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 | 201,300.86 | reported | 02 Jan 2026 | tx 186+86,561.545−2,000 |
| WELLS FARGO & COMPANY/MN | 98,501.34 | reported | 28 Apr 2020 | tx 55+118,620.28−24,273 |
| VULCAN MATERIALS CO | 75,000 | reported | 01 Jun 2007 | tx 112+858,240−765,033.53 |
| SOUTHTRUST CORP | 18,304.414 | reported | 03 May 2004 | tx 3+3,689.084 |
| PROTECTIVE LIFE CORP | 15,999.14 | reported | 05 Apr 2006 | tx 24+2,373.414 |
| WACHOVIA CORP NEW | 0 | reported | 31 Dec 2008 | tx 27+36,298.46−62,854.56 |
| Vulcan Materials CO | 0 | reported | 12 May 2015 | tx 146+2,438,578.19−2,862,244 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Jan 2026 | GRANT_AWARD | SOUTHERN CO | 516.06 | 87.20 USD | deriv |
| 01 Oct 2025 | GRANT_AWARD | SOUTHERN CO | 448.31 | 94.80 USD | deriv |
| 01 Jul 2025 | GRANT_AWARD | SOUTHERN CO | 460.46 | 92.30 USD | deriv |
| 01 Apr 2025 | GRANT_AWARD | SOUTHERN CO | 462.86 | 91.82 USD | deriv |
| 02 Jan 2025 | GRANT_AWARD | SOUTHERN CO | 516.28 | 82.32 USD | deriv |
| 01 Oct 2024 | GRANT_AWARD | SOUTHERN CO | 467.65 | 90.88 USD | deriv |
| 01 Jul 2024 | GRANT_AWARD | SOUTHERN CO | 551.95 | 77.00 USD | deriv |
| 01 Apr 2024 | GRANT_AWARD | SOUTHERN CO | 597.75 | 71.10 USD | deriv |
| 02 Jan 2024 | GRANT_AWARD | SOUTHERN CO | 606.1 | 70.12 USD | deriv |
| 02 Oct 2023 | GRANT_AWARD | SOUTHERN CO | 618.05 | 64.72 USD | deriv |
| 03 Jul 2023 | GRANT_AWARD | SOUTHERN CO | 569.4 | 70.25 USD | deriv |
| 03 Apr 2023 | GRANT_AWARD | SOUTHERN CO | 574.88 | 69.58 USD | deriv |
| 03 Jan 2023 | GRANT_AWARD | SOUTHERN CO | 560.15 | 71.41 USD | deriv |
| 03 Oct 2022 | GRANT_AWARD | SOUTHERN CO | 992.65 | 68.00 USD | deriv |
| 01 Jul 2022 | GRANT_AWARD | SOUTHERN CO | 922.89 | 73.14 USD | deriv |
| 01 Apr 2022 | GRANT_AWARD | SOUTHERN CO | 910.69 | 74.12 USD | deriv |
| 03 Jan 2022 | GRANT_AWARD | SOUTHERN CO | 984.25 | 68.58 USD | deriv |
| 01 Oct 2021 | GRANT_AWARD | SOUTHERN CO | 647.77 | 61.75 USD | deriv |
| 01 Jul 2021 | GRANT_AWARD | SOUTHERN CO | 650.62 | 61.48 USD | deriv |
| 01 Apr 2021 | GRANT_AWARD | SOUTHERN CO | 641.75 | 62.33 USD | deriv |
| 04 Jan 2021 | GRANT_AWARD | SOUTHERN CO | 651.15 | 61.43 USD | deriv |
| 01 Oct 2020 | GRANT_AWARD | SOUTHERN CO | 732.33 | 54.62 USD | deriv |
| 01 Jul 2020 | GRANT_AWARD | SOUTHERN CO | 756.57 | 52.87 USD | deriv |
| 28 Apr 2020 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 6,235 | 28.87 USD | deriv |
| 01 Apr 2020 | GRANT_AWARD | SOUTHERN CO | 797.77 | 50.14 USD | deriv |