Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INCPFG · Entity 3209 | SVP, General Counsel & Secty | June 24, 2022 | June 28, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
PRINCIPAL FINANCIAL GROUP INC
Report date June 24, 2022 · Filed June 28, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,818 |
Reported balance
After 2022-06-24 transaction · row 1
1 source rowRow 1 · 2022-06-24 · Grant · Acquired 23 · Balance 10,818 F1: Grant of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 24, 2022 Filed Jun 28, 2022 19:46 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 23 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-22-015545 · form4.xml · nonDerivative · entry 1 Lagomarcino Mark S. · CIK 0001918039 · SVP, General Counsel & Secty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,818 F1 · price: Grant of restricted stock units. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 21:37 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 74 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-22-008907 · form4.xml · nonDerivative · entry 1 Lagomarcino Mark S. · CIK 0001918039 · SVP, General Counsel & Secty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,795 F1 · price: Grant of restricted stock units. 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.