Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PACIFIC GAS & ELECTRIC CoPCG-PREF · Entity 25671 | SVP and Chief Info. Officer | September 01, 2018 | September 06, 2018 |
| PRINCIPAL FINANCIAL GROUP INCPFG · Entity 3209 | EVP-Chief Information Officer | September 25, 2026 | September 29, 2026 |
| SEACOAST BANKING CORP OF FLORIDASBCF · Entity 4187 | Director | July 31, 2026 | August 05, 2026 |
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.
PACIFIC GAS & ELECTRIC Co
Report date September 01, 2018 · Filed September 06, 2018
This filing explicitly reported no securities owned.
PRINCIPAL FINANCIAL GROUP INC
Report date September 25, 2026 · Filed September 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 44,683 |
Reported balance
After 2026-09-25 transaction · row 1
1 source rowRow 1 · 2026-09-25 · Grant · Acquired 383 · Balance 44,683 F1: Grant of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units.
SEACOAST BANKING CORP OF FLORIDA
Report date July 31, 2026 · Filed August 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,047 |
Reported balance
After 2026-07-31 transaction · row 1
1 source rowRow 1 · 2026-07-31 · Grant · Acquired 2,015 · Balance 2,047 F1: Stock issued from Seacoast's 2021 Incentive Plan for Board Services in 2026 |
Filing footnotes · ownership attribution and instrument terms
F1: Stock issued from Seacoast's 2021 Incentive Plan for Board Services in 2026
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 |
|---|---|---|---|---|---|---|
| September 25, 2026 Filed Sep 29, 2026 20:33 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 383 | $0.00 | $0.00 |
DisclosureSEC source: 0001126328-26-000192 · form4.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · EVP-Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,683 F1 · price: Grant of restricted stock units. Read SEC document |
| July 31, 2026 Filed Aug 5, 2026 00:39 UTC | SEACOAST BANKING CORP OF FLORIDA SBCF · Entity 4187 | GrantCommon Stock | 2,015 | $34.74 | $70,001.10 |
DisclosureSEC source: 0000730708-26-000148 · wk-form4_1785890371.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,047 F1 · kind: Stock issued from Seacoast's 2021 Incentive Plan for Board Services in 2026 Read SEC document |
| June 26, 2026 Filed Jun 30, 2026 17:37 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 398 | $0.00 | $0.00 |
DisclosureSEC source: 0001126328-26-000152 · form4.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · EVP-Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,300 F1 · price: Grant of restricted stock units. Read SEC document |
| March 27, 2026 Filed Mar 31, 2026 20:09 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 469 | $0.00 | $0.00 |
DisclosureSEC source: 0001126328-26-000070 · form4.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · EVP-Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,902 F1 · price: Grant of restricted stock units. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 22:07 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | Tax withholdingCommon Stock | 1,870 | $95.42 | $178,435.40 |
DisclosureSEC source: 0001126328-26-000048 · form4.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · EVP-Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,433 Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 17:38 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 4,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001126328-26-000024 · form4.xml · nonDerivative · entry 2 Kay Kathleen B · CIK 0001751660 · EVP-Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,303 F2 · price: Settlement of performance-based restricted stock units granted 2/27/2023. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 17:38 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 5,417 | $0.00 | $0.00 |
DisclosureSEC source: 0001126328-26-000024 · form4.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · EVP-Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,582 F1 · price: Grant of restricted stock units. Read SEC document |
| December 19, 2025 Filed Dec 23, 2025 23:09 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 384 | $0.00 | $0.00 |
DisclosureSEC source: 0001126328-25-000111 · form4.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · EVP-Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,165 F1 · price: Grant of restricted stock units. Read SEC document |
| September 26, 2025 Filed Sep 30, 2025 20:40 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 404 | $0.00 | $0.00 |
DisclosureSEC source: 0001126328-25-000034 · form4.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · EVP-Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,781 F1 · price: Grant of restricted stock units. Read SEC document |
| June 27, 2025 Filed Jul 1, 2025 22:24 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 405 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-012387 · form4.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · EVP-Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,377 F1 · price: Grant of restricted stock units. Read SEC document |
| March 28, 2025 Filed Apr 1, 2025 23:24 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 376 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-006734 · form4.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · EVP-Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,972 F1 · price: Grant of restricted stock units. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 23:28 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | Tax withholdingCommon Stock | 2,285 | $89.04 | $203,456.40 |
DisclosureSEC source: 0001062993-25-004423 · form4.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · EVP-Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,596 Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 21:11 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 6,737 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-003637 · form4.xml · nonDerivative · entry 2 Kay Kathleen B · CIK 0001751660 · EVP-Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,881 F2 · price: Settlement of performance-based restricted stock units granted 3/7/2022. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 21:11 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 5,728 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-003637 · form4.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · EVP-Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,144 F1 · price: Grant of restricted stock units. Read SEC document |
| December 18, 2024 Filed Dec 20, 2024 20:08 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 305 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-021055 · form4.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · EVP-Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,416 F1 · price: Grant of restricted stock units. Read SEC document |
| September 27, 2024 Filed Oct 1, 2024 20:34 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 261 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-017137 · form4.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · EVP-Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,111 F1 · price: Grant of restricted stock units. Read SEC document |
| June 28, 2024 Filed Jul 1, 2024 21:26 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 276 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-013223 · form4.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · EVP-Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,850 F1 · price: Grant of restricted stock units. Read SEC document |
| March 28, 2024 Filed Apr 2, 2024 00:07 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 245 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007642 · form4.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · EVP-Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,574 F1 · price: Grant of restricted stock units. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 21:34 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | Tax withholdingCommon Stock | 1,599 | $80.99 | $129,503.01 |
DisclosureSEC source: 0001062993-24-005871 · form4.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · EVP-Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,329 Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 22:42 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 4,397 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-004827 · form4.xml · nonDerivative · entry 2 Kay Kathleen B · CIK 0001751660 · EVP-Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,928 F2 · price: Settlement of performance-based restricted stock units granted 03/05/2021. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 22:42 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 4,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-004827 · form4.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · EVP-Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,531 F1 · price: Grant of restricted stock units. Read SEC document |
| December 20, 2023 Filed Dec 22, 2023 22:50 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 196 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-023134 · form4.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · EVP-Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,827 F1 · price: Grant of restricted stock units. Read SEC document |
| September 29, 2023 Filed Oct 3, 2023 20:54 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 207 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018871 · form4.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,631 F1 · price: Grant of restricted stock units. Read SEC document |
| June 30, 2023 Filed Jul 6, 2023 01:27 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 189 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014576 · form4.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,424 F1 · price: Grant of restricted stock units. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 22:40 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 246 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008683 · form4.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,235 F1 · price: Grant of restricted stock units. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 23:14 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 3,897 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-005419 · form4.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,989 F1 · price: Grant of restricted stock units. Read SEC document |
| December 19, 2022 Filed Dec 21, 2022 23:10 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 186 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-024332 · form4.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,092 F1 · price: Grant of restricted stock units. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 22:02 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 215 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-020414 · form4.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,906 F1 · price: Grant of restricted stock units. Read SEC document |
| June 24, 2022 Filed Jun 28, 2022 19:45 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 224 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-015543 · form4.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,691 F1 · price: Grant of restricted stock units. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 21:17 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 207 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-008884 · form4.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,467 F1 · price: Grant of restricted stock units. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 22:49 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 4,773 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-006410 · form4.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,260 F1 · price: Grant of restricted stock units. Read SEC document |
| December 21, 2021 Filed Dec 23, 2021 19:14 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 171 | $0.00 | $0.00 |
DisclosureSEC source: 0001126328-21-000242 · edgar.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,487 F1 · price: Grant of restricted stock units Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 21:06 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 182 | $0.00 | $0.00 |
DisclosureSEC source: 0001126328-21-000205 · edgar.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,316 F1 · price: Grant of restricted stock units Read SEC document |
| June 25, 2021 Filed Jun 29, 2021 19:11 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 175 | $0.00 | $0.00 |
DisclosureSEC source: 0001126328-21-000172 · edgar.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,134 F1 · price: Grant of restricted stock units Read SEC document |
| March 26, 2021 Filed Mar 30, 2021 20:56 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 140 | $0.00 | $0.00 |
DisclosureSEC source: 0001126328-21-000130 · edgar.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,959 F1 · price: Grant of restricted stock units Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 23:29 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantEmployee Stock Option (Right to Buy) · Derivative | 24,125 | $0.00 Strike: $58.68 | $0.00 |
DisclosureSEC source: 0001126328-21-000108 · edgar.xml · derivative · entry 2 Kay Kathleen B · CIK 0001751660 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,125 Underlying: Common Stock · 24,125 shares Expires 2031-03-05 F2 · derivative.exercise_date: The option vests in three equal annual installments beginning March 5, 2022. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 23:29 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 3,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001126328-21-000108 · edgar.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,819 F1 · price: Grant of restricted stock units Read SEC document |
| December 21, 2020 Filed Dec 23, 2020 20:19 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 176 | $0.00 | $0.00 |
DisclosureSEC source: 0001126328-20-000239 · edgar.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 598 F1 · price: Grant of restricted stock units. Read SEC document |
| September 25, 2020 Filed Sep 29, 2020 20:38 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 214 | $0.00 | $0.00 |
DisclosureSEC source: 0001126328-20-000196 · edgar.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 422 F1 · price: Grant of restricted stock units. Read SEC document |
| June 26, 2020 Filed Jun 30, 2020 23:04 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 208 | $0.00 | $0.00 |
DisclosureSEC source: 0001126328-20-000157 · edgar.xml · nonDerivative · entry 1 Kay Kathleen B · CIK 0001751660 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208 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.