| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | Interim General Counsel | Common Stock | 16.8K | $1.35M | $80.28 | Sep 26, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| PFG | PRINCIPAL FINANCIAL GROUP INC | Sep 26, 2025 | 1 | $0 | 4 | Sep 30, 2025 | Interim General Counsel |
| PFG | PRINCIPAL FINANCIAL GROUP INC | Sep 3, 2025 | 0 | $0 | 3 | Sep 5, 2025 | Interim General Counsel |
| N/A | Principal Private Credit Fund I | Apr 16, 2024 | 0 | $0 | 3 | Apr 25, 2024 | VP & General Counsel of PGI |
| N/A | Principal Diversified Select Real Asset Fund | Aug 30, 2022 | 0 | $0 | 3 | Feb 21, 2023 | General Counsel, VP - PAM |