PFG's three largest insider shareholders as of September 09, 2026 are Daniel Joseph Houston (Executive Chairman, 271.61K shares), Deanna D Strable-Soethout (Chair, President And Ceo, 173.87K shares), Patrick Gregory Halter (President And Ceo Pam, 140.56K shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Daniel Joseph Houston | Executive Chairman | 271,613 | 0 | 271,613 | 15.3% | 01 Jul, 2025 |
| 2 | Deanna D Strable-Soethout | Chair, President And Ceo | 173,867 | 0 | 173,867 | 9.8% | 08 Sep, 2026 |
| 3 | Patrick Gregory Halter | President And Ceo Pam | 140,562 | 0 | 140,562 | 7.9% | 01 Apr, 2024 |
| 4 | Amy Christine Friedrich | President Benefits Protect | 108,863 | 0 | 108,863 | 6.1% | 11 Aug, 2026 |
| 5 | Natalie Lamarque | Evp, General Counsel, And Secr | 100,573 | 0 | 100,573 | 5.7% | 01 Jul, 2025 |
| 6 | Miller Jocelyn Carter | Director | 91,331 | 0 | 91,331 | 5.1% | 30 Jun, 2026 |
| 7 | Christopher J Littlefield | President Ris | 76,741 | 0 | 76,741 | 4.3% | 30 Jun, 2026 |
| 8 | Wee Yee Cheong | President Asia Middle East | 66,819 | 0 | 66,819 | 3.8% | 30 Jun, 2026 |
| 9 | Kamal Bhatia | President And Ceo Pam | 65,454 | 0 | 65,454 | 3.7% | 30 Jun, 2026 |
| 10 | Michael T Dan | Director | 54,970 | 0 | 54,970 | 3.1% | 04 Apr, 2023 |
| 11 | Joel Pitz | Evp Cfo | 43,998 | 2,928 | 46,926 | 2.6% | 30 Jun, 2026 |
| 12 | Vivek Agrawal | Evp Chief Growth Officer | 46,536 | 0 | 46,536 | 2.6% | 30 Jun, 2026 |
| 13 | Kathleen B Kay | Evp Chief Information Officer | 44,300 | 0 | 44,300 | 2.5% | 30 Jun, 2026 |
| 14 | Roger C Hochschild | Director | 41,477 | 0 | 41,477 | 2.3% | 30 Jun, 2026 |
| 15 | Kenneth A. Mccullum | Evp Chief Risk Officer | 41,070 | 0 | 41,070 | 2.3% | 30 Jun, 2026 |
| 16 | Roberto Walker | Evp, Principal Latin American | 40,433 | 0 | 40,433 | 2.3% | 05 Jul, 2023 |
| 17 | Blair Pickerell | Director | 39,827 | 0 | 39,827 | 2.2% | 30 Jun, 2026 |
| 18 | Scott Mills | Director | 36,140 | 0 | 36,140 | 2.0% | 26 Jun, 2026 |
| 19 | Sandra L Helton | Director | 35,747 | 0 | 35,747 | 2.0% | 21 Oct, 2022 |
| 20 | Renee V. Schaaf | President Ris | 32,278 | 0 | 32,278 | 1.8% | 17 Aug, 2022 |
| 21 | Diane C Nordin | Director | 31,337 | 0 | 31,337 | 1.8% | 30 Jun, 2026 |
| 22 | Luis E. Valdes | Executive Chairman, Latam | 27,668 | 0 | 27,668 | 1.6% | 22 Dec, 2023 |
| 23 | Jonathan Auerbach | Director | 22,952 | 0 | 22,952 | 1.3% | 30 Jun, 2026 |
| 24 | Timothy W. Brown | Evp, General Counsel And Sec | 22,279 | 0 | 22,279 | 1.3% | 09 Jun, 2026 |
| 25 | George Djurasovic | Interim General Counsel | 21,905 | 0 | 21,905 | 1.2% | 30 Apr, 2026 |
| 26 | Clare Stack Richer | Director | 21,412 | 0 | 21,412 | 1.2% | 30 Jun, 2026 |
| 27 | Mary E. Beams | Director | 16,961 | 0 | 16,961 | 1.0% | 30 Jun, 2026 |
| 28 | Alfredo Rivera | Director | 16,511 | 0 | 16,511 | 0.9% | 30 Jun, 2026 |
| 29 | Claudio Muruzabal | Director | 13,602 | 0 | 13,602 | 0.8% | 30 Jun, 2026 |
| 30 | H Elizabeth Mitchell | Director | 13,200 | 0 | 13,200 | 0.7% | 30 Jun, 2026 |
| 31 | Mark S. Lagomarcino | Svp, General Counsel Secty | 10,818 | 0 | 10,818 | 0.6% | 28 Jun, 2022 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 03 Sep, 2026 | Deanna D Strable-Soethout | Chair, President And Ceo | Acquired A | 18,380 | $63.98 | $1.18Mn | 192,247 | Direct |
| 03 Sep, 2026 | Deanna D Strable-Soethout | Chair, President And Ceo | Acquired A | 18,380 | $63.98 | $1.18Mn | 210,627 | Direct |
| 03 Sep, 2026 | Deanna D Strable-Soethout | Chair, President And Ceo | Acquired A | 18,380 | $63.98 | $1.18Mn | 229,007 | Direct |
| 03 Sep, 2026 | Deanna D Strable-Soethout | Chair, President And Ceo | Disposed D | 55,140 | $120.60 | $6.65Mn | 173,867 | Direct |
| 03 Sep, 2026 | Deanna D Strable-Soethout | Chair, President And Ceo | Disposed M | 18,380 | $63.98 | $1.18Mn | 0 | Direct |
| 03 Sep, 2026 | Deanna D Strable-Soethout | Chair, President And Ceo | Disposed M | 18,380 | $63.98 | $1.18Mn | 0 | Direct |
| 03 Sep, 2026 | Deanna D Strable-Soethout | Chair, President And Ceo | Disposed M | 18,380 | $63.98 | $1.18Mn | 0 | Direct |
| 07 Aug, 2026 | Amy Christine Friedrich | President Benefits Protect | Acquired A | 35,680 | $63.98 | $2.28Mn | 144,543 | Direct |
| 07 Aug, 2026 | Amy Christine Friedrich | President Benefits Protect | Disposed D | 35,680 | $113.80 | $4.06Mn | 108,863 | Direct |
| 07 Aug, 2026 | Amy Christine Friedrich | President Benefits Protect | Disposed M | 11,893 | $63.98 | $760.91K | 0 | Direct |
| 07 Aug, 2026 | Amy Christine Friedrich | President Benefits Protect | Disposed M | 11,893 | $63.98 | $760.91K | 0 | Direct |
| 07 Aug, 2026 | Amy Christine Friedrich | President Benefits Protect | Disposed M | 11,894 | $63.98 | $760.98K | 0 | Direct |
| 26 Jun, 2026 | Amy Christine Friedrich | President Benefits Protect | Acquired A | 599 | $0.00 | $0 | 108,863 | Direct |
| 26 Jun, 2026 | Clare Stack Richer | Director | Acquired A | 142 | $0.00 | $0 | 21,412 | Direct |
| 26 Jun, 2026 | Christopher J Littlefield | President Ris | Acquired A | 559 | $0.00 | $0 | 76,741 | Direct |
| 26 Jun, 2026 | Diane C Nordin | Director | Acquired A | 217 | $0.00 | $0 | 31,337 | Direct |
| 26 Jun, 2026 | Kamal Bhatia | President And Ceo Pam | Acquired A | 430 | $0.00 | $0 | 65,454 | Direct |
| 26 Jun, 2026 | Wee Yee Cheong | President Asia Middle East | Acquired A | 368 | $0.00 | $0 | 66,819 | Direct |
| 26 Jun, 2026 | Jonathan Auerbach | Director | Acquired A | 166 | $0.00 | $0 | 22,952 | Direct |
| 26 Jun, 2026 | Claudio Muruzabal | Director | Acquired A | 100 | $0.00 | $0 | 13,602 | Direct |