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SOUTHERN CO (SO) SEC Filings, Mar-Apr 2026

SO NYSE
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Southern Company director Janaki Akella received a grant of deferred stock units as part of board compensation. The award covered 464.2047 deferred stock units valued at $96.94 per unit, increasing Akella’s holdings to 20,534.9193 deferred stock units. Each unit represents one share of Southern Company common stock, to be settled in shares after board service ends, with no exercise or expiration date.

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Southern Company executive Kimberly S. Greene, Chairman, President & CEO of GPC, sold 25,000 shares of Southern Company Common Stock in an open-market transaction. The shares were sold at $96.67 each, and she held 103,602 shares directly after the sale.

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The Southern Company filed a Form 144 notice indicating a proposed sale of 25,000 shares of common stock through Merrill Lynch (New York). The filing lists multiple compensatory issuances and vesting events to the reporting holder, including dividend reinvestment and restricted/performance stock unit vesting on dates in 2024 and 2025.

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Southern Co/The received a Schedule 13G/A filing from The Vanguard Group describing an internal realignment and disaggregated reporting of certain Vanguard subsidiaries. The filing states 0 shares beneficially owned and 0% of Southern Co common stock, and lists Vanguard's Malvern, PA address.

The amendment explains the disaggregation is in accordance with SEC Release No. 34-39538 and that affected subsidiaries pursue the same investment strategies previously carried out by The Vanguard Group, Inc. The form is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.

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Southern Company files a definitive proxy statement seeking stockholder approval of board elections and multiple corporate actions. The company asks shareholders to elect 12 directors, approve an advisory Say-on-Pay vote, ratify Deloitte & Touche as auditor and vote on four amendments to the Restated Certificate of Incorporation, including increasing authorized common stock from 1,500,000,000 to 2,500,000,000 shares.

The virtual annual meeting is scheduled for May 13, 2026 with a record date of March 23, 2026. The materials highlight a planned $81B 5-year capital plan, adjusted earnings per share of $4.30, reported EPS of $3.94, 24 consecutive years of dividend increases and a forecasted 10% annual sales growth through 2030.

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Southern Company (SO) reports proposed sales of Common Stock tied to vested equity awards under compensatory plans. The filing lists planned dispositions connected to vested performance stock units and restricted stock units with specific vesting dates in January and February 2026.

The notice shows individual vesting quantities including 4,000, 967, 783, 731, 98, 69, and 21 shares or units on the listed dates; these items are described as compensatory payments.

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Southern Company executive vice president Christopher Cummiskey sold 6,669 shares of Southern Company Common Stock in an open-market transaction at $96.55 per share. After the sale, he directly holds 30,800.4417 shares and indirectly holds 5,857.0111 shares through a 401(k) account.

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Southern Company executive vice president and COO Stan W. Connally sold 12,500 shares of Southern Company common stock in an open‑market transaction at $97.13 per share. After this sale, he continues to hold 161,481 shares directly and an additional 15,562.7052 shares indirectly through a 401(k) plan.

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The Southern Company agreed to issue and sell $1,300,000,000 of Series 2026A 6.00% Fixed-to-Fixed Reset Rate Junior Subordinated Notes due April 1, 2058. The company entered into an Underwriting Agreement with a syndicate led by Citigroup, J.P. Morgan, Mizuho, Morgan Stanley and U.S. Bancorp.

The new junior subordinated notes are registered under an existing shelf registration statement and are governed by a Seventeenth Supplemental Indenture. Legal and tax opinions, as well as the form of note and related consents, are filed as exhibits.

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Southern Company submitted a Form 144 notice reporting proposed sales of Common Stock tied to recent vesting of equity awards. The filing lists vested restricted stock units and performance stock units with example vesting amounts including 9,853, 1,249, 1,202, 144, and 52 shares on 02/05/2025 and 02/13/2025.

The entries are labeled as Compensatory Payment and the form indicates these securities are presented for sale under the Form 144 resale notice; timing and the broker/dealer method are not detailed in the excerpt.

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FAQ

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

StockTitan tracks 178 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 April 2, 2026.