Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Duke Energy CORPDUK · Entity 2925 | SVP,Controller,Chief Acct Off | February 28, 2018 | March 02, 2018 |
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 February 28, 2018 · Filed March 02, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,203 |
Reported balance
After 2018-02-28 transaction · row 1
1 source rowRow 1 · 2018-02-28 · Grant · Acquired 1,252 · Balance 6,203 |
| Common StockSEC Table I · non-derivative | Indirect401(k) | 1,989 |
Reported balance
Holding disclosure · report date 2018-02-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,989 |
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 |
|---|---|---|---|---|---|---|
| February 28, 2018 Filed Mar 2, 2018 17:24 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 1,252 | $75.34 | $94,325.68 |
DisclosureSEC source: 0001326160-18-000089 · wf-form4_152002943342762.xml · nonDerivative · entry 1 Currens William E. Jr. · CIK 0001674433 · SVP,Controller,Chief Acct Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,203 Read SEC document |
| February 25, 2018 Filed Feb 27, 2018 16:40 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 50 | $77.22 | $3,861.00 |
DisclosureSEC source: 0001326160-18-000069 · wf-form4_151976759768210.xml · nonDerivative · entry 2 Currens William E. Jr. · CIK 0001674433 · SVP,Controller,Chief Acct Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,951 Read SEC document |
| February 24, 2018 Filed Feb 27, 2018 16:40 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 54 | $77.22 | $4,169.88 |
DisclosureSEC source: 0001326160-18-000069 · wf-form4_151976759768210.xml · nonDerivative · entry 1 Currens William E. Jr. · CIK 0001674433 · SVP,Controller,Chief Acct Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,001 Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 16:28 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 115 | $75.54 | $8,687.10 |
DisclosureSEC source: 0001326160-18-000053 · wf-form4_151968048518576.xml · nonDerivative · entry 1 Currens William E. Jr. · CIK 0001674433 · SVP,Controller,Chief Acct Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,055 Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 16:31 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 223 | $75.48 | $16,832.04 |
DisclosureSEC source: 0001326160-18-000026 · wf-form4_151881670461330.xml · nonDerivative · entry 2 Currens William E. Jr. · CIK 0001674433 · SVP,Controller,Chief Acct Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,170 Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 16:31 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionCommon Stock | 630 | $75.48 | $47,552.40 |
DisclosureSEC source: 0001326160-18-000026 · wf-form4_151881670461330.xml · nonDerivative · entry 1 Currens William E. Jr. · CIK 0001674433 · SVP,Controller,Chief Acct Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,393 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. Read SEC document |
| November 28, 2017 Filed Dec 18, 2017 17:38 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 155 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-17-000195 · wf-form4_151363671313784.xml · nonDerivative · entry 1 Currens William E. Jr. · CIK 0001674433 · SVP,Controller,Chief Acct Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,217 Read SEC document |
| May 12, 2017 Filed Jan 26, 2018 16:20 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-18-000006 · wf-form5_151700160286588.xml · nonDerivative · entry 1 Currens William E. Jr. · CIK 0001674433 · SVP,Controller,Chief Acct Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,192 Read SEC document |
| February 25, 2017 Filed Feb 28, 2017 17:29 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 69 | $81.96 | $5,655.24 |
DisclosureSEC source: 0001326160-17-000043 · wf-form4_148832096202589.xml · nonDerivative · entry 4 Currens William E. Jr. · CIK 0001674433 · SVP,Controller,Chief Acct Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,943 Read SEC document |
| February 25, 2017 Filed Feb 28, 2017 17:29 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 65 | $81.96 | $5,327.40 |
DisclosureSEC source: 0001326160-17-000043 · wf-form4_148832096202589.xml · nonDerivative · entry 3 Currens William E. Jr. · CIK 0001674433 · SVP,Controller,Chief Acct Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,012 Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 17:29 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 600 | $82.10 | $49,257.00 |
DisclosureSEC source: 0001326160-17-000043 · wf-form4_148832096202589.xml · nonDerivative · entry 2 Currens William E. Jr. · CIK 0001674433 · SVP,Controller,Chief Acct Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,077 Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 17:29 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 70 | $81.96 | $5,737.20 |
DisclosureSEC source: 0001326160-17-000043 · wf-form4_148832096202589.xml · nonDerivative · entry 1 Currens William E. Jr. · CIK 0001674433 · SVP,Controller,Chief Acct Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,677 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 16:33 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 1,034 | $79.87 | $82,585.58 |
DisclosureSEC source: 0001326160-17-000030 · wf-form4_148797200051444.xml · nonDerivative · entry 1 Currens William E. Jr. · CIK 0001674433 · SVP,Controller,Chief Acct Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,747 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.