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Insider Information:   Hance James H Jr
Relationship:   Director
City:   Charlotte
State:   NC
   
Insider Summary:
  
   
Companies Owned :   8    
Direct Shares   1,323,337    

Indirect Shares

   15,000      
Direct Value   $54,060,718    

Indirect Value

   $565,650      
Total Shares   1,338,337      
Total Value   $54,626,368      


Bank of America Corp $27,846,610 Rayonier Inc $707,655 Cousins Properties Inc $2,217,613 Duke Energy Corp $3,710,763 Morgan Stanley $4,489,915 Ford Motor Co $745,888 The Carlyle Group Inc $9,742,583 Acuity Brands Inc $4,599,691 Bank of America Corp $27,846,610 Rayonier Inc $707,655 Cousins Properties Inc $2,217,613 Duke Energy Corp $3,710,763 Morgan Stanley $4,489,915 Ford Motor Co $745,888 The Carlyle Group Inc $9,742,583 Acuity Brands Inc $4,599,691
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    0   
    0    

     Stock price went up :
    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Bank of America Corp BAC Vice Chairman, Director 2005-02-01 738,441 2005-01-24 15,000    Premium*  
            Rayonier Inc RYN Director 2009-05-22 23,875 2004-07-19 0    Premium*  
            Cousins Properties Inc CUZ Director 2016-05-31 93,768 0    Premium*  
            Duke Energy Corp DUK Director 2015-05-07 36,245 0    Premium*  
            Morgan Stanley MS Director 2011-05-18 46,946 0    Premium*  
            Ford Motor Co F Director 2015-05-21 59,671 0    Premium*  
            The Carlyle Group Inc CG 2024-05-01 306,853 2014-05-01 0    Premium*  
            Acuity Brands Inc AYI Director 2024-01-24 17,538 2014-08-20 0    Premium*  
* Premium Members only  

Records found :    159         Free Registration Required For Full Results.    Limit: 25

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  Page 3 of 7
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
BAC Bank of America Corp Vice Chairman and CFO   •       •      –    2004-03-10 4 AS $81.25 $1,782,620 D/D (21,900) 269,613 -
BAC Bank of America Corp Vice Chairman and CFO   •       •      –    2004-03-10 4 AS $80.90 $2,278,826 D/D (28,100) 292,888 -
BAC Bank of America Corp Vice Chairman and CFO   •       •      –    2004-03-10 4 OE $26.81 $1,340,625 D/D 50,000 320,988 -
BAC Bank of America Corp Vice Chairman   •       •      –    2004-04-01 4 A $0.00 $0 I/I 69 69 -
BAC Bank of America Corp Vice Chairman   •       •      –    2004-04-16 4 S $80.37 $5,546 I/I (69) 0 -
BAC Bank of America Corp Vice Chairman   •       •      –    2004-07-02 4 A $0.00 $0 I/I 502 4,166 -
BAC Bank of America Corp Vice Chairman   •       •      –    2004-12-31 4 A $0.00 $0 I/I 293 8,625 -
BAC Bank of America Corp Vice Chairman   •       •      –    2005-01-24 4 GA $0.00 $0 I/I 1,200 15,000 -
BAC Bank of America Corp Vice Chairman   •       •      –    2005-01-24 4 GD $0.00 $0 D/D 1,450 537,776 -
BAC Bank of America Corp Vice Chairman   •       •      –    2005-02-01 4 OE $46.68 $16,102,733 D/D 344,960 738,441 -
BAC Bank of America Corp Vice Chairman   •       •      –    2005-02-01 4 D $46.68 $6,735,691 D/D (144,295) 544,645 -
CUZ Cousins Properties Inc Director   –       •      –    2005-02-08 3 IO $0.00 $0 D/D 0 20,000 -
CUZ Cousins Properties Inc Director   –       •      –    2005-08-16 4 A $29.52 $7,882 D/D 267 20,267 -
CUZ Cousins Properties Inc Director   –       •      –    2005-11-15 4 A $28.57 $7,885 D/D 276 20,543 -
CUZ Cousins Properties Inc Director   –       •      –    2006-02-21 4 A $30.37 $7,866 D/D 259 20,802 -
CUZ Cousins Properties Inc Director   –       •      –    2006-05-09 4 A $31.71 $7,864 D/D 248 21,050 -
CUZ Cousins Properties Inc Director   –       •      –    2006-08-15 4 A $31.15 $9,999 D/D 321 21,371 -
CUZ Cousins Properties Inc Director   –       •      –    2006-11-14 4 A $35.15 $10,510 D/D 299 21,670 0 -
CUZ Cousins Properties Inc Director   –       •      –    2007-02-20 4 A $35.25 $9,977 D/D 283 21,953 0 -
CUZ Cousins Properties Inc Director   –       •      –    2007-05-14 4 A $31.20 $9,983 D/D 320 22,273 0 -
CUZ Cousins Properties Inc Director   –       •      –    2007-08-14 4 A $24.03 $9,997 D/D 416 22,689 0 -
CUZ Cousins Properties Inc Director   –       •      –    2007-08-15 4 D $24.03 $3,653 D/D (152) 22,689 0 -
CUZ Cousins Properties Inc Director   –       •      –    2007-08-15 4 OE $0.00 $0 D/D 152 22,841 0 -
CUZ Cousins Properties Inc Director   –       •      –    2007-11-13 4 A $24.56 $9,997 D/D 407 23,096 0 -
CUZ Cousins Properties Inc Director   –       •      –    2008-02-19 4 A $23.36 $9,998 D/D 428 23,524 0 -
  159  Records found
  1   2   3  4   5   6   7      
  Page 3 of 7  
 
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
 
 
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