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SOSouthern Company · Insider ownership research

Southern Company insiders sold $5.6M in the past 12 months. How much of their stake is that?

About 6.3% overall. As a group they ended with more shares than they started with. The biggest individual seller, Kimberly Greene, sold shares equal to 27% of starting holdings, but more vested, so the stake grew.

Updated Oct 9, 2026 from SEC filings · covers Oct 10, 2025 to Oct 9, 2026
How this comparesMore of their stake sold than at 318 of the 539 other companies we can measure (#222 of 540)See ranking
0
buyers among officers and directors, past 12 months
86%
of sales were under disclosed trading plans, past 12 months
6 of 26
officers and directors sold shares, past 12 months
Recent activity · past 30 days, Sep 10, 2026 to Oct 9, 2026
Oct 1, 2026Matthew Kim sold 100 shares ($8K) under a disclosed trading plan.
WhoSharesPrice% of total stakeTotal stake afterTrade dateFiled
Matthew Kim
Comptroller
100$82.73n/an/aOct 1, 2026Oct 1, 2026

"% of total stake" is the shares in this event against all the vested shares the person held that day, across every share class and holding entity, after that day's vesting. "n/a" means the person's holdings don't reconcile, or the row is a purchase. "Holdings record incomplete" means more shares were sold than the filings show the person held that day, so a percentage would be wrong.

Is this normal? Less than usual: about one-fifth of the 5-year average. 6 insiders sold; the average is 8 a year. Year by year
Latest filing: Filed Oct 1 for a sale on Oct 1. Matthew Kim sold 100 shares ($8K) under a disclosed plan. Filing
100 SEC ownership filings in the period · See the evidence

What stands out

Four officers sold shares but ended with larger stakes, because more shares came in than were sold: Stan Connally (sold 12K, 7.6% of starting holdings; 49K added), Christopher Cummiskey (sold 6.7K, 24% of starting holdings; 27K added) and Peter Sena III (sold 4.3K, 28% of starting holdings; 29K added), plus 1 more.Stan Connally: largest sale, Mar 18, 2026 · Christopher Cummiskey: largest sale, Mar 19, 2026 · Peter Sena III: largest sale, Sep 3, 2026
Kimberly Greene sold 27% of vested holdings: 25K shares for $2.4M, all under a disclosed plan.Largest sale, Mar 30, 2026
Tax withholding outweighed market sales: the company withheld $25.2M of officers' and directors' shares for taxes, against $5.6M sold on the open market. The largest was Christopher Womack ($8.9M withheld).Largest withholding, Feb 16, 2026

Percentages cover 18 of 26 officers and directors. 8 are left out

i
Left out: Anthony Earley Jr. and Matthew Kim (holdings couldn't be fully reconciled); Donald James, Dale Klein, Janaki Akella, Kristine Svinicki, David Meador and James Etheredge (held no vested shares at the start).
Disclosed company stock is not an insider's whole wealth.

Who sold, and how much of their stake

Officers and directors, past 12 months. Each bar is 100% of that person's own stake; not comparable between people. The stake is the vested shares held at the start of the period (Oct 9, 2025); the gold part is what they sold.

SoldRest of starting stakeAdded during the period
Kimberly Greene
Chairman, President & CEO, GPC
Sold 27%, but 11K shares were added (mostly vesting), so the stake grew
27% · $2.4MDisclosed plan
Stan Connally
EVP & COO
Sold 7.6%, but 7.6K shares were added (mostly vesting), so the stake grew
7.6% · $1.2MDisclosed plan
Matthew Kim
Comptroller
Sold $667K (plan status beside the amount). Share of stake not shown: holdings couldn't be fully reconciled. Why
$667K81% planned 19% no plan disclosed
Christopher Cummiskey
EVP
Sold 24%, but 5K shares were added (mostly vesting), so the stake grew
24% · $644KNo plan disclosed
Peter Sena III
Chairman,President & CEO, SNC
Sold 28%, but 6.5K shares were added (mostly vesting), so the stake grew
28% · $378KDisclosed plan
All 6 sellers

Selling by month

Officers and directors, Oct 2025 to Oct 2026. Each sale is counted once: under a disclosed plan, else to cover taxes, else no plan disclosed.

Disclosed planNo plan disclosedOne dollar scale for every month; the tallest bar is labeled
OctNovDecJanFeb 2026: $487K under a disclosed planFebMar 2026: $3.6M under a disclosed planMar 2026: $644K no plan disclosed$4.3MMarAprMay 2026: $10K under a disclosed planMayJun 2026: $9K under a disclosed planJunJul 2026: $10K under a disclosed planJulAug 2026: $323K under a disclosed planAugSep 2026: $387K under a disclosed planSep 2026: $124K no plan disclosedSepOct 2026: $8K under a disclosed planOct

Common questions

Is the Southern Company CEO selling stock?

No. James Kerr II reported no open-market sales in the past 12 months.

Why are Southern Company insiders selling?

Filings rarely give a reason, and we don't guess at one. What they show is how the sales were made: 86% of sales by value ran under 10b5-1 trading plans disclosed in the filings and 14% had no disclosed plan. A trading plan schedules sales in advance.

Are any Southern Company insiders buying?

No. Officers and directors reported no purchases in the past 12 months.

How much of their stake did Southern Company insiders sell?

About 6.3% overall. As a group they ended with more shares than they started with. The biggest individual seller, Kimberly Greene, sold shares equal to 27% of starting holdings, but more vested, so the stake grew. That covers the 12 months to Oct 9, 2026 and counts vested shares reported on SEC Forms 3, 4 and 5, which is not an insider's whole wealth.

The evidence

Who sold6 officers and directors: amount, % of holdings, trading plan
Who soldAmount% of holdingsTrading plan
Kimberly Greene
Chairman, President & CEO, GPC
$2.4M
25K shares
27%Disclosed plan
Stan Connally
EVP & COO
$1.2M
13K shares
7.6%Disclosed plan
Matthew Kim
Comptroller
$667K
7.1K shares
i
No percentage: holdings couldn't be fully reconciled.
81% under a disclosed plan 19% no plan disclosed
Christopher Cummiskey
EVP
$644K
6.7K shares
24%No plan disclosed
Peter Sena III
Chairman,President & CEO, SNC
$378K
4.3K shares
28%Disclosed plan
Sterling Spainhour Jr.
EVP & CLO
$313K
3.3K shares
14%Disclosed plan
The full ownership picture24 of 26 insiders fully reconciled · 20 officers and directors

Vested shares across all share classes, held directly and through trusts, LLCs and family members, as reported on SEC Forms 3, 4 and 5. Unvested awards and options are never counted as owned shares.

InsiderHeld Oct 9, 2025SoldHeld Oct 9, 2026Still held
James Kerr II
i
Minor difference of 2,013 shares. Small increase from a 401(k) plan. Small increase from a 401(k) plan. Additional holdings last reported more than 3 years ago are shown separately and excluded from totals.
Chairman, President & CEO, GAS
204K0218Kno sales
Vesting, gifts, unvested awards and holding lines for James Kerr II
+9.7Kshares vested or exercised
−18Kgifted (net of own trusts)
−24Kwithheld by the company for taxes
9.4K → 8.7Kunvested awards, start → end
  • Small increase from a 401(k) plan. Filing 1 Filing 2
  • Additional holdings last reported more than 3 years ago are shown separately and excluded from totals.
Held throughShare classOct 9, 2025Oct 9, 2026
DirectSouthern Company Common Stock171,052182,822
401(k)Southern Company Common Stock32,80234,815

Additional holdings last reported Mar 9, 2016, not confirmed since: 15,520 shares. Not included in any total or percentage on this page.

Reconciliation: minor difference of 2,013 shares. Small increase from a 401(k) plan.

Stan Connally
i
Minor difference of 624 shares. Difference is under 0.5% of holdings. Additional holdings last reported more than 3 years ago are shown separately and excluded from totals.
EVP & COO
164K−13K177K+7.7%
Vesting, gifts, unvested awards and holding lines for Stan Connally
+7.6Kshares vested or exercised
−2.4Kgifted (net of own trusts)
−22Kwithheld by the company for taxes
7.3K → 7Kunvested awards, start → end
  • Additional holdings last reported more than 3 years ago are shown separately and excluded from totals.
Held throughShare classOct 9, 2025Oct 9, 2026
DirectSouthern Company Common Stock149,419161,481
401(k)Southern Company Common Stock14,93915,563

Additional holdings last reported Nov 25, 2015, not confirmed since: 8,911 shares. Not included in any total or percentage on this page.

Reconciliation: minor difference of 624 shares. Difference is under 0.5% of holdings.

Christopher Womack
i
Minor difference of 118 shares. Footnotes say what happened but give no amount, so the amounts are derived from the balance changes: 14.275 shares from stock units or awards that vested. 14.275 shares arrived when stock units or awards vested, by the footnote; no acquisition was reported, so the amount is derived from the balance change.
Chairman, President & CEO
94K0216Kno sales
Vesting, gifts, unvested awards and holding lines for Christopher Womack
+40Kshares vested or exercised
0gifted (net of own trusts)
−98Kwithheld by the company for taxes
38K → 40Kunvested awards, start → end
  • 14.275 shares arrived when stock units or awards vested, by the footnote; no acquisition was reported, so the amount is derived from the balance change. Filing 1 Filing 2
Held throughShare classOct 9, 2025Oct 9, 2026
DirectSouthern Company Common Stock91,802213,449
401(k)Southern Company Common Stock2,4992,603

Reconciliation: minor difference of 118 shares. Footnotes say what happened but give no amount, so the amounts are derived from the balance changes: 14.275 shares from stock units or awards that vested.

Kimberly Greene
Chairman, President & CEO, GPC
94K−25K104K+11%
Vesting, gifts, unvested awards and holding lines for Kimberly Greene
+11Kshares vested or exercised
0gifted (net of own trusts)
−28Kwithheld by the company for taxes
11K → 10Kunvested awards, start → end
Held throughShare classOct 9, 2025Oct 9, 2026
DirectSouthern Company Common Stock93,661103,602
Bryan Anderson
EVP
51K067Kno sales
Vesting, gifts, unvested awards and holding lines for Bryan Anderson
+5.8Kshares vested or exercised
0gifted (net of own trusts)
−16Kwithheld by the company for taxes
5.7K → 5.2Kunvested awards, start → end
Held throughShare classOct 9, 2025Oct 9, 2026
DirectSouthern Company Common Stock51,45567,389
David Poroch
i
Minor difference of 391 shares. Small increase from a 401(k) plan. Small increase from a 401(k) plan.
EVP & CFO
45K054Kno sales
Vesting, gifts, unvested awards and holding lines for David Poroch
+2.6Kshares vested or exercised
0gifted (net of own trusts)
−3.8Kwithheld by the company for taxes
5K → 4.2Kunvested awards, start → end
  • Small increase from a 401(k) plan. Filing
Held throughShare classOct 9, 2025Oct 9, 2026
DirectSouthern Company Common Stock39,90248,156
401(k)Southern Company Common Stock5,0865,477
DaughterSouthern Company Common Stock100100

Reconciliation: minor difference of 391 shares. Small increase from a 401(k) plan.

Christopher Cummiskey
i
Minor difference of 194 shares. Small increase from a 401(k) plan. Small increase from a 401(k) plan.
EVP
28K−6.7K37K+30%
Vesting, gifts, unvested awards and holding lines for Christopher Cummiskey
+5Kshares vested or exercised
0gifted (net of own trusts)
−12Kwithheld by the company for taxes
4.9K → 4.6Kunvested awards, start → end
Held throughShare classOct 9, 2025Oct 9, 2026
DirectSouthern Company Common Stock22,50230,800
401(k)Southern Company Common Stock5,6635,857

Reconciliation: minor difference of 194 shares. Small increase from a 401(k) plan.

Sloane Drake
i
Minor difference of 344 shares. Small increase from a 401(k) plan. Small increase from a 401(k) plan.
EVP & CHRO
27K042Kno sales
Vesting, gifts, unvested awards and holding lines for Sloane Drake
+8Kshares vested or exercised
0gifted (net of own trusts)
−12Kwithheld by the company for taxes
7.5K → 4.1Kunvested awards, start → end
Held throughShare classOct 9, 2025Oct 9, 2026
DirectSouthern Company Common Stock24,45738,932
401(k)Southern Company Common Stock2,2772,621

Reconciliation: minor difference of 344 shares. Small increase from a 401(k) plan.

Anthony Earley Jr.
!
Holdings couldn't be fully reconciled. Balance changed without a matching transaction, and the footnote does not state the amount: +1,261 shares on Feb 26, 2026 (Direct). See the filing Sales and other transactions for Anthony Earley Jr. are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Anthony Earley Jr.
0shares vested or exercised
−15Kgifted (net of own trusts)
208K → 335Kunvested awards, start → end

Holdings couldn't be fully reconciled. Balance changed without a matching transaction, and the footnote does not state the amount: +1,261 shares on Feb 26, 2026 (Direct). The balances below are as reported, not verified totals.

Held throughShare classOct 9, 2025Oct 9, 2026
DirectSouthern Company Common Stock23,0009,261
SpouseSouthern Company Common Stock1,2611,261
Sterling Spainhour Jr.
i
Minor difference of 484 shares. Small increase from a 401(k) plan. Small increase from a 401(k) plan.
EVP & CLO
24K−3.3K36K+50%
Vesting, gifts, unvested awards and holding lines for Sterling Spainhour Jr.
+7.7Kshares vested or exercised
0gifted (net of own trusts)
−17Kwithheld by the company for taxes
7.3K → 7.5Kunvested awards, start → end
Held throughShare classOct 9, 2025Oct 9, 2026
DirectSouthern Company Common Stock17,38235,219
401(k)Southern Company Common Stock6,797951

Reconciliation: minor difference of 484 shares. Small increase from a 401(k) plan.

James Peoples
i
Minor difference of 910 shares. Small increase from a 401(k) plan. Small increase from a 401(k) plan.
Chairman, President & CEO, APC
22K052Kno sales
Vesting, gifts, unvested awards and holding lines for James Peoples
+9.5Kshares vested or exercised
0gifted (net of own trusts)
−23Kwithheld by the company for taxes
15K → 15Kunvested awards, start → end
Held throughShare classOct 9, 2025Oct 9, 2026
DirectSouthern Company Common Stock13,70742,140
401(k)Southern Company Common Stock8,4709,380

Reconciliation: minor difference of 910 shares. Small increase from a 401(k) plan.

Shantella Cooper
Director
20K020Kno sales
Vesting, gifts, unvested awards and holding lines for Shantella Cooper
0shares vested or exercised
0gifted (net of own trusts)
235K → 364Kunvested awards, start → end
Held throughShare classOct 9, 2025Oct 9, 2026
DirectSouthern Company Common Stock19,90119,901
Pedro Cherry
i
Minor difference of 195 shares. Small increase from a 401(k) plan. Small increase from a 401(k) plan.
Chairman, President & CEO, MPC
15K022Kno sales
Vesting, gifts, unvested awards and holding lines for Pedro Cherry
+2.5Kshares vested or exercised
0gifted (net of own trusts)
−5.3Kwithheld by the company for taxes
3.7K → 2.5Kunvested awards, start → end
  • Small increase from a 401(k) plan. Filing
Held throughShare classOct 9, 2025Oct 9, 2026
DirectSouthern Company Common Stock06,820
401(k)Southern Company Common Stock15,09515,290

Reconciliation: minor difference of 195 shares. Small increase from a 401(k) plan.

Peter Sena III
Chairman,President & CEO, SNC
15K−4.3K27K+80%
Vesting, gifts, unvested awards and holding lines for Peter Sena III
+6.5Kshares vested or exercised
0gifted (net of own trusts)
−13Kwithheld by the company for taxes
13K → 14Kunvested awards, start → end
Held throughShare classOct 9, 2025Oct 9, 2026
DirectSouthern Company Common Stock14,99926,935
William Smith Jr.
i
Additional holdings last reported more than 3 years ago are shown separately and excluded from totals.
Director
12K012Kno sales
Vesting, gifts, unvested awards and holding lines for William Smith Jr.
0shares vested or exercised
0gifted (net of own trusts)
1.19M → 1.84Munvested awards, start → end
  • Additional holdings last reported more than 3 years ago are shown separately and excluded from totals.
Held throughShare classOct 9, 2025Oct 9, 2026
DirectSouthern Company Common Stock10,36610,366
SpouseSouthern Company Common Stock1,4531,453

Additional holdings last reported May 5, 2015, not confirmed since: 962 shares. Not included in any total or percentage on this page.

Matthew Kim
!
Holdings couldn't be fully reconciled. Balance changed without a matching transaction, and the footnote does not state the amount: +2,014 shares on Feb 11, 2026 (Direct). See the filing Sales and other transactions for Matthew Kim are complete.
Comptroller
n/a−7.1Kn/an/a
Vesting, gifts, unvested awards and holding lines for Matthew Kim
+1.1Kshares vested or exercised
0gifted (net of own trusts)
−2.6Kwithheld by the company for taxes
2.2K → 2.2Kunvested awards, start → end

Holdings couldn't be fully reconciled. Balance changed without a matching transaction, and the footnote does not state the amount: +2,014 shares on Feb 11, 2026 (Direct). The balances below are as reported, not verified totals.

Held throughShare classOct 9, 2025Oct 9, 2026
DirectSouthern Company Common Stock9,0094,888
401(k)Southern Company Common Stock2,8041,222
John Turner Jr.
Director
1K01Kno sales
Vesting, gifts, unvested awards and holding lines for John Turner Jr.
0shares vested or exercised
0gifted (net of own trusts)
911 → 13Kunvested awards, start → end
Held throughShare classOct 9, 2025Oct 9, 2026
DirectSouthern Company Common Stock1,0001,000
John Johns
Director
7300730no sales
Vesting, gifts, unvested awards and holding lines for John Johns
0shares vested or exercised
0gifted (net of own trusts)
643K → 908Kunvested awards, start → end
Held throughShare classOct 9, 2025Oct 9, 2026
DirectSouthern Company Common Stock6060
SpouseSouthern Company Common Stock670670
Lizanne Thomas
Director
7000700no sales
Vesting, gifts, unvested awards and holding lines for Lizanne Thomas
0shares vested or exercised
0gifted (net of own trusts)
35K → 65Kunvested awards, start → end
Held throughShare classOct 9, 2025Oct 9, 2026
DirectSouthern Company Common Stock700700
David Grain
Director
5000500no sales
Vesting, gifts, unvested awards and holding lines for David Grain
0shares vested or exercised
0gifted (net of own trusts)
615K → 960Kunvested awards, start → end
Held throughShare classOct 9, 2025Oct 9, 2026
DirectSouthern Company Common Stock500500

24 of 26 insiders fully reconciled: starting holdings plus reported transactions match ending holdings (15 exactly, 9 with a minor or footnoted difference). For 2 we show sales but not holdings; the ! icon on their rows explains why. Percentages cover 18 of 26 officers and directors. Left out: Anthony Earley Jr. and Matthew Kim (holdings couldn't be fully reconciled); Donald James, Dale Klein, Janaki Akella, Kristine Svinicki, David Meador and James Etheredge (held no vested shares at the start). "Still held" compares ending with starting vested shares; a plus sign means the holding grew.

What explains the selling$5.6M of sales by plan status, purpose, seller and month

Officer and director open-market sales: $5.6M across 58,891 shares. Plan status and stated purpose are separate questions, and a sale can have both.

By plan status

The lighter segment is sales with no plan disclosed in the filing ($768K), including tax-related sales outside a plan.

No plan disclosed · $768K

Sales with no 10b5-1 plan and no tax reference in the filing. $644K of it is Christopher Cummiskey. No plan disclosed is a statement about the filing, not about why the sale happened. Largest such sale: Christopher Cummiskey, Mar 19, 2026

Taxes

277,534 shares ($25.2M) were withheld by the company for taxes, which isn't a market sale.

Charitable gifts · 36K shares

Gifts the filings describe as charitable. Gifts are not sales and are not included in the sale totals.

SellerShares soldProceedsUnder a disclosed planShare of totalSales dates
Kimberly Greene
Chairman, President & CEO, GPC
25K$2.4M100%43%Mar 30, 2026 to Mar 30, 2026
Stan Connally
EVP & COO
13K$1.2M100%22%Mar 18, 2026 to Mar 18, 2026
Matthew Kim
Comptroller
7.1K$667K81%12%Feb 24, 2026 to Oct 1, 2026
Christopher Cummiskey
EVP
6.7K$644K0%11%Mar 19, 2026 to Mar 19, 2026
Peter Sena III
Chairman,President & CEO, SNC
4.3K$378K100%7%Sep 3, 2026 to Sep 3, 2026
Sterling Spainhour Jr.
EVP & CLO
3.3K$313K100%6%Aug 6, 2026 to Aug 6, 2026

Sales by month

MonthSale proceedsDisclosed planTo cover taxesNo plan disclosed
Oct 2025$0$0$0$0
Nov 2025$0$0$0$0
Dec 2025$0$0$0$0
Jan 2026$0$0$0$0
Feb 2026$487K$487K$0$0
Mar 2026$4.3M$3.6M$0$644K
Apr 2026$0$0$0$0
May 2026$10K$10K$0$0
Jun 2026$9K$9K$0$0
Jul 2026$10K$10K$0$0
Aug 2026$323K$323K$0$0
Sep 2026$511K$387K$0$124K
Oct 2026$8K$8K$0$0
Is this normal? Selling year by year5 earlier years to compare with

Less than usual: about one-fifth of the 5-year average. 6 insiders sold; the average is 8 a year.

12 months endingShares soldInsiders who soldProceeds
Oct 9, 2026
Latest 12 months
59K6$5.6M
Oct 9, 2025
1 year earlier
138K8$12.5M
Oct 9, 2024
2 years earlier
139K9$10.6M
Oct 10, 2023
3 years earlier
346K7$24.7M
Oct 10, 2022
4 years earlier
593K9$42.6M
Oct 10, 2021
5 years earlier
271K8$17.6M

Open-market sales (Form 4 code S) by people who were officers or directors, in split-adjusted shares. Earlier years include people who have since left. A sale that an outside holder also reports (a family trust, a fund) is counted with outside holders in every year. Shares, not dollars, are compared, so a change in the stock price doesn't look like a change in selling. Years the filings don't fully cover are shown but left out of the average.

Known gaps and uncertainty2 insiders whose holdings couldn't be fully reconciled

Anthony Earley Jr.: holdings couldn't be fully reconciled (difference of 1,261 shares). Balance changed without a matching transaction, and the footnote does not state the amount: +1,261 shares on Feb 26, 2026 (Direct). Filing, Feb 26, 2026

Footnote: "Represents the charitable donation of shares to a donor advised fund."

Matthew Kim: holdings couldn't be fully reconciled (difference of -1,504 shares). Balance changed without a matching transaction, and the footnote does not state the amount: +2,014 shares on Feb 11, 2026 (Direct). Filing, Feb 11, 2026

Footnote: "Shares withheld to satisfy required state and federal tax withholding requirements."

James Kerr II: minor difference of 2,013 shares. Small increase from a 401(k) plan.

Stan Connally: minor difference of 624 shares. Difference is under 0.5% of holdings.

Christopher Womack: minor difference of 118 shares. Footnotes say what happened but give no amount, so the amounts are derived from the balance changes: 14.275 shares from stock units or awards that vested.

David Poroch: minor difference of 391 shares. Small increase from a 401(k) plan.

Christopher Cummiskey: minor difference of 194 shares. Small increase from a 401(k) plan.

Sloane Drake: minor difference of 344 shares. Small increase from a 401(k) plan.

Sterling Spainhour Jr.: minor difference of 484 shares. Small increase from a 401(k) plan.

James Peoples: minor difference of 910 shares. Small increase from a 401(k) plan.

Pedro Cherry: minor difference of 195 shares. Small increase from a 401(k) plan.

Inferred rename: "401(K)" is treated as the same holder as "401(k) trust", because the old name was never reported again and the new one opened with the same balance (0 shares). Old name, new name

Inferred rename: "401K" is treated as the same holder as "401(k)", because the old name was never reported again and the new one opened with the same balance (0 shares). Old name, new name

Inferred rename: "401(k) Trust" is treated as the same holder as "401(k)", because the old name was never reported again and the new one opened with the same balance (0 shares). Old name, new name

Inferred rename: "401K" is treated as the same holder as "401(k)", because the old name was never reported again and the new one opened with the same balance (0 shares). Old name, new name

Inferred rename: "401(k) Trustee" is treated as the same holder as "401K", because the old name was never reported again and the new one opened with the same balance (22,462 shares). Old name, new name

Inferred rename: "401K" is treated as the same holder as "401(k)", because the old name was never reported again and the new one opened with the same balance (0 shares). Old name, new name

Inferred rename: "401K" is treated as the same holder as "401(k)", because the old name was never reported again and the new one opened with the same balance (0 shares). Old name, new name

Inferred rename: "401K" is treated as the same holder as "401(k)", because the old name was never reported again and the new one opened with the same balance (0 shares). Old name, new name

Inferred rename: "401K" is treated as the same holder as "401(k)", because the old name was never reported again and the new one opened with the same balance (0 shares). Old name, new name

Inferred rename: "401K" is treated as the same holder as "401(k)", because the old name was never reported again and the new one opened with the same balance (0 shares). Old name, new name

Inferred rename: "401K" is treated as the same holder as "401(k)", because the old name was never reported again and the new one opened with the same balance (0 shares). Old name, new name

External context: we only cite outside events when a documented connection exists. None is shown for this period.

Sources and methodology3,571 filings from SEC EDGAR, and how we read them

All 3,571 Forms 3, 4 and 5 filed for Southern Company (SEC CIK 92122) from May 9, 2003 to Oct 5, 2026, retrieved from SEC EDGAR on Oct 9, 2026. Prices are the ones reported in each filing, often weighted averages.

Holdings. Each holding line (a share class plus an owner, such as a trust or LLC) carries its last reported balance forward. Entities first reported during the period start at zero, so transfers between an insider's own trusts don't count as selling. Lines not reported for three years or more are listed separately and left out of totals.

Sales. A sale counts as under a 10b5-1 plan if its footnote cites one or the filing's Rule 10b5-1 box is checked, and as tax-related if its footnote cites tax obligations or sell-to-cover. Shares withheld by the company for taxes are listed separately. Sales with neither attribute are labeled "no plan disclosed".

Full methodology

Former or inactive filers (52)No filing in 18 months; last reported balances, not in any total
NameLast filedLast reported balance
Henry Clark IIIApr 3, 20252,000 shares, last reported balance as of Mar 5, 2019
Martin DavisMar 4, 2025102,090 shares, last reported balance as of Mar 3, 2025
Anthony WilsonFeb 18, 2025121,562 shares, last reported balance as of Feb 13, 2025
Daniel TuckerFeb 18, 202578,028 shares, last reported balance as of Feb 13, 2025
Jenner Wood IIIApr 5, 20245,000 shares, last reported balance as of May 23, 2014
Ernest MonizApr 5, 20243,500 shares, last reported balance as of May 4, 2020
Stephen KuczynskiMar 12, 2024126,528 shares, last reported balance as of Mar 11, 2024
Colette HonorableJul 3, 2023No balance on record
Thomas FanningJun 12, 2023932,585 shares, last reported balance as of Jun 9, 2023
Ann DaissFeb 15, 202324,720 shares, last reported balance as of Feb 13, 2023
Juanita BarancoApr 4, 2022No balance on record
Mark CrosswhiteFeb 15, 2022210,356 shares, last reported balance as of Feb 13, 2022
Jon BosciaApr 2, 202159,000 shares, last reported balance as of Jul 29, 2010
Steven SpeckerApr 2, 2021No balance on record
William BowersMar 2, 2021230,243 shares, last reported balance as of Feb 27, 2021
Mark LantripMar 2, 202178,113 shares, last reported balance as of Feb 27, 2021
Andrew EvansMar 2, 2021192,553 shares, last reported balance as of Feb 27, 2021
Larry ThompsonApr 2, 202012,227 shares, last reported balance as of Dec 1, 2014
Veronica HagenMay 20, 2019No balance on record
Linda HudsonJan 7, 2019376 shares, last reported balance as of May 1, 2015
Warren Hood Jr.Apr 3, 2018No balance on record
Art BeattieFeb 14, 201850,051 shares, last reported balance as of Feb 12, 2018
Nancy SykesFeb 14, 20183,863 shares, last reported balance as of Feb 12, 2018
Edison HollandJan 14, 201543,367 shares, last reported balance as of Jan 12, 2015
William Habermeyer Jr.May 1, 2014No balance on record
Charles McCraryFeb 11, 201437,697 shares, last reported balance as of Jan 13, 2014
Ron HinsonMar 7, 201319,430 shares, last reported balance as of Mar 6, 2013
Susan StoryMar 7, 201315,004 shares, last reported balance as of Mar 6, 2013
Ed DayFeb 13, 20139,117 shares, last reported balance as of Jan 14, 2013
Anthony TopaziJun 8, 201216,118 shares, last reported balance as of Jun 7, 2012
Neal PurcellMay 2, 201210,224 shares, last reported balance as of May 26, 2009
James Miller IIIMay 12, 20116,783 shares, last reported balance as of May 11, 2011
Alan MartinSep 23, 20106,311 shares, last reported balance as of Sep 22, 2010
Gerald St PeMay 4, 201054,274 shares, last reported balance as of Aug 10, 2007
Thomas ChapmanMay 4, 2010No balance on record
David RatcliffeApr 29, 201020,010 shares, last reported balance as of Apr 28, 2010
Michael GarrettFeb 16, 20104,190 shares, last reported balance as of Nov 21, 2007
Francis BlakeOct 2, 2009200 shares, last reported balance as of May 26, 2004
Barnie BeasleySep 19, 200821,390 shares, last reported balance as of Sep 18, 2008
Dorrit BernJul 2, 2008No balance on record
Anthony JamesFeb 1, 200814,484 shares, last reported balance as of Oct 27, 2006
Andrew DearmanDec 11, 200714,555 shares, last reported balance as of Dec 10, 2007
Zack PateJul 3, 2007No balance on record
Jimmy TallentMay 17, 2007No balance on record
Dwight EvansApr 30, 200717,241 shares, last reported balance as of Apr 27, 2007
Daniel AmosMar 2, 2006No balance on record
Bruce GordonMar 2, 2006No balance on record
Dean HudsonFeb 27, 200648,453 shares, last reported balance as of Sep 16, 2005
Leonard HaynesMay 16, 20056,515 shares, last reported balance as of May 13, 2005
William HairstonOct 29, 200448,193 shares, last reported balance as of Oct 27, 2004
Allen FranklinFeb 18, 2004No balance on record
HARDMAN L G IIIOct 1, 2003No balance on record

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