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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 01-Apr-24 8:06 PM View:  | Principal Financial Group I... (PFG) | 28-Mar-24 | Grant | 244 | -- | -- | < 1% 140.85K to 141.09K | |
| 28-Feb-24 5:43 PM View: | Principal Financial Group I... (PFG) | 26-Feb-24 | Grant | 24,013 | -- | -- | 21% 116.83K to 140.84K | |
| 22-Dec-23 5:49 PM View: | Principal Financial Group I... (PFG) | 20-Dec-23 | Grant | 177 | -- | -- | < 1% 116.65K to 116.83K | |
| 03-Oct-23 4:52 PM View: | Principal Financial Group I... (PFG) | 29-Sep-23 | Grant | 185 | -- | -- | < 1% 116.47K to 116.65K | |
| 05-Jul-23 10:00 PM View: | Principal Financial Group I... (PFG) | 30-Jun-23 | Grant | 171 | -- | -- | < 1% 116.29K to 116.46K | |
| 04-Apr-23 6:41 PM View: | Principal Financial Group I... (PFG) | 31-Mar-23 | Grant | 254 | -- | -- | < 1% 116.38K to 116.64K | |
| 23-Mar-23 4:03 PM View: | Principal Financial Group I... (PFG) | 21-Mar-23 | Grant | 55,650 | $54.98 | $3,059,410.00 | 48% 116.38K to 172.03K | |
| 23-Mar-23 4:03 PM View: | Principal Financial Group I... (PFG) | 21-Mar-23 | Disposition | 55,650 | $75.14 | $4,181,540.00 | (32%) 172.03K to 116.38K | |
| 16-Mar-23 10:00 PM View: | Principal Financial Group I... (PFG) | 14-Mar-23 | Grant | 1,159 | $51.73 | $59,955.10 | < 1% 116.38K to 117.53K | |
| 16-Mar-23 10:00 PM View: | Principal Financial Group I... (PFG) | 14-Mar-23 | Disposition | 1,159 | $75.05 | $86,983.00 | (< 1%) 117.53K to 116.38K | |
| 01-Mar-23 6:13 PM View: | Principal Financial Group I... (PFG) | 27-Feb-23 | Grant | 18,034 | -- | -- | 18% 98.34K to 116.38K | |
| 21-Dec-22 6:12 PM View: | Principal Financial Group I... (PFG) | 19-Dec-22 | Grant | 86 | -- | -- | < 1% 98.25K to 98.34K | |
| 12-Dec-22 5:08 PM View: | Principal Financial Group I... (PFG) | 08-Dec-22 | Grant | 25,992 | $58.68 | $1,525,210.00 | 27% 97.75K to 123.74K | |
| 12-Dec-22 5:08 PM View: | Principal Financial Group I... (PFG) | 08-Dec-22 | Disposition | 25,992 | $89.78 | $2,333,480.00 | (21%) 123.74K to 97.75K | |
| 04-Oct-22 6:01 PM View: | Principal Financial Group I... (PFG) | 30-Sep-22 | Grant | 99 | -- | -- | < 1% 98.15K to 98.25K | |
| 21-Sep-22 12:53 PM View: | Principal Financial Group I... (PFG) | 19-Sep-22 | Grant | 61,637 | $51.73 | $3,188,480.00 | 63% 97.64K to 159.28K | |
| 21-Sep-22 12:53 PM View: | Principal Financial Group I... (PFG) | 19-Sep-22 | Disposition | 61,637 | $77.08 | $4,751,200.00 | (39%) 159.28K to 97.64K | |
| 28-Jun-22 4:34 PM View: | Principal Financial Group I... (PFG) | 24-Jun-22 | Grant | 103 | -- | -- | < 1% 98.04K to 98.14K | |
| 12-Apr-22 2:38 PM View: | Principal Financial Group I... (PFG) | 08-Apr-22 | Grant | 153,160 | $57.69 | $8,835,940.00 | 157% 97.54K to 250.7K | |
| 12-Apr-22 2:38 PM View: | Principal Financial Group I... (PFG) | 08-Apr-22 | Disposition | 153,160 | $73.72 | $11,290,200.00 | (61%) 250.7K to 97.54K | |
| 29-Mar-22 5:08 PM View: | Principal Financial Group I... (PFG) | 25-Mar-22 | Grant | 96 | -- | -- | < 1% 97.94K to 98.04K | |
| 02-Mar-22 6:14 PM View: | Principal Financial Group I... (PFG) | 28-Feb-22 | Grant | 18,640 | -- | -- | 23% 80.32K to 98.96K | |
| 09-Mar-21 6:39 PM View: | Principal Financial Group I... (PFG) | 05-Mar-21 | Payment of Exercise | 2,888 | $56.58 | $163,403.00 | (3%) 83.22K to 80.33K | (6%) |
| 25-Feb-21 12:24 PM View: | Principal Financial Group I... (PFG) | 23-Feb-21 | Grant | 2,543 | -- | -- | 3% 80.68K to 83.22K | |
| 23-Dec-20 3:16 PM View: | Principal Financial Group I... (PFG) | 21-Dec-20 | Grant | 78 | -- | -- | < 1% 80.6K to 80.68K | |
| 29-Sep-20 4:36 PM View: | Principal Financial Group I... (PFG) | 25-Sep-20 | Grant | 95 | -- | -- | < 1% 80.48K to 80.58K | |
| 30-Jun-20 6:59 PM View: | Principal Financial Group I... (PFG) | 26-Jun-20 | Grant | 92 | -- | -- | < 1% 80.37K to 80.46K | |
| 31-Mar-20 5:45 PM View: | Principal Financial Group I... (PFG) | 27-Mar-20 | Grant | 109 | -- | -- | < 1% 79.79K to 79.9K | |
| 02-Mar-20 4:14 PM View: | Principal Financial Group I... (PFG) | 27-Feb-20 | Payment of Exercise | 4,844 | $46.81 | $226,748.00 | (6%) 84.62K to 79.78K | 1% |
| 26-Feb-20 5:18 PM View: | Principal Financial Group I... (PFG) | 24-Feb-20 | Grant | 6,166 | -- | -- | 8% 78.45K to 84.62K | |
| 31-Dec-19 4:12 PM View: | Principal Financial Group I... (PFG) | 27-Dec-19 | Grant | 235 | -- | -- | < 1% 78.22K to 78.45K | |
| 01-Oct-19 5:06 PM View: | Principal Financial Group I... (PFG) | 27-Sep-19 | Grant | 222 | -- | -- | < 1% 77.99K to 78.21K | |
| 02-Jul-19 6:20 PM View: | Principal Financial Group I... (PFG) | 28-Jun-19 | Grant | 214 | -- | -- | < 1% 77.76K to 77.98K | |
| 02-Apr-19 5:16 PM View: | Principal Financial Group I... (PFG) | 29-Mar-19 | Grant | 245 | -- | -- | < 1% 76.94K to 77.19K | |
| 02-Jan-19 5:02 PM View: | Principal Financial Group I... (PFG) | 28-Dec-18 | Grant | 444 | -- | -- | < 1% 76.5K to 76.94K | |
| 02-Oct-18 4:27 PM View: | Principal Financial Group I... (PFG) | 28-Sep-18 | Grant | 321 | -- | -- | < 1% 75.75K to 76.07K | |
| 02-Dec-15 11:46 AM View: | Principal Real Estate Incom... (PGZ) | 30-Nov-15 | Market Purchase | 5,000 | $16.70 | $83,500.00 | 100% 0 to 5.0K | 11% |