Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALBEMARLE CORPALB · Entity 2581 | Chief Bus..Transformation Off. | March 02, 2026 | March 04, 2026 |
| Duke Energy CORPDUK · Entity 2925 | EVP & Chief HR Officer | February 27, 2020 | March 02, 2020 |
| Vulcan Materials COVMC · Entity 3118 | Director | June 12, 2026 | June 15, 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.
ALBEMARLE CORP
Report date March 02, 2026 · Filed March 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,002 |
Reported balance
After 2026-03-02 transaction · row 1
1 source rowRow 1 · 2026-03-02 · Grant · Acquired 4,490 · Balance 14,002 F1: Restricted Stock Units vest 100% on June 30, 2027, subject to the terms of the award agreement. |
| Common StockSEC Table I · non-derivative | IndirectAlbemarle Savings Plan | 179.1617 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 179.1617 F2: Total number of shares of Common Stock held in the name of the Reporting Person under the Albemarle Corporation Retirement Savings Plan (the "Albemarle Savings Plan") as of the date of this Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units vest 100% on June 30, 2027, subject to the terms of the award agreement.
F2: Total number of shares of Common Stock held in the name of the Reporting Person under the Albemarle Corporation Retirement Savings Plan (the "Albemarle Savings Plan") as of the date of this Form 4.
Duke Energy CORP
Report date February 27, 2020 · Filed March 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,522 |
Ending reported balance
After 2020-02-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-02-27 · Tax withholding · Disposed 405 · Balance 19,987 Row 2 · 2020-02-28 · Tax withholding · Disposed 465 · Balance 19,522 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 2,104 |
Reported balance
Holding disclosure · report date 2020-02-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,104 |
Vulcan Materials CO
Report date June 12, 2026 · Filed June 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock (Deferred Compensation)SEC Table II · derivative / convertible security | Direct | 2,384.806 |
Reported balance
After 2026-06-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-12 · Grant · Acquired 228.355 · Balance 2,384.806 F1: Convertible on a 1-for-1 basis. F2: Director's fees credited to the reporting person's account in accordance with the Vulcan Materials Company Directors' Deferred Compensation Plan. F3: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Convertible on a 1-for-1 basis.
F2: Director's fees credited to the reporting person's account in accordance with the Vulcan Materials Company Directors' Deferred Compensation Plan.
F3: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person.
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 |
|---|---|---|---|---|---|---|
| May 13, 2022 Filed May 17, 2022 21:20 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantRestricted Stock Units · Derivative | 895 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-004123 · primarydocument.xml · derivative · entry 2 Anderson Melissa H. · CIK 0001631925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 895 Underlying: Common Stock · 895 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Vulcan Common Stock. F2 · kind: Annual stock grant made to the reporting person under the Vulcan Materials Company 2016 Omnibus Long-Term Incentive Plan. F3 · derivative.exercise_date: Restricted Stock Units cliff vest on the specified date. In accordance with the terms of the Vulcan Materials Company 2016 Omnibus Long-Term Incentive Plan and instructions previously provided by the reporting person pursuant thereto, vested Restricted Stock Units will be delivered to the reporting person when the reporting person ceases to hold office as a member of the Board of Directors of Vulcan Materials Company. F3 · derivative.expiration_date: Restricted Stock Units cliff vest on the specified date. In accordance with the terms of the Vulcan Materials Company 2016 Omnibus Long-Term Incentive Plan and instructions previously provided by the reporting person pursuant thereto, vested Restricted Stock Units will be delivered to the reporting person when the reporting person ceases to hold office as a member of the Board of Directors of Vulcan Materials Company. Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 22:28 UTC | ALBEMARLE CORP ALB · Entity 2581 | GrantStock Options · Derivative | 4,366 | $0.00 Strike: $191.95 | $0.00 |
DisclosureSEC source: 0000915913-22-000069 · wf-form4_164617370281385.xml · derivative · entry 2 Anderson Melissa H. · CIK 0001631925 · SVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,366 Underlying: Common Stock · 4,366 shares Expires 2032-02-25 Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 22:28 UTC | ALBEMARLE CORP ALB · Entity 2581 | GrantRestricted Stock Units · Derivative | 1,433 | $0.00 | $0.00 |
DisclosureSEC source: 0000915913-22-000069 · wf-form4_164617370281385.xml · derivative · entry 1 Anderson Melissa H. · CIK 0001631925 · SVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,433 Underlying: Common Stock · 1,433 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit converts to 1 share of Common Stock. F2 · derivative.exercise_date: Restricted Stock Units vest on 02/25/2025. F3 · derivative.expiration_date: No expiration date. Read SEC document |
| May 14, 2021 Filed May 18, 2021 21:49 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantRestricted Stock Units · Derivative | 785 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-003560 · primarydocument.xml · derivative · entry 1 Anderson Melissa H. · CIK 0001631925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 785 Underlying: Common Stock · 785 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Vulcan Common Stock. F2 · kind: Annual stock grant made to the reporting person under the Vulcan Materials Company 2016 Omnibus Long-Term Incentive Plan. F3 · derivative.exercise_date: Restricted Stock Units cliff vest on the specified date. In accordance with the terms of the Vulcan Materials Company 2016 Omnibus Long-Term Incentive Plan and instructions previously provided by the reporting person pursuant thereto, vested Restricted Stock Units will be delivered to the reporting person within 75 days after the second anniversary of the vesting date. F3 · derivative.expiration_date: Restricted Stock Units cliff vest on the specified date. In accordance with the terms of the Vulcan Materials Company 2016 Omnibus Long-Term Incentive Plan and instructions previously provided by the reporting person pursuant thereto, vested Restricted Stock Units will be delivered to the reporting person within 75 days after the second anniversary of the vesting date. Read SEC document |
| May 14, 2021 Filed May 17, 2022 21:20 UTC | Vulcan Materials CO VMC · Entity 3118 | PurchaseCommon Stock | 500 | $191.46 | $95,730.00 |
DisclosureSEC source: 0001562180-22-004123 · primarydocument.xml · nonDerivative · entry 1 Anderson Melissa H. · CIK 0001631925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 22:47 UTC | ALBEMARLE CORP ALB · Entity 2581 | GrantRestricted Stock Units · Derivative | 1,194 | $0.00 | $0.00 |
DisclosureSEC source: 0000915913-21-000061 · wf-form4_161472521185355.xml · derivative · entry 2 Anderson Melissa H. · CIK 0001631925 · SVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,194 Underlying: Common Stock · 1,194 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit converts to 1 share of Common Stock. F3 · derivative.exercise_date: Restricted Stock Units vest 50% on 02/26/2024 and 50% on 02/26/2025. F4 · derivative.expiration_date: No expiration date. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 22:47 UTC | ALBEMARLE CORP ALB · Entity 2581 | GrantStock Option · Derivative | 3,795 | $0.00 Strike: $157.21 | $0.00 |
DisclosureSEC source: 0000915913-21-000061 · wf-form4_161472521185355.xml · derivative · entry 1 Anderson Melissa H. · CIK 0001631925 · SVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,795 Underlying: Common Stock · 3,795 shares Expires 2031-02-26 F1 · derivative.exercise_date: Stock Options vest on 02/26/2024. Read SEC document |
| February 19, 2021 Filed Feb 22, 2021 22:25 UTC | ALBEMARLE CORP ALB · Entity 2581 | GrantRestricted Stock Units · Derivative | 3,202 | $0.00 | $0.00 |
DisclosureSEC source: 0000915913-21-000020 · wf-form4_161403271989028.xml · derivative · entry 1 Anderson Melissa H. · CIK 0001631925 · SVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,202 Underlying: Common Stock · 3,202 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit converts to 1 share of Common Stock. F2 · derivative.exercise_date: On 2/19/2021, the Reporting Person was granted 3,202 Restricted Stock Units which will vest on 2/19/2024. F3 · derivative.expiration_date: No expiration date. Read SEC document |
| May 08, 2020 Filed May 12, 2020 22:16 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantRestricted Stock Units · Derivative | 1,485 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-003545 · primarydocument.xml · derivative · entry 1 Anderson Melissa H. · CIK 0001631925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,485 Underlying: Common Stock · 1,485 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Vulcan Common Stock. F2 · kind: Annual stock grant made to the reporting person under the Vulcan Materials Company 2016 Omnibus Long-Term Incentive Plan. F3 · derivative.exercise_date: Restricted Stock Units cliff vest on the specified date. In accordance with the terms of the Vulcan Materials Company 2016 Omnibus Long-Term Incentive Plan and instructions previously provided by the reporting person pursuant thereto, vested Restricted Stock Units will be delivered to the reporting person on the second anniversary of the vesting date. F3 · derivative.expiration_date: Restricted Stock Units cliff vest on the specified date. In accordance with the terms of the Vulcan Materials Company 2016 Omnibus Long-Term Incentive Plan and instructions previously provided by the reporting person pursuant thereto, vested Restricted Stock Units will be delivered to the reporting person on the second anniversary of the vesting date. Read SEC document |
| February 28, 2020 Filed Mar 2, 2020 22:40 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 465 | $91.70 | $42,640.50 |
DisclosureSEC source: 0001326160-20-000094 · wf-form4_158318883196059.xml · nonDerivative · entry 2 Anderson Melissa H. · CIK 0001631925 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,522 Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 22:40 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 405 | $94.99 | $38,470.95 |
DisclosureSEC source: 0001326160-20-000094 · wf-form4_158318883196059.xml · nonDerivative · entry 1 Anderson Melissa H. · CIK 0001631925 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,987 Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 21:14 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 200 | $101.69 | $20,337.00 |
DisclosureSEC source: 0001326160-20-000080 · wf-form4_158283806003497.xml · nonDerivative · entry 2 Anderson Melissa H. · CIK 0001631925 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,392 Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 21:14 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 7,800 | $101.68 | $793,104.00 |
DisclosureSEC source: 0001326160-20-000080 · wf-form4_158283806003497.xml · nonDerivative · entry 1 Anderson Melissa H. · CIK 0001631925 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,592 Read SEC document |
| February 22, 2020 Filed Feb 25, 2020 21:15 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,155 | $102.43 | $118,306.65 |
DisclosureSEC source: 0001326160-20-000069 · wf-form4_158266530264909.xml · nonDerivative · entry 3 Anderson Melissa H. · CIK 0001631925 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,392 Read SEC document |
| February 22, 2020 Filed Feb 25, 2020 21:15 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionCommon Stock | 3,130 | $102.43 | $320,605.90 |
DisclosureSEC source: 0001326160-20-000069 · wf-form4_158266530264909.xml · nonDerivative · entry 2 Anderson Melissa H. · CIK 0001631925 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,547 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 |
| February 22, 2020 Filed Feb 25, 2020 21:15 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 429 | $102.43 | $43,942.47 |
DisclosureSEC source: 0001326160-20-000069 · wf-form4_158266530264909.xml · nonDerivative · entry 1 Anderson Melissa H. · CIK 0001631925 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,417 Read SEC document |
| February 19, 2020 Filed Feb 20, 2020 21:47 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 2,460 | $101.42 | $249,493.20 |
DisclosureSEC source: 0001326160-20-000047 · wf-form4_158223525884419.xml · nonDerivative · entry 1 Anderson Melissa H. · CIK 0001631925 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,846 Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 22:22 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionPerformance Shares · Derivative | 8,659 | $0.00 Strike: $96.23 | $0.00 |
DisclosureSEC source: 0001326160-20-000020 · wf-form4_158154610737264.xml · derivative · entry 4 Anderson Melissa H. · CIK 0001631925 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,659 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. F1 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 22:22 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 2,583 | $96.23 | $248,562.09 |
DisclosureSEC source: 0001326160-20-000020 · wf-form4_158154610737264.xml · nonDerivative · entry 2 Anderson Melissa H. · CIK 0001631925 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,386 Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 22:22 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionCommon Stock | 8,659 | $96.23 | $833,255.57 |
DisclosureSEC source: 0001326160-20-000020 · wf-form4_158154610737264.xml · nonDerivative · entry 1 Anderson Melissa H. · CIK 0001631925 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,969 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 |
| February 28, 2019 Filed Mar 4, 2019 21:29 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 465 | $89.66 | $41,691.90 |
DisclosureSEC source: 0001326160-19-000092 · wf-form4_155173495182719.xml · nonDerivative · entry 1 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,310 Read SEC document |
| February 27, 2019 Filed Feb 28, 2019 21:51 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 2,713 | $89.28 | $242,216.64 |
DisclosureSEC source: 0001326160-19-000068 · wf-form4_155139065039347.xml · nonDerivative · entry 1 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,775 Read SEC document |
| February 24, 2019 Filed Feb 26, 2019 22:12 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,083 | $89.91 | $97,372.53 |
DisclosureSEC source: 0001326160-19-000046 · wf-form4_155121914294635.xml · nonDerivative · entry 3 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,062 Read SEC document |
| February 24, 2019 Filed Feb 26, 2019 22:12 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 268 | $89.91 | $24,095.88 |
DisclosureSEC source: 0001326160-19-000046 · wf-form4_155121914294635.xml · nonDerivative · entry 2 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,145 Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 22:12 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 285 | $89.91 | $25,624.35 |
DisclosureSEC source: 0001326160-19-000046 · wf-form4_155121914294635.xml · nonDerivative · entry 1 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,413 Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 21:22 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 100 | $87.50 | $8,750.20 |
DisclosureSEC source: 0001326160-19-000034 · wf-form4_155078414729434.xml · nonDerivative · entry 4 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,698 Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 21:22 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 300 | $87.50 | $26,249.10 |
DisclosureSEC source: 0001326160-19-000034 · wf-form4_155078414729434.xml · nonDerivative · entry 3 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,798 Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 21:22 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 100 | $87.49 | $8,749.10 |
DisclosureSEC source: 0001326160-19-000034 · wf-form4_155078414729434.xml · nonDerivative · entry 2 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,098 Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 21:22 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 1,500 | $87.49 | $131,235.00 |
DisclosureSEC source: 0001326160-19-000034 · wf-form4_155078414729434.xml · nonDerivative · entry 1 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,198 Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 16:16 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionPerformance Shares · Derivative | 6,563 | $0.00 Strike: $89.59 | $0.00 |
DisclosureSEC source: 0001326160-19-000026 · wf-form4_155024736019689.xml · derivative · entry 4 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,563 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. F1 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 16:16 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,961 | $89.59 | $175,685.99 |
DisclosureSEC source: 0001326160-19-000026 · wf-form4_155024736019689.xml · nonDerivative · entry 2 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,698 Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 16:16 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionCommon Stock | 6,563 | $89.59 | $587,979.17 |
DisclosureSEC source: 0001326160-19-000026 · wf-form4_155024736019689.xml · nonDerivative · entry 1 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,659 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 |
| August 06, 2018 Filed Aug 7, 2018 20:19 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 500 | $81.76 | $40,880.00 |
DisclosureSEC source: 0001326160-18-000178 · wf-form4_153367317273216.xml · nonDerivative · entry 1 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,096 Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 22:19 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 3,121 | $75.34 | $235,136.14 |
DisclosureSEC source: 0001326160-18-000086 · wf-form4_152002912584783.xml · nonDerivative · entry 1 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,596 Read SEC document |
| February 25, 2018 Filed Feb 27, 2018 21:39 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 242 | $77.22 | $18,687.24 |
DisclosureSEC source: 0001326160-18-000068 · wf-form4_151976757172644.xml · nonDerivative · entry 2 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,475 Read SEC document |
| February 24, 2018 Filed Feb 27, 2018 21:39 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 270 | $77.22 | $20,849.40 |
DisclosureSEC source: 0001326160-18-000068 · wf-form4_151976757172644.xml · nonDerivative · entry 1 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,717 Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 21:26 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 287 | $75.54 | $21,679.98 |
DisclosureSEC source: 0001326160-18-000049 · wf-form4_151968035692620.xml · nonDerivative · entry 1 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,987 Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 21:30 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 910 | $75.48 | $68,686.80 |
DisclosureSEC source: 0001326160-18-000022 · wf-form4_151881662498850.xml · nonDerivative · entry 2 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,274 Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 21:30 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionCommon Stock | 3,005 | $75.48 | $226,817.40 |
DisclosureSEC source: 0001326160-18-000022 · wf-form4_151881662498850.xml · nonDerivative · entry 1 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,184 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 |
| October 31, 2017 Filed Dec 19, 2017 21:28 UTC | Duke Energy CORP DUK · Entity 2925 | GrantPhantom Stock · Derivative | 19 | $88.31 | $1,677.89 |
DisclosureSEC source: 0001326160-17-000198 · wf-form4_151371887592883.xml · derivative · entry 17 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Indirect · By Executive Savings Plan Disclosed balance after: 1,689 Underlying: Common Stock · 19 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 13, 2017 Filed Dec 19, 2017 21:28 UTC | Duke Energy CORP DUK · Entity 2925 | GrantPhantom Stock · Derivative | 20 | $86.79 | $1,735.80 |
DisclosureSEC source: 0001326160-17-000198 · wf-form4_151371887592883.xml · derivative · entry 16 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Indirect · By Executive Savings Plan Disclosed balance after: 1,671 Underlying: Common Stock · 20 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 |
| September 29, 2017 Filed Dec 19, 2017 21:28 UTC | Duke Energy CORP DUK · Entity 2925 | GrantPhantom Stock · Derivative | 20 | $83.92 | $1,678.40 |
DisclosureSEC source: 0001326160-17-000198 · wf-form4_151371887592883.xml · derivative · entry 15 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Indirect · By Executive Savings Plan Disclosed balance after: 1,653 Underlying: Common Stock · 20 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 |
| September 15, 2017 Filed Dec 19, 2017 21:28 UTC | Duke Energy CORP DUK · Entity 2925 | GrantPhantom Stock · Derivative | 19 | $87.30 | $1,658.70 |
DisclosureSEC source: 0001326160-17-000198 · wf-form4_151371887592883.xml · derivative · entry 14 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Indirect · By Executive Savings Plan Disclosed balance after: 1,614 Underlying: Common Stock · 19 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 |
| August 31, 2017 Filed Dec 19, 2017 21:28 UTC | Duke Energy CORP DUK · Entity 2925 | GrantPhantom Stock · Derivative | 19 | $87.30 | $1,658.70 |
DisclosureSEC source: 0001326160-17-000198 · wf-form4_151371887592883.xml · derivative · entry 13 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Indirect · By Executive Savings Plan Disclosed balance after: 1,595 Underlying: Common Stock · 19 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 |
| August 15, 2017 Filed Dec 19, 2017 21:28 UTC | Duke Energy CORP DUK · Entity 2925 | GrantPhantom Stock · Derivative | 20 | $86.89 | $1,737.80 |
DisclosureSEC source: 0001326160-17-000198 · wf-form4_151371887592883.xml · derivative · entry 12 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Indirect · By Executive Savings Plan Disclosed balance after: 1,577 Underlying: Common Stock · 20 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 31, 2017 Filed Dec 19, 2017 21:28 UTC | Duke Energy CORP DUK · Entity 2925 | GrantPhantom Stock · Derivative | 20 | $85.12 | $1,702.40 |
DisclosureSEC source: 0001326160-17-000198 · wf-form4_151371887592883.xml · derivative · entry 11 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Indirect · By Executive Savings Plan Disclosed balance after: 1,558 Underlying: Common Stock · 20 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 14, 2017 Filed Dec 19, 2017 21:28 UTC | Duke Energy CORP DUK · Entity 2925 | GrantPhantom Stock · Derivative | 20 | $83.84 | $1,676.80 |
DisclosureSEC source: 0001326160-17-000198 · wf-form4_151371887592883.xml · derivative · entry 10 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Indirect · By Executive Savings Plan Disclosed balance after: 1,538 Underlying: Common Stock · 20 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 |
| June 30, 2017 Filed Dec 19, 2017 21:28 UTC | Duke Energy CORP DUK · Entity 2925 | GrantPhantom Stock · Derivative | 20 | $83.59 | $1,671.80 |
DisclosureSEC source: 0001326160-17-000198 · wf-form4_151371887592883.xml · derivative · entry 9 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Indirect · By Executive Savings Plan Disclosed balance after: 1,518 Underlying: Common Stock · 20 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 |
| June 15, 2017 Filed Dec 19, 2017 21:28 UTC | Duke Energy CORP DUK · Entity 2925 | GrantPhantom Stock · Derivative | 20 | $86.95 | $1,739.00 |
DisclosureSEC source: 0001326160-17-000198 · wf-form4_151371887592883.xml · derivative · entry 8 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Indirect · By Executive Savings Plan Disclosed balance after: 1,483 Underlying: Common Stock · 20 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 31, 2017 Filed Dec 19, 2017 21:28 UTC | Duke Energy CORP DUK · Entity 2925 | GrantPhantom Stock · Derivative | 20 | $85.68 | $1,713.60 |
DisclosureSEC source: 0001326160-17-000198 · wf-form4_151371887592883.xml · derivative · entry 7 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Indirect · By Executive Savings Plan Disclosed balance after: 1,463 Underlying: Common Stock · 20 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.