James S Balloun

Insider

First SEC filing: March 16, 2006 · Latest: March 16, 2006

On this page

Insider at Companies where this person is a reporting insider.
Insider transactions Every share this person bought or sold, from Form 4 filings.
Derivatives Options and other derivative holdings reported by this person.
Initial holdings The stakes this person held when they first started reporting.

Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 68 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

68 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
Nov. 7, 2017	IVR	A	1,268	—	—	6,633 Direct	+23.63%	Acquired	(price as of 2026-08-21)
Aug. 8, 2017	IVR	A	1,250	—	—	5,365 Direct	+30.38%	Acquired	(price as of 2026-08-21)
May 5, 2017	IVR	A	1,323	—	—	4,115 Direct	+47.39%	Acquired	(price as of 2026-08-21)
Feb. 23, 2017	IVR	A	1,364	—	—	2,792 Direct	+95.52%	Acquired	(price as of 2026-08-21)
Nov. 7, 2016	IVR	A	1,428	—	—	7,987 Direct	+21.77%	Acquired	(price as of 2026-08-21)
Aug. 8, 2016	IVR	A	1,362	—	—	6,559 Direct	+26.21%	Acquired	(price as of 2026-08-21)
May 11, 2016	IVR	A	1,540	—	—	5,197 Direct	+42.11%	Acquired	(price as of 2026-08-21)
Feb. 24, 2016	IVR	A	1,937	—	—	3,657 Direct	+112.62%	Acquired	(price as of 2026-08-21)
Nov. 5, 2015	IVR	A	1,720	—	—	24,624 Direct	+7.51%	Acquired	(price as of 2026-08-21)
Aug. 19, 2015	IVR	A	1,538	—	—	22,904 Direct	+7.20%	Acquired	(price as of 2026-08-21)
May 8, 2015	IVR	A	1,353	—	—	21,366 Direct	+6.76%	Acquired	(price as of 2026-08-21)
Feb. 25, 2015	IVR	A	1,333	—	—	20,013 Direct	+7.14%	Acquired	(price as of 2026-08-21)
Feb. 25, 2015	IVR	A	1,333	—	—	20,013 Direct	+7.14%	Acquired	(price as of 2026-08-21)
Nov. 6, 2014	IVR	A	1,319	—	—	18,680 Direct	+7.60%	Acquired	(price as of 2026-08-21)
July 31, 2014	IVR	A	883	—	—	17,361 Direct	+5.36%	Acquired	(price as of 2026-08-21)
May 6, 2014	IVR	A	891	—	—	16,478 Direct	+5.72%	Acquired	(price as of 2026-08-21)
Feb. 21, 2014	IVR	A	915	—	—	15,587 Direct	+6.24%	Acquired	(price as of 2026-08-21)
Oct. 30, 2013	IVR	A	992	—	—	14,672 Direct	+7.25%	Acquired	(price as of 2026-08-21)
Aug. 2, 2013	IVR	A	787	—	—	13,680 Direct	+6.10%	Acquired	(price as of 2026-08-21)
May 3, 2013	IVR	A	613	—	—	12,893 Direct	+4.99%	Acquired	(price as of 2026-08-21)
Feb. 7, 2013	IVR	A	590	—	—	12,280 Direct	+5.05%	Acquired	(price as of 2026-08-21)
Nov. 1, 2012	IVR	A	581	—	—	11,690 Direct	+5.23%	Acquired	(price as of 2026-08-21)
Aug. 3, 2012	IVR	A	642	—	—	11,109 Direct	+6.13%	Acquired	(price as of 2026-08-21)
May 9, 2012	IVR	A	685	—	—	10,467 Direct	+7.00%	Acquired	(price as of 2026-08-21)
Feb. 24, 2012	IVR	A	736	—	—	9,782 Direct	+8.14%	Acquired	(price as of 2026-08-21)
Nov. 4, 2011	IVR	A	812	—	—	9,046 Direct	+9.86%	Acquired	(price as of 2026-08-21)
July 29, 2011	IVR	A	574	—	—	8,234 Direct	+7.49%	Acquired	(price as of 2026-08-21)
May 11, 2011	IVR	A	489	—	—	7,660 Direct	+6.82%	Acquired	(price as of 2026-08-21)
March 2, 2011	IVR	A	476	—	—	7,171 Direct	+7.11%	Acquired	(price as of 2026-08-21)
Nov. 9, 2010	IVR	A	501	—	—	6,695 Direct	+8.09%	Acquired	(price as of 2026-08-21)
Aug. 5, 2010	IVR	A	305	—	—	6,194 Direct	+5.18%	Acquired	(price as of 2026-08-21)
Aug. 5, 2010	IVR	A	318	—	—	6,207 Direct	+5.40%	Acquired	(price as of 2026-08-21)
May 12, 2010	IVR	A	307	—	—	5,889 Direct	+5.50%	Acquired	(price as of 2026-08-21)
Feb. 19, 2010	IVR	A	278	—	—	5,582 Direct	+5.24%	Acquired	(price as of 2026-08-21)
Dec. 28, 2009	IVR	A	304	—	—	5,304 Direct	+6.08%	Acquired	(price as of 2026-08-21)
July 1, 2009	IVR	P	2,500	$20.00	$50,000	7,500 Indirect	+50.00%	Acquired	-96.2% (price as of 2026-08-21)
July 1, 2009	IVR	P	5,000	$20.00	$100,000	5,000 Direct	—	Acquired	-96.2% (price as of 2026-08-21)
March 15, 2006	36995	A	134	—	—	15,082 Direct	+0.90%	Acquired
Jan. 3, 2006	36995	A	882	—	—	14,948 Direct	+6.27%	Acquired
Jan. 3, 2006	36995	I	1,400	—	—	14,066 Direct	-9.05%	Disposed
Dec. 15, 2005	36995	A	145	—	—	15,466 Direct	+0.95%	Acquired
Oct. 3, 2005	36995	A	1,069	—	—	15,321 Direct	+7.50%	Acquired
Sept. 15, 2005	36995	A	147	—	—	14,170 Direct	+1.05%	Acquired
July 1, 2005	36995	A	913	—	—	14,023 Direct	+6.96%	Acquired
June 15, 2005	36995	A	118	—	—	13,110 Direct	+0.91%	Acquired
April 25, 2005	36995	A	720	—	—	12,991 Direct	+5.87%	Acquired
March 15, 2005	36995	A	107	—	—	12,272 Direct	+0.88%	Acquired
Jan. 3, 2005	36995	A	766	—	—	12,164 Direct	+6.72%	Acquired
Jan. 3, 2005	36995	I	11,398	$52.19	$594,862	11,398 Direct	-50.00%	Disposed
Jan. 3, 2005	36995	A	766	—	—	12,266 Direct	+6.66%	Acquired
Jan. 3, 2005	36995	I	11,398	$52.19	$594,862	11,500 Direct	-49.78%	Disposed
Dec. 15, 2004	36995	A	191	—	—	22,796 Direct	+0.84%	Acquired
Oct. 1, 2004	36995	A	1,056	—	—	22,605 Direct	+4.90%	Acquired
Sept. 15, 2004	36995	A	181	—	—	21,549 Direct	+0.85%	Acquired
July 1, 2004	36995	A	1,079	—	—	21,368 Direct	+5.32%	Acquired
June 15, 2004	36995	A	170	—	—	20,289 Direct	+0.84%	Acquired
April 26, 2004	36995	A	1,133	—	—	20,119 Direct	+5.97%	Acquired
March 15, 2004	36995	A	159	—	—	18,986 Direct	+0.84%	Acquired
Jan. 20, 2004	AYI	A	10,535	—	—	46,173 Direct	+29.56%	Acquired	(price as of 2026-08-21)
Jan. 19, 2004	AYI	F	869	$25.18	$21,881	35,638 Direct	-2.38%	Disposed	1262.7% (price as of 2026-08-21)
Jan. 2, 2004	36995	A	1,085	—	—	18,827 Direct	+6.12%	Acquired
Dec. 22, 2003	AYI	A	30,359	—	—	30,359 Direct	—	Acquired	(price as of 2026-08-21)
Dec. 18, 2003	AYI	A	269,641	—	—	269,641 Direct	—	Acquired	(price as of 2026-08-21)
Dec. 15, 2003	36995	A	135	—	—	17,742 Direct	+0.77%	Acquired
Nov. 30, 2003	AYI	F	2,029	$23.85	$48,392	36,463 Direct	-5.27%	Disposed	1338.7% (price as of 2026-08-21)
Nov. 30, 2003	AYI	D	54	$23.85	$1,288	36,409 Direct	-0.15%	Disposed	1338.7% (price as of 2026-08-21)
Nov. 29, 2003	AYI	A	10,535	—	—	38,492 Direct	+37.68%	Acquired	(price as of 2026-08-21)
Oct. 13, 2003	AYI	A	6,250	—	—	27,957 Direct	+28.79%	Acquired	(price as of 2026-08-21)
Oct. 1, 2003	36995	A	998	—	—	17,607 Direct	+6.01%	Acquired
Sept. 15, 2003	36995	A	139	—	—	16,609 Direct	+0.84%	Acquired

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date	Ticker	Security	Underlying	Exercise price	Expiration	Shares	A/D
March 15, 2006	36995	Phantom Stock Units [F1]	Common Stock (134)	$0.00	—	134	Acquired
Jan. 3, 2006	36995	Phantom Stock Units [F1]	Common Stock (882)	$0.00	—	882	Acquired
Jan. 3, 2006	36995	Phantom Stock Units [F1]	Common Stock (1,400)	$0.00	—	1,400	Disposed
Dec. 15, 2005	36995	Phantom Stock Units [F1]	Common Stock (145)	$0.00	—	145	Acquired
Oct. 3, 2005	36995	Phantom Stock Units [F1]	Common Stock (1,069)	$0.00	—	1,069	Acquired
Sept. 15, 2005	36995	Phantom Stock Units [F1]	Common Stock (147)	$0.00	—	147	Acquired
July 1, 2005	36995	Phantom Stock Units [F1]	Common Stock (913)	$0.00	—	913	Acquired
June 15, 2005	36995	Phantom Stock Units [F1]	Common Stock (118)	$0.00	—	118	Acquired
April 25, 2005	36995	Phantom Stock Units [F1]	Common Stock (720)	$0.00	—	720	Acquired
March 15, 2005	36995	Phantom Stock Units [F1]	Common Stock (107)	$0.00	—	107	Acquired
Jan. 3, 2005	36995	Phantom Stock Units [F1]	Common Stock (766)	$0.00	—	766	Acquired
Jan. 3, 2005	36995	Phantom Stock Units [F1]	Common Stock (11,398)	$0.00	—	11,398	Disposed
Jan. 3, 2005	36995	Phantom Stock Units [F1]	Common Stock (766)	$0.00	—	766	Acquired
Jan. 3, 2005	36995	Phantom Stock Units [F1]	Common Stock (11,398)	$0.00	—	11,398	Disposed
Dec. 15, 2004	36995	Phantom Stock Units	Common Stock (191)	—	Dec. 15, 2004	191	Acquired
Oct. 1, 2004	36995	Phantom Stock Units	Common Stock (1,056)	—	Oct. 1, 2004	1,056	Acquired
Sept. 15, 2004	36995	Phantom Stock Units	Common Stock (181)	—	Sept. 15, 2004	181	Acquired
July 1, 2004	36995	Phantom Stock Units	Common Stock (1,079)	—	July 1, 2004	1,079	Acquired
June 15, 2004	36995	Phantom Stock Units	Common Stock (170)	—	June 15, 2004	170	Acquired
April 26, 2004	36995	Phantom Stock Units	Common Stock (1,133)	—	April 26, 2004	1,133	Acquired
March 15, 2004	36995	Phantom Stock Units	Common Stock (159)	—	March 15, 2004	159	Acquired
Jan. 2, 2004	36995	Phantom Stock Units	Common Stock (1,085)	—	Jan. 2, 2004	1,085	Acquired
Dec. 22, 2003	AYI	Employee Stock Option	Common Stock (30,359)	$24.07	Dec. 21, 2013	30,359	Acquired
Dec. 18, 2003	AYI	Employee Stock Option	Common Stock (269,641)	$23.69	Dec. 17, 2013	269,641	Acquired
Dec. 15, 2003	36995	Phantom Stock Units	Common Stock (135)	—	Dec. 15, 2003	135	Acquired
Oct. 1, 2003	36995	Phantom Stock Units [F1]	Common Stock (998)	$0.00	Oct. 1, 2003	998	Acquired
Sept. 15, 2003	36995	Phantom Stock Units	Common Stock (139)	—	Sept. 15, 2003	139	Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 1 holding

Securities held when first becoming an insider, per SEC Form 3.

Date	Ticker	Security	Shares	Ownership
June 25, 2009	IVR	Common Stock, par value $0.01 per share	0	Direct