Southern Co Director Receives Quarterly Retainer in Deferred Units
SOUTHERN CO
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Filing Summary
SOUTHERN CO ($SO) Form 4 Filing Alert
Insider: EARLEY ANTHONY F JR (Director)
Transaction Date: 2026-10-01
Type: Award / Retainer Deferral (Code A)
Security: Deferred Stock Units & Phantom Stock
Units Acquired: 539.1159 DSU ($45,000) + 262.0702 PSU ($21,875) @ $83.47
Post-Transaction Direct Holdings: 32,408.34 DSU / 1,136.22 PSU
Significance: Low (Routine Director Compensation)
Comprehensive Analysis
Executive Summary
On October 1, 2026, Southern Company (NYSE: SO) director Anthony F. Earley, Jr. acquired deferred stock units and phantom stock units as part of routine quarterly director compensation deferrals. The awards were reported on Form 4 on October 5, 2026. This is standard equity and cash retainer compensation deferred pursuant to the Outside Directors' Deferred Compensation Plan, carrying minimal market signaling value.
Transaction Breakdown
- Deferred Stock Units (Equity Retainer): Acquired 539.1159 units at an underlying valuation of $83.47 per share (~$45,000 total value). Following this award, Earley directly holds 32,408.3358 deferred stock units.
- Phantom Stock Units (Cash Retainer): Acquired 262.0702 units at $83.47 per share (~$21,875 total value). Post-transaction balance stands at 1,136.2169 phantom stock units.
Market Impact & Significance
The trading significance is assessed as Low. These transactions reflect pre-scheduled quarterly board retainer fees paid in or deferred into synthetic stock units rather than discretionary open-market purchases or sales.
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