Welcome to our dedicated page for Southern SEC filings (Ticker: SOJC), 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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Southern's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Southern's regulatory disclosures and financial reporting.
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.
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 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 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.
Southern Company director reports deferred stock unit grant. On 01/02/2026, a director received 516.055 deferred stock units as a quarterly equity retainer under the Southern Company 2021 Equity and Incentive Compensation Plan, deferred into the company’s Deferred Compensation Plan for Outside Directors. Each deferred stock unit represents the right to receive one share of Southern Company common stock, generally delivered after the director’s board service ends as specified in the plan. After this transaction, the director beneficially owns 56,460.4004 deferred stock units, which also reflect additional units from the plan’s dividend reinvestment feature.