Susan N Story

CIK 1233549 · View on SEC EDGAR ↗

Insider

First SEC filing: May 27, 2008 · Latest: May 27, 2008

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 87 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

87 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
June 20, 2023 D P 54 $53.70 $2,900 22,162 Direct +0.24% Acquired 25.8% (price as of 2026-08-21)
Aug. 16, 2022 D P 42 $85.56 $3,594 21,836 Direct +0.19% Acquired -21.0% (price as of 2026-08-21)
Jan. 19, 2022 D P 43 $79.49 $3,418 21,794 Direct +0.20% Acquired -15.0% (price as of 2026-08-21)
Nov. 24, 2021 D P 1,500 $74.42 $111,630 15,525 Direct +10.70% Acquired -9.2% (price as of 2026-08-21)
Aug. 11, 2021 D P 67 $76.84 $5,148 21,751 Direct +0.31% Acquired -12.1% (price as of 2026-08-21)
May 28, 2019 AWK S 28,457 $113.84 $3,239,545 119,147 Direct -19.28% Disposed 20.3% (price as of 2026-08-21)
Jan. 29, 2019 D P 48 $68.54 $3,290 21,684 Direct +0.22% Acquired -1.4% (price as of 2026-08-21)
Nov. 27, 2018 AWK P 96 $91.91 $8,823 98,751 Direct +0.10% Acquired 49.0% (price as of 2026-08-21)
Nov. 6, 2017 AWK P 60 $88.92 $5,335 76,906 Direct +0.08% Acquired 54.0% (price as of 2026-08-21)
May 22, 2017 D P 31 $79.71 $2,471 21,636 Direct +0.14% Acquired -15.3% (price as of 2026-08-21)
Feb. 21, 2017 D P 46 $74.90 $3,445 21,605 Direct +0.21% Acquired -9.8% (price as of 2026-08-21)
Feb. 10, 2017 D P 34 $73.11 $2,486 21,559 Direct +0.16% Acquired -7.6% (price as of 2026-08-21)
Feb. 3, 2017 D P 1,000 $71.90 $71,900 1,562 Direct +177.94% Acquired -6.1% (price as of 2026-08-21)

Showing latest 100 of 214 transactions

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
April 15, 2026 CARR Director DSU Common Stock (5,807) — — 5,807 Acquired
April 9, 2025 CARR Director DSU Common Stock (5,496) — — 5,496 Acquired
April 18, 2024 CARR Director DSU Common Stock (6,088) — — 6,088 Acquired
April 20, 2023 CARR Director DSU Common Stock (7,162) — — 7,162 Acquired
Feb. 23, 2023 RJF Restricted Stock Units Common Stock (1,683) — — 1,683 Disposed
Jan. 15, 2023 CARR Director DSU Common Stock (3,577) — — 3,577 Acquired
Feb. 24, 2022 RJF Restricted Stock Units Common Stock (1,683) — — 1,683 Acquired
Feb. 24, 2022 RJF Restricted Stock Units Common Stock (1,925) — — 1,925 Disposed
Feb. 18, 2021 RJF Restricted Stock Units Common Stock (1,283) — — 1,283 Acquired
Feb. 18, 2021 RJF Restricted Stock Units Common Stock (1,481) — — 1,481 Disposed
Feb. 20, 2020 RJF Restricted Stock Units Common Stock (1,481) — — 1,481 Acquired
Feb. 20, 2020 RJF Restricted Stock Units Common Stock (1,789) — — 1,789 Disposed
May 28, 2019 AWK Employee Stock Option (right to buy) Common Stock (28,457) $41.27 Dec. 31, 2019 28,457 Disposed
Feb. 28, 2019 RJF Restricted Stock Units Common Stock (1,789) — — 1,789 Acquired
Feb. 28, 2019 RJF Restricted Stock Units Common Stock (1,644) — — 1,644 Disposed
Feb. 21, 2019 RJF Restricted Stock Units Common Stock (400) — Feb. 21, 2019 400 Disposed
Feb. 22, 2018 RJF Restricted Stock Units Common Stock (1,644) — — 1,644 Acquired
Feb. 22, 2018 RJF Restricted Stock Units Common Stock (1,580) — — 1,580 Disposed
Feb. 22, 2018 RJF Restricted Stock Units Common Stock (400) — Feb. 22, 2018 400 Disposed
Feb. 21, 2018 RJF Restricted Stock Units Common Stock (400) — Feb. 21, 2019 400 Disposed
Feb. 24, 2017 RJF Restricted Stock Units Common Stock (400) — Feb. 24, 2017 400 Disposed
Feb. 22, 2017 RJF Restricted Stock Units Common Stock (400) — Feb. 22, 2018 400 Disposed
Feb. 21, 2017 RJF Restricted Stock Units Common Stock (1,200) — Feb. 21, 2019 1,200 Disposed
Feb. 16, 2017 RJF Restricted Stock Units Common Stock (2,849) — — 2,849 Disposed
Feb. 16, 2017 RJF Restricted Stock Units Common Stock (1,580) — — 1,580 Acquired
Jan. 25, 2017 AWK Performance Stock Units Common Stock — Dec. 31, 2016 13,002 Disposed
Jan. 25, 2017 AWK Performance Stock Units Common Stock — Dec. 31, 2016 5,573 Acquired
Feb. 25, 2016 RJF Restricted Stock Units Common Stock (400) — Feb. 25, 2016 400 Disposed
Feb. 24, 2016 RJF Restricted Stock Units Common Stock (400) — Feb. 24, 2017 400 Disposed
Feb. 22, 2016 RJF Restricted Stock Units Common Stock (1,200) — Feb. 22, 2018 1,200 Disposed
Feb. 21, 2016 RJF Restricted Stock Units Common Stock (2,208) — Feb. 21, 2016 2,208 Disposed
Feb. 19, 2016 RJF Restricted Stock Units Common Stock (2,849) — — 2,849 Acquired
Feb. 16, 2016 AWK Employee Stock Option (right to buy) Common Stock (54,628) $65.15 Dec. 31, 2022 54,628 Acquired
Jan. 22, 2016 AWK Performance Stock Units Common Stock (10,559) — Dec. 31, 2015 10,559 Disposed
Jan. 22, 2016 AWK Performance Stock Units Common Stock (4,525) — Dec. 31, 2015 4,525 Acquired
Feb. 25, 2015 RJF Restricted Stock Units Common Stock (400) — Feb. 25, 2016 400 Disposed
Feb. 24, 2015 RJF Restricted Stock Units Common Stock (1,200) — Feb. 24, 2017 1,200 Disposed
Feb. 21, 2015 RJF Restricted Stock Units Common Stock (2,208) — Feb. 21, 2016 2,208 Acquired
Feb. 17, 2015 AWK Employee Stock Option (right to buy) Common Stock (45,089) $52.75 Dec. 31, 2021 45,089 Acquired
Jan. 14, 2015 RJF Employee Stock Option (right to buy) Common Stock (2,500) $26.69 Feb. 19, 2015 2,500 Disposed
May 9, 2014 AWK Employee Stock Option (right to buy) Common Stock (14,966) $46.26 Dec. 31, 2020 14,966 Acquired
May 9, 2014 AWK Performance Stock Unit Common Stock (2,288) — Dec. 31, 2016 2,288 Acquired
Feb. 25, 2014 RJF Restricted Stock Units Common Stock (1,200) — Feb. 25, 2016 1,200 Disposed
Feb. 21, 2014 RJF Restricted Stock Units Common Stock (2,000) — Feb. 21, 2019 2,000 Acquired
Feb. 20, 2014 AWK Employee Stock Option (right to buy) Common Stock (29,944) $44.06 Dec. 31, 2020 29,944 Acquired
Feb. 20, 2014 AWK Performance Stock Unit Common Stock (5,141) — Dec. 31, 2016 5,141 Acquired
Dec. 5, 2013 RJF Employee Stock Option (right to buy) Common Stock (2,500) $15.91 Feb. 20, 2014 2,500 Disposed
April 1, 2013 AWK Employee Stock Option (right to buy) Common Stock (28,457) $41.27 Dec. 31, 2019 28,457 Acquired
April 1, 2013 AWK Performance Stock Units Common Stock (6,034) — Dec. 31, 2015 6,034 Acquired
March 6, 2013 SOMN Option Right To Buy [F1,F2] Southern Company Common Stock (26,358) $31.17 Feb. 15, 2020 26,358 Disposed
March 6, 2013 SOMN Option Right to Buy [F1,F2] Southern Company Common Stock (41,329) $33.81 Feb. 20, 2016 41,329 Disposed
Feb. 22, 2013 RJF Restricted Stock Units Common Stock — Feb. 22, 2018 2,000 Acquired
Feb. 11, 2013 SOMN Option Right to Buy Southern Company Common Stock (114,960) $44.06 Feb. 11, 2023 114,960 Acquired
Nov. 30, 2012 RJF Employee Stock Option (right to buy) Common Stock (2,500) $25.87 Feb. 15, 2013 2,500 Disposed
July 27, 2012 SOMN Option Right To Buy Southern Company Common Stock (263,580) $31.17 Feb. 15, 2020 26,358 Disposed
July 27, 2012 SOMN Option Right to Buy Southern Company Common Stock (60,223) $31.39 Feb. 16, 2019 60,223 Disposed
Feb. 24, 2012 RJF Restricted Stock Units Common Stock — Feb. 24, 2017 2,000 Acquired
Feb. 13, 2012 SOMN Option Right to Buy Southern Company Common Stock (90,129) $44.42 Feb. 13, 2022 90,129 Acquired
Oct. 27, 2011 SOMN Option Right to Buy Southern Company Common Stock (40,000) $31.39 Feb. 16, 2019 40,000 Disposed
Oct. 27, 2011 SOMN Option Right to Buy [F1,F2] Southern Company Common Stock (38,529) $32.70 Feb. 18, 2015 38,529 Disposed
May 18, 2011 SOMN Option Right To Buy [F1,F2] Southern Company Common Stock (26,358) $31.17 Feb. 15, 2020 26,358 Disposed
Feb. 25, 2011 RJF Restricted Stock Units Common Stock — Feb. 25, 2016 2,000 Acquired
Feb. 19, 2010 RJF Employee Stock Option (right to buy) Common Stock (2,500) $26.69 Feb. 19, 2015 2,500 Acquired
Feb. 20, 2009 RJF Employee Stock Option (right to buy) Common Stock (2,500) $15.91 Feb. 20, 2014 2,500 Acquired
Feb. 16, 2009 SOMN Option Right to Buy Southern Company Common Stock (100,223) $31.39 Feb. 16, 2019 100,223 Acquired
Feb. 15, 2008 RJF Employee Stock Option (right to buy) Common Stock (2,500) $25.87 Feb. 15, 2013 2,500 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 8 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
Sept. 4, 2008 SOMN Southern Company Common Stock 458 Direct
Sept. 4, 2008 SOMN Southern Company Common Stock 5,326 Indirect
Sept. 4, 2008 SOMN Option Right to Buy→ Southern Company Common Stock (38,529) 38,529 Direct
Sept. 4, 2008 SOMN Option Right to Buy→ Southern Company Common Stock (41,329) 41,329 Direct
Sept. 4, 2008 SOMN Option Right to Buy→ Southern Company Common Stock (43,472) 43,472 Direct
Sept. 4, 2008 SOMN Option Right to Buy→ Southern Company Common Stock (43,406) 43,406 Direct
Sept. 4, 2008 SOMN Phantom Stock Units→ Southern Company Common Stock (7,955) 7,955 Direct
Feb. 19, 2008 RJF Common Stock 100 Direct

Compensation (DEF 14A)

Matched by name from proxy statements (DEF 14A) — verify against the filing.

AWK

Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2018 $944,229 — — — $938,600 — $263,172 $4,983,114
2017 $920,984 — — — $970,094 — $215,949 $4,357,075
2016 $876,923 — — — $1,188,000 — $231,578 $4,096,532

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.