| |
| |
|
| 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 5 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 |
• • – |
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 |
- |
|
| 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 |
• • – |
2022-05-11 |
4 |
A |
$81.96 |
$167,526 |
D/D |
2,044 |
17,823 |
0 |
- |
|
| RJF |
Raymond James Financial I... |
Director |
• • – |
2017-02-16 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,849 |
18,715 |
0 |
- |
|
| RJD |
Raymond James Financial I... |
Director |
• • – |
2017-02-16 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,849 |
18,715 |
0 |
- |
|
| RJF |
Raymond James Financial I... |
Director |
• • – |
2017-02-21 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,200 |
19,915 |
0 |
- |
|
| RJD |
Raymond James Financial I... |
Director |
• • – |
2017-02-21 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,200 |
19,915 |
0 |
- |
|
| RJF |
Raymond James Financial I... |
Director |
• • – |
2017-02-22 |
4 |
OE |
$0.00 |
$0 |
D/D |
400 |
20,315 |
0 |
- |
|
| RJD |
Raymond James Financial I... |
Director |
• • – |
2017-02-22 |
4 |
OE |
$0.00 |
$0 |
D/D |
400 |
20,315 |
0 |
- |
|
| RJF |
Raymond James Financial I... |
Director |
• • – |
2017-02-24 |
4 |
OE |
$0.00 |
$0 |
D/D |
400 |
20,715 |
0 |
- |
|
| RJD |
Raymond James Financial I... |
Director |
• • – |
2017-02-24 |
4 |
OE |
$0.00 |
$0 |
D/D |
400 |
20,715 |
0 |
- |
|
| RJF |
Raymond James Financial I... |
Director |
• • – |
2018-02-21 |
4 |
OE |
$0.00 |
$0 |
D/D |
400 |
21,115 |
0 |
- |
|
| RJD |
Raymond James Financial I... |
Director |
• • – |
2018-02-21 |
4 |
OE |
$0.00 |
$0 |
D/D |
400 |
21,115 |
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 |
• • – |
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 |
- |
|
| 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 |
% |
|
| 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 |
• • – |
2022-08-16 |
4 |
B |
$85.56 |
$3,594 |
D/D |
42 |
21,836 |
2.31 |
% |
|
| D |
Dominion Energy Inc |
Director |
• • – |
2023-06-20 |
4 |
B |
$53.70 |
$2,900 |
D/D |
54 |
22,162 |
2.31 |
% |
|
| RJF |
Raymond James Financial I... |
Director |
• • – |
2018-02-22 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,980 |
23,095 |
0 |
- |
|
| RJD |
Raymond James Financial I... |
Director |
• • – |
2018-02-22 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,980 |
23,095 |
0 |
- |
|
183 Records found
|
|
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 |
| |
|
|
|
|
|
