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Lloyd Yates Insider Profile

4 Followers
Lloyd Yates, EVPCust&DelivOps;PresCarolinas at Duke Energy, holds 16.94K shares in Nisource (Ticker: NI), holds 6.10K shares in American Water (Ticker: AWK), holds 34.26K shares in Duke Energy (Ticker: DUK).
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Lloyd Yates

Lloyd Yates
Duke Energy (DUK)
EVPCust&DelivOps;PresCarolinas

Ranked #20,632 out of 78,624 Corporate Insiders

Profitable Transactions

50%
10 out of 20 Profitable Transactions

Average Return

+3.00%
Average return per transaction
Time Frame
1 Year
Compare to
No Benchmark

Insider Holdings

$8M
43.28%
40.01%
11.58%
5.13%
0.00% Others
A breakdown of Lloyd Yates's holdings

Insider Roles

Marsh & Mclennan Companies
(MMC)
Director
Duke Energy
(DUK)
EVPCust&DelivOps;PresCarolinas
American Water
(AWK)
Director
Nisource
(NI)
Director
+1 other positions
Roles that Lloyd Yates holds in companies

Most Profitable Insider Trade

Stock:
Marsh & Mclennan Companies
(MMC)
Rating:Informative Buy
Date:Mar 26, 2013 - Mar 26, 2014
Return:+32.40%
The most profitable trade made by Lloyd Yates

Lloyd Yates's Trading History

Company Name
Last Transaction Date
Insider Position
Last Transaction
Last Transaction Amount
Holding Value
Duke Energy
Aug 28, 2019
EVPCust&DelivOps;PresCarolinas
Informative Sell
1.82M
$3.24M
American Water
May 15, 2020
Director
Uninformative Buy
$937.75K
Sonoco Products
Director
Nisource
May 21, 2020
Director
Uninformative Buy
137.49K
$415.30K
Marsh & Mclennan Companies
Jun 04, 2019
Director
Uninformative Buy
174.96K
$3.51M
PGNPQ
Paragon Offshore
Jul 05, 2012
Uninformative Sell
$0.00
List of latest transactions for each holding click on a transaction to see Lloyd Yates's performance on stock

Lloyd Yates insider profile FAQ

What is the percentage of profitable transactions made by Lloyd Yates?
The percentage of profitable transactions made by Lloyd Yates is 50%.
    What is the average return per transaction made by Lloyd Yates?
    The average return per transaction made by Lloyd Yates is 3.00%.
      What stocks does Lloyd Yates hold?
      Lloyd Yates holds: DUK, AWK, SON, NI, MMC, PGNPQ stocks.
        What was Lloyd Yates’s latest transaction?
        Lloyd Yates latest transaction was an Uninformative Buy of $137.49K.
          What was Lloyd Yates's most profitable transaction?
          Lloyd Yates’s most profitable transaction was an Informative Buy of MMC stock on March 26, 2013. The return on the trade was 32.40%.
            What is Lloyd Yates's role in Duke Energy?
            Lloyd Yates's role in Duke Energy is EVPCust&DelivOps;PresCarolinas.
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