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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 01-Oct-24 4:38 PM View:  | Principal Financial Group I... (PFG) | 27-Sep-24 | Grant | 307 | -- | -- | < 1% 171.92K to 172.23K | |
| 01-Oct-24 4:38 PM View: | Principal Financial Group I... (PFG) | 27-Sep-24 | Grant | 92 | -- | -- | < 1% 172.23K to 172.32K | |
| 01-Jul-24 5:30 PM View: | Principal Financial Group I... (PFG) | 28-Jun-24 | Grant | 325 | -- | -- | < 1% 171.5K to 171.82K | |
| 01-Jul-24 5:30 PM View: | Principal Financial Group I... (PFG) | 28-Jun-24 | Grant | 104 | -- | -- | < 1% 171.82K to 171.92K | |
| 17-May-24 4:26 PM View: | Elevance Health, Inc. (ELV) | 15-May-24 | Grant | 388 | -- | -- | 59% 0.66K to 1.04K | |
| 01-Apr-24 8:13 PM View: | Principal Financial Group I... (PFG) | 28-Mar-24 | Grant | 288 | -- | -- | < 1% 171.11K to 171.4K | |
| 01-Apr-24 8:13 PM View: | Principal Financial Group I... (PFG) | 28-Mar-24 | Grant | 93 | -- | -- | < 1% 171.4K to 171.5K | |
| 07-Mar-24 4:35 PM View: | Principal Financial Group I... (PFG) | 05-Mar-24 | Payment of Exercise | 1,460 | $80.99 | $118,245.00 | (2%) 61.5K to 60.04K | |
| 28-Feb-24 5:39 PM View: | Principal Financial Group I... (PFG) | 26-Feb-24 | Grant | 26,147 | -- | -- | 18% 143.1K to 169.25K | |
| 28-Feb-24 5:39 PM View: | Principal Financial Group I... (PFG) | 26-Feb-24 | Grant | 3,324 | -- | -- | 2% 169.25K to 172.57K | |
| 22-Dec-23 5:51 PM View: | Principal Financial Group I... (PFG) | 20-Dec-23 | Grant | 184 | -- | -- | < 1% 142.81K to 142.99K | |
| 22-Dec-23 5:51 PM View: | Principal Financial Group I... (PFG) | 20-Dec-23 | Grant Duplicate | 109 | -- | -- | < 1% 142.99K to 143.1K | |
| 03-Oct-23 4:57 PM View: | Principal Financial Group I... (PFG) | 29-Sep-23 | Grant | 193 | -- | -- | < 1% 142.5K to 142.7K | |
| 03-Oct-23 4:57 PM View: | Principal Financial Group I... (PFG) | 29-Sep-23 | Grant Duplicate | 114 | -- | -- | < 1% 142.7K to 142.81K | |
| 05-Jul-23 10:00 PM View: | Principal Financial Group I... (PFG) | 30-Jun-23 | Grant | 179 | -- | -- | < 1% 141.88K to 142.06K | |
| 05-Jul-23 10:00 PM View: | Principal Financial Group I... (PFG) | 30-Jun-23 | Grant Duplicate | 106 | -- | -- | < 1% 142.06K to 142.16K | |
| 12-May-23 4:18 PM View: | Elevance Health, Inc. (ELV) | 10-May-23 | Grant | 457 | -- | -- | 229% 0.2K to 0.66K | |
| 04-Apr-23 6:22 PM View: | Principal Financial Group I... (PFG) | 31-Mar-23 | Grant | 181 | -- | -- | < 1% 141.93K to 142.11K | |
| 04-Apr-23 6:22 PM View: | Principal Financial Group I... (PFG) | 31-Mar-23 | Grant | 107 | -- | -- | < 1% 142.11K to 142.22K | |
| 01-Mar-23 6:13 PM View: | Principal Financial Group I... (PFG) | 27-Feb-23 | Grant | 20,336 | -- | -- | 16% 129.41K to 149.75K | |
| 01-Mar-23 6:13 PM View: | Principal Financial Group I... (PFG) | 27-Feb-23 | Grant | 2,723 | -- | -- | 2% 149.75K to 152.47K | |
| 01-Mar-23 6:13 PM View: | Principal Financial Group I... (PFG) | 27-Feb-23 | Payment of Exercise | 1,297 | $88.89 | $115,290.00 | (< 1%) 152.47K to 151.18K | |
| 21-Dec-22 6:18 PM View: | Principal Financial Group I... (PFG) | 19-Dec-22 | Grant | 75 | -- | -- | < 1% 129.11K to 129.19K | |
| 21-Dec-22 6:18 PM View: | Principal Financial Group I... (PFG) | 19-Dec-22 | Grant | 104 | -- | -- | < 1% 129.19K to 129.29K | |
| 02-Nov-22 5:23 PM View: | Elevance Health, Inc. (ELV) | 01-Nov-22 | Grant | 200 | -- | -- | 100% 0 to 0.2K | |
| 01-Nov-22 3:17 PM View: | Principal Financial Group I... (PFG) | 28-Oct-22 | Grant | 10,590 | $44.88 | $475,279.00 | 8% 129.11K to 139.7K | |
| 01-Nov-22 3:17 PM View: | Principal Financial Group I... (PFG) | 28-Oct-22 | Disposition | 10,590 | $85.28 | $903,115.00 | (8%) 139.7K to 129.11K | |
| 04-Oct-22 6:04 PM View: | Principal Financial Group I... (PFG) | 30-Sep-22 | Grant | 87 | -- | -- | < 1% 128.9K to 128.99K | |
| 04-Oct-22 6:04 PM View: | Principal Financial Group I... (PFG) | 30-Sep-22 | Grant | 121 | -- | -- | < 1% 128.99K to 129.11K | |
| 12-Aug-22 3:01 PM View: | Principal Financial Group I... (PFG) | 10-Aug-22 | Grant | 16,210 | $30.70 | $497,647.00 | 13% 128.32K to 144.53K | |
| 12-Aug-22 3:01 PM View: | Principal Financial Group I... (PFG) | 10-Aug-22 | Disposition | 16,210 | $75.09 | $1,217,210.00 | (11%) 144.53K to 128.32K | |
| 28-Jun-22 3:50 PM View: | Principal Financial Group I... (PFG) | 24-Jun-22 | Grant | 90 | -- | -- | < 1% 128.1K to 128.19K | |
| 28-Jun-22 3:50 PM View: | Principal Financial Group I... (PFG) | 24-Jun-22 | Grant | 126 | -- | -- | < 1% 128.19K to 128.32K | |
| 29-Mar-22 5:32 PM View: | Principal Financial Group I... (PFG) | 25-Mar-22 | Grant | 148 | -- | -- | < 1% 127.85K to 128.0K | |
| 29-Mar-22 5:32 PM View: | Principal Financial Group I... (PFG) | 25-Mar-22 | Grant | 110 | -- | -- | < 1% 128.0K to 128.1K | |
| 02-Mar-22 5:59 PM View: | Principal Financial Group I... (PFG) | 28-Feb-22 | Grant | 13,897 | -- | -- | 13% 105.81K to 119.7K | |
| 02-Mar-22 5:59 PM View: | Principal Financial Group I... (PFG) | 28-Feb-22 | Grant | 7,394 | -- | -- | 6% 119.7K to 127.1K | |
| 23-Dec-21 2:16 PM View: | Principal Financial Group I... (PFG) | 21-Dec-21 | Grant | 123 | -- | -- | < 1% 105.68K to 105.81K | |
| 28-Sep-21 5:08 PM View: | Principal Financial Group I... (PFG) | 24-Sep-21 | Grant | 131 | -- | -- | (< 1%) 109.6K to 109.47K | |
| 29-Mar-22 5:32 PM View: | Principal Financial Group I... (PFG) | 16-Aug-21 | Grant | 750 | -- | -- | < 1% 127.1K to 127.85K | |
| 04-May-21 3:09 PM View: | Principal Financial Group I... (PFG) | 03-May-21 | Market Sale (Planned) | 15,915 | $65.07 | $1,035,590.00 | (15%) 108.31K to 92.39K | < 1% |
| 30-Mar-21 4:59 PM View: | Principal Financial Group I... (PFG) | 26-Mar-21 | Grant | 76 | -- | -- | (< 1%) 108.38K to 108.31K | |
| 09-Mar-21 6:33 PM View: | Principal Financial Group I... (PFG) | 05-Mar-21 | Grant | 4,218 | $56.58 | $238,654.00 | (4%) 113.61K to 109.39K | (6%) |
| 09-Mar-21 6:33 PM View: | Principal Financial Group I... (PFG) | 05-Mar-21 | Payment of Exercise | 1,162 | $56.58 | $65,746.00 | (1%) 109.39K to 108.23K | (6%) |
| 02-Mar-21 11:47 AM View: | Principal Financial Group I... (PFG) | 26-Feb-21 | Market Sale (Planned) | 3,496 | $57.15 | $199,796.00 | (3%) 108.67K to 105.17K | (2%) |
| 25-Feb-21 12:42 PM View: | Principal Financial Group I... (PFG) | 23-Feb-21 | Grant | 3,496 | -- | -- | 3% 105.17K to 108.67K | |
| 23-Dec-20 3:27 PM View: | Principal Financial Group I... (PFG) | 21-Dec-20 | Grant | 137 | -- | -- | < 1% 105.04K to 105.17K | |
| 11-Dec-20 2:26 PM View: | Principal Financial Group I... (PFG) | 09-Dec-20 | Market Sale (Planned) | 19,160 | $51.00 | $977,160.00 | (15%) 124.2K to 105.04K | 5% |
| 29-Sep-20 4:40 PM View: | Principal Financial Group I... (PFG) | 25-Sep-20 | Grant | 167 | -- | -- | < 1% 124.03K to 124.2K | |
| 30-Jun-20 7:12 PM View: | Principal Financial Group I... (PFG) | 26-Jun-20 | Grant | 162 | -- | -- | < 1% 123.87K to 124.03K |