Southern Company 8-K 2024-09-04

Filed 2024-09-09. 1 sections, 8K characters. Original on sec.gov · Markdown · JSON

Form 8-K

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D. C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported)September 4, 2024
Commission File NumberRegistrant, State of Incorporation, Address and Telephone NumberI.R.S. Employer Identification No.
1-3526The Southern Company58-0690070

(A Delaware Corporation)

30 Ivan Allen Jr. Boulevard, N.W.

Atlanta, Georgia 30308

(404) 506-5000

The name and address of the registrant have not changed since the last report.

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

RegistrantTitle of each classTrading Symbol(s)Name of each exchange on which registered
The Southern CompanyCommon Stock, par value $5 per shareSONew York Stock Exchange
The Southern CompanySeries 2017B 5.25% Junior Subordinated Notes due 2077SOJCNew York Stock Exchange
The Southern CompanySeries 2020A 4.95% Junior Subordinated Notes due 2080SOJDNew York Stock Exchange
The Southern CompanySeries 2020C 4.20% Junior Subordinated Notes due 2060SOJENew York Stock Exchange
The Southern CompanySeries 2021B 1.875% Fixed-to-Fixed Reset Rate Junior Subordinated Notes due 2081SO 81New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 8.01.Other Events**.**

On September 4, 2024, The Southern Company (the “Company”) entered into an Underwriting Agreement covering the issue and sale of $750,000,000 aggregate principal amount of its Series 2024B 4.85% Senior Notes due March 15, 2035 (the “Series 2024B Senior Notes”). The Series 2024B Senior Notes were registered under the Securities Act of 1933, as amended, pursuant to the shelf registration statement (Registration No. 333-277138) of the Company.

Item 9.01.Financial Statements and Exhibits.
(d) Exhibits.
1.2Underwriting Agreement relating to the Series 2024B Senior Notes, dated September 4, 2024, among the Company and BofA Securities, Inc., Mizuho Securities USA LLC, Morgan Stanley & Co. LLC, PNC Capital Markets LLC and RBC Capital Markets, LLC, as representatives of the several Underwriters named in Schedule I thereto.
4.2Thirty-Third Supplemental Indenture to Senior Note Indenture dated as of September 9, 2024, providing for the issuance of the Series 2024B Senior Notes.
4.7Form of the Series 2024B Senior Note (included in Exhibit 4.2 above).
5.1Opinion of Troutman Pepper Hamilton Sanders LLP relating to the Series 2024B Senior Notes.
8.1Tax Opinion of Troutman Pepper Hamilton Sanders LLP relating to the Series 2024B Senior Notes.
23.1Consent of Troutman Pepper Hamilton Sanders LLP (included in Exhibit 5.1 above).
23.2Consent of Troutman Pepper Hamilton Sanders LLP (included in Exhibit 8.1 above).
104Cover Page Interactive Data File – The cover page iXBRL tags are embedded within the inline XBRL document.

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: September 9, 2024THE SOUTHERN COMPANY
By/s/Melissa K. Caen
Melissa K. Caen Assistant Secretary