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 | 103,602 | reported | 30 Mar 2026 | tx 145+1,385,155−1,596,557 |
| VALERO ENERGY CORP/TX | 939 | reported | 07 May 2026 | tx 32+38,364−20,047 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 07 May 2026 | GRANT_AWARD | VALERO ENERGY CORP/TX | 939 | — | deriv |
| 06 May 2026 | EXERCISE | VALERO ENERGY CORP/TX | 1,381 | — | |
| 06 May 2026 | OTHER | VALERO ENERGY CORP/TX | 511 | 239.26 USD | |
| 06 May 2026 | EXERCISE | VALERO ENERGY CORP/TX | 1,381 | — | deriv |
| 30 Mar 2026 | SALE | SOUTHERN CO | 25,000 | 96.67 USD | |
| 11 Feb 2026 | GRANT_AWARD | SOUTHERN CO | 51,855 | 0.00 USD | |
| 11 Feb 2026 | TAX_WITHHOLDING | SOUTHERN CO | 23,097 | 90.86 USD | |
| 11 Feb 2026 | EXERCISE | SOUTHERN CO | 3,350 | 0.00 USD | |
| 11 Feb 2026 | TAX_WITHHOLDING | SOUTHERN CO | 1,651 | 90.86 USD | |
| 11 Feb 2026 | EXERCISE | SOUTHERN CO | 3,240 | 0.00 USD | deriv |
| 01 Feb 2026 | TAX_WITHHOLDING | SOUTHERN CO | 1,841 | 89.31 USD | |
| 31 Jan 2026 | TAX_WITHHOLDING | SOUTHERN CO | 1,692 | 89.31 USD | |
| 31 Jan 2026 | EXERCISE | SOUTHERN CO | 4,006 | 0.00 USD | |
| 01 Feb 2026 | EXERCISE | SOUTHERN CO | 4,011 | 0.00 USD | |
| 01 Feb 2026 | EXERCISE | SOUTHERN CO | 3,594 | 0.00 USD | deriv |
| 31 Jan 2026 | EXERCISE | SOUTHERN CO | 3,738 | 0.00 USD | deriv |
| 21 Jul 2025 | SALE | SOUTHERN CO | 13,158 | 95.00 USD | |
| 15 May 2025 | OTHER | VALERO ENERGY CORP/TX | 756 | 133.76 USD | |
| 15 May 2025 | EXERCISE | VALERO ENERGY CORP/TX | 2,041 | 0.00 USD | |
| 15 May 2025 | EXERCISE | VALERO ENERGY CORP/TX | 2,041 | 0.00 USD | deriv |
| 06 May 2025 | GRANT_AWARD | VALERO ENERGY CORP/TX | 1,909 | — | deriv |
| 10 Mar 2025 | SALE | SOUTHERN CO | 32,190 | 93.12 USD | |
| 13 Feb 2025 | EXERCISE | SOUTHERN CO | 3,350 | 0.00 USD | |
| 13 Feb 2025 | TAX_WITHHOLDING | SOUTHERN CO | 1,497 | 86.78 USD | |
| 13 Feb 2025 | EXERCISE | SOUTHERN CO | 2,991 | 0.00 USD | deriv |