Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Duke Energy CORPDUK · Entity 2925 | Director | April 03, 2020 | April 07, 2020 |
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.
Duke Energy CORP
Report date April 03, 2020 · Filed April 07, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director Savings Plan Restricted Stock Unit DeferralsSEC Table II · derivative / convertible security | Direct | 48,717 |
Reported balance
After 2020-04-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-04-03 · Grant · Acquired 411 · Balance 48,717 F1: Converts to Common Stock on a 1-for-1 basis. F2: Generally payable upon reporting person's termination of service. F3: Expiration date not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Converts to Common Stock on a 1-for-1 basis.
F2: Generally payable upon reporting person's termination of service.
F3: Expiration date not applicable.
Transaction history
JSON APIPurchases/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 |
|---|---|---|---|---|---|---|
| April 03, 2020 Filed Apr 7, 2020 16:30 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 411 | $76.02 | $31,244.22 |
DisclosureSEC source: 0001326160-20-000113 · wf-form4_158629139178090.xml · derivative · entry 1 SALADRIGAS CARLOS A · CIK 0001031100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,717 Underlying: Common Stock · 411 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| December 16, 2019 Filed Dec 17, 2019 16:20 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 345 | $90.49 | $31,219.05 |
DisclosureSEC source: 0001326160-19-000238 · wf-form4_157661759582190.xml · derivative · entry 1 SALADRIGAS CARLOS A · CIK 0001031100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,057 Underlying: Common Stock · 345 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| October 09, 2019 Filed Oct 10, 2019 16:21 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 325 | $96.03 | $31,209.75 |
DisclosureSEC source: 0001326160-19-000214 · wf-form4_157073887972013.xml · derivative · entry 1 SALADRIGAS CARLOS A · CIK 0001031100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,541 Underlying: Common Stock · 325 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| July 09, 2019 Filed Jul 10, 2019 16:21 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 350 | $89.40 | $31,290.00 |
DisclosureSEC source: 0001326160-19-000179 · wf-form4_156279010043438.xml · derivative · entry 1 SALADRIGAS CARLOS A · CIK 0001031100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,095 Underlying: Common Stock · 350 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| May 02, 2019 Filed May 6, 2019 16:41 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 1,781.539 | $89.81 | $160,000.02 |
DisclosureSEC source: 0001326160-19-000142 · wf-form4_155717528272144.xml · derivative · entry 1 SALADRIGAS CARLOS A · CIK 0001031100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,259 Underlying: Common Stock · 1,781.539 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| April 03, 2019 Filed Apr 4, 2019 16:17 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 352 | $88.85 | $31,275.20 |
DisclosureSEC source: 0001326160-19-000111 · wf-form4_155440900866674.xml · derivative · entry 1 SALADRIGAS CARLOS A · CIK 0001031100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,829 Underlying: Common Stock · 352 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| December 19, 2018 Filed Dec 21, 2018 15:01 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 358 | $87.23 | $31,228.34 |
DisclosureSEC source: 0001326160-18-000210 · wf-form4_154542249962830.xml · derivative · entry 1 SALADRIGAS CARLOS A · CIK 0001031100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,382 Underlying: Common Stock · 358 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| October 03, 2018 Filed Oct 4, 2018 14:32 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 395 | $79.19 | $31,280.05 |
DisclosureSEC source: 0001326160-18-000191 · wf-form4_153867790919129.xml · derivative · entry 1 SALADRIGAS CARLOS A · CIK 0001031100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,965 Underlying: Common Stock · 395 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| July 10, 2018 Filed Jul 11, 2018 16:20 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 393 | $79.52 | $31,251.36 |
DisclosureSEC source: 0001326160-18-000168 · wf-form4_153134041016958.xml · derivative · entry 1 SALADRIGAS CARLOS A · CIK 0001031100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,475 Underlying: Common Stock · 393 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| May 03, 2018 Filed May 7, 2018 16:53 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 2,006.018 | $79.76 | $160,000.00 |
DisclosureSEC source: 0001326160-18-000126 · wf-form4_152572641233511.xml · derivative · entry 1 SALADRIGAS CARLOS A · CIK 0001031100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,574 Underlying: Common Stock · 2,006.018 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| April 10, 2018 Filed Apr 11, 2018 16:22 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock · Derivative | 403 | $77.52 | $31,240.56 |
DisclosureSEC source: 0001326160-18-000100 · wf-form4_152347812943860.xml · derivative · entry 1 SALADRIGAS CARLOS A · CIK 0001031100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,972 Underlying: Director Savings Plan Restricted Stock Unit Deferrals · 403 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| December 14, 2017 Filed Dec 18, 2017 17:38 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock · Derivative | 357 | $87.56 | $31,258.92 |
DisclosureSEC source: 0001326160-17-000194 · wf-form4_151363669706084.xml · derivative · entry 1 SALADRIGAS CARLOS A · CIK 0001031100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,053 Underlying: Director Savings Plan Restricted Stock Unit Deferrals · 357 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| October 06, 2017 Filed Oct 6, 2017 16:22 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 371 | $84.29 | $31,271.59 |
DisclosureSEC source: 0001326160-17-000165 · wf-form4_150732132976271.xml · derivative · entry 1 SALADRIGAS CARLOS A · CIK 0001031100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,068 Underlying: Common Stock · 371 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| July 11, 2017 Filed Jul 13, 2017 16:24 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 398 | $83.18 | $33,105.64 |
DisclosureSEC source: 0001326160-17-000140 · wf-form4_149997743519539.xml · derivative · entry 1 SALADRIGAS CARLOS A · CIK 0001031100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,689 Underlying: Common Stock · 398 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| May 04, 2017 Filed May 8, 2017 18:29 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 1,937.281 | $82.59 | $160,000.04 |
DisclosureSEC source: 0001326160-17-000094 · wf-form4_149428256098569.xml · derivative · entry 1 SALADRIGAS CARLOS A · CIK 0001031100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,908 Underlying: Common Stock · 1,937.281 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| April 05, 2017 Filed Apr 6, 2017 16:19 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 428 | $82.87 | $35,468.36 |
DisclosureSEC source: 0001326160-17-000070 · wf-form4_149150996821306.xml · derivative · entry 1 SALADRIGAS CARLOS A · CIK 0001031100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,399 Underlying: Common Stock · 428 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| December 20, 2016 Filed Dec 22, 2016 15:06 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 524 | $77.35 | $40,531.40 |
DisclosureSEC source: 0001326160-16-000435 · wf-form4_148243720325554.xml · derivative · entry 1 SALADRIGAS CARLOS A · CIK 0001031100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,592 Underlying: Common Stock · 524 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| October 05, 2016 Filed Oct 6, 2016 16:22 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 409 | $77.09 | $31,529.81 |
DisclosureSEC source: 0001326160-16-000397 · wf-form4_147578536231357.xml · derivative · entry 1 SALADRIGAS CARLOS A · CIK 0001031100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,671 Underlying: Common Stock · 409 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. 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.