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Insider Information:   Franklin Chris
Relationship:   Director
City:   Bryn Mawr
State:   PA
   
Insider Summary:
  
   
Companies Owned :   4    
Direct Shares   290,392    

Indirect Shares

  38,195      
Direct Value   $13,312,955    

Indirect Value

  $1,983,848      
Total Shares   328,587      
Total Value   $15,296,803      


Essential Utilities Ord Shs
 $12,817,597 Harleysville Group Inc
 $0 CenterPoint Energy Inc
 $495,357 Essential Utilities Ord Shs
 $12,817,597 Harleysville Group Inc
 $0 CenterPoint Energy Inc
 $495,357
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Essential Utilities Ord Shs WTRG Chief Executive Officer 2024-02-26 246,777 2024-02-26 38,195    Premium*  
            Harleysville Group Inc HGIC Director of Parent Com... 2010-04-28 27,147 2010-04-28 0    Premium*  
            ITC Holdings Corp ITC Director 2016-10-14 0 2011-09-30 0    Premium*  
            CenterPoint Energy Inc CNP Director 2024-05-01 16,468 2022-05-02 0    Premium*  
* Premium Members only  

Records found :    107         Free Registration Required For Full Results.    Limit: 25

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  Page 4 of 5
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
ITC ITC Holdings Corp Director   •       •      –    2016-09-30 4 A $0.00 $0 D/D 457 12,355 0 -
ITC ITC Holdings Corp Director   •       •      –    2016-10-14 4 D $0.00 $265,450 D/D (12,355) 0 0 -
CNP CenterPoint Energy Inc Director   –       •      –    2022-05-02 4 A $0.00 $0 D/D 5,129 5,129 0 -
CNP CenterPoint Energy Inc Director   –       •      –    2023-05-01 4 A $0.00 $0 D/D 5,541 10,670 0 -
CNP CenterPoint Energy Inc Director   –       •      –    2024-05-01 4 A $0.00 $0 D/D 5,798 16,468 0 -
HGIC Harleysville Group Inc Director of Parent Company   –       –      –    2010-04-28 4 A $0.00 $0 D/D 1,530 27,147 0 -
WTRG Essential Utilities Ord S... Exec. VP & COO Reg. Ops   •       –      –    2012-05-14 4 S $22.68 $30,396 D/D (1,340) 25,264 0 -
WTRG Essential Utilities Ord S... Exec. VP & COO Reg. Ops   •       •      –    2013-01-22 4 D $27.00 $47,034 D/D (1,742) 19,120 0 -
WTRG Essential Utilities Ord S... Exec. VP & COO Reg. Ops   •       •      –    2013-02-20 4 D $28.58 $20,660 D/D (723) 19,593 0 -
WTRG Essential Utilities Ord S... Exec. VP & COO Reg. Ops   •       •      –    2013-02-20 4 OE $28.58 $34,176 D/D 1,196 20,316 0 -
WTRG Essential Utilities Ord S... Exec. VP & COO Reg. Ops   •       •      –    2013-02-27 4 A $29.10 $104,760 D/D 3,600 23,193 0 -
WTRG Essential Utilities Ord S... Exec. VP & COO Reg. Ops   •       •      –    2013-07-08 4 D $31.56 $317,746 D/D (10,068) 30,061 0 -
WTRG Essential Utilities Ord S... Exec. VP & COO Reg. Ops   •       •      –    2013-07-08 4 OE $16.15 $317,682 D/D 16,936 33,447 0 -
WTRG Essential Utilities Ord S... Exec. VP & COO Reg. Ops   •       •      –    2013-07-09 4 OE $23.26 $8,188 D/D 352 30,413 0 -
WTRG Essential Utilities Ord S... Exec. VP & COO Reg. Ops   •       •      –    2014-02-20 4 D $24.60 $130,380 D/D (5,300) 40,378 0 -
WTRG Essential Utilities Ord S... Exec. VP & COO Reg. Ops   •       •      –    2014-02-20 4 OE $12.92 $99,006 D/D 7,663 45,678 0 -
WTRG Essential Utilities Ord S... Exec. VP & COO Reg. Ops   •       •      –    2014-02-21 4 OE $18.61 $7,909 D/D 425 40,803 0 -
WTRG Essential Utilities Ord S... Exec. VP & COO Reg. Ops   •       •      –    2014-02-25 4 A $0.00 $0 D/D 7,434 48,237 0 -
WTRG Essential Utilities Ord S... Exec. VP & COO Reg. Ops   •       •      –    2014-02-25 4 D $24.85 $76,150 D/D (3,065) 45,172 0 -
WTRG Essential Utilities Ord S... Exec. VP & COO Reg. Ops   •       •      –    2014-02-27 4 A $0.00 $0 D/D 4,200 49,372 0 -
WTRG Essential Utilities Ord S... Exec. VP & COO Reg. Ops   •       •      –    2014-03-13 4/A S $25.00 $468,750 D/D (18,750) 49,372 0 -
WTRG Essential Utilities Ord S... Exec. VP & COO Reg. Ops   •       •      –    2014-03-13 4 S $25.00 $468,750 D/D (18,750) 30,622 0 -
WTRG Essential Utilities Ord S... Exec. VP & COO Reg. Ops   •       •      –    2014-03-13 4 OE $13.72 $257,250 D/D 18,750 49,372 0 -
WTRG Essential Utilities Ord S... Exec. VP & COO Reg. Ops   •       •      –    2014-03-13 4/A OE $13.72 $257,250 D/D 18,750 68,122 0 -
WTRG Essential Utilities Ord S... Exec. VP & COO Reg. Ops   •       •      –    2014-11-18 4 OE $15.30 $239,063 D/D 15,625 64,997 0 -

  107  Records found
  1   2   3   4  5      
  Page 4 of 5  
 
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