Key facts
- This page summarizes James Y. Kerr II's Form 4 filing for SOUTHERN CO (SO).
- 6 reported transactions and 2 derivative rows are listed below.
- Accepted by SEC: 03 Feb 2026, 18:02.
James Y. Kerr II - 31 Jan 2026 Form 4 Insider Report for SOUTHERN CO (SO)
- Reporting relationship
- Chairman, President & CEO, GAS
- Issuer ticker
- SO
- Reported as of
- 31 Jan 2026
- Net transaction value
- -$277,575
- SEC form
- 4
- Accepted by SEC
- 03 Feb 2026, 18:02:49 UTC
- Prior SEC filing
- 04 Dec 2025
- Next SEC filing
- 13 Feb 2026
- Source filing
- View source filing
- Reporting owner signature
- /s/ Brittney Anderson, Attorney-in-Fact for James Y. Kerr II
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
James Y. Kerr II filed Form 4 for SOUTHERN CO (SO) on 03 Feb 2026.
Change
- Previous filing in this sequence was filed on 04 Dec 2025.
- Current net transaction value: -$277,575.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reporting Owners (1)
CIK 0001601624
Primary reporting owner
Kerr, II James Y
- Relationship
- Chairman, President & CEO, GAS
- Address
- 30 IVAN ALLEN JR BLVD NW, ATLANTA
- Signature
- /s/ Brittney Anderson, Attorney-in-Fact for James Y. Kerr II
- Signature date
- 03 Feb 2026
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
SO
transaction
Southern Company Common Stock
Options Exercise
- Transaction value
- $0
- Shares
- +3,407
- Change %
- +2.2%
- Price
- $0.000000
- Shares after
- 156,359
- Date
- 31 Jan 2026
- Ownership
- Direct
- Footnotes
- F1
SO
transaction
Southern Company Common Stock
Tax liability
- Transaction value
- $135,573
- Shares
- -1,518
- Change %
- -0.97%
- Price
- $89.31
- Shares after
- 154,841
- Date
- 31 Jan 2026
- Ownership
- Direct
- Footnotes
- F2
SO
transaction
Southern Company Common Stock
Options Exercise
- Transaction value
- $0
- Shares
- +3,444
- Change %
- +2.2%
- Price
- $0.000000
- Shares after
- 158,285
- Date
- 01 Feb 2026
- Ownership
- Direct
- Footnotes
- F3
SO
transaction
Southern Company Common Stock
Tax liability
- Transaction value
- $142,003
- Shares
- -1,590
- Change %
- -1%
- Price
- $89.31
- Shares after
- 156,695
- Date
- 01 Feb 2026
- Ownership
- Direct
- Footnotes
- F4
SO
holding
Southern Company Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 34,382
- Date
- 31 Jan 2026
- Ownership
- 401(k)
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
SO
transaction
Derivative
Performance Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -3,086
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 01 Feb 2026
- Ownership
- Direct
- Underlying class
- Southern Company Common Stock
- Underlying amount
- 3,086
- Exercise price
- $0.000000
- Footnotes
- F5
SO
transaction
Derivative
Southern Co Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -3,179
- Change %
- -50%
- Price
- $0.000000
- Shares after
- 3,179
- Date
- 31 Jan 2026
- Ownership
- Direct
- Underlying class
- Southern Company Common Stock
- Underlying amount
- 3,179
- Exercise price
- $0.000000
- Footnotes
- F6
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 6 footnotes
Footnote 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.
Footnote F2
Shares withheld to satisfy required state and federal tax withholding requirements
Footnote 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.
Footnote F4
Shares withheld to satisfy required state and federal tax withholding requirements.
Footnote 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.
Footnote 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.