Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SOUTHERN CO | 31,166.73 | reported | 02 Jan 2026 | tx 9+8,335.25 |
| Intercontinental Exchange, Inc. | 11,894 | reported | 18 May 2026 | tx 7+11,894 |
| SouthState Bank Corp | 10,425 | reported | 04 May 2026 | tx 22+12,955 |
| Veritiv Corp | 0 | reported | 30 Nov 2023 | tx 8+19,018−19,019 |
| Atlantic Capital Bancshares, Inc. | 0 | reported | 01 Mar 2022 | tx 6+9,110−9,110 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 May 2026 | GRANT_AWARD | Intercontinental Exchange, Inc. | 1,538 | 0.00 USD | |
| 04 May 2026 | GRANT_AWARD | SouthState Bank Corp | 312 | 96.46 USD | |
| 01 May 2026 | GRANT_AWARD | SouthState Bank Corp | 1,050 | 97.48 USD | deriv |
| 31 Dec 2025 | OTHER | SouthState Bank Corp | 100 | 94.11 USD | |
| 02 Feb 2026 | GRANT_AWARD | SouthState Bank Corp | 292 | 102.97 USD | |
| 02 Jan 2026 | GRANT_AWARD | SOUTHERN CO | 516.06 | 87.20 USD | deriv |
| 03 Nov 2025 | GRANT_AWARD | SouthState Bank Corp | 338 | 88.85 USD | |
| 01 Nov 2025 | EXERCISE | SouthState Bank Corp | 1,136 | 0.00 USD | |
| 01 Oct 2025 | GRANT_AWARD | SOUTHERN CO | 764.77 | 94.80 USD | deriv |
| 04 Aug 2025 | GRANT_AWARD | SouthState Bank Corp | 303 | 93.59 USD | |
| 01 Jul 2025 | GRANT_AWARD | SOUTHERN CO | 785.48 | 92.30 USD | deriv |
| 16 May 2025 | GRANT_AWARD | Intercontinental Exchange, Inc. | 1,333 | 0.00 USD | |
| 05 May 2025 | GRANT_AWARD | SouthState Bank Corp | 281 | 89.25 USD | |
| 01 May 2025 | GRANT_AWARD | SouthState Bank Corp | 1,136 | 87.65 USD | deriv |
| 01 Apr 2025 | GRANT_AWARD | SOUTHERN CO | 789.59 | 91.82 USD | deriv |
| 13 Feb 2025 | GRANT_AWARD | SouthState Bank Corp | 232 | 102.66 USD | |
| 31 Dec 2024 | OTHER | SouthState Bank Corp | 41 | 99.48 USD | |
| 02 Jan 2025 | GRANT_AWARD | SOUTHERN CO | 880.71 | 82.32 USD | deriv |
| 05 Nov 2024 | GRANT_AWARD | SouthState Bank Corp | 244 | 97.73 USD | |
| 01 Nov 2024 | EXERCISE | SouthState Bank Corp | 1,063 | 0.00 USD | |
| 01 Oct 2024 | GRANT_AWARD | SOUTHERN CO | 797.76 | 90.88 USD | deriv |
| 12 Aug 2024 | GRANT_AWARD | SouthState Bank Corp | 273 | 87.13 USD | |
| 01 Jul 2024 | GRANT_AWARD | SOUTHERN CO | 941.56 | 77.00 USD | deriv |
| 17 May 2024 | GRANT_AWARD | Intercontinental Exchange, Inc. | 1,589 | 0.00 USD | |
| 07 May 2024 | GRANT_AWARD | SouthState Bank Corp | 295 | 80.65 USD |