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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
CWT California Water Service ...   –       •      –    2020-03-03 4 A $0.00 $0 D/D 1,630 1,884 0 -
AVA Avista Corp Chairman of the Board   –       •      –    2020-05-14 4 A $36.35 $74,990 D/D 2,063 164,706 0 -
CWT California Water Service ...   –       •      –    2021-01-04 4 A $0.00 $0 D/D 185 2,069 0 -
CWT California Water Service ...   –       •      –    2021-03-02 4 A $0.00 $0 D/D 1,529 3,598 0 -
AVA Avista Corp Chairman of the Board   –       •      –    2021-05-13 4 A $45.69 $89,964 D/D 1,969 146,675 0 -
AVA Avista Corp Chairman of the Board   –       •      –    2021-09-01 4 A $41.85 $6,654 D/D 159 136,834 0 -
CWT California Water Service ...   –       •      –    2022-03-01 4 A $0.00 $0 D/D 1,650 5,248 0 -
AVA Avista Corp Chairman of the Board   –       •      –    2022-05-16 4 A $42.89 $109,970 D/D 2,564 138,025 0 -
AVA Avista Corp Chairman of the Board   –       •      –    2022-09-01 4 A $40.63 $4,997 D/D 123 130,521 0 -
CWT California Water Service ... Director   •       •      –    2023-03-07 4 A $58.83 $110,012 D/D 1,870 7,118 0 -
AVA Avista Corp Chairman of the Board   –       •      –    2023-05-15 4 A $44.02 $124,973 D/D 2,839 125,069 0 -
AVA Avista Corp Chairman of the Board   –       •      –    2023-09-01 4 A $33.29 $1,665 D/D 50 128,219 0 -
CWT California Water Service ... Director   •       •      –    2024-03-05 4 A $45.37 $112,381 D/D 2,477 9,616 0 -
CWT California Water Service ...   –       •      –    2024-03-05 4/A A $0.00 $0 D/D 0 7,139 0 -
AVA Avista Corp Chairman of the Board   –       •      –    2024-05-03 4 A $36.79 $129,979 D/D 3,533 124,352 0 -
CWT California Water Service ... Director   •       •      –    2024-06-05 4 A $49.62 $123,455 D/D 2,488 9,645 0 -
AVA Avista Corp President & COO   •       •      –    2007-08-27 4 B $19.45 $19,450 D/D 1,000 38,267 2.81 -
AVA Avista Corp Chairman of the Board   –       •      –    2023-08-24 4 B $32.39 $100,424 D/D 3,100 128,169 2.39 %
AVA Avista Corp President & COO   •       –      –    2007-01-05 4 D $24.72 $102,860 D/D (4,161) 33,990 0 -
AVA Avista Corp President & COO   •       –      –    2007-01-26 4 D $24.74 $2,870 D/D (116) 33,869 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 D $20.75 $6,246 D/D (301) 45,693 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   •       •      –    2009-01-12 4 D $19.15 $5,707 D/D (298) 70,901 0 -
AVA Avista Corp Chairman, President & CEO   •       •      –    2009-02-12 4 D $18.23 $20,108 D/D (1,103) 66,712 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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