Lloyd M Yates's Net Worth

$8.72 Million

Estimate Recalculated Jun 12, 2024 04:50PM EST

Who is Lloyd M Yates?

Lloyd M Yates has an estimated net worth of $8.72 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 $1,600,004.88 for 62,598 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. (NI) Snapshot price: $25.09

Director and President & CEO

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
+47.63%
62.6K
$25.56
$1,600,004.88
194.02K
Jan 25
Form 4
+43.84%
40K
$26.44
$1,057,600.00
131.24K
Aug 23
Form 4
+66.57%
36.31K
$27.54
$1,000,004.94
90.86K
Jan 26
Form 4
+131.63%
30.75K
$29.27
$899,964.69
54.11K
Jan 28
Form 4
+34.41%
5.92K
$25.33
$150,004.26
23.13K
May 25
Form 4
+54.33%
5.97K
$23.05
$137,500.00
16.94K
May 19
Form 4
+9.80%
979.53
$27.69
$27,123.30
10.98K
Mar 9
Form 3
0
0
No matching records found

American Water Works Company, Inc. (AWK) Snapshot price: $121.515

Investor

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
+15.34%
936
7.04K
May 12
Form 4
+107.41%
3.16K
$115.95
$231,900.00
6.1K
May 13
Form 4
+47.05%
941
2.94K
Jul 25
Form 3
0
0
No matching records found

Duke Energy CORP (DUK) Snapshot price: $95

EVPCust&DelivOps;PresCarolinas

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
-38.29%
-20.00K
$90.81
-$1,816,267.56
32.23K
Aug 26
Form 4
-8.92%
-5.12K
$88.20
-$451,316.16
52.23K
May 23
Form 4
-1.61%
-940.00
$89.66
-$84,280.40
57.35K
Feb 28
Form 4
+4.65%
2.59K
$88.90
$234,026.98
58.29K
Feb 26 - Feb 27
Form 4
-10.07%
-6.23K
$89.91
-$560,498.94
55.7K
Feb 22 - Feb 24
Form 4
+18.67%
9.74K
$89.59
$873,054.55
61.93K
Feb 13
Form 4
+5.16%
2.56K
$75.69
$190,274.84
52.18K
Feb 28
Form 4
-2.25%
-1.14K
$77.22
-$88,185.24
49.62K
Feb 24 - Feb 25
Form 4
-1.13%
-580.00
$75.54
-$43,813.20
50.77K
Feb 22
Form 4
+10.13%
4.72K
$75.48
$356,492.04
51.34K
Feb 14
Form 4
-9.69%
-5.00K
$89.95
-$449,768.80
46.62K
Nov 13
Form 4
+10.30%
4.82K
$83.26
$401,415.74
51.62K
May 12
Form 4
-10.72%
-6.78K
$82.00
-$555,712.92
56.44K
Feb 24 - Feb 27
Form 4
+10.11%
5.8K
$79.87
$463,565.48
63.22K
Feb 22
Form 4
-2.83%
-1.67K
$76.44
-$127,884.12
57.42K
Feb 25
Form 4
+54.52%
20.85K
$74.95
$1,562,632.55
59.09K
Feb 24
Form 4
-4.97%
-2.00K
$74.65
-$149,308.00
38.24K
Feb 23
Form 4
-12.77%
-5.89K
$76.11
-$448,428.34
40.24K
May 19
Form 4
-0.99%
-459.00
$75.71
-$34,750.89
46.13K
Mar 16
Form 4
+18.00%
7.1K
$79.01
$561,129.02
46.56K
Feb 25
Form 4
-9.20%
-4.00K
$82.00
-$327,988.00
39.46K
Nov 7
Form 4
-13.87%
-7.00K
$72.64
-$312,360.60
43.46K
Aug 26
Form 4
-0.59%
-300.00
$72.24
-$21,672.00
50.46K
Scheduled
Aug 1
Form 4
-0.59%
-300.00
$74.20
-$22,260.00
50.76K
Scheduled
Jul 1
Form 4
-0.58%
-300.00
$70.95
-$21,285.00
51.06K
Scheduled
Jun 2
Form 4
-0.58%
-300.00
$74.60
-$22,380.00
51.36K
Scheduled
May 1
Form 4
-0.58%
-300.00
$71.39
-$21,417.00
51.66K
Scheduled
Apr 1
Form 4
-5.73%
-3.16K
$70.70
-$223,129.20
51.89K
Mar 14
Form 4
-0.54%
-300.00
$70.53
-$21,159.00
55.05K
Scheduled
Mar 3
Form 4
+28.43%
12.25K
$71.03
$870,330.59
55.35K
Feb 25
Form 4
-0.69%
-300.00
$70.68
-$21,204.00
43.09K
Scheduled
Feb 3
Form 4
-0.69%
-300.00
$69.23
-$20,769.00
43.4K
Jan 2
Form 4
-0.68%
-300.00
$70.13
-$21,039.00
43.7K
Scheduled
Dec 2
Form 4
-0.68%
-300.00
$71.96
-$21,588.00
43.99K
Scheduled
Nov 1
Form 4
-0.67%
-300.00
$67.50
-$20,250.00
44.3K
Scheduled
Oct 1
Form 4
-0.67%
-300.00
$65.94
-$19,782.00
44.59K
Scheduled
Sep 3
Form 4
-16.22%
-8.69K
$71.22
-$618,830.58
44.9K
Aug 9
Form 4
-11.57%
-7.00K
$72.44
-$507,105.00
53.52K
May 14
Form 4
-3.36%
-2.10K
$69.95
-$147,174.80
60.52K
Mar 16
Form 4
+20.17%
10.51K
$69.11
$726,484.32
62.63K
Feb 25
Form 4
-8.75%
-5.00K
$64.91
-$324,558.00
52.12K
Aug 30
Form 3
0
0
No matching records found

MARSH & MCLENNAN COMPANIES, INC. (MMC) Snapshot price: $195.78

Investor

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
0
0
Jun 1
Form 4
0
0
May 15
Form 4
0
0
Feb 15
Form 4
0
0
Nov 15
Form 4
0
0
Aug 15
Form 4
0
0
Jun 1
Form 4
0
0
May 15
Form 4
0
0
Feb 15
Form 4
0
0
Nov 15
Form 4
0
0
Aug 15
Form 4
0
0
Jun 1
Form 4
0
0
May 13
Form 4
0
0
Feb 15
Form 4
0
0
Nov 15
Form 4
0
0
Aug 12
Form 4
0
0
Jun 1
Form 4
0
0
May 14
Form 4
0
0
Feb 12
Form 4
-21.72%
-6.66K
$115.17
-$766,781.22
24K
Nov 13 - Nov 16
Form 4
0
0
Aug 14
Form 4
0
0
Jun 1
Form 4
+6.36%
1.83K
$95.41
$174,972.77
30.66K
Jun 1
Form 4
+8.16%
2.17K
$80.45
$174,978.75
28.82K
Jun 1
Form 4
+8.40%
2.06K
$77.46
$159,954.90
26.65K
Jun 1
Form 4
+10.94%
2.42K
$65.96
$159,953.00
24.58K
Jun 1
Form 4
+12.09%
2.39K
$58.56
$139,958.40
22.16K
Jun 1
Form 4
+17.89%
3K
$58.92
$176,757.90
19.77K
May 27
Form 4
+19.97%
2.79K
$50.14
$139,990.88
16.77K
Jun 1
Form 4
+27.00%
2.97K
$40.37
$119,979.64
13.98K
Jun 1
Form 4
+57.10%
4K
$37.32
$149,275.60
11.01K
Mar 22
Form 4
+115.78%
3.76K
$31.92
$119,987.28
7.01K
Jun 1
Form 4
3.25K
$30.80
$99,999.90
3.25K
Jun 1
Form 3
0
0
No matching records found

SONOCO PRODUCTS CO (SON) Snapshot price: $56.45

Investor

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
0
0
Mar 10
Form 4
0
0
Jan 3
Form 4
0
0
Dec 10
Form 4
0
0
Oct 1
Form 4
0
0
Sep 10
Form 4
0
0
Jul 1
Form 4
0
0
Jun 10
Form 4
0
0
Apr 1
Form 4
0
0
Mar 10
Form 4
0
0
Jan 4
Form 4
0
0
Dec 10
Form 4
0
0
Oct 1
Form 4
0
0
Sep 10
Form 4
0
0
Jul 1
Form 4
0
0
Jun 10
Form 4
0
0
Apr 1
Form 4
0
0
Mar 10
Form 4
0
0
Jan 2
Form 3
0
0
No matching records found