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Insider Information:   Helton Sandra L
Relationship:   Director
City:   Princeton
State:   NJ
   
Insider Summary:
  
   
Companies Owned :   5    
Direct Shares   35,747    

Indirect Shares

  232      
Direct Value   $2,977,010    

Indirect Value

  $4,466      
Total Shares   35,979      
Total Value   $2,981,476      


Principal Financial Group Inc
 $2,977,010 Principal Financial Group Inc
 $2,977,010
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    3    

     Stock price went up :

    0   
    1    
     Stock price went down :
    0   
    2    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
 -3.4%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Principal Financial Group Inc PFG Director 2022-10-19 35,747 2003-12-08 0    Premium*  
            Covance Inc CVD Director 2015-02-19 0 2005-02-18 0    Premium*  
            Telephone & Data Systems Inc TDS EVP and CFO, Director 2005-08-12 0 2005-12-31 232    Premium*  
            Lexmark International Inc LXK Director 2016-11-29 0 2011-02-24 0    Premium*  
            Covetrus, Inc. CVET Director 2022-10-13 0 2019-02-28 0    Premium*  
* Premium Members only  

Records found :    154         Free Registration Required For Full Results.    Limit: 25

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  Page 3 of 7
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
PFG Principal Financial Group... Director   –       •      –    2008-12-05 4 B $20.00 $1,700 D/D 85 15,565 2.31 -
CVD Covance Inc Director   •       •      –    2013-06-05 4 OE $46.40 $129,920 D/D 2,800 15,688 0 -
CVD Covance Inc Director   •       •      –    2013-09-05 4 S $81.92 $245,760 D/D (3,000) 15,688 0 -
CVD Covance Inc Director   •       •      –    2014-02-10 4 S $99.03 $277,284 D/D (2,800) 15,688 0 -
CVD Covance Inc Director   •       •      –    2014-05-07 4 D $82.63 $28,259 D/D (342) 17,772 0 -
CVD Covance Inc Director   •       •      –    2014-05-20 4 D $83.78 $126,083 D/D (1,505) 17,772 0 -
CVD Covance Inc Director   •       •      –    2014-05-06 4 A $0.00 $0 D/D 2,426 18,114 0 -
PFG Principal Financial Group... Director   –       •      –    2022-10-18 4 S $80.05 $1,123,342 D/D (14,033) 18,245 0 %
LXK Lexmark International Inc Director   •       •      –    2013-04-25 4 A $0.00 $0 D/D 4,862 18,322 0 -
LXK Lexmark International Inc Director   •       •      –    2013-06-14 4 A $0.00 $0 D/D 164 18,486 0 -
CVD Covance Inc Director   •       •      –    2014-02-10 4 OE $52.39 $146,692 D/D 2,800 18,488 0 -
LXK Lexmark International Inc Director   •       •      –    2013-09-13 4 A $0.00 $0 D/D 152 18,638 0 -
CVD Covance Inc Director   •       •      –    2013-09-05 4 OE $48.48 $145,440 D/D 3,000 18,688 0 -
LXK Lexmark International Inc Director   •       •      –    2013-12-13 4 A $0.00 $0 D/D 153 18,791 0 -
LXK Lexmark International Inc Director   •       •      –    2014-03-14 4 A $0.00 $0 D/D 124 18,915 0 -
CVD Covance Inc Director   •       •      –    2014-05-20 4 OE $0.00 $0 D/D 1,505 19,277 0 -
PFG Principal Financial Group... Director   –       •      –    2009-05-19 4 A $0.00 $0 D/D 4,565 20,130 0 -
PFG Principal Financial Group... Director   –       •      –    2009-12-04 4 A $0.00 $0 D/D 232 20,362 0 -
PFG Principal Financial Group... Director   –       •      –    2009-12-04 4 B $23.99 $1,943 D/D 81 20,443 2.31 -
LXK Lexmark International Inc Director   •       •      –    2014-04-24 4 A $0.00 $0 D/D 3,554 22,469 0 -
LXK Lexmark International Inc Director   •       •      –    2014-06-13 4 A $0.00 $0 D/D 144 22,613 0 -
LXK Lexmark International Inc Director   •       •      –    2014-09-12 4 A $0.00 $0 D/D 135 22,748 0 -
LXK Lexmark International Inc Director   •       •      –    2014-12-12 4 A $0.00 $0 D/D 165 22,913 0 -
LXK Lexmark International Inc Director   •       •      –    2015-03-13 4 A $0.00 $0 D/D 176 23,089 0 -
PFG Principal Financial Group... Director   –       •      –    2010-05-18 4 A $0.00 $0 D/D 3,335 23,778 0 -

  154  Records found
  1   2   3  4   5   6   7      
  Page 3 of 7  
 
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