| |
| |
|
| 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 |
$9,141,505 |
|
|
|
Indirect Value
|
$142,209 |
|
|
| Total
Shares |
134,129 |
|
|
| Total
Value |
$9,283,714 |
|
|
|
|
|
|
|
|
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 : |
 26.0%
|
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 4 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 |
• – – |
2011-07-22 |
4 |
AB |
$29.17 |
$19,894 |
D/D |
682 |
23,839 |
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 |
– • – |
2020-03-10 |
4 |
B |
$24.46 |
$24,460 |
D/D |
1,000 |
5,652 |
2.39 |
% |
|
| CFG |
Citizens Financial Group,... |
Director |
– • – |
2023-05-17 |
4 |
B |
$26.39 |
$26,390 |
I/I |
1,000 |
3,000 |
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 |
- |
|
| CFG |
Citizens Financial Group,... |
Director |
– • – |
2022-04-26 |
4 |
B |
$41.31 |
$41,310 |
I/I |
1,000 |
2,000 |
2.1 |
% |
|
| 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 |
• – – |
2015-07-31 |
4 |
OE |
$49.25 |
$159,324 |
D/D |
3,235 |
85,089 |
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... |
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 |
• – – |
2013-07-26 |
4 |
AS |
$42.10 |
$278,071 |
D/D |
(6,605) |
37,618 |
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... |
Senior Vice President & CFO |
• – – |
2013-10-17 |
4 |
S |
$45.00 |
$338,400 |
D/D |
(7,520) |
56,130 |
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... |
Senior Vice President & CFO |
• – – |
2012-09-14 |
4 |
OE |
$11.07 |
$615,870 |
D/D |
44,895 |
66,301 |
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... |
Senior Vice President & CFO |
• – – |
2012-09-14 |
4 |
AS |
$29.00 |
$876,119 |
D/D |
(30,211) |
36,090 |
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 |
• – – |
2016-12-08 |
4 |
OE |
$34.26 |
$1,642,243 |
D/D |
39,160 |
113,266 |
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... |
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 |
• – – |
2016-12-08 |
4 |
AS |
$60.82 |
$2,992,599 |
D/D |
(49,160) |
89,761 |
0 |
- |
|
99 Records found
|
|
Page 4 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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|
