Form 4: Southern Co. CEO Gifts Shares to Charity

Southern Company's Chairman, President & CEO, GAS, James Y. Kerr II, reported gifting a total of 18,100 shares of common stock to a charitable organization.

Summary

• James Y. Kerr II, Chairman, President & CEO, GAS of Southern Company, reported two transactions involving the disposition of common stock.
• On December 3, 2025, 11,300 shares of Southern Company Common Stock were disposed of as a bona fide gift to a charitable organization.
• On the same date, an additional 6,800 shares of Southern Company Common Stock were disposed of, also as a bona fide gift to a charitable organization.
• Following these transactions, direct beneficial ownership stands at 152,952 shares.
• Indirect beneficial ownership through a 401(k) plan remains at 34,381.9678 shares.

Sentiment

Score: 5

Explanation: The filing reports a routine insider transaction (gift of shares) and does not contain information directly impacting the company's operational or financial performance.

Future Outlook

NA

Industry Context

NA

Key Dates

Recommendation

This Form 4 filing reports a routine insider gift of shares and does not provide new information that would alter the fundamental investment thesis for Southern Company. The transaction is a personal charitable act by an executive and does not reflect on the company's operational performance or future outlook.

Keywords

Southern Company, SO, James Y. Kerr II, Insider Transaction, Form 4, Stock Gift, Charitable Donation, Executive Ownership