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

  
3m +/-  
Form
CVD Covance Inc Director   –       •      –    2007-02-13 4 OE $22.21 $31,094 D/D 1,400 2,400 0 -
CVD Covance Inc Director   –       •      –    2005-02-18 4 B $42.95 $42,950 D/D 1,000 1,000 2.39 -
PFG Principal Financial Group... Director   –       •      –    2008-11-21 4 B $9.09 $45,976 D/D 5,000 15,329 2.39 -
CVD Covance Inc Director   –       •      –    2009-05-20 4 D $39.98 $47,976 D/D (1,200) 2,400 0 -
CVD Covance Inc Director   •       •      –    2013-05-08 4 D $74.27 $48,424 D/D (652) 12,888 0 -
CVD Covance Inc Director   –       •      –    2011-05-20 4 D $60.98 $48,784 D/D (800) 7,000 0 -
PFG Principal Financial Group... Director   –       •      –    2012-03-15 4 OE $27.48 $54,960 D/D 2,000 29,799 0 -
CVD Covance Inc Director   –       •      –    2010-05-20 4 D $51.69 $56,859 D/D (1,100) 2,400 0 -
PFG Principal Financial Group... Director   –       •      –    2012-03-15 4 S $28.58 $57,160 D/D (2,000) 27,799 0 -
PFG Principal Financial Group... Director   –       •      –    2013-03-15 4 OE $30.16 $58,360 D/D 1,935 35,135 0 -
PFG Principal Financial Group... Director   –       •      –    2013-12-10 4 OE $34.34 $64,731 D/D 1,885 38,593 0 -
PFG Principal Financial Group... Director   –       •      –    2013-03-15 4 S $34.12 $66,022 D/D (1,935) 33,200 0 -
PFG Principal Financial Group... Director   –       •      –    2022-10-19 4 S $80.02 $80,020 D/D (1,000) 35,747 0 %
CVD Covance Inc Director   –       •      –    2012-05-21 4 D $45.39 $90,780 D/D (2,000) 9,173 0 -
PFG Principal Financial Group... Director   –       •      –    2013-12-10 4 S $49.16 $92,667 D/D (1,885) 36,708 0 -
CVD Covance Inc Director   •       •      –    2012-11-23 4 OE $38.62 $115,860 D/D 3,000 12,173 0 -
CVD Covance Inc Director   –       •      –    2010-08-02 4 OE $22.21 $116,266 D/D 4,600 7,000 0 -
CVD Covance Inc Director   •       •      –    2013-05-20 4 D $75.96 $121,538 D/D (1,600) 12,888 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   •       •      –    2013-06-05 4 OE $46.40 $129,920 D/D 2,800 15,688 0 -
CVD Covance Inc Director   •       •      –    2013-09-05 4 OE $48.48 $145,440 D/D 3,000 18,688 0 -
CVD Covance Inc Director   •       •      –    2014-02-10 4 OE $52.39 $146,692 D/D 2,800 18,488 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   –       •      –    2006-05-22 4 D $58.43 $259,699 D/D (4,445) 1,000 -
CVD Covance Inc Director   •       •      –    2014-02-10 4 S $99.03 $277,284 D/D (2,800) 15,688 0 -
  154  Records found
  1   2   3   4   5   6  7      
  Page 6 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
 
 
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