| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| RF, RF-PC | REGIONS FINANCIAL CORP | Chairman, President and CEO, Director | $26.3M | Jul 25, 2025 | ||
| SO, SOJC | SOUTHERN CO | Director | $93.3K | Sep 1, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|