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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   $4,561,808    

Indirect Value

   $452,700      
Total Shares   175,045      
Total Value   $5,014,508      


Avista Corp $4,099,620 California Water Service Group $462,188 Avista Corp $4,099,620 California Water Service Group $462,188
 


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   •       •      –    2008-01-07 4 D $20.75 $6,246 D/D (301) 45,693 0 -
AVA Avista Corp Chairman, President & CEO   •       •      –    2008-01-07 4 D $20.75 $48,721 D/D (2,348) 45,994 0 -
AVA Avista Corp Chairman, President & CEO   •       •      –    2008-01-07 4 OE $0.00 $0 D/D 10,075 48,342 0 -
AVA Avista Corp Chairman, President & CEO   •       •      –    2008-02-15 4 A $0.00 $0 D/D 12,500 58,193 0 -
AVA Avista Corp Chairman, President & CEO   •       •      –    2008-11-07 4 S $19.14 $70,818 D/D (3,700) 58,193 0 -
AVA Avista Corp Chairman, President & CEO   •       •      –    2008-11-07 4 OE $18.63 $68,931 D/D 3,700 61,893 0 -
AVA Avista Corp Chairman, President & CEO   •       •      –    2009-02-12 4 D $18.23 $20,108 D/D (1,103) 66,712 0 -
AVA Avista Corp Chairman, President & CEO   •       •      –    2009-01-14 4 S $19.10 $1,566 D/D (82) 70,819 0 -
AVA Avista Corp Chairman, President & CEO   •       •      –    2009-01-12 4 D $19.15 $5,707 D/D (298) 70,901 0 -
AVA Avista Corp Chairman, President & CEO   •       –      –    2009-01-09 4 S $19.10 $6,761 D/D (354) 71,199 0 -
AVA Avista Corp Chairman, President & CEO   •       –      –    2009-01-09 4 D $19.15 $94,410 D/D (4,930) 71,553 0 -
AVA Avista Corp Chairman, President & CEO   •       –      –    2009-01-09 4 OE $0.00 $0 D/D 18,290 76,486 0 -
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 & CEO   •       •      –    2009-08-25 5 GD $20.13 $61,678 D/D 3,064 79,152 0 -
AVA Avista Corp Chairman, President & CEO   •       •      –    2009-02-12 4 A $0.00 $0 D/D 12,500 79,212 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   •       –      –    2011-02-03 4 D $23.03 $104,948 D/D (4,557) 120,174 0 -
AVA Avista Corp Chairman of the Board   –       •      –    2024-05-09 4 GD $37.95 $149,978 D/D 3,952 120,400 0 -
AVA Avista Corp Chairman of the Board   –       •      –    2024-03-06 4 GD $33.47 $247,678 D/D 7,400 120,819 0 -
AVA Avista Corp Chairman of the Board   –       •      –    2023-05-09 4 GD $44.39 $100,233 D/D 2,258 122,230 0 -
AVA Avista Corp Chairman of the Board   –       •      –    2022-12-16 4 GD $42.32 $266,997 D/D 6,309 124,212 0 -
AVA Avista Corp Chairman of the Board   –       •      –    2024-05-03 4 A $36.79 $129,979 D/D 3,533 124,352 0 -
AVA Avista Corp Chairman of the Board   –       •      –    2023-02-27 4 GD $41.43 $249,947 D/D 6,033 124,488 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 of the Board   –       •      –    2023-05-15 4 A $44.02 $124,973 D/D 2,839 125,069 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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