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 | 102,090 | reported | 03 Mar 2025 | tx 52+105,502−84,580 |
| SouthState Bank Corp | 1,050 | reported | 01 May 2026 | tx 21+15,965 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 May 2026 | GRANT_AWARD | SouthState Bank Corp | 1,050 | 97.48 USD | deriv |
| 01 Nov 2025 | EXERCISE | SouthState Bank Corp | 1,136 | 0.00 USD | |
| 01 May 2025 | GRANT_AWARD | SouthState Bank Corp | 1,136 | 87.65 USD | deriv |
| 03 Mar 2025 | SALE | SOUTHERN CO | 1,125 | 89.61 USD | |
| 13 Feb 2025 | TAX_WITHHOLDING | SOUTHERN CO | 798 | 86.78 USD | |
| 13 Feb 2025 | EXERCISE | SOUTHERN CO | 1,784 | 0.00 USD | |
| 13 Feb 2025 | EXERCISE | SOUTHERN CO | 1,593 | 0.00 USD | deriv |
| 05 Feb 2025 | EXERCISE | SOUTHERN CO | 1,768 | 0.00 USD | |
| 05 Feb 2025 | GRANT_AWARD | SOUTHERN CO | 21,631 | 0.00 USD | |
| 05 Feb 2025 | TAX_WITHHOLDING | SOUTHERN CO | 9,657 | 83.87 USD | |
| 05 Feb 2025 | TAX_WITHHOLDING | SOUTHERN CO | 790 | 83.87 USD | |
| 05 Feb 2025 | EXERCISE | SOUTHERN CO | 1,705 | 0.00 USD | deriv |
| 01 Feb 2025 | TAX_WITHHOLDING | SOUTHERN CO | 851 | 83.95 USD | |
| 01 Feb 2025 | EXERCISE | SOUTHERN CO | 1,735 | 0.00 USD | |
| 01 Feb 2025 | EXERCISE | SOUTHERN CO | 1,607 | 0.00 USD | deriv |
| 05 Dec 2024 | SALE | SOUTHERN CO | 1,170 | 85.90 USD | |
| 01 Nov 2024 | EXERCISE | SouthState Bank Corp | 1,063 | 0.00 USD | |
| 01 May 2024 | GRANT_AWARD | SouthState Bank Corp | 1,063 | 77.28 USD | deriv |
| 13 Feb 2024 | TAX_WITHHOLDING | SOUTHERN CO | 778 | 67.51 USD | |
| 13 Feb 2024 | EXERCISE | SOUTHERN CO | 1,722 | 0.00 USD | |
| 13 Feb 2024 | EXERCISE | SOUTHERN CO | 1,593 | 0.00 USD | deriv |
| 07 Feb 2024 | TAX_WITHHOLDING | SOUTHERN CO | 11,480 | 66.95 USD | |
| 07 Feb 2024 | EXERCISE | SOUTHERN CO | 1,674 | 0.00 USD | |
| 07 Feb 2024 | TAX_WITHHOLDING | SOUTHERN CO | 754 | 66.95 USD | |
| 07 Feb 2024 | GRANT_AWARD | SOUTHERN CO | 25,453 | 0.00 USD |