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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   $2,279,971    

Indirect Value

   $107,111      
Total Shares   27,271      
Total Value   $2,387,081      


Duke Energy Corp $1,046,276 Edison International $1,233,695 Duke Energy Corp $1,046,276 Edison International $1,233,695
 


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 :    25         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 1
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 OE $21.07 $1,080,849 D/D 51,298 62,425 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 GrpExec&Pres-Commer Businesses   •       –      –    2011-05-05 4 OE $17.72 $225,044 D/D 12,700 46,379 0 -
DUK Duke Energy Corp GrpExec&Pres-Commer Businesses   •       –      –    2012-02-27 4 D $21.07 $384,886 D/D (18,267) 44,158 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 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 GrpExec&Pres-Commer Businesses   •       –      –    2011-02-22 4 A $17.98 $300,086 D/D 16,690 33,679 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 GrpExec&Pres-Commer Businesses   •       –      –    2011-05-05 4 S $18.75 $325,463 D/D (17,358) 29,021 0 -
DUK Duke Energy Corp Executive VP & COO Reg Util   •       –      –    2015-02-25 4 OE $79.01 $1,076,590 D/D 13,626 28,550 0 -
DUK Duke Energy Corp Executive VP & COO Reg Util   •       •      –    2014-02-25 4 OE $71.03 $1,342,112 D/D 18,895 28,303 0 -
DUK Duke Energy Corp Executive VP & COO Reg Util   •       •      –    2013-02-25 4 OE $69.11 $1,371,350 D/D 19,843 27,830 0 -
DUK Duke Energy Corp GrpExec&Pres-Commer Businesses   •       –      –    2012-02-29 4 S $20.95 $691,900 D/D (33,031) 25,792 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   •       •      –    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 D $71.03 $569,803 D/D (8,022) 25,054 0 -
DUK Duke Energy Corp Executive VP & COO Reg Util   •       •      –    2013-02-27 4 D $70.13 $54,842 D/D (782) 24,278 0 -
DUK Duke Energy Corp Executive VP & COO Reg Util   •       •      –    2014-02-27 4 D $70.43 $54,865 D/D (779) 24,275 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 Executive VP & COO Reg Util   •       •      –    2013-05-13 4 S $72.00 $36,000 D/D (500) 23,778 0 -
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 Executive VP & COO Reg Util   •       –      –    2015-02-25 4 D $79.01 $488,835 D/D (6,187) 22,363 0 -
DUK Duke Energy Corp Executive VP & COO Reg Util   •       –      –    2015-02-27 4 D $78.55 $61,112 D/D (778) 21,585 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 -
DUK Duke Energy Corp Grp Ex;Chf Strtgy,Pol&Reg Off   •       –      –    2007-08-13 4 OE $7.85 $103,620 D/D 13,200 20,199 0 -
  25  Records found
  1     
  Page 1 of 1  
 
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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