As of July 26, 2026, the three largest insider holders of PFG are Daniel Joseph Houston (Executive Chairman, 271.61K shares), Deanna D Strable-Soethout (Chair, President And Ceo, 226.75K shares), Patrick Gregory Halter (President And Ceo Pam, 140.56K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Miller Jocelyn Carter | - | 88,487 | 0 | 31 Mar, 2026 |
| Sandra L Helton | - | 35,747 | 0 | 21 Oct, 2022 |
| Christopher J Littlefield | President Ris | 75,880 | 0 | 31 Mar, 2026 |
| Roger C Hochschild | - | 39,008 | 0 | 31 Mar, 2026 |
| Michael T Dan | - | 54,970 | 0 | 04 Apr, 2023 |
| Mary E. Beams | - | 14,677 | 0 | 31 Mar, 2026 |
| Deanna D Strable-Soethout | Chair, President And Ceo | 173,255 | 53,498 | 31 Mar, 2026 |
| H Elizabeth Mitchell | - | 10,945 | 0 | 31 Mar, 2026 |
| Blair Pickerell | - | 37,371 | 0 | 31 Mar, 2026 |
| Daniel Joseph Houston | Executive Chairman | 271,613 | 0 | 01 Jul, 2025 |
| Diane C Nordin | - | 28,945 | 0 | 27 Mar, 2026 |
| Clare Stack Richer | - | 19,095 | 0 | 31 Mar, 2026 |
| Luis E. Valdes | Executive Chairman, Latam | 27,668 | 0 | 22 Dec, 2023 |
| Scott Mills | - | 33,712 | 0 | 31 Mar, 2026 |
| Patrick Gregory Halter | President And Ceo Pam | 140,562 | 0 | 01 Apr, 2024 |
| Jonathan Auerbach | - | 20,611 | 0 | 31 Mar, 2026 |
| Alfredo Rivera | - | 14,219 | 0 | 31 Mar, 2026 |
| Amy Christine Friedrich | President Benefits Protect | 108,239 | 0 | 31 Mar, 2026 |
| Kamal Bhatia | President And Ceo Pam | 65,024 | 0 | 31 Mar, 2026 |
| Kathleen B Kay | Evp Chief Information Officer | 43,902 | 0 | 31 Mar, 2026 |
| Renee V. Schaaf | President Ris | 32,278 | 0 | 17 Aug, 2022 |
| Kenneth A. Mccullum | Evp Chief Risk Officer | 40,996 | 0 | 31 Mar, 2026 |
| Roberto Walker | Evp, Principal Latin American | 40,433 | 0 | 05 Jul, 2023 |
| Wee Yee Cheong | President Asia Middle East | 92,188 | 0 | 31 Mar, 2026 |
| Claudio Muruzabal | - | 11,327 | 0 | 31 Mar, 2026 |
| Mark S. Lagomarcino | Svp, General Counsel Secty | 10,818 | 0 | 28 Jun, 2022 |
| Natalie Lamarque | Evp, General Counsel, And Secr | 100,573 | 0 | 01 Jul, 2025 |
| George Djurasovic | Interim General Counsel | 19,335 | 0 | 31 Mar, 2026 |
| Vivek Agrawal | Evp Chief Growth Officer | 46,302 | 0 | 31 Mar, 2026 |
| Joel Pitz | Evp Cfo | 43,407 | 2,795 | 31 Mar, 2026 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 27 Mar, 2026 | Alfredo Rivera | Common Stock | A | 144 | $0.00 | 14,219 | D | A |
| 27 Mar, 2026 | George Djurasovic | Common Stock | A | 176 | $0.00 | 19,335 | D | A |
| 27 Mar, 2026 | Joel Pitz | Common Stock | A | 278 | $0.00 | 43,407 | D | A |
| 27 Mar, 2026 | Claudio Muruzabal | Common Stock | A | 124 | $0.00 | 11,327 | D | A |
| 27 Mar, 2026 | Clare Stack Richer | Common Stock | A | 174 | $0.00 | 19,095 | D | A |
| 27 Mar, 2026 | Jonathan Auerbach | Common Stock | A | 203 | $0.00 | 20,611 | D | A |
| 27 Mar, 2026 | Deanna D Strable-Soethout | Common Stock | A | 680 | $0.00 | 173,255 | D | A |
| 27 Mar, 2026 | Blair Pickerell | Common Stock | A | 340 | $0.00 | 37,371 | D | A |
| 27 Mar, 2026 | Blair Pickerell | Common Stock | A | 340 | $0.00 | 37,371 | D | A |
| 27 Mar, 2026 | Wee Yee Cheong | Common Stock | A | 667 | $0.00 | 92,188 | D | A |
| 27 Mar, 2026 | Clare Stack Richer | Common Stock | A | 174 | $0.00 | 19,095 | D | A |
| 27 Mar, 2026 | Deanna D Strable-Soethout | Common Stock | A | 680 | $0.00 | 173,255 | D | A |
| 27 Mar, 2026 | Deanna D Strable-Soethout | Common Stock | A | 680 | $0.00 | 173,255 | D | A |
| 27 Mar, 2026 | Clare Stack Richer | Common Stock | A | 174 | $0.00 | 19,095 | D | A |
| 27 Mar, 2026 | Joel Pitz | Common Stock | A | 278 | $0.00 | 43,407 | D | A |
| 27 Mar, 2026 | Alfredo Rivera | Common Stock | A | 144 | $0.00 | 14,219 | D | A |
| 27 Mar, 2026 | Blair Pickerell | Common Stock | A | 340 | $0.00 | 37,371 | D | A |
| 27 Mar, 2026 | Joel Pitz | Common Stock | A | 278 | $0.00 | 43,407 | D | A |
| 27 Mar, 2026 | Alfredo Rivera | Common Stock | A | 144 | $0.00 | 14,219 | D | A |
| 27 Mar, 2026 | Miller Jocelyn Carter | Common Stock | A | 805 | $0.00 | 88,487 | D | A |