Principal Financial Group insider trading
Every open-market purchase and sale by Principal Financial Group's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.
| Date | Insider | Trade | Shares | Price | Value | 1M after | 3M after | 6M after |
|---|
Does following Principal Financial Group’s insiders pay?
From July 26, 2011 to May 22, 2026, 16 insiders reported 7 open-market purchases and 40 sales not made under a pre-set plan in Principal Financial Group. Twelve months after each purchase was reported, the shares were +20.4% against the S&P 500 on average (median +24.5%), over 7 purchases with a full year of prices; 86% beat the index. After sales, the shares moved +2.5% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on July 27, 2011 into $52,850 by November 2, 2026, +11.6% a year. It held shares 36% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $35,268 (+8.6% a year), and held throughout $75,604 (+14.2%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest report |
|---|---|---|---|---|---|---|---|
| Gelatt Daniel | Director | 4 | +27.5% (4) | 100% | 3 | +4.6% (3) | June 30, 2020 |
| Cheong Wee Yee | President - Asia & Middle East | 0 | — | — | 6 | −10.0% (2) | May 22, 2026 |
| Helton Sandra L | Director | 0 | — | — | 6 | −7.1% (6) | October 21, 2022 |
| Costley Gary E | Director | 0 | — | — | 4 | +2.0% (4) | December 3, 2013 |
| Tallett Elizabeth E | Director | 1 | +6.7% (1) | 100% | 3 | +5.1% (3) | October 30, 2015 |
| Carter Miller Jocelyn | Director | 0 | — | — | 3 | +5.3% (3) | December 11, 2013 |
| Keyser Richard L | Director | 0 | — | — | 3 | +9.2% (3) | February 19, 2014 |
| Walker Roberto | EVP, Principal Latin American | 0 | — | — | 3 | −5.4% (3) | August 23, 2022 |
| Bernard Betsy J | Director | 0 | — | — | 2 | +4.7% (2) | December 3, 2013 |
| Dunbar Timothy Mark | Other | 0 | — | — | 2 | +17.6% (2) | March 1, 2021 |
| Lawler Julia M | Other | 0 | — | — | 2 | +21.4% (2) | February 24, 2021 |
| Dan Michael T | Director | 1 | +35.0% (1) | 100% | 0 | — | May 24, 2012 |
| Djurasovic George | Interim General Counsel | 0 | — | — | 1 | — | April 30, 2026 |
| Ferro Dennis H | Director | 0 | — | — | 1 | +4.2% (1) | February 19, 2014 |
| Lillis Terrance | Senior Vice President & CFO | 1 | −9.0% (1) | 0% | 0 | — | July 26, 2011 |
| Schaaf Renee V. | President - RIS | 0 | — | — | 1 | −5.3% (1) | August 17, 2022 |
When several insiders traded Principal Financial Group
Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Principal Financial Group in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After 4 selling crowds, +5.5%. One company's history is too short to judge by; the test across every company is the better guide.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| August 31, 2022 | 3 selling | +18.3% | +15.8% | −7.5% |
| December 31, 2013 | 6 selling | −5.9% | −3.3% | −5.4% |
| March 28, 2013 | 7 selling | +8.9% | +20.0% | +17.1% |
| March 30, 2012 | 6 selling | −7.6% | −10.6% | +4.3% |