Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Duke Energy CORPDUK · Entity 2925 | Director | July 09, 2019 | July 10, 2019 |
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 July 09, 2019 · Filed July 10, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director Savings Plan Restricted Stock Unit DeferralsSEC Table II · derivative / convertible security | Direct | 5,524 |
Reported balance
After 2019-07-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-07-09 · Grant · Acquired 69 · Balance 5,524 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 |
|---|---|---|---|---|---|---|
| July 09, 2019 Filed Jul 10, 2019 16:21 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 69 | $89.40 | $6,168.60 |
DisclosureSEC source: 0001326160-19-000178 · wf-form4_156279008246384.xml · derivative · entry 1 HYLER JAMES B JR · CIK 0001191108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,524 Underlying: Common Stock · 69 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 | 197 | $88.85 | $17,503.45 |
DisclosureSEC source: 0001326160-19-000112 · wf-form4_155440905089107.xml · derivative · entry 1 HYLER JAMES B JR · CIK 0001191108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,434 Underlying: Common Stock · 197 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 20:02 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 201 | $87.23 | $17,533.23 |
DisclosureSEC source: 0001326160-18-000211 · wf-form4_154542253834598.xml · derivative · entry 1 HYLER JAMES B JR · CIK 0001191108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,103 Underlying: Common Stock · 201 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 18:31 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 221 | $79.19 | $17,500.99 |
DisclosureSEC source: 0001326160-18-000189 · wf-form4_153867784898505.xml · derivative · entry 1 HYLER JAMES B JR · CIK 0001191108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,375 Underlying: Common Stock · 221 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 20:19 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 220 | $79.52 | $17,494.40 |
DisclosureSEC source: 0001326160-18-000167 · wf-form4_153134037907466.xml · derivative · entry 1 HYLER JAMES B JR · CIK 0001191108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,791 Underlying: Common Stock · 220 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 20:52 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: 0001326160-18-000122 · wf-form4_152572634421205.xml · derivative · entry 1 HYLER JAMES B JR · CIK 0001191108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,202 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 20:21 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock · Derivative | 226 | $77.52 | $17,519.52 |
DisclosureSEC source: 0001326160-18-000098 · wf-form4_152347806729314.xml · derivative · entry 1 HYLER JAMES B JR · CIK 0001191108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,200 Underlying: Director Savings Plan Restricted Stock Unit Deferrals · 226 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 22:37 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock · Derivative | 200 | $87.56 | $17,512.00 |
DisclosureSEC source: 0001326160-17-000191 · wf-form4_151363664380493.xml · derivative · entry 1 HYLER JAMES B JR · CIK 0001191108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,539 Underlying: Director Savings Plan Restricted Stock Unit Deferrals · 200 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 20:23 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 208 | $84.29 | $17,532.32 |
DisclosureSEC source: 0001326160-17-000167 · wf-form4_150732137561745.xml · derivative · entry 1 HYLER JAMES B JR · CIK 0001191108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,144 Underlying: Common Stock · 208 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 20:24 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 230 | $83.18 | $19,131.40 |
DisclosureSEC source: 0001326160-17-000142 · wf-form4_149997747219720.xml · derivative · entry 1 HYLER JAMES B JR · CIK 0001191108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,651 Underlying: Common Stock · 230 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 22:30 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: 0001326160-17-000098 · wf-form4_149428264145523.xml · derivative · entry 1 HYLER JAMES B JR · CIK 0001191108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,154 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 20:18 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 222 | $82.87 | $18,397.14 |
DisclosureSEC source: 0001326160-17-000067 · wf-form4_149150991360544.xml · derivative · entry 1 HYLER JAMES B JR · CIK 0001191108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,217 Underlying: Common Stock · 222 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 20:07 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 305 | $77.35 | $23,591.75 |
DisclosureSEC source: 0001326160-16-000436 · wf-form4_148243722176963.xml · derivative · entry 1 HYLER JAMES B JR · CIK 0001191108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,745 Underlying: Common Stock · 305 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 20:22 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 238 | $77.09 | $18,347.42 |
DisclosureSEC source: 0001326160-16-000396 · wf-form4_147578534681016.xml · derivative · entry 1 HYLER JAMES B JR · CIK 0001191108 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,171 Underlying: Common Stock · 238 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.