MarketPeel
Insider Trading Intelligence
Pricing
…
PH

Patrick Gregory Halter

PFG
PRESIDENT - PGAM · PRINCIPAL FINANCIAL GROUP INC · CIK 0001579709
FILING MIX · LIFETIME65%/35%
BUYS
39
SELLS
21
TOTAL VALUE
$56.58M
COMPANIES
2
ACTIVE SINCE
Feb 2020
HOLDINGS NOW
275,771
AVG SELL PX
$65.85
TRADE KIND
SHOWING 60 / 60
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
3 backtested trades · 8 horizons · 4 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Patrick Gregory Halter, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d3+66.67%+1.38%-1.29%+2.67%+2.61%—
14d3+100.00%+3.63%-2.09%+5.72%+5.88%—
30d3+66.67%+1.71%-0.15%+1.86%+1.76%—
60d3+33.33%-12.08%+0.56%-12.64%-2.92%—
90d3+33.33%+2.15%+4.48%-2.33%-5.89%—
180d3+66.67%-1.13%+10.55%-11.68%-7.36%—
1y3(1 pending)+0.00%-40.79%+21.36%-62.15%-62.15%—
2y3(3 pending)——————
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
PFG · 140,562 shares · as of Mar 28, 2024
062,675125,350188,025250,7002021202220232024SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 39 buys / 21 sellsCOVERAGE · 26 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
GPMT
GRANITE POINT MORTGAGE TRUST INC.
PURCHASE
40,846——135,209Jun 5, 2026Jun 9, 2026 ↗View →
GPMT
GRANITE POINT MORTGAGE TRUST INC.
SALE
40,846——0Jun 5, 2026Jun 9, 2026 ↗View →
GPMT
GRANITE POINT MORTGAGE TRUST INC.
PURCHASEGRANT
Stock grant
34,902——34,902Jun 4, 2026Jun 4, 2026 ↗View →
GPMT
GRANITE POINT MORTGAGE TRUST INC.
PURCHASE
17,000$2.83$48.1K94,363Aug 15, 2025Aug 19, 2025 ↗View →
GPMT
GRANITE POINT MORTGAGE TRUST INC.
SALE
14,362——0Jun 6, 2025Jun 9, 2025 ↗View →
GPMT
GRANITE POINT MORTGAGE TRUST INC.
PURCHASE
14,362——77,363Jun 6, 2025Jun 9, 2025 ↗View →
GPMT
GRANITE POINT MORTGAGE TRUST INC.
PURCHASEGRANT
Stock grant
40,846——40,846Jun 5, 2025Jun 9, 2025 ↗View →
GPMT
GRANITE POINT MORTGAGE TRUST INC.
PURCHASE
29,000$2.38$69.0K63,001May 15, 2025May 16, 2025 ↗View →
GPMT
GRANITE POINT MORTGAGE TRUST INC.
PURCHASE
34,001$2.80$95.2K34,001Feb 25, 2025Feb 26, 2025 ↗View →
GPMT
GRANITE POINT MORTGAGE TRUST INC.
PURCHASEGRANT
Stock grant
14,362——14,362Jan 15, 2025Jan 17, 2025 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
PURCHASEGRANT
Stock grant
244——140,562Mar 28, 2024Apr 1, 2024 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
PURCHASEGRANT
Stock grant
14,323——140,318Feb 26, 2024Feb 28, 2024 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
PURCHASEGRANT
Stock grant
9,690——125,995Feb 26, 2024Feb 28, 2024 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
PURCHASEGRANT
Stock grant
177——116,305Dec 20, 2023Dec 22, 2023 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
PURCHASEGRANT
Stock grant
185——116,128Sep 29, 2023Oct 3, 2023 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
PURCHASEGRANT
Stock grant
171——115,943Jun 30, 2023Jul 5, 2023 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
PURCHASEGRANT
Stock grant
254——116,124Mar 31, 2023Apr 4, 2023 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
SALE
President and CEO - PAM
55,650$75.14$4.18M115,867Mar 21, 2023Mar 23, 2023 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
PURCHASEGRANT
Stock grant
25,991$58.68$1.53M171,517Mar 21, 2023Mar 23, 2023 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
PURCHASEGRANT
Stock grant
29,659$51.73$1.53M145,526Mar 21, 2023Mar 23, 2023 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
SALE
President and CEO - PAM
29,659$51.73$1.53M0Mar 21, 2023Mar 23, 2023 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
SALE
President and CEO - PAM
25,991$58.68$1.53M0Mar 21, 2023Mar 23, 2023 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
SALE
President and CEO - PAM
1,159$51.73$60.0K29,659Mar 14, 2023Mar 16, 2023 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
PURCHASEGRANT
Stock grant
1,159$51.73$60.0K117,026Mar 14, 2023Mar 16, 2023 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
SALE
President and CEO - PAM
1,159$75.05$87.0K115,867Mar 14, 2023Mar 16, 2023 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
PURCHASEGRANT
Stock grant
8,753——106,586Feb 27, 2023Mar 1, 2023 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
PURCHASEGRANT
Stock grant
9,281——115,867Feb 27, 2023Mar 1, 2023 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
PURCHASEGRANT
Stock grant
86——97,833Dec 19, 2022Dec 21, 2022 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
PURCHASEGRANT
Stock grant
25,992$58.68$1.53M123,737Dec 8, 2022Dec 12, 2022 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
SALE
President and CEO - PAM
25,992$58.68$1.53M0Dec 8, 2022Dec 12, 2022 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
SALE
President and CEO - PAM
15,722$90.18$1.42M97,745Dec 8, 2022Dec 12, 2022 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
SALE
President and CEO - PAM
10,270$89.16$915.7K113,467Dec 8, 2022Dec 12, 2022 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
PURCHASEGRANT
Stock grant
99——97,745Sep 30, 2022Oct 4, 2022 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
PURCHASEGRANT
Stock grant
61,637$51.73$3.19M159,280Sep 19, 2022Sep 21, 2022 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
SALE
President - PGAM
30,818$51.73$1.59M0Sep 19, 2022Sep 21, 2022 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
SALE
President - PGAM
30,819$51.73$1.59M0Sep 19, 2022Sep 21, 2022 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
SALE
President - PGAM
23,946$76.79$1.84M135,334Sep 19, 2022Sep 21, 2022 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
SALE
President - PGAM
37,691$77.27$2.91M97,643Sep 19, 2022Sep 21, 2022 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
PURCHASEGRANT
Stock grant
103——97,643Jun 24, 2022Jun 28, 2022 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
PURCHASEGRANT
Stock grant
84,815$53.09$4.50M250,700Apr 8, 2022Apr 12, 2022 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
SALE
President - PGAM
84,815$53.09$4.50M0Apr 8, 2022Apr 12, 2022 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
PURCHASEGRANT
Stock grant
35,340$63.98$2.26M165,885Apr 8, 2022Apr 12, 2022 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
SALE
President - PGAM
147,560$73.70$10.88M103,140Apr 8, 2022Apr 12, 2022 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
SALE
President - PGAM
35,340$63.98$2.26M0Apr 8, 2022Apr 12, 2022 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
SALE
President - PGAM
33,005$62.78$2.07M0Apr 8, 2022Apr 12, 2022 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
PURCHASEGRANT
Stock grant
33,005$62.78$2.07M130,545Apr 8, 2022Apr 12, 2022 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
SALE
President - PGAM
5,600$74.12$415.1K97,540Apr 8, 2022Apr 12, 2022 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
PURCHASEGRANT
Stock grant
96——97,540Mar 25, 2022Mar 29, 2022 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
PURCHASEGRANT
Stock grant
7,651——98,497Feb 28, 2022Mar 2, 2022 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
PURCHASEGRANT
Stock grant
10,989——90,846Feb 28, 2022Mar 2, 2022 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
PURCHASEGRANT
Stock grant
77,975——77,975Mar 5, 2021Mar 9, 2021 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
SALE
Pres-Principal Global Asset Mg
2,888$56.58$163.4K79,857Mar 5, 2021Mar 9, 2021 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
PURCHASEGRANT
Stock grant
2,543——82,745Feb 23, 2021Feb 25, 2021 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
PURCHASEGRANT
Stock grant
78——80,202Dec 21, 2020Dec 23, 2020 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
PURCHASEGRANT
Stock grant
95——80,112Sep 25, 2020Sep 29, 2020 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
PURCHASEGRANT
Stock grant
92——80,002Jun 26, 2020Jun 30, 2020 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
PURCHASEGRANT
Stock grant
109——79,447Mar 27, 2020Mar 31, 2020 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
SALE
Chief Executive Officer, PGI
4,844$46.81$226.7K79,328Feb 27, 2020Mar 2, 2020 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
PURCHASEGRANT
Stock grant
6,166——84,172Feb 24, 2020Feb 26, 2020 ↗View →
PFG
PRINCIPAL FINANCIAL GROUP INC
PURCHASEGRANT
Stock grant
92,455——92,455Feb 24, 2020Feb 26, 2020 ↗View →
Other insiders · PFG
Loading peer insiders…
About this filer
CIK 0001579709
ROLE
President - PGAM
PRIMARY
PFG
COMPANIES
2
ACTIVE SINCE
Feb 2020
MARKETPEEL · /INSIDER/0001579709DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
FREE · DAILY · 6 AM ET

The morning brief, before the bell.

One short email. Insider buys, congressional trades, and plain-English analysis.

Feedback