Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INCPFG · Entity 3209 | EVP, General Counsel, and Secr | June 27, 2025 | July 01, 2025 |
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 27, 2025 · Filed July 01, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 100,573 |
Reported balance
After 2025-06-27 transaction · row 1
1 source rowRow 1 · 2025-06-27 · Grant · Acquired 800 · Balance 100,573 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 27, 2025 Filed Jul 1, 2025 22:23 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 800 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-012384 · form4.xml · nonDerivative · entry 1 Lamarque Natalie · CIK 0001939126 · EVP, General Counsel, and Secr 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,573 F1 · price: Grant of restricted stock units. Read SEC document |
| March 28, 2025 Filed Apr 1, 2025 23:22 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 744 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-006732 · form4.xml · nonDerivative · entry 1 Lamarque Natalie · CIK 0001939126 · EVP, General Counsel, and Secr 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,773 F1 · price: Grant of restricted stock units. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 21:15 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 5,468 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-003648 · form4.xml · nonDerivative · entry 1 Lamarque Natalie · CIK 0001939126 · EVP, General Counsel, and Secr 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,029 F1 · price: Grant of restricted stock units. Read SEC document |
| December 18, 2024 Filed Dec 20, 2024 20:09 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 744 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-021056 · form4.xml · nonDerivative · entry 1 Lamarque Natalie · CIK 0001939126 · EVP, General Counsel, and Secr 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,561 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 | 635 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-017138 · form4.xml · nonDerivative · entry 1 Lamarque Natalie · CIK 0001939126 · EVP, General Counsel, and Secr 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,817 F1 · price: Grant of restricted stock units. Read SEC document |
| June 28, 2024 Filed Jul 1, 2024 21:27 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 672 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-013225 · form4.xml · nonDerivative · entry 1 Lamarque Natalie · CIK 0001939126 · EVP, General Counsel, and Secr 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,182 F1 · price: Grant of restricted stock units. Read SEC document |
| March 28, 2024 Filed Apr 2, 2024 00:11 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 597 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007652 · form4.xml · nonDerivative · entry 1 Lamarque Natalie · CIK 0001939126 · EVP, General Counsel, and Secr 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,510 F1 · price: Grant of restricted stock units. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 22:38 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 5,533 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-004819 · form4.xml · nonDerivative · entry 1 Lamarque Natalie · CIK 0001939126 · EVP, General Counsel, and Secr 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,913 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 | 724 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-023135 · form4.xml · nonDerivative · entry 1 Lamarque Natalie · CIK 0001939126 · EVP, General Counsel, and Secr 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,380 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 | 757 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018874 · form4.xml · nonDerivative · entry 1 Lamarque Natalie · CIK 0001939126 · EVP, General Counsel, and Secr 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,656 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 | 702 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014578 · form4.xml · nonDerivative · entry 1 Lamarque Natalie · CIK 0001939126 · EVP, General Counsel, and Secr 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,899 F1 · price: Grant of restricted stock units. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 22:37 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 710 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008680 · form4.xml · nonDerivative · entry 1 Lamarque Natalie · CIK 0001939126 · EVP, General Counsel, and Secr 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,197 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 | 4,855 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-005420 · form4.xml · nonDerivative · entry 1 Lamarque Natalie · CIK 0001939126 · EVP, General Counsel, and Secr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,487 F1 · price: Grant of restricted stock units. Read SEC document |
| December 19, 2022 Filed Dec 21, 2022 23:14 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 585 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-024342 · form4.xml · nonDerivative · entry 1 Lamarque Natalie · CIK 0001939126 · EVP, General Counsel, and Secr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,632 F1 · price: Grant of restricted stock units. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 22:06 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 677 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-020429 · form4.xml · nonDerivative · entry 1 Lamarque Natalie · CIK 0001939126 · EVP, General Counsel, and Secr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,047 F1 · price: Grant of restricted stock units. Read SEC document |
| July 18, 2022 Filed Jul 21, 2022 16:01 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 76,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016597 · form4.xml · nonDerivative · entry 1 Lamarque Natalie · CIK 0001939126 · EVP, General Counsel, and Secr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,370 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.