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Insider Information:   Trent Keith
Relationship:  
City:   Charlotte
State:   NC
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   26,240    

Indirect Shares

  1,031      
Direct Value   $2,234,676    

Indirect Value

  $105,337      
Total Shares   27,271      
Total Value   $2,340,014      


Duke Energy Corp
 $1,028,954 Edison International
 $1,205,722 Duke Energy Corp
 $1,028,954 Edison International
 $1,205,722
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    1   
    0    

     Stock price went up :

    1   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   1.0   
   0.0   
     Percentage Gain/Loss :
   14.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Duke Energy Corp DUK EVPGridSolution;PresMi... 2015-05-15 10,071 2015-05-15 1,031    Premium*  
            TRC Companies Inc TRR Director 2017-06-21 0 2016-07-01 0    Premium*  
            Edison International EIX 2024-04-25 16,169 2019-04-25 0    Premium*  
* Premium Members only  

Records found :    52         Free Registration Required For Full Results.    Limit: 25

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  Page 3 of 3
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 GrpExec&Pres-Commer Businesses   •       –      –    2012-02-27 4 A $21.07 $308,992 D/D 14,665 58,823 0 -
DUK Duke Energy Corp GrpExec&Pres-Commer Businesses   •       –      –    2012-02-27 4 OE $21.07 $1,080,849 D/D 51,298 62,425 0 -

  52  Records found
  1   2   3     
  Page 3 of 3  
 
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