Susan Story

Insider profile

Currently holds positions in Dominion Energy Inc and Raymond James Financial Inc

Performance

Overall performance
2.4
Performance over holding periods
4.2
30 days 90 days 120 days
Average return -1% 8.2% 15.1%
Success rate 4% 68% 82%
Transactions
11 91% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Performance for realised trades
4.4
Average return 25%
Success rate 73%
Average holding period 220
Transactions 28
Ranking by realised performance

Positions

Position Company Period
Independent Director Dominion Energy Inc Jan. 24, 2017 -
Non-Executive Lead Independent Director Raymond James Financial Inc Feb. 18, 2016 -
President, Chief Executive Officer, Director American Water Works Co Inc May 9, 2014 - April 1, 2020
Non-Executive Independent Director Raymond James Financial Inc Feb. 14, 2008 - Feb. 18, 2016
Chief Financial Officer, Senior Vice President American Water Works Co Inc April 1, 2013 - May 9, 2014
Executive Vice President; President and Chief Executive Officer of Southern Company Services Southern Co Jan. 1, 2011 - April 1, 2013
Susan Story's trades of Dominion Energy Inc's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Purchase
Price
410.84
Quantity 60,771 -30.8%
Value US$1,160,352
Transaction date
Purchase
Price
234.81
Quantity 55,966 +3.9%
Value US$1,391,786
Transaction date
Purchase
Price
21.27
Quantity 73,213 +25.1%
Value US$1,528,146
Transaction date
Purchase
Price
74.42
Quantity 1,500 +10.7%
Value US$111,630
Transaction date
Purchase
Price
76.84
Quantity 67 +0.3%
Value US$5,148
Transaction date
Purchase
Price
68.54
Quantity 48 +0.2%
Value US$3,290
Transaction date
Purchase
Price
79.71
Quantity 31 +0.1%
Value US$2,471
Transaction date
Purchase
Price
74.90
Quantity 46 +0.2%
Value US$3,445
Transaction date
Purchase
Price
73.11
Quantity 34 +0.2%
Value US$2,486
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2023-09-25 2023-06-20
B Purchase
60,771 -30.8%
410.84
US$1,160,352 		60,771 -30.8% 410.84 US$1,160,352
2023-09-25 2022-08-16
B Purchase
55,966 +3.9%
234.81
US$1,391,786 		55,966 +3.9% 234.81 US$1,391,786
2023-09-25 2022-01-19
B Purchase
73,213 +25.1%
21.27
US$1,528,146 		73,213 +25.1% 21.27 US$1,528,146
2021-11-29 2021-11-24
B Purchase
1,500 +10.7%
74.42
US$111,630 		1,500 +10.7% 74.42 US$111,630
2023-09-25 2021-08-11
B Purchase
67 +0.3%
76.84
US$5,148 		67 +0.3% 76.84 US$5,148
2019-05-29 2019-05-28
S Sale
28,457 -19.3%
113.84
US$3,239,545 		28,457 -19.3% 113.84 US$3,239,545
2023-09-25 2019-01-29
B Purchase
48 +0.2%
68.54
US$3,290 		48 +0.2% 68.54 US$3,290
2018-11-29 2018-11-27
B Purchase
96 +0.1%
91.91
US$8,823 		96 +0.1% 91.91 US$8,823
2017-11-08 2017-11-06
PP Planned purchase
60 +0.1%
88.92
US$5,335 		60 +0.1% 88.92 US$5,335
2023-09-25 2017-05-22
B Purchase
31 +0.1%
79.71
US$2,471 		31 +0.1% 79.71 US$2,471
2023-09-25 2017-02-21
B Purchase
46 +0.2%
74.90
US$3,445 		46 +0.2% 74.90 US$3,445
2023-09-25 2017-02-10
B Purchase
34 +0.2%
73.11
US$2,486 		34 +0.2% 73.11 US$2,486