SOUTHERN CO·4

Feb 3, 6:02 PM ET

Greene Kimberly S, 4

4 · SOUTHERN CO · Filed Feb 3, 2026

Research Summary

AI-generated summary of this filing

Updated

Southern Co (SO) CEO Kimberly Greene Receives Award; Shares Withheld

What Happened

  • Kimberly S. Greene, Chairman, President & CEO of Southern Co (SO), received vested performance restricted stock units (RSUs): 4,006 shares on 2026-01-31 and 4,011 shares on 2026-02-01 (total 8,017 shares). To satisfy tax withholding, 1,692 shares (Jan 31) and 1,841 shares (Feb 1) were withheld/sold at $89.31 per share, totaling $315,533. The filing also shows related derivative settlement entries tied to the final and second tranches of prior PRSU grants.

Key Details

  • Transaction dates: 2026-01-31 and 2026-02-01; Form 4 filed 2026-02-03.
  • Vesting details: 4,006 shares correspond to the second 1/3 of PRSUs granted 1/31/2024 (includes 268 accrued dividend equivalents); 4,011 shares correspond to the final 1/3 of PRSUs granted 2/1/2023 (includes 417 accrued dividend equivalents).
  • Tax withholding: 3,533 shares withheld to cover federal/state taxes, at $89.31 per share, proceeds ≈ $315,533.
  • Shares owned after the transactions: not specified in the filing.
  • Filing timeliness: Form 4 was filed Feb 3, 2026; no late-filing flag is indicated in the filing data provided.

Context

  • These transactions reflect vesting and settlement of performance RSUs, not an open-market buy or discretionary sale by the insider. Shares withheld to satisfy tax obligations are routine and are recorded on Form 4 as dispositions. The entries labeled as derivative conversions/settlements relate to the mechanics of RSU settlement and withholding rather than a market sale decision.

Insider Transaction Report

Form 4
Period: 2026-01-31
Greene Kimberly S,
Chairman, President & CEO, GPC
Transactions
  • Exercise/Conversion

    Southern Company Common Stock

    [F1]
    2026-01-31+4,00697,667 total
  • Tax Payment

    Southern Company Common Stock

    [F2]
    2026-01-31$89.31/sh1,692$151,11395,975 total
  • Exercise/Conversion

    Southern Company Common Stock

    [F3]
    2026-02-01+4,01199,986 total
  • Tax Payment

    Southern Company Common Stock

    [F2]
    2026-02-01$89.31/sh1,841$164,42098,145 total
  • Exercise/Conversion

    Performance Restricted Stock Units

    [F4]
    2026-02-013,5940 total
    Exercise: $0.00Southern Company Common Stock (3,594 underlying)
  • Exercise/Conversion

    Performance Restricted Stock Units

    [F5]
    2026-01-313,7383,738 total
    Exercise: $0.00Southern Company Common Stock (3,738 underlying)
Footnotes (5)
  • [F1]Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on January 31, 2024. Includes 268 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 417 accrued dividend equivalent units.
  • [F4]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.
  • [F5]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.
Signature
/s/ Brittney Anderson, Attorney-in-Fact for Kimberly S. Greene|2026-02-03

Documents

1 file
  • 4
    ownership.xmlPrimary

    4