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

  
3m +/-  
Form
AWK American Water Works Comp... President and CEO   •       •      –    2017-01-25 4 D $71.72 $729,106 D/D (10,166) 66,599 0 -
D Dominion Energy Inc Director   •       •      –    2017-02-03 4 B $71.90 $71,900 D/D 1,000 1,562 2.39 -
AWK American Water Works Comp... President and CEO   •       •      –    2017-01-01 4 D $72.36 $187,702 D/D (2,594) 51,734 0 -
D Dominion Energy Inc Director   •       •      –    2017-02-10 4 B $73.11 $2,486 D/D 34 21,559 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   •       •      –    2017-02-21 4 B $74.90 $3,445 D/D 46 21,605 2.31 -
D Dominion Energy Inc Director   –       •      –    2019-05-07 4 A $75.49 $157,472 D/D 2,086 8,647 0 -
D Dominion Energy Inc Director   –       •      –    2019-05-07 4 A $75.49 $107,498 I/I 1,424 5,162 0 -
D Dominion Energy Inc Director   •       •      –    2017-01-24 4 A $75.58 $42,476 D/D 562 562 0 -
D Dominion Energy Inc Director   •       •      –    2017-01-24 4 A $75.58 $25,848 I/I 342 342 0 -
D Dominion Energy Inc Director   •       •      –    2017-01-31 4 A $76.28 $1,983 I/I 26 368 0 -
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   •       •      –    2017-05-10 4 A $77.48 $157,517 D/D 2,033 3,610 0 -
D Dominion Energy Inc Director   •       •      –    2017-05-10 4 A $77.48 $107,465 I/I 1,387 1,785 0 -
D Dominion Energy Inc Director   •       •      –    2020-05-06 4 A $77.94 $167,493 D/D 2,149 11,221 0 -
D Dominion Energy Inc Director   •       •      –    2020-05-06 4 A $77.94 $107,479 I/I 1,379 6,795 0 -
D Dominion Energy Inc Director   •       •      –    2021-05-05 4 A $79.41 $167,476 D/D 2,109 13,792 0 -
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   •       •      –    2022-01-19 4 B $79.49 $3,418 D/D 43 21,794 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   •       •      –    2022-05-11 4 A $81.96 $117,531 I/I 1,434 10,147 0 -
D Dominion Energy Inc Director   •       •      –    2022-05-11 4 A $81.96 $167,526 D/D 2,044 17,823 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 -
D Dominion Energy Inc Director   •       •      –    2022-08-16 4 B $85.56 $3,594 D/D 42 21,836 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 -
  183  Records found
  1   2   3   4   5   6   7  8      
  Page 7 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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