| |
| |
|
| Insider
Information: |
Yates Lloyd M |
| Relationship: |
Director and President... |
| City: |
Raleigh |
| State: |
NC |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
5 |
|
| Direct
Shares |
261,286 |
|
|
Indirect Shares
|
2,029 |
|
|
| Direct
Value |
$15,124,033 |
|
|
|
Indirect Value
|
$210,144 |
|
|
| Total
Shares |
263,315 |
|
|
| Total
Value |
$15,334,177 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
2
|
3
|
|
Stock
price went up :
|
2
|
3
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
2.0
|
3.0
|
| Percentage
Gain/Loss : |
 24.7%
|
55.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Marsh & McLennan Companies Inc |
MMC |
Director |
2020-11-16 |
24,001 |
2011-06-01 |
0 |
Premium* |
|
|
Duke Energy Corp |
DUK |
EVPCust&DelivOps;PresC... |
2019-08-26 |
32,231 |
2019-08-26 |
2,029 |
Premium* |
|
|
American Water Works Company Inc. |
AWK |
Director |
2021-05-12 |
7,036 |
2019-07-25 |
0 |
Premium* |
|
|
Sonoco Products Co |
SON |
Director |
2019-10-14 |
4,000 |
|
0 |
Premium* |
|
|
NiSource Inc |
NI |
Director and President... |
2024-01-25 |
194,018 |
2020-03-09 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
86 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 3 of 4
|
| 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 |
EVPCust&DelivOps;PresCarolinas |
• – – |
2017-05-12 |
4 |
A |
$83.26 |
$401,416 |
D/D |
4,821 |
51,622 |
0 |
- |
|
| MMC |
Marsh & McLennan Companie... |
Director |
• • – |
2017-06-01 |
4 |
A |
$77.46 |
$159,955 |
D/D |
2,065 |
26,650 |
0 |
- |
|
| DUK |
Duke Energy Corp |
EVPCust&DelivOps;PresCarolinas |
• – – |
2017-11-13 |
4 |
S |
$89.95 |
$449,769 |
D/D |
(5,000) |
46,622 |
0 |
- |
|
| DUK |
Duke Energy Corp |
EVPCust&DelivOps;PresCarolinas |
• – – |
2018-02-14 |
4 |
OE |
$75.48 |
$508,358 |
D/D |
6,735 |
53,357 |
0 |
- |
|
| DUK |
Duke Energy Corp |
EVPCust&DelivOps;PresCarolinas |
• – – |
2018-02-14 |
4 |
D |
$75.48 |
$151,866 |
D/D |
(2,012) |
51,345 |
0 |
- |
|
| DUK |
Duke Energy Corp |
EVPCust&DelivOps;PresCarolinas |
• – – |
2018-02-22 |
4 |
D |
$75.54 |
$43,813 |
D/D |
(580) |
50,765 |
0 |
- |
|
| DUK |
Duke Energy Corp |
EVPCust&DelivOps;PresCarolinas |
• – – |
2018-02-24 |
4 |
D |
$77.22 |
$46,332 |
D/D |
(600) |
50,165 |
0 |
- |
|
| DUK |
Duke Energy Corp |
EVPCust&DelivOps;PresCarolinas |
• – – |
2018-02-25 |
4 |
D |
$77.22 |
$41,853 |
D/D |
(542) |
49,623 |
0 |
- |
|
| DUK |
Duke Energy Corp |
EVPCust&DelivOps;PresCarolinas |
• – – |
2018-02-28 |
4 |
A |
$75.34 |
$475,169 |
D/D |
6,307 |
55,930 |
0 |
- |
|
| DUK |
Duke Energy Corp |
EVPCust&DelivOps;PresCarolinas |
• – – |
2018-02-28 |
4 |
S |
$76.05 |
$284,895 |
D/D |
(3,746) |
52,184 |
0 |
- |
|
| MMC |
Marsh & McLennan Companie... |
Director |
• • – |
2018-06-01 |
4 |
A |
$80.45 |
$174,979 |
D/D |
2,175 |
28,825 |
0 |
- |
|
| DUK |
Duke Energy Corp |
EVPCust&DelivOps;PresCarolinas |
• – – |
2019-02-13 |
4 |
D |
$89.59 |
$433,705 |
D/D |
(4,841) |
61,929 |
0 |
- |
|
| DUK |
Duke Energy Corp |
EVPCust&DelivOps;PresCarolinas |
• – – |
2019-02-13 |
4 |
OE |
$89.59 |
$1,306,760 |
D/D |
14,586 |
66,770 |
0 |
- |
|
| DUK |
Duke Energy Corp |
EVPCust&DelivOps;PresCarolinas |
• – – |
2019-02-22 |
4 |
D |
$89.91 |
$77,772 |
D/D |
(865) |
61,064 |
0 |
- |
|
| DUK |
Duke Energy Corp |
EVPCust&DelivOps;PresCarolinas |
• – – |
2019-02-24 |
4 |
D |
$89.91 |
$482,727 |
D/D |
(5,369) |
55,695 |
0 |
- |
|
| DUK |
Duke Energy Corp |
EVPCust&DelivOps;PresCarolinas |
• – – |
2019-02-26 |
4 |
S |
$88.51 |
$309,778 |
D/D |
(3,500) |
52,195 |
0 |
- |
|
| DUK |
Duke Energy Corp |
EVPCust&DelivOps;PresCarolinas |
• – – |
2019-02-27 |
4 |
A |
$89.28 |
$543,804 |
D/D |
6,091 |
58,286 |
0 |
- |
|
| DUK |
Duke Energy Corp |
EVPCust&DelivOps;PresCarolinas |
• – – |
2019-02-28 |
4 |
D |
$89.66 |
$84,280 |
D/D |
(940) |
57,346 |
0 |
- |
|
| DUK |
Duke Energy Corp |
EVPCust&DelivOps;PresCarolinas |
• – – |
2019-05-23 |
4 |
S |
$88.18 |
$451,316 |
D/D |
(5,117) |
52,231 |
0 |
- |
|
| MMC |
Marsh & McLennan Companie... |
Director |
• • – |
2019-06-01 |
4 |
A |
$95.41 |
$174,973 |
D/D |
1,834 |
30,659 |
0 |
- |
|
| AWK |
American Water Works Comp... |
Director |
– • – |
2019-07-25 |
4 |
A |
$0.00 |
$0 |
D/D |
941 |
2,941 |
0 |
- |
|
| AWK |
American Water Works Comp... |
Director |
– • – |
2019-07-25 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
2,000 |
|
- |
|
| DUK |
Duke Energy Corp |
EVPCust&DelivOps;PresCarolinas |
• – – |
2019-08-26 |
4 |
S |
$90.80 |
$1,816,268 |
D/D |
(20,000) |
32,231 |
0 |
- |
|
| SON |
Sonoco Products Co |
Director |
– • – |
2019-10-14 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
4,000 |
|
- |
|
| NI |
NiSource Inc |
Director |
• • – |
2020-03-09 |
4 |
A |
$27.69 |
$27,123 |
D/D |
980 |
10,980 |
0 |
- |
|
86 Records found
|
|
Page 3 of 4 |
| |
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 |
| |
|
|
|
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|
