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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   $27,656,750    

Indirect Value

   $1,443,241      
Total Shares   309,229      
Total Value   $29,099,992      


Raymond James Financial Inc $5,809,980 Raymond James Financial Inc $0 Southern Co $658,640 American Water Works Company Inc. $19,160,239 Dominion Energy Inc $1,397,445 Newmont Mining Corp $630,446 Raymond James Financial Inc $5,809,980 Raymond James Financial Inc $0 Southern Co $658,640 American Water Works Company Inc. $19,160,239 Dominion Energy Inc $1,397,445 Newmont Mining Corp $630,446
 


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 1 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... SVP & Chief Financial Officer   •       –      –    2013-04-01 4 A $0.00 $0 D/D 41,389 41,389 0 -
AWK American Water Works Comp... SVP & Chief Financial Officer   •       –      –    2013-05-20 4 A $42.47 $106,165 D/D 2,500 43,889 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   •       –      –    2014-02-20 4 A $0.00 $0 D/D 3,643 47,018 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   •       •      –    2014-05-09 4 A $0.00 $0 D/D 1,679 44,225 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   •       •      –    2015-02-17 4 A $0.00 $0 D/D 5,308 42,250 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   •       •      –    2016-01-22 4 A $0.00 $0 D/D 8,219 56,558 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   •       •      –    2016-02-16 4 A $0.00 $0 D/D 5,526 54,530 0 -
AWK American Water Works Comp... President and CEO   •       •      –    2016-11-28 4 B $74.90 $2,921 D/D 39 55,374 2.73 -
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   •       •      –    2017-01-01 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   •       •      –    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 OE $0.00 $0 D/D 13,002 66,537 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   •       •      –    2017-11-06 4 B $88.92 $5,335 D/D 60 76,906 2.81 -
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   •       •      –    2018-01-01 4 D $91.49 $216,740 D/D (2,369) 74,760 0 -
  183  Records found
  1  2   3   4   5   6   7   8      
  Page 1 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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