MARTIN BERNARD DAVIS
CIK 1674959 · EVP & CIO · last filed 2026-05-04
MARTIN BERNARD DAVIS is an EVP & CIO who has filed 36 SEC Form 4 insider transactions across 4 companies since 2016. The most recent filing, for SSB, was dated May 4, 2026. Across all open-market trades the lifetime net is −$1.2M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $5.0M across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$5.00M
4
36
-$1.17M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| SSB | Director | 9,639 | $98.96 | $953.9K | $84.0K | 17 | 2026-05-04 |
| SOJF | EVP & CIO | 102,090 | $25.01 | $2.55M | -$100.8K | 4 | 2025-03-04 |
| SOJE | EVP and CIO | 88,393 | $16.91 | $1.49M | -$702.5K | 12 | 2024-12-06 |
| SOUTHERN CO (SOLN) Delisted | EVP and CIO | 30,525 | $56.16 | $1.71M | -$452.3K | 3 | 2022-02-15 |
Recent Filings
36 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-05-04 | SSB | Grant (A) | — | $0 | EDGAR |
| 2025-11-03 | SSB | Exer (M) | +1,136 | $0 | EDGAR |
| 2025-05-02 | SSB | Grant (A) | — | $0 | EDGAR |
| 2025-03-04 | SOJF | Sell (S) | −1,125 | -$100.8K | EDGAR |
| 2025-02-18 | SOJF | Mixed | +986 | -$69.3K | EDGAR |
| 2025-02-07 | SOJF | Mixed | +12,952 | -$876.2K | EDGAR |
| 2025-02-04 | SOJF | Mixed | +884 | -$71.4K | EDGAR |
| 2024-12-06 | SOJE | Sell (S) | −1,170 | -$100.5K | EDGAR |
| 2024-11-04 | SSB | Exer (M) | +1,063 | $0 | EDGAR |
| 2024-05-02 | SSB | Grant (A) | — | $0 | EDGAR |