider transaction types in a Form 4 filing for SO. The filing lists transactions totaling 293,349 shares at a weighted average price of $90.86 per share. Following the reported transactions, holdings were 26,604 shares.
Kim Matthew M. reported multiple insider transaction types in a Form 4 filing for SO. The filing lists transactions totaling 6,464 shares at a weighted average price of $90.86 per share. Following the reported transactions, holdings were 14,025 shares.
Cherry Pedro P. reported multiple insider transaction types in a Form 4 filing for SO. The filing lists transactions totaling 14,933 shares at a weighted average price of $90.86 per share. Following the reported transactions, holdings were 788 shares.
Southern Company EVP & CFO David P. Poroch reported multiple equity-compensation transactions in Southern Company common stock. On February 11, 2026, he acquired 9,454 shares at $0 upon vesting of performance share units for the 2023–2025 award, after the Compensation and Talent Development Committee certified performance. He also acquired 568 shares at $0 from vesting of the first third of performance restricted stock units granted August 1, 2025.
To cover tax withholding, 2,914 shares and 281 shares were withheld at a price of $90.86 per share. Following these transactions, Poroch directly held 48,156 shares of Southern Company common stock and 1,114 performance restricted stock units, each unit representing the right to receive one share of common stock at settlement, with remaining tranches scheduled to vest in 2027 and 2028.
Southern Company officer Peter P. Sena III reported several equity compensation transactions tied to performance awards. On February 11, 2026, he acquired 22,698 shares of Southern Company common stock at $0 upon vesting of performance share units for the 2023–2025 award, and 2,311 shares upon vesting of performance restricted stock units granted on February 5, 2025. To cover state and federal tax withholding, the company withheld 10,067 shares and 1,026 shares at a value of $90.86 per share. After these transactions, he directly held 30,805 shares of common stock and 4,469 performance restricted stock units, with remaining units scheduled to vest in 2027 and 2028.
Kerr, II James Y reported multiple insider transaction types in a Form 4 filing for SO. The filing lists transactions totaling 71,314 shares at a weighted average price of $90.86 per share. Following the reported transactions, holdings were 5,472 shares.
Spainhour Sterling A Jr. reported multiple insider transaction types in a Form 4 filing for SO. The filing lists transactions totaling 50,384 shares at a weighted average price of $90.86 per share. Following the reported transactions, holdings were 4,884 shares.
Southern Company Chairman, President & CEO Kimberly S. Greene reported multiple equity transactions on February 11, 2026. She acquired 51,855 shares of Southern Company common stock at $0 upon vesting of performance share units for the 2023–2025 award period, bringing her direct holdings to 150,000 shares.
On the same date, performance-based restricted stock units vested, including the exercise of 3,240 performance restricted stock units and acquisition of 3,350 shares of common stock at $0. To cover state and federal tax withholding obligations from these awards, 23,097 shares and 1,651 shares were disposed of at $90.86 per share.
Drake Sloane N reported multiple insider transaction types in a Form 4 filing for SO. The filing lists transactions totaling 29,539 shares at a weighted average price of $90.86 per share. Following the reported transactions, holdings were 2,591 shares.
Southern Company executive Christopher Cummiskey, an EVP, reported multiple equity compensation transactions dated February 11, 2026. He acquired 22,178 Southern Company common shares at $0 through vesting of performance share units for the 2023–2025 award, and another 1,490 shares from performance restricted stock units.
To cover tax obligations, he disposed of 9,880 shares and 738 shares at $90.86 per share via tax-withholding transactions. After these movements, he directly owns about 37,469.4417 common shares, holds 2,880 performance restricted stock units, and indirectly holds 5,857.0111 shares in a 401(k) account.
Southern Company executive vice president and COO Stan W. Connally, Jr. reported multiple equity compensation events tied to performance awards. He acquired 41,031 shares of Southern Company common stock at $0 upon vesting of performance share units for the 2023–2025 award cycle, and 2,369 additional shares at $0 from the first third of a performance restricted stock unit grant originally awarded on February 5, 2025.
To cover state and federal tax withholding on these vestings, 18,199 shares and 1,163 shares were withheld at a price of $90.86 per share. After these transactions, Connally directly holds 173,981 shares of common stock and 4,581 performance restricted stock units, with a further 15,539.454 shares held indirectly through a 401(k) plan. The remaining restricted stock units are scheduled to vest in two equal parts in 2027 and 2028, with additional units credited via deemed dividends.
Southern Company executive Sloane N. Drake reported equity compensation activity involving Southern Company Common Stock. On February 6, 2026, the final half of a February 6, 2023 restricted stock unit award vested, converting 3,314 restricted stock units into common shares, including dividend equivalents.
As part of this vesting, 3,698 shares of Southern Company Common Stock were acquired at an exercise price of $0, and 1,649 shares were withheld at a price of $90.8 to cover state and federal tax obligations. Following these transactions, Drake directly beneficially owned 27,312 shares of Southern Company Common Stock and indirectly held 2,589.5985 shares through a 401(k) plan.
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.
Southern Company EVP & COO Stan W. Connally Jr. reported routine equity compensation activity involving performance restricted stock units and common stock. On January 31, 2026, 2,634 shares of Southern Company common stock were acquired at $0 upon vesting of the second one-third of a January 31, 2024 award, followed by 1,107 shares withheld at $89.31 to cover taxes. On February 1, 2026, 2,639 shares were acquired at $0 upon vesting of the final one-third of a February 1, 2023 award, with 1,229 shares withheld at $89.31 for tax obligations.
These transactions reflect the exercise and settlement of performance restricted stock units, not open-market purchases. After the reported transactions, Connally directly held 149,943 Southern Company common shares and indirectly held 15,381.7755 shares through a 401(k) plan.
Southern Company EVP Christopher Cummiskey reported routine equity compensation activity involving performance-based restricted stock units and common stock. On January 31, 2026, 1,794 shares of Southern Company common stock were acquired upon vesting of the second one-third of a January 31, 2024 performance RSU grant, including dividend equivalents, and 758 shares were withheld to cover tax obligations, leaving 23,538.4417 directly held shares.
On February 1, 2026, 1,715 additional shares were acquired upon vesting of the final one-third of a February 1, 2023 performance RSU grant, including dividend equivalents, with 834 shares withheld for taxes, bringing direct ownership to 24,419.4417 shares. The filing also shows 5,806.1007 common shares held indirectly in a 401(k) plan and 1,674 performance RSUs remaining from the January 31, 2024 grant.
Southern Company executive Pedro P. Cherry reported routine equity award activity. On January 31, 2026, 745 shares of Southern Company common stock were acquired at $0 upon vesting of restricted stock units, with 306 shares withheld at $89.31 to cover taxes. On February 1, 2026, 751 additional shares were acquired at $0 from performance restricted stock units, with 366 shares withheld at $89.31 for tax obligations. Following these transactions, Cherry held 824 shares directly and 15,289.923 shares indirectly through a 401(k), reflecting ongoing compensation and tax-settlement mechanics rather than open-market trading.
Southern Company Chairman, President & CEO Peter P. Sena III reported routine equity vesting and related tax withholding transactions. On January 31, 2026, 1,754 Southern Company common shares were acquired upon vesting of restricted stock units granted on January 31, 2024, and 840 shares were withheld at $89.31 per share for taxes. On February 1, 2026, 1,756 shares were acquired upon vesting of performance-based restricted stock units granted on February 1, 2023, and 780 shares were withheld at $89.31 per share for taxes. Following these transactions, Sena directly owned 16,889 Southern Company common shares and 1,636 restricted stock units.
Southern Company EVP & CFO David P. Poroch reported routine equity compensation activity involving restricted stock units and related tax withholding. On April 30, 2025, 58 Southern Company common shares were acquired from RSU vesting and an equal 58 shares were delivered to the company to cover FICA obligations.
On January 31, 2026, 725 shares were acquired upon vesting of restricted stock units granted in 2024 and 198 shares were withheld for state and federal taxes. On February 1, 2026, 731 shares were acquired from performance-based RSUs granted in 2023, with 256 shares withheld for income taxes. After these transactions, Poroch directly held about 40,904 Southern Company common shares plus additional units and shares in benefit plans.
Southern Company EVP & CLO Sterling A. Spainhour Jr. reported equity compensation vesting and related tax withholding transactions in Southern Company common stock. On January 31, 2026, 2,755 shares were acquired upon vesting of performance restricted stock units, with 1,291 shares withheld to cover state and federal taxes at $89.31 per share.
On February 1, 2026, a further 2,371 shares were acquired upon vesting of additional performance restricted stock units, with 1,058 shares withheld for taxes at $89.31 per share. Following these transactions, Spainhour directly owned 20,159 common shares and indirectly held 6,876.2341 shares through a 401(k) plan, and held 2,571 performance restricted stock units that are scheduled to vest in 2027.
Southern Company insider James Jeffrey Peoples, Chairman, President & CEO of APC, reported the vesting of performance-based restricted stock units and related share withholding for taxes. On January 31, 2026, 3,380 Southern Company common shares were acquired upon vesting, tied to a 2024 performance award, while 1,420 shares were withheld to satisfy tax obligations at $89.31 per share. On February 1, 2026, 3,231 additional shares were acquired from the final third of a 2023 performance award, and 1,493 shares were withheld for taxes at $89.31 per share. Following these transactions, Peoples directly held 17,405 Southern Company common shares and indirectly held 9,200.6106 shares through a 401(k) account.
Southern Company EVP Bryan D. Anderson reported routine equity award activity. On January 31, 2026 and February 1, 2026, performance restricted stock units vested and were settled into Southern Company common stock at an exercise price of $0 per share.
Vesting generated 2,052 and 2,037 common shares, including accrued dividend equivalent units. To cover state and federal tax withholding, the company withheld 981 and 1,085 shares at a price of $89.31 per share. After these transactions, Anderson directly owned 53,478 Southern Company common shares.
Southern Company Chairman, President & CEO James Y. Kerr II reported routine equity award vesting and related tax withholding. On January 31, 2026, 3,407 common shares were acquired from performance restricted stock units and 1,518 shares were withheld at $89.31 to cover taxes, leaving 154,841 directly held shares that day.
On February 1, 2026, another 3,444 shares were acquired from a separate performance award, with 1,590 shares again withheld at $89.31 for taxes, bringing direct ownership to 156,695 common shares. Kerr also has 34,381.9678 shares held indirectly in a 401(k) plan.
The filing shows derivative awards converting into stock: 3,086 performance restricted stock units were fully settled into common shares, while 3,179 restricted stock units remain outstanding, representing the second third of a 2024 grant scheduled to complete vesting in 2027.
Southern Company Chairman, President & CEO Kimberly S. Greene reported routine equity compensation activity. On January 31, 2026, 4,006 shares of common stock were acquired at $0 upon vesting of the second one-third of performance restricted stock units granted on January 31, 2024, including accrued dividend equivalents, with 1,692 shares withheld at $89.31 to cover taxes. On February 1, 2026, 4,011 shares were acquired at $0 upon vesting of the final one-third of performance restricted stock units granted on February 1, 2023, with 1,841 shares withheld at $89.31 for taxes. After these transactions, Greene directly owned 98,145 Southern Company common shares. Related derivative entries show 3,738 and 3,594 performance restricted stock units converting or remaining as part of the scheduled vesting and settlement of prior awards.
Southern Company executive Sloane N. Drake reported routine equity award activity. On January 31, 2026, 1,579 shares of Southern Company common stock were acquired at $0 upon vesting of performance restricted stock units, including 106 dividend-equivalent units. To cover state and federal taxes, 773 shares were withheld at $89.31 per share. Drake now directly owns 25,263 common shares and has 2,534.841 shares held indirectly in a 401(k). Performance restricted stock units tied to a January 31, 2024 grant continue, with the remaining portion scheduled to vest in 2027.
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 Kristine L. Svinicki reported a new deferred stock unit grant linked to company shares. On 01/02/2026 she acquired 516.055 deferred stock units at a reference price of $87.2 per unit as part of her 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, and the units are settled in shares after her service on the Board ends, as specified under the Deferred Compensation Plan for Outside Directors. Following this transaction, she beneficially owned 10,488.3045 deferred stock units, a figure that also reflects additional units accumulated through the plan’s dividend reinvestment feature.
Southern Company director reports deferred stock unit grant
A Southern Company director reported receiving 874.4266 deferred stock units on January 2, 2026 as part of a quarterly director equity retainer under the Southern Company 2021 Equity and Incentive Compensation Plan. The units were credited at a derivative security price of $0, reflecting that this is equity compensation rather than an open-market purchase.
Each deferred stock unit represents the right to receive one share of Southern Company common stock, to be settled after the director’s service on the Board ends as specified under the Deferred Compensation Plan for Outside Directors. Following this grant, the director beneficially owns 1,793.2632 deferred stock units, which also include additional units accumulated through a dividend reinvestment feature.
Southern Company director reports quarterly deferred stock units grant
A Southern Company director reported receiving 516.055 deferred stock units on 01/02/2026 as part of the quarterly director equity retainer under the Southern Company 2021 Equity and Incentive Compensation Plan. The derivative security has an exercise price of $0 and relates to Southern Company common stock valued at $87.2 per share for this award. Following this transaction, the director beneficially owns 6,709.3117 deferred stock units. These units are settled in shares of Southern Company common stock after the director’s service on the Board ends, as specified under the Deferred Compensation Plan, and there is no exercise or expiration date. The total reported holdings also include additional units 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 David E. Meador reported a routine equity grant in the form of deferred stock units. On 01/02/2026, he acquired 874.4266 deferred stock units under the Southern Company 2021 Equity and Incentive Compensation Plan as his quarterly director equity retainer, deferred under 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 settlement in shares after his service on the Board ends as specified under the plan. The transaction reflects a reference price of $87.2 per share and brings his total directly held deferred stock units to 8,429.1258, including units accumulated through the plan’s dividend reinvestment feature.
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 reports new deferred stock units as part of regular board compensation. On 01/02/2026, the reporting person, a director of Southern Company, acquired 516.055 deferred stock units as a quarterly director equity retainer under the Southern Company 2021 Equity and Incentive Compensation Plan and deferred them under the Deferred Compensation Plan for Outside Directors.
Each deferred stock unit represents the right to receive one share of Southern Company common stock, to be settled in shares after the director’s board service ends, as specified under the plan. Following this transaction, the director beneficially owned 201,300.8631 deferred stock units, which also include units accumulated through the plan’s dividend reinvestment feature. The derivative security is shown with a price of $87.2.
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 deferred stock unit grant
A Southern Company director, James O. Etheredge, reported receiving a quarterly director equity retainer in the form of deferred stock units under the Southern Company 2021 Equity and Incentive Compensation Plan. On 01/02/2026, he acquired 516.055 deferred stock units, each representing the right to receive one share of Southern Company common stock, and held 1,911.0811 deferred stock units beneficially after the transaction. The grant was deferred pursuant to the Deferred Compensation Plan for Outside Directors, with units to be settled in shares of common stock after his service on the Board ends, as specified by him. The total includes additional units from the plan’s dividend reinvestment feature.
Southern Company director Shantella E. Cooper reported a routine equity compensation grant. On 01/02/2026, she received 516.055 deferred stock units as her 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 represents the right to receive one share of Southern Company common stock, with settlement in shares after her board service ends as specified under the plan. The filing shows a reference stock price of $87.2 and indicates that Cooper beneficially owns 31,166.7314 deferred stock units following this transaction, including units acquired 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.
Southern Company director reports deferred stock unit grant
A Southern Company director, John M. Turner, Jr., reported an acquisition of derivative securities tied to Southern Company common stock. On 10/01/2025, he acquired 910.9578 deferred stock units at a price of $94.8 per unit. Each unit represents the right to receive an equivalent amount of Southern Company common stock.
These units were acquired under Southern's Deferred Compensation Plan and are payable in stock only upon termination, with no exercise or expiration date. Following this transaction, Turner beneficially owns 910.9578 deferred stock units, held directly.
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.