| |
| |
|
| 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 |
• • – |
2014-01-02 |
4 |
S |
$69.23 |
$20,769 |
D/D |
(300) |
43,395 |
0 |
- |
|
| DUK |
Duke Energy Corp |
Executive VP, Reg Utilities |
• • – |
2014-02-03 |
4 |
AS |
$70.68 |
$21,204 |
D/D |
(300) |
43,095 |
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 |
Executive VP, Reg Utilities |
• • – |
2014-02-25 |
4 |
D |
$71.03 |
$320,487 |
D/D |
(4,512) |
55,348 |
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 |
Executive VP, Reg Utilities |
• • – |
2014-03-03 |
4 |
AS |
$70.53 |
$21,159 |
D/D |
(300) |
55,048 |
0 |
- |
|
| DUK |
Duke Energy Corp |
Executive VP, Reg Utilities |
• • – |
2014-03-14 |
4 |
D |
$70.70 |
$223,129 |
D/D |
(3,156) |
51,892 |
0 |
- |
|
| DUK |
Duke Energy Corp |
Executive VP, Reg Utilities |
• • – |
2014-04-01 |
4 |
AS |
$71.39 |
$21,417 |
D/D |
(300) |
51,660 |
0 |
- |
|
| DUK |
Duke Energy Corp |
Executive VP, Reg Utilities |
• • – |
2014-05-01 |
4 |
AS |
$74.60 |
$22,380 |
D/D |
(300) |
51,360 |
0 |
- |
|
| DUK |
Duke Energy Corp |
Executive VP, Reg Utilities |
• • – |
2014-06-02 |
4 |
AS |
$70.95 |
$21,285 |
D/D |
(300) |
51,060 |
0 |
- |
|
| DUK |
Duke Energy Corp |
Executive VP, Reg Utilities |
• • – |
2014-07-01 |
4 |
AS |
$74.20 |
$22,260 |
D/D |
(300) |
50,760 |
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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|
