Cherry Pedro P. 4

4 · SOUTHERN CO · Filed Feb 3, 2026

AI-generated summary of this filing

Updated Feb 3, 2026

Southern Co (SO) CEO Pedro P. Cherry Receives Awards; Taxes Withheld

What Happened

Pedro P. Cherry, Chairman, President & CEO of Southern Co (SO), received shares upon vesting of restricted stock and performance restricted stock units: 745 shares vested on 2026-01-31 and 751 shares vested on 2026-02-01 (total 1,496 shares). No cash was paid to acquire these shares (code M indicates conversion/vesting).
To satisfy tax withholding (code F), 306 shares were withheld on 2026-01-31 ($27,329) and 366 shares were withheld on 2026-02-01 ($32,687), totaling 672 shares withheld and $60,016 in tax withholding. Based on the $89.31 per-share withholding price, the gross value of the vested shares is roughly $133,608 and the net shares retained are about 824 (~$73,591).

Key Details

Transaction dates and codes: 2026-01-31 (M: 745 acquired; F: 306 withheld), 2026-02-01 (M: 751 acquired; F: 366 withheld). Additional M entries show conversion/settlement of 695 and 672 derivative units (reported as dispositions at $0); these reflect the vesting/settlement mechanics.
Prices reported for tax withholding: $89.31 per share; withholding cash values reported as $27,329 and $32,687.
Shares owned after the transactions: not specified in the provided data.
Footnotes: Vesting relates to (F1/F4) second 1/3 of RSUs granted Jan 31, 2024 (includes 50 dividend-equivalent units) and (F3/F5) final 1/3 of performance RSUs granted Feb 1, 2023 (includes 79 dividend-equivalent units). Shares were withheld to satisfy federal/state tax withholding (F2).
Filing: Form 4 filed Feb 3, 2026, reporting vesting events on Jan 31 and Feb 1, 2026.

Context

Code M indicates conversion/settlement of derivative awards (RSUs/PRSUs) into common shares; code F indicates shares withheld to cover tax withholding — a routine, compensation-related transaction rather than an open-market purchase or sale.
These award-based transactions are common for executives and do not by themselves indicate a buy or sell decision in the open market.

Form 4

Period: 2026-01-31

Chairman, President & CEO, MPC

Transactions

Exercise/Conversion
Southern Company Common Stock
[F1]
2026-01-31+745→ 745 total
Tax Payment
Southern Company Common Stock
[F2]
2026-01-31$89.31/sh−306$27,329→ 439 total
Exercise/Conversion
Southern Company Common Stock
[F3]
2026-02-01+751→ 1,190 total
Tax Payment
Southern Company Common Stock
[F2]
2026-02-01$89.31/sh−366$32,687→ 824 total
Exercise/Conversion
Southern Co Restricted Stock Units
[F4]
2026-01-31−695→ 696 total
Exercise: $0.00→ Southern Company Common Stock (695 underlying)
Exercise/Conversion
Southern Co Restricted Stock Units
[F5]
2026-02-01−672→ 0 total
Exercise: $0.00→ Southern Company Common Stock (672 underlying)

Holdings

Footnotes (5)

[F1]Shares acquired upon vesting of second 1/3 of restricted stock units granted on January 31, 2024. Includes 50 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 79 accrued dividend equivalent units.
[F4]Represents second 1/3 of 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.

Signature

/s/ Brittney Anderson, Attorney-in-Fact for Pedro P. Cherry|2026-02-03

1 file