Last 12 months
Inside the activity.
0 purchase rows · 0 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 28, 2025 Filed Apr 30, 2025 19:27 UTC |
PRINCIPAL FINANCIAL SERVICES INCAffiliate of Advisor
|
SaleInstitutional Class Shares of beneficial interest | 328,290.97 | $26.09 | $8,565,111.41 |
DisclosureSEC source: 0001756404-25-000008 · wk-form4_1746041242.xml · nonDerivative · entry 3 PRINCIPAL FINANCIAL SERVICES INC · CIK 0001094589 · Affiliate of Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| April 28, 2025 Filed Apr 30, 2025 19:27 UTC |
PRINCIPAL FINANCIAL SERVICES INCAffiliate of Advisor
|
SaleClass A Shares of beneficial interest | 322,425.1 | $25.92 | $8,357,258.59 |
DisclosureSEC source: 0001756404-25-000008 · wk-form4_1746041242.xml · nonDerivative · entry 2 PRINCIPAL FINANCIAL SERVICES INC · CIK 0001094589 · Affiliate of Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| April 28, 2025 Filed Apr 30, 2025 19:27 UTC |
PRINCIPAL FINANCIAL SERVICES INCAffiliate of Advisor
|
SaleClass Y Shares of beneficial interest | 9,082,230.32 | $26.41 | $239,861,702.75 |
DisclosureSEC source: 0001756404-25-000008 · wk-form4_1746041242.xml · nonDerivative · entry 1 PRINCIPAL FINANCIAL SERVICES INC · CIK 0001094589 · Affiliate of Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 16:09 UTC |
PRINCIPAL FINANCIAL SERVICES INC10% owner
|
SaleClass Y Shares of beneficial interest | 343,511.45 | $26.20 | $8,999,999.99 |
DisclosureSEC source: 0001756404-25-000002 · wk-form4_1737994181.xml · nonDerivative · entry 1 PRINCIPAL FINANCIAL SERVICES INC · CIK 0001094589 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 368,915.872 Read SEC document |
| October 24, 2024 Filed Oct 25, 2024 21:22 UTC |
PRINCIPAL FINANCIAL SERVICES INC10% owner
|
SaleClass Y Shares of beneficial interest | 265,755.505 | $26.34 | $7,000,000.00 |
DisclosureSEC source: 0001756404-24-000071 · wk-form4_1729891316.xml · nonDerivative · entry 1 PRINCIPAL FINANCIAL SERVICES INC · CIK 0001094589 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 704,330.768 Read SEC document |
| July 25, 2024 Filed Aug 9, 2024 21:00 UTC |
PRINCIPAL FINANCIAL SERVICES INC10% owner
|
SaleClass Y Shares of beneficial interest | 271,844.66 | $25.75 | $7,000,000.00 |
DisclosureSEC source: 0001756404-24-000053 · wk-form4_1723237202.xml · nonDerivative · entry 1 PRINCIPAL FINANCIAL SERVICES INC · CIK 0001094589 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 945,345.545 Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 17:55 UTC |
PRINCIPAL LIFE INSURANCE CO10% owner
|
PurchaseClass Y Shares of beneficial interest | 236,127.512 | $25.41 | $6,000,000.08 |
DisclosureSEC source: 0001756404-24-000004 · wk-form4_1709229298.xml · nonDerivative · entry 1 PRINCIPAL LIFE INSURANCE CO · CIK 0000009712 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,028,100.525 Read SEC document |
| January 25, 2024 Filed Aug 9, 2024 20:59 UTC |
PRINCIPAL FINANCIAL SERVICES INC10% owner
|
SaleClass Y Shares of beneficial interest | 277,337.559 | $25.24 | $6,999,999.99 |
DisclosureSEC source: 0001756404-24-000052 · wk-form4_1723237181.xml · nonDerivative · entry 1 PRINCIPAL FINANCIAL SERVICES INC · CIK 0001094589 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,229,084.162 Read SEC document |
| July 27, 2023 Filed Aug 9, 2024 20:59 UTC |
PRINCIPAL FINANCIAL SERVICES INC10% owner
|
SaleClass Y Shares of beneficial interest | 312,012.48 | $25.54 | $7,968,798.74 |
DisclosureSEC source: 0001756404-24-000051 · wk-form4_1723237157.xml · nonDerivative · entry 1 PRINCIPAL FINANCIAL SERVICES INC · CIK 0001094589 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,490,817.7 Read SEC document |
| January 25, 2023 Filed Aug 9, 2024 20:59 UTC |
PRINCIPAL FINANCIAL SERVICES INC10% owner
|
SaleClass Y Shares of beneficial interest | 309,957.381 | $25.81 | $8,000,000.00 |
DisclosureSEC source: 0001756404-24-000050 · wk-form4_1723237136.xml · nonDerivative · entry 1 PRINCIPAL FINANCIAL SERVICES INC · CIK 0001094589 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,784,330.053 Read SEC document |
| July 27, 2022 Filed Aug 9, 2024 20:52 UTC |
PRINCIPAL FINANCIAL SERVICES INC10% owner
|
SaleClass Y Shares of beneficial interest | 295,967.444 | $27.03 | $8,000,000.01 |
DisclosureSEC source: 0001756404-24-000048 · wk-form4_1723236755.xml · nonDerivative · entry 1 PRINCIPAL FINANCIAL SERVICES INC · CIK 0001094589 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,969,985.885 Read SEC document |
| August 14, 2020 Filed Aug 28, 2020 17:10 UTC |
PRINCIPAL LIFE INSURANCE CO10% owner
|
PurchaseClass Y Shares of beneficial interest | 13,350.56 | $23.22 | $310,000.00 |
DisclosureSEC source: 0001756404-20-000087 · wf-form4_159863461407628.xml · nonDerivative · entry 1 PRINCIPAL LIFE INSURANCE CO · CIK 0000009712 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,981,207.866 Read SEC document |
| July 15, 2020 Filed Aug 28, 2020 17:06 UTC |
PRINCIPAL LIFE INSURANCE CO10% owner
|
PurchaseClass Y Shares of beneficial interest | 13,932.585 | $22.25 | $310,000.02 |
DisclosureSEC source: 0001756404-20-000085 · wf-form4_159863439045880.xml · nonDerivative · entry 1 PRINCIPAL LIFE INSURANCE CO · CIK 0000009712 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,967,857.306 Read SEC document |
| June 17, 2020 Filed Aug 28, 2020 17:01 UTC |
PRINCIPAL LIFE INSURANCE CO10% owner
|
PurchaseClass Y Shares of beneficial interest | 15,923.567 | $21.98 | $350,000.00 |
DisclosureSEC source: 0001756404-20-000083 · wf-form4_159863408682208.xml · nonDerivative · entry 1 PRINCIPAL LIFE INSURANCE CO · CIK 0000009712 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,923,369.447 Read SEC document |
| April 29, 2020 Filed May 1, 2020 15:51 UTC |
PRINCIPAL LIFE INSURANCE CO10% owner
|
PurchaseClass Y Shares of beneficial interest | 843,611.248 | $20.27 | $17,100,000.00 |
DisclosureSEC source: 0001756404-20-000037 · edgar.xml · nonDerivative · entry 1 PRINCIPAL LIFE INSURANCE CO · CIK 0000009712 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,907,445.88 F1 · price: NAV per share of shares purchased Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.