SO Filing
4Filing Date: Jun 29, 2026

SOUTHERN CO (SO) · Insider Trading (Form 4) SEC Filing

Statement of Changes in Beneficial Ownership

descriptionView SEC Filing
ACC: 0001193125-26-288376open_in_new
Total Value$30.7K
Trades3
Insiders1

Transaction Details

Sena Peter P III
Chairman,President & CEO, SNC·Direct
Exercise · Dispose
Performance Restricted Stock UnitsDerivative
Shares-667
Price$0.00
Total Value$0
Shares Owned After667
Transaction DateJun 28, 2026
Footnotes ▸

Represents second 1/3 of performance restricted stock units granted on June 28, 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. | Represents second 1/3 of performance restricted stock units granted on June 28, 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. | Represents second 1/3 of performance restricted stock units granted on June 28, 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. | Represents second 1/3 of performance restricted stock units granted on June 28, 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.

Sena Peter P III
Chairman,President & CEO, SNC·Direct
Exercise · Acquire
Southern Company Common Stock
Shares+712
Price$0.00
Total Value$0
Shares Owned After31.52K
Transaction DateJun 28, 2026
Footnotes ▸

Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on June 28, 2024. Includes 45 accrued dividend equivalent units.

Sena Peter P III
Chairman,President & CEO, SNC·Direct
Tax W/H · Dispose
Southern Company Common Stock
Shares-316
Price$97.16
Total Value$30.7K
Shares Owned After31.20K
Transaction DateJun 28, 2026
Footnotes ▸

Shares withheld to satisfy required state and federal tax withholding requirements.

Post-Transaction Holdings

Sena Peter P III
SecuritySharesChange
Performance Restricted Stock Units667-667 (-50.00%)
Southern Company Common Stock31.52K+396 (1.27%)
Original SEC Filing Textexpand_more
=== SEC Form 4 — Statement of Changes in Beneficial Ownership === Document Type: 4 Period of Report: 2026-06-28 10b5-1 Pre-arranged Plan: No --- Issuer --- Name: SOUTHERN CO (SO) CIK: 0000092122 --- Reporting Owner --- Name: Sena Peter P III CIK: 0002023851 Role: Officer (Chairman,President & CEO, SNC) --- Non-Derivative Transactions --- [Transaction #1] Security: Southern Company Common Stock Date: 2026-06-28 | Code: M (Exercise of derivative) Shares: +712 | Price: $0.00 Shares Owned After: 31,517 | Ownership: D (Direct) Footnotes: [F1] Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on June 28, 2024. Includes 45 accrued dividend equivalent units. [Transaction #2] Security: Southern Company Common Stock Date: 2026-06-28 | Code: F (Payment of exercise/tax) Shares: -316 | Price: $97.16 Total Value: $30,702.56 Shares Owned After: 31,201 | Ownership: D (Direct) Footnotes: [F2] Shares withheld to satisfy required state and federal tax withholding requirements. --- Derivative Transactions --- [Transaction #1] Security: Performance Restricted Stock Units Date: 2026-06-28 | Code: M (Exercise of derivative) Shares: -667 | Price: $0.00 Shares Owned After: 667 | Ownership: D (Direct) Footnotes: [F3] Represents second 1/3 of performance restricted stock units granted on June 28, 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. [F3] Represents second 1/3 of performance restricted stock units granted on June 28, 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. [F3] Represents second 1/3 of performance restricted stock units granted on June 28, 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. [F3] Represents second 1/3 of performance restricted stock units granted on June 28, 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. --- Footnotes (Complete Index) --- F1: Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on June 28, 2024. Includes 45 accrued dividend equivalent units. F2: Shares withheld to satisfy required state and federal tax withholding requirements. F3: Represents second 1/3 of performance restricted stock units granted on June 28, 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/ /s/ Brittney Anderson, Attorney-in-Fact for Peter P. Sena, III (2026-06-29)

keid analysis is for reference only and does not constitute investment advice.