| 2023-08-23 | NiSource Inc. NI | Director and President & CEO | 40,000 0.0097% | $26.44 | $1.06M | +0.16% | ||
| 2020-11-16 | Sale | Marsh & McLennan Companies, Inc. MMC | director | 13,316 0.0026% | $115.17 | $1.53M | +18.87% | |
| 2020-05-13 | American Water Works Company, Inc. AWK | director | 2,000 0.0011% | $115.95 | $231,900 | +28.33% | ||
| 2019-08-26 | Sale | Duke Energy Corporation DUK | EVPCust&DelivOpsPresCarolinas | 20,000 0.0027% | $90.81 | $1.82M | -1.21% | |
| 2019-05-23 | Sale | Duke Energy Corporation DUK | EVPCust&DelivOpsPresCarolinas | 5,117 0.0007% | $88.20 | $451,316 | +2.31% | |
| 2019-02-26 | Sale | Duke Energy Corporation DUK | EVPCust&DelivOpsPresCarolinas | 3,500 0.0005% | $88.51 | $309,778 | +2.47% | |
| 2018-02-28 | Sale | Duke Energy Corporation DUK | EVPCust&DelivOpsPresCarolinas | 3,746 0.0005% | $76.05 | $284,895 | +9.08% | |
| 2017-11-13 | Sale | Duke Energy Corporation DUK | EVPCust&DelivOpsPresCarolinas | 5,000 0.0007% | $89.95 | $449,769 | -8.16% | |
| 2017-02-27 | Sale | Duke Energy Corporation DUK | EVPCust&DelivOpsPresCarolinas | 5,000 0.0007% | $82.01 | $410,070 | +5.06% | |
| 2016-02-23 | Sale | Duke Energy Corporation DUK | EVPCust&DelivOpsPresCarolinas | 2,000 0.0003% | $74.65 | $149,308 | +7.02% | |
| 2015-05-27 | Marsh & McLennan Companies, Inc. MMC | director | 6,000 0.0011% | $58.92 | $353,516 | -2.38% | ||
| 2015-05-19 | Sale | Duke Energy Corporation DUK | EVPCust&DelivOpsPresCarolinas | 5,892 0.0009% | $76.11 | $448,428 | -3.02% | |
| 2014-11-07 | Sale | Duke Energy Corporation DUK | EVPCust&DelivOpsPresCarolinas | 4,000 0.0006% | $82.00 | $327,988 | -4.91% | |
| 2014-08-26 | Sale | Duke Energy Corporation DUK | EVPCust&DelivOpsPresCarolinas | 4,300 0.0006% | $72.64 | $312,361 | +8.58% | |
| 2014-08-01 | Sale | Duke Energy Corporation DUK | EVPCust&DelivOpsPresCarolinas | 300 <0.0001% | $72.24 | $21,672 | +8.61% | |
| 2014-07-01 | Sale | Duke Energy Corporation DUK | EVPCust&DelivOpsPresCarolinas | 300 <0.0001% | $74.20 | $22,260 | +7.58% | |
| 2014-06-02 | Sale | Duke Energy Corporation DUK | EVPCust&DelivOpsPresCarolinas | 300 <0.0001% | $70.95 | $21,285 | +11.8% | |
| 2014-05-01 | Sale | Duke Energy Corporation DUK | EVPCust&DelivOpsPresCarolinas | 300 <0.0001% | $74.60 | $22,380 | +6.17% | |
| 2014-04-01 | Sale | Duke Energy Corporation DUK | EVPCust&DelivOpsPresCarolinas | 300 <0.0001% | $71.39 | $21,417 | +8.42% | |
| 2014-03-03 | Sale | Duke Energy Corporation DUK | EVPCust&DelivOpsPresCarolinas | 300 <0.0001% | $70.53 | $21,159 | +7.15% |