Kathleen B Kay
CIK 1751660 · View on SEC EDGAR ↗
Insider
First SEC filing: April 2, 2026 · Latest: April 2, 2026
On this page
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 39 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 |
|---|---|---|---|---|---|---|---|---|---|
| July 31, 2026 | SBCF | A | 2,015 | $34.74 | $70,001 | 2,047 Direct | +6296.88% | Acquired | 0.5% (price as of 2026-08-21) |
| June 26, 2026 | PFG | A | 398 | — | — | 44,300 Direct | +0.91% | Acquired | (price as of 2026-08-21) |
| March 27, 2026 | PFG | A | 469 | — | — | 43,902 Direct | +1.08% | Acquired | (price as of 2026-08-21) |
| Feb. 27, 2026 | PFG | F | 1,870 | $95.42 | $178,435 | 43,433 Direct | -4.13% | Disposed | 17.5% (price as of 2026-08-21) |
| Feb. 23, 2026 | PFG | A | 4,721 | — | — | 45,303 Direct | +11.63% | Acquired | (price as of 2026-08-21) |
| Feb. 23, 2026 | PFG | A | 5,417 | — | — | 40,582 Direct | +15.40% | Acquired | (price as of 2026-08-21) |
| Dec. 19, 2025 | PFG | A | 384 | — | — | 35,165 Direct | +1.10% | Acquired | (price as of 2026-08-21) |
| Sept. 26, 2025 | PFG | A | 404 | — | — | 34,781 Direct | +1.18% | Acquired | (price as of 2026-08-21) |
| June 27, 2025 | PFG | A | 405 | — | — | 34,377 Direct | +1.19% | Acquired | (price as of 2026-08-21) |
| March 28, 2025 | PFG | A | 376 | — | — | 33,972 Direct | +1.12% | Acquired | (price as of 2026-08-21) |
| Feb. 28, 2025 | PFG | F | 2,285 | $89.04 | $203,456 | 33,596 Direct | -6.37% | Disposed | 26.0% (price as of 2026-08-21) |
| Feb. 24, 2025 | PFG | A | 6,737 | — | — | 35,881 Direct | +23.12% | Acquired | (price as of 2026-08-21) |
| Feb. 24, 2025 | PFG | A | 5,728 | — | — | 29,144 Direct | +24.46% | Acquired | (price as of 2026-08-21) |
| Dec. 18, 2024 | PFG | A | 305 | — | — | 23,416 Direct | +1.32% | Acquired | (price as of 2026-08-21) |
| Sept. 27, 2024 | PFG | A | 261 | — | — | 23,111 Direct | +1.14% | Acquired | (price as of 2026-08-21) |
| June 28, 2024 | PFG | A | 276 | — | — | 22,850 Direct | +1.22% | Acquired | (price as of 2026-08-21) |
| March 28, 2024 | PFG | A | 245 | — | — | 22,574 Direct | +1.10% | Acquired | (price as of 2026-08-21) |
| March 5, 2024 | PFG | F | 1,599 | $80.99 | $129,503 | 22,329 Direct | -6.68% | Disposed | 38.5% (price as of 2026-08-21) |
| Feb. 26, 2024 | PFG | A | 4,397 | — | — | 23,928 Direct | +22.51% | Acquired | (price as of 2026-08-21) |
| Feb. 26, 2024 | PFG | A | 4,704 | — | — | 19,531 Direct | +31.73% | Acquired | (price as of 2026-08-21) |
| Dec. 20, 2023 | PFG | A | 196 | — | — | 14,827 Direct | +1.34% | Acquired | (price as of 2026-08-21) |
| Sept. 29, 2023 | PFG | A | 207 | — | — | 14,631 Direct | +1.44% | Acquired | (price as of 2026-08-21) |
| June 30, 2023 | PFG | A | 189 | — | — | 14,424 Direct | +1.33% | Acquired | (price as of 2026-08-21) |
| March 31, 2023 | PFG | A | 246 | — | — | 14,235 Direct | +1.76% | Acquired | (price as of 2026-08-21) |
| Feb. 27, 2023 | PFG | A | 3,897 | — | — | 13,989 Direct | +38.61% | Acquired | (price as of 2026-08-21) |
| Dec. 19, 2022 | PFG | A | 186 | — | — | 10,092 Direct | +1.88% | Acquired | (price as of 2026-08-21) |
| Sept. 30, 2022 | PFG | A | 215 | — | — | 9,906 Direct | +2.22% | Acquired | (price as of 2026-08-21) |
| June 24, 2022 | PFG | A | 224 | — | — | 9,691 Direct | +2.37% | Acquired | (price as of 2026-08-21) |
| March 25, 2022 | PFG | A | 207 | — | — | 9,467 Direct | +2.24% | Acquired | (price as of 2026-08-21) |
| Feb. 28, 2022 | PFG | A | 4,773 | — | — | 9,260 Direct | +106.37% | Acquired | (price as of 2026-08-21) |
| Dec. 21, 2021 | PFG | A | 171 | — | — | 4,487 Direct | +3.96% | Acquired | (price as of 2026-08-21) |
| Sept. 24, 2021 | PFG | A | 182 | — | — | 4,316 Direct | +4.40% | Acquired | (price as of 2026-08-21) |
| June 25, 2021 | PFG | A | 175 | — | — | 4,134 Direct | +4.42% | Acquired | (price as of 2026-08-21) |
| March 26, 2021 | PFG | A | 140 | — | — | 3,959 Direct | +3.67% | Acquired | (price as of 2026-08-21) |
| March 5, 2021 | PFG | A | 3,221 | — | — | 3,819 Direct | +538.63% | Acquired | (price as of 2026-08-21) |
| March 5, 2021 | PFG | A | 24,125 | — | — | 24,125 Direct | — | Acquired | (price as of 2026-08-21) |
| Dec. 21, 2020 | PFG | A | 176 | — | — | 598 Direct | +41.71% | Acquired | (price as of 2026-08-21) |
| Sept. 25, 2020 | PFG | A | 214 | — | — | 422 Direct | +102.88% | Acquired | (price as of 2026-08-21) |
| June 26, 2020 | PFG | A | 208 | — | — | 208 Direct | — | Acquired | (price as of 2026-08-21) |
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.
Derivative holdings (Form 4 Table II)
Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| March 5, 2021 | PFG | Employee Stock Option (Right to Buy) | Common Stock (24,125) | $58.68 | March 5, 2031 | 24,125 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 1 holding
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| April 2, 2026 | SBCF | Common Stock | 32 | Direct |