Betsy J. Bernard is Director at PRINCIPAL FINANCIAL GROUP INC (PFG). They have made 10 open-market trades across 4 companies since 2008, most recently 2023-08-25.
CIK 0001166854
7 open-market purchases totalling $1.6M since 2008, against 3 sales. Across 7 scored buys the stock is down 12.4% at ninety days, and 14.5 points behind the S&P over the same stretch.
7 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 29% | 14% | 14% |
| Avg Move | -7.9% | -7.5% | -12.4% |
| Alpha | -12.6% | -7.4% | -14.5% |
| Scored | 7 | 7 | 7 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| ZBH | BUY | 2019-02-06 | 2019-02-06 | $117.41 | $986K | +4.7% | +3.1% | +4.6% |
| ZBH | BUY | 2018-03-20 | 2023-08-29 | $114.61 | $217K | +2.6% | -5.7% | -4.6% |
| SITO | BUY | 2016-09-21 | 2016-10-17 | $3.75 | $200K | -4.4% | -15.2% | -52.5% |
| SITO | BUY | 2015-08-31 | 2015-09-01 | $3.89 | $31K | -28.8% | -17.2% | -17.2% |
| SITO | BUY | 2014-11-26 | 2014-12-01 | $0.25 | $104K | -28.8% | -17.2% | -17.2% |
| PFG | SELL | 2013-12-02 | 2013-12-03 | $50.55 | $95K | -12.6% | +0.5% | +0.5% |
| PFG | SELL | 2013-03-14 | 2013-03-15 | $34.35 | $66K | -12.6% | +0.5% | +0.5% |
| WRLS | SELL | 2012-11-20 | 2012-11-21 | $9.89 | $367K | -0.3% | -0.1% | -0.1% |
| PFG | SELL · 10b5-1 | 2011-02-28 | 2011-03-01 | $34.05 | $68K | -12.6% | +0.5% | +0.5% |
| WRLS | BUY | 2010-05-03 | 2010-05-04 | $3.14 | $20K | -0.3% | -0.1% | -0.1% |
| WRLS | BUY | 2008-11-10 | 2008-11-12 | $1.45 | $20K | -0.3% | -0.1% | -0.1% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.