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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 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 -
DUK Duke Energy Corp EVPCust&DelivOps;PresCarolinas   •       –      –    2019-08-26 4 S $90.80 $1,816,268 D/D (20,000) 32,231 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 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 D $74.95 $179,655 D/D (2,397) 59,089 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 A $74.95 $1,200,099 D/D 16,012 54,252 0 -
DUK Duke Energy Corp EVPMkt Solutions;PresCarolinas   •       –      –    2016-02-25 4 D $76.44 $127,884 D/D (1,673) 57,416 0 -
DUK Duke Energy Corp Executive Vice PresidentOffice   •       –      –    2012-07-02 3 IO $0.00 $0 I/I 0 1,508 -
DUK Duke Energy Corp Executive Vice PresidentOffice   •       –      –    2012-07-02 3 IO $0.00 $0 D/D 0 57,116 -
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 Executive VP, Reg Utilities   •       •      –    2013-02-25 4 D $69.11 $194,061 D/D (2,808) 57,723 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   •       •      –    2013-02-25 4 OE $69.11 $581,561 D/D 8,415 60,531 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 -
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 Executive VP, Reg Utilities   •       •      –    2013-08-09 4 S $71.22 $618,831 D/D (8,689) 44,895 0 -
DUK Duke Energy Corp Executive VP, Reg Utilities   •       •      –    2013-09-03 4 AS $65.94 $19,782 D/D (300) 44,595 0 -
DUK Duke Energy Corp Executive VP, Reg Utilities   •       •      –    2013-10-01 4 AS $67.50 $20,250 D/D (300) 44,295 0 -
DUK Duke Energy Corp Executive VP, Reg Utilities   •       •      –    2013-11-01 4 AS $71.96 $21,588 D/D (300) 43,995 0 -
DUK Duke Energy Corp Executive VP, Reg Utilities   •       •      –    2013-12-02 4 AS $70.13 $21,039 D/D (300) 43,695 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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