Yates Lloyd M
CIK: 0001311411
Primary company: PROGRESS ENERGY INC (PGN)
Yates Lloyd M is a corporate insider at PROGRESS ENERGY INC (PGN) filing SEC Form 4 transactions. 296 transactions across 6 companies, totaling $1,615,534 in purchases and $11,302,822 in sales. Source: SEC EDGAR.
AI Insider Summary
Lloyd M. Yates displayed contrasting portfolio moves in 2026: accumulating 43,658 executive shares at NiSource while liquidating 12,000 long-held shares at Marsh & McLennan for $2.11 million. The transaction marks his largest open-market sale in Marsh & McLennan in over a decade.
Companies
Transaction History
Source: SEC EDGAR Form 4 insider transaction filings.
Company | Type | Shares | Price | Value | Shares After | Date | SEC |
|---|---|---|---|---|---|---|---|
| Sale | 12,000 | $175.65 | $2.11M | 12,000 | 7/23/2026 Filed: 7/23/2026 | Filing → | |
| Award | 43,658 | $43.52 | $1.90M | 395,949 | 1/22/2026 Filed: 1/22/2026 | Filing → | |
MARSH & MCLENNAN COMPANIES, INC. MMC | Award | 197 | $183.28 | $36K | 10,491 | 11/15/2025 Filed: 11/18/2025 | Filing → |
MARSH & MCLENNAN COMPANIES, INC. MMC | J | 50 | $183.44 | $9K | 10,293 | 11/14/2025 Filed: 11/18/2025 | Filing → |
MARSH & MCLENNAN COMPANIES, INC. MMC | J | 43 | $208.06 | $9K | 10,243 | 8/15/2025 Filed: 8/18/2025 | Filing → |
MARSH & MCLENNAN COMPANIES, INC. MMC | Award | 174 | $208.06 | $36K | 10,200 | 8/15/2025 Filed: 8/18/2025 | Filing → |
MARSH & MCLENNAN COMPANIES, INC. MMC | Award | 929 | $231.27 | $215K | 10,026 | 6/1/2025 Filed: 6/3/2025 | Filing → |
| Sale | 16,127 | $38.93 | $628K | 351,747 | 5/16/2025 Filed: 5/19/2025 | Filing → | |
MARSH & MCLENNAN COMPANIES, INC. MMC | J | 32 | $222.22 | $7K | 9,096 | 5/15/2025 Filed: 5/15/2025 | Filing → |
MARSH & MCLENNAN COMPANIES, INC. MMC | Award | 180 | $222.22 | $40K | 9,063 | 5/15/2025 Filed: 5/15/2025 | Filing → |
| Tax Payment | 12,653 | $40.81 | $516K | 367,791 | 2/28/2025 Filed: 3/4/2025 | Filing → | |
| Tax Payment | 96,164 | $40.81 | $3.92M | 380,444 | 2/28/2025 Filed: 3/4/2025 | Filing → | |
| Award | 233,689 | $40.81 | $9.54M | 476,608 | 2/28/2025 Filed: 3/4/2025 | Filing → | |
MARSH & MCLENNAN COMPANIES, INC. MMC | Award | 173 | - | - | 8,883 | 2/15/2025 Filed: 2/19/2025 | Filing → |
MARSH & MCLENNAN COMPANIES, INC. MMC | J | 30 | - | - | 8,710 | 2/14/2025 Filed: 2/19/2025 | Filing → |
| Award | 47,872 | $37.60 | $1.80M | 242,815 | 1/23/2025 Filed: 1/24/2025 | Filing → | |
MARSH & MCLENNAN COMPANIES, INC. MMC | J | 30 | $223.62 | $7K | 8,679 | 11/15/2024 Filed: 11/19/2024 | Filing → |
MARSH & MCLENNAN COMPANIES, INC. MMC | Award | 178 | $223.62 | $40K | 8,648 | 11/15/2024 Filed: 11/19/2024 | Filing → |
MARSH & MCLENNAN COMPANIES, INC. MMC | J | 30 | $219.25 | $7K | 8,469 | 8/15/2024 Filed: 8/19/2024 | Filing → |
MARSH & MCLENNAN COMPANIES, INC. MMC | Award | 182 | $219.25 | $40K | 8,438 | 8/15/2024 Filed: 8/19/2024 | Filing → |
Type
Sale
Shares
12,000
Price
$175.65
Value
$2.11M
Type
Award
Shares
43,658
Price
$43.52
Value
$1.90M
MARSH & MCLENNAN COMPANIES, INC.
MMC
Type
Award
Shares
197
Price
$183.28
Value
$36K
MARSH & MCLENNAN COMPANIES, INC.
MMC
Type
J
Shares
50
Price
$183.44
Value
$9K
MARSH & MCLENNAN COMPANIES, INC.
MMC
Type
J
Shares
43
Price
$208.06
Value
$9K
MARSH & MCLENNAN COMPANIES, INC.
MMC
Type
Award
Shares
174
Price
$208.06
Value
$36K
MARSH & MCLENNAN COMPANIES, INC.
MMC
Type
Award
Shares
929
Price
$231.27
Value
$215K
Type
Sale
Shares
16,127
Price
$38.93
Value
$628K
MARSH & MCLENNAN COMPANIES, INC.
MMC
Type
J
Shares
32
Price
$222.22
Value
$7K
MARSH & MCLENNAN COMPANIES, INC.
MMC
Type
Award
Shares
180
Price
$222.22
Value
$40K
Type
Tax Payment
Shares
12,653
Price
$40.81
Value
$516K
Type
Tax Payment
Shares
96,164
Price
$40.81
Value
$3.92M
Type
Award
Shares
233,689
Price
$40.81
Value
$9.54M
MARSH & MCLENNAN COMPANIES, INC.
MMC
Type
Award
Shares
173
Price
-
Value
-
MARSH & MCLENNAN COMPANIES, INC.
MMC
Type
J
Shares
30
Price
-
Value
-
Type
Award
Shares
47,872
Price
$37.60
Value
$1.80M
MARSH & MCLENNAN COMPANIES, INC.
MMC
Type
J
Shares
30
Price
$223.62
Value
$7K
MARSH & MCLENNAN COMPANIES, INC.
MMC
Type
Award
Shares
178
Price
$223.62
Value
$40K
MARSH & MCLENNAN COMPANIES, INC.
MMC
Type
J
Shares
30
Price
$219.25
Value
$7K
MARSH & MCLENNAN COMPANIES, INC.
MMC
Type
Award
Shares
182
Price
$219.25
Value
$40K
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