Lloyd M Yates's Net Worth
$11.5 Million
Estimate Recalculated Nov 7, 2024 11:48AM 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. (NI) Snapshot price: $33
Director and President & CEO
Form Type
|
Δ Own
|
Qty.
|
Price
|
Size ($)
|
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: $143.94
Investor
Form Type
|
Δ Own
|
Qty.
|
Price
|
Size ($)
|
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: $115.0051
EVPCust&DelivOps;PresCarolinas
Form Type
|
Δ Own
|
Qty.
|
Price
|
Size ($)
|
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: $227.85
Investor
Form Type
|
Δ Own
|
Qty.
|
Price
|
Size ($)
|
Own
|
Filing Date
|
Type
|
Is Scheduled
|
Trade Dates
|
|---|---|---|---|---|---|---|---|---|---|
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 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: $55.02
Investor
Form Type
|
Δ Own
|
Qty.
|
Price
|
Size ($)
|
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 | |||||||||