Southern Co Director James O. Etheredge Receives Quarterly Equity Retainer
SOUTHERN CO
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Filing Summary
Southern Co ($SO) - Form 4 Filing Update Insider: James O. Etheredge (Director) Transaction: Grant / Award (Code A) Security: Deferred Stock Units Shares: 539.1159 @ $83.47 ($45,000.00 value) Post-Transaction Ownership: 3,446.5131 units Significance: Low (Routine quarterly director equity retainer)
Comprehensive Analysis
Transaction Overview
On October 1, 2026, Southern Co ($SO) director James O. Etheredge acquired 539.1159 Deferred Stock Units under the company's 2021 Equity and Incentive Compensation Plan at an effective price of $83.47 per share, representing a total value of $45,000.00.
Filing Details
- Role: Director
- Transaction Code: A (Grant/Award)
- Security: Deferred Stock Units Holding (convertible 1-for-1 into Southern Company Common Stock)
- Post-Transaction Holdings: 3,446.5131 deferred stock units (inclusive of units acquired via the dividend reinvestment feature)
Analysis & Significance
This transaction reflects the routine payment of the director's quarterly equity retainer, deferred pursuant to the Deferred Compensation Plan for Outside Directors. The units settle in common stock following termination of board service. Because this is standard director compensation rather than an open-market purchase or sale, the trading significance is rated Low.
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Important Disclaimer
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