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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      


Raymond James Financial Inc $5,817,375 Raymond James Financial Inc $0 Southern Co $650,690 American Water Works Company Inc. $18,365,357 Dominion Energy Inc $1,390,858 Newmont Mining Corp $623,319 Raymond James Financial Inc $5,817,375 Raymond James Financial Inc $0 Southern Co $650,690 American Water Works Company Inc. $18,365,357 Dominion Energy Inc $1,390,858 Newmont Mining Corp $623,319
 


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*  
* Premium Members only  

Records found :    183         Free Registration Required For Full Results.    Limit: 25

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  Page 3 of 8
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
RJD Raymond James Financial I... Director   •       •      –    2014-01-16 4 A $52.98 $974 D/D 18 6,104 0 -
AWK American Water Works Comp... SVP & Chief Financial Officer   •       –      –    2014-02-20 4 A $0.00 $0 D/D 3,643 47,018 0 -
RJF Raymond James Financial I... Director   •       •      –    2014-02-25 4 OE $0.00 $0 D/D 1,200 7,200 0 -
RJD Raymond James Financial I... Director   •       •      –    2014-02-25 4 OE $0.00 $0 D/D 1,200 7,200 0 -
AWK American Water Works Comp... SVP & Chief Financial Officer   •       –      –    2014-04-01 4 D $45.16 $201,956 D/D (4,472) 42,546 0 -
RJF Raymond James Financial I... Director   •       •      –    2014-04-15 4 A $51.43 $1,169 D/D 23 7,327 0 -
RJD Raymond James Financial I... Director   •       •      –    2014-04-15 4 A $51.43 $1,169 D/D 23 7,327 0 -
AWK American Water Works Comp... President and CEO   •       •      –    2014-05-09 4 A $0.00 $0 D/D 1,679 44,225 0 -
RJF Raymond James Financial I... Director   •       •      –    2014-07-15 4 A $49.36 $1,172 D/D 24 7,351 0 -
RJD Raymond James Financial I... Director   •       •      –    2014-07-15 4 A $49.36 $1,172 D/D 24 7,351 0 -
AWK American Water Works Comp... President and CEO   •       •      –    2014-10-01 4 D $48.10 $294,276 D/D (6,118) 38,107 0 -
RJF Raymond James Financial I... Director   •       •      –    2014-10-15 4 A $51.23 $1,176 D/D 23 7,374 0 -
RJD Raymond James Financial I... Director   •       •      –    2014-10-15 4 A $51.23 $1,176 D/D 23 7,374 0 -
AWK American Water Works Comp... President and CEO   •       •      –    2015-01-01 4 D $53.30 $62,095 D/D (1,165) 36,942 0 -
RJF Raymond James Financial I... Director   •       •      –    2015-01-14 4 OE $26.69 $66,725 D/D 2,500 9,700 0 -
RJD Raymond James Financial I... Director   •       •      –    2015-01-14 4 OE $26.69 $66,725 D/D 2,500 9,700 0 -
RJF Raymond James Financial I... Director   •       •      –    2015-01-15 4 A $53.98 $1,327 D/D 25 9,898 0 -
RJD Raymond James Financial I... Director   •       •      –    2015-01-15 4 A $53.98 $1,327 D/D 25 9,898 0 -
AWK American Water Works Comp... President and CEO   •       •      –    2015-02-17 4 A $0.00 $0 D/D 5,308 42,250 0 -
RJF Raymond James Financial I... Director   •       •      –    2015-02-24 4 OE $0.00 $0 D/D 1,200 10,900 0 -
RJD Raymond James Financial I... Director   •       •      –    2015-02-24 4 OE $0.00 $0 D/D 1,200 10,900 0 -
RJF Raymond James Financial I... Director   •       •      –    2015-02-25 4 OE $0.00 $0 D/D 400 11,300 0 -
RJD Raymond James Financial I... Director   •       •      –    2015-02-25 4 OE $0.00 $0 D/D 400 11,300 0 -
AWK American Water Works Comp... President and CEO   •       •      –    2015-04-01 4 D $54.46 $233,797 D/D (4,293) 38,218 0 -
RJF Raymond James Financial I... Director   •       •      –    2015-04-15 4 A $55.87 $2,070 D/D 37 11,535 0 -
  183  Records found
  1   2   3  4   5   6   7   8      
  Page 3 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
 
 
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