Daniel Gelatt is Director at PRINCIPAL FINANCIAL GROUP INC (PFG). They have made 9 open-market trades across 1 company since 2008, most recently 2020-06-26.
CIK 0001166856
6 open-market purchases totalling $7.9M since 2008, against 3 sales. Across 6 scored buys the stock is up 8.2% at ninety days, and 2.3 points ahead of the S&P over the same stretch.
6 scored purchases · one row per filing · discretionary only
| Ticker | Shares | Value |
|---|---|---|
| PFG | 187,741 | $20.4M |
Shares reported on the most recent Form 4, priced at the 2020-06-30 close.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 17% | 67% | 83% |
| Avg Move | -5.1% | -0.8% | +8.2% |
| Alpha | -2.7% | -3.1% | +2.3% |
| Scored | 6 | 6 | 6 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| PFG | BUY | 2020-06-26 | 2020-06-30 | $35.52 | $2.0M | -0.1% | +1.3% | -4.3% |
| PFG | BUY | 2020-03-10 | 2020-03-12 | $35.52 | $2.0M | -11.2% | -5.6% | +32.9% |
| PFG | BUY | 2018-11-05 | 2018-11-06 | $48.10 | $1.2M | -1.6% | -8.2% | +1.3% |
| PFG | BUY | 2016-02-19 | 2016-02-23 | $36.74 | $1.1M | +7.7% | +6.5% | +18.0% |
| PFG | SELL | 2013-12-13 | 2013-12-13 | $48.23 | $91K | -12.6% | +0.5% | +0.5% |
| PFG | SELL | 2013-03-13 | 2013-03-14 | $34.02 | $66K | -12.6% | +0.5% | +0.5% |
| PFG | SELL | 2012-03-15 | 2012-03-16 | $28.84 | $58K | -12.6% | +0.5% | +0.5% |
| PFG | BUY | 2009-03-09 | 2009-03-11 | $6.07 | $364K | -12.6% | +0.5% | +0.5% |
| PFG | BUY | 2008-11-21 | 2008-11-25 | $9.89 | $1.2M | -12.6% | +0.5% | +0.5% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.