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Insider Information:   Hance James H Jr
Relationship:   Director
City:   Charlotte
State:   NC
   
Insider Summary:
  
   
Companies Owned :   8    
Direct Shares   1,318,333    

Indirect Shares

   15,000      
Direct Value   $53,467,606    

Indirect Value

   $567,450      
Total Shares   1,333,333      
Total Value   $54,035,056      


Bank of America Corp $27,935,223 Rayonier Inc $720,070 Cousins Properties Inc $2,143,536 Duke Energy Corp $3,541,499 Morgan Stanley $4,357,997 Ford Motor Co $763,192 The Carlyle Group Inc $9,583,706 Acuity Brands Inc $4,422,382 Bank of America Corp $27,935,223 Rayonier Inc $720,070 Cousins Properties Inc $2,143,536 Duke Energy Corp $3,541,499 Morgan Stanley $4,357,997 Ford Motor Co $763,192 The Carlyle Group Inc $9,583,706 Acuity Brands Inc $4,422,382
 


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 Director 2023-05-01 301,849 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 :    158         Free Registration Required For Full Results.    Limit: 25

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  Page 1 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 officerTitle   •       •      –    2003-08-20 4 OE $26.81 $1,340,625 D/D 50,000 333,968 -
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   •       •      –    2003-09-10 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   •       •      –    2003-09-30 4 D $78.04 $1,012,959 D/D (12,980) 270,988 -
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   •       •      –    2003-10-10 4 OE $26.81 $1,340,625 D/D 50,000 320,988 -
BAC Bank of America Corp Vice Chairman and CFO   •       •      –    2003-11-10 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 OE $26.81 $1,340,625 D/D 50,000 320,988 -
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 -
BAC Bank of America Corp Vice Chairman and CFO   •       •      –    2003-12-31 4 A $0.00 $0 I/I 133 3,664 -
BAC Bank of America Corp Vice Chairman and CFO   •       •      –    2003-12-31 4 A $0.00 $0 I/I 120 3,532 -
BAC Bank of America Corp Vice Chairman and CFO   •       •      –    2004-01-12 4 OE $26.81 $1,340,625 D/D 50,000 320,988 -
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   •       •      –    2004-02-10 4 OE $26.81 $1,340,625 D/D 50,000 320,988 -
BAC Bank of America Corp Vice Chairman and CFO   •       •      –    2004-03-02 4 GD $0.00 $0 D/D 1,375 291,513 -
BAC Bank of America Corp Vice Chairman and CFO   •       •      –    2004-03-02 4 GA $0.00 $0 I/I 1,200 7,000 -
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 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 AS $81.25 $1,782,620 D/D (21,900) 269,613 -
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 -
  158  Records found
  1  2   3   4   5   6   7      
  Page 1 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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