Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Duke Energy CORPDUK · Entity 2925 | EVP&CEO, Duke Energy Carolinas | February 26, 2025 | February 28, 2025 |
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 26, 2025 · Filed February 28, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 79,768 |
Reported balance
After 2025-02-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-02-26 · Grant · Acquired 11,027 · Balance 79,768 F1: 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. F2: Includes 20,988 shares held in a revocable trust in the name of the reporting person. |
| Common StockSEC Table I · non-derivative | Direct | 69,768 |
Reported balance
After 2025-02-26 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-02-26 · Sale · Disposed 10,000 · Balance 69,768 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 $116.061 to $116.145, 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) | 3,564 |
Reported balance
Holding disclosure · report date 2025-02-26 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,564 F4: Represents interests in an issuer stock fund. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Includes 20,988 shares held in a revocable trust in the name of the reporting person.
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 $116.061 to $116.145, 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 |
|---|---|---|---|---|---|---|
| February 26, 2025 Filed Feb 28, 2025 16:21 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 10,000 | $116.09 | $1,160,866.00 |
DisclosureSEC source: 0001326160-25-000089 · wk-form4_1740777680.xml · nonDerivative · entry 2 JANSON JULIA S · CIK 0001227045 · EVP&CEO, Duke Energy Carolinas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,768 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 $116.061 to $116.145, 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, 2025 Filed Feb 28, 2025 16:21 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 11,027 | $116.31 | $1,282,550.37 |
DisclosureSEC source: 0001326160-25-000089 · wk-form4_1740777680.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP&CEO, Duke Energy Carolinas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,768 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. F2 · balance_after: Includes 20,988 shares held in a revocable trust in the name of the reporting person. Read SEC document |
| February 23, 2025 Filed Feb 25, 2025 16:34 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,131 | $115.55 | $130,687.05 |
DisclosureSEC source: 0001326160-25-000068 · wk-form4_1740519259.xml · nonDerivative · entry 3 JANSON JULIA S · CIK 0001227045 · EVP&CEO, Duke Energy Carolinas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,741 F4 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 2,586 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 16:34 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,495 | $115.55 | $172,747.25 |
DisclosureSEC source: 0001326160-25-000068 · wk-form4_1740519259.xml · nonDerivative · entry 2 JANSON JULIA S · CIK 0001227045 · EVP&CEO, Duke Energy Carolinas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,872 F3 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 3,419 restricted stock units ("RSUs") related to a RSU award granted March 11, 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 16:34 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,256 | $115.55 | $145,130.80 |
DisclosureSEC source: 0001326160-25-000068 · wk-form4_1740519259.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP&CEO, Duke Energy Carolinas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,367 F1 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 2,874 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. F2 · balance_after: Includes 20,988 shares held in a revocable trust in the name of the reporting person. Read SEC document |
| February 07, 2025 Filed Feb 11, 2025 16:38 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 8,522 | $114.99 | $979,944.78 |
DisclosureSEC source: 0001326160-25-000035 · wk-form4_1739309900.xml · nonDerivative · entry 2 JANSON JULIA S · CIK 0001227045 · EVP&CEO, Duke Energy Carolinas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,623 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 16:38 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 22,488 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-25-000035 · wk-form4_1739309900.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP&CEO, Duke Energy Carolinas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,145 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: Includes 20,988 shares held in a revocable trust in the name of the reporting person. Read SEC document |
| August 23, 2024 Filed Aug 26, 2024 16:29 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 10,000 | $112.58 | $1,125,809.00 |
DisclosureSEC source: 0001326160-24-000172 · wk-form4_1724704179.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP&CEO, Duke Energy Carolinas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,657 F1 · 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 $112.570 to $112.611, 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 F2 · balance_after: Includes 20,988 shares held in a revocable trust in the name of the reporting person. Read SEC document |
| May 09, 2024 Filed May 13, 2024 16:30 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 10,000 | $102.79 | $1,027,908.00 |
DisclosureSEC source: 0001326160-24-000144 · wk-form4_1715632207.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,657 F1 · 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 $102.79 to $102.83, 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. F2 · balance_after: Includes 20,988 shares held in a revocable trust in the name of the reporting person. Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 16:54 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 10,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-24-000086 · wk-form4_1710363236.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,657 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 22, 2025. F2 · balance_after: Includes 20,988 shares held in a revocable trust in the name of the reporting person. Read SEC document |
| February 24, 2024 Filed Feb 26, 2024 17:24 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,134 | $92.73 | $105,155.82 |
DisclosureSEC source: 0001326160-24-000052 · wk-form4_1708986266.xml · nonDerivative · entry 3 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,400 F4 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 2,579 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. F2 · balance_after: Includes 20,988 shares held in a revocable trust in the name of the reporting person. Read SEC document |
| February 23, 2024 Filed Feb 26, 2024 17:24 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,137 | $92.73 | $105,434.01 |
DisclosureSEC source: 0001326160-24-000052 · wk-form4_1708986266.xml · nonDerivative · entry 2 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,534 F3 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 2,586 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. F2 · balance_after: Includes 20,988 shares held in a revocable trust in the name of the reporting person. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 17:24 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,264 | $92.13 | $116,452.32 |
DisclosureSEC source: 0001326160-24-000052 · wk-form4_1708986266.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,671 F1 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 2,874 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. F2 · balance_after: Includes 20,988 shares held in a revocable trust in the name of the reporting person. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 14:01 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 8,754 | $95.25 | $833,818.50 |
DisclosureSEC source: 0001326160-24-000024 · wk-form4_1707332496.xml · nonDerivative · entry 2 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,935 F3 · kind: Represents shares withheld to pay taxes due upon vesting of the performance shares. F2 · balance_after: Includes 20,988 shares held in a revocable trust in the name of the reporting person. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 14:01 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 23,506 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-24-000024 · wk-form4_1707332496.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,689 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: Includes 20,988 shares held in a revocable trust in the name of the reporting person. Read SEC document |
| February 24, 2023 Filed Feb 27, 2023 16:24 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,140 | $96.92 | $110,488.80 |
DisclosureSEC source: 0001326160-23-000093 · wf-form4_167753305937025.xml · nonDerivative · entry 2 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,183 F3 · kind: Represents the number of shares withheld to pay taxes due upon vesting of 2,579 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. F2 · balance_after: Includes 20,988 shares held in a revocable trust in the name of the reporting person. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 16:24 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,143 | $96.84 | $110,688.12 |
DisclosureSEC source: 0001326160-23-000093 · wf-form4_167753305937025.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,323 F1 · kind: Represents the number of shares withheld to pay taxes due upon vesting of 2,585 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. F2 · balance_after: Includes 20,988 shares held in a revocable trust in the name of the reporting person. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 16:19 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 8,622 | $97.47 | $840,386.34 |
DisclosureSEC source: 0001326160-23-000065 · wf-form4_167727354624856.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,466 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. F2 · balance_after: Includes 20,988 shares held in a revocable trust in the name of the reporting person. Read SEC document |
| February 19, 2023 Filed Feb 22, 2023 16:51 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 982 | $99.49 | $97,699.18 |
DisclosureSEC source: 0001326160-23-000058 · wf-form4_167710266383923.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,844 F1 · kind: Represents the number of shares withheld to pay taxes due upon vesting of 2,221 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. F2 · balance_after: Includes 20,988 shares held in a revocable trust in the name of the reporting person. Read SEC document |
| February 06, 2023 Filed Feb 8, 2023 17:01 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 7,677 | $101.81 | $781,595.37 |
DisclosureSEC source: 0001326160-23-000021 · wf-form4_167589365666275.xml · nonDerivative · entry 2 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,826 F2 · kind: Represents shares withheld to pay taxes due upon vesting of the performance shares. Read SEC document |
| February 06, 2023 Filed Feb 8, 2023 17:01 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 20,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-23-000021 · wf-form4_167589365666275.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,503 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 |
| December 15, 2022 Filed Dec 19, 2022 17:38 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 2,141 | $102.51 | $219,473.91 |
DisclosureSEC source: 0001326160-22-000294 · wf-form4_167148944820711.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,799 Read SEC document |
| March 24, 2022 Filed Mar 25, 2022 16:37 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 1,793 | $107.63 | $192,975.21 |
DisclosureSEC source: 0001326160-22-000159 · wf-form4_164824064019816.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,940 F1 · price: Reflects the weighted average sale price for the entire amount of shares sold with prices ranging from $107.44 and $107.93. F2 · balance_after: Executed pursuant to a Rule 10b5-1 Plan which was previously entered into by Ms. Janson. Read SEC document |
| March 23, 2022 Filed Mar 24, 2022 16:27 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 3,876 | $107.19 | $415,468.44 |
DisclosureSEC source: 0001326160-22-000158 · wf-form4_164815364771502.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,733 F1 · price: Reflects the weighted average sale price for the entire amount of shares sold with prices ranging from $107.00 to $107.48. F2 · balance_after: Executed pursuant to a Rule 10b5-1 Plan which was previously entered into by Ms. Janson. Read SEC document |
| March 17, 2022 Filed Mar 18, 2022 17:29 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 4,470 | $107.26 | $479,452.20 |
DisclosureSEC source: 0001326160-22-000156 · wf-form4_164763896169388.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,609 F1 · price: Reflects the weighted average sale price for the entire amount of shares sold with prices ranging from $107.005 to $107.52. F2 · balance_after: Executed pursuant to a Rule 10b5-1 Plan which was previously entered into by Ms. Janson. Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 16:40 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 412 | $107.22 | $44,174.64 |
DisclosureSEC source: 0001326160-22-000154 · wf-form4_164746321666344.xml · nonDerivative · entry 2 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,079 F3 · price: Reflects the weighted average sale price for the entire amount of shares sold with prices ranging from $107.17 to $107.30. F2 · balance_after: Executed pursuant to a Rule 10b5-1 Plan which was previously entered into by Ms. Janson. Read SEC document |
| March 14, 2022 Filed Mar 16, 2022 16:40 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 2,325 | $107.25 | $249,356.25 |
DisclosureSEC source: 0001326160-22-000154 · wf-form4_164746321666344.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,491 F1 · price: Reflects the weighted average sale price for the entire amount of shares sold with prices ranging from $107.025 to $107.595. F2 · balance_after: Executed pursuant to a Rule 10b5-1 Plan which was previously entered into by Ms. Janson. Read SEC document |
| March 08, 2022 Filed Mar 10, 2022 16:34 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 1,036 | $107.00 | $110,852.00 |
DisclosureSEC source: 0001326160-22-000152 · wf-form4_164694798719614.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,816 F1 · balance_after: Executed pursuant to a Rule 10b5-1 Plan which was previously entered into by Ms. Janson. Read SEC document |
| February 27, 2022 Filed Mar 1, 2022 16:37 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 830 | $100.22 | $83,182.60 |
DisclosureSEC source: 0001326160-22-000136 · wf-form4_164617062331940.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,852 Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 15:33 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,146 | $97.04 | $111,207.84 |
DisclosureSEC source: 0001326160-22-000110 · wf-form4_164608040184918.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,682 Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 17:27 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 7,757 | $97.67 | $757,626.19 |
DisclosureSEC source: 0001326160-22-000093 · wf-form4_164582803457425.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,828 Read SEC document |
| February 19, 2022 Filed Feb 22, 2022 16:39 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 988 | $99.81 | $98,612.28 |
DisclosureSEC source: 0001326160-22-000065 · wf-form4_164556594661679.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,071 Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 16:43 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionPerformance Shares · Derivative | 15,790 | $0.00 Strike: $104.41 | $0.00 |
DisclosureSEC source: 0001326160-22-000036 · wf-form4_164452940034263.xml · derivative · entry 4 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,790 Underlying: Common Stock · 15,790 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 08, 2022 Filed Feb 10, 2022 16:43 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 5,579 | $104.41 | $582,503.39 |
DisclosureSEC source: 0001326160-22-000036 · wf-form4_164452940034263.xml · nonDerivative · entry 2 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,059 Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 16:43 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionCommon Stock | 15,790 | $104.41 | $1,648,633.90 |
DisclosureSEC source: 0001326160-22-000036 · wf-form4_164452940034263.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,638 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 |
| December 15, 2021 Filed Dec 16, 2021 16:43 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 4,816 | $103.82 | $499,997.12 |
DisclosureSEC source: 0001326160-21-000249 · wf-form4_163969097406246.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,848 Read SEC document |
| July 16, 2021 Filed Jul 20, 2021 16:16 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 15,465 | $105.00 | $1,623,825.00 |
DisclosureSEC source: 0001326160-21-000208 · wf-form4_162681216887867.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,032 F1 · kind: Sold pursuant to a previously executed 10b5-1 plan. Read SEC document |
| February 28, 2021 Filed Mar 2, 2021 16:29 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 856 | $85.59 | $73,265.04 |
DisclosureSEC source: 0001326160-21-000096 · wf-form4_161472050944612.xml · nonDerivative · entry 2 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,497 Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 16:29 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 835 | $85.59 | $71,467.65 |
DisclosureSEC source: 0001326160-21-000096 · wf-form4_161472050944612.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,353 Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 17:28 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 7,736 | $87.34 | $675,662.24 |
DisclosureSEC source: 0001326160-21-000079 · wf-form4_161437849107603.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,188 Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 16:23 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 993 | $88.43 | $87,810.99 |
DisclosureSEC source: 0001326160-21-000060 · wf-form4_161411535950099.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,452 Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 18:03 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionPerformance Shares · Derivative | 15,283 | $0.00 Strike: $93.32 | $0.00 |
DisclosureSEC source: 0001326160-21-000040 · wf-form4_161308460055986.xml · derivative · entry 4 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,283 Underlying: Common Stock · 15,283 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 09, 2021 Filed Feb 11, 2021 18:03 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 5,222 | $93.32 | $487,317.04 |
DisclosureSEC source: 0001326160-21-000040 · wf-form4_161308460055986.xml · nonDerivative · entry 2 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,445 Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 18:03 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionCommon Stock | 15,283 | $93.32 | $1,426,209.56 |
DisclosureSEC source: 0001326160-21-000040 · wf-form4_161308460055986.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,667 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 17:41 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 856 | $91.70 | $78,495.20 |
DisclosureSEC source: 0001326160-20-000097 · wf-form4_158318889689487.xml · nonDerivative · entry 2 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,384 Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 17:41 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 834 | $94.99 | $79,221.66 |
DisclosureSEC source: 0001326160-20-000097 · wf-form4_158318889689487.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,240 Read SEC document |
| February 26, 2020 Filed Feb 27, 2020 16:13 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 6,165 | $99.67 | $614,453.22 |
DisclosureSEC source: 0001326160-20-000078 · wf-form4_158283801640591.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,074 Read SEC document |
| February 22, 2020 Filed Feb 25, 2020 16:15 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 4,198 | $102.43 | $430,001.14 |
DisclosureSEC source: 0001326160-20-000070 · wf-form4_158266532552201.xml · nonDerivative · entry 3 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,239 Read SEC document |
| February 22, 2020 Filed Feb 25, 2020 16:15 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionCommon Stock | 9,390 | $102.43 | $961,817.70 |
DisclosureSEC source: 0001326160-20-000070 · wf-form4_158266532552201.xml · nonDerivative · entry 2 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,437 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 16:15 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 788 | $102.43 | $80,714.84 |
DisclosureSEC source: 0001326160-20-000070 · wf-form4_158266532552201.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,047 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.