| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| PFG | PRINCIPAL FINANCIAL GROUP INC | Interim General Counsel | $1.35M | Sep 26, 2025 | ||
| PDSRX, PDSKX | Principal Real Asset Fund | General Counsel, VP - PAM | Aug 30, 2022 | |||
| N/A | Principal Private Credit Fund I | VP & General Counsel of PGI | Apr 16, 2024 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|