Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 126,474.3 | reported | 22 Apr 2025 | tx 17+136,176.51−6,934 |
| SOUTHERN CO | 12,543.06 | reported | 02 Apr 2018 | tx 32+12,609.09 |
| Trane Technologies plc | 1,657 | reported | 04 Jun 2026 | tx 23+15,003−9,462 |
| TPI COMPOSITES, INC | 0 | reported | 24 May 2024 | tx 13+54,318−24,985 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 Jun 2026 | TAX_WITHHOLDING | Trane Technologies plc | 112 | 463.76 USD | |
| 07 Jun 2025 | TAX_WITHHOLDING | Trane Technologies plc | 181 | 428.93 USD | |
| 05 Jun 2025 | GRANT_AWARD | Trane Technologies plc | 465 | 0.00 USD | |
| 22 Apr 2025 | GRANT_AWARD | BANK OF AMERICA CORP /DE/ | 7,306.89 | — | deriv |
| 07 Jun 2024 | GRANT_AWARD |
| Trane Technologies plc |
| 627 |
| 0.00 USD |
| 01 Jun 2024 | TAX_WITHHOLDING | Trane Technologies plc | 348 | 327.46 USD |
| 24 May 2024 | EXERCISE | TPI COMPOSITES, INC | 10,044 | 0.00 USD |
| 24 May 2024 | EXERCISE | TPI COMPOSITES, INC | 10,044 | 0.00 USD | deriv |
| 24 Apr 2024 | GRANT_AWARD | BANK OF AMERICA CORP /DE/ | 7,045.93 | — | deriv |
| 08 Aug 2023 | SALE | Trane Technologies plc | 3,100 | 204.70 USD |
| 01 Jun 2023 | GRANT_AWARD | Trane Technologies plc | 1,206 | 0.00 USD |
| 02 Jun 2023 | TAX_WITHHOLDING | Trane Technologies plc | 337 | 173.01 USD |
| 24 May 2023 | EXERCISE | TPI COMPOSITES, INC | 9,513 | 0.00 USD |
| 24 May 2023 | EXERCISE | TPI COMPOSITES, INC | 9,513 | 0.00 USD | deriv |
| 24 May 2023 | GRANT_AWARD | TPI COMPOSITES, INC | 10,044 | 0.00 USD | deriv |
| 25 Apr 2023 | GRANT_AWARD | BANK OF AMERICA CORP /DE/ | 9,362 | — | deriv |
| 03 Jun 2022 | TAX_WITHHOLDING | Trane Technologies plc | 256 | 138.44 USD |
| 02 Jun 2022 | GRANT_AWARD | Trane Technologies plc | 1,167 | 0.00 USD |
| 25 May 2022 | EXERCISE | TPI COMPOSITES, INC | 2,335 | 0.00 USD |
| 25 May 2022 | EXERCISE | TPI COMPOSITES, INC | 2,335 | 0.00 USD | deriv |
| 25 May 2022 | GRANT_AWARD | TPI COMPOSITES, INC | 9,513 | 0.00 USD | deriv |
| 26 Apr 2022 | GRANT_AWARD | BANK OF AMERICA CORP /DE/ | 6,858.71 | 0.00 USD | deriv |
| 04 Jun 2021 | TAX_WITHHOLDING | Trane Technologies plc | 654 | 181.64 USD |
| 03 Jun 2021 | GRANT_AWARD | Trane Technologies plc | 887 | 0.00 USD |
| 18 May 2021 | EXERCISE | TPI COMPOSITES, INC | 3,093 | 0.00 USD |