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

  
3m +/-  
Form
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 -
RJD Raymond James Financial I... Director   •       •      –    2015-04-15 4 A $55.87 $2,070 D/D 37 11,535 0 -
RJF Raymond James Financial I... Director   •       •      –    2015-07-15 4 A $58.20 $2,076 D/D 36 11,571 0 -
RJD Raymond James Financial I... Director   •       •      –    2015-07-15 4 A $58.20 $2,076 D/D 36 11,571 0 -
RJF Raymond James Financial I... Director   •       •      –    2015-10-15 4 A $51.17 $2,083 D/D 41 11,612 0 -
RJD Raymond James Financial I... Director   •       •      –    2015-10-15 4 A $51.17 $2,083 D/D 41 11,612 0 -
AWK American Water Works Comp... Director   –       •      –    2016-01-01 4 D $59.75 $104,981 D/D (1,757) 37,780 0 -
RJF Raymond James Financial I... Director   •       •      –    2016-01-15 4 A $50.75 $2,323 D/D 46 11,658 0 -
RJD Raymond James Financial I... Director   •       •      –    2016-01-15 4 A $50.75 $2,323 D/D 46 11,658 0 -
AWK American Water Works Comp... President and CEO   •       •      –    2016-01-22 4 A $0.00 $0 D/D 8,219 56,558 0 -
AWK American Water Works Comp... President and CEO   •       •      –    2016-01-22 4 OE $0.00 $0 D/D 10,559 48,339 0 -
AWK American Water Works Comp... President and CEO   •       •      –    2016-01-22 4 D $62.44 $471,672 D/D (7,554) 49,004 0 -
AWK American Water Works Comp... President and CEO   •       •      –    2016-02-16 4 A $0.00 $0 D/D 5,526 54,530 0 -
RJF Raymond James Financial I... Director   •       •      –    2016-02-21 4 OE $0.00 $0 D/D 2,208 13,508 0 -
RJD Raymond James Financial I... Director   •       •      –    2016-02-21 4 OE $0.00 $0 D/D 2,208 13,508 0 -
RJF Raymond James Financial I... Director   •       •      –    2016-02-22 4 OE $0.00 $0 D/D 1,200 14,708 0 -
RJD Raymond James Financial I... Director   •       •      –    2016-02-22 4 OE $0.00 $0 D/D 1,200 14,708 0 -
RJF Raymond James Financial I... Director   •       •      –    2016-02-24 4 OE $0.00 $0 D/D 400 15,108 0 -
RJD Raymond James Financial I... Director   •       •      –    2016-02-24 4 OE $0.00 $0 D/D 400 15,108 0 -
RJF Raymond James Financial I... Director   •       •      –    2016-02-25 4 OE $0.00 $0 D/D 400 15,508 0 -
RJD Raymond James Financial I... Director   •       •      –    2016-02-25 4 OE $0.00 $0 D/D 400 15,508 0 -
AWK American Water Works Comp... President and CEO   •       •      –    2016-11-28 4 B $74.90 $2,921 D/D 39 55,374 2.73 -
  183  Records found
  1   2   3   4  5   6   7   8      
  Page 4 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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