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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   $54,782,421    

Indirect Value

   $576,750      
Total Shares   1,338,337      
Total Value   $55,359,171      


Bank of America Corp $28,393,056 Rayonier Inc $708,133 Cousins Properties Inc $2,214,800 Duke Energy Corp $3,721,274 Morgan Stanley $4,613,853 Ford Motor Co $745,888 The Carlyle Group Inc $9,742,583 Acuity Brands Inc $4,642,835 Bank of America Corp $28,393,056 Rayonier Inc $708,133 Cousins Properties Inc $2,214,800 Duke Energy Corp $3,721,274 Morgan Stanley $4,613,853 Ford Motor Co $745,888 The Carlyle Group Inc $9,742,583 Acuity Brands Inc $4,642,835
 


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
BAC Bank of America Corp Vice Chairman and CFO   •       •      –    2003-12-10 4 AS $75.25 $3,769,398 D/D (50,000) 270,988 -
BAC Bank of America Corp Vice Chairman and CFO   •       •      –    2004-01-12 4 AS $78.19 $3,919,289 D/D (50,000) 270,988 -
BAC Bank of America Corp Vice Chairman and CFO   •       •      –    2004-02-10 4 AS $81.29 $4,072,219 D/D (50,000) 270,988 -
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 -
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   –       •      –    2007-04-19 4 B $0.00 $0 D/D 606 25,836 2.31 -
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   –       •      –    2009-05-19 4 B $13.58 $407,400 D/D 30,000 75,444 2.39 -
CUZ Cousins Properties Inc Director   –       •      –    2009-09-21 4 B $6.94 $138,838 D/D 20,000 53,722 2.39 -
AYI Acuity Brands Inc Director   –       •      –    2014-10-15 4 B $122.94 $983,520 D/D 8,000 8,165 2.39 -
BAC Bank of America Corp Vice Chairman and CFO   •       •      –    2003-09-30 4 D $78.04 $1,012,959 D/D (12,980) 270,988 -
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   –       •      –    2007-08-15 4 D $24.03 $3,653 D/D (152) 22,689 0 -
CUZ Cousins Properties Inc Director   –       •      –    2008-03-31 4 D $24.71 $3,756 D/D (152) 24,333 0 -
CUZ Cousins Properties Inc Director   –       •      –    2008-08-15 4 D $22.96 $3,490 D/D (152) 24,731 0 -
CUZ Cousins Properties Inc Director   –       •      –    2009-03-31 4 D $6.44 $979 D/D (152) 26,320 0 -
CUZ Cousins Properties Inc Director   –       •      –    2010-03-31 4 D $8.31 $1,263 D/D (152) 54,551 0 -
CUZ Cousins Properties Inc Director   –       •      –    2010-06-01 4 D $7.85 $4,665 D/D (594) 54,551 0 -
CUZ Cousins Properties Inc Director   –       •      –    2010-08-16 4 D $6.49 $986 D/D (152) 54,948 0 -
CUZ Cousins Properties Inc Director   –       •      –    2011-03-31 4 D $8.05 $1,224 D/D (152) 55,666 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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