Welcome to our dedicated page for Southern 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.
The Southern Company (SO) files a broad range of documents with the U.S. Securities and Exchange Commission that provide detailed insight into its operations, capital structure and regulatory environment. As a holding company for electric utilities, natural gas distribution companies and related energy businesses, its SEC filings cover topics such as rate regulation, generation resource planning, financing transactions and corporate governance. On this page, investors can review these filings alongside AI-generated summaries that explain key points in accessible language.
Among the most informative documents are Form 10-K annual reports and Form 10-Q quarterly reports, which describe Southern Company’s electric operating companies in three states, its natural gas distribution companies in four states and its competitive and infrastructure businesses. These filings also discuss regulatory frameworks, integrated resource plans and risk factors relevant to nuclear generation, natural gas supply, environmental compliance and capital spending.
Form 8-K current reports are especially important for tracking material events. Recent 8-Ks describe settlement agreements between Georgia Power and the Georgia Public Service Commission’s Public Interest Advocacy Staff regarding certification of thousands of megawatts of new resources and multi-year rate plans. Other 8-Ks detail the issuance of equity units, the structure of stock purchase contracts and remarketable senior notes, and changes in senior leadership. AI tools on this page highlight the sections that address projected capital investments, rate mechanisms and financing terms.
Investors interested in Southern Company’s capital structure can also examine filings related to its various series of junior subordinated notes and other securities listed on the New York Stock Exchange. While insider transaction reports such as Form 4 are not detailed in the provided materials, this page is designed to surface such filings when available and summarize reported insider purchases or sales. By combining real-time EDGAR updates with AI-powered analysis, the SEC filings page helps users quickly locate 10-Ks, 10-Qs, 8-Ks and other key documents for The Southern Company and understand their implications for the company’s utilities and energy businesses.
Southern Company officer Peter P. Sena III reported several equity compensation transactions tied to performance awards. On February 11, 2026, he acquired 22,698 shares of Southern Company common stock at $0 upon vesting of performance share units for the 2023–2025 award, and 2,311 shares upon vesting of performance restricted stock units granted on February 5, 2025. To cover state and federal tax withholding, the company withheld 10,067 shares and 1,026 shares at a value of $90.86 per share. After these transactions, he directly held 30,805 shares of common stock and 4,469 performance restricted stock units, with remaining units scheduled to vest in 2027 and 2028.
Kerr, II James Y reported multiple insider transaction types in a Form 4 filing for SO. The filing lists transactions totaling 71,314 shares at a weighted average price of $90.86 per share. Following the reported transactions, holdings were 5,472 shares.
Spainhour Sterling A Jr. reported multiple insider transaction types in a Form 4 filing for SO. The filing lists transactions totaling 50,384 shares at a weighted average price of $90.86 per share. Following the reported transactions, holdings were 4,884 shares.
Southern Company Chairman, President & CEO Kimberly S. Greene reported multiple equity transactions on February 11, 2026. She acquired 51,855 shares of Southern Company common stock at $0 upon vesting of performance share units for the 2023–2025 award period, bringing her direct holdings to 150,000 shares.
On the same date, performance-based restricted stock units vested, including the exercise of 3,240 performance restricted stock units and acquisition of 3,350 shares of common stock at $0. To cover state and federal tax withholding obligations from these awards, 23,097 shares and 1,651 shares were disposed of at $90.86 per share.
Drake Sloane N reported multiple insider transaction types in a Form 4 filing for SO. The filing lists transactions totaling 29,539 shares at a weighted average price of $90.86 per share. Following the reported transactions, holdings were 2,591 shares.
Southern Company officer James Jeffrey Peoples reported several equity award and tax-withholding transactions in company stock dated February 11, 2026. He acquired 41,770 shares of common stock at $0 as a performance share award for the 2023–2025 program, and 2,929 shares upon vesting of performance restricted stock units granted in February 2025. To cover state and federal tax obligations, 18,526 shares and 1,438 shares were withheld at a price of $90.86 per share. After these transactions, he directly held 42,140 common shares, 5,666 performance restricted stock units, and indirectly held 9,379.5578 shares through a 401(k) plan.
Southern Company EVP Bryan D. Anderson reported equity compensation activity tied to performance awards. On February 11, 2026, he acquired 26,326 shares of Southern Company common stock at $0 per share upon vesting of performance share units for the 2023–2025 award period, including dividend equivalents.
He also acquired 1,716 shares through vesting of the first one-third of performance restricted stock units granted on February 5, 2025, following performance certification the same day. To cover required state and federal taxes, 13,190 and 941 shares were disposed of at $90.86 per share through tax-withholding transactions. After these entries, he directly holds 67,389 shares of common stock and 3,319 performance restricted stock units.
Southern Company executive Christopher Cummiskey, an EVP, reported multiple equity compensation transactions dated February 11, 2026. He acquired 22,178 Southern Company common shares at $0 through vesting of performance share units for the 2023–2025 award, and another 1,490 shares from performance restricted stock units.
To cover tax obligations, he disposed of 9,880 shares and 738 shares at $90.86 per share via tax-withholding transactions. After these movements, he directly owns about 37,469.4417 common shares, holds 2,880 performance restricted stock units, and indirectly holds 5,857.0111 shares in a 401(k) account.
Southern Company executive vice president and COO Stan W. Connally, Jr. reported multiple equity compensation events tied to performance awards. He acquired 41,031 shares of Southern Company common stock at $0 upon vesting of performance share units for the 2023–2025 award cycle, and 2,369 additional shares at $0 from the first third of a performance restricted stock unit grant originally awarded on February 5, 2025.
To cover state and federal tax withholding on these vestings, 18,199 shares and 1,163 shares were withheld at a price of $90.86 per share. After these transactions, Connally directly holds 173,981 shares of common stock and 4,581 performance restricted stock units, with a further 15,539.454 shares held indirectly through a 401(k) plan. The remaining restricted stock units are scheduled to vest in two equal parts in 2027 and 2028, with additional units credited via deemed dividends.
Southern Company executive Sloane N. Drake reported equity compensation activity involving Southern Company Common Stock. On February 6, 2026, the final half of a February 6, 2023 restricted stock unit award vested, converting 3,314 restricted stock units into common shares, including dividend equivalents.
As part of this vesting, 3,698 shares of Southern Company Common Stock were acquired at an exercise price of $0, and 1,649 shares were withheld at a price of $90.8 to cover state and federal tax obligations. Following these transactions, Drake directly beneficially owned 27,312 shares of Southern Company Common Stock and indirectly held 2,589.5985 shares through a 401(k) plan.