| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
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... |
Senior Vice President & CFO |
• – – |
2012-09-28 |
4 |
A |
$0.00 |
$0 |
D/D |
30 |
37,173 |
0 |
- |
|
| PFG |
Principal Financial Group... |
Senior Vice President & CFO |
• – – |
2012-12-28 |
4 |
A |
$0.00 |
$0 |
D/D |
29 |
37,262 |
0 |
- |
|
| PFG |
Principal Financial Group... |
Senior Vice President & CFO |
• – – |
2012-09-14 |
5 |
GD |
$0.00 |
$0 |
D/D |
300 |
37,317 |
0 |
- |
|
| PFG |
Principal Financial Group... |
Senior Vice President & CFO |
• – – |
2013-03-29 |
4 |
A |
$0.00 |
$0 |
D/D |
131 |
37,448 |
0 |
- |
|
| PFG |
Principal Financial Group... |
Senior Vice President & CFO |
• – – |
2012-09-10 |
5 |
A |
$27.92 |
$9,912 |
D/D |
355 |
37,617 |
0 |
- |
|
| PFG |
Principal Financial Group... |
Senior Vice President & CFO |
• – – |
2013-06-28 |
4 |
A |
$0.00 |
$0 |
D/D |
119 |
37,618 |
0 |
- |
|
| PFG |
Principal Financial Group... |
Senior Vice President & CFO |
• – – |
2013-07-26 |
4 |
AS |
$42.10 |
$278,071 |
D/D |
(6,605) |
37,618 |
0 |
- |
|
| PFG |
Principal Financial Group... |
Senior Vice President & CFO |
• – – |
2013-09-27 |
4 |
A |
$0.00 |
$0 |
D/D |
118 |
38,649 |
0 |
- |
|
| PFG |
Principal Financial Group... |
Senior Vice President & CFO |
• – – |
2013-07-26 |
4 |
OE |
$36.30 |
$239,761 |
D/D |
6,605 |
44,223 |
0 |
- |
|
| PFG |
Principal Financial Group... |
Senior Vice President & CFO |
• – – |
2013-02-25 |
4 |
A |
$0.00 |
$0 |
D/D |
18,512 |
54,727 |
0 |
- |
|
| PFG |
Principal Financial Group... |
Senior Vice President & CFO |
• – – |
2013-09-06 |
5 |
GD |
$0.00 |
$0 |
D/D |
257 |
56,021 |
0 |
- |
|
| PFG |
Principal Financial Group... |
Senior Vice President & CFO |
• – – |
2013-10-17 |
4 |
S |
$45.00 |
$338,400 |
D/D |
(7,520) |
56,130 |
0 |
- |
|
| PFG |
Principal Financial Group... |
Senior Vice President & CFO |
• – – |
2013-12-27 |
4 |
A |
$0.00 |
$0 |
D/D |
104 |
56,283 |
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... |
Senior Vice President & CFO |
• – – |
2013-10-17 |
4 |
OE |
$39.02 |
$293,430 |
D/D |
7,520 |
63,650 |
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 |
• – – |
2014-02-24 |
4 |
A |
$0.00 |
$0 |
D/D |
9,095 |
64,915 |
0 |
- |
|
| 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... |
Senior Vice President & CFO |
• – – |
2012-09-14 |
4 |
OE |
$11.07 |
$615,870 |
D/D |
44,895 |
66,301 |
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 |
• – – |
2015-02-23 |
4 |
A |
$0.00 |
$0 |
D/D |
16,486 |
81,416 |
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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|
