Peter P. Sena III - 05 Feb 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
05 Feb 2025
Net transactions value
-$820,836
Form type
4
Filing time
07 Feb 2025, 17:00:11 UTC
Previous filing
04 Feb 2025
Next filing
18 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 +680 +39% $0.000000 2,424 05 Feb 2025 Direct F1
transaction SO Southern Company Common Stock Tax liability $25,413 -303 -12% $83.87 2,121 05 Feb 2025 Direct F2
transaction SO Southern Company Common Stock Award $0 +21,381 +1008% $0.000000 23,502 05 Feb 2025 Direct F3
transaction SO Southern Company Common Stock Tax liability $795,423 -9,484 -40% $83.87 14,018 05 Feb 2025 Direct F2

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 Performance Restricted Stock Units Options Exercise $0 -668 -33% $0.000000 1,334 05 Feb 2025 Southern Company Common Stock 668 $0.000000 Direct F4
* 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 first 1/3 of performance restricted stock units granted on June 28, 2024. The Compensation and Talent Development Committee certified performance on February 5, 2025. Includes 12 accrued dividend equivalent units.
F2 Shares withheld to satisfy required state and federal tax withholding requirements.
F3 Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2022-2024 award. The Compensation and Talent Development Committee certified performance on February 5, 2025. Includes accrued dividend equivalent units
F4 Represents first 1/3 of performance restricted stock units granted on June 28, 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.