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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   •       –      –    2017-02-25 4 D $81.96 $91,877 D/D (1,121) 61,443 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   •       –      –    2019-02-13 4 D $89.59 $433,705 D/D (4,841) 61,929 0 -
DUK Duke Energy Corp EVPCust&DelivOps;PresCarolinas   •       –      –    2019-02-22 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   •       –      –    2019-02-28 4 D $89.66 $84,280 D/D (940) 57,346 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 Executive Vice PresidentOffice   •       –      –    2012-07-02 3 IO $0.00 $0 D/D 0 57,116 -
DUK Duke Energy Corp Executive Vice PresidentOffice   •       –      –    2012-07-02 3 IO $0.00 $0 I/I 0 1,508 -
AWK American Water Works Comp... Director   –       •      –    2019-07-25 3 IO $0.00 $0 D/D 0 2,000 -
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 3 IO $0.00 $0 D/D 0 10,000 %
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   •       •      –    2014-02-25 4 OE $71.03 $851,792 D/D 11,992 55,087 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 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   •       –      –    2018-02-14 4 OE $75.48 $508,358 D/D 6,735 53,357 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 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   •       •      –    2013-05-14 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   •       •      –    2014-01-02 4 S $69.23 $20,769 D/D (300) 43,395 0 -
  86  Records found
  1   2   3  4      
  Page 3 of 4  
 
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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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