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

  
3m +/-  
Form
CUZ Cousins Properties Inc Director   –       •      –    2011-03-31 4 OE $0.00 $0 D/D 152 55,818 0 -
CUZ Cousins Properties Inc Director   –       •      –    2011-05-31 4 A $8.58 $49,998 D/D 5,824 61,490 0 -
CUZ Cousins Properties Inc Director   –       •      –    2011-06-01 4 D $8.58 $5,103 D/D (595) 61,490 0 -
CUZ Cousins Properties Inc Director   –       •      –    2011-06-01 4 OE $0.00 $0 D/D 595 62,085 0 -
CUZ Cousins Properties Inc Director   –       •      –    2012-05-31 4 A $7.49 $49,997 D/D 6,673 68,163 0 -
CUZ Cousins Properties Inc Director   –       •      –    2012-06-01 4 D $7.45 $4,432 D/D (595) 68,163 0 -
CUZ Cousins Properties Inc Director   –       •      –    2012-06-01 4 OE $0.00 $0 D/D 595 68,758 0 -
CUZ Cousins Properties Inc Director   •       •      –    2013-05-31 4 A $10.86 $49,999 D/D 4,604 72,767 0 -
CUZ Cousins Properties Inc Director   •       •      –    2013-06-01 4 D $10.86 $34,111 D/D (3,141) 72,767 0 -
CUZ Cousins Properties Inc Director   •       •      –    2013-06-01 4 OE $0.00 $0 D/D 3,141 75,313 0 -
CUZ Cousins Properties Inc Director   •       •      –    2014-06-02 4 A $11.82 $74,998 D/D 6,345 79,112 0 -
CUZ Cousins Properties Inc Director   •       •      –    2015-06-01 4 A $9.84 $74,991 D/D 7,621 86,733 0 -
CUZ Cousins Properties Inc Director   •       •      –    2016-05-31 4 A $10.66 $74,993 D/D 7,035 93,768 0 -
DUK Duke Energy Corp Director   –       •      –    2006-04-03 3 IO $0.00 $0 D/D 0 20,928 -
DUK Duke Energy Corp Director   –       •      –    2006-04-24 4 A $0.00 $0 D/D 64 20,992 -
DUK Duke Energy Corp Director   –       •      –    2006-07-21 4 B $0.00 $0 D/D 544 21,536 2.31 -
DUK Duke Energy Corp Director   –       •      –    2006-10-19 4 B $0.00 $0 D/D 328 21,864 2.31 -
DUK Duke Energy Corp Director   –       •      –    2007-01-18 4 B $0.00 $0 D/D 766 22,630 2.31 -
DUK Duke Energy Corp Director   –       •      –    2007-04-03 4 OE $0.00 $0 D/D 2,600 25,230 0 -
DUK Duke Energy Corp Director   –       •      –    2007-04-19 4 B $0.00 $0 D/D 606 25,836 2.31 -
DUK Duke Energy Corp Director   –       •      –    2007-05-10 4 A $20.15 $99,944 D/D 4,960 30,796 0 -
DUK Duke Energy Corp Director   –       •      –    2007-07-19 4 B $18.07 $12,306 D/D 681 31,477 2.39 -
DUK Duke Energy Corp Director   –       •      –    2007-10-18 4 B $18.85 $12,309 D/D 653 32,305 2.39 -
DUK Duke Energy Corp Director   –       •      –    2008-01-17 4 B $19.90 $12,298 D/D 618 33,007 2.39 -
DUK Duke Energy Corp Director   –       •      –    2008-05-08 4 A $18.55 $99,985 D/D 5,390 38,397 0 -
  159  Records found
  1   2   3   4   5  6   7      
  Page 5 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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