James Y. Kerr II - 31 Jan 2026 Form 4 Insider Report for SOUTHERN CO (SO)

Role
Chairman, President & CEO, GAS
Signature
/s/ Brittney Anderson, Attorney-in-Fact for James Y. Kerr II
Issuer symbol
SO
Transactions as of
31 Jan 2026
Net transactions value
-$277,575
Form type
4
Filing time
03 Feb 2026, 18:02:49 UTC
Previous filing
04 Dec 2025
Next filing
13 Feb 2026
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Kerr, II James Y Chairman, President & CEO, GAS 30 IVAN ALLEN JR BLVD NW, ATLANTA /s/ Brittney Anderson, Attorney-in-Fact for James Y. Kerr II 03 Feb 2026 0001601624

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SO Southern Company Common Stock Options Exercise $0 +3,407 +2.2% $0.000000 156,359 31 Jan 2026 Direct F1
transaction SO Southern Company Common Stock Tax liability $135,573 -1,518 -0.97% $89.31 154,841 31 Jan 2026 Direct F2
transaction SO Southern Company Common Stock Options Exercise $0 +3,444 +2.2% $0.000000 158,285 01 Feb 2026 Direct F3
transaction SO Southern Company Common Stock Tax liability $142,003 -1,590 -1% $89.31 156,695 01 Feb 2026 Direct F4
holding SO Southern Company Common Stock 34,382 31 Jan 2026 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 Options Exercise $0 -3,086 -100% $0.000000 0 01 Feb 2026 Southern Company Common Stock 3,086 $0.000000 Direct F5
transaction SO Southern Co Restricted Stock Units Options Exercise $0 -3,179 -50% $0.000000 3,179 31 Jan 2026 Southern Company Common Stock 3,179 $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 January 31, 2024. Includes 228 accrued dividend equivalent units.
F2 Shares withheld to satisfy required state and federal tax withholding requirements
F3 Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 1, 2023. Includes 358 accrued dividend equivalent units.
F4 Shares withheld to satisfy required state and federal tax withholding requirements.
F5 Represents final 1/3 of performance restricted stock units granted on February 1, 2023. 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 second 1/3 of performance restricted stock units granted on January 31, 2024. The remaining award will vest 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.