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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   $27,116,816    

Indirect Value

   $1,468,077      
Total Shares   309,229      
Total Value   $28,584,893      


Raymond James Financial Inc $5,673,628 Raymond James Financial Inc $0 Southern Co $670,692 American Water Works Company Inc. $18,729,141 Dominion Energy Inc $1,420,630 Newmont Mining Corp $622,725 Raymond James Financial Inc $5,673,628 Raymond James Financial Inc $0 Southern Co $670,692 American Water Works Company Inc. $18,729,141 Dominion Energy Inc $1,420,630 Newmont Mining Corp $622,725
 


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 5 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   •       •      –    2014-07-15 4 A $49.36 $1,172 D/D 24 7,351 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 -
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 -
D Dominion Energy Inc Director   •       •      –    2017-01-31 4 A $76.28 $1,983 I/I 26 368 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 -
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 -
D Dominion Energy Inc Director   •       •      –    2017-05-22 4 B $79.71 $2,471 D/D 31 21,636 2.31 -
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   •       •      –    2023-06-20 4 B $53.70 $2,900 D/D 54 22,162 2.31 %
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   •       •      –    2019-01-29 4 B $68.54 $3,290 D/D 48 21,684 2.31 -
D Dominion Energy Inc Director   •       •      –    2022-01-19 4 B $79.49 $3,418 D/D 43 21,794 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   •       •      –    2022-08-16 4 B $85.56 $3,594 D/D 42 21,836 2.31 %
D Dominion Energy Inc Director   •       •      –    2021-08-11 4 B $76.84 $5,148 D/D 67 21,751 2.39 %
AWK American Water Works Comp... President and CEO   •       •      –    2017-11-06 4 B $88.92 $5,335 D/D 60 76,906 2.81 -
RJF Raymond James Financial I... Director   –       •      –    2008-12-22 4 B $18.00 $7,200 D/D 400 1,000 2.39 -
  183  Records found
  1   2   3   4   5  6   7   8      
  Page 5 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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