Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| PUBLIX SUPER MARKETS INC | 11,527.54 | reported | 03 Mar 2025 | tx 5+12,253.63 |
| SouthState Bank Corp | 1,050 | reported | 01 May 2026 | tx 5+4,272 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 May 2026 | GRANT_AWARD | SouthState Bank Corp | 1,050 | 97.48 USD | deriv |
| 31 Dec 2025 | OTHER | SouthState Bank Corp | 8 | 94.11 USD | |
| 03 Mar 2025 | GRANT_AWARD | PUBLIX SUPER MARKETS INC | 2,021.25 | 19.20 USD | deriv |
| 01 Nov 2025 | EXERCISE | SouthState Bank Corp | 1,136 | 0.00 USD | |
| 01 May 2025 | GRANT_AWARD | SouthState Bank Corp | 1,136 | 87.65 USD | deriv |
| 24 Jan 2025 | EXERCISE | SouthState Bank Corp | 942 | 0.00 USD | |
| 01 Mar 2024 | GRANT_AWARD | PUBLIX SUPER MARKETS INC | 1,946.77 | 15.20 USD | deriv |
| 01 Mar 2023 | GRANT_AWARD | PUBLIX SUPER MARKETS INC | 2,350.03 | 14.55 USD | deriv |
| 30 Mar 2022 | PURCHASE | PUBLIX SUPER MARKETS INC | 3,630 | 13.76 USD | |
| 01 Mar 2022 | GRANT_AWARD | PUBLIX SUPER MARKETS INC | 2,305.58 | 13.76 USD | deriv |