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Southern SEC Filings

SO NYSE

The Southern Company's SEC filings document the parent company's registered securities and the disclosure record for major utility subsidiaries, including Alabama Power Company, Georgia Power Company, Mississippi Power Company, Southern Power Company and Southern Company Gas. Combined Form 8-K reports cover material events for one or more registrants, while current reports identify common stock, junior subordinated notes, senior notes and corporate units listed on the New York Stock Exchange.

The filing record includes underwriting agreements and capital-markets transactions, amendments to current reports, proxy materials, board and committee matters, executive compensation disclosures and shareholder voting information. These filings also frame governance, capital structure and operating disclosures for an energy company with regulated electric utilities, natural gas distribution businesses, competitive generation, distributed energy solutions, fiber optics and telecommunications services.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Southern Company director reports quarterly deferred stock units grant

A Southern Company director reported receiving 516.055 deferred stock units on 01/02/2026 as part of the quarterly director equity retainer under the Southern Company 2021 Equity and Incentive Compensation Plan. The derivative security has an exercise price of $0 and relates to Southern Company common stock valued at $87.2 per share for this award. Following this transaction, the director beneficially owns 6,709.3117 deferred stock units. These units are settled in shares of Southern Company common stock after the director’s service on the Board ends, as specified under the Deferred Compensation Plan, and there is no exercise or expiration date. The total reported holdings also include additional units accumulated through the plan’s dividend reinvestment feature.

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Southern Company director William G. Smith, Jr. reported a routine equity compensation transaction. On 01/02/2026 he acquired 946.1009 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 of The Southern Company.

Each deferred stock unit represents the right to receive one share of Southern Company common stock, with a reference price of $87.2 per share. After this grant, Smith beneficially owns 158,750.1666 deferred stock units on a direct basis. These units are to be settled in shares of common stock after his service on the Board ends, and they have no exercise or expiration date.

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Southern Company director David E. Meador reported a routine equity grant in the form of deferred stock units. On 01/02/2026, he acquired 874.4266 deferred stock units under the Southern Company 2021 Equity and Incentive Compensation Plan as his quarterly director equity retainer, deferred under the Deferred Compensation Plan for Outside Directors of The Southern Company.

Each deferred stock unit represents the right to receive one share of Southern Company common stock, with settlement in shares after his service on the Board ends as specified under the plan. The transaction reflects a reference price of $87.2 per share and brings his total directly held deferred stock units to 8,429.1258, including units accumulated through the plan’s dividend reinvestment feature.

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FAQ

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

StockTitan tracks 130 SEC filings for Southern (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 (SO)?

The most recent SEC filing for Southern (SO) was filed on February 3, 2026.