Wee Yee Cheong - 27 Feb 2025 Form 4 Insider Report for PRINCIPAL FINANCIAL GROUP INC (PFG)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
28 Feb 2025, 16:52:19 UTC
Prior SEC filing
26 Feb 2025
Next SEC filing
01 Apr 2025
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
Chris Agbe-Davies as Attorney-in-Fact

Key filing fact

Wee Yee Cheong filed Form 4 for PRINCIPAL FINANCIAL GROUP INC (PFG) on 28 Feb 2025.

Key facts

  • This page summarizes Wee Yee Cheong's Form 4 filing for PRINCIPAL FINANCIAL GROUP INC (PFG).
  • 7 reported transactions and 2 derivative rows are listed below.
  • Accepted by SEC: 28 Feb 2025, 16:52.

Change

  • Previous filing in this sequence was filed on 26 Feb 2025.
  • Current net transaction value: -$1,175,616.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

PFG transaction

Common Stock

Award

Transaction value
$42,250
Shares
+720
Change %
+0.77%
Price
$58.68
Shares after
94,540
Date
27 Feb 2025
Ownership
Direct
Footnotes
F1
PFG transaction

Common Stock

Award

Transaction value
$5,868
Shares
+100
Change %
+0.11%
Price
$58.68
Shares after
94,640
Date
27 Feb 2025
Ownership
Direct
Footnotes
F1
PFG transaction

Common Stock

Disposed to Issuer

Transaction value
$62,662
Shares
-720
Change %
-0.76%
Price
$87.03
Shares after
93,920
Date
27 Feb 2025
Ownership
Direct
Footnotes
F1, F2
PFG transaction

Common Stock

Disposed to Issuer

Transaction value
$8,784
Shares
-100
Change %
-0.11%
Price
$87.84
Shares after
93,820
Date
27 Feb 2025
Ownership
Direct
Footnotes
F1
PFG transaction

Common Stock

Disposed to Issuer

Transaction value
$1,104,170
Shares
-12,648
Change %
-13%
Price
$87.30
Shares after
81,172
Date
27 Feb 2025
Ownership
Direct
Footnotes
F1, F3

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

PFG transaction Derivative

Employee Stock Option (Right to Buy)

Options Exercise

Transaction value
$42,250
Shares
-720
Change %
-88%
Price
$58.68
Shares after
100
Date
27 Feb 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
720
Exercise price
$58.68
PFG transaction Derivative

Employee Stock Option (Right to Buy)

Options Exercise

Transaction value
$5,868
Shares
-100
Change %
-100%
Price
$58.68
Shares after
0
Date
27 Feb 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
100
Exercise price
$58.68
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote F1

Includes 1407 shares acquired pursuant to the Principal Financial Group, Inc. Employee Stock Purchase Plan.

Footnote F2

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.00 to $87.12, inclusive. The reporting person undertakes to provide Principal Financial Group, Inc., any security holder of Principal Financial Group, Inc., or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Footnote F3

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.00 to $87.78, inclusive. The reporting person undertakes to provide Principal Financial Group, Inc., any security holder of Principal Financial Group, Inc., or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .