| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | Director | Common Stock | 46,221 | $5,153,589 | $111.50 | 23 Feb 2023 | Direct |
| DOMINION ENERGY, INC | Director | Common Stock | 30,934 | $1,691,474 | $54.68 | 07 May 2025 | Direct |
| CARRIER GLOBAL Corp | Director | Director DSU | 22,685 | $1,378,570 | $60.77 | 09 Apr 2025 | Direct |
| DOMINION ENERGY, INC | Director | Common Stock | 21,315 | $1,165,490 | $54.68 | 07 May 2025 | By Company Trust for Director |
| NEWMONT Corp /DE/ | Director | Common Stock, $1.60 par value | 14,848 | $443,361 | $29.86 | 26 Apr 2024 | Direct |
| RAYMOND JAMES FINANCIAL INC | Director | Restricted Stock Units | 0 | $110.88 | 23 Feb 2023 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| D | DOMINION ENERGY, INC | 07 May 2025 | 2 | +$344,976 | 4 | Director | 08 May 2025, 16:50 |
| CARR | CARRIER GLOBAL Corp | 09 Apr 2025 | 1 | +$334,000 | 4 | Director | 11 Apr 2025, 17:08 |
| D | DOMINION ENERGY, INC | 07 May 2024 | 2 | +$355,037 | 4 | Director | 08 May 2024, 18:01 |
| NEM | NEWMONT Corp /DE/ | 26 Apr 2024 | 1 | $0 | 4 | Director | 30 Apr 2024, 17:21 |
| CARR | CARRIER GLOBAL Corp | 18 Apr 2024 | 1 | +$325,000 | 4 | Director | 19 Apr 2024, 17:07 |
| NEM | NEWMONT Corp /DE/ | 06 Nov 2023 | 1 | $0 | 4 | Director | 08 Nov 2023, 19:53 |
| D | DOMINION ENERGY, INC | 10 May 2023 | 2 | +$305,044 | 4 | Director | 11 May 2023, 19:57 |
| NEM | NEWMONT Corp /DE/ | 28 Apr 2023 | 1 | $0 | 4 | Director | 02 May 2023, 18:11 |
| CARR | CARRIER GLOBAL Corp | 20 Apr 2023 | 1 | +$325,000 | 4 | Director | 21 Apr 2023, 16:19 |
| RJF | RAYMOND JAMES FINANCIAL INC | 23 Feb 2023 | 2 | $0 | 4 | Director | 27 Feb 2023, 11:09 |
| CARR | CARRIER GLOBAL Corp | 15 Jan 2023 | 1 | +$162,500 | 4 | Director | 18 Jan 2023, 15:12 |
| CARR | CARRIER GLOBAL Corp | 15 Jan 2023 | 0 | $0 | 3 | Director | 17 Jan 2023, 15:08 |
| D | DOMINION ENERGY, INC | 11 May 2022 | 2 | +$285,057 | 4 | Director | 12 May 2022, 16:55 |
| NEM | NEWMONT Corp /DE/ | 22 Apr 2022 | 1 | $0 | 4 | Director | 26 Apr 2022, 17:39 |
| RJF | RAYMOND JAMES FINANCIAL INC | 24 Feb 2022 | 3 | $0 | 4 | Director | 28 Feb 2022, 07:42 |
| D | DOMINION ENERGY, INC | 24 Nov 2021 | 1 | +$111,630 | 4 | Director | 29 Nov 2021, 10:05 |
| D | DOMINION ENERGY, INC | 10 Feb 2017 | 8 | +$26,752 | 4 | Director | 25 Sep 2023, 18:36 |