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 |
|---|---|---|---|---|---|---|
| September 10, 2003 Filed Sep 11, 2003 13:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 4,800 | $75.27 | $361,296.00 |
DisclosureSEC source: 0000070858-03-000387 · 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: 300,168 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 |
| September 10, 2003 Filed Sep 11, 2003 13:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 300 | $75.28 | $22,584.00 |
DisclosureSEC source: 0000070858-03-000387 · 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: 304,968 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 |
| September 10, 2003 Filed Sep 11, 2003 13:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 200 | $75.29 | $15,058.00 |
DisclosureSEC source: 0000070858-03-000387 · 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: 305,268 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 |
| September 10, 2003 Filed Sep 11, 2003 13:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 5,500 | $75.50 | $415,250.00 |
DisclosureSEC source: 0000070858-03-000387 · 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: 305,468 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 |
| September 10, 2003 Filed Sep 11, 2003 13:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 10,000 | $75.52 | $755,200.00 |
DisclosureSEC source: 0000070858-03-000387 · 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: 310,968 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 |
| September 10, 2003 Filed Sep 11, 2003 13:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 13,000 | $75.55 | $982,150.00 |
DisclosureSEC source: 0000070858-03-000387 · 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: 320,968 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 |
| September 10, 2003 Filed Sep 11, 2003 13:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 50,000 | $26.81 | $1,340,625.00 |
DisclosureSEC source: 0000070858-03-000387 · 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: 333,968 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 |
| August 20, 2003 Filed Aug 21, 2003 19:46 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: 0000070858-03-000369 · doc4.xml · derivative · entry 18 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350,000 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 |
| August 20, 2003 Filed Aug 21, 2003 19:46 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 3,548 | $81.57 | $289,410.36 |
DisclosureSEC source: 0000070858-03-000369 · 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: 283,968 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 and Exchange Act of 1934, as amended. Read SEC document |
| August 20, 2003 Filed Aug 21, 2003 19:46 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 3,600 | $81.53 | $293,508.00 |
DisclosureSEC source: 0000070858-03-000369 · 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: 287,516 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 and Exchange Act of 1934, as amended. Read SEC document |
| August 20, 2003 Filed Aug 21, 2003 19:46 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,000 | $81.39 | $81,390.00 |
DisclosureSEC source: 0000070858-03-000369 · 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: 291,116 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 and Exchange Act of 1934, as amended. Read SEC document |
| August 20, 2003 Filed Aug 21, 2003 19:46 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 6,142 | $81.38 | $499,835.96 |
DisclosureSEC source: 0000070858-03-000369 · 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: 292,116 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 and Exchange Act of 1934, as amended. Read SEC document |
| August 20, 2003 Filed Aug 21, 2003 19:46 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 742 | $81.33 | $60,346.86 |
DisclosureSEC source: 0000070858-03-000369 · 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: 298,258 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 and Exchange Act of 1934, as amended. Read SEC document |
| August 20, 2003 Filed Aug 21, 2003 19:46 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 200 | $81.32 | $16,264.00 |
DisclosureSEC source: 0000070858-03-000369 · 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: 299,000 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 and Exchange Act of 1934, as amended. Read SEC document |
| August 20, 2003 Filed Aug 21, 2003 19:46 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 19,184 | $81.31 | $1,559,851.04 |
DisclosureSEC source: 0000070858-03-000369 · 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: 299,200 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 and Exchange Act of 1934, as amended. Read SEC document |
| August 20, 2003 Filed Aug 21, 2003 19:46 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 700 | $81.30 | $56,910.00 |
DisclosureSEC source: 0000070858-03-000369 · 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: 318,384 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 and Exchange Act of 1934, as amended. Read SEC document |
| August 20, 2003 Filed Aug 21, 2003 19:46 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 200 | $81.29 | $16,258.00 |
DisclosureSEC source: 0000070858-03-000369 · 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: 319,084 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 and Exchange Act of 1934, as amended. Read SEC document |
| August 20, 2003 Filed Aug 21, 2003 19:46 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 400 | $81.28 | $32,512.00 |
DisclosureSEC source: 0000070858-03-000369 · 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: 319,284 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 and Exchange Act of 1934, as amended. Read SEC document |
| August 20, 2003 Filed Aug 21, 2003 19:46 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 7,142 | $81.18 | $579,787.56 |
DisclosureSEC source: 0000070858-03-000369 · 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: 319,684 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 and Exchange Act of 1934, as amended. Read SEC document |
| August 20, 2003 Filed Aug 21, 2003 19:46 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 7,142 | $80.65 | $576,002.30 |
DisclosureSEC source: 0000070858-03-000369 · 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: 326,826 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 and Exchange Act of 1934, as amended. Read SEC document |
| August 20, 2003 Filed Aug 21, 2003 19:46 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 50,000 | $26.81 | $1,340,625.00 |
DisclosureSEC source: 0000070858-03-000369 · 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: 333,968 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 18, 2003 Filed Feb 2, 2004 18:18 UTC Amendment | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 145.72 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001182489-04-000121 · edgar.xml · nonDerivative · entry 6 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Thrift Trust Disclosed balance after: 3,411.38 F1 · shares: This amount reflects the correct 2002 Thrift Trust match; the Form 4 filed February 18, 2003 and any subsequent reports inadvertently overstated the 2002 Thrift Trust match due to a vendor error. F2 · price: Shares acquired were exempt transactions pursuant to Rule 16b-3(c) under the Bank of America Corporation 401(k) Plan. Read SEC document |
| February 18, 2003 Filed Feb 2, 2004 18:18 UTC Amendment | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 1,586.47 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001182489-04-000121 · edgar.xml · nonDerivative · entry 5 HANCE JAMES H JR · CIK 0001176400 · Director · Vice Chairman and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Thrift Trust Disclosed balance after: 3,265.66 F2 · price: Shares acquired were exempt transactions pursuant to Rule 16b-3(c) under the Bank of America Corporation 401(k) Plan. 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.