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Insider Information:   Helton Sandra L
Relationship:   Director
City:   Princeton
State:   NJ
   
Insider Summary:
  
   
Companies Owned :   5    
Direct Shares   35,747    

Indirect Shares

  232      
Direct Value   $3,001,318    

Indirect Value

  $4,672      
Total Shares   35,979      
Total Value   $3,005,991      


Principal Financial Group Inc
 $3,001,318 Principal Financial Group Inc
 $3,001,318
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    3    

     Stock price went up :

    0   
    1    
     Stock price went down :
    0   
    2    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
 -3.4%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Principal Financial Group Inc PFG Director 2022-10-19 35,747 2003-12-08 0    Premium*  
            Covance Inc CVD Director 2015-02-19 0 2005-02-18 0    Premium*  
            Telephone & Data Systems Inc TDS EVP and CFO, Director 2005-08-12 0 2005-12-31 232    Premium*  
            Lexmark International Inc LXK Director 2016-11-29 0 2011-02-24 0    Premium*  
            Covetrus, Inc. CVET Director 2022-10-13 0 2019-02-28 0    Premium*  
* Premium Members only  

Records found :    154         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 7
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... Director   –       •      –    2003-12-08 4 A $0.00 $0 D/D 5 1,518 -
TDS Telephone & Data Systems ... Exec. Vice President - CFO   •       •      –    2003-12-31 5 A $0.00 $0 I/I 1 229 0 -
PFG Principal Financial Group... Director   –       •      –    2004-05-18 4 A $0.00 $0 D/D 2,171 3,689 -
PFG Principal Financial Group... Director   –       •      –    2004-12-17 4 A $0.00 $0 D/D 25 3,729 -
TDS Telephone & Data Systems ... EVP and CFO   •       •      –    2004-12-31 5 A $0.00 $0 I/I 1 230 0 -
CVD Covance Inc Director   –       •      –    2005-02-18 4 B $42.95 $42,950 D/D 1,000 1,000 2.39 -
TDS Telephone & Data Systems ... EVP and CFO   •       •      –    2005-05-13 4 A $0.00 $0 D/D 3,000 0 -
PFG Principal Financial Group... Director   –       •      –    2005-05-17 4 A $0.00 $0 D/D 1,938 5,652 -
TDS Telephone & Data Systems ... EVP and CFO   •       •      –    2005-08-12 4 OE $0.00 $0 D/D 12,000 0 -
TDS Telephone & Data Systems ... EVP and CFO   •       •      –    2005-08-12 4 AS $41.32 $620,765 D/D (15,000) 0 -
PFG Principal Financial Group... officerTitle   –       •      –    2005-12-16 4 A $0.00 $0 D/D 40 692 -
TDS Telephone & Data Systems ... EVP and CFO   •       •      –    2005-12-31 5 A $0.00 $0 I/I 2 232 0 -
TDS Telephone & Data Systems ... EVP and CFO   •       •      –    2005-12-31 5 A $0.00 $0 I/I 232 232 0 -
PFG Principal Financial Group... Director   –       •      –    2006-02-14 4 A $47.93 $1,582 D/D 33 725 -
PFG Principal Financial Group... Director   –       •      –    2006-05-16 4 A $0.00 $0 D/D 1,445 7,170 -
CVD Covance Inc Director   –       •      –    2006-05-22 4 D $58.43 $259,699 D/D (4,445) 1,000 -
CVD Covance Inc Director   –       •      –    2006-05-22 4 OE $0.00 $0 D/D 4,445 5,445 -
PFG Principal Financial Group... Director   –       •      –    2006-12-15 4 B $58.48 $2,690 D/D 46 7,268 2.31 -
PFG Principal Financial Group... Director   –       •      –    2006-12-15 4 A $0.00 $0 D/D 52 7,222 0 -
CVD Covance Inc Director   –       •      –    2007-02-13 4 OE $22.21 $31,094 D/D 1,400 2,400 0 -
PFG Principal Financial Group... Director   –       •      –    2007-05-22 4 A $0.00 $0 D/D 1,371 8,654 0 -
PFG Principal Financial Group... Director   –       •      –    2007-12-07 4 A $0.00 $0 D/D 65 8,719 0 -
PFG Principal Financial Group... Director   –       •      –    2007-12-07 4 B $67.00 $3,350 D/D 50 8,769 2.31 -
PFG Principal Financial Group... Director   –       •      –    2008-05-28 4 A $0.00 $0 D/D 1,560 10,329 0 -
PFG Principal Financial Group... Director   –       •      –    2008-11-21 4 B $9.09 $45,976 D/D 5,000 15,329 2.39 -

  154  Records found
  1  2   3   4   5   6   7      
  Page 1 of 7  
 
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