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Insider Information:   Caplan Deborah H
Relationship:   Director
City:   Juno Beach
State:   FL
   
Insider Summary:
  
   
Companies Owned :   4    
Direct Shares   147,046    

Indirect Shares

  13,205      
Direct Value   $11,789,948    

Indirect Value

  $1,032,499      
Total Shares   160,251      
Total Value   $12,822,447      


NextEra Energy
 $11,208,380 Mid America Apartment Communities Inc
 $369,841 Arthur J Gallagher & Co
 $211,727 NextEra Energy
 $11,208,380 Mid America Apartment Communities Inc
 $369,841 Arthur J Gallagher & Co
 $211,727
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    2   
    0    

     Stock price went up :

    2   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   2.0   
   0.0   
     Percentage Gain/Loss :
   29.5%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            NextEra Energy NEE EVP, HR & Corp Services 2023-02-16 143,348 2023-02-16 13,205    Premium*  
            Terminix Global Holdings Inc SERV Director 2022-10-12 0 2019-07-26 0    Premium*  
            Mid America Apartment Communitie... MAA Director 2024-05-21 2,848 2023-03-21 0    Premium*  
            Arthur J Gallagher & Co AJG Director 2024-05-07 850 2024-05-07 0    Premium*  
* Premium Members only  

Records found :    59         Free Registration Required For Full Results.    Limit: 25

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  Page 3 of 3
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
SERV Terminix Global Holdings ... Director   –       •      –    2022-05-23 4 A $0.00 $0 D/D 3,129 14,255 0 -
NEE NextEra Energy EVP, HR & Corp Services   •       –      –    2022-08-03 4 GD $0.00 $0 D/D 2,516 129,867 0 -
SERV Terminix Global Holdings ... Director   –       •      –    2022-10-12 4 D $0.00 $0 D/D (14,255) 0 0 -
NEE NextEra Energy EVP, HR & Corp Services   •       –      –    2023-02-16 4 A $0.00 $0 D/D 21,601 151,468 0 -
NEE NextEra Energy EVP, HR & Corp Services   •       –      –    2023-02-16 4 D $75.69 $614,603 D/D (8,120) 143,348 0 -
MAA Mid America Apartment Com... Director   •       •      –    2023-03-21 4 A $0.00 $0 D/D 509 509 0 -
MAA Mid America Apartment Com... Director   •       •      –    2023-05-16 4 A $0.00 $0 D/D 1,094 1,603 0 -
AJG Arthur J Gallagher & Co Director   •       •      –    2024-05-07 4 A $0.00 $0 D/D 850 850 0 -
MAA Mid America Apartment Com... Director   •       •      –    2024-05-21 4 A $0.00 $0 D/D 1,245 2,848 0 -

  59  Records found
  1   2   3     
  Page 3 of 3  
 
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