SOUTHERN CO·4

Feb 9, 8:38 AM ET

Kim Matthew M. 4

4 · SOUTHERN CO · Filed Feb 9, 2026

Research Summary

AI-generated summary of this filing

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Southern Co (SO) Comptroller Matthew M. Kim Receives Award

What Happened Matthew M. Kim, Comptroller of Southern Co (SO), had the first one-third of a restricted stock unit (RSU) award vest on February 5, 2026. The filing reports 292 shares acquired upon vesting (including 10 accrued dividend equivalent units) at $0.00 per share. To satisfy tax withholding obligations, 146 of those shares were withheld/disposed at $91.08 each, totaling $13,298. The filing also reports additional derivative conversion activity (282 units reported as converted/disposed) related to the RSU settlement.

Key Details

  • Transaction date: February 5, 2026; Form 4 filed February 9, 2026 (timely).
  • Acquired: 292 shares upon RSU vesting at $0.00 per share (includes 10 dividend-equivalent units).
  • Withheld/disposed for taxes: 146 shares at $91.08 each = $13,298.
  • Additional derivative reporting: 282 shares listed as converted/disposed (reporting detail tied to RSU settlement).
  • Shares owned after transaction: not specified in the filing.
  • Footnotes: first 1/3 of RSUs granted Feb 5, 2025 vested now; remaining 1/3 vest in 2027 and 1/3 in 2028; shares will be withheld upon vesting to meet tax requirements.

Context This is vesting of RSUs (an award settlement), not an open‑market buy or voluntary sale. Withholding shares to cover taxes is routine and does not necessarily indicate a change in sentiment. The report is a standard Section 16 insider filing documenting the conversion of restricted units to shares and the tax-withholding disposition.

Insider Transaction Report

Form 4
Period: 2026-02-05
Kim Matthew M.
Comptroller
Transactions
  • Exercise/Conversion

    Southern Company Common Stock

    [F1]
    2026-02-05+2929,721 total
  • Tax Payment

    Southern Company Common Stock

    [F2]
    2026-02-05$91.08/sh146$13,2989,575 total
  • Exercise/Conversion

    Southern Co Restricted Stock Units

    [F3]
    2026-02-05282562 total
    Exercise: $0.00Southern Company Common Stock (282 underlying)
Holdings
  • Southern Company Common Stock

    (indirect: By 401(k))
    1,192.766
Footnotes (3)
  • [F1]Shares acquired upon vesting of first 1/3 of restricted stock units granted on February 5, 2025. Includes 10 accrued dividend equivalent units.
  • [F2]Shares withheld to satisfy required state and federal tax withholding requirements.
  • [F3]Represents first 1/3 of restricted stock units granted on February 5, 2025. The remaining award will vest 1/3 in 2027 and 1/3 in 2028. 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 Matthew M. Kim|2026-02-09

Documents

1 file
  • 4
    ownership.xmlPrimary

    4