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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 15-Aug-24 4:15 PM View:  | Nisource Inc. (NI) | 13-Aug-24 | Private Sale | 7,151 | $31.55 | $225,578.00 | (15%) 49.07K to 41.92K | |
| 03-Jul-24 1:33 PM View: | Nisource Inc. (NI) | 01-Jul-24 | Payment of Exercise | 9,422 | $28.70 | $270,411.00 | (16%) 58.5K to 49.07K | |
| 26-Jan-24 5:17 PM View: | Nisource Inc. (NI) | 24-Jan-24 | Grant | 11,974 | $25.18 | $301,505.00 | 26% 46.41K to 58.39K | (2%) |
| 09-Aug-23 4:30 PM View: | Nisource Inc. (NI) | 08-Aug-23 | Private Sale | 5,385 | $26.57 | $143,053.00 | (10%) 51.64K to 46.26K | |
| 05-Jul-23 5:44 PM View: | Nisource Inc. (NI) | 03-Jul-23 | Payment of Exercise | 4,694 | $27.42 | $128,709.00 | (8%) 56.34K to 51.64K | |
| 27-Jan-23 4:06 PM View: | Nisource Inc. (NI) | 25-Jan-23 | Grant | 9,355 | $27.58 | $258,011.00 | 20% 46.98K to 56.34K | |
| 05-Jul-22 5:53 PM View: | Nisource Inc. (NI) | 01-Jul-22 | Grant | 46,983 | $30.05 | $1,411,840.00 | 100% 0 to 46.98K | |
| 09-May-22 4:19 PM View: | Duke Energy Corp. (DUK) | 05-May-22 | Payment of Exercise | 99 | $110.05 | $10,895.00 | (< 1%) 10.03K to 9.93K | 5% |
| 01-Mar-22 10:00 PM View: | Duke Energy Corp. (DUK) | 27-Feb-22 | Payment of Exercise | 89 | $100.22 | $8,919.58 | (< 1%) 10.01K to 9.92K | (4%) |
| 28-Feb-22 3:36 PM View: | Duke Energy Corp. (DUK) | 24-Feb-22 | Payment of Exercise | 97 | $97.04 | $9,412.88 | (< 1%) 10.1K to 10.01K | (8%) |
| 25-Feb-22 5:27 PM View: | Duke Energy Corp. (DUK) | 23-Feb-22 | Grant | 2,972 | $97.67 | $290,275.00 | 42% 7.13K to 10.1K | |
| 22-Feb-22 10:00 PM View: | Duke Energy Corp. (DUK) | 19-Feb-22 | Payment of Exercise | 82 | $99.81 | $8,184.42 | (1%) 7.21K to 7.13K | (5%) |
| 10-Feb-22 4:41 PM View: | Duke Energy Corp. (DUK) | 08-Feb-22 | Payment of Exercise | 787 | $104.41 | $82,170.70 | (10%) 7.99K to 7.2K | (< 1%) |
| 10-Feb-22 4:41 PM View: | Duke Energy Corp. (DUK) | 08-Feb-22 | Option Exercise | 2,554 | $104.41 | $266,663.00 | 47% 5.44K to 7.99K | < 1% |
| 07-May-21 9:46 PM View: | Duke Energy Corp. (DUK) | 05-May-21 | Grant | 1,010 | $99.36 | $100,354.00 | 23% 4.31K to 5.32K | 3% |