Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ACUITY INC. (DE)AYI · Entity 2588 | Director | January 21, 2026 | January 23, 2026 |
| Carlyle Group Inc.CG · Entity 3316 | Director | May 01, 2026 | May 01, 2026 |
| FORD MOTOR COF · Entity 1829 | Director | March 01, 2017 | March 03, 2017 |
| MORGAN STANLEYMS · Entity 2815 | Director | May 18, 2011 | May 20, 2011 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ACUITY INC. (DE)
Report date January 21, 2026 · Filed January 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,618 |
Reported balance
After 2026-01-21 transaction · row 1
1 source rowRow 1 · 2026-01-21 · Grant · Acquired 546 · Balance 18,618 F1: Restricted Stock Award (RSA) issued pursuant to the Issuer's Amended and Restated 2012 Omnibus Stock Incentive Compensation Plan. The RSA resulted from the Reporting Person's election to receive a portion of annual director fees payable on January 21, 2026 in the form of an RSA. The RSA will vest in full on the first anniversary of the grant date, or, if earlier, the date of the next subsequent annual meeting of the Issuer's stockholders following the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Award (RSA) issued pursuant to the Issuer's Amended and Restated 2012 Omnibus Stock Incentive Compensation Plan. The RSA resulted from the Reporting Person's election to receive a portion of annual director fees payable on January 21, 2026 in the form of an RSA. The RSA will vest in full on the first anniversary of the grant date, or, if earlier, the date of the next subsequent annual meeting of the Issuer's stockholders following the grant date.
Carlyle Group Inc.
Report date May 01, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 316,538 |
Reported balance
After 2026-05-01 transaction · row 1
1 source rowRow 1 · 2026-05-01 · Grant · Acquired 4,450 · Balance 316,538 F1: These securities are a restricted stock unit award granted under The Carlyle Group Inc. Amended & Restated 2012 Equity Incentive Plan. These securities will vest on May 1, 2027, subject to the reporting person's continued service to the Issuer or its affiliates on such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities are a restricted stock unit award granted under The Carlyle Group Inc. Amended & Restated 2012 Equity Incentive Plan. These securities will vest on May 1, 2027, subject to the reporting person's continued service to the Issuer or its affiliates on such vesting date.
FORD MOTOR CO
Report date March 01, 2017 · Filed March 03, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ford Stock UnitsSEC Table II · derivative / convertible security | Direct | 45,375 |
Reported balance
After 2017-03-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-03-01 · Grant · Acquired 703 · Balance 45,375 F1: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's Deferred Compensation Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted and distributed to me, without payment, in cash, on January 10th of the year following termination of Board service, based upon the then current market value of a share of Common Stock. |
| Ford Stock UnitsSEC Table II · derivative / convertible security | Direct | 22,873 |
Reported balance
After 2017-03-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-03-01 · Grant · Acquired 354 · Balance 22,873 F2: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's 2014 Stock Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted into shares of Ford common stock and distributed to me, without payment, following termination of Board service. |
Filing footnotes · ownership attribution and instrument terms
F1: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's Deferred Compensation Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted and distributed to me, without payment, in cash, on January 10th of the year following termination of Board service, based upon the then current market value of a share of Common Stock.
F2: These Ford Stock Units result from dividend equivalents credited to my account by the Company, without payment by me, under the Company's 2014 Stock Plan for Non-Employee Directors. In general, these Ford Stock Units will be converted into shares of Ford common stock and distributed to me, without payment, following termination of Board service.
MORGAN STANLEY
Report date May 18, 2011 · Filed May 20, 2011
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 46,946.143 |
Reported balance
After 2011-05-18 transaction · row 1
1 source rowRow 1 · 2011-05-18 · Grant · Acquired 10,248.59 · Balance 46,946.143 F1: Restricted stock units granted under the Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted under the Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BANK OF AMERICA CORP /DE/
Report date February 01, 2005 · Filed February 02, 2005
Section 16 reporting ended · disclosed 2005-02-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 738,441 |
Ending reported balance
After 2005-02-01 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2005-01-24 · Gift · Disposed 1,450 · Balance 537,776 F1: These shares were gifted on the indicated date. Row 2 · 2005-02-01 · Exercise / conversion · Acquired 151,164 · Balance 688,940 Row 3 · 2005-02-01 · Tax withholding · Disposed 144,295 · Balance 544,645 F2: Disposition of shares to the issuer to satisfy the tax withholding obligation associated with the vesting of restricted stock whi ch is exempt under Rule 16b-3(e). Row 4 · 2005-02-01 · Exercise / conversion · Acquired 193,796 · Balance 738,441 |
| Common StockSEC Table I · non-derivative | IndirectBy Child Blair | 1,290 |
Reported balance
After 2005-01-24 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2005-01-24 · Gift · Acquired 100 · Balance 1,290 F1: These shares were gifted on the indicated date. |
| Common StockSEC Table I · non-derivative | IndirectBy Child Meredith | 1,290 |
Reported balance
After 2005-01-24 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2005-01-24 · Gift · Acquired 100 · Balance 1,290 F1: These shares were gifted on the indicated date. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse Beverly | 15,000 |
Reported balance
After 2005-01-24 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2005-01-24 · Gift · Acquired 1,000 · Balance 15,000 F1: These shares were gifted on the indicated date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $40.85 · Expires 2007-02-13 | Direct | 0 |
Reported balance
After 2005-02-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2005-02-01 · Exercise / conversion · Disposed 151,164 · Balance 0 F3: These restricted stock units vested upon the reporting person's retirement from the Corporation. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $34.44 · Expires 2007-02-14 | Direct | 0 |
Reported balance
After 2005-02-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2005-02-01 · Exercise / conversion · Disposed 193,796 · Balance 0 F3: These restricted stock units vested upon the reporting person's retirement from the Corporation. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were gifted on the indicated date.
F2: Disposition of shares to the issuer to satisfy the tax withholding obligation associated with the vesting of restricted stock whi ch is exempt under Rule 16b-3(e).
F3: These restricted stock units vested upon the reporting person's retirement from the Corporation.
Parkway, Inc.
Report date October 12, 2017 · Filed October 13, 2017
Section 16 reporting ended · disclosed 2017-10-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-10-12 transaction · row 1
1 source rowRow 1 · 2017-10-12 · Disposition to issuer · Disposed 18,145 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of June 29 2017, among by and among Parkway, Inc., a Maryland corporation, Parkway Properties LP, a Delaware limited partnership, Real Estate Houston US Trust ("Parent"), a Delaware statutory trust and wholly-owned subsidiary of Canada Pension Plan Investment Board, a Canadian Crown corporation ("CPPIB"), Real Estate Houston US LLC, a Delaware limited liability company and a wholly-owned subsidiary of Parent, and Real Estate Houston US LP, a Delaware limited partnership and an indirect wholly-owned subsidiary of Parent, in exchange for $19.05 in cash per share, without interest, less any applicable tax withholding. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of June 29 2017, among by and among Parkway, Inc., a Maryland corporation, Parkway Properties LP, a Delaware limited partnership, Real Estate Houston US Trust ("Parent"), a Delaware statutory trust and wholly-owned subsidiary of Canada Pension Plan Investment Board, a Canadian Crown corporation ("CPPIB"), Real Estate Houston US LLC, a Delaware limited liability company and a wholly-owned subsidiary of Parent, and Real Estate Houston US LP, a Delaware limited partnership and an indirect wholly-owned subsidiary of Parent, in exchange for $19.05 in cash per share, without interest, less any applicable tax withholding.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 01, 2005 Filed Feb 2, 2005 18:33 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 151,164 | $46.68 Strike: $40.85 | $7,056,335.52 |
DisclosureSEC source: 0000070858-05-000064 · doc4.xml · derivative · entry 8 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 151,164 shares Expires 2007-02-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: These restricted stock units vested upon the reporting person's retirement from the Corporation. Read SEC document |
| February 01, 2005 Filed Feb 2, 2005 18:33 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 193,796 | $46.68 | $9,046,397.28 |
DisclosureSEC source: 0000070858-05-000064 · doc4.xml · nonDerivative · entry 4 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 738,441 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 01, 2005 Filed Feb 2, 2005 18:33 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 144,295 | $46.68 | $6,735,690.60 |
DisclosureSEC source: 0000070858-05-000064 · doc4.xml · nonDerivative · entry 3 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 544,645 F2 · kind: Disposition of shares to the issuer to satisfy the tax withholding obligation associated with the vesting of restricted stock whi ch is exempt under Rule 16b-3(e). Read SEC document |
| February 01, 2005 Filed Feb 2, 2005 18:33 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 151,164 | $46.68 | $7,056,335.52 |
DisclosureSEC source: 0000070858-05-000064 · doc4.xml · nonDerivative · entry 2 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 688,940 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 31, 2005 Filed Feb 2, 2005 00:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantRestricted Stock Units · Derivative | 178,413 | $46.37 Strike: $46.37 | $8,273,010.81 |
DisclosureSEC source: 0000070858-05-000048 · doc4.xml · derivative · entry 3 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,413 Underlying: Common Stock · 178,413 shares Expires 2008-01-31 F3 · derivative.exercise_date: These restricted stock units, which are exempt under Rule 16b-3(d), vest on the third anniversary of the grant date. Read SEC document |
| January 31, 2005 Filed Feb 2, 2005 00:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantOption, Right to Buy · Derivative | 200,000 | $46.37 Strike: $46.37 | $9,274,000.00 |
DisclosureSEC source: 0000070858-05-000048 · doc4.xml · derivative · entry 2 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2015-01-31 F2 · derivative.exercise_date: These options fully vest on January 31, 2008. Read SEC document |
| January 24, 2005 Filed Feb 2, 2005 18:33 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 1,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-05-000064 · doc4.xml · nonDerivative · entry 7 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Beverly Disclosed balance after: 15,000 F1 · price: These shares were gifted on the indicated date. Read SEC document |
| January 24, 2005 Filed Feb 2, 2005 18:33 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 100 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-05-000064 · doc4.xml · nonDerivative · entry 6 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By Child Meredith Disclosed balance after: 1,290 F1 · price: These shares were gifted on the indicated date. Read SEC document |
| January 24, 2005 Filed Feb 2, 2005 18:33 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 100 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-05-000064 · doc4.xml · nonDerivative · entry 5 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By Child Blair Disclosed balance after: 1,290 F1 · price: These shares were gifted on the indicated date. Read SEC document |
| January 24, 2005 Filed Feb 2, 2005 18:33 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 1,450 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-05-000064 · doc4.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 537,776 F1 · price: These shares were gifted on the indicated date. Read SEC document |
| December 31, 2004 Filed Feb 2, 2005 00:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 292.91 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-05-000048 · doc4.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Thrift Trust Disclosed balance after: 8,625.26 F1 · price: Shares acquired were exempt acquisitions pursuant to Rule 16b-3(c) under the Bank of America Corporation 401(k) Plan. Read SEC document |
| July 02, 2004 Filed Jul 7, 2004 12:56 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | ConversionPreferred, Series C · Derivative | 298.69 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-04-000390 · doc4.xml · derivative · entry 3 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 501.8 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each share of Series C preferred stock is convertible into 1.68 shares of common stock of Bank of America Corporation. F1 · kind: On July 2, 2004, all preferred stock held in the 401(k) Plan was converted to Bank of America common stock at the direction of th e Plan Administrator. F2 · price: Each share of Series C preferred stock is convertible into 1.68 shares of common stock of Bank of America Corporation. F2 · derivative.exercise_date: Each share of Series C preferred stock is convertible into 1.68 shares of common stock of Bank of America Corporation. F2 · derivative.expiration_date: Each share of Series C preferred stock is convertible into 1.68 shares of common stock of Bank of America Corporation. Read SEC document |
| July 02, 2004 Filed Jul 7, 2004 12:56 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPreferred, Series C · Derivative | 3.25 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-04-000390 · doc4.xml · derivative · entry 2 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298.69 Underlying: Common Stock · 5.46 shares Expires not disclosed F2 · derivative.exercise_price: Each share of Series C preferred stock is convertible into 1.68 shares of common stock of Bank of America Corporation. F2 · price: Each share of Series C preferred stock is convertible into 1.68 shares of common stock of Bank of America Corporation. F2 · derivative.exercise_date: Each share of Series C preferred stock is convertible into 1.68 shares of common stock of Bank of America Corporation. F2 · derivative.expiration_date: Each share of Series C preferred stock is convertible into 1.68 shares of common stock of Bank of America Corporation. Read SEC document |
| July 02, 2004 Filed Jul 7, 2004 12:56 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | ConversionCommon Stock | 501.8 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-04-000390 · doc4.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Thrift Trust Disclosed balance after: 4,166.18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: On July 2, 2004, all preferred stock held in the 401(k) Plan was converted to Bank of America common stock at the direction of th e Plan Administrator. F2 · price: Each share of Series C preferred stock is convertible into 1.68 shares of common stock of Bank of America Corporation. Read SEC document |
| April 16, 2004 Filed Apr 16, 2004 19:51 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 69 | $80.37 | $5,545.53 |
DisclosureSEC source: 0000070858-04-000263 · doc4.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Hance Family LP Disclosed balance after: 0 Read SEC document |
| April 01, 2004 Filed Apr 2, 2004 17:41 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | OtherCommon Stock | 69 | $0.00 | $0.00 |
DisclosureSEC source: 0000070858-04-000173 · doc4.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Hance Family LP Disclosed balance after: 69 F1 · kind: Received in exchange for common stock of FleetBoston Financial at an exchange ratio of .5553 of a share of Bank of America common stock for each share of FleetBoston Financial common stock in connection with the merger of FleetBoston Financial into Bank of America on April 1, 2004. The closing price of FleetBoston Financial common stock on the last day prior to the effective time of the merger was $44.90 per share. F1 · price: Received in exchange for common stock of FleetBoston Financial at an exchange ratio of .5553 of a share of Bank of America common stock for each share of FleetBoston Financial common stock in connection with the merger of FleetBoston Financial into Bank of America on April 1, 2004. The closing price of FleetBoston Financial common stock on the last day prior to the effective time of the merger was $44.90 per share. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 14:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionOption, Right to Buy · Derivative | 50,000 | $26.81 Strike: $26.81 | $1,340,625.00 |
DisclosureSEC source: 0000070858-04-000147 · doc4.xml · derivative · entry 23 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 shares Expires 2005-07-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The option vested in three equal installments commencing July 1, 1996. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 14:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,200 | $81.23 | $97,476.00 |
DisclosureSEC source: 0000070858-04-000147 · doc4.xml · nonDerivative · entry 22 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292,888 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 14:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 3,000 | $81.22 | $243,660.00 |
DisclosureSEC source: 0000070858-04-000147 · doc4.xml · nonDerivative · entry 21 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294,088 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 14:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 2,500 | $81.21 | $203,025.00 |
DisclosureSEC source: 0000070858-04-000147 · doc4.xml · nonDerivative · entry 20 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,088 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 14:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,100 | $81.20 | $89,320.00 |
DisclosureSEC source: 0000070858-04-000147 · doc4.xml · nonDerivative · entry 19 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,588 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 14:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,300 | $81.18 | $105,534.00 |
DisclosureSEC source: 0000070858-04-000147 · doc4.xml · nonDerivative · entry 18 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,688 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 14:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,900 | $81.16 | $154,204.00 |
DisclosureSEC source: 0000070858-04-000147 · doc4.xml · nonDerivative · entry 17 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 301,988 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 14:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 900 | $81.15 | $73,035.00 |
DisclosureSEC source: 0000070858-04-000147 · doc4.xml · nonDerivative · entry 16 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 303,888 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 14:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 900 | $81.14 | $73,026.00 |
DisclosureSEC source: 0000070858-04-000147 · doc4.xml · nonDerivative · entry 15 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304,788 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 14:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,800 | $81.12 | $146,016.00 |
DisclosureSEC source: 0000070858-04-000147 · doc4.xml · nonDerivative · entry 14 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305,688 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 14:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,200 | $81.09 | $97,308.00 |
DisclosureSEC source: 0000070858-04-000147 · doc4.xml · nonDerivative · entry 13 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,488 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 14:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,200 | $81.07 | $97,284.00 |
DisclosureSEC source: 0000070858-04-000147 · doc4.xml · nonDerivative · entry 12 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 308,688 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 14:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 900 | $81.05 | $72,945.00 |
DisclosureSEC source: 0000070858-04-000147 · doc4.xml · nonDerivative · entry 11 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309,888 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 14:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,100 | $81.04 | $89,144.00 |
DisclosureSEC source: 0000070858-04-000147 · doc4.xml · nonDerivative · entry 10 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,788 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 14:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,300 | $81.03 | $105,339.00 |
DisclosureSEC source: 0000070858-04-000147 · doc4.xml · nonDerivative · entry 9 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 311,888 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 14:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 200 | $81.02 | $16,204.00 |
DisclosureSEC source: 0000070858-04-000147 · doc4.xml · nonDerivative · entry 8 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 313,188 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 14:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,500 | $81.01 | $121,515.00 |
DisclosureSEC source: 0000070858-04-000147 · doc4.xml · nonDerivative · entry 7 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 313,388 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 14:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,100 | $81.00 | $89,100.00 |
DisclosureSEC source: 0000070858-04-000147 · doc4.xml · nonDerivative · entry 6 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 314,888 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 14:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 900 | $80.97 | $72,873.00 |
DisclosureSEC source: 0000070858-04-000147 · doc4.xml · nonDerivative · entry 5 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 315,988 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 14:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,900 | $80.95 | $153,805.00 |
DisclosureSEC source: 0000070858-04-000147 · doc4.xml · nonDerivative · entry 4 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,888 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 14:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,100 | $80.93 | $89,023.00 |
DisclosureSEC source: 0000070858-04-000147 · doc4.xml · nonDerivative · entry 3 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,788 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 14:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,100 | $80.90 | $88,990.00 |
DisclosureSEC source: 0000070858-04-000147 · doc4.xml · nonDerivative · entry 2 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 319,888 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 14:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 50,000 | $26.81 | $1,340,625.00 |
DisclosureSEC source: 0000070858-04-000147 · doc4.xml · nonDerivative · entry 1 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320,988 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 15:42 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,700 | $81.25 | $138,125.00 |
DisclosureSEC source: 0000070858-04-000150 · doc4.xml · nonDerivative · entry 17 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,613 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 15:42 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 2,600 | $81.78 | $212,628.00 |
DisclosureSEC source: 0000070858-04-000150 · doc4.xml · nonDerivative · entry 16 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,313 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 15:42 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 300 | $81.75 | $24,525.00 |
DisclosureSEC source: 0000070858-04-000150 · doc4.xml · nonDerivative · entry 15 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,913 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 15:42 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 300 | $81.72 | $24,516.00 |
DisclosureSEC source: 0000070858-04-000150 · doc4.xml · nonDerivative · entry 14 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 274,213 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 15:42 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,100 | $81.68 | $89,848.00 |
DisclosureSEC source: 0000070858-04-000150 · doc4.xml · nonDerivative · entry 13 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 274,513 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 15:42 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 600 | $81.50 | $48,900.00 |
DisclosureSEC source: 0000070858-04-000150 · doc4.xml · nonDerivative · entry 12 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,613 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 15:42 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 500 | $81.47 | $40,735.00 |
DisclosureSEC source: 0000070858-04-000150 · doc4.xml · nonDerivative · entry 11 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,213 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 15:42 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 100 | $81.42 | $8,142.00 |
DisclosureSEC source: 0000070858-04-000150 · doc4.xml · nonDerivative · entry 10 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,713 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 15:42 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 100 | $81.40 | $8,140.00 |
DisclosureSEC source: 0000070858-04-000150 · doc4.xml · nonDerivative · entry 9 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,813 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 15:42 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 2,400 | $81.36 | $195,264.00 |
DisclosureSEC source: 0000070858-04-000150 · doc4.xml · nonDerivative · entry 8 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,913 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 10, 2004 Filed Mar 11, 2004 15:42 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,200 | $81.33 | $97,596.00 |
DisclosureSEC source: 0000070858-04-000150 · doc4.xml · nonDerivative · entry 7 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,313 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.