MARTIN BERNARD DAVIS
CIK 1674959 · EVP & CIO · last filed 2026-05-04
"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.
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Disclosed Exposure
$5.00M
Companies
4
Total Filings
36
Lifetime Open-Market Net
-$1.17M
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
| 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 · Page 2 of 4
36 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2024-02-14 | SOJE | Mixed | +944 | -$52.5K | EDGAR |
| 2024-02-09 | SOJE | Mixed | +14,893 | -$819.1K | EDGAR |
| 2024-02-06 | SOJE | Mixed | +970 | -$65.8K | EDGAR |
| 2023-11-02 | SSB | Exer (M) | +1,215 | $0 | EDGAR |
| 2023-09-06 | SOJE | Sell (S) | −1,490 | -$99.9K | EDGAR |
| 2023-06-02 | SOJE | Sell (S) | −1,435 | -$100.4K | EDGAR |
| 2023-05-02 | SSB | Grant (A) | — | $0 | EDGAR |
| 2023-03-02 | SOJE | Sell (S) | −1,601 | -$100.1K | EDGAR |
| 2023-02-15 | SOJE | Mixed | +9,566 | -$527.8K | EDGAR |
| 2023-02-14 | SOJE | Mixed | +656 | -$36.1K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.