Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SOUTHERN CO | 216,863.25 | reported | 24 May 2026 | tx 316+1,699,698.44−2,096,423.03 |
| Invesco Ltd. | 59,917 | reported | 15 May 2026 | tx 5+56,545 |
| Essential Utilities, Inc. | 9,083 | reported | 20 Mar 2023 | tx 16+9,083 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 24 May 2026 | EXERCISE | SOUTHERN CO | 7,662 | 0.00 USD | |
| 24 May 2026 | TAX_WITHHOLDING | SOUTHERN CO | 3,414 | 94.55 USD | |
| 24 May 2026 | EXERCISE | SOUTHERN CO | 6,898 | 94.55 USD | deriv |
| 15 May 2026 | GRANT_AWARD | Invesco Ltd. | 8,112 | 0.00 USD | |
| 16 Feb 2026 | TAX_WITHHOLDING | SOUTHERN CO | 27,715 | 90.86 USD | |
| 16 Feb 2026 | TAX_WITHHOLDING | SOUTHERN CO | 6,772 | 90.86 USD | |
| 16 Feb 2026 | TAX_WITHHOLDING | SOUTHERN CO | 52,259 | 90.86 USD | |
| 16 Feb 2026 | GRANT_AWARD | SOUTHERN CO | 62,223 | 0.00 USD | |
| 16 Feb 2026 | GRANT_AWARD | SOUTHERN CO | 117,327 | 0.00 USD | |
| 16 Feb 2026 | EXERCISE | SOUTHERN CO | 13,751 | 0.00 USD | |
| 16 Feb 2026 | EXERCISE | SOUTHERN CO | 13,302 | 0.00 USD | deriv |
| 31 Jan 2026 | TAX_WITHHOLDING | SOUTHERN CO | 5,975 | 89.31 USD | |
| 01 Feb 2026 | TAX_WITHHOLDING | SOUTHERN CO | 2,166 | 89.31 USD | |
| 01 Feb 2026 | EXERCISE | SOUTHERN CO | 4,812 | 0.00 USD | |
| 31 Jan 2026 | EXERCISE | SOUTHERN CO | 14,159 | 0.00 USD | |
| 31 Jan 2026 | EXERCISE | SOUTHERN CO | 13,215 | 0.00 USD | deriv |
| 01 Feb 2026 | EXERCISE | SOUTHERN CO | 4,313 | 0.00 USD | deriv |
| 24 May 2025 | TAX_WITHHOLDING | SOUTHERN CO | 3,285 | 89.64 USD | |
| 24 May 2025 | EXERCISE | SOUTHERN CO | 7,355 | 89.64 USD | |
| 24 May 2025 | EXERCISE | SOUTHERN CO | 6,898 | 89.64 USD | deriv |
| 15 May 2025 | GRANT_AWARD | Invesco Ltd. | 12,728 | 0.00 USD | |
| 03 Mar 2025 | SALE | SOUTHERN CO | 24,407 | 90.13 USD | |
| 25 Feb 2025 | SALE | SOUTHERN CO | 1,593 | 90.00 USD | |
| 13 Feb 2025 | TAX_WITHHOLDING | SOUTHERN CO | 1,864 | 86.78 USD | |
| 13 Feb 2025 | EXERCISE | SOUTHERN CO | 4,174 | 0.00 USD |