Peter P. Sena III - 31 Jan 2025 Form 4 Insider Report for SOUTHERN CO (SO)

Role
Chairman,President & CEO, SNC
Signature
/s/ J. Patrick Becker, Attorney-in-Fact for Peter P. Sena, III
Issuer symbol
SO
Transactions as of
31 Jan 2025
Net transactions value
-$132,473
Form type
4
Filing time
04 Feb 2025, 15:00:17 UTC
Previous filing
21 May 2024
Next filing
07 Feb 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SO Southern Company Common Stock Options Exercise $0 +1,625 $0.000000 1,625 01 Feb 2025 Direct F1
transaction SO Southern Company Common Stock Tax liability $63,298 -754 -46% $83.95 871 01 Feb 2025 Direct F2
transaction SO Southern Company Common Stock Options Exercise $0 +1,697 +195% $0.000000 2,568 31 Jan 2025 Direct F3
transaction SO Southern Company Common Stock Tax liability $69,175 -824 -32% $83.95 1,744 31 Jan 2025 Direct F4

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction SO Southern Co Restricted Stock Units Options Exercise $0 -1,573 -50% $0.000000 1,573 01 Feb 2025 Southern Company Common Stock 1,573 $0.000000 Direct F5
transaction SO Southern Co Restricted Stock Units Options Exercise $0 -1,637 -33% $0.000000 3,272 31 Jan 2025 Southern Company Common Stock 1,637 $0.000000 Direct F6
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 1, 2023. Includes 125 accrued dividend equivalent units.
F2 Shares withheld to satisfy required state and federal tax withholding requirements.
F3 Shares acquired upon vesting of first 1/3 of restricted stock units granted on January 31, 2024. Includes 60 accrued dividend equivalent units.
F4 Shares withheld to satisfy required state and federal tax withholding requirements.
F5 Represents second 1/3 of performance restricted stock units granted on February 1, 2023. The remaining award will vest in 2026. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements.
F6 Represents first 1/3 of restricted stock units granted on January 31, 2024. The remaining award will vest 1/3 in 2026 and 1/3 in 2027. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements.