Yates Lloyd M (CIK 0001311411)

Latest company ownership

Role: CEO
Shares held
351,747.85
Last filed at
May 19, 2025
Confidence Score
49.2
2025Q4
Confidence Score History
2023Q3 2025Q4
Shares held
7,036
Last filed at
May 13, 2021
Confidence Score
50.0
2025Q4
Confidence Score History
2020Q2 2025Q4
Shares held
197.78
Last filed at
Nov 18, 2025
Confidence Score
50.0
2025Q4
Confidence Score History
2020Q4 2025Q4

Recent buy/sell transactions

Exec date Filing date Company Role Signal Confidence Shares % of shares Under plan? Amount (USD)
May 16, 2025 May 19, 2025 NISOURCE INC. CEO Sell 20.0 -16,127 -4.38% $627.8K
Feb 28, 2025 Mar 4, 2025 NISOURCE INC. CEO Sell 100.0 +124,872 51.40% $4.4M
Aug 23, 2023 Aug 25, 2023 NISOURCE INC. CEO Buy 100.0 +40,000 43.84% $1.1M
Nov 16, 2020 Nov 17, 2020 MARSH & MCLENNAN COMPANIES, INC. Director Sell 20.0 -6,658 -21.72% $766.8K
May 13, 2020 May 15, 2020 American Water Works Company, Inc. Director Buy 95.0 +3,159 107.41% $231.9K
Aug 26, 2019 Aug 28, 2019 Duke Energy CORP EVPCust&DelivOps;PresCarolinas Sell 17.5 -20,000 -36.86% $1.8M
May 23, 2019 May 28, 2019 Duke Energy CORP EVPCust&DelivOps;PresCarolinas Sell 20.0 -5,117 -8.62% $451.3K
Feb 28, 2019 Mar 4, 2019 Duke Energy CORP EVPCust&DelivOps;PresCarolinas Sell 22.5 -940 -1.56% $84.3K
Feb 26, 2019 Feb 28, 2019 Duke Energy CORP EVPCust&DelivOps;PresCarolinas Sell 90.0 +2,591 4.49% $309.8K
Feb 22, 2019 Feb 26, 2019 Duke Energy CORP EVPCust&DelivOps;PresCarolinas Sell 20.0 -6,234 -9.75% $560.5K
Feb 13, 2019 Feb 15, 2019 Duke Energy CORP EVPCust&DelivOps;PresCarolinas Sell 20.0 -4,841 -7.04% $433.7K
Feb 28, 2018 Mar 2, 2018 Duke Energy CORP EVPCust&DelivOps;PresCarolinas Sell 90.0 +2,561 4.97% $284.9K
Feb 24, 2018 Feb 27, 2018 Duke Energy CORP EVPCust&DelivOps;PresCarolinas Sell 22.5 -1,142 -2.17% $88.2K
Feb 22, 2018 Feb 26, 2018 Duke Energy CORP EVPCust&DelivOps;PresCarolinas Sell 26.3 -580 -1.09% $43.8K