Lloyd M Yates's Net Worth

$11.5 Million

Estimate Recalculated Jun 12, 2025 09:46PM EST

Who is Lloyd M Yates

Lloyd M Yates has an estimated net worth of $11.5 Million. This is based on reported shares across multiple companies, which include NISOURCE INC., American Water Works Company, Inc., Duke Energy CORP, MARSH & MCLENNAN COMPANIES, INC., SONOCO PRODUCTS CO, and PROGRESS ENERGY INC.

SEC CIK

Lloyd M Yates's CIK is 0001311411

Past Insider Trading and Trends

2007 was Lloyd M Yates's most active year for acquiring shares with 18 total transactions. Lloyd M Yates's most active month to acquire stocks was the month of January. 2007 was Lloyd M Yates's most active year for disposing of shares, totalling 34 transactions. Lloyd M Yates's most active month to dispose stocks was the month of January. 2024 saw Lloyd M Yates paying a total of $1,936,604.90 for 64,229.19 shares, this is the most they've acquired in one year. In 2019 Lloyd M Yates cashed out on 40,632 shares for a total of $3,655,845.75, their largest year based on trade value.

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NISOURCE INC.

Director and President & CEO

Updated Jan 26, 2024

View Quote Details


Form 4	47.63%	62.60K	$25.56	$1.60M	Jan 26, 2024	194.02K	Grant	—	Jan 25
Form 4	43.84%	40.00K	$26.44	$1.06M	Aug 25, 2023	131.24K	Purchase	—	Aug 23
Form 4	66.57%	36.31K	$27.54	$1.00M	Jan 27, 2023	90.86K	Grant	—	Jan 26
Form 4	131.63%	30.75K	$29.27	$899.96K	Feb 01, 2022	54.11K	Grant	—	Jan 28
Form 4	34.41%	5.92K	$25.33	$150.00K	May 26, 2021	23.13K	Grant	—	May 25
Form 4	54.33%	5.97K	$23.05	$137.50K	May 21, 2020	16.94K	Grant	—	May 19
Form 4	9.80%	979.53	$27.69	$27.12K	Mar 11, 2020	10.98K	Grant	—	Mar 09
Form 3	—	—	—	—	Mar 11, 2020	10.00K	—	—	—

Showing 8 results

American Water Works Company, Inc.

Investor

Updated May 13, 2021

View Quote Details


Form 4	15.34%	936.00	—	—	May 13, 2021	7.04K	Grant	—	May 12
Form 4	107.41%	3.16K	$115.95	$231.90K	May 15, 2020	6.10K	Purchase	—	May 13
Form 4	47.05%	941.00	—	—	Jul 29, 2019	2.94K	Grant	—	Jul 25
Form 3	—	—	—	—	Jul 29, 2019	2.00K	—	—	—

Showing 4 results

Duke Energy CORP

EVPCust&DelivOps;PresCarolinas

Updated Aug 28, 2019

View Quote Details


Form 4	-38.29%	-20.00K	$90.81	-$1.82M	Aug 28, 2019	34.26K	Sale	—	Aug 26
Form 4	-8.92%	-5.12K	$88.20	-$451.32K	May 28, 2019	54.24K	Sale	—	May 23
Form 4	-1.61%	-940.00	$89.66	-$84.28K	Mar 04, 2019	59.34K	Tax	—	Feb 28
Form 4	4.65%	2.59K	$88.90	$234.03K	Feb 28, 2019	60.28K	Grant	—	Feb 26 - Feb 27
Form 4	-10.07%	-6.23K	$89.91	-$560.50K	Feb 26, 2019	57.68K	Tax	—	Feb 22 - Feb 24
Form 4	64.71%	24.33K	$89.59	$873.05K	Feb 15, 2019	63.92K	Options	—	Feb 13
Form 4	5.16%	2.56K	$75.69	$190.27K	Mar 02, 2018	54.09K	Grant	—	Feb 28
Form 4	-2.25%	-1.14K	$77.22	-$88.19K	Feb 27, 2018	51.53K	Tax	—	Feb 24 - Feb 25
Form 4	-1.13%	-580.00	$75.54	-$43.81K	Feb 26, 2018	52.67K	Tax	—	Feb 22
Form 4	10.13%	4.72K	$75.48	$356.49K	Feb 16, 2018	53.25K	Options	—	Feb 14
Form 4	-9.69%	-5.00K	$89.95	-$449.77K	Nov 14, 2017	48.50K	Sale	—	Nov 13
Form 4	10.30%	4.82K	$83.26	$401.42K	May 15, 2017	53.47K	Grant	—	May 12
Form 4	-10.72%	-6.78K	$82.00	-$555.71K	Feb 28, 2017	58.27K	Sale	—	Feb 24 - Feb 27
Form 4	10.11%	5.80K	$79.87	$463.57K	Feb 24, 2017	65.05K	Grant	—	Feb 22
Form 4	-2.83%	-1.67K	$76.44	-$127.88K	Feb 29, 2016	59.17K	Tax	—	Feb 25
Form 4	90.57%	28.08K	$74.95	$2.10M	Feb 26, 2016	60.85K	Options	—	Feb 24
Form 4	-4.97%	-2.00K	$74.65	-$149.31K	Feb 24, 2016	38.24K	Sale	—	Feb 23
Form 4	-12.77%	-5.89K	$76.11	-$448.43K	May 20, 2015	40.24K	Sale	—	May 19
Form 4	-0.99%	-459.00	$75.71	-$34.75K	Mar 18, 2015	47.83K	Tax	—	Mar 16
Form 4	31.67%	11.20K	$79.01	$561.13K	Feb 27, 2015	48.24K	Options	—	Feb 25
Form 4	-9.20%	-4.00K	$82.00	-$327.99K	Nov 12, 2014	41.12K	Sale	—	Nov 07
Form 4	-13.87%	-7.00K	$72.64	-$312.36K	Aug 27, 2014	45.11K	Sale	—	Aug 26
Form 4	-0.59%	-300.00	$72.24	-$21.67K	Aug 04, 2014	52.11K	Sale	Scheduled	Aug 01
Form 4	-0.59%	-300.00	$74.20	-$22.26K	Jul 02, 2014	52.41K	Sale	Scheduled	Jul 01
Form 4	-0.58%	-300.00	$70.95	-$21.28K	Jun 03, 2014	52.69K	Sale	Scheduled	Jun 02
Form 4	-0.58%	-300.00	$74.60	-$22.38K	May 05, 2014	52.99K	Sale	Scheduled	May 01
Form 4	-0.58%	-300.00	$71.39	-$21.42K	Apr 02, 2014	53.29K	Sale	Scheduled	Apr 01
Form 4	-5.73%	-3.16K	$70.70	-$223.13K	Mar 18, 2014	53.51K	Tax	—	Mar 14
Form 4	-0.54%	-300.00	$70.53	-$21.16K	Mar 04, 2014	56.66K	Sale	Scheduled	Mar 03
Form 4	0.47%	261.00	$71.03	$870.33K	Feb 27, 2014	56.96K	Options	—	Feb 25
Form 4	-0.69%	-300.00	$70.68	-$21.20K	Feb 05, 2014	44.71K	Sale	Scheduled	Feb 03
Form 4	-0.69%	-300.00	$69.23	-$20.77K	Jan 03, 2014	45.01K	Sale	—	Jan 02
Form 4	-0.68%	-300.00	$70.13	-$21.04K	Dec 04, 2013	45.29K	Sale	Scheduled	Dec 02
Form 4	-0.68%	-300.00	$71.96	-$21.59K	Nov 05, 2013	45.59K	Sale	Scheduled	Nov 01
Form 4	-0.67%	-300.00	$67.50	-$20.25K	Oct 02, 2013	45.89K	Sale	Scheduled	Oct 01
Form 4	-0.67%	-300.00	$65.94	-$19.78K	Sep 05, 2013	46.18K	Sale	Scheduled	Sep 03
Form 4	-16.22%	-8.69K	$71.22	-$618.83K	Aug 13, 2013	46.47K	Sale	—	Aug 09
Form 4	-11.57%	-7.00K	$72.44	-$507.10K	May 15, 2013	53.52K	Sale	—	May 14
Form 4	-3.36%	-2.10K	$69.95	-$147.17K	Mar 19, 2013	60.52K	Tax	—	Mar 16
Form 4	3.46%	2.10K	$69.11	$726.48K	Feb 27, 2013	64.14K	Options	—	Feb 25
Form 4	-8.75%	-5.00K	$64.91	-$324.56K	Sep 04, 2012	53.63K	Sale	—	Aug 30
Form 3	—	—	—	—	Jul 12, 2012	58.62K	—	—	—

Showing 42 results

MARSH & MCLENNAN COMPANIES, INC.

Investor

Updated Aug 19, 2024

View Quote Details


Form 4	2.58%	213.13	$219.25	$46.73K	Aug 19, 2024	8.47K	Acquisition	—	Aug 15
Form 4	13.32%	970.61	$206.06	$200.00K	Jun 04, 2024	8.26K	Grant	—	Jun 01
Form 4	3.11%	219.65	$204.95	$45.02K	May 17, 2024	7.29K	Acquisition	—	May 15
Form 4	3.33%	227.80	$196.91	$44.85K	Feb 20, 2024	7.07K	Acquisition	—	Feb 15
Form 4	3.39%	224.11	$199.44	$44.70K	Nov 17, 2023	6.84K	Acquisition	—	Nov 15
Form 4	3.63%	231.73	$192.17	$44.53K	Aug 17, 2023	6.61K	Acquisition	—	Aug 15
Form 4	22.16%	1.16K	$172.77	$200.00K	Jun 02, 2023	6.38K	Grant	—	Jun 01
Form 4	4.48%	223.93	$180.64	$40.45K	May 17, 2023	5.22K	Acquisition	—	May 15
Form 4	4.95%	235.93	$170.86	$40.31K	Feb 17, 2023	5.00K	Acquisition	—	Feb 15
Form 4	5.33%	240.99	$166.68	$40.17K	Nov 17, 2022	4.77K	Acquisition	—	Nov 15
Form 4	5.43%	233.02	$171.80	$40.03K	Aug 17, 2022	4.52K	Acquisition	—	Aug 15
Form 4	38.37%	1.19K	$159.69	$190.00K	Jun 02, 2022	4.29K	Grant	—	Jun 01
Form 4	0.34%	10.62	$155.64	$1.65K	May 17, 2022	3.10K	Acquisition	—	May 13
Form 4	0.35%	10.83	$152.10	$1.65K	Feb 16, 2022	3.09K	Acquisition	—	Feb 15
Form 4	0.32%	9.89	$166.02	$1.64K	Nov 16, 2021	3.08K	Acquisition	—	Nov 15
Form 4	0.35%	10.82	$151.31	$1.64K	Aug 17, 2021	3.07K	Acquisition	—	Aug 12
Form 4	81.72%	1.38K	$138.12	$190.00K	Jun 03, 2021	3.06K	Grant	—	Jun 01
Form 4	0.35%	5.82	$134.01	$779.91	May 18, 2021	1.68K	Acquisition	—	May 14
Form 4	0.41%	6.87	$113.07	$776.83	Feb 17, 2021	1.68K	Acquisition	—	Feb 12
Form 4	-20.58%	-6.65K	$113.80	-$766.01K	Nov 17, 2020	25.67K	Sale	—	Nov 13 - Nov 16
Form 4	0.40%	6.60	$116.70	$770.19	Aug 18, 2020	1.66K	Acquisition	—	Aug 14
Form 4	—	1.66K	$105.60	$175.00K	Jun 03, 2020	32.32K	Grant	—	Jun 01
Form 4	6.36%	1.83K	$95.41	$174.97K	Jun 04, 2019	30.66K	Grant	—	Jun 01
Form 4	8.16%	2.17K	$80.45	$174.98K	Jun 05, 2018	28.82K	Grant	—	Jun 01
Form 4	8.40%	2.06K	$77.46	$159.95K	Jun 02, 2017	26.65K	Grant	—	Jun 01
Form 4	10.94%	2.42K	$65.96	$159.95K	Jun 03, 2016	24.58K	Grant	—	Jun 01
Form 4	12.09%	2.39K	$58.56	$139.96K	Jun 02, 2015	22.16K	Grant	—	Jun 01
Form 4	17.89%	3.00K	$58.92	$176.76K	May 28, 2015	19.77K	Purchase	—	May 27
Form 4	19.97%	2.79K	$50.14	$139.99K	Jun 03, 2014	16.77K	Grant	—	Jun 01
Form 4	27.00%	2.97K	$40.37	$119.98K	Jun 04, 2013	13.98K	Grant	—	Jun 01
Form 4	57.10%	4.00K	$37.32	$149.28K	Mar 26, 2013	11.01K	Purchase	—	Mar 22
Form 4	115.78%	3.76K	$31.92	$119.99K	Jun 05, 2012	7.01K	Grant	—	Jun 01
Form 4	—	3.25K	$30.80	$100.00K	Jun 03, 2011	3.25K	Grant	—	Jun 01
Form 3	—	—	—	—	May 19, 2011	—	—	—	—

Showing 34 results

SONOCO PRODUCTS CO

Investor

Updated Mar 14, 2022

View Quote Details


Form 4	0.81%	45.50	$55.49	$2.52K	Mar 14, 2022	5.65K	Grant	—	Mar 10
Form 4	19.45%	913.20	$57.49	$52.50K	Jan 05, 2022	5.61K	Grant	—	Jan 03
Form 4	0.75%	35.00	$59.89	$2.10K	Dec 14, 2021	4.70K	Grant	—	Dec 10
Form 4	13.11%	540.20	$60.16	$32.50K	Oct 05, 2021	4.66K	Grant	—	Oct 01
Form 4	0.72%	29.30	$62.87	$1.84K	Sep 13, 2021	4.12K	Grant	—	Sep 10
Form 4	13.53%	487.40	$66.68	$32.50K	Jul 06, 2021	4.09K	Grant	—	Jul 01
Form 4	0.67%	24.10	$66.85	$1.61K	Jun 14, 2021	3.60K	Grant	—	Jun 10
Form 4	16.53%	507.80	$64.00	$32.50K	Apr 05, 2021	3.58K	Grant	—	Apr 01
Form 4	0.72%	21.90	$62.69	$1.37K	Mar 12, 2021	3.07K	Grant	—	Mar 10
Form 4	22.32%	556.50	$58.40	$32.50K	Jan 06, 2021	3.05K	Grant	—	Jan 04
Form 4	0.69%	17.20	$61.68	$1.06K	Dec 14, 2020	2.49K	Grant	—	Dec 10
Form 4	34.14%	630.10	$51.58	$32.50K	Oct 05, 2020	2.48K	Grant	—	Oct 01
Form 4	0.81%	14.80	$53.14	$786.47	Sep 14, 2020	1.85K	Grant	—	Sep 10
Form 4	52.03%	626.60	$51.87	$32.50K	Jul 09, 2020	1.83K	Grant	—	Jul 01
Form 4	1.14%	13.60	$53.41	$726.38	Jun 12, 2020	1.20K	Grant	—	Jun 10
Form 4	150.06%	714.60	$45.48	$32.50K	Apr 06, 2020	1.19K	Grant	—	Apr 01
Form 4	0.85%	4.00	$50.73	$202.92	Mar 12, 2020	476.20	Grant	—	Mar 10
Form 4	—	472.20	$60.88	$28.75K	Jan 06, 2020	472.20	Grant	—	Jan 02
Form 3	—	—	—	—	Oct 23, 2019	4.00K	—	—	—

Showing 19 results

PROGRESS ENERGY INC

President & CEO major sub.

Updated Jul 05, 2012


Form 4	-100.00%	-114.73K	—	—	Jul 05, 2012	—	Disposition	—	Jul 02
Form 4	-0.06%	-39.00	$52.66	-$2.05K	Mar 26, 2012	67.29K	Tax	—	Mar 22
Form 4	-1.01%	-671.00	$52.97	-$35.54K	Mar 22, 2012	67.24K	Tax	—	Mar 21
Form 4	-2.18%	-1.47K	$52.91	-$77.98K	Mar 22, 2012	67.91K	Tax	—	Mar 20
Form 4	-1.74%	-1.20K	$53.52	-$64.17K	Mar 20, 2012	69.38K	Tax	—	Mar 19
Form 4	7.45%	4.78K	—	—	Mar 15, 2012	70.58K	Grant	—	Mar 13
Form 4	-7.37%	-5.10K	$53.13	-$270.97K	Mar 08, 2012	65.80K	Sale	—	Mar 07
Form 4	-3.46%	-2.48K	$53.68	-$132.96K	Feb 29, 2012	70.90K	Tax	—	Feb 28
Form 4	11.89%	7.62K	$33.80	$257.45K	Feb 23, 2012	73.38K	Grant	—	Feb 22
Form 4	-8.81%	-6.19K	$47.69	-$295.08K	May 11, 2011	65.70K	Sale	—	May 10
Form 4	-1.76%	-1.26K	$44.70	-$56.15K	Mar 23, 2011	71.89K	Tax	—	Mar 21 - Mar 22
Form 4	-1.73%	-1.26K	$44.33	-$55.67K	Mar 21, 2011	73.14K	Tax	—	Mar 17 - Mar 18
Form 4	15.07%	9.53K	$45.88	-$20.60K	Mar 16, 2011	74.40K	Grant	Scheduled	Mar 14 - Mar 15
Form 4	-5.69%	-3.81K	$45.31	-$172.82K	Feb 28, 2011	64.85K	Tax	—	Feb 24
Form 4	20.92%	11.60K	$42.41	$491.91K	Feb 23, 2011	68.66K	Grant	—	Feb 22
Form 4	-7.48%	-4.48K	$40.06	-$179.59K	May 17, 2010	56.78K	Sale	—	May 14
Form 4	-13.50%	-9.36K	$39.46	-$369.23K	Mar 25, 2010	61.19K	Tax	—	Mar 23 - Mar 24
Form 4	-0.74%	-516.00	$40.01	-$20.65K	Mar 23, 2010	70.55K	Tax	—	Mar 19
Form 4	-0.98%	-689.00	$39.69	-$27.35K	Mar 22, 2010	71.06K	Tax	—	Mar 18
Form 4	6.43%	4.26K	$38.83	-$31.49K	Mar 17, 2010	71.75K	Grant	Scheduled	Mar 15 - Mar 16
Form 4	27.37%	14.23K	$50.70	$721.56K	Mar 11, 2010	67.49K	Grant	—	Feb 23
Form 4	-6.17%	-3.42K	$35.76	-$122.26K	Mar 26, 2009	52.81K	Tax	—	Mar 24
Form 4	-1.27%	-711.00	$34.71	-$24.68K	Mar 23, 2009	56.23K	Tax	—	Mar 19
Form 4	23.45%	10.66K	$50.70	$540.72K	Mar 19, 2009	56.94K	Grant	—	Mar 17
Form 4	20.09%	7.61K	$33.54	-$26.76K	Mar 18, 2009	46.27K	Grant	Scheduled	Mar 16 - Mar 17
Form 4	-1.89%	-731.00	$32.07	-$23.44K	Mar 10, 2009	38.67K	Sale	Scheduled	Mar 09
Form 4	-11.22%	-4.88K	$41.91	-$204.43K	Mar 27, 2008	39.02K	Tax	—	Mar 25
Form 4	—	15.06K	$50.70	$763.64K	Mar 20, 2008	15.06K	Grant	—	Mar 18
Form 4	16.80%	4.09K	$41.89	-$29.45K	Mar 19, 2008	28.84K	Grant	Scheduled	Mar 17 - Mar 18
Form 4	129.50%	13.73K	—	—	Mar 22, 2007	24.36K	Grant	—	Mar 20
Form 4	-50.47%	-10.80K	$46.60	-$67.18K	Feb 20, 2007	34.30K	Sale	—	Feb 15
Form 4	-55.08%	-13.00K	$45.83	-$100.23K	Feb 20, 2007	34.30K	Sale	—	Feb 15
Form 4	-62.94%	-18.00K	$47.19	-$87.59K	Feb 20, 2007	34.30K	Sale	—	Feb 15
Form 4	-100.00%	-6.33K	$47.77	-$302.38K	Dec 04, 2006	10.60K	Disposition	—	Nov 30
Form 4	13.39%	15.00	$41.19	$617.85	May 22, 2006	22.76K	Grant	—	May 19
Form 4	-39.08%	-6.80K	$42.58	-$289.55K	May 11, 2006	16.51K	Sale	—	May 10
Form 4	14.29%	14.00	$43.14	$603.96	May 08, 2006	22.75K	Grant	—	May 05
Form 4	18.29%	15.00	$42.35	$635.25	Apr 24, 2006	22.41K	Grant	—	Apr 21
Form 4	-0.50%	-189.00	$44.59	-$8.43K	Apr 19, 2006	45.68K	Options	—	Apr 17
Form 4	22.39%	15.00	$42.80	$642.00	Apr 11, 2006	24.86K	Grant	—	Apr 07
Form 4	48.89%	22.00	$44.30	$974.49	Mar 28, 2006	24.84K	Grant	—	Mar 10 - Mar 24
Form 4/A	—	45.00	$43.45	$1.96K	Mar 28, 2006	45.00	Grant	—	Jan 13 - Feb 24
Form 4	35.47%	10.49K	$44.22	$463.06K	Mar 16, 2006	47.97K	Grant	—	Mar 14 - Mar 15
Form 4	63.00%	6.20K	$45.24	$280.49K	Dec 14, 2005	18.13K	Grant	—	Dec 13
Form 4	-9.94%	-1.04K	$42.54	-$44.37K	Apr 21, 2005	11.46K	Disposition	—	Apr 20
Form 4	70.51%	5.50K	$42.23	$232.25K	Mar 22, 2005	18.33K	Grant	—	Mar 18
Form 3	—	—	—	—	Jan 06, 2005	12.73K	—	—	—

Showing 47 results