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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   $54,699,861    

Indirect Value

   $574,200      
Total Shares   1,338,337      
Total Value   $55,274,061      


Bank of America Corp $28,267,521 Rayonier Inc $708,371 Cousins Properties Inc $2,227,928 Duke Energy Corp $3,733,960 Morgan Stanley $4,605,872 Ford Motor Co $745,888 The Carlyle Group Inc $9,742,583 Acuity Brands Inc $4,667,739 Bank of America Corp $28,267,521 Rayonier Inc $708,371 Cousins Properties Inc $2,227,928 Duke Energy Corp $3,733,960 Morgan Stanley $4,605,872 Ford Motor Co $745,888 The Carlyle Group Inc $9,742,583 Acuity Brands Inc $4,667,739
 


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 6 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   •       •      –    2014-06-02 4 A $11.82 $74,998 D/D 6,345 79,112 0 -
CUZ Cousins Properties Inc Director   –       •      –    2009-06-01 4 A $9.22 $59,999 D/D 6,511 32,831 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   •       •      –    2016-05-31 4 A $10.66 $74,993 D/D 7,035 93,768 0 -
DUK Duke Energy Corp Director   –       •      –    2009-05-11 4 A $14.19 $99,997 D/D 7,047 45,444 0 -
MS Morgan Stanley Director   –       •      –    2009-08-01 4 A $0.00 $0 D/D 7,298 27,298 0 -
CUZ Cousins Properties Inc Director   •       •      –    2015-06-01 4 A $9.84 $74,991 D/D 7,621 86,733 0 -
AYI Acuity Brands Inc Director   –       •      –    2014-10-15 4 B $122.94 $983,520 D/D 8,000 8,165 2.39 -
MS Morgan Stanley Director   –       •      –    2010-05-18 4 A $0.00 $0 D/D 9,283 36,600 0 -
F Ford Motor Co Director   –       •      –    2015-05-21 4 A $0.00 $0 D/D 9,671 59,671 0 -
MS Morgan Stanley Director   –       •      –    2011-05-18 4 A $0.00 $0 D/D 10,249 46,946 0 -
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 -
CUZ Cousins Properties Inc Director   –       •      –    2009-09-21 4 B $6.94 $138,838 D/D 20,000 53,722 2.39 -
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   –       •      –    2009-05-19 4 B $13.58 $407,400 D/D 30,000 75,444 2.39 -
BAC Bank of America Corp officerTitle   •       •      –    2003-08-20 4 AS $80.65 $4,062,076 D/D (50,000) 283,968 -
BAC Bank of America Corp officerTitle   •       •      –    2003-08-20 4 OE $26.81 $1,340,625 D/D 50,000 333,968 -
BAC Bank of America Corp officerTitle   •       •      –    2003-09-10 4 OE $26.81 $1,340,625 D/D 50,000 333,968 -
BAC Bank of America Corp officerTitle   •       •      –    2003-09-10 4 AS $75.22 $3,770,243 D/D (50,000) 283,968 -
BAC Bank of America Corp Vice Chairman and CFO   •       •      –    2003-10-10 4 OE $26.81 $1,340,625 D/D 50,000 320,988 -
BAC Bank of America Corp Vice Chairman and CFO   •       •      –    2003-10-10 4 AS $80.60 $4,038,209 D/D (50,000) 270,988 -
BAC Bank of America Corp Vice Chairman and CFO   •       •      –    2003-11-10 4 OE $26.81 $1,340,625 D/D 50,000 320,988 -
BAC Bank of America Corp Vice Chairman and CFO   •       •      –    2003-11-10 4 AS $75.63 $3,792,719 D/D (50,000) 270,988 -
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 -
  159  Records found
  1   2   3   4   5   6  7      
  Page 6 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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