Martin Bernard Davis - 03 Feb 2024 Form 4 Insider Report for SOUTHERN CO (SO)

Signature
/s/ Myra C. Bierria, Attorney-in-Fact for Martin B. Davis
Issuer symbol
SO
Transactions as of
03 Feb 2024
Net transactions value
-$65,835
Form type
4
Filing time
06 Feb 2024, 16:24:02 UTC
Previous filing
02 Nov 2023
Next filing
09 Feb 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SO Southern Company Common Stock Options Exercise $0 +1,929 +2.7% $0.000000 74,685 03 Feb 2024 Direct F1
transaction SO Southern Company Common Stock Tax liability $65,835 -959 -1.3% $68.65 73,726 03 Feb 2024 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 -1,713 -100% $0.000000* 0 03 Feb 2024 Southern Company Common Stock 1,713 $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 final 1/3 of performance restricted stock units granted on February 3, 2021. Includes 216 accrued dividend equivalent units.
F2 Shares withheld to satisfy required state and federal tax withholding requirements.
F3 Represents final 1/3 of performance restricted stock units granted on February 3, 2021. 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.