| |
| |
|
| Insider
Information: |
Trent Keith |
| Relationship: |
|
| City: |
Charlotte |
| State: |
NC |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
3 |
|
| Direct
Shares |
26,240 |
|
|
Indirect Shares
|
1,031 |
|
|
| Direct
Value |
$2,179,384 |
|
|
|
Indirect Value
|
$103,368 |
|
|
| Total
Shares |
27,271 |
|
|
| Total
Value |
$2,282,752 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
52 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 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 |
Grp Ex;Chf Strtgy,Pol&Reg Off |
• – – |
2008-02-26 |
4 |
A |
$18.41 |
$300,083 |
D/D |
16,300 |
23,299 |
0 |
- |
|
| DUK |
Duke Energy Corp |
Grp Ex;Chf Strtgy,Pol&Reg Off |
• – – |
2009-02-19 |
4 |
A |
$14.50 |
$300,005 |
D/D |
20,690 |
43,989 |
0 |
- |
|
| DUK |
Duke Energy Corp |
GrpExec&Pres-Commer Businesses |
• – – |
2011-02-22 |
4 |
A |
$17.98 |
$300,086 |
D/D |
16,690 |
33,679 |
0 |
- |
|
| DUK |
Duke Energy Corp |
GrpExec&Pres-Commer Businesses |
• – – |
2011-06-28 |
5 |
A |
$0.00 |
$0 |
I/I |
117 |
117 |
0 |
- |
|
| DUK |
Duke Energy Corp |
GrpExec&Pres-Commer Businesses |
• – – |
2011-07-28 |
5 |
A |
$0.00 |
$0 |
I/I |
117 |
234 |
0 |
- |
|
| DUK |
Duke Energy Corp |
GrpExec&Pres-Commer Businesses |
• – – |
2011-12-12 |
5 |
A |
$0.00 |
$0 |
I/I |
910 |
1,144 |
0 |
- |
|
| 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 |
Executive VP & COO Reg Util |
• • – |
2013-02-25 |
4 |
A |
$69.11 |
$338,985 |
D/D |
4,905 |
25,060 |
0 |
- |
|
| DUK |
Duke Energy Corp |
Executive VP & COO Reg Util |
• • – |
2014-02-25 |
4 |
A |
$71.03 |
$339,026 |
D/D |
4,773 |
25,597 |
0 |
- |
|
| DUK |
Duke Energy Corp |
Executive VP & COO Reg Util |
• – – |
2015-02-25 |
4 |
A |
$79.01 |
$415,119 |
D/D |
5,254 |
14,924 |
0 |
- |
|
| TRR |
TRC Companies Inc |
Director |
– • – |
2016-07-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,850 |
2,850 |
0 |
- |
|
| TRR |
TRC Companies Inc |
Director |
– • – |
2016-12-20 |
4 |
A |
$0.00 |
$0 |
D/D |
9,628 |
12,478 |
0 |
- |
|
| EIX |
Edison International |
Director |
– • – |
2019-04-25 |
4 |
A |
$0.00 |
$0 |
D/D |
2,399 |
2,399 |
0 |
- |
|
| EIX |
Edison International |
Director |
– • – |
2020-04-23 |
4 |
A |
$0.00 |
$0 |
D/D |
2,619 |
5,018 |
0 |
- |
|
| EIX |
Edison International |
|
– • – |
2021-04-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,564 |
7,853 |
0 |
- |
|
| EIX |
Edison International |
|
– • – |
2022-04-28 |
4 |
A |
$0.00 |
$0 |
D/D |
2,225 |
10,407 |
0 |
- |
|
| EIX |
Edison International |
|
– • – |
2023-04-27 |
4 |
A |
$0.00 |
$0 |
D/D |
2,277 |
13,116 |
0 |
- |
|
| EIX |
Edison International |
|
– • – |
2024-04-25 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
16,169 |
0 |
- |
|
| EIX |
Edison International |
|
– • – |
2021-03-09 |
4 |
B |
$57.40 |
$15,557 |
D/D |
271 |
5,289 |
0.01 |
% |
|
| DUK |
Duke Energy Corp |
Grp Ex;Chf Strtgy,Pol&Reg Off |
• – – |
2009-02-26 |
4 |
D |
$13.78 |
$74,867 |
D/D |
(5,433) |
38,556 |
0 |
- |
|
| DUK |
Duke Energy Corp |
Grp Ex;Chf Strtgy,Pol&Reg Off |
• – – |
2010-02-19 |
4 |
D |
$16.61 |
$37,173 |
D/D |
(2,238) |
29,319 |
0 |
- |
|
| DUK |
Duke Energy Corp |
Grp Ex;Chf Strtgy,Pol&Reg Off |
• – – |
2010-02-26 |
4 |
D |
$16.35 |
$88,830 |
D/D |
(5,433) |
23,886 |
0 |
- |
|
| DUK |
Duke Energy Corp |
GrpExec&Pres-Commer Businesses |
• – – |
2010-05-07 |
4 |
D |
$16.58 |
$218,574 |
I/I |
(13,183) |
0 |
0 |
- |
|
| DUK |
Duke Energy Corp |
GrpExec&Pres-Commer Businesses |
• – – |
2011-02-19 |
4 |
D |
$17.94 |
$40,168 |
D/D |
(2,239) |
16,989 |
0 |
- |
|
| DUK |
Duke Energy Corp |
GrpExec&Pres-Commer Businesses |
• – – |
2012-02-19 |
4 |
D |
$20.90 |
$46,795 |
D/D |
(2,239) |
21,348 |
0 |
- |
|
52 Records found
|
|
Page 1 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 |
| |
|
|
|
|
|
