Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | 140,562 | reported | 28 Mar 2024 | tx 57+625,709−602,928 |
| Granite Point Mortgage Trust Inc. | 94,363 | reported | 15 Aug 2025 | tx 7+149,571−14,362 |
| Principal Real Estate Income Fund | 5,000 | reported | 30 Nov 2015 | tx 1+5,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 Aug 2025 | PURCHASE | Granite Point Mortgage Trust Inc. | 17,000 | 2.83 USD | |
| 06 Jun 2025 | EXERCISE | Granite Point Mortgage Trust Inc. | 14,362 | — | |
| 05 Jun 2025 | GRANT_AWARD | Granite Point Mortgage Trust Inc. | 40,846 | 0.00 USD | deriv |
| 06 Jun 2025 | EXERCISE | Granite Point Mortgage Trust Inc. | 14,362 | 0.00 USD | deriv |
| 15 May 2025 | PURCHASE | Granite Point Mortgage Trust Inc. | 29,000 | 2.38 USD | |
| 25 Feb 2025 | PURCHASE | Granite Point Mortgage Trust Inc. | 34,001 | 2.80 USD | first after silence |
| 15 Jan 2025 | GRANT_AWARD | Granite Point Mortgage Trust Inc. | 14,362 | 0.00 USD | deriv |
| 28 Mar 2024 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 244 | 0.00 USD | |
| 26 Feb 2024 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 14,323 | 0.00 USD | |
| 26 Feb 2024 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 9,690 | 0.00 USD | |
| 20 Dec 2023 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 177 | 0.00 USD | |
| 29 Sept 2023 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 185 | 0.00 USD | |
| 30 Jun 2023 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 171 | 0.00 USD | |
| 31 Mar 2023 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 254 | 0.00 USD | |
| 21 Mar 2023 | OTHER | PRINCIPAL FINANCIAL GROUP INC | 55,650 | 75.14 USD | |
| 21 Mar 2023 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 29,659 | 51.73 USD | |
| 21 Mar 2023 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 25,991 | 58.68 USD | |
| 21 Mar 2023 | EXERCISE | PRINCIPAL FINANCIAL GROUP INC | 29,659 | 51.73 USD | deriv |
| 21 Mar 2023 | EXERCISE | PRINCIPAL FINANCIAL GROUP INC | 25,991 | 58.68 USD | deriv |
| 14 Mar 2023 | OTHER | PRINCIPAL FINANCIAL GROUP INC | 1,159 | 75.05 USD | |
| 14 Mar 2023 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 1,159 | 51.73 USD | |
| 14 Mar 2023 | EXERCISE | PRINCIPAL FINANCIAL GROUP INC | 1,159 | 51.73 USD | deriv |
| 27 Feb 2023 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 9,281 | 0.00 USD | |
| 27 Feb 2023 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 8,753 | 0.00 USD | |
| 19 Dec 2022 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 86 | 0.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 25 Feb 2025.