| |
| |
|
| 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 4 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 |
• • – |
2013-02-25 |
4 |
OE |
$69.11 |
$581,561 |
D/D |
8,415 |
60,531 |
0 |
- |
|
| DUK |
Duke Energy Corp |
Executive VP, Reg Utilities |
• • – |
2013-08-09 |
4 |
S |
$71.22 |
$618,831 |
D/D |
(8,689) |
44,895 |
0 |
- |
|
| MMC |
Marsh & McLennan Companie... |
Director |
• • – |
2020-11-16 |
4 |
S |
$115.17 |
$766,781 |
D/D |
(6,658) |
24,001 |
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 |
- |
|
| NI |
NiSource Inc |
Director |
• • – |
2022-01-28 |
4 |
A |
$29.27 |
$899,965 |
D/D |
30,747 |
54,106 |
0 |
- |
|
| NI |
NiSource Inc |
Director and President & CEO |
• • – |
2023-01-26 |
4 |
A |
$27.54 |
$1,000,005 |
D/D |
36,311 |
90,855 |
0 |
- |
|
| NI |
NiSource Inc |
Director and President & CEO |
• • – |
2023-08-23 |
4 |
B |
$26.44 |
$1,057,600 |
D/D |
40,000 |
131,242 |
2.81 |
% |
|
| 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 |
EVPCust&DelivOps;PresCarolinas |
• – – |
2019-02-13 |
4 |
OE |
$89.59 |
$1,306,760 |
D/D |
14,586 |
66,770 |
0 |
- |
|
| NI |
NiSource Inc |
Director and President & CEO |
• • – |
2024-01-25 |
4 |
A |
$25.56 |
$1,600,005 |
D/D |
62,598 |
194,018 |
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 |
- |
|
86 Records found
|
|
Page 4 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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|
