Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Director | April 29, 2009 | May 01, 2009 |
| HIGHWOODS PROPERTIES, INC.HIW · Entity 4150 | Director | March 01, 2018 | March 02, 2018 |
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.
BANK OF AMERICA CORP /DE/
Report date April 29, 2009 · Filed May 01, 2009
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 249,190 |
Reported balance
After 2009-04-29 transaction · row 1
1 source rowRow 1 · 2009-04-29 · Grant · Acquired 18,433 · Balance 249,190 F1: Shares represent payment of a portion of the annual retainer as restricted shares under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. |
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,424.12 |
Reported balance
After 2009-03-27 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2009-03-27 · Grant · Acquired 4.66 · Balance 3,424.12 F2: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled in cash on death or termination of service as a director. F3: Phantom stock units may be settled in cash upon death or termination of service as a director. |
| Common StockSEC Table I · non-derivative | IndirectAs Managing Trustee | 5,340 |
Reported balance
Holding disclosure · report date 2009-04-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,340 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 3,200 |
Reported balance
Holding disclosure · report date 2009-04-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,200 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 40,200 |
Reported balance
Holding disclosure · report date 2009-04-29 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 40,200 |
| Common StockSEC Table I · non-derivative | IndirectCharitable Remainder Trust | 7,400 |
Reported balance
Holding disclosure · report date 2009-04-29 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 7,400 |
| Common StockSEC Table I · non-derivative | IndirectLemhi Frontier, LLC | 12,500 |
Reported balance
Holding disclosure · report date 2009-04-29 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 12,500 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares represent payment of a portion of the annual retainer as restricted shares under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3.
F2: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled in cash on death or termination of service as a director.
F3: Phantom stock units may be settled in cash upon death or termination of service as a director.
HIGHWOODS PROPERTIES, INC.
Report date March 01, 2018 · Filed March 02, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,035 |
Reported balance
After 2018-03-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-03-01 · Grant · Acquired 1,844 · Balance 31,035 F1: Consists of time-based restricted stock that vests ratably over four years on March 1st of each year after the grant date. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 615 |
Reported balance
Holding disclosure · report date 2018-03-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 615 |
| O.P. UnitsSEC Table I · non-derivative | Direct | 216,765 |
Reported balance
Holding disclosure · report date 2018-03-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 216,765 |
| O.P. UnitsSEC Table I · non-derivative | IndirectBy Trust | 44,870 |
Reported balance
Holding disclosure · report date 2018-03-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 44,870 |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of time-based restricted stock that vests ratably over four years on March 1st of each year after the grant date.
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 24, 2004 Filed Nov 10, 2004 16:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 27.59 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000070858-04-000528 · doc4.xml · derivative · entry 6 SLOAN JR O TEMPLE · CIK 0001189908 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,723.7 Underlying: Common Stock · 27.59 shares Expires not disclosed F3 · price: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled on death or termination of service as a director. F3 · derivative.exercise_date: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled on death or termination of service as a director. F3 · derivative.expiration_date: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled on death or termination of service as a director. F2 · balance_after: The securities included in this report and future reports reflect the Company's 2 for 1 stock split on August 27, 2004. Read SEC document |
| June 25, 2004 Filed Nov 10, 2004 16:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 12.72 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000070858-04-000528 · doc4.xml · derivative · entry 5 SLOAN JR O TEMPLE · CIK 0001189908 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,696.11 Underlying: Common Stock · 12.72 shares Expires not disclosed F3 · price: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled on death or termination of service as a director. F3 · derivative.exercise_date: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled on death or termination of service as a director. F3 · derivative.expiration_date: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled on death or termination of service as a director. Read SEC document |
| May 26, 2004 Filed May 27, 2004 16:15 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 1,452 | $82.94 | $120,428.88 |
DisclosureSEC source: 0000070858-04-000311 · doc4.xml · nonDerivative · entry 1 SLOAN JR O TEMPLE · CIK 0001189908 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,420 F1 · kind: Shares represent payment of a portion of the annual retainer fee and an additional award of restricted shares under the Bank of A merica Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. Read SEC document |
| April 15, 2004 Filed Apr 16, 2004 13:36 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | PurchaseCommon Stock | 4,000 | $80.21 | $320,840.00 |
DisclosureSEC source: 0000070858-04-000261 · doc4.xml · nonDerivative · entry 1 SLOAN JR O TEMPLE · CIK 0001189908 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,968 Read SEC document |
| October 30, 2003 Filed Oct 31, 2003 10:00 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | PurchaseCommon Stock | 1,500 | $75.24 | $112,860.00 |
DisclosureSEC source: 0000070858-03-000443 · doc4.xml · nonDerivative · entry 4 SLOAN JR O TEMPLE · CIK 0001189908 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 25,323 Read SEC document |
| October 30, 2003 Filed Oct 31, 2003 10:00 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | PurchaseCommon Stock | 3,500 | $75.23 | $263,305.00 |
DisclosureSEC source: 0000070858-03-000443 · doc4.xml · nonDerivative · entry 1 SLOAN JR O TEMPLE · CIK 0001189908 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,968 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.