SEC CIK 1311411
Yates Lloyd M
Reported ownership across 5 companies, sourced from SEC Form 4 filings and updated daily.
Current Positions
| Company | Shares Owned | As Of |
|---|---|---|
| NIview stock → | 519,556.732 | 2026-05-21 |
| DUKview stock → | 41,154 | 2019-08-26 |
| MRSHview stock → | 12,000.75 | 2026-07-23 |
| AWKview stock → | 7,036 | 2021-05-12 |
| SONview stock → | 4,000 | 2019-10-14 |
Position History — MRSH
Reported shares owned immediately after each Form 4 transaction, over time.
Recent Filings — MRSH
| Date | Activity | Shares | Price | Owned After |
|---|---|---|---|---|
| 2026-08-15 | Grant / award (derivative) | 223.73 | $188.44 | 12,679.57 |
| 2026-08-14 | J (derivative) | 64.85 | $189.15 | 12,455.84 |
| 2026-07-23 | Open-market sale | 12,000 | $175.65 | 12,000.75 |
| 2026-06-01 | Grant / award (derivative) | 1,349.82 | $159.28 | 12,390.99 |
| 2026-05-15 | J (derivative) | 60.27 | $160.60 | 11,041.17 |
| 2026-05-15 | Grant / award (derivative) | 225.72 | $160.60 | 10,980.9 |
| 2026-02-15 | Grant / award (derivative) | 208.92 | $173.51 | 10,755.18 |
| 2026-02-13 | J (derivative) | 54.59 | $172.98 | 10,546.26 |
| 2025-11-15 | Grant / award (derivative) | 197.78 | $183.28 | 10,491.67 |
| 2025-11-14 | J (derivative) | 50.26 | $183.44 | 10,293.89 |
| 2025-08-15 | J (derivative) | 43.37 | $208.06 | 10,243.63 |
| 2025-08-15 | Grant / award (derivative) | 174.23 | $208.06 | 10,200.26 |
| 2025-06-01 | Grant / award (derivative) | 929.65 | $231.27 | 10,026.03 |
| 2025-05-15 | Grant / award (derivative) | 180.01 | $222.22 | 9,063.8 |
| 2025-05-15 | J (derivative) | 32.58 | $222.22 | 9,096.38 |
| 2025-02-15 | Grant / award (derivative) | 173.69 | $230.29 | 8,883.79 |
| 2025-02-14 | J (derivative) | 30.72 | $230.28 | 8,710.1 |
| 2024-11-15 | J (derivative) | 30.87 | $223.62 | 8,679.38 |
| 2024-11-15 | Grant / award (derivative) | 178.88 | $223.62 | 8,648.51 |
| 2024-08-15 | Grant / award (derivative) | 182.44 | $219.25 | 8,438.94 |
| 2024-08-15 | J (derivative) | 30.69 | $219.25 | 8,469.63 |
| 2024-06-01 | Grant / award (derivative) | 970.61 | $206.06 | 8,256.5 |
| 2024-05-15 | Grant / award (derivative) | 195.17 | $204.95 | 7,261.41 |
| 2024-05-15 | J (derivative) | 24.48 | $204.95 | 7,285.89 |
| 2024-02-15 | J (derivative) | 24.66 | $196.91 | 7,066.24 |
| 2024-02-15 | Grant / award (derivative) | 203.14 | $196.91 | 7,041.58 |
| 2023-11-15 | Grant / award (derivative) | 200.56 | $199.44 | 6,814.89 |
| 2023-11-15 | J (derivative) | 23.55 | $199.44 | 6,838.44 |
| 2023-08-15 | J (derivative) | 23.58 | $192.17 | 6,614.33 |
| 2023-08-15 | Grant / award (derivative) | 208.15 | $192.17 | 6,590.75 |
| 2023-06-01 | Grant / award (derivative) | 1,157.61 | $172.77 | 6,382.6 |
| 2023-05-15 | Grant / award (derivative) | 207.6 | $180.64 | 5,208.66 |
| 2023-05-15 | J (derivative) | 16.33 | $180.64 | 5,224.99 |
| 2023-02-15 | J (derivative) | 16.45 | $170.86 | 5,001.06 |
| 2023-02-15 | Grant / award (derivative) | 219.48 | $170.86 | 4,984.61 |
| 2022-11-15 | Grant / award (derivative) | 224.98 | $166.68 | 4,749.12 |
| 2022-11-15 | J (derivative) | 16.01 | $166.68 | 4,765.13 |
| 2022-08-15 | Grant / award (derivative) | 218.28 | $171.80 | 4,509.4 |
| 2022-08-15 | J (derivative) | 14.74 | $171.80 | 4,524.14 |
| 2022-06-01 | Grant / award (derivative) | 1,189.84 | $159.69 | 4,291.12 |
| 2022-05-13 | J (derivative) | 10.62 | $155.64 | 3,101.28 |
| 2022-02-15 | J (derivative) | 10.83 | $152.10 | 3,090.66 |
| 2021-11-15 | J (derivative) | 9.89 | $166.02 | 3,079.83 |
| 2021-08-12 | J (derivative) | 10.82 | $151.31 | 3,069.94 |
| 2021-06-01 | Grant / award (derivative) | 1,375.67 | $138.12 | 3,059.12 |
| 2021-05-14 | J (derivative) | 5.82 | $134.01 | 1,683.45 |
| 2021-02-12 | J (derivative) | 6.87 | $113.08 | 1,677.63 |
| 2020-11-16 | Open-market sale | 6,658 | $115.17 | 24,000.75 |
| 2020-11-13 | J (derivative) | 6.88 | $112.43 | 1,670.76 |
| 2020-08-14 | J (derivative) | 6.6 | $116.70 | 1,663.88 |
| 2020-06-01 | Grant / award (derivative) | 1,657.28 | $105.60 | 1,657.28 |
| 2019-06-01 | Grant / award | 1,834 | $95.41 | 30,658.75 |
| 2018-06-01 | Grant / award | 2,175 | $80.45 | 28,824.75 |
| 2017-06-01 | Grant / award | 2,065 | $77.46 | 26,649.75 |
| 2016-06-01 | Grant / award | 2,425 | $65.96 | 24,584.75 |
| 2015-06-01 | Grant / award | 2,390 | $58.56 | 22,159.75 |
| 2015-05-27 | Open-market buy | 3,000 | $58.92 | 19,769.75 |
| 2014-06-01 | Grant / award | 2,792 | $50.14 | 16,769.75 |
| 2013-06-01 | Grant / award | 2,972 | $40.37 | 13,977.75 |
| 2013-03-22 | Open-market buy | 4,000 | $37.32 | 11,005.75 |
| 2012-06-01 | Grant / award | 3,759 | $31.92 | 7,005.75 |
| 2011-06-01 | Grant / award | 3,246.75 | $30.80 | 3,246.75 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.