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Insider Information:   Morris Scott L
Relationship:   Director
City:   Spokane
State:   WA
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   130,045    

Indirect Shares

   45,000      
Direct Value   $4,576,589    

Indirect Value

   $452,925      
Total Shares   175,045      
Total Value   $5,029,514      


Avista Corp $4,117,680 California Water Service Group $458,909 Avista Corp $4,117,680 California Water Service Group $458,909
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    1   
    9    

     Stock price went up :
    1   
    1    
     Stock price went down :
    0   
    8    
   
     Gain/Loss Ratio :
   1.0   
   1.0   
     Percentage Gain/Loss :
   18.0%
 -129.4%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Avista Corp AVA Chairman of the Board,... 2024-05-09 120,400 2020-08-12 0    Premium*  
            California Water Service Group CWT Director 2024-06-05 9,645 2019-11-20 0    Premium*  
            Iron Horse Acquisitions Corp. IROH Director 0 2023-12-27 45,000    Premium*  
* Premium Members only  

Records found :    145         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 6
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
AVA Avista Corp Chairman, President & CEO   •       •      –    2010-01-08 4 D $21.60 $7,776 D/D (360) 78,792 0 -
AVA Avista Corp Chairman, President and CEO   •       –      –    2010-02-11 4/A A $0.00 $0 D/D 89,048 89,048 0 -
AVA Avista Corp Chairman, President and CEO   •       –      –    2010-02-11 4 A $0.00 $0 D/D 12,500 24,999 0 -
AVA Avista Corp Chairman, President and CEO   •       –      –    2010-02-11 4 D $19.80 $44,431 D/D (2,244) 12,449 0 -
AVA Avista Corp Chairman, President and CEO   •       –      –    2011-01-11 4 D $22.95 $397,884 D/D (17,337) 124,731 0 -
AVA Avista Corp Chairman, President and CEO   •       –      –    2011-01-11 4 OE $0.00 $0 D/D 59,110 142,068 0 -
AVA Avista Corp Chairman, President and CEO   •       –      –    2011-02-03 4 A $0.00 $0 D/D 12,500 132,674 0 -
AVA Avista Corp Chairman, President and CEO   •       –      –    2011-02-03 4 D $23.03 $104,948 D/D (4,557) 120,174 0 -
AVA Avista Corp Chairman, President and CEO   •       –      –    2011-03-09 4 OE $11.80 $236,000 D/D 20,000 152,674 0 -
AVA Avista Corp Chairman, President and CEO   •       –      –    2011-03-09 4 S $23.17 $463,350 D/D (20,000) 132,674 0 -
AVA Avista Corp Chairman, President and CEO   •       –      –    2012-01-10 4 D $25.22 $338,730 D/D (13,431) 165,503 0 -
AVA Avista Corp Chairman, President and CEO   •       –      –    2012-01-10 4 OE $0.00 $0 D/D 46,260 178,934 0 -
AVA Avista Corp Chairman, President and CEO   •       –      –    2012-02-03 4 A $0.00 $0 D/D 12,100 173,446 0 -
AVA Avista Corp Chairman, President and CEO   •       –      –    2012-02-03 4 D $25.83 $117,707 D/D (4,557) 160,946 0 -
AVA Avista Corp Chairman of the Board and CEO   •       –      –    2012-02-17 4 S $25.60 $672,121 D/D (26,250) 145,206 0 -
AVA Avista Corp Chairman of the Board and CEO   •       –      –    2012-02-17 4 OE $10.17 $266,963 D/D 26,250 171,456 0 -
AVA Avista Corp Chairman, President and CEO   •       –      –    2013-02-07 4 A $0.00 $0 D/D 12,100 163,219 0 -
AVA Avista Corp Chairman, President and CEO   •       –      –    2013-02-07 4 D $26.04 $89,005 D/D (3,418) 151,119 0 -
AVA Avista Corp Chairman, President and CEO   •       –      –    2013-05-16 4 GD $28.97 $259,208 D/D 8,949 154,537 0 -
AVA Avista Corp Chairman, President and CEO   •       –      –    2014-02-06 4 D $28.09 $94,748 D/D (3,373) 163,397 0 -
AVA Avista Corp Chairman, President and CEO   •       –      –    2014-02-06 4 A $0.00 $0 D/D 15,100 178,497 0 -
AVA Avista Corp Chairman, President and CEO   •       –      –    2014-06-05 4 GD $31.80 $281,748 D/D 8,860 154,537 0 -
AVA Avista Corp Chairman, President and CEO   •       –      –    2014-08-21 4 D $21.52 $319,920 I/I (14,866) 0 0 -
AVA Avista Corp Chairman, President and CEO   •       –      –    2015-01-09 4 D $35.48 $243,251 D/D (6,856) 172,331 0 -
AVA Avista Corp Chairman, President and CEO   •       –      –    2015-01-09 4 OE $0.00 $0 D/D 24,650 179,187 0 -
  145  Records found
  1   2  3   4   5   6      
  Page 2 of 6  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed
 
 
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