David P. Poroch - 30 Apr 2025 Form 4 Insider Report for SOUTHERN CO (SO)

Role
EVP & CFO
Signature
/s/ Brittney Anderson, Attorney-in-Fact for David P. Poroch
Issuer symbol
SO
Transactions as of
30 Apr 2025
Net transactions value
-$45,876
Form type
4
Filing time
03 Feb 2026, 18:18:50 UTC
Previous filing
18 Feb 2025
Next filing
09 Feb 2026

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Poroch David P. EVP & CFO 30 IVAN ALLEN JR BLVD NW, ATLANTA /s/ Brittney Anderson, Attorney-in-Fact for David P. Poroch 03 Feb 2026 0001616250

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SO Southern Company Common Stock Options Exercise $0 +58 +0.15% $0.000000 39,960 30 Apr 2025 Direct F1
transaction SO Southern Company Common Stock Tax liability $5,330 -58 -0.15% $91.89 39,902 30 Apr 2025 Direct F2
transaction SO Southern Company Common Stock Options Exercise $0 +725 +1.8% $0.000000 40,627 31 Jan 2026 Direct F3
transaction SO Southern Company Common Stock Tax liability $17,683 -198 -0.49% $89.31 40,429 31 Jan 2026 Direct F4
transaction SO Southern Company Common Stock Options Exercise $0 +731 +1.8% $0.000000 41,160 01 Feb 2026 Direct F5
transaction SO Southern Company Common Stock Tax liability $22,863 -256 -0.62% $89.31 40,904 01 Feb 2026 Direct F4
holding SO Southern Company Common Stock 5,477 30 Apr 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 Southern Co. Restricted Stock Units Holdings Options Exercise $0 -655 -100% $0.000000 0 01 Feb 2026 Southern Company Common Stock 655 $0.000000 Direct F6
transaction SO Southern Co Restricted Stock Units Options Exercise $0 -676 -50% $0.000000 676 31 Jan 2026 Southern Company Common Stock 676 $0.000000 Direct F7
transaction SO Southern Co Restricted Stock Units Options Exercise $0 -57 -3.3% $0.000000 1,696 30 Apr 2025 Southern Company Common Stock 57 $0.000000 Direct F8
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents shares delivered to the Company to cover FICA withholding obligations due because Reporting Person is retirement eligible pursuant to his applicable stock grant documents. Includes 1 accrued dividend equivalent unit.
F2 Represents shares delivered to the Company to cover FICA withholding obligations due because Reporting Person is retirement eligible pursuant to his applicable stock grant documents.
F3 Shares acquired upon vesting of second 1/3 of restricted stock units granted on January 31, 2024. Includes 49 accrued dividend equivalent units.
F4 Shares withheld to satisfy required state and federal tax withholding requirements.
F5 Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 1, 2023. Includes 76 accrued dividend equivalent units.
F6 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.
F7 Represents second 1/3 of 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.
F8 Represents restricted stock units granted on February 5, 2025, payable in Southern Company common stock and vest 1/3 per year on the first, second and third anniversary of the grant date. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy income tax requirements.