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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   $9,252,376    

Indirect Value

   $144,770      
Total Shares   134,129      
Total Value   $9,397,146      


Principal Financial Group Inc $8,180,619 Citizens Financial Group, Inc. $1,071,757 Principal Financial Group Inc $8,180,619 Citizens Financial Group, Inc. $1,071,757
 


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 :
   25.2%
   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
PFG Principal Financial Group... Senior Vice President & CFO   •       –      –    2014-03-28 4 A $0.00 $0 D/D 121 65,093 0 -
PFG Principal Financial Group... Executive Vice President & CFO   •       –      –    2014-06-27 4 A $0.00 $0 D/D 127 65,278 0 -
PFG Principal Financial Group... Executive Vice President & CFO   •       –      –    2014-08-18 4 GD $0.00 $0 D/D 2,000 63,278 0 -
PFG Principal Financial Group... Executive Vice President & CFO   •       –      –    2014-09-26 4 A $0.00 $0 D/D 128 63,983 0 -
PFG Principal Financial Group... Executive Vice President & CFO   •       –      –    2014-12-26 4 A $0.00 $0 D/D 129 64,175 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   •       –      –    2015-09-25 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 -
PFG Principal Financial Group... EVP & Chief Financial Officer   •       –      –    2016-03-25 4 A $0.00 $0 D/D 204 99,613 0 -
PFG Principal Financial Group... EVP & Chief Financial Officer   •       –      –    2016-06-24 4 A $0.00 $0 D/D 206 99,819 0 -
PFG Principal Financial Group... EVP & Chief Financial Officer   •       –      –    2016-09-30 4 A $0.00 $0 D/D 170 100,561 0 -
PFG Principal Financial Group... EVP & Chief Financial Officer   •       –      –    2016-11-04 4 GD $0.00 $0 D/D 800 99,761 0 -
PFG Principal Financial Group... EVP & Chief Financial Officer   •       –      –    2016-12-27 4 A $0.00 $0 D/D 158 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 -
CFG Citizens Financial Group,... Director   –       •      –    2019-02-01 4 A $0.00 $0 D/D 830 830 0 -
CFG Citizens Financial Group,... Director   –       •      –    2019-05-15 4 A $0.00 $0 D/D 42 4,511 0 -
CFG Citizens Financial Group,... Director   –       •      –    2019-08-14 4 A $0.00 $0 D/D 51 4,562 0 -
CFG Citizens Financial Group,... Director   –       •      –    2019-11-13 4 A $0.00 $0 D/D 43 4,605 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
 
 
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