| |
| |
|
| 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 |
$9,105,436 |
|
|
|
Indirect Value
|
$142,433 |
|
|
| Total
Shares |
134,129 |
|
|
| Total
Value |
$9,247,868 |
|
|
|
|
|
|
|
|
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 |
• – – |
2011-12-02 |
4 |
A |
$0.00 |
$0 |
D/D |
347 |
24,074 |
0 |
- |
|
| PFG |
Principal Financial Group... |
Senior Vice President & CFO |
• – – |
2012-09-10 |
5 |
A |
$27.92 |
$9,912 |
D/D |
355 |
37,617 |
0 |
- |
|
| CFG |
Citizens Financial Group,... |
Director |
– • – |
2023-08-16 |
4 |
A |
$0.00 |
$0 |
D/D |
366 |
24,878 |
0 |
- |
|
| CFG |
Citizens Financial Group,... |
Director |
– • – |
2023-11-15 |
4 |
A |
$0.00 |
$0 |
D/D |
382 |
25,261 |
0 |
- |
|
| CFG |
Citizens Financial Group,... |
Director |
– • – |
2023-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
384 |
24,512 |
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... |
Senior Vice President & CFO |
• – – |
2011-07-22 |
4 |
AB |
$29.17 |
$19,894 |
D/D |
682 |
23,839 |
0 |
- |
|
| PFG |
Principal Financial Group... |
EVP & Chief Financial Officer |
• – – |
2016-11-04 |
4 |
GD |
$0.00 |
$0 |
D/D |
800 |
99,761 |
0 |
- |
|
| CFG |
Citizens Financial Group,... |
Director |
– • – |
2019-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
830 |
830 |
0 |
- |
|
| CFG |
Citizens Financial Group,... |
Director |
– • – |
2020-03-10 |
4 |
B |
$24.46 |
$24,460 |
D/D |
1,000 |
5,652 |
2.39 |
% |
|
| CFG |
Citizens Financial Group,... |
Director |
– • – |
2022-04-26 |
4 |
B |
$41.31 |
$41,310 |
I/I |
1,000 |
2,000 |
2.1 |
% |
|
| CFG |
Citizens Financial Group,... |
Director |
– • – |
2023-05-17 |
4 |
B |
$26.39 |
$26,390 |
I/I |
1,000 |
3,000 |
2.1 |
% |
|
| CFG |
Citizens Financial Group,... |
Director |
– • – |
2023-10-27 |
4 |
B |
$22.87 |
$22,865 |
I/I |
1,000 |
4,000 |
2.1 |
% |
|
| PFG |
Principal Financial Group... |
Senior Vice President & CFO |
• – – |
2013-02-23 |
4 |
D |
$31.61 |
$34,834 |
D/D |
(1,102) |
36,215 |
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 |
• – – |
2009-02-06 |
4 |
A |
$0.00 |
$0 |
D/D |
1,895 |
8,842 |
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... |
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 |
• – – |
2015-07-21 |
4 |
OE |
$27.46 |
$60,742 |
D/D |
2,212 |
84,066 |
0 |
- |
|
| PFG |
Principal Financial Group... |
Senior Vice President & CFO |
• – – |
2010-02-23 |
4 |
A |
$0.00 |
$0 |
D/D |
2,927 |
21,084 |
0 |
- |
|
| CFG |
Citizens Financial Group,... |
Director |
– • – |
2021-04-22 |
4 |
A |
$0.00 |
$0 |
D/D |
3,010 |
15,724 |
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 |
- |
|
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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|
