| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| EXC | EXELON CORP | EVP, CLO & Corporate Secretary | $956K | Feb 3, 2025 | ||
| SO, SOJC | SOUTHERN CO | Director | $700K | Jul 3, 2023 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|