| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Duke Energy CORP | Director, Chair | Common Stock | 16.8K | $1.9M | $113.07 | 08 Aug 2025 | Direct |
| WELLS FARGO & COMPANY/MN | Director | Common Stock, $1 2/3 Par Value | 27.1K | $1.8M | $66.33 | 29 Apr 2025 | Through Revocable Trust |
| WELLS FARGO & COMPANY/MN | Director | Common Stock, $1 2/3 Par Value | 27.1K | $1.56M | $57.51 | 30 Apr 2024 | Through Revocable Trust |
| WELLS FARGO & COMPANY/MN | Director | Common Stock Units | 14.1K | $1M | $71.10 | 29 Apr 2025 | Direct |
| WELLS FARGO & COMPANY/MN | Director | Common Stock Units | 10.1K | $599K | $59.32 | 30 Apr 2024 | Direct |
| WELLS FARGO & COMPANY/MN | Director | Common Stock, $1 2/3 Par Value | 6K | $398K | $66.33 | 29 Apr 2025 | Through Irrevocable Trust |
| WELLS FARGO & COMPANY/MN | Director | Common Stock, $1 2/3 Par Value | 6K | $345K | $57.51 | 30 Apr 2024 | Through Irrevocable Trust |
| WELLS FARGO & COMPANY/MN | Director | Common Stock, $1 2/3 Par Value | 89 | $5.12K | $57.51 | 30 Apr 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| DUK | Duke Energy CORP | 08 Aug 2025 | 1 | $0 | 4 | Director, Chair | 12 Aug 2025, 14:36 |
| DUK | Duke Energy CORP | 01 May 2025 | 1 | $295K | 4 | Director, Chair | 05 May 2025, 16:38 |
| WFC | WELLS FARGO & COMPANY/MN | 29 Apr 2025 | 1 | $265K | 4 | Director | 01 May 2025, 17:27 |
| DUK | Duke Energy CORP | 17 May 2024 | 1 | $0 | 4 | Director | 21 May 2024, 16:55 |
| DUK | Duke Energy CORP | 09 May 2024 | 1 | $175K | 4 | Director | 13 May 2024, 16:18 |
| WFC | WELLS FARGO & COMPANY/MN | 30 Apr 2024 | 1 | $240K | 4 | Director | 02 May 2024, 16:32 |
| DUK | Duke Energy CORP | 18 Aug 2023 | 2 | $0 | 4 | Director | 21 Aug 2023, 17:34 |
| DUK | Duke Energy CORP | 04 May 2023 | 1 | $175K | 4 | Director | 08 May 2023, 16:58 |
| WFC | WELLS FARGO & COMPANY/MN | 25 Apr 2023 | 1 | $240K | 4 | Director | 27 Apr 2023, 17:18 |
| WFC | WELLS FARGO & COMPANY/MN | 31 Dec 2022 | 2 | $0 | 5 | Director | 14 Feb 2023, 11:36 |
| DUK | Duke Energy CORP | 31 Dec 2022 | 2 | $0 | 5 | Director | 20 Jan 2023, 15:24 |
| DUK | Duke Energy CORP | 05 May 2022 | 1 | $175K | 4 | Director | 09 May 2022, 16:23 |
| WFC | WELLS FARGO & COMPANY/MN | 26 Apr 2022 | 1 | $0 | 4 | Director | 28 Apr 2022, 12:48 |
| DUK | Duke Energy CORP | 25 Apr 2022 | 1 | -$3.71K | 4 | Director | 15 Feb 2023, 15:29 |
| WFC | WELLS FARGO & COMPANY/MN | 23 Jun 2021 | 2 | $0 | 4 | Director | 02 Jul 2021, 17:46 |
| DUK | Duke Energy CORP | 19 May 2021 | 2 | $0 | 4 | Director | 21 May 2021, 16:20 |
| DUK | Duke Energy CORP | 06 May 2021 | 1 | $160K | 4 | Director | 10 May 2021, 20:12 |
| WFC | WELLS FARGO & COMPANY/MN | 01 Jan 2018 | 0 | $0 | 3/A | Director | 24 Jan 2023, 15:04 |