---
schema_version: "secwatch.filing_event.v1"
accession: "0000092122-26-000063"
form_type: "8-K"
ticker: "SO"
cik: "0000092122"
company_name: "SOUTHERN CO"
filed_at: "2026-08-06T15:15:47+00:00"
generated_at: "2026-08-06T15:17:13.189764+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Southern Company issues $2.73B in convertible senior notes in two tranches

## Summary
- Total principal $2.73125B: Series A $833.75M at 2.125% due 2027, Series B $1.8975B at 3.50% due 2029.
- Initial conversion prices: $104.56/share for Series A, $118.50/share for Series B.
- Notes sold in private placement to initial purchasers with over-allotment options exercised.
- Maximum shares issuable upon conversion: ~8.97M for Series A, ~20.42M for Series B.
- Notes are unsecured, unsubordinated, not redeemable by company.

## SEC filing metadata
- accession: 0000092122-26-000063
- form_type: 8-K
- ticker: SO
- cik: 0000092122
- company_name: SOUTHERN CO
- filed_at: 2026-08-06T15:15:47+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.03, 3.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/92122/000009212226000063/0000092122-26-000063-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/92122/000009212226000063/so-20260803.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000092122-26-000063
- JSON: https://secwatch.observer/filing/0000092122-26-000063.json
- Plain text: https://secwatch.observer/filing/0000092122-26-000063.txt

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