person · Reporting owner

GOOD LYNN J

Disclosed activity across 4 companies

Tapewire entity: 10506
SEC CIK: 0001230175

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
BOEING COBA · Entity 2862	Director	July 01, 2026	July 06, 2026
CATERPILLAR INCCAT · Entity 2808	Director	September 30, 2026	October 02, 2026
Duke Energy CORPDUK · Entity 2925	Director · Chair & CEO	February 26, 2025	February 28, 2025
MORGAN STANLEYMS · Entity 2815	Director	June 01, 2026	June 02, 2026

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

BOEING CO

Report date July 01, 2026 · Filed July 06, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	Direct	17,378.509	Reported balance After 2026-07-01 transaction · row 1 Instrument identity requires review; Table II rows are not merged. 1 source row Row 1 · 2026-07-01 · Grant · Acquired 406 · Balance 17,378.509 F1: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2: Phantom stock units awarded or acquired in lieu of director cash compensation. F3: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director.

Filing footnotes · ownership attribution and instrument terms

F1: Phantom stock units are convertible into common stock on a 1-for-1 basis.

F2: Phantom stock units awarded or acquired in lieu of director cash compensation.

F3: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director.

CATERPILLAR INC

Report date September 30, 2026 · Filed October 02, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Phantom Stock UnitsSEC Table II · derivative / convertible security	Direct	30	Reported balance After 2026-09-30 transaction · row 1 Instrument identity requires review; Table II rows are not merged. 1 source row Row 1 · 2026-09-30 · Grant · Acquired 30 · Balance 30 F1: Each phantom stock unit under the company's non-qualified deferred compensation plan as reported is generally the economic equivalent of one share of Caterpillar Inc. common stock. F2: Phantom stock units awarded or acquired in lieu of director cash compensation. F3: The phantom stock units were acquired under the Caterpillar Inc. Directors' Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service.

Filing footnotes · ownership attribution and instrument terms

F1: Each phantom stock unit under the company's non-qualified deferred compensation plan as reported is generally the economic equivalent of one share of Caterpillar Inc. common stock.

F2: Phantom stock units awarded or acquired in lieu of director cash compensation.

F3: The phantom stock units were acquired under the Caterpillar Inc. Directors' Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service.

Duke Energy CORP

Report date February 26, 2025 · Filed February 28, 2025

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	496,662	Reported balance After 2025-02-26 transaction · row 1 1 source row Row 1 · 2025-02-26 · Grant · Acquired 15,476 · Balance 496,662 F1: The reporting person received restricted stock units ("RSUs") granted under the Duke Energy Corporation 2023 Long-Term Incentive Plan, which RSUs are settled in common stock on a one-for-one-basis upon vesting. 1/3rd of the RSUs vest each year over a 3-year period beginning on the first anniversary of the February 26, 2025, grant date.
Common StockSEC Table I · non-derivative	IndirectBy 401(k)	2,864	Reported balance Holding disclosure · report date 2025-02-26 · row 2 Holding and transaction disclosures are not merged. 1 source row Row 2 · Balance 2,864 F2: Represents interests in an issuer stock fund.
Common StockSEC Table I · non-derivative	IndirectBy Spouse	810	Reported balance Holding disclosure · report date 2025-02-26 · row 3 Holding and transaction disclosures are not merged. 1 source row Row 3 · Balance 810
Common StockSEC Table I · non-derivative	IndirectBy Irrevocable Trust	52,966	Reported balance Holding disclosure · report date 2025-02-26 · row 4 Holding and transaction disclosures are not merged. 1 source row Row 4 · Balance 52,966
Common StockSEC Table I · non-derivative	IndirectBy Family Trust	121,400	Reported balance Holding disclosure · report date 2025-02-26 · row 5 Holding and transaction disclosures are not merged. 1 source row Row 5 · Balance 121,400

Filing footnotes · ownership attribution and instrument terms

F1: The reporting person received restricted stock units ("RSUs") granted under the Duke Energy Corporation 2023 Long-Term Incentive Plan, which RSUs are settled in common stock on a one-for-one-basis upon vesting. 1/3rd of the RSUs vest each year over a 3-year period beginning on the first anniversary of the February 26, 2025, grant date.

F2: Represents interests in an issuer stock fund.

MORGAN STANLEY

Report date June 01, 2026 · Filed June 02, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	3,500.504	Ending reported balance After 2026-06-01 transaction · row 2 2 source rows · reconciled sequence Row 1 · 2026-06-01 · Grant · Acquired 1,309.777 · Balance 3,226.642 F1: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Row 2 · 2026-06-01 · Grant · Acquired 273.862 · Balance 3,500.504 F2: Deferred stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service on the Morgan Stanley Board of Directors. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1.

Filing footnotes · ownership attribution and instrument terms

F1: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1.

F2: Deferred stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service on the Morgan Stanley Board of Directors. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1.

Transaction history

JSON API

Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
September 30, 2026 Filed Oct 2, 2026 01:15 UTC	CATERPILLAR INC CAT · Entity 2808	GrantPhantom Stock Units · Derivative	30	$821.01	$24,630.30	Disclosure SEC source: 0001104659-26-112893 · tm2626848-2_4seq1.xml · derivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30 Underlying: Common Stock · 30 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit under the company's non-qualified deferred compensation plan as reported is generally the economic equivalent of one share of Caterpillar Inc. common stock. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: The phantom stock units were acquired under the Caterpillar Inc. Directors' Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. F3 · derivative.expiration_date: The phantom stock units were acquired under the Caterpillar Inc. Directors' Deferred Compensation Plan and are to be settled 100% in cash upon the reporting person's retirement or separation from service. Read SEC document
July 01, 2026 Filed Jul 6, 2026 20:40 UTC	BOEING CO BA · Entity 2862	GrantPhantom Stock Units · Derivative	406	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001225208-26-006508 · doc4.xml · derivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,378.509 Underlying: Common Stock · 406 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document
June 01, 2026 Filed Jun 2, 2026 21:06 UTC	MORGAN STANLEY MS · Entity 2815	GrantCommon Stock	273.862	$209.96	$57,499.90	Disclosure SEC source: 0001628280-26-039861 · wk-form4_1780434379.xml · nonDerivative · entry 2 GOOD LYNN J · CIK 0001230175 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,500.504 F2 · kind: Deferred stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service on the Morgan Stanley Board of Directors. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document
June 01, 2026 Filed Jun 2, 2026 21:06 UTC	MORGAN STANLEY MS · Entity 2815	GrantCommon Stock	1,309.777	$0.00	$0.00	Disclosure SEC source: 0001628280-26-039861 · wk-form4_1780434379.xml · nonDerivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,226.642 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document
April 01, 2026 Filed Apr 3, 2026 21:48 UTC	BOEING CO BA · Entity 2862	GrantPhantom Stock Units · Derivative	428	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001225208-26-004380 · doc4.xml · derivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,972.509 Underlying: Common Stock · 428 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document
January 02, 2026 Filed Jan 6, 2026 23:46 UTC	BOEING CO BA · Entity 2862	GrantPhantom Stock Units · Derivative	400	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001225208-26-000422 · doc4.xml · derivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,544.509 Underlying: Common Stock · 400 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document
December 01, 2025 Filed Dec 2, 2025 21:39 UTC	MORGAN STANLEY MS · Entity 2815	GrantCommon Stock	227.151	$168.76	$38,333.32	Disclosure SEC source: 0001628280-25-054798 · wk-form4_1764711588.xml · nonDerivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,895.761 F1 · kind: Deferred stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service on the Morgan Stanley Board of Directors. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document
October 01, 2025 Filed Oct 3, 2025 22:06 UTC	BOEING CO BA · Entity 2862	GrantPhantom Stock Units · Derivative	413	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001225208-25-008495 · doc4.xml · derivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,144.509 Underlying: Common Stock · 413 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document
August 01, 2025 Filed Aug 1, 2025 21:11 UTC	MORGAN STANLEY MS · Entity 2815	GrantCommon Stock	1,658.438	$0.00	$0.00	Disclosure SEC source: 0000895421-25-000436 · wk-form4_1754082691.xml · nonDerivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,658.438 F1 · kind: Deferred stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document
July 01, 2025 Filed Jul 3, 2025 23:38 UTC	BOEING CO BA · Entity 2862	GrantPhantom Stock Units · Derivative	423.998	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001225208-25-006558 · doc4.xml · derivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,731.509 Underlying: Common Stock · 423.998 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document
April 01, 2025 Filed Apr 3, 2025 22:43 UTC	BOEING CO BA · Entity 2862	GrantPhantom Stock Units · Derivative	529.544	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001225208-25-004036 · doc4.xml · derivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,307.511 Underlying: Common Stock · 529.544 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document
February 26, 2025 Filed Feb 28, 2025 21:22 UTC	Duke Energy CORP DUK · Entity 2925	GrantCommon Stock	15,476	$116.31	$1,800,013.56	Disclosure SEC source: 0001326160-25-000094 · wk-form4_1740777735.xml · nonDerivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 496,662 F1 · shares: The reporting person received restricted stock units ("RSUs") granted under the Duke Energy Corporation 2023 Long-Term Incentive Plan, which RSUs are settled in common stock on a one-for-one-basis upon vesting. 1/3rd of the RSUs vest each year over a 3-year period beginning on the first anniversary of the February 26, 2025, grant date. Read SEC document
February 23, 2025 Filed Feb 25, 2025 21:32 UTC	Duke Energy CORP DUK · Entity 2925	Tax withholdingCommon Stock	7,048	$115.55	$814,396.40	Disclosure SEC source: 0001326160-25-000058 · wk-form4_1740519152.xml · nonDerivative · entry 3 GOOD LYNN J · CIK 0001230175 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 481,186 F3 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 16,126 restricted stock units ("RSUs") related to a RSU award granted February 23, 2022, under the Duke Energy Corporation 2015 Long-Term Incentive Plan. Such RSUs convert into common stock on a one-for-one basis. Read SEC document
February 22, 2025 Filed Feb 25, 2025 21:32 UTC	Duke Energy CORP DUK · Entity 2925	Tax withholdingCommon Stock	7,589	$115.55	$876,908.95	Disclosure SEC source: 0001326160-25-000058 · wk-form4_1740519152.xml · nonDerivative · entry 2 GOOD LYNN J · CIK 0001230175 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 488,234 F2 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 17,366 restricted stock units ("RSUs") related to a RSU award granted February 22, 2024, under the Duke Energy Corporation 2023 Long-Term Incentive Plan. Such RSUs convert into common stock on a one-for-one basis. Read SEC document
February 22, 2025 Filed Feb 25, 2025 21:32 UTC	Duke Energy CORP DUK · Entity 2925	Tax withholdingCommon Stock	7,062	$115.55	$816,014.10	Disclosure SEC source: 0001326160-25-000058 · wk-form4_1740519152.xml · nonDerivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 495,823 F1 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 16,159 restricted stock units ("RSUs") related to a RSU award granted February 22, 2023, under the Duke Energy Corporation 2015 Long-Term Incentive Plan. Such RSUs convert into common stock on a one-for-one basis. Read SEC document
February 07, 2025 Filed Feb 11, 2025 21:38 UTC	Duke Energy CORP DUK · Entity 2925	Tax withholdingCommon Stock	59,987	$114.99	$6,897,905.13	Disclosure SEC source: 0001326160-25-000037 · wk-form4_1739309922.xml · nonDerivative · entry 2 GOOD LYNN J · CIK 0001230175 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 502,885 F5 · kind: Represents shares withheld to pay taxes due upon vesting of the performance shares. Read SEC document
February 07, 2025 Filed Feb 11, 2025 21:38 UTC	Duke Energy CORP DUK · Entity 2925	GrantCommon Stock	140,253	$0.00	$0.00	Disclosure SEC source: 0001326160-25-000037 · wk-form4_1739309922.xml · nonDerivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 562,872 F1 · kind: Represents vested performance shares related to a performance share award granted February 23, 2022, that contained performance-vesting requirements measured over a three-year performance period and deemed satisfied on February 7, 2025. F2 · balance_after: Amount increased due to dividend reinvestment. F3 · balance_after: Includes 231,184 shares held in a revocable trust in the name of the reporting person. F4 · balance_after: Includes 89,904 shares held in a revocable trust in the name of the reporting person. Read SEC document
January 02, 2025 Filed Jan 6, 2025 22:44 UTC	BOEING CO BA · Entity 2862	GrantPhantom Stock Units · Derivative	508.581	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001225208-25-000403 · doc4.xml · derivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,777.967 Underlying: Common Stock · 508.581 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document
October 01, 2024 Filed Oct 3, 2024 22:26 UTC	BOEING CO BA · Entity 2862	GrantPhantom Stock Units · Derivative	580.274	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001225208-24-009139 · doc4.xml · derivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,269.386 Underlying: Common Stock · 580.274 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document
July 01, 2024 Filed Jul 3, 2024 22:25 UTC	BOEING CO BA · Entity 2862	GrantPhantom Stock Units · Derivative	477.574	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001225208-24-007303 · doc4.xml · derivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,689.112 Underlying: Common Stock · 477.574 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document
May 15, 2024 Filed May 16, 2024 22:02 UTC	Duke Energy CORP DUK · Entity 2925	GiftCommon Stock	15,000	$0.00	$0.00	Disclosure SEC source: 0001326160-24-000150 · wk-form4_1715896956.xml · nonDerivative · entry 2 GOOD LYNN J · CIK 0001230175 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 422,464 F1 · balance_after: Includes 223,680 shares held in a revocable trust in the name of the reporting person. Read SEC document
May 15, 2024 Filed May 16, 2024 22:02 UTC	Duke Energy CORP DUK · Entity 2925	SaleCommon Stock	15,000	$103.30	$1,549,500.00	Disclosure SEC source: 0001326160-24-000150 · wk-form4_1715896956.xml · nonDerivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 437,464 Read SEC document
April 01, 2024 Filed Apr 4, 2024 00:02 UTC	BOEING CO BA · Entity 2862	GrantPhantom Stock Units · Derivative	464.785	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001225208-24-004952 · doc4.xml · derivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,211.538 Underlying: Common Stock · 464.785 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document
February 24, 2024 Filed Feb 26, 2024 22:26 UTC	Duke Energy CORP DUK · Entity 2925	Tax withholdingCommon Stock	5,598	$92.73	$519,102.54	Disclosure SEC source: 0001326160-24-000054 · wk-form4_1708986370.xml · nonDerivative · entry 4 GOOD LYNN J · CIK 0001230175 · Director · Chair, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 452,464 F4 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 12,737 RSUs related to a RSU award granted February 24, 2021, under the Duke Energy Corporation 2015 Long-Term Incentive Plan. Such RSUs convert into common stock on a one-for-one basis. Read SEC document
February 23, 2024 Filed Feb 26, 2024 22:26 UTC	Duke Energy CORP DUK · Entity 2925	Tax withholdingCommon Stock	7,088	$92.73	$657,270.24	Disclosure SEC source: 0001326160-24-000054 · wk-form4_1708986370.xml · nonDerivative · entry 3 GOOD LYNN J · CIK 0001230175 · Director · Chair, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 458,062 F3 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 16,126 RSUs related to a RSU award granted February 23, 2022, under the Duke Energy Corporation 2015 Long-Term Incentive Plan. Such RSUs convert into common stock on a one-for-one basis. Read SEC document
February 22, 2024 Filed Feb 26, 2024 22:26 UTC	Duke Energy CORP DUK · Entity 2925	Tax withholdingCommon Stock	7,102	$92.13	$654,307.26	Disclosure SEC source: 0001326160-24-000054 · wk-form4_1708986370.xml · nonDerivative · entry 2 GOOD LYNN J · CIK 0001230175 · Director · Chair, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 465,150 F2 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 16,158 RSUs related to a RSU award granted February 22, 2023, under the Duke Energy Corporation 2015 Long-Term Incentive Plan. Such RSUs convert into common stock on a one-for-one basis. Read SEC document
February 22, 2024 Filed Feb 26, 2024 22:26 UTC	Duke Energy CORP DUK · Entity 2925	GrantCommon Stock	52,100	$92.13	$4,799,973.00	Disclosure SEC source: 0001326160-24-000054 · wk-form4_1708986370.xml · nonDerivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director · Chair, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 472,252 F1 · shares: The reporting person received restricted stock units ("RSUs") granted under the Duke Energy Corporation 2023 Long-Term Incentive Plan, which RSUs are settled in common stock on a one-for-one-basis upon vesting. 1/3rd of the RSUs vest each year over a 3-year period beginning on the first anniversary of the February 22, 2024, grant date. Read SEC document
February 05, 2024 Filed Feb 7, 2024 19:01 UTC	Duke Energy CORP DUK · Entity 2925	Tax withholdingCommon Stock	49,451	$95.25	$4,710,207.75	Disclosure SEC source: 0001326160-24-000023 · wk-form4_1707332454.xml · nonDerivative · entry 2 GOOD LYNN J · CIK 0001230175 · Director · Chair, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 420,152 F3 · kind: Represents shares withheld to pay taxes due upon vesting of the performance shares. Read SEC document
February 05, 2024 Filed Feb 7, 2024 19:01 UTC	Duke Energy CORP DUK · Entity 2925	GrantCommon Stock	116,098	$0.00	$0.00	Disclosure SEC source: 0001326160-24-000023 · wk-form4_1707332454.xml · nonDerivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director · Chair, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 469,603 F1 · kind: Represents vested performance shares related to a performance share award granted February 24, 2021, that contained performance-vesting requirements measured over a three-year performance period and deemed satisfied on February 5, 2024. F2 · balance_after: Amount increased due to dividend reinvestment. Read SEC document
January 02, 2024 Filed Jan 5, 2024 00:07 UTC	BOEING CO BA · Entity 2862	GrantPhantom Stock Units · Derivative	348.408	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001225208-24-000419 · doc4.xml · derivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,746.753 Underlying: Common Stock · 348.408 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document
October 02, 2023 Filed Oct 4, 2023 23:37 UTC	BOEING CO BA · Entity 2862	GrantPhantom Stock Units · Derivative	467.881	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001225208-23-009362 · doc4.xml · derivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,398.345 Underlying: Common Stock · 467.881 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document
July 03, 2023 Filed Jul 6, 2023 22:07 UTC	BOEING CO BA · Entity 2862	GrantPhantom Stock Units · Derivative	420.209	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001225208-23-007382 · doc4.xml · derivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,930.464 Underlying: Common Stock · 420.209 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document
April 03, 2023 Filed Apr 5, 2023 23:44 UTC	BOEING CO BA · Entity 2862	GrantPhantom Stock Units · Derivative	411.737	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001225208-23-004702 · doc4.xml · derivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,510.255 Underlying: Common Stock · 411.737 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document
February 24, 2023 Filed Feb 27, 2023 21:25 UTC	Duke Energy CORP DUK · Entity 2925	Tax withholdingCommon Stock	5,630	$96.92	$545,659.60	Disclosure SEC source: 0001326160-23-000095 · wf-form4_167753311655971.xml · nonDerivative · entry 2 GOOD LYNN J · CIK 0001230175 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,212 F2 · kind: Represents the number of shares withheld to pay taxes due upon vesting of 12,736 restricted stock units related to a restricted stock unit award granted February 24, 2021, under the Duke Energy Corporation 2015 Long-Term Incentive Plan. Such restricted stock units convert into common stock on a one-for-one basis. Read SEC document
February 23, 2023 Filed Feb 27, 2023 21:25 UTC	Duke Energy CORP DUK · Entity 2925	Tax withholdingCommon Stock	7,128	$96.84	$690,275.52	Disclosure SEC source: 0001326160-23-000095 · wf-form4_167753311655971.xml · nonDerivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357,842 F1 · kind: Represents the number of shares withheld to pay taxes due upon vesting of 16,125 restricted stock units related to a restricted stock unit award granted February 23, 2022, under the Duke Energy Corporation 2015 Long-Term Incentive Plan. Such restricted stock units convert into common stock on a one-for-one basis. Read SEC document
February 22, 2023 Filed Feb 24, 2023 21:21 UTC	Duke Energy CORP DUK · Entity 2925	GrantCommon Stock	48,476	$97.47	$4,724,955.72	Disclosure SEC source: 0001326160-23-000068 · wf-form4_167727363916325.xml · nonDerivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 364,970 F1 · shares: The reporting person received restricted stock units ("RSUs") granted under the Duke Energy Corporation 2015 Long-Term Incentive Plan, which RSUs are settled in common stock on a one-for-one-basis upon vesting. 1/3rd of the RSUs vest each year over a 3-year period beginning on the first anniversary of the grant date. Read SEC document
February 19, 2023 Filed Feb 22, 2023 21:47 UTC	Duke Energy CORP DUK · Entity 2925	Tax withholdingCommon Stock	4,849	$99.49	$482,427.01	Disclosure SEC source: 0001326160-23-000051 · wf-form4_167710244697321.xml · nonDerivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,494 F1 · kind: Represents the number of shares withheld to pay taxes due upon vesting of 10,969 restricted stock units related to a restricted stock unit award granted February 19, 2020. Such restricted stock units convert into common stock on a one-for-one basis. Read SEC document
February 06, 2023 Filed Feb 8, 2023 22:04 UTC	Duke Energy CORP DUK · Entity 2925	Tax withholdingCommon Stock	43,727	$101.81	$4,451,845.87	Disclosure SEC source: 0001326160-23-000029 · wf-form4_167589386706814.xml · nonDerivative · entry 2 GOOD LYNN J · CIK 0001230175 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 321,343 F2 · kind: Represents shares withheld to pay taxes due upon vesting of the performance shares. F3 · balance_after: Amount increased due to dividend reinvestment. Read SEC document
February 06, 2023 Filed Feb 8, 2023 22:04 UTC	Duke Energy CORP DUK · Entity 2925	GrantCommon Stock	102,261	$0.00	$0.00	Disclosure SEC source: 0001326160-23-000029 · wf-form4_167589386706814.xml · nonDerivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 364,807 F1 · kind: Represents vested performance shares related to a performance share award granted February 19, 2020, that contained performance-vesting requirements measured over a three-year performance period and deemed satisfied on February 6, 2023. Read SEC document
January 03, 2023 Filed Jan 6, 2023 00:27 UTC	BOEING CO BA · Entity 2862	GrantPhantom Stock Units · Derivative	455.625	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001225208-23-000428 · doc4.xml · derivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,098.518 Underlying: Common Stock · 455.625 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document
October 03, 2022 Filed Oct 5, 2022 22:49 UTC	BOEING CO BA · Entity 2862	GrantPhantom Stock Units · Derivative	715.236	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001225208-22-010835 · doc4.xml · derivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,642.897 Underlying: Common Stock · 715.236 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document
July 01, 2022 Filed Jul 7, 2022 00:18 UTC	BOEING CO BA · Entity 2862	GrantPhantom Stock Units · Derivative	640.355	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001225208-22-008685 · doc4.xml · derivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,927.661 Underlying: Common Stock · 640.355 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document
April 01, 2022 Filed Apr 5, 2022 22:32 UTC	BOEING CO BA · Entity 2862	GrantPhantom Stock Units · Derivative	465.396	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001225208-22-005621 · doc4.xml · derivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,287.306 Underlying: Common Stock · 465.396 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F3 · derivative.expiration_date: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. Read SEC document
February 27, 2022 Filed Mar 1, 2022 21:35 UTC	Duke Energy CORP DUK · Entity 2925	Tax withholdingCommon Stock	5,192	$100.22	$520,342.24	Disclosure SEC source: 0001326160-22-000133 · wf-form4_164617049613239.xml · nonDerivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,546 Read SEC document
February 25, 2022 Filed Feb 28, 2022 20:34 UTC	Duke Energy CORP DUK · Entity 2925	GiftCommon Stock	10,000	$0.00	$0.00	Disclosure SEC source: 0001326160-22-000112 · wf-form4_164608046594399.xml · nonDerivative · entry 3 GOOD LYNN J · CIK 0001230175 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,738 Read SEC document
February 25, 2022 Filed Feb 28, 2022 20:34 UTC	Duke Energy CORP DUK · Entity 2925	SaleCommon Stock	20,000	$98.57	$1,971,400.00	Disclosure SEC source: 0001326160-22-000112 · wf-form4_164608046594399.xml · nonDerivative · entry 2 GOOD LYNN J · CIK 0001230175 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,738 F1 · price: Reflects the weighted average sale price for the entire amount of shares sold with prices ranging from $98.98 to $98.04. Read SEC document
February 24, 2022 Filed Feb 28, 2022 20:34 UTC	Duke Energy CORP DUK · Entity 2925	Tax withholdingCommon Stock	5,660	$97.04	$549,246.40	Disclosure SEC source: 0001326160-22-000112 · wf-form4_164608046594399.xml · nonDerivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,738 Read SEC document
February 23, 2022 Filed Feb 25, 2022 22:26 UTC	Duke Energy CORP DUK · Entity 2925	GrantCommon Stock	48,377	$97.67	$4,724,981.59	Disclosure SEC source: 0001326160-22-000091 · wf-form4_164582795691612.xml · nonDerivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 303,398 Read SEC document
February 19, 2022 Filed Feb 22, 2022 21:40 UTC	Duke Energy CORP DUK · Entity 2925	Tax withholdingCommon Stock	4,875	$99.81	$486,573.75	Disclosure SEC source: 0001326160-22-000066 · wf-form4_164556597971049.xml · nonDerivative · entry 1 GOOD LYNN J · CIK 0001230175 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,021 Read SEC document
February 08, 2022 Filed Feb 10, 2022 21:44 UTC	Duke Energy CORP DUK · Entity 2925	Exercise / conversionPerformance Shares · Derivative	98,864	$0.00 Strike: $104.41	$0.00	Disclosure SEC source: 0001326160-22-000037 · wf-form4_164452942437332.xml · derivative · entry 7 GOOD LYNN J · CIK 0001230175 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,864 Underlying: Common Stock · 98,864 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.