Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| PUBLIX SUPER MARKETS INC | 104,125.7 | reported | 03 Mar 2025 | tx 66+148,442.21−100,416.87 |
| LOWES COMPANIES INC | 19,812.585 | reported | 29 May 2026 | tx 55+21,707.92 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 29 May 2026 | GRANT_AWARD | LOWES COMPANIES INC | 1,003 | 0.00 USD | deriv |
| 03 Mar 2025 | GRANT_AWARD | PUBLIX SUPER MARKETS INC | 5,979.07 | 19.20 USD | deriv |
| 31 Dec 2025 | GRANT_AWARD | LOWES COMPANIES INC | 62.2 | 241.16 USD | deriv |
| 30 Sept 2025 | GRANT_AWARD | LOWES COMPANIES INC | 59.69 | 251.31 USD | deriv |
| 30 Jun 2025 | GRANT_AWARD | LOWES COMPANIES INC | 67.61 | 221.87 USD | deriv |
| 30 May 2025 | GRANT_AWARD | LOWES COMPANIES INC | 1,000 | 0.00 USD | deriv |
| 31 Mar 2025 | GRANT_AWARD | LOWES COMPANIES INC | 64.31 | 233.23 USD | deriv |
| 01 Mar 2024 | GRANT_AWARD | PUBLIX SUPER MARKETS INC | 6,970.67 | 15.20 USD | deriv |
| 31 Dec 2024 | GRANT_AWARD | LOWES COMPANIES INC | 60.78 | 246.80 USD | deriv |
| 30 Sept 2024 | GRANT_AWARD | LOWES COMPANIES INC | 55.38 | 270.85 USD | deriv |
| 28 Jun 2024 | GRANT_AWARD | LOWES COMPANIES INC | 68.04 | 220.46 USD | deriv |
| 31 May 2024 | GRANT_AWARD | LOWES COMPANIES INC | 1,000 | 0.00 USD | deriv |
| 29 Mar 2024 | GRANT_AWARD | LOWES COMPANIES INC | 58.89 | 254.73 USD | deriv |
| 01 Mar 2023 | GRANT_AWARD | PUBLIX SUPER MARKETS INC | 8,147.03 | 14.55 USD | deriv |
| 29 Dec 2023 | GRANT_AWARD | LOWES COMPANIES INC | 67.4 | 222.55 USD | deriv |
| 30 Sept 2023 | GRANT_AWARD | LOWES COMPANIES INC | 72.17 | 207.84 USD | deriv |
| 30 Jun 2023 | GRANT_AWARD | LOWES COMPANIES INC | 66.46 | 225.70 USD | deriv |
| 26 May 2023 | GRANT_AWARD | LOWES COMPANIES INC | 1,000 | 0.00 USD | deriv |
| 31 Mar 2023 | GRANT_AWARD | LOWES COMPANIES INC | 75.01 | 199.97 USD | deriv |
| 01 Mar 2022 | GRANT_AWARD | PUBLIX SUPER MARKETS INC | 8,905.4 | 13.76 USD | deriv |
| 30 Dec 2022 | GRANT_AWARD | LOWES COMPANIES INC | 75.29 | 199.24 USD | deriv |
| 30 Sept 2022 | GRANT_AWARD | LOWES COMPANIES INC | 79.87 | 187.81 USD | deriv |
| 30 Jun 2022 | GRANT_AWARD | LOWES COMPANIES INC | 85.88 | 174.67 USD | deriv |
| 27 May 2022 | GRANT_AWARD | LOWES COMPANIES INC | 1,100 | 0.00 USD | deriv |
| 31 Mar 2022 | GRANT_AWARD | LOWES COMPANIES INC | 74.19 | 202.19 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 01 Mar 2013.