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SOUTHERN CO (SO) SEC Filings, Jun-Jul 2026

SO NYSE

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 SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into SOUTHERN CO's regulatory disclosures and financial reporting.

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Southern Co director John M. Turner Jr. received 801.619 deferred stock units as part of his quarterly cash and equity retainers under the company’s 2021 Equity and Incentive Compensation Plan. Each deferred stock unit represents the right to receive one share of Southern Company common stock.

The retainers were deferred into the Deferred Compensation Plan for Outside Directors, which also credits additional units through a dividend reinvestment feature. After this grant, Turner holds a total of 3,416.6575 deferred stock units, which will be settled in shares of common stock after his board service ends, with no exercise or expiration date.

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Southern Company director Lizanne Thomas received a grant of deferred stock units as part of her quarterly director equity retainer. She was awarded 473.0866 deferred stock units, each representing the right to receive one share of Southern Company common stock, based on a reference price of $95.12 per unit. Following this award, her reported balance increased to 7,757.6864 deferred stock units, including units accumulated through the plan’s dividend reinvestment feature. These units are deferred compensation under the company’s equity and incentive compensation plans and will be settled in common shares after her service on the Board ends, with no set exercise or expiration date.

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Southern Co director Kristine L. Svinicki received an award of 473.0866 deferred stock units on July 1, 2026 as her quarterly director equity retainer under the Southern Company 2021 Equity and Incentive Compensation Plan.

The grant is deferred under the Deferred Compensation Plan for Outside Directors. Each deferred stock unit represents the right to receive one share of Southern Company common stock, generally settled after her Board service ends. Including units acquired through dividend reinvestment, she now holds a total of 11,597.0696 deferred stock units.

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Southern Company director John D. Johns received an award of 473.0866 deferred stock units as part of his quarterly director equity retainer. The units were granted at a reference value of $95.12 per unit and increase his direct holdings of deferred stock units to 88,550.8618 units.

These deferred stock units are granted under the Southern Company 2021 Equity and Incentive Compensation Plan and are deferred pursuant to the Deferred Compensation Plan for Outside Directors. Each unit represents the right to receive one share of Southern Company common stock, generally settled after his service on the board ends, with no exercise or expiration date.

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Akella Janaki reported acquisition or exercise transactions in this Form 4 filing.

Southern Company director Janaki Akella received a grant of 473.0866 deferred stock units as a quarterly director equity retainer, valued at $95.12 per unit. These units, which each represent one share of common stock, are deferred until after board service ends, bringing total deferred holdings to 21,178.9803 units.

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Etheredge James O reported acquisition or exercise transactions in this Form 4 filing.

Southern Co director James O. Etheredge reported a routine equity compensation grant. He received 473.0866 deferred stock units as part of his quarterly director equity retainer under The Southern Company 2021 Equity and Incentive Compensation Plan. Each unit represents the right to receive one share of Southern Company common stock, to be settled after his Board service ends. Following this grant and related dividend reinvestment, his deferred stock unit balance stands at 2,882.7775 units held directly.

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The Southern Company (SO) reporting a proposed sale of 100 shares of Common Stock under a Form 144 notice tied to a performance stock vest dated 02/07/2024, described as a compensatory payment. The filing lists two prior reported dispositions by Matthew Kim: 100 shares on 05/01/2026 and 100 shares on 06/01/2026.

This filing is a notice of intent to sell by an affiliate under Form 144 and records recent small dispositions; it does not state proceeds, price, or whether sales were executed on exchange or privately.

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Southern Co executive Peter P. Sena III reported routine equity compensation activity. On June 28, 2026, he acquired 667 performance restricted stock units, representing the second one‑third of an award originally granted on June 28, 2024, including 45 dividend equivalent units. A portion of the resulting common shares, 316 shares, was withheld to satisfy required state and federal tax withholding obligations, rather than sold in the open market. These transactions reflect vesting and tax payments, not discretionary open‑market buying or selling.

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The Southern Company is offering up to 50,000,000 shares of its common stock through an equity distribution agreement that permits sales through sales agents and related forward sale structures, including initially priced forward transactions and collared forward transactions. The offering contemplates “at‑the‑market” sales and forward arrangements under which the Company may not initially receive proceeds when borrowed shares are sold by forward sellers; proceeds to the Company are expected upon physical settlement of certain forward transactions or on settlement dates specified in applicable forward sale agreements. The Company will pay sales commissions up to 1.00% and estimates offering expenses of approximately $740,000. The prospectus supplement discloses settlement mechanics, adjustment features (including dividend and interest‑rate related adjustments), acceleration and termination rights for forward purchasers, and potential dilution upon physical or net share settlement.

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The Southern Company established an equity distribution program allowing the sale of up to 50,000,000 shares of common stock under a new Equity Distribution Agreement. Shares may be sold from time to time through multiple sales agents, either as agents or principals, and via forward and collared forward sale agreements with designated forward purchasers.

The company will receive cash when it sells shares directly or upon physical settlement of forward transactions, while it will not initially receive proceeds from the sale of borrowed shares used to hedge these forwards. Sales agents and forward sellers may earn commissions of up to 1.00% of the share sale price. All shares are registered on an existing shelf registration statement.

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FAQ

How many SOUTHERN CO (SO) SEC filings are available on StockTitan?

StockTitan tracks 164 SEC filings for SOUTHERN CO (SO), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for SOUTHERN CO (SO)?

The most recent SEC filing for SOUTHERN CO (SO) was filed on July 2, 2026.