Highest-materiality recent filing
Southern Company enters agreement to sell up to 50M common shares via forward transactions
Entered a Distribution Agreement with 16 sales agents and forward purchasers to sell up to 50M shares of common stock.
All 12 directors elected with >96% support; advisory say-on-pay approved with 95.24% support.
Southern Company issues $1.3B of 6.00% junior subordinated notes due 2058
Issued $1.3B aggregate principal of Series 2026A 6.00% Fixed-to-Fixed Reset Rate Junior Subordinated Notes due April 1, 2058.
Southern Company assigns Director Turner to Finance and Operations committees
John M. Turner, Jr. appointed to Finance Committee effective February 16, 2026.
Southern Company closes $2B corporate unit offering with 7.125% annual distribution
Issued 40M corporate units (after full over-allotment) at $50 per unit for total proceeds of $2.0B.
Southern Co adjusts conversion rate for Series 2023A 3.875% notes to 11.9035 shares per $1,000
Conversion rate adjusted to 11.9035 shares per $1,000 principal effective September 15, 2025.
Southern Company elects John M. Turner as director, appoints Matthew M. Kim as Comptroller
John M. Turner, Jr. elected to board effective Sept 1, 2025; he is CEO of Regions Financial since 2018.
Southern Company discloses CFO Poroch's compensation: $775K base, 85% bonus, 260% equity target
David P. Poroch appointed EVP and CFO effective July 31, 2025; compensation approved July 16, 2025.
Southern Company names David P. Poroch as CFO, succeeding retiring Daniel S. Tucker
David P. Poroch appointed EVP and CFO effective July 31, 2025; currently Comptroller.
Southern Company assigns Jimmy Etheredge to three board committees
James O. Etheredge appointed to Audit, Compensation and Talent Development, and Finance Committees.
All 13 director nominees elected with over 94% of votes cast; highest support 99.24% (Svinicki).
Southern Company issues $1.65B of 3.25% Convertible Senior Notes due 2028
Issued $1.65B of 3.25% Convertible Senior Notes due June 15, 2028; includes $200M over-allotment.
Southern Company prices $1.45B 3.25% convertible notes due 2028; upsized by $200M
$1.45B aggregate principal of 3.25% Convertible Senior Notes due June 15, 2028, upsized $200M from prior announcement.
Southern Company offers $1.25B in convertible senior notes due 2028
Offering of $1.25B in convertible notes due June 15, 2028; underwriters may purchase additional $200M.
Southern Company issues $1.8B of 6.375% junior subordinated notes due 2055
Issued $1.8B aggregate principal of Series 2025B 6.375% Fixed-to-Fixed Reset Rate Junior Subordinated Notes due March 15, 2055.
Southern Company elects James O. Etheredge to board effective April 1, 2025
Mr. Etheredge retired as CEO - North America of Accenture plc in August 2023 and served as advisor until June 2024.
Southern Company sets Connally as EVP/COO compensation: $870K salary, 90% bonus, 265% equity
Stanley W. Connally, Jr. appointed EVP & COO effective Jan 1, 2025.
Southern Company issues $565M of 6.50% Junior Subordinated Notes due 2085
Total principal amount $565M, including $65M underwriters' option exercised.
Southern Company appoints Stanley Connally as EVP and COO effective Jan 1, 2025
Stanley W. Connally, Jr., 55, will become Executive Vice President and COO on Jan 1, 2025.
Southern Company issues $750M of 4.85% Senior Notes due 2035
Issued $750M aggregate principal of Series 2024B 4.85% Senior Notes due March 15, 2035.
All 13 director nominees elected with between 95.24% and 99.48% of votes cast.
Southern Nuclear CEO Stephen Kuczynski to retire effective June 28, 2024
Stephen E. Kuczynski, Chairman & CEO of Southern Nuclear, notified retirement effective June 28, 2024.
Southern issues $1.5B of 4.50% convertible notes due 2027 at ~$92.45 conversion price
Issued $1.5 billion of 4.50% Convertible Senior Notes due June 15, 2027, including $200M overallotment.
Southern Company prices $1.3B 4.50% convertible notes due 2027, upsized by $200M
Total $1.3B aggregate principal of Series 2024A 4.50% Convertible Senior Notes due June 15, 2027.
Southern Company announces proposed $1.1B convertible senior notes offering
Proposed offering of $1.1B aggregate principal amount of convertible senior notes to QIBs under Rule 144A.
Southern Company registers up to 50M share ATM equity offering
Enters equity distribution agreement to sell up to 50M shares of common stock at market prices.
Southern Company issues $800M in senior note taps: $400M 5.50% due 2029, $400M 5.70% due 2034
Issued additional $400M Series 2023D 5.50% Senior Notes due March 15, 2029.
Southern Company appoints Shantella E. Cooper to two board committees
Ms. Cooper appointed to Business Security and Resiliency Committee effective Feb. 5, 2024.
Southern Co. Executive Chairman Fanning retiring Dec 31; CEO Womack to also become Chairman
Thomas A. Fanning retires as Executive Chairman and from the Board effective December 31, 2023.
Southern Co elects Shantella E. Cooper to board of directors effective Oct 16, 2023
Ms. Cooper is CEO of Journey Forward Strategies, LLC; also serves on boards of SouthState, Intercontinental Exchange, Veritiv.
Southern Company issues $1.3B in senior notes: $600M at 5.50% due 2029, $700M at 5.70% due 2034
$600M Series 2023D 5.50% Senior Notes due March 15, 2029; $700M Series 2023E 5.70% Senior Notes due March 15, 2034.
Southern Company assigns Meador, Thomas to board committees in 8-K/A
David E. Meador appointed to Audit Committee and Operations, Environmental and Safety Committee.
Director Colette D. Honorable resigns from Southern Company board effective Aug 1, 2023
Colette D. Honorable notified the Board on July 12, 2023 of her offer to resign due to a change in principal business association.
Southern Co amends CEO succession filing; Womack gets $1.45M base, Fanning salary cut 20%
Christopher C. Womack's base salary set at $1,450,000; annual incentive target 130% of base.
All 16 director nominees elected with 93.82% to 99.41% of votes cast.
Southern Company issues $1.5B of senior notes in two tranches
Issued $750M of 4.85% Series 2023B Senior Notes due June 15, 2028.
Southern Company issues $1.725B of 3.875% Convertible Senior Notes due 2025
Issued $1.5B in Series 2023A 3.875% Convertible Senior Notes due Dec 15, 2025, plus $225M over-allotment.
Southern Company prices $1.5B convertible senior notes due 2025 at 3.875%
$1.5B aggregate principal of Series 2023A 3.875% Convertible Senior Notes due Dec 15, 2025.
Southern Company proposes $1.5B convertible senior notes offering
Proposed offering of $1,500,000,000 aggregate principal amount of convertible senior notes.
Southern Co. elects David Meador and Lizanne Thomas to board effective April 1, 2023
David Meador is retired Vice Chairman & CAO of DTE Energy Company; Lizanne Thomas is Of Counsel at Jones Day and a director at American Software.
Ann P. Daiss, Comptroller (principal accounting officer), will retire effective March 1, 2023.
Thomas Fanning will retire as President effective March 31, 2023, and as CEO after the 2023 annual meeting.
Requires additional information from stockholders nominating directors or submitting proposals.
Alabama Power CEO Mark Crosswhite to retire Dec 31, 2022; consulting deal for $125K
Mark Crosswhite, Chairman/President/CEO of Alabama Power and Southern Company NEO, notified retirement effective Dec 31, 2022.
Southern Company issues $1B in senior notes in two tranches
$500M Series 2022A 5.15% Senior Notes due Oct 6, 2025.
BPP eliminates 'Company Does Not Survive Merger' category; adds liquidation/dissolution and asset sale as triggering events.
All 13 director nominees elected with 93.28% to 99.23% of votes cast.
Southern Co. completes $1.725B junior subordinated notes remarketing; rates reset to 4.475%/5.113%
Remarketed $862.5M Series 2019A JSNs (rate reset to 4.475%) and $862.5M Series 2019B JSNs (rate reset to 5.113%).
Southern Co. reaches $4.51M derivative settlement over Kemper plant; governance reforms adopted
Settlement includes $4,510,000 in attorneys' fees and expenses paid entirely by insurers.
Southern Co subsidiary terminates international leveraged leases, receives $672.5M
Subsidiary of Southern Company Holdings terminated leasehold interests in two international leveraged lease projects on Dec 13, 2021.
On February 11, 2025, the Board of Directors of The Southern Company (the “Company”) elected a new director, Mr. James O. (Jimmy) Etheredge, effective as of April 1, 2025.
appointment of Stanley W. Connally, Jr. as Executive Vice President and Chief Operating Officer of the Company, effective January 1, 2025.
On May 7, 2024, Stephen E. Kuczynski, Chairman and Chief Executive Officer of Southern Nuclear Operating Company, Inc. (“Southern Nuclear”) and a named executive officer of The Southern Company, notified Southern Nuclear of his retirement, effective June 28, 2024.
the Board elected Christopher C. Womack, the Company’s President and Chief Executive Officer and a Board member, to the additional position of Chairman of the Board, effective December 31, 2023.
Thomas A. Fanning, Executive Chairman of The Southern Company (the “Company”), notified the Company that he is retiring as Executive Chairman and from the Company’s Board of Directors (the “Board”), effective December 31, 2023.
On October 16, 2023, the Board of Directors of The Southern Company (the “Company”) elected a new director, Ms. Shantella E. Cooper, effective immediately.
On July 12, 2023, Colette D. Honorable notified The Southern Company (the “Company”) of her offer of resignation from its Board of Directors (the “Board”).
elected two new directors, Mr. David E. Meador and Ms. Lizanne Thomas, effective April 1, 2023.
elected two new directors, Mr. David E. Meador and Ms. Lizanne Thomas, effective April 1, 2023.
Ann P. Daiss, Comptroller (principal accounting officer) of The Southern Company (the “Company”), notified the Company of her intent to retire from her position as Comptroller
the Board of Directors of the Company appointed David P. Poroch, currently Executive Vice President, Chief Financial Officer, Chief Risk Officer, and Treasurer of Southern Company Gas, as Comptroller of the Company, each effective March 1, 2023.
elected Christopher C. Womack as (a) President of the Company and a member of the Company’s Board of Directors, each effective March 31, 2023, and (b) Chief Executive Officer of the Company, effective immediately following the conclusion of the Annual Meeting.
Max materiality 0.75 · Median 0.50 · Most common event debt