Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Duke Energy CORPDUK · Entity 2925 | EVP&CEO DECarolinas&NatGasBus | March 02, 2026 | March 03, 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 March 02, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 47,017 |
Ending reported balance
After 2026-03-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-02 · Sale · Disposed 17,066 · Balance 48,197 F1: Mr. Ghartey-Tagoe adopted the 10b5-1 plan pursuant to which this transaction was executed on November 28, 2025. F2: Reflects the weighted average sale price for the entire amount of shares sold. These shares were sold in multiple transactions at prices ranging from $130.98 to $131.975, inclusive. The reporting person undertakes to provide to the registrant, any security holder of the registrant, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges. Row 2 · 2026-03-02 · Sale · Disposed 1,180 · Balance 47,017 F1: Mr. Ghartey-Tagoe adopted the 10b5-1 plan pursuant to which this transaction was executed on November 28, 2025. F3: Reflects the weighted average sale price for the entire amount of shares sold. These shares were sold in multiple transactions at prices ranging from $132.005 to $132.15, inclusive. The reporting person undertakes to provide to the registrant, any security holder of the registrant, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 5,511 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,511 F4: Represents interests in an issuer stock fund. |
Filing footnotes · ownership attribution and instrument terms
F1: Mr. Ghartey-Tagoe adopted the 10b5-1 plan pursuant to which this transaction was executed on November 28, 2025.
F2: Reflects the weighted average sale price for the entire amount of shares sold. These shares were sold in multiple transactions at prices ranging from $130.98 to $131.975, inclusive. The reporting person undertakes to provide to the registrant, any security holder of the registrant, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges.
F3: Reflects the weighted average sale price for the entire amount of shares sold. These shares were sold in multiple transactions at prices ranging from $132.005 to $132.15, inclusive. The reporting person undertakes to provide to the registrant, any security holder of the registrant, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges.
F4: Represents interests in an issuer stock fund.
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 |
|---|---|---|---|---|---|---|
| March 02, 2026 Filed Mar 3, 2026 21:33 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 1,180 | $132.06 | $155,825.96 |
DisclosureSEC source: 0001789558-26-000008 · wk-form4_1772573580.xml · nonDerivative · entry 2 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP&CEO DECarolinas&NatGasBus 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 47,017 F1 · shares: Mr. Ghartey-Tagoe adopted the 10b5-1 plan pursuant to which this transaction was executed on November 28, 2025. F3 · price: Reflects the weighted average sale price for the entire amount of shares sold. These shares were sold in multiple transactions at prices ranging from $132.005 to $132.15, inclusive. The reporting person undertakes to provide to the registrant, any security holder of the registrant, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges. Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 21:33 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 17,066 | $131.54 | $2,244,827.51 |
DisclosureSEC source: 0001789558-26-000008 · wk-form4_1772573580.xml · nonDerivative · entry 1 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP&CEO DECarolinas&NatGasBus 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 48,197 F1 · shares: Mr. Ghartey-Tagoe adopted the 10b5-1 plan pursuant to which this transaction was executed on November 28, 2025. F2 · price: Reflects the weighted average sale price for the entire amount of shares sold. These shares were sold in multiple transactions at prices ranging from $130.98 to $131.975, inclusive. The reporting person undertakes to provide to the registrant, any security holder of the registrant, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges. Read SEC document |
| February 26, 2026 Filed Feb 28, 2026 00:39 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 53 | $129.23 | $6,849.19 |
DisclosureSEC source: 0001789558-26-000006 · wk-form4_1772239191.xml · nonDerivative · entry 3 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP&CEO DECarolinas&NatGasBus 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,263 F3 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 122 restricted stock units ("RSUs") related to an RSU award granted April 30, 2025, under the Duke Energy Corporation 2023 Long-Term Incentive Plan. Such RSUs convert into common stock on a one-for-one basis. Read SEC document |
| February 26, 2026 Filed Feb 28, 2026 00:39 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,066 | $129.23 | $137,759.18 |
DisclosureSEC source: 0001789558-26-000006 · wk-form4_1772239191.xml · nonDerivative · entry 2 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP&CEO DECarolinas&NatGasBus 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,316 F2 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 2,452 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. Read SEC document |
| February 25, 2026 Filed Feb 28, 2026 00:39 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 8,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001789558-26-000006 · wk-form4_1772239191.xml · nonDerivative · entry 1 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP&CEO DECarolinas&NatGasBus 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,382 F1 · shares: 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. Read SEC document |
| February 22, 2026 Filed Feb 24, 2026 21:27 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,248 | $126.78 | $158,221.44 |
DisclosureSEC source: 0001789558-26-000004 · wk-form4_1771968471.xml · nonDerivative · entry 2 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP&CEO DECarolinas&NatGasBus 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,670 F2 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 2,872 restricted stock units ("RSUs") related to an RSU award granted February 22, 2024, under the Duke Energy Corporation 2023 Long-Term Incentive Plan. Such RSUs convert into common stock on a one-for-one basis. Read SEC document |
| February 22, 2026 Filed Feb 24, 2026 21:27 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,014 | $126.78 | $128,554.92 |
DisclosureSEC source: 0001789558-26-000004 · wk-form4_1771968471.xml · nonDerivative · entry 1 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP&CEO DECarolinas&NatGasBus 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,918 F1 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 2,334 restricted stock units ("RSUs") related to an RSU award granted February 22, 2023, under the Duke Energy Corporation 2015 Long-Term Incentive Plan. Such RSUs convert into common stock on a one-for-one basis. Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 22:02 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 8,490 | $123.41 | $1,047,750.90 |
DisclosureSEC source: 0001789558-26-000002 · wk-form4_1770674553.xml · nonDerivative · entry 2 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP&CEO DECarolinas&NatGasBus 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,932 F3 · shares: Represents shares withheld to pay taxes due upon vesting of the performance shares. Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 22:02 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 22,337 | $0.00 | $0.00 |
DisclosureSEC source: 0001789558-26-000002 · wk-form4_1770674553.xml · nonDerivative · entry 1 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP&CEO DECarolinas&NatGasBus 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,422 F1 · shares: Represents vested performance shares related to a performance share award granted February 22, 2023, that contained performance-vesting requirements measured over a three-year performance period and deemed satisfied on February 5, 2026. F2 · balance_after: Amount increased due to dividend reinvestment. Read SEC document |
| April 30, 2025 Filed May 2, 2025 20:43 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 366 | $122.02 | $44,659.32 |
DisclosureSEC source: 0001326160-25-000116 · wk-form4_1746218603.xml · nonDerivative · entry 1 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP, CLO & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,075 F1 · shares: The reporting person received restricted stock units ("RSUs") granted under the Duke Energy Corporation 2023 Long-Term Incentive Plan, which RSUs 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 26, 2026. Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 21:35 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 9,007 | $117.10 | $1,054,719.70 |
DisclosureSEC source: 0001326160-25-000098 · wk-form4_1741037737.xml · nonDerivative · entry 1 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP, CLO & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,709 Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 21:21 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 7,357 | $116.31 | $855,692.67 |
DisclosureSEC source: 0001326160-25-000088 · wk-form4_1740777668.xml · nonDerivative · entry 1 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP, CLO & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,716 F1 · shares: The reporting person received restricted stock units ("RSUs") granted under the Duke Energy Corporation 2023 Long-Term Incentive Plan, which RSUs 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 the first anniversary of the February 26, 2025, grant date. Read SEC document |
| February 23, 2025 Filed Feb 25, 2025 21:32 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 878 | $115.55 | $101,452.90 |
DisclosureSEC source: 0001326160-25-000059 · wk-form4_1740519164.xml · nonDerivative · entry 3 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP, CLO & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,359 F3 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 2,007 restricted stock units ("RSUs") related to a RSU award granted February 23, 2022, under the Duke Energy Corporation 2015 Long-Term Incentive Plan. Such RSUs convert into common stock on a one-for-one basis. Read SEC document |
| February 22, 2025 Filed Feb 25, 2025 21:32 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,256 | $115.55 | $145,130.80 |
DisclosureSEC source: 0001326160-25-000059 · wk-form4_1740519164.xml · nonDerivative · entry 2 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP, CLO & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,237 F2 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 2,872 restricted stock units ("RSUs") related to a RSU award granted February 22, 2024, under the Duke Energy Corporation 2023 Long-Term Incentive Plan. Such RSUs convert into common stock on a one-for-one basis. Read SEC document |
| February 22, 2025 Filed Feb 25, 2025 21:32 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,020 | $115.55 | $117,861.00 |
DisclosureSEC source: 0001326160-25-000059 · wk-form4_1740519164.xml · nonDerivative · entry 1 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP, CLO & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,493 F1 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 2,334 restricted stock units ("RSUs") related to a RSU award granted February 22, 2023, under the Duke Energy Corporation 2015 Long-Term Incentive Plan. Such RSUs convert into common stock on a one-for-one basis. Read SEC document |
| February 07, 2025 Filed Feb 11, 2025 21:37 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 6,337 | $114.99 | $728,691.63 |
DisclosureSEC source: 0001326160-25-000030 · wk-form4_1739309847.xml · nonDerivative · entry 2 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP, CLO & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,513 F3 · kind: Represents shares withheld to pay taxes due upon vesting of the performance shares. Read SEC document |
| February 07, 2025 Filed Feb 11, 2025 21:37 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 17,456 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-25-000030 · wk-form4_1739309847.xml · nonDerivative · entry 1 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP, CLO & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,850 F1 · kind: Represents vested performance shares related to a performance share award granted February 23, 2022, that contained performance-vesting requirements measured over a three-year performance period and deemed satisfied on February 7, 2025. F2 · balance_after: Amount increased due to dividend reinvestment. Read SEC document |
| February 24, 2024 Filed Feb 26, 2024 22:38 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 838 | $92.73 | $77,707.74 |
DisclosureSEC source: 0001326160-24-000061 · wk-form4_1708987078.xml · nonDerivative · entry 4 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP, CLO & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,382 F4 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 1,905 RSUs related to a RSU award granted February 24, 2021, under the Duke Energy Corporation 2015 Long-Term Incentive Plan. Such RSUs convert into common stock on a one-for-one basis. Read SEC document |
| February 23, 2024 Filed Feb 26, 2024 22:38 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 883 | $92.73 | $81,880.59 |
DisclosureSEC source: 0001326160-24-000061 · wk-form4_1708987078.xml · nonDerivative · entry 3 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP, CLO & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,220 F3 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 2,007 RSUs related to a RSU award granted February 23, 2022, under the Duke Energy Corporation 2015 Long-Term Incentive Plan. Such RSUs convert into common stock on a one-for-one basis. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 22:38 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,026 | $92.13 | $94,525.38 |
DisclosureSEC source: 0001326160-24-000061 · wk-form4_1708987078.xml · nonDerivative · entry 2 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP, CLO & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,103 F2 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 2,334 RSUs related to a RSU award granted February 22, 2023, under the Duke Energy Corporation 2015 Long-Term Incentive Plan. Such RSUs convert into common stock on a one-for-one basis. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 22:38 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 8,616 | $92.13 | $793,792.08 |
DisclosureSEC source: 0001326160-24-000061 · wk-form4_1708987078.xml · nonDerivative · entry 1 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP, CLO & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,129 F1 · shares: The reporting person received restricted stock units ("RSUs") granted under the Duke Energy Corporation 2023 Long-Term Incentive Plan, which RSUs 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 the first anniversary of the February 22, 2024, grant date. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 18:56 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 6,067 | $95.25 | $577,881.75 |
DisclosureSEC source: 0001326160-24-000020 · wk-form4_1707332174.xml · nonDerivative · entry 2 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP, CLO & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,513 F3 · kind: Represents shares withheld to pay taxes due upon vesting of the performance shares. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 18:56 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 17,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-24-000020 · wk-form4_1707332174.xml · nonDerivative · entry 1 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP, CLO & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,580 F1 · kind: Represents vested performance shares related to a performance share award granted February 24, 2021, that contained performance-vesting requirements measured over a three-year performance period and deemed satisfied on February 5, 2024. F2 · balance_after: Amount increased due to dividend reinvestment. Read SEC document |
| November 21, 2023 Filed Nov 22, 2023 20:34 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 2,500 | $89.76 | $224,400.00 |
DisclosureSEC source: 0001326160-23-000197 · wk-form4_1700685233.xml · nonDerivative · entry 1 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP, CLO & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,210 Read SEC document |
| August 16, 2023 Filed Aug 18, 2023 20:41 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 2,500 | $91.43 | $228,575.00 |
DisclosureSEC source: 0001326160-23-000176 · wk-form4_1692391265.xml · nonDerivative · entry 1 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP, CLO & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,710 F1 · balance_after: Amount increased due to dividend reinvestment. Read SEC document |
| February 24, 2023 Filed Feb 27, 2023 21:20 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 843 | $96.92 | $81,703.56 |
DisclosureSEC source: 0001326160-23-000086 · wf-form4_167753281533153.xml · nonDerivative · entry 2 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP, CLO & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,204 F2 · kind: Represents the number of shares withheld to pay taxes due upon vesting of 1,905 restricted stock units related to a restricted stock unit award granted February 24, 2021, under the Duke Energy Corporation 2015 Long-Term Incentive Plan. Such restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:20 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 888 | $96.84 | $85,993.92 |
DisclosureSEC source: 0001326160-23-000086 · wf-form4_167753281533153.xml · nonDerivative · entry 1 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP, CLO & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,047 F1 · kind: Represents the number of shares withheld to pay taxes due upon vesting of 2,007 restricted stock units related to a restricted stock unit award granted February 23, 2022, under the Duke Energy Corporation 2015 Long-Term Incentive Plan. Such restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 21:20 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 7,002 | $97.47 | $682,484.94 |
DisclosureSEC source: 0001326160-23-000067 · wf-form4_167727361422497.xml · nonDerivative · entry 1 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP, CLO & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,935 F1 · shares: The reporting person received restricted stock units ("RSUs") granted under the Duke Energy Corporation 2015 Long-Term Incentive Plan, which RSUs 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 the first anniversary of the grant date. Read SEC document |
| February 19, 2023 Filed Feb 22, 2023 21:48 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 600 | $99.49 | $59,694.00 |
DisclosureSEC source: 0001326160-23-000052 · wf-form4_167710248697086.xml · nonDerivative · entry 1 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP, CLO & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,933 F1 · kind: Represents the number of shares withheld to pay taxes due upon vesting of 1,356 restricted stock units related to a restricted stock unit award granted February 19, 2020. Such restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 06, 2023 Filed Feb 8, 2023 22:03 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 4,119 | $101.81 | $419,355.39 |
DisclosureSEC source: 0001326160-23-000025 · wf-form4_167589376971411.xml · nonDerivative · entry 2 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP, CLO & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,533 F2 · kind: Represents shares withheld to pay taxes due upon vesting of the performance shares. F3 · balance_after: Amount increased due to dividend reinvestment. Read SEC document |
| February 06, 2023 Filed Feb 8, 2023 22:03 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 12,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-23-000025 · wf-form4_167589376971411.xml · nonDerivative · entry 1 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP, CLO & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,652 F1 · kind: Represents vested performance shares related to a performance share award granted February 19, 2020, that contained performance-vesting requirements measured over a three-year performance period and deemed satisfied on February 6, 2023. Read SEC document |
| August 09, 2022 Filed Aug 11, 2022 21:28 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 4,212 | $109.67 | $461,930.04 |
DisclosureSEC source: 0001326160-22-000254 · wf-form4_166025331691152.xml · nonDerivative · entry 3 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,002 Read SEC document |
| August 09, 2022 Filed Aug 11, 2022 21:28 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 288 | $109.65 | $31,579.20 |
DisclosureSEC source: 0001326160-22-000254 · wf-form4_166025331691152.xml · nonDerivative · entry 2 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,214 Read SEC document |
| August 09, 2022 Filed Aug 11, 2022 21:28 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 200 | $109.66 | $21,932.00 |
DisclosureSEC source: 0001326160-22-000254 · wf-form4_166025331691152.xml · nonDerivative · entry 1 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,502 Read SEC document |
| February 27, 2022 Filed Mar 1, 2022 21:38 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 89 | $100.22 | $8,919.58 |
DisclosureSEC source: 0001326160-22-000137 · wf-form4_164617067046360.xml · nonDerivative · entry 1 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,702 Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 20:35 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 561 | $97.04 | $54,439.44 |
DisclosureSEC source: 0001326160-22-000113 · wf-form4_164608048821504.xml · nonDerivative · entry 1 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,791 Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 22:25 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 6,021 | $97.67 | $588,071.07 |
DisclosureSEC source: 0001326160-22-000088 · wf-form4_164582785907742.xml · nonDerivative · entry 1 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,352 Read SEC document |
| February 19, 2022 Filed Feb 22, 2022 21:37 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 400 | $99.81 | $39,924.00 |
DisclosureSEC source: 0001326160-22-000062 · wf-form4_164556584983487.xml · nonDerivative · entry 1 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,331 Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 21:40 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionPerformance Shares · Derivative | 2,526 | $0.00 Strike: $104.41 | $0.00 |
DisclosureSEC source: 0001326160-22-000030 · wf-form4_164452921731610.xml · derivative · entry 4 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,526 Underlying: Common Stock · 2,526 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. F2 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 21:40 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 761 | $104.41 | $79,456.01 |
DisclosureSEC source: 0001326160-22-000030 · wf-form4_164452921731610.xml · nonDerivative · entry 2 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,731 F1 · balance_after: Amount increased due to dividend reinvestment. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 21:40 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionCommon Stock | 2,526 | $104.41 | $263,739.66 |
DisclosureSEC source: 0001326160-22-000030 · wf-form4_164452921731610.xml · nonDerivative · entry 1 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,492 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 |
| May 20, 2021 Filed May 24, 2021 21:16 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 1,645 | $101.31 | $166,654.95 |
DisclosureSEC source: 0001326160-21-000187 · wf-form4_162189097504056.xml · nonDerivative · entry 1 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,955 Read SEC document |
| February 28, 2021 Filed Mar 2, 2021 21:30 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 101 | $85.59 | $8,644.59 |
DisclosureSEC source: 0001326160-21-000099 · wf-form4_161472061770141.xml · nonDerivative · entry 2 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,600 Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:30 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 89 | $85.59 | $7,617.51 |
DisclosureSEC source: 0001326160-21-000099 · wf-form4_161472061770141.xml · nonDerivative · entry 1 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,701 Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 22:31 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 5,715 | $87.34 | $499,148.10 |
DisclosureSEC source: 0001326160-21-000082 · wf-form4_161437863207945.xml · nonDerivative · entry 1 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,790 Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 21:19 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 403 | $88.43 | $35,637.29 |
DisclosureSEC source: 0001326160-21-000054 · wf-form4_161411511228334.xml · nonDerivative · entry 1 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,075 Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 23:02 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionPerformance Shares · Derivative | 2,716 | $0.00 Strike: $93.32 | $0.00 |
DisclosureSEC source: 0001326160-21-000038 · wf-form4_161308455935723.xml · derivative · entry 4 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,716 Underlying: Common Stock · 2,716 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. F2 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 23:02 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 826 | $93.32 | $77,082.32 |
DisclosureSEC source: 0001326160-21-000038 · wf-form4_161308455935723.xml · nonDerivative · entry 2 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,478 F1 · balance_after: Amount increased due to dividend reinvestment. Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 23:02 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionCommon Stock | 2,716 | $93.32 | $253,457.12 |
DisclosureSEC source: 0001326160-21-000038 · wf-form4_161308455935723.xml · nonDerivative · entry 1 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,293 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, 2020 Filed Mar 2, 2020 22:40 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 101 | $91.70 | $9,261.70 |
DisclosureSEC source: 0001326160-20-000092 · wf-form4_158318878961425.xml · nonDerivative · entry 2 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,577 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.