---
schema_version: "secwatch.filing_event.v1"
accession: "0000092122-26-000058"
form_type: "8-K"
ticker: "SO"
cik: "0000092122"
company_name: "SOUTHERN CO"
filed_at: "2026-08-03T10:51:01+00:00"
generated_at: "2026-08-03T10:55:06.756077+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Southern Company announces $2.15B convertible note offerings to repurchase existing notes and repay debt

## Summary
- Offers $650M convertible senior notes due Dec 2027 and $1.5B due Sep 2029 in private placements to QIBs.
- Initial purchasers granted options for up to additional $97.5M (2027 notes) and $225M (2029 notes).
- Proceeds to repurchase portions of existing Series 2024A 4.50% notes due 2027 and Series 2025A 3.25% notes due 2028.
- Remaining proceeds to repay short-term debt and for general corporate purposes, including subsidiary investment.
- Convertible notes are senior unsecured; conversion may be settled in cash, stock, or combination at company's election.

## SEC filing metadata
- accession: 0000092122-26-000058
- form_type: 8-K
- ticker: SO
- cik: 0000092122
- company_name: SOUTHERN CO
- filed_at: 2026-08-03T10:51:01+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/92122/000009212226000058/0000092122-26-000058-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/92122/000009212226000058/so-20260803.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000092122-26-000058
- JSON: https://secwatch.observer/filing/0000092122-26-000058.json
- Plain text: https://secwatch.observer/filing/0000092122-26-000058.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.