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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   $27,116,816    

Indirect Value

  $1,468,077      
Total Shares   309,229      
Total Value   $28,584,893      


Raymond James Financial Inc
 $5,673,628 Raymond James Financial Inc
 $0 Southern Co
 $670,692 American Water Works Company Inc.
 $18,729,141 Dominion Energy Inc
 $1,420,630 Newmont Mining Corp
 $622,725 Raymond James Financial Inc
 $5,673,628 Raymond James Financial Inc
 $0 Southern Co
 $670,692 American Water Works Company Inc.
 $18,729,141 Dominion Energy Inc
 $1,420,630 Newmont Mining Corp
 $622,725
 


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 :    25         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 1
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
SO Southern Co President & CEO, SCS   •       –      –    2012-07-27 4 S $48.43 $4,193,040 D/D (86,581) 558 0 -
SO Southern Co President & CEO, SCS   •       –      –    2012-07-27 4 OE $31.17 $2,711,979 D/D 86,581 26,916 0 -
SO Southern Co President & CEO, SCS   •       –      –    2011-10-27 4 OE $31.39 $2,515,498 D/D 78,529 40,541 0 -
SO Southern Co President & CEO, SCS   •       –      –    2011-10-27 4 S $43.64 $3,426,629 D/D (78,529) 541 0 -
SO Southern Co President & CEO, SCS   •       –      –    2013-03-06 4 S $45.36 $3,070,248 D/D (67,687) 8,370 0 -
SO Southern Co President & CEO, SCS   •       –      –    2013-03-06 4 OE $31.17 $2,218,912 D/D 67,687 34,728 0 -
AWK American Water Works Comp... SVP & Chief Financial Officer   •       –      –    2013-04-01 4 A $0.00 $0 D/D 41,389 41,389 0 -
AWK American Water Works Comp... President and CEO   •       •      –    2020-01-22 4 A $0.00 $0 D/D 34,431 152,755 0 -
AWK American Water Works Comp... President and CEO   •       •      –    2019-05-28 4 OE $41.27 $1,174,420 D/D 28,457 147,604 0 -
AWK American Water Works Comp... President and CEO   •       •      –    2019-05-28 4 S $113.84 $3,239,545 D/D (28,457) 119,147 0 -
SO Southern Co President & CEO, SCS   •       –      –    2011-05-18 4 OE $31.17 $821,579 D/D 26,358 26,886 0 -
SO Southern Co President & CEO, SCS   •       –      –    2011-05-18 4 S $40.35 $1,063,421 D/D (26,358) 528 0 -
AWK American Water Works Comp... President and CEO   •       •      –    2019-01-23 4 A $0.00 $0 D/D 21,851 118,243 0 -
AWK American Water Works Comp... President and CEO   •       •      –    2018-01-25 4 A $0.00 $0 D/D 21,169 95,929 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   •       •      –    2017-01-25 4 OE $0.00 $0 D/D 13,002 66,537 0 -
SO Southern Co President & CEO, SCS   •       –      –    2013-01-14 4 A $43.05 $510,142 D/D 11,850 12,421 0 -
AWK American Water Works Comp... President and CEO   •       •      –    2018-02-14 4 A $0.00 $0 D/D 10,628 97,404 0 -
AWK American Water Works Comp... President and CEO   •       •      –    2016-01-22 4 OE $0.00 $0 D/D 10,559 48,339 0 -
AWK American Water Works Comp... President and CEO   •       •      –    2019-02-14 4 A $0.00 $0 D/D 10,257 118,706 0 -
AWK American Water Works Comp... President and CEO   •       •      –    2017-01-25 4 A $0.00 $0 D/D 10,228 76,765 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   •       •      –    2019-01-23 4 D $94.24 $922,987 D/D (9,794) 108,449 0 -
AWK American Water Works Comp... President and CEO   •       •      –    2017-02-14 4 A $0.00 $0 D/D 9,271 75,870 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 -

  25  Records found
  1     
  Page 1 of 1  
 
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