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Insider Information:   Craver Theodore F Jr
Relationship:   Director
City:   Rosemead
State:   CA
   
Insider Summary:
  
   
Companies Owned :   4    
Direct Shares   19,833    

Indirect Shares

  321,558      
Direct Value   $1,796,691    

Indirect Value

  $24,016,037      
Total Shares   341,391      
Total Value   $25,812,728      


Duke Energy Corp
 $1,467,161 Wells Fargo & Co
 $329,529 Duke Energy Corp
 $1,467,161 Wells Fargo & Co
 $329,529
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    1    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    1    
   
     Gain/Loss Ratio :
   0.0   
   -1.0   
     Percentage Gain/Loss :
     0.0%
 -8.4%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Edison International EIX Chairman, President an... 2016-03-07 0 2016-03-07 287,168    Premium*  
            Health Net Inc HNT Director 2016-03-24 0 2004-06-15 0    Premium*  
            Duke Energy Corp DUK Director 2024-05-17 14,360 2023-08-18 12,662    Premium*  
            Wells Fargo & Co WFC Director 2022-04-26 5,473 2022-04-26 21,728    Premium*  
* Premium Members only  

Records found :    131         Free Registration Required For Full Results.    Limit: 25

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  Page 6 of 6
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
DUK Duke Energy Corp Director   –       •      –    2022-05-05 4 A $110.05 $174,980 D/D 1,590 1,590 0 -
DUK Duke Energy Corp Director   –       •      –    2023-05-04 4 A $98.11 $175,000 D/D 1,784 1,784 0 -
DUK Duke Energy Corp Director   –       •      –    2023-08-18 4 GD $0.00 $0 D/D 1,784 0 0 -
DUK Duke Energy Corp Director   –       •      –    2023-08-18 4 GA $0.00 $0 I/I 1,784 12,662 0 -
DUK Duke Energy Corp Director   –       •      –    2024-05-09 4 A $103.02 $175,000 D/D 1,699 14,360 0 -
DUK Duke Energy Corp Director   –       •      –    2024-05-17 4 GD $0.00 $0 D/D 1,699 14,360 0 -

  131  Records found
  1   2   3   4   5   6     
  Page 6 of 6  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed