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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 08-Oct-24 4:08 PM View:  | Adt Inc. (ADT) | 04-Oct-24 | Grant | 149 | -- | -- | < 1% 19.56K to 19.71K | |
| 29-Aug-24 4:26 PM View: | Arch Capital Group Ltd. (ACGL) | 27-Aug-24 | Grant | 1,703 | -- | -- | 100% 0 to 1.7K | |
| 01-Jul-24 5:49 PM View: | Principal Financial Group I... (PFG) | 28-Jun-24 | Grant | 985 | -- | -- | < 1% 354.62K to 355.6K | |
| 17-Jun-24 5:20 PM View: | Adt Inc. (ADT) | 14-Jun-24 | Grant | 19,564 | $7.29 | $142,622.00 | 100% 0 to 19.56K | |
| 04-Jun-24 1:18 PM View: | Principal Financial Group I... (PFG) | 03-Jun-24 | Gift | 30,675 | -- | -- | (8%) 384.96K to 354.29K | |
| 01-Apr-24 8:06 PM View: | Principal Financial Group I... (PFG) | 28-Mar-24 | Grant | 1,278 | -- | -- | < 1% 383.68K to 384.96K | |
| 28-Feb-24 5:42 PM View: | Principal Financial Group I... (PFG) | 26-Feb-24 | Grant | 88,393 | -- | -- | 30% 295.2K to 383.59K | |
| 22-Dec-23 5:49 PM View: | Principal Financial Group I... (PFG) | 20-Dec-23 | Grant | 605 | -- | -- | < 1% 294.6K to 295.2K | |
| 22-Nov-23 11:08 AM View: | Principal Financial Group I... (PFG) | 21-Nov-23 | Gift | 34,523 | -- | -- | (10%) 329.03K to 294.5K | |
| 03-Oct-23 4:53 PM View: | Principal Financial Group I... (PFG) | 29-Sep-23 | Grant | 632 | -- | -- | < 1% 328.39K to 329.03K | |
| 08-Aug-23 2:31 PM View: | Principal Financial Group I... (PFG) | 04-Aug-23 | Gift | 592 | -- | -- | (< 1%) 328.89K to 328.3K | |
| 05-Jul-23 10:00 PM View: | Principal Financial Group I... (PFG) | 30-Jun-23 | Grant | 586 | -- | -- | < 1% 328.3K to 328.89K | |
| 05-Jul-23 10:00 PM View: | Principal Financial Group I... (PFG) | 22-May-23 | txn.W.title | 592 | -- | -- | < 1% 327.36K to 327.95K | |
| 04-Apr-23 6:41 PM View: | Principal Financial Group I... (PFG) | 31-Mar-23 | Grant | 960 | -- | -- | < 1% 363.86K to 364.82K | |
| 01-Mar-23 6:14 PM View: | Principal Financial Group I... (PFG) | 27-Feb-23 | Grant | 74,187 | -- | -- | 26% 289.58K to 363.77K | |
| 21-Dec-22 6:13 PM View: | Principal Financial Group I... (PFG) | 19-Dec-22 | Grant | 278 | -- | -- | < 1% 289.31K to 289.58K | |
| 13-Dec-22 4:49 PM View: | Principal Financial Group I... (PFG) | 09-Dec-22 | Grant | 269,870 | $51.74 | $13,962,900.00 | 93% 289.23K to 559.1K | |
| 13-Dec-22 4:49 PM View: | Principal Financial Group I... (PFG) | 09-Dec-22 | Disposition | 269,870 | $88.61 | $23,912,200.00 | (48%) 559.1K to 289.23K | |
| 12-Dec-22 5:11 PM View: | Principal Financial Group I... (PFG) | 08-Dec-22 | Grant | 346,860 | $53.09 | $18,414,800.00 | 120% 289.23K to 636.09K | |
| 12-Dec-22 5:11 PM View: | Principal Financial Group I... (PFG) | 08-Dec-22 | Disposition | 346,860 | $89.74 | $31,127,800.00 | (55%) 636.09K to 289.23K | |
| 06-Oct-22 4:52 PM View: | Principal Financial Group I... (PFG) | 05-Oct-22 | Grant | 93,539 | $37.38 | $3,496,490.00 | 32% 289.23K to 382.77K | |
| 06-Oct-22 4:52 PM View: | Principal Financial Group I... (PFG) | 05-Oct-22 | Disposition | 93,539 | $78.06 | $7,301,650.00 | (24%) 382.77K to 289.23K | |
| 06-Oct-22 4:52 PM View: | Principal Financial Group I... (PFG) | 04-Oct-22 | Grant | 201,136 | $42.25 | $8,497,890.00 | 70% 289.23K to 490.37K | |
| 06-Oct-22 4:52 PM View: | Principal Financial Group I... (PFG) | 04-Oct-22 | Disposition | 201,136 | $78.18 | $15,725,100.00 | (41%) 490.37K to 289.23K | |
| 04-Oct-22 6:05 PM View: | Principal Financial Group I... (PFG) | 30-Sep-22 | Grant | 322 | -- | -- | < 1% 288.91K to 289.23K | |
| 15-Aug-22 11:59 AM View: | Principal Financial Group I... (PFG) | 12-Aug-22 | Grant | 135,877 | $60.58 | $8,231,890.00 | 119% 114.28K to 250.16K | |
| 15-Aug-22 11:59 AM View: | Principal Financial Group I... (PFG) | 12-Aug-22 | Disposition | 135,877 | $78.44 | $10,658,200.00 | (54%) 250.16K to 114.28K | |
| 15-Aug-22 11:59 AM View: | Principal Financial Group I... (PFG) | 11-Aug-22 | Grant | 84,843 | $53.84 | $4,567,730.00 | 74% 114.28K to 199.13K | |
| 15-Aug-22 11:59 AM View: | Principal Financial Group I... (PFG) | 11-Aug-22 | Disposition | 84,843 | $78.09 | $6,625,390.00 | (43%) 199.13K to 114.28K | |
| 28-Jun-22 3:41 PM View: | Principal Financial Group I... (PFG) | 24-Jun-22 | Grant | 336 | -- | -- | < 1% 288.48K to 288.82K | |
| 29-Mar-22 5:15 PM View: | Principal Financial Group I... (PFG) | 25-Mar-22 | Grant | 606 | -- | -- | (< 1%) 289.06K to 288.45K | |
| 03-Mar-22 5:36 PM View: | Principal Financial Group I... (PFG) | 01-Mar-22 | Grant | 69,423 | -- | -- | (19%) 356.32K to 286.9K | |
| 10-Feb-22 10:00 PM View: | Principal Financial Group I... (PFG) | 01-Nov-21 | Gift | 45,823 | -- | -- | (17%) 263.3K to 217.47K | |
| 25-Feb-21 12:37 PM View: | Principal Financial Group I... (PFG) | 23-Feb-21 | Grant | 17,061 | -- | -- | 9% 200.41K to 217.47K | |
| 08-Feb-21 10:00 PM View: | Principal Financial Group I... (PFG) | 29-Dec-20 | Gift | 125,000 | -- | -- | (38%) 325.41K to 200.41K | |
| 26-Feb-20 5:19 PM View: | Principal Financial Group I... (PFG) | 24-Feb-20 | Grant | 23,777 | -- | -- | 14% 175.67K to 199.45K | |
| 31-Dec-19 4:14 PM View: | Principal Financial Group I... (PFG) | 13-Dec-19 | Gift | 47,750 | -- | -- | (21%) 223.42K to 175.67K | |
| 27-Feb-19 5:17 PM View: | Principal Financial Group I... (PFG) | 25-Feb-19 | Grant | 39,438 | -- | -- | 22% 183.12K to 222.56K | |
| 28-Feb-18 5:11 PM View: | Principal Financial Group I... (PFG) | 26-Feb-18 | Grant | 16,768 | -- | -- | 10% 165.74K to 182.5K | |
| 09-Jan-18 5:16 PM View: | Principal Financial Group I... (PFG) | 08-Jan-18 | Option Exercise | 19,856 | $30.70 | $609,579.00 | 12% 165.74K to 185.59K | |
| 09-Jan-18 5:16 PM View: | Principal Financial Group I... (PFG) | 08-Jan-18 | Market Option Sale (Planned) | 19,856 | $72.02 | $1,430,030.00 | (11%) 185.59K to 165.74K | 38% |
| 08-Jan-18 4:19 PM View: | Principal Financial Group I... (PFG) | 05-Jan-18 | Option Exercise | 69,894 | $30.70 | $2,145,750.00 | 42% 165.74K to 235.63K | |
| 08-Jan-18 4:19 PM View: | Principal Financial Group I... (PFG) | 05-Jan-18 | Market Option Sale (Planned) | 69,894 | $72.01 | $5,033,070.00 | (30%) 235.63K to 165.74K | 38% |
| 29-Nov-17 9:02 AM View: | Principal Financial Group I... (PFG) | 28-Nov-17 | Option Exercise | 37,080 | $60.10 | $2,228,510.00 | 22% 165.69K to 202.77K | |
| 29-Nov-17 9:02 AM View: | Principal Financial Group I... (PFG) | 28-Nov-17 | Market Option Sale (Planned) | 37,080 | $70.05 | $2,597,450.00 | (18%) 202.77K to 165.69K | 37% |
| 20-Oct-17 5:19 PM View: | Principal Financial Group I... (PFG) | 19-Oct-17 | Option Exercise | 93,968 | $28.34 | $2,662,660.00 | 57% 165.69K to 259.66K | |
| 20-Oct-17 5:19 PM View: | Principal Financial Group I... (PFG) | 19-Oct-17 | Market Option Sale (Planned) | 93,968 | $68.04 | $6,393,580.00 | (36%) 259.66K to 165.69K | 35% |
| 19-Oct-17 3:47 PM View: | Principal Financial Group I... (PFG) | 18-Oct-17 | Option Exercise | 38,097 | $34.26 | $1,305,200.00 | 23% 165.69K to 203.79K | |
| 19-Oct-17 3:47 PM View: | Principal Financial Group I... (PFG) | 18-Oct-17 | Market Option Sale (Planned) | 38,097 | $68.00 | $2,590,600.00 | (19%) 203.79K to 165.69K | 35% |
| 01-Mar-17 5:25 PM View: | Principal Financial Group I... (PFG) | 27-Feb-17 | Grant | 16,068 | -- | -- | 11% 149.05K to 165.12K |