8-KOther EventsExhibits & Filings

SOUTHERN CO 8-K Report, Corporate Update (May 7, 2024)

Filed May 7, 2024For Securities:SOSOJESOJFSOJCSOJDSOMN

Summary

Southern Company (SO) announced on May 6, 2024, the upsized and priced offering of $1.3 billion in aggregate principal amount of 4.50% Convertible Senior Notes due June 15, 2027. This offering was upsized by $200 million from the initial announcement and was conducted as a private placement to qualified institutional buyers under Rule 144A. Additionally, the company granted the initial purchasers an option to purchase up to an additional $200 million of these convertible notes, providing potential for further capital infusion.

Key Highlights

  • 1Southern Company successfully upsized its convertible senior notes offering by $200 million, bringing the total to $1.3 billion.
  • 2The offering includes 4.50% Convertible Senior Notes due June 15, 2027.
  • 3The notes were offered privately to qualified institutional buyers under Rule 144A.
  • 4An option was granted to purchase an additional $200 million of convertible notes, subject to settlement.
  • 5The primary purpose of this offering is to raise capital for the company.

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