James Y. Kerr II - Feb 13, 2025 Form 4 Insider Report for SOUTHERN CO (SO)

Role
Chairman, President & CEO, GAS
Signature
/s/ J. Patrick Becker, Attorney-in-Fact for James Y. Kerr, II
Stock symbol
SO
Transactions as of
Feb 13, 2025
Transactions value $
-$119,409
Form type
4
Date filed
2/18/2025, 04:00 PM
Previous 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 +3.08K +1.82% $0.00 172K Feb 13, 2025 Direct F1
transaction SO Southern Company Common Stock Tax liability -$119K -1.38K -0.8% $86.78 171K Feb 13, 2025 Direct F2
holding SO Southern Company Common Stock 32.8K Feb 13, 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 Performance Restricted Stock Units Options Exercise $0 -2.75K -100% $0.00 0 Feb 13, 2025 Southern Company Common Stock 2.75K $0.00 Direct F3
* 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 final 1/3 of performance restricted stock units granted on February 13, 2022. Includes 331 accrued dividend equivalent units.
F2 Shares withheld to satisfy required state and federal tax withholding requirements.
F3 Represents final 1/3 of performance restricted stock units granted on February 13, 2022. 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.