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Insider Information:   Lillis Terrance J.
Relationship:   Director
City:   Des Moines
State:   IA
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   130,085    

Indirect Shares

  4,044      
Direct Value   $8,678,858    

Indirect Value

  $139,653      
Total Shares   134,129      
Total Value   $8,818,511      


Principal Financial Group Inc
 $7,644,152 Citizens Financial Group, Inc.
 $1,034,706 Principal Financial Group Inc
 $7,644,152 Citizens Financial Group, Inc.
 $1,034,706
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    4   
    0    

     Stock price went up :

    4   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   4.0   
   0.0   
     Percentage Gain/Loss :
   25.3%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Principal Financial Group Inc PFG EVP 2017-03-31 99,715 2017-03-31 44    Premium*  
            Citizens Financial Group, Inc. CFG Director 2024-05-15 30,370 2024-05-15 4,000    Premium*  
* Premium Members only  

Records found :    99         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 4
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
CFG Citizens Financial Group,... Director   –       •      –    2023-08-16 4 A $0.00 $0 D/D 366 24,878 0 -
CFG Citizens Financial Group,... Director   –       •      –    2023-10-27 4 B $22.87 $22,865 I/I 1,000 4,000 2.1 %
CFG Citizens Financial Group,... Director   –       •      –    2023-11-15 4 A $0.00 $0 D/D 382 25,261 0 -
CFG Citizens Financial Group,... Director   –       •      –    2024-02-14 4 A $0.00 $0 D/D 339 25,600 0 -
CFG Citizens Financial Group,... Director   –       •      –    2024-04-25 4 A $0.00 $0 D/D 4,428 30,028 0 -
CFG Citizens Financial Group,... Director   –       •      –    2024-05-15 4 A $0.00 $0 D/D 342 30,370 0 -
PFG Principal Financial Group... EVP   •       –      –    2017-02-14 4 OE $60.10 $443,538 D/D 7,380 97,303 0 -
PFG Principal Financial Group... EVP   •       –      –    2017-02-14 4 AS $62.50 $461,250 D/D (7,380) 89,923 0 -
PFG Principal Financial Group... EVP   •       –      –    2017-02-27 4 A $0.00 $0 D/D 9,781 99,704 0 -
PFG Principal Financial Group... EVP   •       –      –    2017-03-31 4 A $0.00 $0 D/D 6 99,715 0 -
PFG Principal Financial Group... EVP & Chief Financial Officer   •       –      –    2015-02-23 4 A $0.00 $0 D/D 16,486 81,416 0 -
PFG Principal Financial Group... EVP & Chief Financial Officer   •       –      –    2015-03-27 4 A $0.00 $0 D/D 145 81,631 0 -
PFG Principal Financial Group... EVP & Chief Financial Officer   •       –      –    2015-06-26 4 A $0.00 $0 D/D 148 81,854 0 -
PFG Principal Financial Group... EVP & Chief Financial Officer   •       –      –    2015-07-21 4 OE $27.46 $60,742 D/D 2,212 84,066 0 -
PFG Principal Financial Group... EVP & Chief Financial Officer   •       –      –    2015-07-21 4 AS $53.50 $118,342 D/D (2,212) 81,854 0 -
PFG Principal Financial Group... EVP & Chief Financial Officer   •       –      –    2015-07-24 4 AS $53.50 $2,655,633 D/D (49,638) 81,854 0 -
PFG Principal Financial Group... EVP & Chief Financial Officer   •       –      –    2015-07-24 4 OE $27.46 $1,363,059 D/D 49,638 131,492 0 -
PFG Principal Financial Group... EVP & Chief Financial Officer   •       –      –    2015-07-31 4 AS $55.75 $180,351 D/D (3,235) 81,854 0 -
PFG Principal Financial Group... EVP & Chief Financial Officer   •       –      –    2015-07-31 4 OE $49.25 $159,324 D/D 3,235 85,089 0 -
PFG Principal Financial Group... EVP & Chief Financial Officer   •       –      –    2015-09-25 4 A $0.00 $0 D/D 163 82,585 0 -
PFG Principal Financial Group... EVP & Chief Financial Officer   •       –      –    2015-11-10 4 GD $0.00 $0 D/D 500 82,085 0 -
PFG Principal Financial Group... EVP & Chief Financial Officer   •       –      –    2015-11-12 4 GD $0.00 $0 D/D 500 81,585 0 -
PFG Principal Financial Group... EVP & Chief Financial Officer   •       –      –    2015-12-09 4 GD $0.00 $0 D/D 500 81,085 0 -
PFG Principal Financial Group... EVP & Chief Financial Officer   •       –      –    2015-12-28 4 A $0.00 $0 D/D 173 81,346 0 -
PFG Principal Financial Group... EVP & Chief Financial Officer   •       –      –    2016-02-22 4 A $0.00 $0 D/D 18,063 99,409 0 -

  99  Records found
  1   2  3   4      
  Page 2 of 4  
 
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