Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 24,895 | reported | 24 Feb 2026 | tx 9+47,370 |
| AMERICAN TOWER CORP /MA/ | 6,940 | reported | 10 Mar 2026 | tx 9+6,940 |
| SUNTRUST BANKS INC | 0 | reported | 06 Dec 2019 | tx 25+16,124.99−17,355 |
| LOCKHEED MARTIN CORP | 0 | reported | 28 Jan 2019 | tx 103+837,773.52−575,212.26 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Mar 2026 | GRANT_AWARD | AMERICAN TOWER CORP /MA/ | 1,209 | 0.00 USD | |
| 24 Feb 2026 | GRANT_AWARD | TRUIST FINANCIAL CORP | 4,027 | 0.00 USD | |
| 10 Mar 2025 | GRANT_AWARD | AMERICAN TOWER CORP /MA/ | 1,056 | 0.00 USD | |
| 25 Feb 2025 | GRANT_AWARD | TRUIST FINANCIAL CORP | 3,986 | 0.00 USD | |
| 11 Mar 2024 | GRANT_AWARD | AMERICAN TOWER CORP /MA/ | 1,089 | 0.00 USD | |
| 27 Feb 2024 | GRANT_AWARD | TRUIST FINANCIAL CORP | 5,160 | 0.00 USD | |
| 10 Mar 2023 | GRANT_AWARD | AMERICAN TOWER CORP /MA/ | 1,072 | 0.00 USD | |
| 28 Feb 2023 | GRANT_AWARD | TRUIST FINANCIAL CORP | 3,833 | 0.00 USD | |
| 29 Apr 2022 | PURCHASE | AMERICAN TOWER CORP /MA/ | 9 | 244.96 USD | |
| 10 Mar 2022 | GRANT_AWARD | AMERICAN TOWER CORP /MA/ | 881 | 0.00 USD | |
| 14 Jan 2022 | PURCHASE | AMERICAN TOWER CORP /MA/ | 4 | 252.12 USD | |
| 22 Feb 2022 | GRANT_AWARD | TRUIST FINANCIAL CORP | 2,412 | 0.00 USD | |
| 10 Mar 2021 | GRANT_AWARD | AMERICAN TOWER CORP /MA/ | 881 | 0.00 USD | |
| 23 Feb 2021 | GRANT_AWARD | TRUIST FINANCIAL CORP | 2,554 | 0.00 USD | |
| 10 Mar 2020 | GRANT_AWARD | AMERICAN TOWER CORP /MA/ | 739 | 0.00 USD | |
| 25 Feb 2020 | GRANT_AWARD | TRUIST FINANCIAL CORP | 2,923 | 0.00 USD | |
| 06 Dec 2019 | GRANT_AWARD | TRUIST FINANCIAL CORP | 12,556 | — | deriv |
| 06 Dec 2019 | GRANT_AWARD | TRUIST FINANCIAL CORP | 9,919 | — | deriv |
| 06 Dec 2019 | OTHER | SUNTRUST BANKS INC | 7,659.34 | — | deriv |
| 06 Dec 2019 | OTHER | SUNTRUST BANKS INC | 9,695.66 | — | deriv |
| 01 Oct 2019 | GRANT_AWARD | SUNTRUST BANKS INC | 333.83 | 67.49 USD | deriv |
| 02 Jul 2019 | GRANT_AWARD | SUNTRUST BANKS INC | 361 | 62.49 USD | deriv |
| 23 Apr 2019 | GRANT_AWARD | SUNTRUST BANKS INC | 355 | 63.54 USD | deriv |
| 23 Apr 2019 | GRANT_AWARD | SUNTRUST BANKS INC | 2,204 | 63.54 USD | deriv |
| 28 Jan 2019 | GRANT_AWARD | LOCKHEED MARTIN CORP | 13,141 | 287.87 USD |