Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Duke Energy CORP | 7,839 | reported | 05 Apr 2017 | tx 75+83,796.31−51,662 |
| PHOENIX COMPANIES INC/DE | 0 | reported | 20 Jun 2016 | tx 42+127,758.894−8,105.41 |
| DUKE ENERGY CORP | 0 | reported | 03 Apr 2006 | tx 33+6,103−73,063 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Apr 2017 | GRANT_AWARD | Duke Energy CORP | 380 | 82.87 USD | deriv |
| 31 Aug 2016 | SALE | Duke Energy CORP | 15,180 | 79.66 USD | deriv |
| 20 Jun 2016 | OTHER | PHOENIX COMPANIES INC/DE | 2,750 | — | |
| 20 Jun 2016 | OTHER | PHOENIX COMPANIES INC/DE | 5,355.41 | — | deriv |
| 05 May 2016 | GRANT_AWARD | Duke Energy CORP | 1,558.99 | 80.18 USD | deriv |
| 07 May 2015 | GRANT_AWARD | Duke Energy CORP | 1,627.39 | 76.81 USD | deriv |
| 22 Dec 2014 | GRANT_AWARD | Duke Energy CORP | 490 | 83.61 USD | deriv |
| 17 Dec 2014 | GRANT_AWARD | PHOENIX COMPANIES INC/DE | 41.73 | 0.00 USD | deriv |
| 03 Oct 2014 | GRANT_AWARD | Duke Energy CORP | 482 | 75.17 USD | deriv |
| 01 Oct 2014 | GRANT_AWARD | PHOENIX COMPANIES INC/DE | 125.4 | 0.00 USD | deriv |
| 02 Jul 2014 | GRANT_AWARD | Duke Energy CORP | 467 | 72.22 USD | deriv |
| 01 Jul 2014 | GRANT_AWARD | PHOENIX COMPANIES INC/DE | 141.07 | 0.00 USD | deriv |
| 01 May 2014 | GRANT_AWARD | Duke Energy CORP | 1,676.05 | 74.58 USD | deriv |
| 04 Apr 2014 | GRANT_AWARD | Duke Energy CORP | 500 | 70.49 USD | deriv |
| 01 Apr 2014 | GRANT_AWARD | PHOENIX COMPANIES INC/DE | 126.58 | 0.00 USD | deriv |
| 31 Dec 2013 | GRANT_AWARD | Duke Energy CORP | 917 | 69.01 USD | deriv |
| 02 Jan 2014 | GRANT_AWARD | PHOENIX COMPANIES INC/DE | 116.36 | 0.00 USD | deriv |
| 19 Dec 2013 | GRANT_AWARD | PHOENIX COMPANIES INC/DE | 10.71 | 0.00 USD | deriv |
| 01 Oct 2013 | GRANT_AWARD | PHOENIX COMPANIES INC/DE | 185.19 | 0.00 USD | deriv |
| 30 Sept 2013 | GRANT_AWARD | Duke Energy CORP | 797 | 66.78 USD | deriv |
| 01 Jul 2013 | GRANT_AWARD | PHOENIX COMPANIES INC/DE | 162.98 | 0.00 USD | deriv |
| 28 Jun 2013 | GRANT_AWARD | Duke Energy CORP | 989 | 67.50 USD | deriv |
| 02 May 2013 | GRANT_AWARD | Duke Energy CORP | 1,671.57 | 74.78 USD | deriv |
| 01 Apr 2013 | GRANT_AWARD | PHOENIX COMPANIES INC/DE | 233.26 | 0.00 USD | deriv |
| 29 Mar 2013 | GRANT_AWARD | Duke Energy CORP | 947 | 72.59 USD | deriv |