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
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
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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.
Performance of Lloyd M Yates
Average Relative Return
25.34%
Outperforming Transactions
100%
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
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.
Sonoco Products Co Insider Transactions
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.