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Insider
Information: |
Yates Lloyd M |
Relationship: |
Director and President... |
City: |
Raleigh |
State: |
NC |
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Insider
Summary: |
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Companies Owned : |
5 |
|
Direct
Shares |
261,286 |
|
Indirect Shares
|
2,029 |
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Direct
Value |
$15,174,634 |
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Indirect Value
|
$208,662 |
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Total
Shares |
263,315 |
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Total
Value |
$15,383,296 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
|
2
|
3
|
Stock
price went up :
|
2
|
3
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Stock
price went down : |
0
|
0
|
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Gain/Loss Ratio : |
2.0
|
3.0
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Percentage
Gain/Loss : |
24.9%
|
55.0%
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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* |
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Records found :
86 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 4 of 4
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Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
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3m +/- |
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Form |
DUK |
Duke Energy Corp |
EVP, Market Solutions |
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2014-08-26 |
4 |
S |
$72.64 |
$312,361 |
D/D |
(4,300) |
46,160 |
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 |
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 |
EVPCust&DelivOps;PresCarolinas |
|
2017-02-27 |
4 |
S |
$82.01 |
$410,070 |
D/D |
(5,000) |
56,443 |
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 |
|
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 |
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 |
- |
|
MMC |
Marsh & McLennan Companie... |
Director |
|
2020-11-16 |
4 |
S |
$115.17 |
$766,781 |
D/D |
(6,658) |
24,001 |
0 |
% |
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86 Records found
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Page 4 of 4 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
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B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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