Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Duke Energy CORPDUK · Entity 2925 | Advisor to the CEO | 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 | 12,554 |
Reported balance
After 2024-02-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-02-22 · Tax withholding · Disposed 193 · Balance 12,554 F1: Represents the number of shares withheld to pay taxes due upon vesting of 665 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: The number of shares reported as beneficially owned following the reported transaction has been reduced by two shares to reflect share rounding. |
| Common StockSEC Table I · non-derivative | Direct | 12,369 |
Reported balance
After 2024-02-23 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2024-02-23 · Tax withholding · Disposed 185 · Balance 12,369 F3: Represents the number of shares withheld to pay taxes due upon vesting of 638 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. |
| Common StockSEC Table I · non-derivative | Direct | 12,216 |
Reported balance
After 2024-02-24 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2024-02-24 · Tax withholding · Disposed 153 · Balance 12,216 F4: Represents the number of shares withheld to pay taxes due upon vesting of 526 RSUs related to a RSU award granted February 24, 2021. Such RSUs convert into common stock on a one-for-one basis. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares withheld to pay taxes due upon vesting of 665 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: The number of shares reported as beneficially owned following the reported transaction has been reduced by two shares to reflect share rounding.
F3: Represents the number of shares withheld to pay taxes due upon vesting of 638 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 526 RSUs related to a RSU award granted February 24, 2021. Such RSUs convert into common stock on a one-for-one basis.
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 17:51 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 153 | $92.73 | $14,187.69 |
DisclosureSEC source: 0001326160-24-000071 · wk-form4_1708987852.xml · nonDerivative · entry 3 REISING RONALD R · CIK 0001196680 · Advisor to the CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,216 F4 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 526 RSUs related to a RSU award granted February 24, 2021. Such RSUs convert into common stock on a one-for-one basis. Read SEC document |
| February 23, 2024 Filed Feb 26, 2024 17:51 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 185 | $92.73 | $17,155.05 |
DisclosureSEC source: 0001326160-24-000071 · wk-form4_1708987852.xml · nonDerivative · entry 2 REISING RONALD R · CIK 0001196680 · Advisor to the CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,369 F3 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 638 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 17:51 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 193 | $92.13 | $17,781.09 |
DisclosureSEC source: 0001326160-24-000071 · wk-form4_1708987852.xml · nonDerivative · entry 1 REISING RONALD R · CIK 0001196680 · Advisor to the CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,554 F1 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 665 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: The number of shares reported as beneficially owned following the reported transaction has been reduced by two shares to reflect share rounding. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 14:02 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,424 | $95.25 | $135,636.00 |
DisclosureSEC source: 0001326160-24-000025 · wk-form4_1707332537.xml · nonDerivative · entry 2 REISING RONALD R · CIK 0001196680 · Advisor to the CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,749 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 14:02 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 4,791 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-24-000025 · wk-form4_1707332537.xml · nonDerivative · entry 1 REISING RONALD R · CIK 0001196680 · Advisor to the CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,173 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 |
| May 22, 2023 Filed May 23, 2023 16:24 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 158 | $91.97 | $14,531.26 |
DisclosureSEC source: 0001326160-23-000156 · wf-form4_168487346233953.xml · nonDerivative · entry 1 REISING RONALD R · CIK 0001196680 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,376 F1 · kind: Represents the number of shares withheld to pay taxes due upon vesting of 541 restricted stock units related to a restricted stock unit award granted May 22, 2020. Such restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 24, 2023 Filed Feb 27, 2023 16:26 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 154 | $96.92 | $14,925.68 |
DisclosureSEC source: 0001326160-23-000097 · wf-form4_167753317755364.xml · nonDerivative · entry 2 REISING RONALD R · CIK 0001196680 · SVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,534 F2 · kind: Represents the number of shares withheld to pay taxes due upon vesting of 526 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 16:26 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 187 | $96.84 | $18,109.08 |
DisclosureSEC source: 0001326160-23-000097 · wf-form4_167753317755364.xml · nonDerivative · entry 1 REISING RONALD R · CIK 0001196680 · SVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,688 F1 · kind: Represents the number of shares withheld to pay taxes due upon vesting of 638 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 16:22 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 1,996 | $97.47 | $194,550.12 |
DisclosureSEC source: 0001326160-23-000071 · wf-form4_167727374086289.xml · nonDerivative · entry 1 REISING RONALD R · CIK 0001196680 · SVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,875 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 06, 2023 Filed Feb 8, 2023 17:04 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,500 | $101.81 | $152,715.00 |
DisclosureSEC source: 0001326160-23-000027 · wf-form4_167589382524359.xml · nonDerivative · entry 2 REISING RONALD R · CIK 0001196680 · SVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,879 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 17:04 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 5,041 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-23-000027 · wf-form4_167589382524359.xml · nonDerivative · entry 1 REISING RONALD R · CIK 0001196680 · SVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,374 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 |
| May 22, 2022 Filed May 23, 2022 16:31 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 160 | $109.83 | $17,572.80 |
DisclosureSEC source: 0001326160-22-000218 · wf-form4_165333786788873.xml · nonDerivative · entry 1 REISING RONALD R · CIK 0001196680 · SVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,333 Read SEC document |
| May 17, 2022 Filed May 19, 2022 16:22 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 3,706 | $109.10 | $404,324.60 |
DisclosureSEC source: 0001326160-22-000217 · wf-form4_165299175448815.xml · nonDerivative · entry 1 REISING RONALD R · CIK 0001196680 · SVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,493 F1 · balance_after: Amount increased due to dividend reinvestment. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 15:38 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 181 | $97.04 | $17,564.24 |
DisclosureSEC source: 0001326160-22-000119 · wf-form4_164608066394561.xml · nonDerivative · entry 1 REISING RONALD R · CIK 0001196680 · SVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,196 Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 17:28 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 1,915 | $97.67 | $187,038.05 |
DisclosureSEC source: 0001326160-22-000095 · wf-form4_164582808211777.xml · nonDerivative · entry 1 REISING RONALD R · CIK 0001196680 · SVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,377 Read SEC document |
| May 22, 2021 Filed May 25, 2021 16:29 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 161 | $102.86 | $16,560.46 |
DisclosureSEC source: 0001326160-21-000189 · wf-form4_162197454115986.xml · nonDerivative · entry 1 REISING RONALD R · CIK 0001196680 · SVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,462 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.