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Lloyd Yates Insider Profile

11 Followers
Lloyd Yates, Director at Marsh & McLennan Companies, holds 12.00K shares in Marsh & McLennan Companies (Ticker: MRSH), holds 7.04K shares in American Water (Ticker: AWK), holds ― shares in Sonoco Products (Ticker: SON). Most recently, Lloyd Yates Sold ― shares of Marsh & McLennan Companies on Jul 24, 2026 for an estimated value of $2.11M.
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Lloyd Yates

Lloyd Yates
Marsh & McLennan Companies (MRSH)
Director

Ranked #62,534 out of 108,921 Corporate Insiders

Profitable Transactions

44%
7 out of 16 Profitable Transactions

Average Return

-2.10%
Average return per transaction
Time Frame
1 Year
Compare to
No Benchmark
How are Insiders Ranked?

Insider Holdings

$29M
74.56%
14.28%
7.73%
3.43%
0.00% Others
A breakdown of Lloyd Yates's holdings
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Insider Roles

Nisource
(NI)
Director and President & CEO, Director
Duke Energy
(DUK)
EVPCust&DelivOps;PresCarolinas
Marsh & McLennan Companies
(MRSH)
Director
American Water
(AWK)
Director
+1 other positions
Roles that Lloyd Yates holds in companies
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Most Profitable Insider Trade

Stock:
American Water
(AWK)
Rating:Informative Buy
Date:May 15, 2020 - May 15, 2021
Return:+31.60%
The most profitable trade made by Lloyd Yates
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Lloyd Yates's Trading History

Company Name
Last Transaction Date
Insider Position
Last Transaction
Last Transaction Amount
Holding Value
MRSH
Marsh & McLennan Companies
Jul 24, 2026
Director
Informative Sell
2.11M
$2.23M
AWK
American Water
May 13, 2021
Director
Uninformative Buy
―
$989.97K
SON
Sonoco Products
―
Director
―
―
NI
Nisource
May 26, 2026
Director and President & CEO, Director
Uninformative Sell
950.07K
$21.50M
DUK
Duke Energy
Aug 28, 2019
EVPCust&DelivOps;PresCarolinas
Informative Sell
1.82M
$4.12M
PGNPQ
Paragon Offshore
Jul 05, 2012
―
Uninformative Sell
―
$0.00
List of latest transactions for each holding click on a transaction to see Lloyd Yates's performance on stock
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Lloyd Yates insider profile FAQ

What is the percentage of profitable transactions made by Lloyd Yates?
The percentage of profitable transactions made by Lloyd Yates is 44%.
    What is the average return per transaction made by Lloyd Yates?
    The average return per transaction made by Lloyd Yates is -2.10%.
      What stocks does Lloyd Yates hold?
      Lloyd Yates holds: MRSH, AWK, SON, NI, DUK, PGNPQ stocks.
        What was Lloyd Yates’s latest transaction?
        Lloyd Yates latest transaction was an Informative Sell of $2.11M.
          What was Lloyd Yates's most profitable transaction?
          Lloyd Yates’s most profitable transaction was an Informative Buy of AWK stock on May 15, 2020. The return on the trade was 31.60%.
            What is Lloyd Yates's role in Marsh & McLennan Companies?
            Lloyd Yates's role in Marsh & McLennan Companies is Director.
              How can I follow the stock ratings of top corporate insiders?
              Head over to our Expert Center to see a list of the Top 100 corporate insiders and follow the corporate insiders of your choice. Visit their profiles for more details about their stock transactions and see how they perform on a stock-by-stock basis.