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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   $14,623,837    

Indirect Value

   $201,500      
Total Shares   263,315      
Total Value   $14,825,337      


Marsh & McLennan Companies Inc $4,784,839 Duke Energy Corp $3,200,861 American Water Works Company Inc. $886,184 Sonoco Products Co $222,440 NiSource Inc $5,529,513 Marsh & McLennan Companies Inc $4,784,839 Duke Energy Corp $3,200,861 American Water Works Company Inc. $886,184 Sonoco Products Co $222,440 NiSource Inc $5,529,513
 


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 :
   23.4%
 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 1 of 4
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
MMC Marsh & McLennan Companie... Director   –       •      –    2011-06-01 4 A $30.80 $100,000 D/D 3,247 3,247 0 -
MMC Marsh & McLennan Companie... Director   –       •      –    2012-06-01 4 A $31.92 $119,987 D/D 3,759 7,006 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 -
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 OE $69.11 $581,561 D/D 8,415 60,531 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   •       •      –    2013-03-16 4 D $69.95 $147,175 D/D (2,104) 60,524 0 -
MMC Marsh & McLennan Companie... Director   •       •      –    2013-03-22 4 B $37.32 $149,276 D/D 4,000 11,006 2.39 -
DUK Duke Energy Corp Executive VP, Reg Utilities   •       •      –    2013-05-14 4 S $72.43 $507,105 D/D (7,000) 53,524 0 -
MMC Marsh & McLennan Companie... Director   •       •      –    2013-06-01 4 A $40.37 $119,980 D/D 2,972 13,978 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 -
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 A $71.03 $339,026 D/D 4,773 55,884 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   •       •      –    2014-03-03 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 -
  86  Records found
  1  2   3   4      
  Page 1 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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