David P. Poroch - Jan 31, 2025 Form 4 Insider Report for SOUTHERN CO (SO)

Role
Comptroller & CAO
Signature
/s/ J. Patrick Becker, Attorney-in-Fact for David P. Poroch
Stock symbol
SO
Transactions as of
Jan 31, 2025
Transactions value $
-$44,997
Form type
4
Date filed
2/4/2025, 03:00 PM
Previous filing
Feb 14, 2024
Next filing
Feb 7, 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SO Southern Company Common Stock Options Exercise $0 +707 +2.04% $0.00 35.3K Feb 1, 2025 Direct F1
transaction SO Southern Company Common Stock Tax liability -$17.7K -211 -0.6% $83.95 35.1K Feb 1, 2025 Direct F2
transaction SO Southern Company Common Stock Options Exercise $0 +701 +2% $0.00 35.8K Jan 31, 2025 Direct F3
transaction SO Southern Company Common Stock Tax liability -$27.3K -325 -0.91% $83.95 35.5K Jan 31, 2025 Direct F2
holding SO Southern Company Common Stock 5.09K Jan 31, 2025 401(k)

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction SO Southern Co. Restricted Stock Units Holdings Options Exercise $0 -655 -50% $0.00 655 Feb 1, 2025 Southern Company Common Stock 655 $0.00 Direct F4
transaction SO Southern Co Restricted Stock Units Options Exercise $0 -676 -33.33% $0.00 1.35K Jan 31, 2025 Southern Company Common Stock 676 $0.00 Direct F5
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 1, 2023. Includes 52 accrued dividend equivalent units.
F2 Shares withheld to satisfy required state and federal tax withholding requirements.
F3 Shares acquired upon vesting of first 1/3 of restricted stock units granted on January 31, 2024. Includes 25 accrued dividend equivalent units.
F4 Represents second 1/3 of performance restricted stock units granted on February 1, 2023. The remaining award will vest in 2026. 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 first 1/3 of restricted stock units granted on January 31, 2024. The remaining award will vest 1/3 in 2026 and 1/3 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.