Welcome to our dedicated page for SOUTHERN CO SEC filings (Ticker: SO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on SOUTHERN CO's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into SOUTHERN CO's regulatory disclosures and financial reporting.
David E. Meador, a director of Southern Company (SO), reported an acquisition of deferred stock units under the companys Deferred Compensation Plan. On 10/01/2025 he was issued 764.7679 Deferred Stock Units at a reported price of $0. The units are payable in Southern Company common stock only upon termination of service and there is no exercise or expiration date. Following the transaction the filing shows 7,489.9196 shares beneficially owned (direct).
Dale E. Klein, a director of Southern Company (SO), reported an acquisition under Form 4. On 10/01/2025 he was credited with 448.3122 deferred stock units under Southern's Deferred Compensation Plan; these units are payable in Southern common stock only upon termination and have no exercise or expiration date. The filing shows 55,464.6374 shares beneficially owned by Mr. Klein following the transaction. The Form 4 was signed on behalf of Mr. Klein by an attorney-in-fact on 10/02/2025.
Southern Company director Donald M. James reported on Form 4 the acquisition of 448.3122 deferred stock units under the company’s Deferred Compensation Plan, with a per-share reference price of $94.80. The filing shows these units are payable in Southern Company common stock only upon termination and have no exercise or expiration date. After the transaction, Mr. James is reported to beneficially own 199,063.1309 shares of Southern Company common stock, held directly. The Form 4 was signed by an attorney-in-fact on behalf of the reporting person.
Thomas Lizanne, a director of Southern Company (SO), reported an acquisition of deferred stock units under the companys Deferred Compensation Plan on 10/01/2025. The filing shows 448.3122 deferred stock units were acquired, which are payable in Southern Company common stock only upon termination and have no exercise or expiration date. The report lists 6,140.1512 shares beneficially owned following the transaction. The Form 4 was signed by an attorney-in-fact on behalf of Lizanne on 10/02/2025.
James O. Etheredge, a director of Southern Company (SO), acquired 448.3122 deferred stock units on 10/01/2025 under the company's Deferred Compensation Plan. The units are payable in Southern Company common stock only upon termination and have no exercise or expiration date. The filing reports a per-share amount/value of $94.8 associated with the deferred stock units. After this acquisition, Etheredge beneficially owns 1,383.0641 shares (directly).
SOUTHERN CO (SO) director Shantella E. Cooper acquired 764.7679 deferred stock units on 10/01/2025 under Southern's Deferred Compensation Plan. These units are payable in Southern Company common stock only upon termination and have no exercise or expiration date; the Form 4 shows a $0 per-unit conversion price. After the reported acquisition, Ms. Cooper is shown as beneficially owning 30,387.8546 shares of Southern common stock. The filing was signed on behalf of Ms. Cooper by an attorney-in-fact on 10/02/2025.
SOUTHERN CO (SO) insider sale: Bryan D. Anderson, Executive Vice President, reported a sale of 6,206 shares of Southern Company common stock on 09/30/2025 at a reported price of $93.83 per share. After the transaction he is listed as beneficially owning 51,455 shares. The Form 4 was signed by an attorney-in-fact on 10/01/2025.
Form 144 notice filed for Southern Company (SO) proposing the sale of 6,206 common shares through Merrill Lynch in New York with an aggregate market value of $582,308.98. The filing lists an approximate sale date of 09/30/2025 and shows 1,100,047,407 shares outstanding, indicating the proposed sale is a small fraction of total equity. The shares to be sold were acquired through restricted stock vesting and performance stock unit vesting on multiple dates in 2023 and 2024, with the largest individual lots noted as 1,617 and 985 shares. The filer represents they have no undisclosed material adverse information and no securities were sold in the past three months per the notice.
John M. Turner Jr. filed an initial Form 3 reporting ownership of 1,000 shares of Southern Company common stock (ticker: SO). The filing, dated 09/01/2025 for the event and signed on 09/02/2025, shows the shares are directly owned. Turner is identified as a director of Southern Company. No derivative securities or additional holdings are reported in this filing.
Matthew M. Kim, who is listed as an officer (Comptroller) and director of The Southern Company (SO), filed an initial Form 3 reporting his beneficial ownership in Southern Company securities.
He directly owns 9,009 shares of Southern Company common stock and indirectly holds 2,803.97 shares through a 401(k). The filing also discloses derivative/award-based holdings: Restricted Stock Units and Phantom Stock Units totaling 2,153.75 underlying shares (635; 308; 366.75; 844) with specified vesting schedules, including grants from 2023, 2024 and 2025.