| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
99 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 3 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... |
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 |
• – – |
2016-12-08 |
4 |
AS |
$60.82 |
$2,992,599 |
D/D |
(49,160) |
89,761 |
0 |
- |
|
| PFG |
Principal Financial Group... |
EVP & Chief Financial Officer |
• – – |
2016-12-08 |
4 |
OE |
$34.26 |
$1,642,243 |
D/D |
39,160 |
113,266 |
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... |
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 |
• – – |
2014-09-02 |
4 |
AS |
$54.34 |
$1,834,790 |
D/D |
(33,765) |
63,278 |
0 |
- |
|
| PFG |
Principal Financial Group... |
Executive Vice President & CFO |
• – – |
2014-09-02 |
4 |
OE |
$22.21 |
$749,921 |
D/D |
33,765 |
97,043 |
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... |
Senior Vice President & CFO |
• – – |
2008-11-24 |
4 |
B |
$11.15 |
$14,495 |
D/D |
1,300 |
7,148 |
2.74 |
- |
|
| PFG |
Principal Financial Group... |
Senior Vice President & CFO |
• – – |
2008-12-04 |
4 |
GD |
$0.00 |
$0 |
D/D |
300 |
6,947 |
0 |
- |
|
| PFG |
Principal Financial Group... |
Senior Vice President & CFO |
• – – |
2008-12-05 |
4 |
A |
$0.00 |
$0 |
D/D |
17 |
7,247 |
0 |
- |
|
| PFG |
Principal Financial Group... |
Senior Vice President & CFO |
• – – |
2009-02-06 |
4 |
A |
$0.00 |
$0 |
D/D |
1,895 |
8,842 |
0 |
- |
|
| PFG |
Principal Financial Group... |
Senior Vice President & CFO |
• – – |
2009-02-24 |
4 |
A |
$0.00 |
$0 |
D/D |
7,975 |
16,817 |
0 |
- |
|
| PFG |
Principal Financial Group... |
Senior Vice President & CFO |
• – – |
2009-12-04 |
4 |
A |
$0.00 |
$0 |
D/D |
181 |
18,157 |
0 |
- |
|
| PFG |
Principal Financial Group... |
Senior Vice President & CFO |
• – – |
2010-02-23 |
4 |
A |
$0.00 |
$0 |
D/D |
2,927 |
21,084 |
0 |
- |
|
| PFG |
Principal Financial Group... |
Senior Vice President & CFO |
• – – |
2010-12-03 |
4 |
A |
$0.00 |
$0 |
D/D |
219 |
22,412 |
0 |
- |
|
| PFG |
Principal Financial Group... |
Senior Vice President & CFO |
• – – |
2011-07-22 |
4 |
AB |
$29.17 |
$19,894 |
D/D |
682 |
23,839 |
0 |
- |
|
| PFG |
Principal Financial Group... |
Senior Vice President & CFO |
• – – |
2011-07-27 |
4 |
GD |
$0.00 |
$0 |
D/D |
300 |
23,539 |
0 |
- |
|
| PFG |
Principal Financial Group... |
Senior Vice President & CFO |
• – – |
2011-12-02 |
4 |
A |
$0.00 |
$0 |
D/D |
347 |
24,074 |
0 |
- |
|
| PFG |
Principal Financial Group... |
Senior Vice President & CFO |
• – – |
2012-03-15 |
5/A |
GD |
$0.00 |
$0 |
D/D |
206 |
37,111 |
0 |
- |
|
99 Records found
|
|
Page 3 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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|
