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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 :
   24.9%
 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*  
* Premium Members only  

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

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  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 Executive VP, Reg Utilities   •       •      –    2014-03-14 4 D $70.70 $223,129 D/D (3,156) 51,892 0 -
AWK American Water Works Comp... Director   –       •      –    2020-05-13 4 B $115.95 $231,900 D/D 2,000 6,100 2.39 %
DUK Duke Energy Corp EVPCust&DelivOps;PresCarolinas   •       –      –    2018-02-28 4 S $76.05 $284,895 D/D (3,746) 52,184 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 EVP, Market Solutions   •       •      –    2014-08-26 4 S $72.64 $312,361 D/D (4,300) 46,160 0 -
DUK Duke Energy Corp Executive VP, Reg Utilities   •       •      –    2014-02-25 4 D $71.03 $320,487 D/D (4,512) 55,348 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 Executive VP, Customer Ops   •       •      –    2012-08-30 4 S $64.91 $324,558 D/D (5,000) 52,116 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 Executive VP, Reg Utilities   •       •      –    2013-02-25 4 A $69.11 $338,985 D/D 4,905 62,628 0 -
DUK Duke Energy Corp Executive VP, Reg Utilities   •       •      –    2014-02-25 4 A $71.03 $339,026 D/D 4,773 55,884 0 -
DUK Duke Energy Corp EVPCust&DelivOps;PresCarolinas   •       –      –    2017-05-12 4 A $83.26 $401,416 D/D 4,821 51,622 0 -
DUK Duke Energy Corp EVPCust&DelivOps;PresCarolinas   •       –      –    2017-02-27 4 S $82.01 $410,070 D/D (5,000) 56,443 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 EVPCust&DelivOps;PresCarolinas   •       –      –    2019-02-13 4 D $89.59 $433,705 D/D (4,841) 61,929 0 -
DUK Duke Energy Corp EVPMkt Solutions;PresCarolinas   •       –      –    2015-05-19 4 S $76.11 $448,428 D/D (5,892) 40,240 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   •       –      –    2019-05-23 4 S $88.18 $451,316 D/D (5,117) 52,231 0 -
DUK Duke Energy Corp EVPCust&DelivOps;PresCarolinas   •       –      –    2017-02-22 4 A $79.87 $463,565 D/D 5,804 63,220 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   •       –      –    2019-02-24 4 D $89.91 $482,727 D/D (5,369) 55,695 0 -
DUK Duke Energy Corp Executive VP, Reg Utilities   •       •      –    2013-05-14 4 S $72.43 $507,105 D/D (7,000) 53,524 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 EVPMkt Solutions;PresCarolinas   •       –      –    2016-02-24 4 OE $74.95 $542,188 D/D 7,234 61,486 0 -
DUK Duke Energy Corp EVPCust&DelivOps;PresCarolinas   •       –      –    2019-02-27 4 A $89.28 $543,804 D/D 6,091 58,286 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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