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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 5 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   •       •      –    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 %
SO Southern Co President & CEO, SCS   •       –      –    2013-01-14 4 D $43.05 $174,396 D/D (4,051) 8,370 0 -
AWK American Water Works Comp... SVP & Chief Financial Officer   •       –      –    2014-01-01 4 D $42.26 $21,722 D/D (514) 43,375 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 -
AWK American Water Works Comp... President and CEO   •       •      –    2014-10-01 4 D $48.10 $294,276 D/D (6,118) 38,107 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 -
AWK American Water Works Comp... President and CEO   •       •      –    2015-04-01 4 D $54.46 $233,797 D/D (4,293) 38,218 0 -
AWK American Water Works Comp... Director   –       •      –    2016-01-01 4 D $59.75 $104,981 D/D (1,757) 37,780 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   •       •      –    2017-01-01 4 D $72.36 $187,702 D/D (2,594) 51,734 0 -
AWK American Water Works Comp... President and CEO   •       •      –    2017-01-25 4 D $71.72 $729,106 D/D (10,166) 66,599 0 -
AWK American Water Works Comp... President and CEO   •       •      –    2018-01-01 4 D $91.49 $216,740 D/D (2,369) 74,760 0 -
AWK American Water Works Comp... President and CEO   •       •      –    2018-01-25 4 D $84.53 $773,703 D/D (9,153) 86,776 0 -
AWK American Water Works Comp... President and CEO   •       •      –    2019-01-01 4 D $90.77 $239,814 D/D (2,642) 96,392 0 -
AWK American Water Works Comp... President and CEO   •       •      –    2019-01-23 4 D $94.24 $922,987 D/D (9,794) 108,449 0 -
AWK American Water Works Comp... President and CEO   •       •      –    2020-01-01 4 D $122.85 $252,334 D/D (2,054) 118,324 0 -
AWK American Water Works Comp... President and CEO   •       •      –    2020-01-22 4 D $134.05 $2,113,700 D/D (15,768) 136,987 0 -
AWK American Water Works Comp... President and CEO   •       •      –    2020-01-31 4 D $136.20 $207,433 D/D (1,523) 135,464 0 -
AWK American Water Works Comp... President and CEO   •       •      –    2016-11-30 4 GD $0.00 $0 D/D 39 54,328 0 -
AWK American Water Works Comp... President and CEO   •       •      –    2017-11-08 4 GD $0.00 $0 D/D 60 76,846 0 -
AWK American Water Works Comp... President and CEO   •       •      –    2018-11-29 4 GD $0.00 $0 D/D 96 98,655 0 -
RJF Raymond James Financial I... Director   –       •      –    2008-02-14 3 IO $0.00 $0 D/D 0 100 -
RJD Raymond James Financial I... Director   –       •      –    2008-02-14 3 IO $0.00 $0 D/D 0 100 -
  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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