Through the 90-day period concluding February 19, 2026, Principal Financial's top three insider stakeholders include Executive Chairman Daniel Joseph Houston (271.61K shares), President And Ceo Deanna D Strable-Soethout (191.06K shares), President And Ceo Pam Patrick Gregory Halter (140.56K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Daniel Joseph Houston | Executive Chairman | 271,613 | 01 Jul, 2025 |
| Deanna D Strable-Soethout | President And Ceo | 191,055 | 02 Feb, 2026 |
| Patrick Gregory Halter | President And Ceo Pam | 140,562 | 01 Apr, 2024 |
| Natalie Lamarque | Evp And General Counsel And And Secr | 100,573 | 01 Jul, 2025 |
| Amy Christine Friedrich | President Benefits & Protect | 91,749 | 23 Dec, 2025 |
| Miller Jocelyn Carter | 87,682 | 23 Dec, 2025 | |
| Wee Yee Cheong | Evp And Principal Asia | 82,006 | 23 Dec, 2025 |
| Kamal Bhatia | President And Ceo Pam | 61,771 | 23 Dec, 2025 |
| Christopher J Littlefield | President Ris | 61,588 | 23 Dec, 2025 |
| Michael T Dan | 54,970 | 04 Apr, 2023 | |
| Elizabeth E Tallett | 44,432 | 21 May, 2021 | |
| Kenneth A. Mccullum | Evp Chief Risk Officer | 40,659 | 23 Dec, 2025 |
| Roberto Walker | Evp And Principal Latin American | 40,433 | 05 Jul, 2023 |
| Roger C Hochschild | 38,653 | 23 Dec, 2025 | |
| Blair Pickerell | 37,031 | 23 Dec, 2025 | |
| Joel Pitz | Cfo | 35,886 | 23 Dec, 2025 |
| Sandra L Helton | 35,747 | 21 Oct, 2022 | |
| Kathleen B Kay | Evp Chief Information Officer | 35,165 | 23 Dec, 2025 |
| Scott Mills | 33,405 | 23 Dec, 2025 | |
| Vivek Agrawal | Evp & Chief Growth Officer | 33,238 | 23 Dec, 2025 |
| Renee V. Schaaf | President Ris | 32,278 | 17 Aug, 2022 |
| Diane C Nordin | 28,681 | 23 Dec, 2025 | |
| Luis E. Valdes | Executive Chairman And Latam | 27,668 | 22 Dec, 2023 |
| Jonathan Auerbach | 20,408 | 23 Dec, 2025 | |
| Clare Stack Richer | 18,922 | 23 Dec, 2025 | |
| George Djurasovic | Interim General Counsel | 16,943 | 23 Dec, 2025 |
| Mary E. Beams | 14,543 | 23 Dec, 2025 | |
| Alfredo Rivera | 14,075 | 23 Dec, 2025 | |
| Claudio Muruzabal | 11,198 | 23 Dec, 2025 | |
| H Elizabeth Mitchell | 10,845 | 23 Dec, 2025 | |
| Mark S. Lagomarcino | Svp And General Counsel & Secty | 10,818 | 28 Jun, 2022 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 30 Jan, 2026 | Deanna D Strable-Soethout | Common Stock | D | 7,340 | $95.00 | 136,828 | D | S |
| 29 Jan, 2026 | Deanna D Strable-Soethout | Common Stock | D | 9,300 | $95.12 | 144,168 | D | S |
| 22 Jan, 2026 | Deanna D Strable-Soethout | Common Stock | D | 8,025 | $92.56 | 54,227 | I | S |
| 08 Jan, 2026 | Deanna D Strable-Soethout | Common Stock | D | 300 | $92.50 | 62,252 | I | S |
| 31 Dec, 2025 | Deanna D Strable-Soethout | Common Stock | A | 38,237 | $37.38 | 191,705 | D | A |
| 31 Dec, 2025 | Deanna D Strable-Soethout | Common Stock | D | 38,237 | $88.55 | 153,468 | D | D |
| 24 Dec, 2025 | Deanna D Strable-Soethout | Common Stock | A | 20,715 | $37.38 | 174,183 | D | A |
| 24 Dec, 2025 | Deanna D Strable-Soethout | Common Stock | D | 20,715 | $90.05 | 153,468 | D | D |
| 23 Dec, 2025 | Deanna D Strable-Soethout | Common Stock | D | 200 | $90.00 | 153,468 | D | D |
| 23 Dec, 2025 | Deanna D Strable-Soethout | Common Stock | A | 200 | $37.38 | 153,668 | D | A |
| 19 Dec, 2025 | Miller Jocelyn Carter | Common Stock | A | 770 | $0.00 | 87,682 | D | A |
| 19 Dec, 2025 | Christopher J Littlefield | Common Stock | A | 520 | $0.00 | 61,588 | D | A |
| 19 Dec, 2025 | Roger C Hochschild | Common Stock | A | 340 | $0.00 | 38,653 | D | A |
| 19 Dec, 2025 | Mary E. Beams | - | - | 14,543 | D | |||
| 19 Dec, 2025 | Mary E. Beams | Common Stock | A | 128 | $0.00 | 14,543 | D | A |
| 19 Dec, 2025 | Deanna D Strable-Soethout | Common Stock | A | 518 | $0.00 | 153,468 | D | A |
| 19 Dec, 2025 | Deanna D Strable-Soethout | Common Stock | A | 500 | $37.38 | 153,450 | D | A |
| 19 Dec, 2025 | Deanna D Strable-Soethout | Common Stock | A | 77 | $0.00 | 62,552 | I | A |
| 19 Dec, 2025 | Deanna D Strable-Soethout | Common Stock | D | 500 | $90.00 | 152,950 | D | D |
| 19 Dec, 2025 | H Elizabeth Mitchell | Common Stock | A | 95 | $0.00 | 10,845 | D | A |