Greene Kimberly S, 4

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.