Selling by month
Oct 2025 to Oct 2026. Each sale is counted once: under a disclosed plan, else to cover taxes, else no plan disclosed.
Disclosed planOne dollar scale for every month; the tallest bar is labeled
Pattern
What the filings show, past 12 months. Nothing here rates or predicts.
- Sold in 1 of the 13 calendar months from Oct 2025 to Oct 2026: Jan 2026.
- Largest single sale: $885K (9,300 shares) of Principal Financial Group on Jan 29, 2026. Filing
- Last sale before this period: May 3, 2021.
Roles from filings
Every company we track where this person has filed, newest filing first.
| Company | Title | First filing | Latest filing |
|---|---|---|---|
| Principal Financial Group (PFG) | Chair, President and CEO | Mar 17, 2015 | Sep 29, 2026 |
| Elevance Health (ELV) | Director | Nov 2, 2022 | May 15, 2026 |
Also a director at
Recent filings
The last 5 days with transactions, newest first, one line per trade date. Each number links to an SEC filing.
- Sep 25, 2026, Principal Financial Group: 635 shares granted (some held indirectly). 1 filing: 1
- Sep 3, 2026, Principal Financial Group: 55,140 shares awarded; 55,140 shares returned to the company; 55,140 shares converted. 1 filing: 1
- Jun 26, 2026, Principal Financial Group: 656 shares granted (some held indirectly). 1 filing: 1
- Jun 12, 2026, Principal Financial Group: 30,708 shares awarded; 30,708 shares returned to the company; 30,708 shares converted. 1 filing: 1
- Jun 11, 2026, Principal Financial Group: 19,767 shares awarded; 19,767 shares returned to the company; 19,767 shares converted. 1 filing: 1
This page shows only what this person reported on SEC ownership filings. See the methodology. Spotted something wrong? Report an error.