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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   $27,202,678    

Indirect Value

   $1,460,744      
Total Shares   309,229      
Total Value   $28,663,422      


Raymond James Financial Inc $5,498,912 Raymond James Financial Inc $0 Southern Co $675,462 American Water Works Company Inc. $19,022,746 Dominion Energy Inc $1,403,768 Newmont Mining Corp $601,789 Raymond James Financial Inc $5,498,912 Raymond James Financial Inc $0 Southern Co $675,462 American Water Works Company Inc. $19,022,746 Dominion Energy Inc $1,403,768 Newmont Mining Corp $601,789
 


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
D Dominion Energy Inc Director   •       •      –    2021-05-05 4 A $79.41 $107,521 I/I 1,354 8,430 0 -
D Dominion Energy Inc Director   •       •      –    2021-05-05 4 A $79.41 $167,476 D/D 2,109 13,792 0 -
NEM Newmont Mining Corp Director   –       •      –    2022-04-22 4 A $0.00 $0 D/D 2,415 6,788 0 -
D Dominion Energy Inc Director   •       •      –    2022-05-11 4 A $81.96 $167,526 D/D 2,044 17,823 0 -
D Dominion Energy Inc Director   •       •      –    2022-05-11 4 A $81.96 $117,531 I/I 1,434 10,147 0 -
NEM Newmont Mining Corp Director   –       •      –    2023-04-28 4 A $0.00 $0 D/D 3,797 10,585 0 -
D Dominion Energy Inc Director   •       •      –    2023-05-10 4 A $56.50 $167,523 D/D 2,965 21,525 0 -
D Dominion Energy Inc Director   •       •      –    2023-05-10 4 A $56.50 $137,521 I/I 2,434 13,001 0 -
NEM Newmont Mining Corp Director   –       •      –    2023-11-06 4 A $0.00 $0 D/D 51 10,636 0 -
NEM Newmont Mining Corp Director   –       •      –    2024-04-26 4 A $0.00 $0 D/D 4,212 14,848 0 -
D Dominion Energy Inc Director   •       •      –    2024-05-07 4 A $51.41 $187,544 I/I 3,648 17,367 0 -
D Dominion Energy Inc Director   •       •      –    2024-05-07 4 A $51.41 $167,494 D/D 3,258 26,347 0 -
RJF Raymond James Financial I... Director   –       •      –    2008-03-14 4 B $21.72 $10,860 D/D 500 600 2.39 -
RJD Raymond James Financial I... Director   –       •      –    2008-03-14 4 B $21.72 $10,860 D/D 500 600 2.39 -
RJF Raymond James Financial I... Director   –       •      –    2008-12-22 4 B $18.00 $7,200 D/D 400 1,000 2.39 -
RJD Raymond James Financial I... Director   –       •      –    2008-12-22 4 B $18.00 $7,200 D/D 400 1,000 2.39 -
AWK American Water Works Comp... President and CEO   •       •      –    2016-11-28 4 B $74.90 $2,921 D/D 39 55,374 2.73 -
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   •       •      –    2017-05-22 4 B $79.71 $2,471 D/D 31 21,636 2.31 -
AWK American Water Works Comp... President and CEO   •       •      –    2017-11-06 4 B $88.92 $5,335 D/D 60 76,906 2.81 -
AWK American Water Works Comp... President and CEO   •       •      –    2018-11-27 4 B $91.91 $8,823 D/D 96 98,751 2.81 -
D Dominion Energy Inc Director   •       •      –    2019-01-29 4 B $68.54 $3,290 D/D 48 21,684 2.31 -
D Dominion Energy Inc Director   •       •      –    2021-08-11 4 B $76.84 $5,148 D/D 67 21,751 2.39 %
  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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