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Insider Trading Intelligence
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Susan N. Story

D
DIRECTOR · DOMINION ENERGY, INC · CIK 0001233549
FILING MIX · LIFETIME86%/14%
BUYS
43
SELLS
7
TOTAL VALUE
$6.38M
COMPANIES
5
ACTIVE SINCE
Feb 2017
HOLDINGS NOW
211,859
AVG SELL PX
$133.03
TRADE KIND
SHOWING 50 / 50
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
5 backtested trades · 8 horizonsHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Susan N. Story, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d5+20.00%-1.81%-2.68%+0.87%+2.08%
14d5+60.00%+0.31%-0.68%+0.99%+1.19%
30d5+60.00%+0.20%-1.74%+1.94%+3.59%
60d5+40.00%-5.68%-5.12%-0.56%-3.76%
90d5+40.00%-4.91%-1.91%-3.00%-7.93%
180d5+60.00%-4.05%-4.51%+0.46%+4.53%
1y5+20.00%-14.85%+0.25%-15.10%-6.12%
2y5+20.00%-27.85%+17.25%-45.09%-37.98%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
D · 24,965.397 shares · as of May 5, 2026
08,79717,59526,39235,190201820192020202120222023202420252026SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2017
2017
2017
2017
2018
2018
2018
2018
2019
2019
2019
2019
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 43 buys / 7 sellsCOVERAGE · 38 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
D
DOMINION ENERGY, INC
PURCHASEGRANT
Stock grant
2,820$62.95$177.5K35,189.751May 5, 2026May 7, 2026View →
D
DOMINION ENERGY, INC
PURCHASEGRANT
Stock grant
2,661$62.95$167.5K24,965.397May 5, 2026May 7, 2026View →
CARR
CARRIER GLOBAL CORP
PURCHASEGRANT
Stock grant
5,807.003$58.55$340.0K28,823.737Apr 15, 2026Apr 17, 2026View →
D
DOMINION ENERGY, INC
PURCHASEGRANT
Stock grant
3,063$54.68$167.5K21,314.751May 7, 2025May 8, 2025View →
D
DOMINION ENERGY, INC
PURCHASEGRANT
Stock grant
3,246$54.68$177.5K30,934.067May 7, 2025May 8, 2025View →
CARR
CARRIER GLOBAL CORP
PURCHASEGRANT
Stock grant
5,496.133$60.77$334.0K22,685.034Apr 9, 2025Apr 11, 2025View →
D
DOMINION ENERGY, INC
PURCHASEGRANT
Stock grant
3,258$51.41$167.5K26,346.916May 7, 2024May 8, 2024View →
D
DOMINION ENERGY, INC
PURCHASEGRANT
Stock grant
3,648$51.41$187.5K17,367.408May 7, 2024May 8, 2024View →
NEM
NEWMONT CORP /DE/
PURCHASEGRANT
Stock grant
4,21214,848Apr 26, 2024Apr 30, 2024View →
CARR
CARRIER GLOBAL CORP
PURCHASEGRANT
Stock grant
6,088.423$53.38$325.0K16,985.426Apr 18, 2024Apr 19, 2024View →
NEM
NEWMONT CORP /DE/
PURCHASEGRANT
Stock grant
5110,636Nov 6, 2023Nov 8, 2023View →
D
DOMINION ENERGY, INC
PURCHASE
54$53.70$2.9K22,162.121Jun 20, 2023Sep 25, 2023View →
D
DOMINION ENERGY, INC
PURCHASEGRANT
Stock grant
2,965$56.50$167.5K21,525.047May 10, 2023May 11, 2023View →
D
DOMINION ENERGY, INC
PURCHASEGRANT
Stock grant
2,434$56.50$137.5K13,001.03May 10, 2023May 11, 2023View →
NEM
NEWMONT CORP /DE/
PURCHASEGRANT
Stock grant
3,79710,585Apr 28, 2023May 2, 2023View →
CARR
CARRIER GLOBAL CORP
PURCHASEGRANT
Stock grant
7,161.745$45.38$325.0K10,738.677Apr 20, 2023Apr 21, 2023View →
RJF
RAYMOND JAMES FINANCIAL INC
PURCHASE
1,68346,220.532Feb 23, 2023Feb 27, 2023View →
RJF
RAYMOND JAMES FINANCIAL INC
SALE
1,6830Feb 23, 2023Feb 27, 2023View →
CARR
CARRIER GLOBAL CORP
PURCHASEGRANT
Stock grant
3,576.932$45.43$162.5K3,576.932Jan 15, 2023Jan 18, 2023View →
D
DOMINION ENERGY, INC
PURCHASE
42$85.56$3.6K21,836.047Aug 16, 2022Sep 25, 2023View →
D
DOMINION ENERGY, INC
PURCHASEGRANT
Stock grant
2,044$81.96$167.5K17,823.347May 11, 2022May 12, 2022View →
D
DOMINION ENERGY, INC
PURCHASEGRANT
Stock grant
1,434$81.96$117.5K10,147.491May 11, 2022May 12, 2022View →
NEM
NEWMONT CORP /DE/
PURCHASEGRANT
Stock grant
2,4156,788Apr 22, 2022Apr 26, 2022View →
RJF
RAYMOND JAMES FINANCIAL INC
PURCHASE
1,92544,537.532Feb 24, 2022Feb 26, 2022View →
RJF
RAYMOND JAMES FINANCIAL INC
PURCHASEGRANT
Stock grant
1,6833,608Feb 24, 2022Feb 26, 2022View →
RJF
RAYMOND JAMES FINANCIAL INC
SALE
1,9251,683Feb 24, 2022Feb 26, 2022View →
D
DOMINION ENERGY, INC
PURCHASE
43$79.49$3.4K21,794.047Jan 19, 2022Sep 25, 2023View →
D
DOMINION ENERGY, INC
PURCHASE
1,500$74.42$111.6K15,525.067Nov 24, 2021Nov 29, 2021View →
D
DOMINION ENERGY, INC
PURCHASE
67$76.84$5.1K21,751.049Aug 11, 2021Sep 25, 2023View →
D
DOMINION ENERGY, INC
PURCHASEGRANT
Stock grant
2,109$79.41$167.5K13,791.852May 5, 2021May 6, 2021View →
D
DOMINION ENERGY, INC
PURCHASEGRANT
Stock grant
1,354$79.41$107.5K8,429.922May 5, 2021May 6, 2021View →
NEM
NEWMONT CORP /DE/
PURCHASEGRANT
Stock grant
2,8884,373Apr 29, 2021Apr 30, 2021View →
RJF
RAYMOND JAMES FINANCIAL INC
PURCHASE
1,48128,408.532Feb 18, 2021Feb 22, 2021View →
RJF
RAYMOND JAMES FINANCIAL INC
SALE
1,4811,283Feb 18, 2021Feb 22, 2021View →
RJF
RAYMOND JAMES FINANCIAL INC
PURCHASEGRANT
Stock grant
1,2832,764Feb 18, 2021Feb 22, 2021View →
NEM
NEWMONT CORP /DE/
PURCHASEGRANT
Stock grant
1,4851,485Sep 11, 2020Sep 14, 2020View →
D
DOMINION ENERGY, INC
PURCHASEGRANT
Stock grant
2,149$77.94$167.5K11,220.905May 6, 2020May 8, 2020View →
D
DOMINION ENERGY, INC
PURCHASEGRANT
Stock grant
1,379$77.94$107.5K6,795.481May 6, 2020May 8, 2020View →
RJF
RAYMOND JAMES FINANCIAL INC
PURCHASE
1,78926,927.532Feb 20, 2020Feb 21, 2020View →
RJF
RAYMOND JAMES FINANCIAL INC
PURCHASEGRANT
Stock grant
1,4813,270Feb 20, 2020Feb 21, 2020View →
RJF
RAYMOND JAMES FINANCIAL INC
SALE
1,7891,481Feb 20, 2020Feb 21, 2020View →
AWK
AMERICAN WATER WORKS COMPANY, INC.
PURCHASEGRANT
Stock grant
7,758143,222Feb 11, 2020Feb 12, 2020View →
AWK
AMERICAN WATER WORKS COMPANY, INC.
SALE
President and CEO
1,523$136.20$207.4K135,464Jan 31, 2020Feb 4, 2020View →
AWK
AMERICAN WATER WORKS COMPANY, INC.
SALE
President and CEO
15,768$134.05$2.11M136,987Jan 22, 2020Jan 24, 2020View →
AWK
AMERICAN WATER WORKS COMPANY, INC.
PURCHASEGRANT
Stock grant
34,431152,755Jan 22, 2020Jan 24, 2020View →
AWK
AMERICAN WATER WORKS COMPANY, INC.
SALE
President and CEO
2,054$122.85$252.3K118,324Jan 1, 2020Jan 3, 2020View →
D
DOMINION ENERGY, INC
PURCHASE
48$68.54$3.3K21,684.049Jan 29, 2019Sep 25, 2023View →
D
DOMINION ENERGY, INC
PURCHASE
31$79.71$2.5K21,636.047May 22, 2017Sep 25, 2023View →
D
DOMINION ENERGY, INC
PURCHASE
46$74.90$3.4K21,605.047Feb 21, 2017Sep 25, 2023View →
D
DOMINION ENERGY, INC
PURCHASE
34$73.11$2.5K21,559.047Feb 10, 2017Sep 25, 2023View →
Other insiders · D
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About this filer
CIK 0001233549
ROLE
Director
PRIMARY
D
COMPANIES
5
ACTIVE SINCE
Feb 2017
MARKETPEEL · /INSIDER/0001233549DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
FREE · DAILY · 6 AM ET

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