| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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 : |
 24.9%
|
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 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 |
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 |
• – – |
2017-02-24 |
4 |
D |
$81.96 |
$53,766 |
D/D |
(656) |
62,564 |
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 |
• – – |
2019-02-28 |
4 |
D |
$89.66 |
$84,280 |
D/D |
(940) |
57,346 |
0 |
- |
|
| DUK |
Duke Energy Corp |
EVPCust&DelivOps;PresCarolinas |
• – – |
2017-02-25 |
4 |
D |
$81.96 |
$91,877 |
D/D |
(1,121) |
61,443 |
0 |
- |
|
| MMC |
Marsh & McLennan Companie... |
Director |
– • – |
2011-06-01 |
4 |
A |
$30.80 |
$100,000 |
D/D |
3,247 |
3,247 |
0 |
- |
|
| MMC |
Marsh & McLennan Companie... |
Director |
• • – |
2013-06-01 |
4 |
A |
$40.37 |
$119,980 |
D/D |
2,972 |
13,978 |
0 |
- |
|
| MMC |
Marsh & McLennan Companie... |
Director |
– • – |
2012-06-01 |
4 |
A |
$31.92 |
$119,987 |
D/D |
3,759 |
7,006 |
0 |
- |
|
| DUK |
Duke Energy Corp |
EVPMkt Solutions;PresCarolinas |
• – – |
2016-02-25 |
4 |
D |
$76.44 |
$127,884 |
D/D |
(1,673) |
57,416 |
0 |
- |
|
| NI |
NiSource Inc |
Director |
• • – |
2020-05-19 |
4 |
A |
$23.05 |
$137,500 |
D/D |
5,965 |
16,945 |
0 |
- |
|
| MMC |
Marsh & McLennan Companie... |
Director |
• • – |
2015-06-01 |
4 |
A |
$58.56 |
$139,958 |
D/D |
2,390 |
22,160 |
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 |
• • – |
2013-03-16 |
4 |
D |
$69.95 |
$147,175 |
D/D |
(2,104) |
60,524 |
0 |
- |
|
| MMC |
Marsh & McLennan Companie... |
Director |
• • – |
2013-03-22 |
4 |
B |
$37.32 |
$149,276 |
D/D |
4,000 |
11,006 |
2.39 |
- |
|
| DUK |
Duke Energy Corp |
EVPMkt Solutions;PresCarolinas |
• – – |
2016-02-23 |
4 |
S |
$74.65 |
$149,308 |
D/D |
(2,000) |
38,240 |
0 |
- |
|
| NI |
NiSource Inc |
Director |
• • – |
2021-05-25 |
4 |
A |
$25.33 |
$150,004 |
D/D |
5,922 |
23,131 |
0 |
- |
|
| DUK |
Duke Energy Corp |
EVPCust&DelivOps;PresCarolinas |
• – – |
2018-02-14 |
4 |
D |
$75.48 |
$151,866 |
D/D |
(2,012) |
51,345 |
0 |
- |
|
| MMC |
Marsh & McLennan Companie... |
Director |
• • – |
2016-06-01 |
4 |
A |
$65.96 |
$159,953 |
D/D |
2,425 |
24,585 |
0 |
- |
|
| MMC |
Marsh & McLennan Companie... |
Director |
• • – |
2017-06-01 |
4 |
A |
$77.46 |
$159,955 |
D/D |
2,065 |
26,650 |
0 |
- |
|
| MMC |
Marsh & McLennan Companie... |
Director |
• • – |
2019-06-01 |
4 |
A |
$95.41 |
$174,973 |
D/D |
1,834 |
30,659 |
0 |
- |
|
| MMC |
Marsh & McLennan Companie... |
Director |
• • – |
2018-06-01 |
4 |
A |
$80.45 |
$174,979 |
D/D |
2,175 |
28,825 |
0 |
- |
|
| MMC |
Marsh & McLennan Companie... |
Director |
• • – |
2015-05-27 |
4 |
B |
$58.92 |
$176,758 |
D/D |
3,000 |
19,770 |
2.81 |
- |
|
| 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 |
EVP, Market Solutions |
• – – |
2015-02-25 |
4 |
D |
$79.01 |
$191,283 |
D/D |
(2,421) |
46,562 |
0 |
- |
|
| DUK |
Duke Energy Corp |
Executive VP, Reg Utilities |
• • – |
2013-02-25 |
4 |
D |
$69.11 |
$194,061 |
D/D |
(2,808) |
57,723 |
0 |
- |
|
86 Records found
|
|
Page 2 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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|
