Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Director | April 22, 2025 | April 24, 2025 |
| TPI COMPOSITES, INCTPIC · Entity 12367 | Director | May 22, 2024 | May 24, 2024 |
| Trane Technologies plcTT · Entity 2921 | Director | June 04, 2026 | June 08, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BANK OF AMERICA CORP /DE/
Report date April 22, 2025 · Filed April 24, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 126,474.3 |
Reported balance
After 2025-04-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-04-22 · Grant · Acquired 7,306.89 · Balance 126,474.3 F1: Each phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock. F2: Phantom stock units acquired represent payment of annual compensation for services as a director under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3. Phantom stock units may be settled in cash upon death or termination of service as a director. F3: Includes 2910.15 phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan. |
| Common StockSEC Table I · non-derivative | Direct | 19,507 |
Reported balance
Holding disclosure · report date 2025-04-22 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 19,507 |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock.
F2: Phantom stock units acquired represent payment of annual compensation for services as a director under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3. Phantom stock units may be settled in cash upon death or termination of service as a director.
F3: Includes 2910.15 phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan.
TPI COMPOSITES, INC
Report date May 22, 2024 · Filed May 24, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,985 |
Reported balance
After 2024-05-24 transaction · row 1
1 source rowRow 1 · 2024-05-24 · Exercise / conversion · Acquired 10,044 · Balance 24,985 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-05-24 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-05-24 · Exercise / conversion · Disposed 10,044 · Balance 0 F1: The restricted stock units vested in full on the one-year anniversary of the grant date, pursuant to the Issuer's Non-Employee Director Compensation Policy. F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the common stock. All unvested RSUs will automatically expire upon Reporting Person's termination of service from Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units vested in full on the one-year anniversary of the grant date, pursuant to the Issuer's Non-Employee Director Compensation Policy.
F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the common stock. All unvested RSUs will automatically expire upon Reporting Person's termination of service from Issuer.
Trane Technologies plc
Report date June 04, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 1,657 |
Reported balance
After 2026-06-04 transaction · row 1
1 source rowRow 1 · 2026-06-04 · Tax withholding · Disposed 112 · Balance 1,657 |
| Ordinary SharesSEC Table I · non-derivative | IndirectHeld by Trust | 4,332 |
Reported balance
Holding disclosure · report date 2026-06-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,332 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SOUTHERN CO
Report date December 31, 2018 · Filed January 07, 2019
Section 16 reporting ended · disclosed 2019-01-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Southern Company Common StockSEC Table I · non-derivative | Direct | 159 |
Reported balance
After 2015-01-23 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2015-01-23 · Grant · Acquired 159 · Balance 159 F1: Shares were purchased by Ms. Hudson's portfolio manager at his discretion, pursuant to a discretionary investment management agreement. |
| Southern Company Common StockSEC Table I · non-derivative | Direct | 376 |
Reported balance
After 2015-05-01 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 2015-05-01 · Grant · Acquired 217 · Balance 376 F1: Shares were purchased by Ms. Hudson's portfolio manager at his discretion, pursuant to a discretionary investment management agreement. |
| Southern Company Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2018-12-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were purchased by Ms. Hudson's portfolio manager at his discretion, pursuant to a discretionary investment management agreement.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 17, 2015 Filed Jun 19, 2015 20:05 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 2,081.98 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-055038 · doc4.xml · derivative · entry 2 HUDSON LINDA P · CIK 0001222196 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,819.2677 Underlying: Common Stock · 2,081.98 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of common stock. Phantom stock units may be settled in cash upon death or termination of service as a director. F1 · price: Each phantom stock unit is the economic equivalent of one share of common stock. Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.exercise_date: Phantom stock units acquired represent payment of annual compensation for services as a director under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3. F2 · derivative.expiration_date: Phantom stock units acquired represent payment of annual compensation for services as a director under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3. Read SEC document |
| May 06, 2015 Filed May 8, 2015 20:41 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 9,821.98 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-040572 · doc4.xml · derivative · entry 3 HUDSON LINDA P · CIK 0001222196 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,737.2877 Underlying: Common Stock · 9,821.98 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of common stock. Phantom stock units may be settled in cash upon death or termination of service as a director. F1 · price: Each phantom stock unit is the economic equivalent of one share of common stock. Phantom stock units may be settled in cash upon death or termination of service as a director. F3 · derivative.exercise_date: Phantom stock units acquired represent payment of annual compensation for services as a director under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3. F3 · derivative.expiration_date: Phantom stock units acquired represent payment of annual compensation for services as a director under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3. Read SEC document |
| May 01, 2015 Filed Jan 7, 2019 22:10 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 217 | $44.50 | $9,656.50 |
DisclosureSEC source: 0001209191-19-002582 · doc5.xml · nonDerivative · entry 2 HUDSON LINDA P · CIK 0001222196 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 376 F1 · shares: Shares were purchased by Ms. Hudson's portfolio manager at his discretion, pursuant to a discretionary investment management agreement. Read SEC document |
| March 27, 2015 Filed May 8, 2015 20:41 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 104.4977 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-040572 · doc4.xml · derivative · entry 2 HUDSON LINDA P · CIK 0001222196 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,915.3077 Underlying: Common Stock · 104.4977 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of common stock. Phantom stock units may be settled in cash upon death or termination of service as a director. F1 · price: Each phantom stock unit is the economic equivalent of one share of common stock. Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.exercise_date: Represents phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan. F2 · derivative.expiration_date: Represents phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan. Read SEC document |
| January 23, 2015 Filed Jan 7, 2019 22:10 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 159 | $52.19 | $8,298.21 |
DisclosureSEC source: 0001209191-19-002582 · doc5.xml · nonDerivative · entry 1 HUDSON LINDA P · CIK 0001222196 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159 F1 · shares: Shares were purchased by Ms. Hudson's portfolio manager at his discretion, pursuant to a discretionary investment management agreement. Read SEC document |
| May 07, 2014 Filed May 9, 2014 20:09 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 10,810.81 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-14-012582 · doc4.xml · derivative · entry 2 HUDSON LINDA P · CIK 0001222196 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,810.81 Underlying: Common Stock · 10,810.81 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of common stock. Phantom stock units may be settled in cash upon death or termination of service as a director. F1 · price: Each phantom stock unit is the economic equivalent of one share of common stock. Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.exercise_date: Phantom stock units acquired represent payment of the Annual Stock Award portion of the annual Directors' compensation under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3. F2 · derivative.expiration_date: Phantom stock units acquired represent payment of the Annual Stock Award portion of the annual Directors' compensation under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3. Read SEC document |
| May 10, 2013 Filed May 10, 2013 21:37 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 6,934 | $12.94 | $89,725.96 |
DisclosureSEC source: 0001225208-13-011989 · doc4.xml · nonDerivative · entry 2 HUDSON LINDA P · CIK 0001222196 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,507 F2 · acquired: Disposition of shares to satisfy tax liability upon vesting of restricted stock grant, consistent with Bank of America Corporation's stock ownership and retention requirements for directors. Read SEC document |
| May 08, 2013 Filed May 10, 2013 21:37 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 12,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-011989 · doc4.xml · nonDerivative · entry 1 HUDSON LINDA P · CIK 0001222196 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,441 F1 · acquired: Shares represent payment of the annual Directors' compensation under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. Read SEC document |
| September 01, 2012 Filed Sep 4, 2012 20:06 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 14,153 | $7.99 | $113,082.47 |
DisclosureSEC source: 0001225208-12-018885 · doc4.xml · nonDerivative · entry 1 HUDSON LINDA P · CIK 0001222196 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,153 F1 · shares: Shares represent payment of a portion of the annual retainer as restricted shares under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.