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 EVP & CFO David P. Poroch reported equity award activity on February 5, 2026. A portion of his restricted stock units vested, resulting in the acquisition of 585 shares of Southern Company common stock, including 19 dividend-equivalent units, at an exercise price of $0 per share.
To cover required state and federal taxes, 160 shares were withheld at a price of $91.08 per share. After these transactions, Poroch directly holds 41,329 common shares, plus an indirect holding of 5,477.2898 shares in a 401(k) plan and 1,130 restricted stock units that remain outstanding.
Southern Company executive Pedro P. Cherry reported routine equity-related transactions. On February 5, 2026, 550 shares of Southern Company common stock were acquired upon vesting of the first one-third of a restricted stock unit grant from February 5, 2025, including 19 dividend equivalent units. On the same date, 226 shares were withheld at $91.08 per share to cover state and federal tax withholding, leaving 1,148 directly held common shares. Cherry also reported indirect ownership of 15,289.923 shares through a 401(k) plan and 1,061 restricted stock units remaining, with the rest of the award scheduled to vest in 2027 and 2028.
Southern Company comptroller Matthew M. Kim reported routine equity compensation activity involving restricted stock units and common shares. On February 5, 2026, 292 Southern Company common shares were acquired at $0 upon vesting of the first third of a prior restricted stock unit grant, including 10 dividend-equivalent units. To cover state and federal tax withholding, 146 shares were surrendered at $91.08 per share, leaving 9,575 common shares held directly and 1,192.7661 shares held indirectly in a 401(k). Kim also continues to hold 562 restricted stock units after the transaction, with remaining portions of the award scheduled to vest in 2027 and 2028.
Southern Company EVP & COO Stan W. Connally Jr. reported routine equity compensation activity involving performance restricted stock units and common stock. On January 31, 2026, 2,634 shares of Southern Company common stock were acquired at $0 upon vesting of the second one-third of a January 31, 2024 award, followed by 1,107 shares withheld at $89.31 to cover taxes. On February 1, 2026, 2,639 shares were acquired at $0 upon vesting of the final one-third of a February 1, 2023 award, with 1,229 shares withheld at $89.31 for tax obligations.
These transactions reflect the exercise and settlement of performance restricted stock units, not open-market purchases. After the reported transactions, Connally directly held 149,943 Southern Company common shares and indirectly held 15,381.7755 shares through a 401(k) plan.
Southern Company EVP Christopher Cummiskey reported routine equity compensation activity involving performance-based restricted stock units and common stock. On January 31, 2026, 1,794 shares of Southern Company common stock were acquired upon vesting of the second one-third of a January 31, 2024 performance RSU grant, including dividend equivalents, and 758 shares were withheld to cover tax obligations, leaving 23,538.4417 directly held shares.
On February 1, 2026, 1,715 additional shares were acquired upon vesting of the final one-third of a February 1, 2023 performance RSU grant, including dividend equivalents, with 834 shares withheld for taxes, bringing direct ownership to 24,419.4417 shares. The filing also shows 5,806.1007 common shares held indirectly in a 401(k) plan and 1,674 performance RSUs remaining from the January 31, 2024 grant.
Southern Company executive Pedro P. Cherry reported routine equity award activity. On January 31, 2026, 745 shares of Southern Company common stock were acquired at $0 upon vesting of restricted stock units, with 306 shares withheld at $89.31 to cover taxes. On February 1, 2026, 751 additional shares were acquired at $0 from performance restricted stock units, with 366 shares withheld at $89.31 for tax obligations. Following these transactions, Cherry held 824 shares directly and 15,289.923 shares indirectly through a 401(k), reflecting ongoing compensation and tax-settlement mechanics rather than open-market trading.
Southern Company Chairman, President & CEO Peter P. Sena III reported routine equity vesting and related tax withholding transactions. On January 31, 2026, 1,754 Southern Company common shares were acquired upon vesting of restricted stock units granted on January 31, 2024, and 840 shares were withheld at $89.31 per share for taxes. On February 1, 2026, 1,756 shares were acquired upon vesting of performance-based restricted stock units granted on February 1, 2023, and 780 shares were withheld at $89.31 per share for taxes. Following these transactions, Sena directly owned 16,889 Southern Company common shares and 1,636 restricted stock units.
Southern Company EVP & CFO David P. Poroch reported routine equity compensation activity involving restricted stock units and related tax withholding. On April 30, 2025, 58 Southern Company common shares were acquired from RSU vesting and an equal 58 shares were delivered to the company to cover FICA obligations.
On January 31, 2026, 725 shares were acquired upon vesting of restricted stock units granted in 2024 and 198 shares were withheld for state and federal taxes. On February 1, 2026, 731 shares were acquired from performance-based RSUs granted in 2023, with 256 shares withheld for income taxes. After these transactions, Poroch directly held about 40,904 Southern Company common shares plus additional units and shares in benefit plans.
Southern Company EVP & CLO Sterling A. Spainhour Jr. reported equity compensation vesting and related tax withholding transactions in Southern Company common stock. On January 31, 2026, 2,755 shares were acquired upon vesting of performance restricted stock units, with 1,291 shares withheld to cover state and federal taxes at $89.31 per share.
On February 1, 2026, a further 2,371 shares were acquired upon vesting of additional performance restricted stock units, with 1,058 shares withheld for taxes at $89.31 per share. Following these transactions, Spainhour directly owned 20,159 common shares and indirectly held 6,876.2341 shares through a 401(k) plan, and held 2,571 performance restricted stock units that are scheduled to vest in 2027.
Southern Company insider James Jeffrey Peoples, Chairman, President & CEO of APC, reported the vesting of performance-based restricted stock units and related share withholding for taxes. On January 31, 2026, 3,380 Southern Company common shares were acquired upon vesting, tied to a 2024 performance award, while 1,420 shares were withheld to satisfy tax obligations at $89.31 per share. On February 1, 2026, 3,231 additional shares were acquired from the final third of a 2023 performance award, and 1,493 shares were withheld for taxes at $89.31 per share. Following these transactions, Peoples directly held 17,405 Southern Company common shares and indirectly held 9,200.6106 shares through a 401(k) account.