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 | 7,347 |
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 7,347 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 20:26 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 1,602 | $124.87 | $200,041.74 |
DisclosureSEC source: 0001861027-26-000002 · wk-form4_1778531192.xml · derivative · entry 1 Pacilio Michael J. · CIK 0001861027 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,347 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 20:36 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 1,607 | $121.33 | $194,977.31 |
DisclosureSEC source: 0001326160-25-000136 · wk-form4_1746477390.xml · derivative · entry 1 Pacilio Michael J. · CIK 0001861027 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,488 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 20:26 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: 0001326160-24-000140 · wk-form4_1715631944.xml · derivative · entry 1 Pacilio Michael J. · CIK 0001861027 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,287 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 20:58 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: 0001326160-23-000143 · wf-form4_168357949693579.xml · derivative · entry 1 Pacilio Michael J. · CIK 0001861027 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,374 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 20:18 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: 0001326160-22-000197 · wf-form4_165212749523038.xml · derivative · entry 1 Pacilio Michael J. · CIK 0001861027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,590 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 20:17 UTC | Duke Energy CORP DUK · Entity 2925 | GrantDirector Savings Plan Restricted Stock Unit Deferrals · Derivative | 90 | $99.51 | $8,955.90 |
DisclosureSEC source: 0001326160-21-000199 · wf-form4_162568903505364.xml · derivative · entry 1 Pacilio Michael J. · CIK 0001861027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90 Underlying: Common Stock · 90 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 | GrantCommon Stock | 1,591.406 | $100.54 | $159,999.96 |
DisclosureSEC source: 0001326160-21-000166 · wf-form4_162069213830327.xml · nonDerivative · entry 1 Pacilio Michael J. · CIK 0001861027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,591.406 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.