| Company Holdings | All | VMC | ALB | DUK |
| Direct | Indirect Ownership | Total | |
| Shares | 30,361 | 0 | 30,361 |
| Value | $4,496,026.15 | $0.00 | $4,496,026.15 |
Ticker |
Trans. Date |
Trans. Type |
Shares |
Ownership Type |
Issue Type |
Price |
Trans. Value |
Total Shares Owned |
|---|---|---|---|---|---|---|---|---|
| VMC | 02/20/2026 | DDS | 1,137 | Direct | COM | $303.72 | $345,329.64 | 0 |
| ALB | 02/13/2026 | DDS | 8,454 | Direct | COM | $163.71 | $1,384,004.34 | 9,439 |
| VMC | 02/26/2024 | DDS | 1,200 | Direct | COM | $260.48 | $312,576.00 | 330 |
| VMC | 10/31/2023 | DDS | 500 | Direct | COM | $195.92 | $97,960.00 | 1,530 |
| VMC | 05/14/2021 | AAP | 500 | Direct | COM | $191.46 | $95,730.00 | 500 |
| DUK | 02/25/2020 | DDS | 7,800 | Direct | COM | $101.68 | $793,104.00 | 20,592 |
| DUK | 02/25/2020 | DDS | 200 | Direct | COM | $101.69 | $20,337.00 | 20,392 |
| DUK | 02/19/2019 | DDS | 1,500 | Direct | COM | $87.49 | $131,235.00 | 18,198 |
| DUK | 02/19/2019 | DDS | 100 | Direct | COM | $87.49 | $8,749.10 | 18,098 |
| DUK | 02/19/2019 | DDS | 300 | Direct | COM | $87.50 | $26,249.10 | 17,798 |
| DUK | 02/19/2019 | DDS | 100 | Direct | COM | $87.50 | $8,750.20 | 17,698 |
| DUK | 08/06/2018 | DDS | 500 | Direct | COM | $81.76 | $40,880.00 | 15,096 |
| DUK | 02/27/2017 | DDS | 500 | Direct | COM | $81.79 | $40,895.50 | 11,179 |
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Transaction Type Key First letter: A = Acquired, D = Disposed Second letter: A = Grant, award or other acquisition pursuant to Rule 16b-3(d) C = Conversion of derivative security | D = Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e) | E = Expiration of short derivative position | F = Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. | G = Gift | H = Expiration (or cancellation) of long derivative position with value received | I = Discretionary transaction in accordance with Rule 16b-3(f) | J = Other | L = Small acquisition under Rule 16a-6 | M = Exercise or conversion of derivative security exempted pursuant to Rule 16b-3 | O = Exercise of out-of-the-money derivative security | P = Open market or private purchase | S = Open market or private sale | U = Disposition pursuant to a tender of shares in a change of control transaction | W = Acquisition or disposition by will or the laws of descent and distribution | X = Exercise of in-the-money or at-the-money derivative security | Z = Deposit into or withdrawal from voting trust |
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