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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 6 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 and CEO   •       –      –    2016-02-04 4 D $37.59 $212,835 D/D (5,662) 185,927 0 -
AVA Avista Corp Chairman, President and CEO   •       –      –    2016-02-26 4 S $37.65 $1,539,998 D/D (40,903) 145,024 0 -
AVA Avista Corp Chairman, President and CEO   •       –      –    2016-03-02 4 GD $38.09 $114,270 D/D 3,000 142,024 0 -
AVA Avista Corp Chairman, President and CEO   •       –      –    2017-03-16 4 GD $39.05 $195,250 D/D 5,000 183,730 0 -
AVA Avista Corp Chairman, President and CEO   •       –      –    2017-12-13 4 GD $51.61 $258,050 D/D 5,000 178,730 0 -
CWT California Water Service ... Director   •       •      –    2023-03-07 4 A $58.83 $110,012 D/D 1,870 7,118 0 -
IROH Iron Horse Acquisitions C... Director   –       •      –    2023-12-27 3 IO $0.00 $0 I/I 0 45,000 -
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 ... Director   •       •      –    2024-06-05 4 A $49.62 $123,455 D/D 2,488 9,645 0 -
AVA Avista Corp Officer/Chairman of the Board   •       –      –    2020-01-02 4 D $47.47 $108,564 D/D (2,287) 126,079 0 -
AVA Avista Corp President & COO   •       –      –    2006-05-12 4 A $0.00 $0 D/D 1,000 4,000 -
AVA Avista Corp President & COO   •       –      –    2007-01-03 4 S $25.64 $11,204 D/D (437) 3,563 0 -
AVA Avista Corp President & COO   •       –      –    2007-01-05 4 OE $0.00 $0 D/D 18,910 38,151 0 -
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 President & COO   •       –      –    2007-02-08 4 A $0.00 $0 D/D 3,300 37,169 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 Senior Vice President   •       –      –    2006-02-09 4 A $0.00 $0 D/D 3,000 3,000 -
AVA Avista Corp Senior Vice President   •       –      –    2006-02-09 4 OE $0.00 $0 D/D 18,600 18,690 -
AVA Avista Corp Senior Vice President   •       –      –    2006-02-28 4 S $19.57 $66,161 D/D (3,380) 15,310 -

  145  Records found
  1   2   3   4   5   6     
  Page 6 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