Anderson Bryan D 4
4 · SOUTHERN CO · Filed Feb 3, 2026
Research Summary
AI-generated summary of this filing
Southern Co (SO) EVP Bryan Anderson Receives Vested RSUs
What Happened
Bryan D. Anderson, Executive Vice President of Southern Company (SO), had performance-restricted stock units (PRSUs) vest and convert into shares on Jan 31 and Feb 1, 2026. He was credited with 2,052 shares on 2026-01-31 and 2,037 shares on 2026-02-01 (4,089 total) at $0 acquisition price (conversion of PRSUs). To satisfy tax withholding, 981 shares were withheld on 1/31 ($87,613) and 1,085 shares were withheld on 2/1 ($96,901), for a total tax-withheld value of $184,514. Net shares delivered to Anderson after withholding were 2,023. The vesting included accrued dividend equivalent units (see footnotes).
Key Details
- Transaction dates: 2026-01-31 and 2026-02-01; Form 4 filed 2026-02-03. No late filing flag shown in the filing excerpt.
- Conversion (SEC code M): 2,052 shares (1/31) and 2,037 shares (2/1) acquired at $0 (conversion of PRSUs).
- Tax withholding (SEC code F): 981 shares withheld on 1/31 ($87,613) and 1,085 shares withheld on 2/1 ($96,901); per-share price used = $89.31. Total withheld value ≈ $184,514.
- Net shares received after withholding: 2,023.
- Footnotes:
- These shares come from the second 1/3 of PRSUs granted 1/31/2024 (includes 137 dividend-equivalent units) and the final 1/3 of PRSUs granted 2/1/2023 (includes 212 dividend-equivalent units).
- The 1/31/2024 award’s remaining tranche will vest in 2027. Shares were withheld upon vesting to satisfy tax requirements (net settlement).
- Shares owned after the transaction are not specified in the provided excerpt.
Context
These transactions are vesting/settlement events (conversion of PRSUs to common stock) with shares withheld to cover taxes — a routine compensation event (not an open-market sale or purchase). For retail investors, such awards reflect executive compensation being settled, not a direct buy signal; the net delivery of ~2,023 shares is the meaningful change to the insider’s holdings.
Insider Transaction Report
- Exercise/Conversion
Southern Company Common Stock
[F1]2026-01-31+2,052→ 53,507 total - Tax Payment
Southern Company Common Stock
[F2]2026-01-31$89.31/sh−981$87,613→ 52,526 total - Exercise/Conversion
Southern Company Common Stock
[F3]2026-02-01+2,037→ 54,563 total - Tax Payment
Southern Company Common Stock
[F2]2026-02-01$89.31/sh−1,085$96,901→ 53,478 total - Exercise/Conversion
Performance Restricted Stock Units
[F4]2026-01-31−1,915→ 1,916 totalExercise: $0.00→ Southern Company Common Stock (1,915 underlying) - Exercise/Conversion
Performance Restricted Stock Units
[F5]2026-02-01−1,825→ 0 totalExercise: $0.00→ Southern Company Common Stock (1,825 underlying)
Footnotes (5)
- [F1]Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on January 31, 2024. Includes 137 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 212 accrued dividend equivalent units.
- [F4]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.
- [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.