| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| NONE | PUBLIX SUPER MARKETS INC | Senior Vice President | $1.6M | Dec 28, 2024 | ||
| SSB | SouthState Corp | Director | $305K | Nov 1, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|