Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Duke Energy CORPDUK · Entity 2925 | Director | May 07, 2026 | May 11, 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 May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director Savings Plan Restricted Stock Unit DeferralsSEC Table II · derivative / convertible security | Direct | 19,708 |
Reported balance
After 2026-05-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 1,602 · Balance 19,708 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 |
|---|---|---|---|---|---|---|
| May 07, 2026 Filed May 11, 2026 20:25 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 1,602 | $124.87 | $200,041.74 |
DisclosureSEC source: 0001683044-26-000002 · wk-form4_1778531135.xml · derivative · entry 1 Webster William E. Jr. · CIK 0001683044 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,708 Underlying: Common Stock · 1,602 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 01, 2025 Filed May 5, 2025 20:37 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 1,607 | $121.33 | $194,977.31 |
DisclosureSEC source: 0001326160-25-000140 · wk-form4_1746477442.xml · derivative · entry 1 Webster William E. Jr. · CIK 0001683044 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,424 Underlying: Common Stock · 1,607 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 09, 2024 Filed May 13, 2024 20:27 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 1,698.699 | $103.02 | $174,999.97 |
DisclosureSEC source: 0001326160-24-000142 · wk-form4_1715632039.xml · derivative · entry 1 Webster William E. Jr. · CIK 0001683044 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,787 Underlying: Common Stock · 1,698.699 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · shares: Any fraction of a share is paid out in cash upon distribution. F3 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F4 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| May 04, 2023 Filed May 8, 2023 20:56 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 1,783.712 | $98.11 | $174,999.98 |
DisclosureSEC source: 0001326160-23-000137 · wf-form4_168357938150038.xml · derivative · entry 1 Webster William E. Jr. · CIK 0001683044 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,965 Underlying: Common Stock · 1,783.712 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · shares: Any fraction of a share is paid out in cash upon distribution. F3 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F4 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| May 05, 2022 Filed May 9, 2022 20:21 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 1,590.186 | $110.05 | $174,999.97 |
DisclosureSEC source: 0001326160-22-000204 · wf-form4_165212765913552.xml · derivative · entry 1 Webster William E. Jr. · CIK 0001683044 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,181 Underlying: Common Stock · 1,590.186 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 02, 2021 Filed Jul 7, 2021 20:18 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 314 | $99.51 | $31,246.14 |
DisclosureSEC source: 0001326160-21-000202 · wf-form4_162568909287317.xml · derivative · entry 1 Webster William E. Jr. · CIK 0001683044 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,609 Underlying: Common Stock · 314 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 06, 2021 Filed May 11, 2021 00:15 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 1,591.406 | $100.54 | $159,999.96 |
DisclosureSEC source: 0001326160-21-000165 · wf-form4_162069210198528.xml · derivative · entry 1 Webster William E. Jr. · CIK 0001683044 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,198 Underlying: Common Stock · 1,591.406 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 01, 2021 Filed Apr 5, 2021 20:22 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 325 | $96.28 | $31,291.00 |
DisclosureSEC source: 0001326160-21-000112 · wf-form4_161765406235856.xml · derivative · entry 1 Webster William E. Jr. · CIK 0001683044 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,932 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 |
| December 18, 2020 Filed Dec 22, 2020 21:20 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 346 | $90.32 | $31,250.72 |
DisclosureSEC source: 0001326160-20-000233 · wf-form4_160867200449358.xml · derivative · entry 1 Webster William E. Jr. · CIK 0001683044 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,865 Underlying: Common Stock · 346 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 01, 2020 Filed Oct 5, 2020 15:34 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 347 | $90.05 | $31,247.35 |
DisclosureSEC source: 0001326160-20-000214 · wf-form4_160191200299603.xml · derivative · entry 1 Webster William E. Jr. · CIK 0001683044 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,776 Underlying: Common Stock · 347 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 07, 2020 Filed Jul 8, 2020 20:33 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 387 | $80.82 | $31,277.34 |
DisclosureSEC source: 0001326160-20-000188 · wf-form4_159424037631856.xml · derivative · entry 1 Webster William E. Jr. · CIK 0001683044 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,721 Underlying: Common Stock · 387 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 07, 2020 Filed May 8, 2020 23:20 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 1,992.28 | $80.31 | $160,000.01 |
DisclosureSEC source: 0001326160-20-000141 · wf-form4_158898003918170.xml · derivative · entry 1 Webster William E. Jr. · CIK 0001683044 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,244 Underlying: Common Stock · 1,992.28 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, 2020 Filed Apr 7, 2020 20:30 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 411 | $76.02 | $31,244.22 |
DisclosureSEC source: 0001326160-20-000114 · wf-form4_158629141371965.xml · derivative · entry 1 Webster William E. Jr. · CIK 0001683044 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,663 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 |
| May 02, 2019 Filed May 6, 2019 20:37 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: 0001326160-19-000133 · wf-form4_155717503160631.xml · derivative · entry 1 Webster William E. Jr. · CIK 0001683044 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,988 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 |
| May 03, 2018 Filed May 7, 2018 20:53 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: 0001326160-18-000125 · wf-form4_152572639550071.xml · derivative · entry 1 Webster William E. Jr. · CIK 0001683044 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,026 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 |
| May 04, 2017 Filed May 8, 2017 22:29 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: 0001326160-17-000092 · wf-form4_149428252573484.xml · derivative · entry 1 Webster William E. Jr. · CIK 0001683044 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,937.281 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 |
| October 05, 2016 Filed Oct 6, 2016 20:22 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 48 | $77.09 | $3,700.32 |
DisclosureSEC source: 0001326160-16-000395 · wf-form4_147578533161864.xml · derivative · entry 1 Webster William E. Jr. · CIK 0001683044 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48 Underlying: Common Stock · 48 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 Feb 14, 2017 21:22 UTC Amendment | Duke Energy CORP DUK · Entity 2925 | OtherDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-17-000006 · wf-form4a_148710721196820.xml · derivative · entry 1 Webster William E. Jr. · CIK 0001683044 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 0 shares Expires not disclosed F1 · derivative.exercise_price: N/A F2 · shares: A Form 4 for Mr. Webster was filed in error on 10/5/2016 inadvertently showing the acquisition of 48 shares in the Director Savings Plan Restricted Stock Unit Deferrals. Mr. Webster did not acquire any shares in the Director Savings Plan Restricted Stock Unit Deferrals. F1 · derivative.exercise_date: N/A F1 · derivative.expiration_date: N/A F2 · derivative.underlying_shares: A Form 4 for Mr. Webster was filed in error on 10/5/2016 inadvertently showing the acquisition of 48 shares in the Director Savings Plan Restricted Stock Unit Deferrals. Mr. Webster did not acquire any shares in the Director Savings Plan Restricted Stock Unit Deferrals. F2 · balance_after: A Form 4 for Mr. Webster was filed in error on 10/5/2016 inadvertently showing the acquisition of 48 shares in the Director Savings Plan Restricted Stock Unit Deferrals. Mr. Webster did not acquire any shares in the Director Savings Plan Restricted Stock Unit Deferrals. F1 · ownership.direct: N/A 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.