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 — NI
Reported shares owned immediately after each Form 4 transaction, over time.
Recent Filings — NI
| Date | Activity | Shares | Price | Owned After |
|---|---|---|---|---|
| 2026-05-21 | Open-market sale | 19,905 | $47.73 | 519,556.732 |
| 2026-02-27 | Tax withholding | 15,433 | $47.30 | 539,292.483 |
| 2026-02-27 | Tax withholding | 117,285 | $47.30 | 554,725.483 |
| 2026-02-27 | Grant / award | 275,962 | $47.30 | 672,010.483 |
| 2026-01-22 | Grant / award | 43,658 | $43.52 | 395,949.938 |
| 2025-05-16 | Open-market sale | 16,127 | $38.93 | 351,747.85 |
| 2025-02-28 | Tax withholding | 12,653 | $40.81 | 367,791.7 |
| 2025-02-28 | Tax withholding | 96,164 | $40.81 | 380,444.7 |
| 2025-02-28 | Grant / award | 233,689 | $40.81 | 476,608.7 |
| 2025-01-23 | Grant / award | 47,872 | $37.60 | 242,815.89 |
| 2024-01-25 | Grant / award | 62,598 | $25.56 | 194,018.4 |
| 2023-08-23 | Open-market buy | 40,000 | $26.44 | 131,242.48 |
| 2023-01-26 | Grant / award | 36,311 | $27.54 | 90,855.28 |
| 2022-01-28 | Grant / award | 30,747 | $29.27 | 54,106.15 |
| 2021-05-25 | Grant / award | 5,922 | $25.33 | 23,131.26 |
| 2020-05-19 | Grant / award | 5,965.29 | $23.05 | 16,944.83 |
| 2020-03-09 | Grant / award | 979.53 | $27.69 | 10,979.53 |
| 2020-03-09 | — | — | — | 10,000 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.