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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   $15,174,634    

Indirect Value

   $208,662      
Total Shares   263,315      
Total Value   $15,383,296      


Marsh & McLennan Companies Inc $5,019,569 Duke Energy Corp $3,314,636 American Water Works Company Inc. $944,724 Sonoco Products Co $240,080 NiSource Inc $5,655,625 Marsh & McLennan Companies Inc $5,019,569 Duke Energy Corp $3,314,636 American Water Works Company Inc. $944,724 Sonoco Products Co $240,080 NiSource Inc $5,655,625
 


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*  
* Premium Members only  

Records found :    86         Free Registration Required For Full Results.    Limit: 25

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  Page 2 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 Executive VP, Reg Utilities   •       •      –    2014-03-03 4 AS $70.53 $21,159 D/D (300) 55,048 0 -
DUK Duke Energy Corp Executive VP, Reg Utilities   •       •      –    2014-03-14 4 D $70.70 $223,129 D/D (3,156) 51,892 0 -
DUK Duke Energy Corp Executive VP, Reg Utilities   •       •      –    2014-04-01 4 AS $71.39 $21,417 D/D (300) 51,660 0 -
DUK Duke Energy Corp Executive VP, Reg Utilities   •       •      –    2014-05-01 4 AS $74.60 $22,380 D/D (300) 51,360 0 -
MMC Marsh & McLennan Companie... Director   •       •      –    2014-06-01 4 A $50.14 $139,991 D/D 2,792 16,770 0 -
DUK Duke Energy Corp Executive VP, Reg Utilities   •       •      –    2014-06-02 4 AS $70.95 $21,285 D/D (300) 51,060 0 -
DUK Duke Energy Corp Executive VP, Reg Utilities   •       •      –    2014-07-01 4 AS $74.20 $22,260 D/D (300) 50,760 0 -
DUK Duke Energy Corp EVP, Market Solutions   •       •      –    2014-08-01 4 AS $72.24 $21,672 D/D (300) 50,460 0 -
DUK Duke Energy Corp EVP, Market Solutions   •       •      –    2014-08-26 4 S $72.64 $312,361 D/D (4,300) 46,160 0 -
DUK Duke Energy Corp EVP, Market Solutions   •       •      –    2014-08-26 4 GD $0.00 $0 D/D 2,700 43,460 0 -
DUK Duke Energy Corp EVP, Market Solutions   •       •      –    2014-11-07 4 S $82.00 $327,988 D/D (4,000) 39,460 0 -
DUK Duke Energy Corp EVP, Market Solutions   •       –      –    2015-02-25 4 D $79.01 $191,283 D/D (2,421) 46,562 0 -
DUK Duke Energy Corp EVP, Market Solutions   •       –      –    2015-02-25 4 A $79.01 $428,629 D/D 5,425 44,885 0 -
DUK Duke Energy Corp EVP, Market Solutions   •       –      –    2015-02-25 4 OE $79.01 $323,783 D/D 4,098 48,983 0 -
DUK Duke Energy Corp EVP, Market Solutions   •       –      –    2015-03-16 4 D $75.71 $34,751 D/D (459) 46,132 0 -
DUK Duke Energy Corp EVPMkt Solutions;PresCarolinas   •       –      –    2015-05-19 4 S $76.11 $448,428 D/D (5,892) 40,240 0 -
MMC Marsh & McLennan Companie... Director   •       •      –    2015-05-27 4 B $58.92 $176,758 D/D 3,000 19,770 2.81 -
MMC Marsh & McLennan Companie... Director   •       •      –    2015-06-01 4 A $58.56 $139,958 D/D 2,390 22,160 0 -
DUK Duke Energy Corp EVPMkt Solutions;PresCarolinas   •       –      –    2016-02-23 4 S $74.65 $149,308 D/D (2,000) 38,240 0 -
DUK Duke Energy Corp EVPMkt Solutions;PresCarolinas   •       –      –    2016-02-24 4 A $74.95 $1,200,099 D/D 16,012 54,252 0 -
DUK Duke Energy Corp EVPMkt Solutions;PresCarolinas   •       –      –    2016-02-24 4 OE $74.95 $542,188 D/D 7,234 61,486 0 -
DUK Duke Energy Corp EVPMkt Solutions;PresCarolinas   •       –      –    2016-02-24 4 D $74.95 $179,655 D/D (2,397) 59,089 0 -
DUK Duke Energy Corp EVPMkt Solutions;PresCarolinas   •       –      –    2016-02-25 4 D $76.44 $127,884 D/D (1,673) 57,416 0 -
MMC Marsh & McLennan Companie... Director   •       •      –    2016-06-01 4 A $65.96 $159,953 D/D 2,425 24,585 0 -
DUK Duke Energy Corp EVPCust&DelivOps;PresCarolinas   •       –      –    2017-02-22 4 A $79.87 $463,565 D/D 5,804 63,220 0 -
  86  Records found
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  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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