Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Duke Energy CORPDUK · Entity 2925 | EVP & CFO | February 25, 2026 | February 28, 2026 |
| FLOWSERVE CORPFLS · Entity 3541 | Director | May 14, 2026 | May 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.
Duke Energy CORP
Report date February 25, 2026 · Filed February 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 61,764 |
Ending reported balance
After 2026-02-26 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-25 · Grant · Acquired 7,679 · Balance 62,791 F1: The reporting owner received restricted stock units ("RSUs") granted under the Duke Energy Corporation 2023 Long-Term Incentive Plan, which RSU's 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 February 25, 2027. Row 2 · 2026-02-26 · Tax withholding · Disposed 1,027 · Balance 61,764 F2: Represents the number of shares withheld to pay taxes due upon vesting of 2,362 restricted stock units ("RSUs") related to an RSU award granted February 26, 2025, under the Duke Energy Corporation 2023 Long-Term Incentive Plan. Such RSUs convert into common stock on a one-for-one basis. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting owner received restricted stock units ("RSUs") granted under the Duke Energy Corporation 2023 Long-Term Incentive Plan, which RSU's 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 February 25, 2027.
F2: Represents the number of shares withheld to pay taxes due upon vesting of 2,362 restricted stock units ("RSUs") related to an RSU award granted February 26, 2025, under the Duke Energy Corporation 2023 Long-Term Incentive Plan. Such RSUs convert into common stock on a one-for-one basis.
FLOWSERVE CORP
Report date May 14, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,573 |
Ending reported balance
After 2026-05-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-14 · Purchase · Acquired 1,000 · Balance 1,000 Row 2 · 2026-05-14 · Grant · Acquired 2,573 · Balance 3,573 F1: Represents the annual restricted stock grant for the director under the Flowserve Equity and Incentive Compensation Plan. The shares vest on the earlier of May 14, 2027 or the date of Flowserve's 2027 annual meeting of shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the annual restricted stock grant for the director under the Flowserve Equity and Incentive Compensation Plan. The shares vest on the earlier of May 14, 2027 or the date of Flowserve's 2027 annual meeting of shareholders.
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 10, 2020 Filed Feb 12, 2020 22:23 UTC | Duke Energy CORP DUK · Entity 2925 | GrantPerformance Shares · Derivative | 3,953 | $0.00 Strike: $96.23 | $0.00 |
DisclosureSEC source: 0001326160-20-000025 · wf-form4_158154621356472.xml · derivative · entry 3 Savoy Brian D · CIK 0001585865 · SVP,Chief Transform&AdminOff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,953 shares Expires not disclosed F1 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 22:23 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,201 | $96.23 | $115,572.23 |
DisclosureSEC source: 0001326160-20-000025 · wf-form4_158154621356472.xml · nonDerivative · entry 2 Savoy Brian D · CIK 0001585865 · SVP,Chief Transform&AdminOff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,521 Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 22:23 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionCommon Stock | 3,953 | $96.23 | $380,397.19 |
DisclosureSEC source: 0001326160-20-000025 · wf-form4_158154621356472.xml · nonDerivative · entry 1 Savoy Brian D · CIK 0001585865 · SVP,Chief Transform&AdminOff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,722 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.