| |
| |
|
| Insider
Information: |
Story Susan N |
| Relationship: |
Director |
| City: |
St. Petersburg |
| State: |
FL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
6 |
|
| Direct
Shares |
285,228 |
|
|
Indirect Shares
|
24,001 |
|
|
| Direct
Value |
$26,847,599 |
|
|
|
Indirect Value
|
$1,432,597 |
|
|
| Total
Shares |
309,229 |
|
|
| Total
Value |
$28,280,196 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
4
|
0
|
|
Stock
price went up :
|
1
|
0
|
| Stock
price went down : |
3
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
 -14.2%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Raymond James Financial Inc |
RJF |
Director |
2023-02-23 |
46,221 |
|
0 |
Premium* |
|
|
Raymond James Financial Inc |
RJD |
Director |
2023-02-23 |
46,221 |
|
0 |
Premium* |
|
|
Southern Co |
SO |
President & CEO, SCS |
2013-03-06 |
8,369 |
2013-03-06 |
6,634 |
Premium* |
|
|
American Water Works Company Inc. |
AWK |
President and CEO, Dir... |
2020-02-11 |
143,222 |
2013-04-01 |
0 |
Premium* |
|
|
Dominion Energy Inc |
D |
Director |
2024-05-07 |
26,347 |
2024-05-07 |
17,367 |
Premium* |
|
|
Newmont Mining Corp |
NEM |
Director |
2024-04-26 |
14,848 |
2020-09-11 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
183 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 8
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| AWK |
American Water Works Comp... |
President and CEO |
• • – |
2018-01-25 |
4 |
D |
$84.53 |
$773,703 |
D/D |
(9,153) |
86,776 |
0 |
- |
|
| AWK |
American Water Works Comp... |
President and CEO |
• • – |
2018-01-25 |
4 |
A |
$0.00 |
$0 |
D/D |
21,169 |
95,929 |
0 |
- |
|
| AWK |
American Water Works Comp... |
President and CEO |
• • – |
2018-02-14 |
4 |
A |
$0.00 |
$0 |
D/D |
10,628 |
97,404 |
0 |
- |
|
| AWK |
American Water Works Comp... |
President and CEO |
• • – |
2018-11-27 |
4 |
B |
$91.91 |
$8,823 |
D/D |
96 |
98,751 |
2.81 |
- |
|
| AWK |
American Water Works Comp... |
President and CEO |
• • – |
2018-11-29 |
4 |
GD |
$0.00 |
$0 |
D/D |
96 |
98,655 |
0 |
- |
|
| AWK |
American Water Works Comp... |
President and CEO |
• • – |
2019-01-01 |
4 |
D |
$90.77 |
$239,814 |
D/D |
(2,642) |
96,392 |
0 |
- |
|
| AWK |
American Water Works Comp... |
President and CEO |
• • – |
2019-01-23 |
4 |
D |
$94.24 |
$922,987 |
D/D |
(9,794) |
108,449 |
0 |
- |
|
| AWK |
American Water Works Comp... |
President and CEO |
• • – |
2019-01-23 |
4 |
A |
$0.00 |
$0 |
D/D |
21,851 |
118,243 |
0 |
- |
|
| AWK |
American Water Works Comp... |
President and CEO |
• • – |
2019-02-14 |
4 |
A |
$0.00 |
$0 |
D/D |
10,257 |
118,706 |
0 |
- |
|
| AWK |
American Water Works Comp... |
President and CEO |
• • – |
2019-05-28 |
4 |
S |
$113.84 |
$3,239,545 |
D/D |
(28,457) |
119,147 |
0 |
- |
|
| AWK |
American Water Works Comp... |
President and CEO |
• • – |
2019-05-28 |
4 |
OE |
$41.27 |
$1,174,420 |
D/D |
28,457 |
147,604 |
0 |
- |
|
| AWK |
American Water Works Comp... |
President and CEO |
• • – |
2020-01-01 |
4 |
D |
$122.85 |
$252,334 |
D/D |
(2,054) |
118,324 |
0 |
- |
|
| AWK |
American Water Works Comp... |
President and CEO |
• • – |
2020-01-22 |
4 |
D |
$134.05 |
$2,113,700 |
D/D |
(15,768) |
136,987 |
0 |
- |
|
| AWK |
American Water Works Comp... |
President and CEO |
• • – |
2020-01-22 |
4 |
A |
$0.00 |
$0 |
D/D |
34,431 |
152,755 |
0 |
- |
|
| AWK |
American Water Works Comp... |
President and CEO |
• • – |
2020-01-31 |
4 |
D |
$136.20 |
$207,433 |
D/D |
(1,523) |
135,464 |
0 |
- |
|
| AWK |
American Water Works Comp... |
President and CEO |
• • – |
2020-02-11 |
4 |
A |
$0.00 |
$0 |
D/D |
7,758 |
143,222 |
0 |
- |
|
| D |
Dominion Energy Inc |
Director |
• • – |
2017-01-24 |
4 |
A |
$75.58 |
$25,848 |
I/I |
342 |
342 |
0 |
- |
|
| D |
Dominion Energy Inc |
Director |
• • – |
2017-01-24 |
4 |
A |
$75.58 |
$42,476 |
D/D |
562 |
562 |
0 |
- |
|
| D |
Dominion Energy Inc |
Director |
• • – |
2017-01-31 |
4 |
A |
$76.28 |
$1,983 |
I/I |
26 |
368 |
0 |
- |
|
| D |
Dominion Energy Inc |
Director |
• • – |
2017-02-03 |
4 |
B |
$71.90 |
$71,900 |
D/D |
1,000 |
1,562 |
2.39 |
- |
|
| D |
Dominion Energy Inc |
Director |
• • – |
2017-02-10 |
4 |
B |
$73.11 |
$2,486 |
D/D |
34 |
21,559 |
2.31 |
- |
|
| D |
Dominion Energy Inc |
Director |
• • – |
2017-02-21 |
4 |
B |
$74.90 |
$3,445 |
D/D |
46 |
21,605 |
2.31 |
- |
|
| D |
Dominion Energy Inc |
Director |
• • – |
2017-05-10 |
4 |
A |
$77.48 |
$107,465 |
I/I |
1,387 |
1,785 |
0 |
- |
|
| D |
Dominion Energy Inc |
Director |
• • – |
2017-05-10 |
4 |
A |
$77.48 |
$157,517 |
D/D |
2,033 |
3,610 |
0 |
- |
|
| D |
Dominion Energy Inc |
Director |
• • – |
2017-05-22 |
4 |
B |
$79.71 |
$2,471 |
D/D |
31 |
21,636 |
2.31 |
- |
|
183 Records found
|
|
Page 2 of 8 |
| |
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 |
| |
|
|
|
|
|
