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 | 28,780 | reported | 28 Feb 2019 | tx 9+31,419−3,412 |
| ATMOS ENERGY CORP | 9,313.3 | reported | 06 Mar 2026 | tx 10+11,638.73 |
| PIEDMONT NATURAL GAS CO INC | 0 | reported | 03 Oct 2016 | tx 19+70,615.015−108,073.38 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 Mar 2026 | GRANT_AWARD | ATMOS ENERGY CORP | 920.26 | 184.73 USD | deriv |
| 07 Mar 2025 | GRANT_AWARD | ATMOS ENERGY CORP | 1,082.95 | 147.75 USD | deriv |
| 08 Mar 2024 | GRANT_AWARD | ATMOS ENERGY CORP | 1,293.55 | 115.96 USD | deriv |
| 10 Mar 2023 | GRANT_AWARD | ATMOS ENERGY CORP | 1,367.12 | 109.72 USD | deriv |
| 11 Mar 2022 | GRANT_AWARD | ATMOS ENERGY CORP | 1,322.69 | 113.41 USD | deriv |
| 05 Mar 2021 | GRANT_AWARD | ATMOS ENERGY CORP | 1,652.16 | 90.79 USD | deriv |
| 04 Feb 2021 | PURCHASE | ATMOS ENERGY CORP | 500 | 87.80 USD | |
| 26 Aug 2020 | PURCHASE | ATMOS ENERGY CORP | 1,500 | 99.48 USD | |
| 15 May 2020 | PURCHASE | ATMOS ENERGY CORP | 1,000 | 92.30 USD | first after silence |
| 01 May 2020 | GRANT_AWARD | ATMOS ENERGY CORP | 1,000 | 99.97 USD | deriv |
| 28 Feb 2019 | TAX_WITHHOLDING | Duke Energy CORP | 305 | 89.66 USD | |
| 27 Feb 2019 | GRANT_AWARD | Duke Energy CORP | 2,671 | 89.28 USD | |
| 22 Feb 2019 | TAX_WITHHOLDING | Duke Energy CORP | 273 | 89.91 USD | |
| 31 Oct 2018 | TAX_WITHHOLDING | Duke Energy CORP | 2,527 | 82.63 USD | |
| 28 Feb 2018 | GRANT_AWARD | Duke Energy CORP | 3,073 | 75.34 USD | |
| 22 Feb 2018 | TAX_WITHHOLDING | Duke Energy CORP | 307 | 75.54 USD | |
| 22 Feb 2017 | GRANT_AWARD | Duke Energy CORP | 2,761 | 79.87 USD | |
| 18 Nov 2016 | PURCHASE | Duke Energy CORP | 14,850 | 74.00 USD | first after silence |
| 03 Oct 2016 | OTHER | PIEDMONT NATURAL GAS CO INC | 3,150.23 | — | |
| 03 Oct 2016 | OTHER | PIEDMONT NATURAL GAS CO INC | 99,948.15 | — | |
| 03 Oct 2016 | GRANT_AWARD | Duke Energy CORP | 8,064 | 79.09 USD | |
| 15 Dec 2015 | GRANT_AWARD | PIEDMONT NATURAL GAS CO INC | 10,094 | 0.00 USD | |
| 11 Dec 2015 | GRANT_AWARD | PIEDMONT NATURAL GAS CO INC | 5,668 | 57.35 USD | |
| 11 Dec 2014 | GRANT_AWARD | PIEDMONT NATURAL GAS CO INC | 5,840 | 38.24 USD | |
| 09 Sept 2014 | GRANT_AWARD | PIEDMONT NATURAL GAS CO INC | 6,000 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 15 May 2020.