Lloyd M. Yates is President at PROGRESS ENERGY INC (PGN). They have made 29 open-market trades across 6 companies since 2006, most recently 2026-07-23.
CIK 0001311411
4 open-market purchases totalling $1.6M since 2013, against 25 sales. Too few scored purchases to measure a record yet.
| Ticker | Shares | Value |
|---|---|---|
| NI | 519,556 | $22.2M |
| DUK | 41,154 | $5.0M |
| MMC | 24,000 | $4.4M |
| MRSH | 12,000 | $2.3M |
| AWK | 7,036 | $949K |
| PGN | 65,589 | — |
| Total | $34.8M |
Shares reported on the most recent Form 4, priced at the 2026-07-24 close. 1 holding could not be priced and is excluded from the total.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| MRSH | SELL | 2026-07-23 | 2026-07-24 | $175.65 | $2.1M | +5.4% | +7.3% | — |
| NI | SELL | 2026-05-21 | 2026-05-26 | $47.73 | $950K | -1.7% | +0.9% | -13.8% |
| NI | SELL | 2025-05-16 | 2025-05-19 | $38.93 | $1.3M | -0.7% | -1.3% | +4.8% |
| NI | BUY | 2023-08-23 | 2023-08-25 | $26.44 | $1.1M | +0.3% | -0.1% | -2.4% |
| MMC | SELL | 2020-11-16 | 2020-11-17 | $115.17 | $1.5M | +0.5% | +4.1% | +0.4% |
| AWK | BUY | 2020-05-13 | 2020-05-15 | $115.95 | $232K | +2.6% | +7.2% | +21.5% |
| DUK | SELL | 2019-08-26 | 2019-08-28 | $90.81 | $3.0M | +1.3% | +3.8% | -4.9% |
| DUK | SELL | 2019-05-23 | 2019-05-28 | $88.20 | $451K | -0.4% | +1.3% | +4.5% |
| DUK | SELL | 2019-02-26 | 2019-02-28 | $88.51 | $310K | +1.0% | -0.4% | -4.2% |
| DUK | SELL | 2018-02-28 | 2018-03-02 | $76.05 | $570K | +2.4% | +2.5% | +2.6% |
| DUK | SELL | 2017-11-13 | 2017-11-14 | $89.95 | $450K | -2.7% | -4.2% | -15.9% |
| DUK | SELL | 2017-02-27 | 2017-02-28 | $82.01 | $410K | -1.2% | +0.5% | +4.7% |
| DUK | SELL | 2016-02-23 | 2016-02-24 | $74.65 | $149K | +1.5% | +5.7% | +2.4% |
| MMC | BUY | 2015-05-27 | 2015-05-28 | $58.92 | $177K | -4.1% | -0.3% | -0.3% |
| DUK | SELL | 2015-05-19 | 2015-05-20 | $76.11 | $448K | +1.1% | +0.4% | +0.4% |
| DUK | SELL | 2014-11-07 | 2014-11-12 | $82.00 | $328K | +1.1% | +0.4% | +0.4% |
| DUK | SELL | 2014-08-26 | 2014-08-27 | $72.64 | $312K | +1.1% | +0.4% | +0.4% |
| DUK | SELL · 10b5-1 | 2014-08-01 | 2014-08-04 | $72.24 | $22K | +1.1% | +0.4% | +0.4% |
| DUK | SELL · 10b5-1 | 2014-07-01 | 2014-07-02 | $74.20 | $22K | +1.1% | +0.4% | +0.4% |
| DUK | SELL · 10b5-1 | 2014-06-02 | 2014-06-03 | $70.95 | $21K | +1.1% | +0.4% | +0.4% |
| DUK | SELL · 10b5-1 | 2014-05-01 | 2014-05-05 | $74.60 | $22K | +1.1% | +0.4% | +0.4% |
| DUK | SELL · 10b5-1 | 2014-04-01 | 2014-04-02 | $71.39 | $21K | +1.1% | +0.4% | +0.4% |
| DUK | SELL · 10b5-1 | 2014-03-03 | 2014-03-04 | $70.53 | $21K | +1.1% | +0.4% | +0.4% |
| DUK | SELL · 10b5-1 | 2014-02-03 | 2014-02-05 | $70.68 | $21K | +1.1% | +0.4% | +0.4% |
| DUK | SELL | 2014-01-02 | 2014-01-03 | $69.23 | $21K | +1.1% | +0.4% | +0.4% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.