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 Bryan D. Anderson reported routine equity award activity. On January 31, 2026 and February 1, 2026, performance restricted stock units vested and were settled into Southern Company common stock at an exercise price of $0 per share.
Vesting generated 2,052 and 2,037 common shares, including accrued dividend equivalent units. To cover state and federal tax withholding, the company withheld 981 and 1,085 shares at a price of $89.31 per share. After these transactions, Anderson directly owned 53,478 Southern Company common shares.
Southern Company Chairman, President & CEO James Y. Kerr II reported routine equity award vesting and related tax withholding. On January 31, 2026, 3,407 common shares were acquired from performance restricted stock units and 1,518 shares were withheld at $89.31 to cover taxes, leaving 154,841 directly held shares that day.
On February 1, 2026, another 3,444 shares were acquired from a separate performance award, with 1,590 shares again withheld at $89.31 for taxes, bringing direct ownership to 156,695 common shares. Kerr also has 34,381.9678 shares held indirectly in a 401(k) plan.
The filing shows derivative awards converting into stock: 3,086 performance restricted stock units were fully settled into common shares, while 3,179 restricted stock units remain outstanding, representing the second third of a 2024 grant scheduled to complete vesting in 2027.
Southern Company Chairman, President & CEO Kimberly S. Greene reported routine equity compensation activity. On January 31, 2026, 4,006 shares of common stock were acquired at $0 upon vesting of the second one-third of performance restricted stock units granted on January 31, 2024, including accrued dividend equivalents, with 1,692 shares withheld at $89.31 to cover taxes. On February 1, 2026, 4,011 shares were acquired at $0 upon vesting of the final one-third of performance restricted stock units granted on February 1, 2023, with 1,841 shares withheld at $89.31 for taxes. After these transactions, Greene directly owned 98,145 Southern Company common shares. Related derivative entries show 3,738 and 3,594 performance restricted stock units converting or remaining as part of the scheduled vesting and settlement of prior awards.
Southern Company executive Sloane N. Drake reported routine equity award activity. On January 31, 2026, 1,579 shares of Southern Company common stock were acquired at $0 upon vesting of performance restricted stock units, including 106 dividend-equivalent units. To cover state and federal taxes, 773 shares were withheld at $89.31 per share. Drake now directly owns 25,263 common shares and has 2,534.841 shares held indirectly in a 401(k). Performance restricted stock units tied to a January 31, 2024 grant continue, with the remaining portion scheduled to vest in 2027.
Southern Company Chairman, President & CEO Christopher C. Womack reported multiple equity transactions tied to performance-based stock awards on January 31 and February 1, 2026. Performance restricted stock units granted in 2023 and 2024 partially vested, resulting in common shares being issued at a conversion price of $0 per share.
On January 31, he acquired 14,159 Southern Company common shares from vesting units, with 5,975 shares withheld at $89.31 per share for tax obligations. On February 1, he acquired 4,812 shares from another vesting tranche, with 2,166 shares withheld at the same price for taxes. Following these transactions, he directly held 102,642.8806 common shares and indirectly held 2,561.6333 shares through a 401(k) plan.
Southern Company’s comptroller, Matthew M. Kim, reported routine equity compensation vesting and related tax withholding transactions. On January 31, 2026, 340 shares of Southern Company common stock were acquired at $0 upon vesting of restricted stock units, with 170 shares withheld at $89.31 to cover taxes. On February 1, 2026, 345 additional shares were acquired at $0 from performance restricted stock units, with 173 shares withheld at $89.31 for taxes. After these transactions, Kim directly held 9,429 common shares and indirectly held 1,192.7661 shares through a 401(k) plan. The filing also notes remaining restricted stock units scheduled to vest in 2027, each unit settling into one common share.
Southern Company insider holdings update: An officer of Southern Company, serving as Chairman, President & CEO, MPC, reported beneficial ownership of Southern Company common stock and equity awards as of 08/04/2025. The officer indirectly holds 15,094.68 shares of Southern Company common stock through a 401(k) plan.
The filing also lists several restricted stock unit (RSU) awards that each convert into one share of common stock at settlement: 1,592 RSUs granted on February 5, 2025 that vest in three equal parts on the first, second, and third anniversaries of the grant; 1,391 RSUs granted on January 31, 2024 with one-third already vested and the remaining thirds vesting in 2026 and 2027; and 672 RSUs granted on February 1, 2023, with two-thirds already vested and the final portion scheduled to vest in 2026.
Southern Company director Anthony F. Earley Jr. reported routine compensation-related transactions dated 01/02/2026. He received 516.055 deferred stock units as his quarterly director equity retainer under the Southern Company 2021 Equity and Incentive Compensation Plan, deferred into the Deferred Compensation Plan for Outside Directors. Each deferred stock unit gives the right to receive one share of Southern Company common stock, generally after his Board service ends.
He also received 331.1353 phantom stock units from his quarterly director cash retainer, which are deferred and settled in cash based on the value of one Southern Company common share following his Board service. After these transactions, he beneficially owned 30,161.159 deferred stock units. The filing notes that some deferred stock units were accumulated through the plan’s dividend reinvestment feature.
Southern Company director Kristine L. Svinicki reported a new deferred stock unit grant linked to company shares. On 01/02/2026 she acquired 516.055 deferred stock units at a reference price of $87.2 per unit as part of her quarterly director equity retainer under the Southern Company 2021 Equity and Incentive Compensation Plan.
Each deferred stock unit represents the right to receive one share of Southern Company common stock, and the units are settled in shares after her service on the Board ends, as specified under the Deferred Compensation Plan for Outside Directors. Following this transaction, she beneficially owned 10,488.3045 deferred stock units, a figure that also reflects additional units accumulated through the plan’s dividend reinvestment feature.
Southern Company director reports deferred stock unit grant
A Southern Company director reported receiving 874.4266 deferred stock units on January 2, 2026 as part of a quarterly director equity retainer under the Southern Company 2021 Equity and Incentive Compensation Plan. The units were credited at a derivative security price of $0, reflecting that this is equity compensation rather than an open-market purchase.
Each deferred stock unit represents the right to receive one share of Southern Company common stock, to be settled after the director’s service on the Board ends as specified under the Deferred Compensation Plan for Outside Directors. Following this grant, the director beneficially owns 1,793.2632 deferred stock units, which also include additional units accumulated through a dividend reinvestment feature.