Lloyd M Yates - Net Worth and Insider Trading

Lloyd M Yates Net Worth

The estimated net worth of Lloyd M Yates is at least $13 Million dollars as of 2024-03-28. Lloyd M Yates is the Director of Marsh & McLennan Companies Inc and owns about 24,001 shares of Marsh & McLennan Companies Inc (MMC) stock worth over $5 Million. Lloyd M Yates is the Director and President & CEO of NiSource Inc and owns about 131,242 shares of NiSource Inc (NI) stock worth over $4 Million. Lloyd M Yates is also the EVPCust&DelivOps;PresCarolinas of Duke Energy Corp and owns about 34,260 shares of Duke Energy Corp (DUK) stock worth over $3 Million. Besides these, Lloyd M Yates also holds American Water Works Co Inc (AWK) . Details can be seen in Lloyd M Yates's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Lloyd M Yates has not made any transactions after 2023-08-23 and currently still holds the listed stock(s).

Transaction Summary of Lloyd M Yates

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Lloyd M Yates Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Lloyd M Yates owns 6 companies in total, including Sonoco Products Co () , Marsh & McLennan Companies Inc () , and NiSource Inc () among others .

Click here to see the complete history of Lloyd M Yates’s form 4 insider trades.

Insider Ownership Summary of Lloyd M Yates

Ticker Comapny Transaction Date Type of Owner
Sonoco Products Co 2019-10-14 director
Marsh & McLennan Companies Inc 2020-11-16 director
NiSource Inc 2023-08-23 director
American Water Works Co Inc 2020-05-13 director
Duke Energy Corp 2019-08-26 Executive Vice President
Progress Energy, Inc. 2012-07-02 President & CEO of major sub.

Lloyd M Yates Latest Holdings Summary

Lloyd M Yates currently owns a total of 4 stocks. Among these stocks, Lloyd M Yates owns 24,001 shares of Marsh & McLennan Companies Inc (MMC) as of November 16, 2020, with a value of $5 Million and a weighting of 39.32%. Lloyd M Yates owns 131,242 shares of NiSource Inc (NI) as of August 23, 2023, with a value of $4 Million and a weighting of 28.61%. Lloyd M Yates also owns 34,260 shares of Duke Energy Corp (DUK) as of August 26, 2019, with a value of $3 Million and a weighting of 26.2%. The other 1 stocks American Water Works Co Inc (AWK) have a combined weighting of 5.87% among all his current holdings.

Latest Holdings of Lloyd M Yates

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
MMC Marsh & McLennan Companies Inc 2020-11-16 24,001 206.40 4,953,806
NI NiSource Inc 2023-08-23 131,242 27.47 3,605,218
DUK Duke Energy Corp 2019-08-26 34,260 96.34 3,300,608
AWK American Water Works Co Inc 2020-05-13 6,100 121.26 739,656

Holding Weightings of Lloyd M Yates


Lloyd M Yates Form 4 Trading Tracker

According to the SEC Form 4 filings, Lloyd M Yates has made a total of 1 transactions in Marsh & McLennan Companies Inc (MMC) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Marsh & McLennan Companies Inc is the sale of 6,658 shares on November 16, 2020, which brought Lloyd M Yates around $766,802.

According to the SEC Form 4 filings, Lloyd M Yates has made a total of 1 transactions in NiSource Inc (NI) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in NiSource Inc is the acquisition of 40,000 shares on August 23, 2023, which cost Lloyd M Yates around $1 Million.

According to the SEC Form 4 filings, Lloyd M Yates has made a total of 2 transactions in Duke Energy Corp (DUK) over the past 5 years, including 0 buys and 2 sells. The most-recent trade in Duke Energy Corp is the sale of 20,000 shares on August 26, 2019, which brought Lloyd M Yates around $2 Million.

More details on Lloyd M Yates's insider transactions can be found in the Insider Trading History of Lloyd M Yates table.

Insider Trading History of Lloyd M Yates

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Lloyd M Yates Trading Performance

GuruFocus tracks the stock performance after each of Lloyd M Yates's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Lloyd M Yates is 5.63%. GuruFocus also compares Lloyd M Yates's trading performance to market benchmark return within the same time period. The performance of stocks bought by Lloyd M Yates within 3 months outperforms 2 times out of 4 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Lloyd M Yates's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Lloyd M Yates

Average Relative Return

25.34%

Average relative return per transaction

Outperforming Transactions

100%

3 out of 3 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Relative Return(%) 2.18 5.63 12.33 25.34 16.83 12.33
Relative Return to S&P 500(%) 1.04 1.08 -0.2 3.82 2.66 1.75

Lloyd M Yates Ownership Network

Ownership Network List of Lloyd M Yates

No Data

Ownership Network Relation of Lloyd M Yates


Lloyd M Yates Owned Company Details

What does Sonoco Products Co do?

Who are the key executives at Sonoco Products Co?

Lloyd M Yates is the director of Sonoco Products Co. Other key executives at Sonoco Products Co include VP & Industrial Europe Adam Wood , VP & Global Flexible Packaging Russell K Grissett , and VP & Rigid Paper Containers & NA Haynes Ernest D Iii .

Sonoco Products Co () Insider Trades Summary

Over the past 18 months, Lloyd M Yates made no insider transaction in Sonoco Products Co (). Other recent insider transactions involving Sonoco Products Co () include a net sale of 8,977 shares made by Haynes Ernest D Iii , a net sale of 10,500 shares made by Jeffrey S Tomaszewski , and a net purchase of 10,000 shares made by Hill Robert R Jr .

In summary, during the past 3 months, insiders sold 16,826 shares of Sonoco Products Co () in total and bought 0 shares, with a net sale of 16,826 shares. During the past 18 months, 24,733 shares of Sonoco Products Co () were sold and 10,000 shares were bought by its insiders, resulting in a net sale of 14,733 shares.

Sonoco Products Co ()'s detailed insider trading history can be found in Insider Trading Tracker table.

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Sonoco Products Co Insider Transactions

No Available Data

Lloyd M Yates Mailing Address

Above is the net worth, insider trading, and ownership report for Lloyd M Yates. You might contact Lloyd M Yates via mailing address: 1n 2nd St, Hartsville Sc 29550.

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