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 | 53,498 | reported | 27 Mar 2026 | tx 203+842,553.2−489,052.8 |
| Elevance Health, Inc. | 2,209 | reported | 13 May 2026 | tx 5+2,209 |
| HEALTHEXTRAS INC | 100 | reported | 04 Feb 2004 | tx 1+100 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 May 2026 | GRANT_AWARD | Elevance Health, Inc. | 563 | 0.00 USD | |
| 27 Mar 2026 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 680 | 0.00 USD | |
| 27 Mar 2026 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 52 | 0.00 USD | |
| 27 Feb 2026 | TAX_WITHHOLDING | PRINCIPAL FINANCIAL GROUP INC | 5,321 | 95.42 USD | |
| 27 Feb 2026 | TAX_WITHHOLDING | PRINCIPAL FINANCIAL GROUP INC | 781 | 95.42 USD | |
| 23 Feb 2026 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 27,511 | 0.00 USD | |
| 23 Feb 2026 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 13,557 | 0.00 USD | |
| 30 Jan 2026 | SALE | PRINCIPAL FINANCIAL GROUP INC | 7,340 | 95.00 USD | |
| 29 Jan 2026 | SALE | PRINCIPAL FINANCIAL GROUP INC | 9,300 | 95.12 USD | |
| 22 Jan 2026 | SALE | PRINCIPAL FINANCIAL GROUP INC | 8,025 | 92.56 USD | |
| 08 Jan 2026 | SALE | PRINCIPAL FINANCIAL GROUP INC | 300 | 92.50 USD | |
| 31 Dec 2025 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 38,237 | 37.38 USD | |
| 31 Dec 2025 | OTHER | PRINCIPAL FINANCIAL GROUP INC | 38,237 | 88.55 USD | |
| 31 Dec 2025 | EXERCISE | PRINCIPAL FINANCIAL GROUP INC | 22,680 | 37.38 USD | deriv |
| 31 Dec 2025 | EXERCISE | PRINCIPAL FINANCIAL GROUP INC | 15,557 | 37.38 USD | deriv |
| 23 Dec 2025 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 200 | 37.38 USD | |
| 23 Dec 2025 | OTHER | PRINCIPAL FINANCIAL GROUP INC | 200 | 90.00 USD | |
| 24 Dec 2025 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 20,715 | 37.38 USD | |
| 24 Dec 2025 | OTHER | PRINCIPAL FINANCIAL GROUP INC | 20,715 | 90.05 USD | |
| 23 Dec 2025 | EXERCISE | PRINCIPAL FINANCIAL GROUP INC | 200 | 37.38 USD | deriv |
| 24 Dec 2025 | EXERCISE | PRINCIPAL FINANCIAL GROUP INC | 13,592 | 37.38 USD | deriv |
| 24 Dec 2025 | EXERCISE | PRINCIPAL FINANCIAL GROUP INC | 7,123 | 37.38 USD | deriv |
| 19 Dec 2025 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 518 | 0.00 USD | |
| 19 Dec 2025 | GRANT_AWARD | PRINCIPAL FINANCIAL GROUP INC | 77 | 0.00 USD | |
| 19 Dec 2025 | OTHER | PRINCIPAL FINANCIAL GROUP INC | 500 | 90.00 USD |