Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Duke Energy CORPDUK · Entity 2925 | EVP & CCO | February 22, 2024 | February 26, 2024 |
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 22, 2024 · Filed February 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 151,720 |
Ending reported balance
After 2024-02-24 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2024-02-22 · Grant · Acquired 9,424 · Balance 155,462 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 22, 2024, grant date. Row 2 · 2024-02-22 · Tax withholding · Disposed 1,305 · Balance 154,157 F2: Represents the number of shares withheld to pay taxes due upon vesting of 2,969 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. Row 3 · 2024-02-23 · Tax withholding · Disposed 1,265 · Balance 152,892 F3: Represents the number of shares withheld to pay taxes due upon vesting of 2,877 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. Row 4 · 2024-02-24 · Tax withholding · Disposed 1,172 · Balance 151,720 F4: Represents the number of shares withheld to pay taxes due upon vesting of 2,665 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. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 8,614 |
Reported balance
Holding disclosure · report date 2024-02-22 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 8,614 F5: 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 22, 2024, grant date.
F2: Represents the number of shares withheld to pay taxes due upon vesting of 2,969 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.
F3: Represents the number of shares withheld to pay taxes due upon vesting of 2,877 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.
F4: Represents the number of shares withheld to pay taxes due upon vesting of 2,665 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.
F5: 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 24, 2024 Filed Feb 26, 2024 22:39 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,172 | $92.73 | $108,679.56 |
DisclosureSEC source: 0001326160-24-000063 · wk-form4_1708987148.xml · nonDerivative · entry 4 YOUNG STEVEN K · CIK 0001329406 · EVP & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,720 F4 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 2,665 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 22:39 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,265 | $92.73 | $117,303.45 |
DisclosureSEC source: 0001326160-24-000063 · wk-form4_1708987148.xml · nonDerivative · entry 3 YOUNG STEVEN K · CIK 0001329406 · EVP & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,892 F3 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 2,877 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 22:39 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,305 | $92.13 | $120,229.65 |
DisclosureSEC source: 0001326160-24-000063 · wk-form4_1708987148.xml · nonDerivative · entry 2 YOUNG STEVEN K · CIK 0001329406 · EVP & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,157 F2 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 2,969 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 22:39 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 9,424 | $92.13 | $868,233.12 |
DisclosureSEC source: 0001326160-24-000063 · wk-form4_1708987148.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,462 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 19:05 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 9,098 | $95.25 | $866,584.50 |
DisclosureSEC source: 0001326160-24-000029 · wk-form4_1707332714.xml · nonDerivative · entry 2 YOUNG STEVEN K · CIK 0001329406 · EVP & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,038 F2 · kind: Represents shares withheld to pay taxes due upon vesting of the performance shares. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 19:05 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 24,286 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-24-000029 · wk-form4_1707332714.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,136 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. Read SEC document |
| February 24, 2023 Filed Feb 27, 2023 21:23 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,178 | $96.92 | $114,171.76 |
DisclosureSEC source: 0001326160-23-000091 · wf-form4_167753299819420.xml · nonDerivative · entry 2 YOUNG STEVEN K · CIK 0001329406 · EVP & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,850 F2 · kind: Represents the number of shares withheld to pay taxes due upon vesting of 2,664 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 21:23 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,272 | $96.84 | $123,180.48 |
DisclosureSEC source: 0001326160-23-000091 · wf-form4_167753299819420.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,028 F1 · kind: Represents the number of shares withheld to pay taxes due upon vesting of 2,877 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 21:21 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 8,908 | $97.47 | $868,262.76 |
DisclosureSEC source: 0001326160-23-000069 · wf-form4_167727367978074.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,300 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 21:50 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,015 | $99.49 | $100,982.35 |
DisclosureSEC source: 0001326160-23-000056 · wf-form4_167710261701701.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,392 F1 · kind: Represents the number of shares withheld to pay taxes due upon vesting of 2,295 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 22:02 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 7,982 | $101.81 | $812,647.42 |
DisclosureSEC source: 0001326160-23-000023 · wf-form4_167589371905275.xml · nonDerivative · entry 2 YOUNG STEVEN K · CIK 0001329406 · EVP & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,407 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 22:02 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 21,392 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-23-000023 · wf-form4_167589371905275.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,389 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 01, 2022 Filed Dec 5, 2022 21:29 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 415 | $100.84 | $41,848.60 |
DisclosureSEC source: 0001326160-22-000286 · wf-form4_167027572116254.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,997 F1 · balance_after: Executed pursuant to a Rule 10b5-1 Plan which was previously entered into by Mr. Young. Read SEC document |
| November 01, 2022 Filed Nov 2, 2022 20:33 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 415 | $93.57 | $38,831.55 |
DisclosureSEC source: 0001326160-22-000274 · wf-form4_166742117140549.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,412 F1 · balance_after: Executed pursuant to a Rule 10b5-1 Plan which was previously entered into by Mr. Young. Read SEC document |
| October 03, 2022 Filed Oct 5, 2022 20:23 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 415 | $94.46 | $39,200.90 |
DisclosureSEC source: 0001326160-22-000263 · wf-form4_166500139101827.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,827 F1 · balance_after: Executed pursuant to a Rule 10b5-1 Plan which was previously entered into by Mr. Young. Read SEC document |
| September 01, 2022 Filed Sep 2, 2022 19:10 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 415 | $107.04 | $44,421.60 |
DisclosureSEC source: 0001326160-22-000259 · wf-form4_166214582780569.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,242 F1 · balance_after: Executed pursuant to a Rule 10b5-1 Plan which was previously entered into by Mr. Young. Read SEC document |
| August 01, 2022 Filed Aug 2, 2022 20:39 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 415 | $109.87 | $45,596.05 |
DisclosureSEC source: 0001326160-22-000240 · wf-form4_165947274421690.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,657 F1 · balance_after: Executed pursuant to a Rule 10b5-1 Plan which was previously entered into by Mr. Young. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 20:29 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 415 | $107.75 | $44,716.25 |
DisclosureSEC source: 0001326160-22-000231 · wf-form4_165713935433973.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,072 F1 · balance_after: Executed pursuant to a Rule 10b5-1 Plan which was previously entered into by Mr. Young. Read SEC document |
| June 01, 2022 Filed Jun 2, 2022 20:20 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 415 | $112.55 | $46,708.25 |
DisclosureSEC source: 0001326160-22-000221 · wf-form4_165420121527869.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,487 F1 · balance_after: Executed pursuant to a Rule 10b5-1 Plan which was previously entered into by Mr. Young. Read SEC document |
| May 02, 2022 Filed May 4, 2022 20:27 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 415 | $110.67 | $45,928.05 |
DisclosureSEC source: 0001326160-22-000173 · wf-form4_165169594899487.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,902 F1 · balance_after: Executed pursuant to a Rule 10b5-1 Plan which was previously entered into by Mr. Young. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:33 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 415 | $111.47 | $46,260.05 |
DisclosureSEC source: 0001326160-22-000167 · wf-form4_164919079560594.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,317 F1 · balance_after: Executed pursuant to a Rule 10b5-1 Plan which was previously entered into by Mr. Young. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:28 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 415 | $100.41 | $41,670.15 |
DisclosureSEC source: 0001326160-22-000147 · wf-form4_164634289555781.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,732 F1 · balance_after: Executed pursuant to a Rule 10b5-1 Plan which was previously entered into by Mr. Young. Read SEC document |
| February 27, 2022 Filed Mar 1, 2022 21:38 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 920 | $100.22 | $92,202.40 |
DisclosureSEC source: 0001326160-22-000138 · wf-form4_164617071083861.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,147 Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 20:37 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,184 | $97.04 | $114,895.36 |
DisclosureSEC source: 0001326160-22-000118 · wf-form4_164608062392899.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,067 Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 22:23 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 8,631 | $97.67 | $842,989.77 |
DisclosureSEC source: 0001326160-22-000085 · wf-form4_164582775012240.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,251 Read SEC document |
| February 19, 2022 Filed Feb 22, 2022 21:36 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,020 | $99.81 | $101,806.20 |
DisclosureSEC source: 0001326160-22-000060 · wf-form4_164556577048884.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,620 Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 21:40 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionPerformance Shares · Derivative | 17,508 | $0.00 Strike: $104.41 | $0.00 |
DisclosureSEC source: 0001326160-22-000029 · wf-form4_164452919313331.xml · derivative · entry 4 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,508 Underlying: Common Stock · 17,508 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 21:40 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 6,340 | $104.41 | $661,959.40 |
DisclosureSEC source: 0001326160-22-000029 · wf-form4_164452919313331.xml · nonDerivative · entry 2 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,640 Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 21:40 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionCommon Stock | 17,508 | $104.41 | $1,828,010.28 |
DisclosureSEC source: 0001326160-22-000029 · wf-form4_164452919313331.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,980 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 01, 2022 Filed Feb 3, 2022 21:23 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 415 | $104.55 | $43,388.25 |
DisclosureSEC source: 0001326160-22-000004 · wf-form4_164392338090854.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,472 F1 · balance_after: Executed pursuant to a Rule 10b5-1 Plan which was previously entered into by Mr. Young. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 21:22 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 415 | $104.91 | $43,537.65 |
DisclosureSEC source: 0001326160-22-000002 · wf-form4_164141773979921.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,887 F1 · balance_after: Executed pursuant to a Rule 10b5-1 Plan which was previously entered into by Mr. Young. Read SEC document |
| December 01, 2021 Filed Dec 2, 2021 21:21 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 2,000 | $97.44 | $194,880.00 |
DisclosureSEC source: 0001326160-21-000241 · wf-form4_163848005870166.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,302 F1 · balance_after: Executed pursuant to a Rule 10b5-1 Plan which was previously entered into by Mr. Young. Read SEC document |
| February 28, 2021 Filed Mar 2, 2021 21:33 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 949 | $85.59 | $81,224.91 |
DisclosureSEC source: 0001326160-21-000103 · wf-form4_161472076015996.xml · nonDerivative · entry 2 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,302 Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:33 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 925 | $85.59 | $79,170.75 |
DisclosureSEC source: 0001326160-21-000103 · wf-form4_161472076015996.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,251 Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 22:28 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 7,993 | $87.34 | $698,108.62 |
DisclosureSEC source: 0001326160-21-000078 · wf-form4_161437844415381.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,176 Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 21:21 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,026 | $88.43 | $90,729.18 |
DisclosureSEC source: 0001326160-21-000057 · wf-form4_161411523907526.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,183 Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 23:03 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionPerformance Shares · Derivative | 16,947 | $0.00 Strike: $93.32 | $0.00 |
DisclosureSEC source: 0001326160-21-000039 · wf-form4_161308458385467.xml · derivative · entry 4 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,947 Underlying: Common Stock · 16,947 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 23:03 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 5,966 | $93.32 | $556,747.12 |
DisclosureSEC source: 0001326160-21-000039 · wf-form4_161308458385467.xml · nonDerivative · entry 2 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,209 Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 23:03 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionCommon Stock | 16,947 | $93.32 | $1,581,494.04 |
DisclosureSEC source: 0001326160-21-000039 · wf-form4_161308458385467.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,175 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 |
| July 27, 2020 Filed Jul 29, 2020 20:26 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 254 | $82.50 | $20,955.00 |
DisclosureSEC source: 0001326160-20-000192 · wf-form4_159605418495921.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,228 F1 · balance_after: Executed pursuant to a Rule 10b5-1 Plan which was previously entered into by Mr. Young. Read SEC document |
| June 26, 2020 Filed Jun 29, 2020 20:32 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 265 | $79.35 | $21,027.75 |
DisclosureSEC source: 0001326160-20-000181 · wf-form4_159346265892105.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,482 F1 · balance_after: Executed pursuant to a Rule 10b5-1 Plan which was previously entered into by Mr. Young. Read SEC document |
| May 26, 2020 Filed May 27, 2020 20:20 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 253 | $84.46 | $21,368.38 |
DisclosureSEC source: 0001326160-20-000167 · wf-form4_159061080793881.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,747 F1 · balance_after: Executed pursuant to a Rule 10b5-1 Plan which was previously entered into by Mr. Young. Read SEC document |
| April 27, 2020 Filed Apr 29, 2020 20:14 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 246 | $86.28 | $21,224.88 |
DisclosureSEC source: 0001326160-20-000119 · wf-form4_158819122680245.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,000 F1 · balance_after: Executed pursuant to a Rule 10b5-1 Plan which was previously entered into by Mr. Young. Read SEC document |
| March 26, 2020 Filed Mar 27, 2020 20:18 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 282 | $75.01 | $21,152.82 |
DisclosureSEC source: 0001326160-20-000107 · wf-form4_158534026929862.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,246 F1 · balance_after: Executed pursuant to a Rule 10b5-1 Plan which was previously entered into by Mr. Young. Read SEC document |
| February 28, 2020 Filed Mar 2, 2020 22:41 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 949 | $91.70 | $87,023.30 |
DisclosureSEC source: 0001326160-20-000096 · wf-form4_158318887550825.xml · nonDerivative · entry 2 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,528 Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 22:41 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 925 | $94.99 | $87,865.75 |
DisclosureSEC source: 0001326160-20-000096 · wf-form4_158318887550825.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,477 Read SEC document |
| February 26, 2020 Filed Feb 27, 2020 21:14 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 212 | $99.29 | $21,049.48 |
DisclosureSEC source: 0001326160-20-000079 · wf-form4_158283803845512.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,402 F1 · balance_after: Executed pursuant to a Rule 10b5-1 Plan which was previously entered into by Mr. Young. Read SEC document |
| February 22, 2020 Filed Feb 25, 2020 21:16 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,400 | $102.43 | $143,402.00 |
DisclosureSEC source: 0001326160-20-000071 · wf-form4_158266534676532.xml · nonDerivative · entry 3 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,614 Read SEC document |
| February 22, 2020 Filed Feb 25, 2020 21:16 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionCommon Stock | 3,130 | $102.43 | $320,605.90 |
DisclosureSEC source: 0001326160-20-000071 · wf-form4_158266534676532.xml · nonDerivative · entry 2 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,014 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 21:16 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 873 | $102.43 | $89,421.39 |
DisclosureSEC source: 0001326160-20-000071 · wf-form4_158266534676532.xml · nonDerivative · entry 1 YOUNG STEVEN K · CIK 0001329406 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,884 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.