Kamal Bhatia

CIK 1736344 · View on SEC EDGAR ↗

Insider

First SEC filing: Feb. 20, 2024 · Latest: Feb. 20, 2024

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 22 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

No open-market trades on record; showing all filings.

Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
June 26, 2026 PFG A 430 65,454 Direct +0.66% Acquired (price as of 2026-08-20)
March 27, 2026 PFG A 509 65,024 Direct +0.79% Acquired (price as of 2026-08-20)
March 2, 2026 PFG D 600 $96.95 $58,170 64,515 Direct -0.92% Disposed 14.2% (price as of 2026-08-20)
March 2, 2026 PFG D 2,299 $95.99 $220,681 65,115 Direct -3.41% Disposed 15.4% (price as of 2026-08-20)
Feb. 27, 2026 PFG F 3,781 $95.42 $360,783 67,414 Direct -5.31% Disposed 16.1% (price as of 2026-08-20)
Feb. 25, 2026 PFG D 5,570 $94.55 $526,644 71,195 Direct -7.26% Disposed 17.1% (price as of 2026-08-20)
Feb. 23, 2026 PFG A 6,962 76,765 Direct +9.97% Acquired (price as of 2026-08-20)
Feb. 23, 2026 PFG A 8,032 69,803 Direct +13.00% Acquired (price as of 2026-08-20)
Dec. 19, 2025 PFG A 469 61,771 Direct +0.77% Acquired (price as of 2026-08-20)
Dec. 10, 2025 PFG D 2,921 $90.03 $262,978 61,302 Direct -4.55% Disposed 23.0% (price as of 2026-08-20)
Sept. 26, 2025 PFG A 521 64,223 Direct +0.82% Acquired (price as of 2026-08-20)
June 27, 2025 PFG A 523 63,702 Direct +0.83% Acquired (price as of 2026-08-20)
March 28, 2025 PFG A 485 63,179 Direct +0.77% Acquired (price as of 2026-08-20)
Feb. 28, 2025 PFG F 4,735 $89.04 $421,604 62,694 Direct -7.02% Disposed 24.4% (price as of 2026-08-20)
Feb. 24, 2025 PFG A 8,748 57,526 Direct +17.93% Acquired (price as of 2026-08-20)
Feb. 24, 2025 PFG A 10,173 67,699 Direct +17.68% Acquired (price as of 2026-08-20)
Dec. 18, 2024 PFG A 384 48,778 Direct +0.79% Acquired (price as of 2026-08-20)
Sept. 27, 2024 PFG A 328 48,394 Direct +0.68% Acquired (price as of 2026-08-20)
June 28, 2024 PFG A 347 48,066 Direct +0.73% Acquired (price as of 2026-08-20)
March 28, 2024 PFG A 308 47,719 Direct +0.65% Acquired (price as of 2026-08-20)
Feb. 26, 2024 PFG A 7,505 47,411 Direct +18.81% Acquired (price as of 2026-08-20)
Feb. 26, 2024 PFG A 9,294 39,906 Direct +30.36% Acquired (price as of 2026-08-20)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Initial ownership (Form 3) 2 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
Feb. 20, 2024 PFG Common Stock 30,612 Direct
Feb. 20, 2024 PFG Employee Stock Option (Right to Buy)→ Common Stock (10,530) 10,530 Direct

Compensation (DEF 14A)

Matched by name from proxy statements (DEF 14A) — verify against the filing.

PFG

President and CEO, Principal Asset Management
Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2025 $0 $2,590,039 $0 $4,481,020 $0 $29,492
2024 $0 $2,534,017 $0 $2,160,712 $0 $30,085

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.