Sloane N. Drake - 08 Mar 2025 Form 4 Insider Report for SOUTHERN CO (SO)

Role
EVP & CHRO
Signature
/s/ Brittney Anderson, Attorney-in-Fact for Sloane N. Drake
Issuer symbol
SO
Transactions as of
08 Mar 2025
Net transactions value
-$56,028
Form type
4
Filing time
10 Mar 2025, 16:30:03 UTC
Previous filing
18 Feb 2025
Next filing
03 Feb 2026

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SO Southern Company Common Stock Options Exercise $0 +1,372 +5.8% $0.000000 25,070 08 Mar 2025 Direct F1
transaction SO Southern Company Common Stock Tax liability $56,028 -613 -2.4% $91.40 24,457 08 Mar 2025 Direct F2
holding SO Southern Company Common Stock 2,277 08 Mar 2025 401(k)

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 Holding Options Exercise $0 -1,274 -50% $0.000000 1,275 08 Mar 2025 Southern Company Common Stock 1,274 $0.000000 Direct F3
* 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 March 8, 2023. Includes 98 accrued dividend equivalent units.
F2 Shares withheld to satisfy required state and federal tax withholding requirements.
F3 Represents second 1/3 of performance restricted stock units granted on March 8, 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.