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 | 84,980.63 | reported | 01 Oct 2025 | tx 51+39,704.88 |
| GENUINE PARTS CO | 33,577 | reported | 02 Apr 2025 | tx 219+77,296−20,716 |
| PROTECTIVE LIFE CORP | 0 | reported | 01 Feb 2015 | tx 155+2,777,303.55−2,468,784.92 |
| HARLAND JOHN H CO | 0 | reported | 01 May 2007 | tx 27+6,137−21,208 |
| REGIONS FINANCIAL CORP | 0 | reported | 17 Apr 2024 | tx 99+276,135.83−77,589 |
| ALABAMA NATIONAL BANCORPORATION | 0 | reported | 22 Feb 2008 | tx 28+2,562.69−53,923.8 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 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 Apr 2025 | GRANT_AWARD | GENUINE PARTS CO | 281 | 120.06 USD | deriv |
| 03 Jan 2025 | GRANT_AWARD | GENUINE PARTS CO | 288 | 117.02 USD | deriv |
| 02 Jan 2025 | GRANT_AWARD | SOUTHERN CO | 516.28 | 82.32 USD | deriv |
| 02 Oct 2024 | GRANT_AWARD | GENUINE PARTS CO | 243 | 138.75 USD | deriv |
| 01 Oct 2024 | GRANT_AWARD | SOUTHERN CO | 467.65 | 90.88 USD | deriv |
| 02 Jul 2024 | GRANT_AWARD | GENUINE PARTS CO | 249 | 135.79 USD | deriv |
| 01 Jul 2024 | GRANT_AWARD | SOUTHERN CO | 551.95 | 77.00 USD | deriv |
| 03 May 2024 | GRANT_AWARD | GENUINE PARTS CO | 1,207 | 0.00 USD | deriv |
| 01 May 2024 | EXERCISE | GENUINE PARTS CO | 2,063 | 0.00 USD | |
| 01 May 2024 | TAX_WITHHOLDING | GENUINE PARTS CO | 557 | 157.72 USD | |
| 01 May 2024 | EXERCISE | GENUINE PARTS CO | 2,063 | 0.00 USD | deriv |
| 17 Apr 2024 | EXERCISE | REGIONS FINANCIAL CORP | 43,883 | 0.00 USD | |
| 17 Apr 2024 | EXERCISE | REGIONS FINANCIAL CORP | 43,883 | 0.00 USD | deriv |
| 01 Apr 2024 | GRANT_AWARD | SOUTHERN CO | 597.75 | 71.10 USD | deriv |
| 02 Apr 2024 | GRANT_AWARD | GENUINE PARTS CO | 220 | 153.69 USD | deriv |
| 03 Jan 2024 | GRANT_AWARD | GENUINE PARTS CO | 245 | 137.50 USD | deriv |
| 02 Jan 2024 | GRANT_AWARD | SOUTHERN CO | 606.1 | 70.12 USD | deriv |
| 03 Oct 2023 | GRANT_AWARD | GENUINE PARTS CO | 241 | 140.39 USD | deriv |
| 02 Oct 2023 | GRANT_AWARD | SOUTHERN CO | 618.05 | 64.72 USD | deriv |
| 05 Jul 2023 | GRANT_AWARD | GENUINE PARTS CO | 202 | 167.26 USD | deriv |
| 03 Jul 2023 | GRANT_AWARD | SOUTHERN CO | 569.4 | 70.25 USD | deriv |
| 01 May 2023 | TAX_WITHHOLDING | GENUINE PARTS CO | 625 | 170.23 USD |