Terrance Lillis
CIK 1443238 · View on SEC EDGAR ↗
Insider
First SEC filing: May 15, 2026 · Latest: May 15, 2026
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Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 88 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
88 other filings hidden
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Oct. 27, 2023 | CFG | P | 1,000 | $22.86 | $22,860 | 4,000 Indirect | +33.33% | Acquired | 208.0% (price as of 2026-08-21) |
| May 17, 2023 | CFG | P | 1,000 | $26.39 | $26,390 | 3,000 Indirect | +50.00% | Acquired | 166.8% (price as of 2026-08-21) |
| April 26, 2022 | CFG | P | 1,000 | $41.31 | $41,310 | 2,000 Indirect | +100.00% | Acquired | 70.4% (price as of 2026-08-21) |
| March 10, 2020 | CFG | P | 1,000 | $24.46 | $24,460 | 5,652 Direct | +21.50% | Acquired | 187.8% (price as of 2026-08-21) |
| Feb. 14, 2017 | PFG | S 10b5-1 | 7,380 | $62.50 | $461,250 | 89,923 Direct | -7.58% | Disposed | 79.4% (price as of 2026-08-21) |
| Dec. 8, 2016 | PFG | S 10b5-1 | 10,000 | $60.82 | $608,200 | 89,761 Direct | -10.02% | Disposed | 84.4% (price as of 2026-08-21) |
| Dec. 8, 2016 | PFG | S 10b5-1 | 13,505 | $61.00 | $823,805 | 99,761 Direct | -11.92% | Disposed | 83.9% (price as of 2026-08-21) |
| Dec. 8, 2016 | PFG | S 10b5-1 | 25,655 | $60.83 | $1,560,594 | 99,761 Direct | -20.46% | Disposed | 84.4% (price as of 2026-08-21) |
| July 31, 2015 | PFG | S 10b5-1 | 3,235 | $55.75 | $180,351 | 81,854 Direct | -3.80% | Disposed | 101.2% (price as of 2026-08-21) |
| July 24, 2015 | PFG | S 10b5-1 | 49,638 | $53.50 | $2,655,633 | 81,854 Direct | -37.75% | Disposed | 109.6% (price as of 2026-08-21) |
| July 21, 2015 | PFG | S 10b5-1 | 2,212 | $53.50 | $118,342 | 81,854 Direct | -2.63% | Disposed | 109.6% (price as of 2026-08-21) |
| Sept. 2, 2014 | PFG | S 10b5-1 | 33,765 | $54.34 | $1,834,790 | 63,278 Direct | -34.79% | Disposed | 106.4% (price as of 2026-08-21) |
Showing latest 100 of 156 transactions
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 31, 2017 | PFG | Phantom Stock Units | Common Stock (1) | — | — | 1 | Acquired |
| Feb. 27, 2017 | PFG | Employee Stock Option (Right to Buy) | Common Stock (50,970) | $62.78 | Feb. 27, 2027 | 50,970 | Acquired |
| Feb. 14, 2017 | PFG | Employee Stock Option (Right to Buy) | Common Stock (7,380) | $60.10 | Feb. 27, 2018 | 7,380 | Disposed |
| Dec. 27, 2016 | PFG | Phantom Stock Units | Common Stock (1) | — | — | 1 | Acquired |
| Dec. 8, 2016 | PFG | Employee Stock Option (Right to Buy) | Common Stock (13,505) | $56.52 | May 19, 2018 | 13,505 | Disposed |
| Dec. 8, 2016 | PFG | Employee Stock Option (Right to Buy) | Common Stock (25,655) | $34.26 | Feb. 28, 2021 | 25,655 | Disposed |
| Sept. 30, 2016 | PFG | Phantom Stock Units | Commom Stock (1) | — | — | 1 | Acquired |
| June 24, 2016 | PFG | Phantom Stock Units | Commom Stock (2) | — | — | 2 | Acquired |
| March 25, 2016 | PFG | Phantom Stock Units | Commom Stock (2) | — | — | 2 | Acquired |
| Feb. 22, 2016 | PFG | Employee Stock Option (Right to Buy) | Commom Stock (95,540) | $37.38 | Feb. 22, 2026 | 95,540 | Acquired |
| Dec. 28, 2015 | PFG | Phantom Stock Units | Commom Stock (1) | — | — | 1 | Acquired |
| Sept. 25, 2015 | PFG | Phantom Stock Units | Common Stock (1) | — | — | 1 | Acquired |
| July 31, 2015 | PFG | Employee Stock Options (Right to Buy) | Common Stock (3,235) | $49.25 | Feb. 27, 2016 | 3,235 | Disposed |
| July 24, 2015 | PFG | Employee Stock Options (Right to Buy) | Common Stock (49,638) | $27.46 | Feb. 27, 2022 | 49,638 | Disposed |
| July 21, 2015 | PFG | Employee Stock Options (Right to Buy) | Common Stock (2,212) | $27.46 | Feb. 27, 2022 | 2,212 | Disposed |
| June 26, 2015 | PFG | Phantom Stock Units | Common Stock (1) | — | — | 1 | Acquired |
| March 27, 2015 | PFG | Phantom Stock Units | Common Stock (1) | — | — | 1 | Acquired |
| Feb. 23, 2015 | PFG | Employee Stock Option (Right to Buy) | Common Stock (40,455) | $51.33 | Feb. 23, 2025 | 40,455 | Acquired |
| Dec. 26, 2014 | PFG | Phantom Stock Units | Common Stock (1) | — | — | 1 | Acquired |
| Sept. 26, 2014 | PFG | Phantom Stock Units | Common Stock (1) | — | — | 1 | Acquired |
| Sept. 2, 2014 | PFG | Employee Stock Option (Right to Buy) | Common Stock (33,765) | $22.21 | Feb. 23, 2020 | 33,765 | Disposed |
| June 27, 2014 | PFG | Phantom Stock Units | Common Stock (1) | — | — | 1 | Acquired |
| March 28, 2014 | PFG | Phantom Stock Units | Common Stock (1) | — | — | 1 | Acquired |
| Feb. 24, 2014 | PFG | Employee Stock Option (Right to Buy) | Common Stock (42,085) | $44.88 | Feb. 24, 2024 | 42,085 | Acquired |
| Dec. 27, 2013 | PFG | Phantom Stock Units | Common Stock (1) | — | — | 1 | Acquired |
| Oct. 17, 2013 | PFG | Employee Stock Option (Right to Buy) | Common Stock (7,520) | $39.02 | Feb. 28, 2015 | 7,520 | Disposed |
| Sept. 27, 2013 | PFG | Phantom Stock Units | Common Stock (1) | — | — | 1 | Acquired |
| July 26, 2013 | PFG | Employee Stock Option (Right to Buy) | Common Stock (6,605) | $36.30 | Feb. 24, 2014 | 6,605 | Disposed |
| June 28, 2013 | PFG | Phantom Stock Units | Common Stock (1) | — | — | 1 | Acquired |
| March 29, 2013 | PFG | Phantom Stock Units | Common Stock (1) | — | — | 1 | Acquired |
| Feb. 25, 2013 | PFG | Employee Stock Option (Right to Buy) | Common Stock (62,760) | $30.70 | Feb. 25, 2023 | 62,760 | Acquired |
| Dec. 28, 2012 | PFG | Phantom Stock Units | Common Stock (1) | — | — | 1 | Acquired |
| Sept. 28, 2012 | PFG | Phantom Stock Units | Common Stock (1) | — | — | 1 | Acquired |
| Sept. 14, 2012 | PFG | Employee Stock Options (Right to Buy) | Common Stock (7,205) | $27.57 | Feb. 25, 2013 | 7,205 | Disposed |
| Sept. 14, 2012 | PFG | Employee Stock Options (Right to Buy) | Common Stock (37,690) | $11.07 | Feb. 24, 2019 | 37,690 | Disposed |
| June 29, 2012 | PFG | Phantom Stock Units | Common Stock (1) | — | — | 1 | Acquired |
| March 30, 2012 | PFG | Phantom Stock Units | Common Stock (1) | — | — | 1 | Acquired |
| Feb. 27, 2012 | PFG | Employee Stock Option (Right to Buy) | Common Stock (51,850) | $27.46 | Feb. 27, 2022 | 51,850 | Acquired |
| Dec. 2, 2011 | PFG | Phantom Stock Units | Common Stock (4) | — | — | 4 | Acquired |
| Feb. 28, 2011 | PFG | Employee Stock Option (Right to Buy) | Common Stock (25,655) | $34.26 | Feb. 28, 2021 | 25,655 | Acquired |
| Dec. 3, 2010 | PFG | Phantom Stock Units | Common Stock (2) | — | — | 2 | Acquired |
| Feb. 23, 2010 | PFG | Employee Stock Option (Right to Buy) | Common Stock (33,765) | $22.21 | Feb. 23, 2020 | 33,765 | Acquired |
| Dec. 4, 2009 | PFG | Phantom Stock Units | Common Stock (3) | — | — | 3 | Acquired |
| Dec. 4, 2009 | PFG | Performance Units | Common Stock (11) | — | — | 11 | Acquired |
| Feb. 24, 2009 | PFG | Employee Stock Option (Right to Buy) | Common Stock (37,690) | $11.07 | Feb. 24, 2019 | 37,690 | Acquired |
| Dec. 5, 2008 | PFG | Phantom Stock Units | Common Stock (3) | — | — | 3 | Acquired |
| Dec. 5, 2008 | PFG | Performance Units | Common Stock (60) | — | — | 60 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 12 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Aug. 18, 2008 | PFG | Common Stock | 5,848 | Direct |
| Aug. 18, 2008 | PFG | Common Stock | 35 | Indirect |
| Aug. 18, 2008 | PFG | Common Stock | 303 | Indirect |
| Aug. 18, 2008 | PFG | Phantom Stock Units→ Common Stock (130) | 130 | Direct |
| Aug. 18, 2008 | PFG | Employee Stock Option (Right to Buy)→ Common Stock (7,205) | 7,205 | Direct |
| Aug. 18, 2008 | PFG | Employee Stock Option (Right to Buy)→ Common Stock (6,605) | 6,605 | Direct |
| Aug. 18, 2008 | PFG | Employee Stock Option (Right to Buy)→ Common Stock (7,520) | 7,520 | Direct |
| Aug. 18, 2008 | PFG | Employee Stock Option (Right to Buy)→ Common Stock (3,235) | 3,235 | Direct |
| Aug. 18, 2008 | PFG | Employee Stock Option (Right to Buy)→ Common Stock (5,525) | 5,525 | Direct |
| Aug. 18, 2008 | PFG | Employee Stock Option (Right to Buy)→ Common Stock (7,380) | 7,380 | Direct |
| Aug. 18, 2008 | PFG | Employee Stock Option (Right to Buy)→ Common Stock (13,505) | 13,505 | Direct |
| Aug. 18, 2008 | PFG | Performance Units→ Common Stock (2,555) | 2,555 | Direct |