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The Southern Company is the issuer of common stock covered by a notice of proposed sale. The filing relates to 100 shares of common stock, associated with a Performance Stock Vest for compensatory payment dated 02/27/2024, with Merrill Lynch listed in the securities information section.
The seller, Matthew Kim, is also reported to have sold 100 shares of common stock on 06/01/2026 and another 100 shares on 07/01/2026. The common stock is listed on the NYSE.
Southern Company plans private offerings of $650 million aggregate principal amount of convertible senior notes due December 15, 2027 and $1.5 billion aggregate principal amount of convertible senior notes due September 15, 2029 to persons reasonably believed to be qualified institutional buyers.
The senior unsecured notes pay interest semiannually and are convertible into cash and, at Southern Company’s election, cash and/or common stock, subject to specified convertibility periods. Southern Company intends to use a portion of the net proceeds to repurchase portions of its 4.50% Series 2024A and 3.25% Series 2025A convertible senior notes and to repay short-term debt and for other general corporate purposes.
Southern Company’s comptroller, Matthew M. Kim, reported a small open-market sale of common stock. On 2026-07-01, he sold 100 shares of Southern Company Common Stock at $95.77 per share.
After this sale, Kim directly holds 6,588 shares and indirectly holds 1,212.1903 shares through a 401(k) plan. The filing shows no option exercises or derivative positions, indicating this was a straightforward, modest open-market sale alongside ongoing retirement-plan holdings.
Southern Company director Anthony F. Earley Jr. reported routine compensation-related awards rather than open-market trades. On July 1, 2026, he acquired 473.0866 deferred stock units tied to Southern Company common stock, bringing his deferred stock unit balance to 31,592.0786 units. He also received 229.9727 phantom stock units, increasing his phantom unit holdings to 858.9727 units.
Footnotes explain these are quarterly board retainers deferred under company plans. Deferred stock units will be settled in shares of common stock after his board service ends, while phantom stock units will be settled in cash based on the value of one Southern Company share. Both types of units also receive additional credits for reinvested dividends.
Southern Co director Shantella E. Cooper received a grant of 473.0866 deferred stock units as part of her quarterly director equity retainer. These units were awarded under the Southern Company 2021 Equity and Incentive Compensation Plan and 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, generally after her Board service ends. Following this award, she holds a total of 32,605.9488 deferred stock units directly, with no exercise or expiration date on these units.
Southern Company director William G. Smith Jr. received a grant of deferred stock units as part of his regular director compensation. He acquired 867.3255 deferred stock units valued at $95.12 per unit under the Southern Company 2021 Equity and Incentive Compensation Plan and deferred them into the Deferred Compensation Plan for Outside Directors. Each unit represents the right to receive one share of Southern Company common stock, generally delivered after his Board service ends. Following this award and dividend reinvestment activity, his deferred stock unit balance stands at 163,012.5325 units.
MEADOR DAVID E reported acquisition or exercise transactions in this Form 4 filing.
Southern Company director David E. Meador received a grant of 801.619 deferred stock units as part of his quarterly director cash and equity retainers. These units were awarded under the Southern Company 2021 Equity and Incentive Compensation Plan and 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, to be settled after Meador’s service on the Board ends as specified in his deferral elections. Following this award and dividend reinvestment activity, he holds a total of 9,452.0657 deferred stock units.
Southern Company director David J. Grain received a routine compensation award of deferred stock units. On this date, he acquired 854.1842 deferred stock units tied to Southern Company common stock, reflecting quarterly director cash and equity retainers under the 2021 Equity and Incentive Compensation Plan.
After this award, Grain directly holds a total of 86,881.3948 deferred stock units. These units are settled in shares of Southern Company common stock after his service on the Board ends, according to his elections under the Deferred Compensation Plan, and the total includes units credited through dividend reinvestment.
Southern Co director John M. Turner Jr. received 801.619 deferred stock units as part of his quarterly cash and equity retainers under the company’s 2021 Equity and Incentive Compensation Plan. Each deferred stock unit represents the right to receive one share of Southern Company common stock.
The retainers were deferred into the Deferred Compensation Plan for Outside Directors, which also credits additional units through a dividend reinvestment feature. After this grant, Turner holds a total of 3,416.6575 deferred stock units, which will be settled in shares of common stock after his board service ends, with no exercise or expiration date.
Southern Company director Lizanne Thomas received a grant of deferred stock units as part of her quarterly director equity retainer. She was awarded 473.0866 deferred stock units, each representing the right to receive one share of Southern Company common stock, based on a reference price of $95.12 per unit. Following this award, her reported balance increased to 7,757.6864 deferred stock units, including units accumulated through the plan’s dividend reinvestment feature. These units are deferred compensation under the company’s equity and incentive compensation plans and will be settled in common shares after her service on the Board ends, with no set exercise or expiration date.