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 | 21,270 | reported | 19 May 2026 | tx 31+21,271 |
| Bain Capital Specialty Finance, Inc. | 20,834.77 | reported | 17 Mar 2025 | tx 10+23,721.02−5,417 |
| 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 | 174 | 0.00 USD | |
| 19 Dec 2025 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 167 | 0.00 USD | |
| 26 Sept 2025 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 175 | 0.00 USD | |
| 27 Jun 2025 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 177 | 0.00 USD | |
| 20 May 2025 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 2,484 | 0.00 USD | |
| 28 Mar 2025 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 142 | 0.00 USD | |
| 17 Mar 2025 | PURCHASE | Bain Capital Specialty Finance, Inc. | 1,530 | 16.43 USD | first after silence |
| 18 Dec 2024 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 152 | 0.00 USD | |
| 27 Sept 2024 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 130 | 0.00 USD | |
| 28 Jun 2024 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 137 | 0.00 USD | |
| 21 May 2024 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 2,395 | 0.00 USD | |
| 28 Mar 2024 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 103 | 0.00 USD | |
| 20 Dec 2023 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 109 | 0.00 USD | |
| 29 Sept 2023 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 114 | 0.00 USD | |
| 30 Jun 2023 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 106 | 0.00 USD | |
| 16 May 2023 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 2,750 | 0.00 USD | |
| 31 Mar 2023 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 84 | 0.00 USD | |
| 19 Dec 2022 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 73 | 0.00 USD | |
| 30 Sept 2022 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 85 | 0.00 USD | |
| 10 Aug 2022 | PURCHASE | Bain Capital Specialty Finance, Inc. | 3,400 | 14.59 USD | |
| 24 Jun 2022 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 88 | 0.00 USD | |
| 17 May 2022 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 2,336 | 0.00 USD | |
| 25 Mar 2022 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 61 | 0.00 USD | |
| 03 Mar 2022 | PURCHASE | Bain Capital Specialty Finance, Inc. | 3,090.02 | 16.18 USD |
2 purchases reported after at least 12 months of silence — most recent on 17 Mar 2025.