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Insider Information:   Barrett Kelly Hefner
Relationship:  
City:   Atlanta
State:   GA
   
Insider Summary:
  
   
Companies Owned :   5    
Direct Shares   146,082    

Indirect Shares

  1,000      
Direct Value   $1,519,370    

Indirect Value

  $0      
Total Shares   147,082      
Total Value   $1,519,370      


State Bank Financial Corporation
 $0 Piedmont Office Realty Trust, Inc.
 $487,633 Americold Realty Trust
 $316,547 Aarons Company, Inc.
 $363,341 Evertec, Inc.
 $351,849 State Bank Financial Corporation
 $0 Piedmont Office Realty Trust, Inc.
 $487,633 Americold Realty Trust
 $316,547 Aarons Company, Inc.
 $363,341 Evertec, Inc.
 $351,849
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    4   
    0    

     Stock price went up :

    1   
    0    
     Stock price went down :
    3   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
   -26.4%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            State Bank Financial Corporation STBZ Director 2015-05-27 9,000 2015-05-27 1,000    Premium*  
            Piedmont Office Realty Trust, Inc. PDM Director 2024-05-07 67,821 2016-05-12 0    Premium*  
            Americold Realty Trust COLD Director 2024-05-16 12,036 2019-08-14 0    Premium*  
            Aarons Company, Inc. AAN Director 2024-05-15 47,126 2020-11-30 0    Premium*  
            Evertec, Inc. EVTC 2023-06-01 10,099 0    Premium*  
* Premium Members only  

Records found :    33         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 2
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
PDM Piedmont Office Realty Tr... Director   –       •      –    2023-05-10 4 OE $0.00 $0 D/D 6,839 52,601 0 -
PDM Piedmont Office Realty Tr... Director   –       •      –    2024-05-07 4 OE $0.00 $0 D/D 15,220 67,821 0 -
STBZ State Bank Financial Corp... Director   –       •      –    2012-08-27 4 A $0.00 $0 D/D 1,000 1,000 0 -
STBZ State Bank Financial Corp... Director   –       •      –    2012-11-02 4 B $15.71 $15,710 I/I 1,000 1,000 2.1 -
STBZ State Bank Financial Corp... Director   –       •      –    2012-11-02 4 B $15.69 $78,450 D/D 5,000 6,000 2.39 -
STBZ State Bank Financial Corp... Director   –       •      –    2013-05-23 4 A $0.00 $0 D/D 1,000 7,000 0 -
STBZ State Bank Financial Corp... Director   –       •      –    2014-05-28 4 A $0.00 $0 D/D 1,000 8,000 0 -
STBZ State Bank Financial Corp... Director   –       •      –    2015-05-27 4 A $0.00 $0 D/D 1,000 9,000 0 -

  33  Records found
  1   2     
  Page 2 of 2  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed