Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INCPFG · Entity 3209 | Director | September 25, 2026 | September 29, 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.
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 | 13,699 |
Reported balance
After 2026-09-25 transaction · row 1
1 source rowRow 1 · 2026-09-25 · Grant · Acquired 97 · Balance 13,699 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 |
|---|---|---|---|---|---|---|
| September 25, 2026 Filed Sep 29, 2026 20:47 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 97 | $0.00 | $0.00 |
DisclosureSEC source: 0001126328-26-000222 · form4.xml · nonDerivative · entry 1 Muruzabal Claudio · CIK 0001872135 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,699 F1 · price: Grant of restricted stock units. Read SEC document |
| June 26, 2026 Filed Jun 30, 2026 17:43 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001126328-26-000172 · form4.xml · nonDerivative · entry 1 Muruzabal Claudio · CIK 0001872135 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,602 F1 · price: Grant of restricted stock units. Read SEC document |
| May 19, 2026 Filed May 21, 2026 21:06 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 2,175 | $0.00 | $0.00 |
DisclosureSEC source: 0001126328-26-000119 · form4.xml · nonDerivative · entry 1 Muruzabal Claudio · CIK 0001872135 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,502 F1 · price: Grant of restricted stock units. Read SEC document |
| March 27, 2026 Filed Mar 31, 2026 20:17 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 124 | $0.00 | $0.00 |
DisclosureSEC source: 0001126328-26-000091 · form4.xml · nonDerivative · entry 1 Muruzabal Claudio · CIK 0001872135 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,327 F1 · price: Grant of restricted stock units. Read SEC document |
| February 09, 2026 Filed Mar 25, 2026 19:51 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | PurchaseCommon Stock | 5 | $97.09 | $485.45 |
DisclosureSEC source: 0001126328-26-000053 · form4.xml · nonDerivative · entry 3 Muruzabal Claudio · CIK 0001872135 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,203 F1 · kind: The transactions reported herein were made in accounts managed by a financial advisor to the Reporting Person, which advisor had full investment control. Due to an oversight on the part of the advisor, the advisor made the transactions reported herein without the Reporting Person's knowledge or direction. Read SEC document |
| December 19, 2025 Filed Dec 23, 2025 23:05 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 119 | $0.00 | $0.00 |
DisclosureSEC source: 0001126328-25-000101 · form4.xml · nonDerivative · entry 1 Muruzabal Claudio · CIK 0001872135 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,198 F1 · price: Grant of restricted stock units. Read SEC document |
| September 26, 2025 Filed Sep 30, 2025 20:43 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 125 | $0.00 | $0.00 |
DisclosureSEC source: 0001126328-25-000045 · form4.xml · nonDerivative · entry 1 Muruzabal Claudio · CIK 0001872135 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,079 F1 · price: Grant of restricted stock units. Read SEC document |
| June 27, 2025 Filed Jul 1, 2025 22:20 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 126 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-012377 · form4.xml · nonDerivative · entry 1 Muruzabal Claudio · CIK 0001872135 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,954 F1 · price: Grant of restricted stock units. Read SEC document |
| May 20, 2025 Filed May 22, 2025 17:21 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 2,484 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-010040 · form4.xml · nonDerivative · entry 1 Muruzabal Claudio · CIK 0001872135 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,828 F1 · price: Grant of restricted stock units. Read SEC document |
| April 21, 2025 Filed Mar 25, 2026 19:51 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | SaleCommon Stock | 5 | $70.05 | $350.25 |
DisclosureSEC source: 0001126328-26-000053 · form4.xml · nonDerivative · entry 2 Muruzabal Claudio · CIK 0001872135 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,198 F2 · kind: The transactions reported herein were made in accounts managed by a financial advisor to the Reporting Person, which advisor had full investment control. Due to an oversight on the part of the advisor, the advisor made the transactions reported herein without the Reporting Person's knowledge or direction. The transactions did not result in any short-swing profits, so no disgorgement is required pursuant to Section 16(b) of the Securities Exchange Act of 1934. Read SEC document |
| March 28, 2025 Filed Apr 1, 2025 23:17 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 95 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-006722 · form4.xml · nonDerivative · entry 1 Muruzabal Claudio · CIK 0001872135 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,344 F1 · price: Grant of restricted stock units. Read SEC document |
| January 02, 2025 Filed Mar 25, 2026 19:51 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | PurchaseCommon Stock | 5 | $77.49 | $387.45 |
DisclosureSEC source: 0001126328-26-000053 · form4.xml · nonDerivative · entry 1 Muruzabal Claudio · CIK 0001872135 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,203 F1 · kind: The transactions reported herein were made in accounts managed by a financial advisor to the Reporting Person, which advisor had full investment control. Due to an oversight on the part of the advisor, the advisor made the transactions reported herein without the Reporting Person's knowledge or direction. Read SEC document |
| December 18, 2024 Filed Dec 20, 2024 19:25 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 102 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-021022 · form4.xml · nonDerivative · entry 1 Muruzabal Claudio · CIK 0001872135 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,249 F1 · price: Grant of restricted stock units. Read SEC document |
| September 27, 2024 Filed Oct 1, 2024 20:37 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 87 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-017150 · form4.xml · nonDerivative · entry 1 Muruzabal Claudio · CIK 0001872135 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,147 F1 · price: Grant of restricted stock units. Read SEC document |
| June 28, 2024 Filed Jul 1, 2024 21:12 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 92 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-013205 · form4.xml · nonDerivative · entry 1 Muruzabal Claudio · CIK 0001872135 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,060 F1 · price: Grant of restricted stock units. Read SEC document |
| May 21, 2024 Filed May 23, 2024 20:47 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 2,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-011066 · form4.xml · nonDerivative · entry 1 Muruzabal Claudio · CIK 0001872135 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,968 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 | 62 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007641 · form4.xml · nonDerivative · entry 1 Muruzabal Claudio · CIK 0001872135 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,573 F1 · price: Grant of restricted stock units. Read SEC document |
| December 20, 2023 Filed Dec 22, 2023 22:54 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 66 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-023145 · form4.xml · nonDerivative · entry 1 Muruzabal Claudio · CIK 0001872135 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,511 F1 · price: Grant of restricted stock units. Read SEC document |
| September 29, 2023 Filed Oct 3, 2023 20:45 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 69 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018841 · form4.xml · nonDerivative · entry 1 Muruzabal Claudio · CIK 0001872135 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,445 F1 · price: Grant of restricted stock units. Read SEC document |
| June 30, 2023 Filed Jul 6, 2023 01:10 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 64 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014560 · form4.xml · nonDerivative · entry 1 Muruzabal Claudio · CIK 0001872135 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,376 F1 · price: Grant of restricted stock units. Read SEC document |
| May 16, 2023 Filed May 18, 2023 20:48 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 2,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011665 · form4.xml · nonDerivative · entry 1 Muruzabal Claudio · CIK 0001872135 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,312 F1 · price: Grant of restricted stock units. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 21:16 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008622 · form4.xml · nonDerivative · entry 1 Muruzabal Claudio · CIK 0001872135 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,562 F1 · price: Grant of restricted stock units. Read SEC document |
| December 19, 2022 Filed Dec 21, 2022 22:18 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 36 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-024310 · form4.xml · nonDerivative · entry 1 Muruzabal Claudio · CIK 0001872135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,521 F1 · price: Grant of restricted stock units. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 21:55 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 42 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-020391 · form4.xml · nonDerivative · entry 1 Muruzabal Claudio · CIK 0001872135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,485 F1 · price: Grant of restricted stock units. Read SEC document |
| June 24, 2022 Filed Jun 28, 2022 18:36 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 44 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-015518 · form4.xml · nonDerivative · entry 1 Muruzabal Claudio · CIK 0001872135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,443 F1 · price: Grant of restricted stock units. Read SEC document |
| May 17, 2022 Filed May 19, 2022 18:31 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 2,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012976 · form4.xml · nonDerivative · entry 1 Muruzabal Claudio · CIK 0001872135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,399 F1 · price: Grant of restricted stock units. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:44 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-008864 · form4.xml · nonDerivative · entry 1 Muruzabal Claudio · CIK 0001872135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63 F1 · price: Grant of restricted stock units. Read SEC document |
| December 21, 2021 Filed Dec 23, 2021 17:50 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 21 | $0.00 | $0.00 |
DisclosureSEC source: 0001126328-21-000233 · edgar.xml · nonDerivative · entry 1 Muruzabal Claudio · CIK 0001872135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43 F1 · price: Grant of restricted stock units Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 20:59 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 22 | $0.00 | $0.00 |
DisclosureSEC source: 0001126328-21-000197 · edgar.xml · nonDerivative · entry 1 Muruzabal Claudio · CIK 0001872135 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22 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.