Dale E. Klein - 02 Jan 2026 Form 4 Insider Report for SOUTHERN CO (SO)

Role
Director
Signature
/s/ Brittney Anderson, Attorney-in-Fact for Dale E. Klein
Issuer symbol
SO
Transactions as of
02 Jan 2026
Net transactions value
+$45,000
Form type
4
Filing time
06 Jan 2026, 11:39:47 UTC
Previous filing
02 Oct 2025

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Klein Dale E. Director 30 IVAN ALLEN JR. BLVD., NW, ATLANTA /s/ Brittney Anderson, Attorney-in-Fact for Dale E. Klein 06 Jan 2026 0001493467

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 Deferred Stock Units Holding Award $45,000 +516 +0.92% $87.20 56,460 02 Jan 2026 Southern Company Common Stock 516 $0.000000 Direct F1, F2, F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents quarterly director equity retainer paid under the Southern Company 2021 Equity and Incentive Compensation Plan and deferred pursuant to the Deferred Compensation Plan for Outside Directors of The Southern Company (Deferred Compensation Plan). Each deferred stock unit represents the right to receive one share of Southern Company common stock.
F2 Deferred stock units are settled in shares of Southern Company common stock on the date(s) following the termination of the reporting person's service on the Board as specified by the reporting person pursuant to the Deferred Compensation Plan. There is no exercise or expiration date.
F3 Includes additional deferred stock units acquired through the dividend reinvestment feature of the Deferred Compensation Plan.