| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| SO, SOJC | SOUTHERN CO | Director | $644K | Oct 1, 2025 | ||
| LGTY | LOGILITY SUPPLY CHAIN SOLUTIONS, INC | Director | $0 | Apr 4, 2025 | ||
| ACBI | Atlantic Capital Bancshares, Inc. | Director | Mar 1, 2022 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|