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

 
3m +/-  
Form
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 $137,521 I/I 2,434 13,001 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   •       •      –    2023-06-20 4 B $53.70 $2,900 D/D 54 22,162 2.31 %
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 $167,494 D/D 3,258 26,347 0 -
D Dominion Energy Inc Director   •       •      –    2024-05-07 4 A $51.41 $187,544 I/I 3,648 17,367 0 -

  183  Records found
  1   2   3   4   5   6   7   8     
  Page 8 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