James Y. Kerr II - Feb 3, 2024 Form 4 Insider Report for SOUTHERN CO (SO)

Role
Chairman, President & CEO, GAS
Signature
/s/ Myra C. Bierria, Attorney-in-Fact for James Y. Kerr, II
Stock symbol
SO
Transactions as of
Feb 3, 2024
Transactions value $
-$96,728
Form type
4
Date filed
2/6/2024, 04:28 PM
Previous filing
Feb 15, 2023
Next filing
Feb 9, 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 +3.33K +2.05% $0.00 165K Feb 3, 2024 Direct F1
transaction SO Southern Company Common Stock Tax liability -$96.7K -1.41K -0.85% $68.65 164K Feb 3, 2024 Direct F2
holding SO Southern Company Common Stock 30.8K Feb 3, 2024 401K

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 -2.96K -100% $0.00* 0 Feb 3, 2024 Southern Company Common Stock 2.96K $0.00 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 373 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.