Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Carlyle Group Inc. | 312,088 | reported | 01 May 2025 | tx 14+312,088−251,380 |
| COUSINS PROPERTIES INC | 93,768 | reported | 31 May 2016 | tx 77+135,828−12,282 |
| MORGAN STANLEY | 46,946.14 | reported | 18 May 2011 | tx 3+26,829.46 |
| Duke Energy CORP | 36,245.58 | reported | 07 May 2015 | tx 22+78,234.32−2,600 |
| RAYONIER INC | 23,875 | reported | 22 May 2009 | tx 4+6,000 |
| FORD MOTOR CO | 22,873 | reported | 01 Mar 2017 | tx 49+77,898 |
| ACUITY INC. (DE) | 18,618 | reported | 21 Jan 2026 | tx 35+18,800 |
| Enpro Inc. | 13,156 | reported | 14 Feb 2006 | tx 2+1,949 |
| SUMMIT PROPERTIES INC | 9,994 | reported | 21 Nov 2003 | tx 2+3,000−3,000 |
| BANK OF AMERICA CORP /DE/ | 298.69 | reported | 02 Jul 2004 | tx 162+577,765.01−816,309.16 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 Jan 2026 | GRANT_AWARD | ACUITY INC. (DE) | 546 | 320.59 USD | |
| 01 May 2025 | GRANT_AWARD | Carlyle Group Inc. | 5,235 | 0.00 USD | |
| 22 Jan 2025 | GRANT_AWARD | ACUITY INC. (DE) | 534 | 328.00 USD | |
| 01 May 2024 | GRANT_AWARD | Carlyle Group Inc. | 5,004 | 0.00 USD | |
| 24 Jan 2024 | GRANT_AWARD | ACUITY INC. (DE) | 681 | 227.87 USD | |
| 01 May 2023 | GRANT_AWARD | Carlyle Group Inc. | 6,238 | 0.00 USD | |
| 25 Jan 2023 | GRANT_AWARD | ACUITY INC. (DE) | 888 | 174.67 USD | |
| 01 May 2022 | GRANT_AWARD | Carlyle Group Inc. | 5,236 | 0.00 USD | |
| 05 Jan 2022 | GRANT_AWARD | ACUITY INC. (DE) | 674 | 215.24 USD | |
| 01 May 2021 | GRANT_AWARD | Carlyle Group Inc. | 3,985 | 0.00 USD | |
| 06 Jan 2021 | GRANT_AWARD | ACUITY INC. (DE) | 121 | 120.23 USD | |
| 06 Jan 2021 | GRANT_AWARD | ACUITY INC. (DE) | 1,202 | 120.65 USD | |
| 02 Nov 2020 | GRANT_AWARD | ACUITY INC. (DE) | 400 | 90.71 USD | |
| 03 Aug 2020 | GRANT_AWARD | ACUITY INC. (DE) | 359 | 101.05 USD | |
| 01 May 2020 | GRANT_AWARD | Carlyle Group Inc. | 5,411 | 0.00 USD | |
| 01 May 2020 | GRANT_AWARD | ACUITY INC. (DE) | 420 | 86.32 USD | |
| 03 Feb 2020 | GRANT_AWARD | ACUITY INC. (DE) | 301 | 120.48 USD | |
| 01 Jan 2020 | CONVERSION | Carlyle Group Inc. | 251,380 | 0.00 USD | |
| 01 Jan 2020 | CONVERSION | Carlyle Group Inc. | 251,380 | — | deriv |
| 01 Nov 2019 | GRANT_AWARD | ACUITY INC. (DE) | 287 | 126.66 USD | |
| 01 Aug 2019 | GRANT_AWARD | ACUITY INC. (DE) | 269 | 135.01 USD | |
| 01 May 2019 | GRANT_AWARD | Carlyle Group Inc. | 5,854 | 0.00 USD | |
| 01 May 2019 | GRANT_AWARD | ACUITY INC. (DE) | 249 | 145.89 USD | |
| 01 Feb 2019 | GRANT_AWARD | ACUITY INC. (DE) | 347 | 118.91 USD | |
| 04 Jan 2019 | GRANT_AWARD | ACUITY INC. (DE) | 429 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 15 Oct 2014.