Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| PEPSICO INC | 87,715 | reported | 25 Jul 2014 | tx 21+209,381−162,471 |
| CBEYOND COMMUNICATIONS INC | 71,038 | reported | 08 Jun 2012 | tx 5+71,038 |
| SOUTHERN CO | 33,963.91 | reported | 01 Apr 2020 | tx 60+42,266.17 |
| TEMPLETON GLOBAL INCOME FUND | 1,583 | reported | 09 Dec 2016 | tx 1+1,583 |
| FRANKLIN UNIVERSAL TRUST | 1,544 | reported | 09 Dec 2016 | tx 1+1,544 |
| TEMPLETON EMERGING MARKETS INCOME FUND | 940 | reported | 09 Dec 2016 | tx 1+940 |
| FRANKLIN TEMPLETON LTD DURATION INCOME TRUST | 845 | reported | 09 Dec 2016 | tx 1+845 |
| TEMPLETON EMERGING MARKETS FUND | 827 | reported | 09 Dec 2016 | tx 1+827 |
| TEMPLETON DRAGON FUND INC | 599 | reported | 09 Dec 2016 | tx 1+599 |
| Graham Holdings Co | 76 | reported | 30 Dec 2011 | tx 1+76 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Apr 2020 | GRANT_AWARD | SOUTHERN CO | 1,346.23 | 50.14 USD | deriv |
| 02 Jan 2020 | GRANT_AWARD | SOUTHERN CO | 1,059.65 | 63.70 USD | deriv |
| 01 Oct 2019 | GRANT_AWARD | SOUTHERN CO | 1,010.02 | 61.88 USD | deriv |
| 01 Jul 2019 | GRANT_AWARD | SOUTHERN CO | 1,139.68 | 54.84 USD | deriv |
| 01 Apr 2019 | GRANT_AWARD | SOUTHERN CO | 1,312.97 | 51.41 USD | deriv |
| 02 Jan 2019 | GRANT_AWARD | SOUTHERN CO | 1,536.89 | 43.92 USD | deriv |
| 01 Oct 2018 | GRANT_AWARD | SOUTHERN CO | 1,548.17 | 43.60 USD | deriv |
| 02 Jul 2018 | GRANT_AWARD | SOUTHERN CO | 1,457.57 | 46.31 USD | deriv |
| 02 Apr 2018 | GRANT_AWARD | SOUTHERN CO | 1,567.4 | 44.66 USD | deriv |
| 02 Jan 2018 | GRANT_AWARD | SOUTHERN CO | 1,455.6 | 48.09 USD | deriv |
| 02 Oct 2017 | GRANT_AWARD | SOUTHERN CO | 1,424.5 | 49.14 USD | deriv |
| 03 Jul 2017 | GRANT_AWARD | SOUTHERN CO | 1,461.99 | 47.88 USD | deriv |
| 03 Apr 2017 | GRANT_AWARD | SOUTHERN CO | 1,406.19 | 49.78 USD | deriv |
| 03 Jan 2017 | GRANT_AWARD | SOUTHERN CO | 1,423.05 | 49.19 USD | deriv |
| 09 Dec 2016 | PURCHASE | TEMPLETON DRAGON FUND INC | 599 | 16.86 USD | |
| 09 Dec 2016 | PURCHASE | FRANKLIN TEMPLETON LTD DURATION INCOME TRUST | 845 | 11.95 USD | |
| 09 Dec 2016 | PURCHASE | FRANKLIN UNIVERSAL TRUST | 1,544 | 6.53 USD | |
| 09 Dec 2016 | PURCHASE | TEMPLETON EMERGING MARKETS FUND | 827 | 12.18 USD | |
| 09 Dec 2016 | PURCHASE | TEMPLETON GLOBAL INCOME FUND | 1,583 | 6.37 USD | first after silence |
| 09 Dec 2016 | PURCHASE | TEMPLETON EMERGING MARKETS INCOME FUND | 940 | 10.72 USD | |
| 01 Oct 2016 | GRANT_AWARD | SOUTHERN CO | 1,364.52 | 51.30 USD | deriv |
| 01 Jul 2016 | GRANT_AWARD | SOUTHERN CO | 1,161.06 | 53.83 USD | deriv |
| 01 Apr 2016 | GRANT_AWARD | SOUTHERN CO | 1,208.9 | 51.70 USD | deriv |
| 01 Jan 2016 | GRANT_AWARD | SOUTHERN CO | 1,335.76 | 46.79 USD | deriv |
| 01 Oct 2015 | GRANT_AWARD | SOUTHERN CO | 1,414.35 | 44.19 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 09 Dec 2016.