Southern Company

08/22/2025 | Press release | Distributed by Public on 08/22/2025 10:00

Initial Statement of Beneficial Ownership (Form 3)

FORM 3
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934 or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0104
Estimated average burden hours per response... 0.5
(Print or Type Responses)
1. Name and Address of Reporting Person *
Kim Matthew M.
2. Date of Event Requiring Statement (Month/Day/Year)
07/31/2025
3. Issuer Name and Ticker or Trading Symbol
SOUTHERN CO [SO]
(Last) (First) (Middle)
30 IVAN ALLEN JR. BLVD., NW
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
_____ Director _____ 10% Owner
__X__ Officer (give title below) _____ Other (specify below)
Comptroller
5. If Amendment, Date Original Filed (Month/Day/Year)
(Street)
ATLANTA, GA 30308
6. Individual or Joint/Group Filing (Check Applicable Line)
_X_ Form filed by One Reporting Person
___ Form filed by More than One Reporting Person
(City) (State) (Zip)
Table I - Non-Derivative Securities Beneficially Owned
1.Title of Security
(Instr. 4)
2. Amount of Securities Beneficially Owned
(Instr. 4)
3. Ownership Form: Direct (D) or Indirect (I)
(Instr. 5)
4. Nature of Indirect Beneficial Ownership
(Instr. 5)
Southern Company Common Stock 9,009 D
Southern Company Common Stock 2,803.97 I 401(k)
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. SEC 1473 (7-02)
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB control number.
Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security
(Instr. 4)
2. Date Exercisable and Expiration Date
(Month/Day/Year)
3. Title and Amount of Securities Underlying Derivative Security
(Instr. 4)
4. Conversion or Exercise Price of Derivative Security 5. Ownership Form of Derivative Security: Direct (D) or Indirect (I)
(Instr. 5)
6. Nature of Indirect Beneficial Ownership
(Instr. 5)
Date Exercisable Expiration Date Title Amount or Number of Shares
Southern Co Restricted Stock Units(1) (1) (1) Southern Company Common Stock 635 $0 D
Southern Co Restricted Stock Units(2) (2) (2) Southern Company Common Stock 308 $0 D
Phantom Stock Units(3) (3) (3) Southern Company Common Stock 366.75 $0 D
Southern Co Restricted Stock Units(4) (4) (4) Southern Company Common Stock 844 $0 D

Reporting Owners

Reporting Owner Name / Address Relationships
Director 10% Owner Officer Other
Kim Matthew M.
30 IVAN ALLEN JR. BLVD., NW
ATLANTA, GA 30308
Comptroller

Signatures

/s/ Brittney Anderson, Attorney-in-Fact for Matthew M. Kim 08/22/2025
**Signature of Reporting Person Date

Explanation of Responses:

* If the form is filed by more than one reporting person, see Instruction 5(b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations. See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
(1) Represents Restricted Stock Units granted on January 31, 2024. The award vested 1/3 on the first anniversary of the grant date. 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.
(2) Represents Restricted Stock Units granted on February 1, 2023. The award vested 1/3 on each of the first and second anniversaries of the grant date. The remaining award will vest in 2026. Each restricted stock unit represents the right to receive, at settlement, one share of common stock.
(3) Acquired on various dates between January 5, 2018 and March 1, 2024 pursuant to the Southern Company Deferred Compensation Plan, at prices ranging from $43.28 to $79.52 per unit, and the dividend reinvestment feature of the plan payable in cash only upon termination.
(4) Represents Restricted Stock Units granted on February 5, 2025. The award will vest 1/3 per year on the first, second and third anniversaries of grant date. Each restricted stock unit represents the right to receive, at settlement, one share of common stock.
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, See Instruction 6 for procedure. Potential persons who are to respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB number.
Southern Company published this content on August 22, 2025, and is solely responsible for the information contained herein. Distributed via SEC EDGAR on August 22, 2025 at 16:00 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]