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 | 263,664 | reported | 15 Sept 2009 | tx 76+1,281,025−1,103,172 |
| BANK OF AMERICA CORP /DE/ | 103,942.38 | reported | 04 May 2026 | tx 12+115,947.15 |
| DIRECTV | 85,951 | reported | 23 Feb 2015 | tx 14+3,652,503−1,834,124 |
| WHIRLPOOL CORP /DE/ | 22,675.46 | reported | 18 Apr 2023 | tx 46+39,875.8−21,374 |
| KIMBERLY CLARK CORP | 16,861 | reported | 02 Jan 2024 | tx 25+19,273.58 |
| INSITUFORM TECHNOLOGIES INC | 13,139 | reported | 12 Mar 2018 | tx 14+17,512−15,425 |
| Apergy Corp | 8,229 | reported | 18 May 2020 | tx 4+2,797−2,144 |
| Piedmont Lithium Inc. | 0 | reported | 29 Aug 2025 | tx 32+154,522−151,822 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 May 2026 | GRANT_AWARD | BANK OF AMERICA CORP /DE/ | 5,365.01 | — | deriv |
| 29 Aug 2025 | OTHER | Piedmont Lithium Inc. | 63,066 | — | |
| 29 Aug 2025 | GRANT_AWARD | Piedmont Lithium Inc. | 33,410 | 0.00 USD | |
| 29 Aug 2025 | OTHER | Piedmont Lithium Inc. | 4,530 | — | deriv |
| 29 Aug 2025 | OTHER | Piedmont Lithium Inc. | 15,871 | — | deriv |
| 29 Aug 2025 | OTHER | Piedmont Lithium Inc. | 9,069 | — | deriv |
| 29 Aug 2025 | OTHER | Piedmont Lithium Inc. | 41,263 | — | deriv |
| 29 Aug 2025 | OTHER | Piedmont Lithium Inc. | 7,259 | — | deriv |
| 22 Apr 2025 | GRANT_AWARD | BANK OF AMERICA CORP /DE/ | 7,306.89 | — | deriv |
| 21 Jan 2025 | TAX_WITHHOLDING | Piedmont Lithium Inc. | 825 | 9.08 USD | |
| 21 Jan 2025 | GRANT_AWARD | Piedmont Lithium Inc. | 1,846 | 0.00 USD | |
| 13 Dec 2024 | TAX_WITHHOLDING | Piedmont Lithium Inc. | 2,474 | 11.44 USD | |
| 04 Mar 2024 | GRANT_AWARD | Piedmont Lithium Inc. | 15,633 | 0.00 USD | |
| 10 May 2024 | TAX_WITHHOLDING | Piedmont Lithium Inc. | 1,312 | 13.40 USD | |
| 04 Mar 2024 | GRANT_AWARD | Piedmont Lithium Inc. | 41,263 | 0.00 USD | deriv |
| 24 Apr 2024 | GRANT_AWARD | BANK OF AMERICA CORP /DE/ | 7,045.93 | — | deriv |
| 01 Feb 2024 | TAX_WITHHOLDING | Piedmont Lithium Inc. | 1,062 | 17.28 USD | |
| 25 Jan 2024 | GRANT_AWARD | Piedmont Lithium Inc. | 2,705 | 0.00 USD | |
| 02 Jan 2024 | GRANT_AWARD | KIMBERLY CLARK CORP | 1,757 | — | deriv |
| 02 Jan 2024 | TAX_WITHHOLDING | Piedmont Lithium Inc. | 814 | 28.23 USD | |
| 15 Aug 2023 | GRANT_AWARD | Piedmont Lithium Inc. | 1,035 | 0.00 USD | |
| 16 Aug 2023 | TAX_WITHHOLDING | Piedmont Lithium Inc. | 460 | 44.25 USD | |
| 11 Aug 2023 | TAX_WITHHOLDING | Piedmont Lithium Inc. | 460 | 45.45 USD | |
| 10 Aug 2023 | GRANT_AWARD | Piedmont Lithium Inc. | 1,035 | 0.00 USD | |
| 11 May 2023 | SALE | Piedmont Lithium Inc. | 1,316 | 58.99 USD |
1 purchase reported after at least 12 months of silence — most recent on 01 Dec 2009.