Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| DTE ENERGY CO | 105,236 | reported | 18 Feb 2022 | tx 179+1,072,068.04−942,654.86 |
| SOUTHERN CO | 8,429.13 | reported | 02 Jan 2026 | tx 11+8,075.27 |
| LANDAUER INC | 0 | reported | 19 Oct 2017 | tx 11+19,940−19,940 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Jan 2026 | GRANT_AWARD | SOUTHERN CO | 874.43 | 87.20 USD | deriv |
| 01 Oct 2025 | GRANT_AWARD | SOUTHERN CO | 764.77 | 94.80 USD | deriv |
| 01 Jul 2025 | GRANT_AWARD | SOUTHERN CO | 785.48 | 92.30 USD | deriv |
| 01 Apr 2025 | GRANT_AWARD | SOUTHERN CO | 789.59 | 91.82 USD | deriv |
| 02 Jan 2025 | GRANT_AWARD | SOUTHERN CO | 880.71 | 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 | 1,138.79 | 70.25 USD | deriv |
| 18 Feb 2022 | GIFT | DTE ENERGY CO | 18,159 | 0.00 USD | |
| 18 Feb 2022 | GIFT | DTE ENERGY CO | 18,159 | 0.00 USD | |
| 02 Feb 2022 | GRANT_AWARD | DTE ENERGY CO | 29,084 | 0.00 USD | |
| 02 Feb 2022 | TAX_WITHHOLDING | DTE ENERGY CO | 10,205 | 120.23 USD | |
| 30 Jan 2022 | TAX_WITHHOLDING | DTE ENERGY CO | 1,681 | 120.24 USD | |
| 12 Mar 2021 | GIFT | DTE ENERGY CO | 15,262 | 0.00 USD | |
| 12 Mar 2021 | GIFT | DTE ENERGY CO | 15,262 | 0.00 USD | |
| 31 Jan 2021 | TAX_WITHHOLDING | DTE ENERGY CO | 2,180 | 118.72 USD | |
| 27 Jan 2021 | TAX_WITHHOLDING | DTE ENERGY CO | 7,469 | 120.71 USD | |
| 27 Jan 2021 | GRANT_AWARD | DTE ENERGY CO | 24,612 | 0.00 USD | |
| 22 Dec 2020 | GIFT | DTE ENERGY CO | 144 | 0.00 USD | |
| 16 Nov 2020 | SALE | DTE ENERGY CO | 4,500 | 134.50 USD | |
| 01 Apr 2020 | GIFT | DTE ENERGY CO | 12,328 | 0.00 USD | |
| 01 Apr 2020 | GIFT | DTE ENERGY CO | 12,328 | 0.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 21 Nov 2008.