Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Discover Financial Services | 895,025 | reported | 14 Aug 2023 | tx 197+4,524,039−3,680,161 |
| MORGAN STANLEY | 160,432 | reported | 12 Oct 2006 | tx 9+198,533−58,652 |
| PRINCIPAL FINANCIAL GROUP INC | 41,183 | reported | 19 May 2026 | tx 143+68,658.04 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 May 2026 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 2,175 | 0.00 USD | |
| 27 Mar 2026 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 355 | 0.00 USD | |
| 27 Mar 2026 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 262 | 87.01 USD | deriv |
| 19 Dec 2025 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 340 | 0.00 USD | |
| 19 Dec 2025 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 244 | 88.95 USD | deriv |
| 05 Dec 2025 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 828 | 87.52 USD | deriv |
| 26 Sept 2025 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 358 | 0.00 USD | |
| 26 Sept 2025 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 257 | 82.62 USD | deriv |
| 27 Jun 2025 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 361 | 0.00 USD | |
| 27 Jun 2025 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 250 | 79.19 USD | deriv |
| 06 Jun 2025 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 909 | 76.97 USD | deriv |
| 20 May 2025 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 2,484 | 0.00 USD | |
| 28 Mar 2025 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 314 | 0.00 USD | |
| 28 Mar 2025 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 233 | 83.06 USD | deriv |
| 18 Dec 2024 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 336 | 0.00 USD | |
| 18 Dec 2024 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 241 | 74.91 USD | deriv |
| 06 Dec 2024 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 829 | 84.40 USD | deriv |
| 27 Sept 2024 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 286 | 0.00 USD | |
| 27 Sept 2024 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 205 | 86.09 USD | deriv |
| 28 Jun 2024 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 303 | 0.00 USD | |
| 28 Jun 2024 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 209 | 79.46 USD | deriv |
| 07 Jun 2024 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 883 | 79.27 USD | deriv |
| 21 May 2024 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 2,395 | 0.00 USD | |
| 28 Mar 2024 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 250 | 0.00 USD | |
| 28 Mar 2024 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 186 | 86.31 USD | deriv |
2 purchases reported after at least 12 months of silence — most recent on 28 Jan 2019.