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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 01-Apr-24 8:11 PM View:  | Principal Financial Group I... (PFG) | 28-Mar-24 | Grant | 78 | -- | -- | < 1% 8.24K to 8.32K | |
| 22-Dec-23 5:56 PM View: | Principal Financial Group I... (PFG) | 20-Dec-23 | Grant | 83 | -- | -- | 1% 8.16K to 8.24K | |
| 03-Oct-23 4:49 PM View: | Principal Financial Group I... (PFG) | 29-Sep-23 | Grant | 87 | -- | -- | 1% 8.07K to 8.16K | |
| 05-Jul-23 10:00 PM View: | Principal Financial Group I... (PFG) | 30-Jun-23 | Grant | 80 | -- | -- | 1% 7.99K to 8.07K | |
| 18-May-23 4:49 PM View: | Principal Financial Group I... (PFG) | 16-May-23 | Grant | 2,750 | -- | -- | 52% 5.24K to 7.99K | |
| 04-Apr-23 5:17 PM View: | Principal Financial Group I... (PFG) | 31-Mar-23 | Grant | 58 | -- | -- | 1% 5.18K to 5.24K | |
| 21-Dec-22 5:22 PM View: | Principal Financial Group I... (PFG) | 19-Dec-22 | Grant | 51 | -- | -- | < 1% 5.13K to 5.18K | |
| 09-Nov-22 2:53 PM View: | Coca-Cola Co. (KO) | 07-Nov-22 | Gift | 62,000 | -- | -- | 100% 62.25K to 124.25K | |
| 09-Nov-22 2:53 PM View: | Coca-Cola Co. (KO) | 07-Nov-22 | Gift | 62,000 | -- | -- | (50%) 124.25K to 62.25K | |
| 04-Oct-22 5:58 PM View: | Principal Financial Group I... (PFG) | 30-Sep-22 | Grant | 59 | -- | -- | 1% 5.08K to 5.13K | |
| 28-Jun-22 2:27 PM View: | Principal Financial Group I... (PFG) | 24-Jun-22 | Grant | 61 | -- | -- | 1% 5.01K to 5.08K | |
| 19-May-22 2:38 PM View: | Principal Financial Group I... (PFG) | 17-May-22 | Grant | 2,336 | -- | -- | 87% 2.68K to 5.01K | |
| 29-Mar-22 4:55 PM View: | Principal Financial Group I... (PFG) | 25-Mar-22 | Grant | 36 | -- | -- | 1% 2.64K to 2.68K | |
| 28-Feb-22 4:39 PM View: | Coca-Cola Co. (KO) | 25-Feb-22 | Market Sale | 17,709 | $62.60 | $1,108,510.00 | (22%) 79.82K to 62.11K | 3% |
| 22-Feb-22 3:37 PM View: | Coca-Cola Co. (KO) | 17-Feb-22 | Grant | 27,821 | -- | -- | 45% 62.11K to 89.93K | |
| 22-Feb-22 3:37 PM View: | Coca-Cola Co. (KO) | 17-Feb-22 | Payment of Exercise | 10,112 | $60.90 | $615,821.00 | (11%) 89.93K to 79.82K | |
| 23-Dec-21 12:52 PM View: | Principal Financial Group I... (PFG) | 21-Dec-21 | Grant | 38 | -- | -- | 1% 2.6K to 2.64K | |
| 18-Nov-21 3:03 PM View: | Coca-Cola Co. (KO) | 16-Nov-21 | Option Exercise | 7,964 | $34.35 | $273,583.00 | 6% 131.99K to 139.95K | |
| 18-Nov-21 3:03 PM View: | Coca-Cola Co. (KO) | 16-Nov-21 | Market Option Sale | 7,964 | $56.36 | $448,851.00 | (6%) 139.95K to 131.99K | |
| 28-Sep-21 5:03 PM View: | Principal Financial Group I... (PFG) | 24-Sep-21 | Grant | 40 | -- | -- | 2% 2.56K to 2.6K | |
| 29-Jun-21 2:55 PM View: | Principal Financial Group I... (PFG) | 25-Jun-21 | Grant | 38 | -- | -- | 2% 2.53K to 2.56K | |
| 20-May-21 11:52 AM View: | Principal Financial Group I... (PFG) | 18-May-21 | Grant | 2,512 | -- | -- | 17943% 14 to 2.53K | |
| 30-Mar-21 4:52 PM View: | Principal Financial Group I... (PFG) | 26-Mar-21 | Grant | 14 | -- | -- | 100% 0 to 14 | |
| 11-Mar-21 3:27 PM View: | Coca-Cola Co. (KO) | 09-Mar-21 | Market Sale | 20,000 | $51.15 | $1,022,990.00 | (24%) 82.0K to 62.0K | (< 1%) |
| 23-Feb-21 3:22 PM View: | Coca-Cola Co. (KO) | 20-Feb-21 | Payment of Exercise | 23,722 | $50.11 | $1,188,710.00 | (22%) 105.72K to 82.0K | (1%) |
| 22-Feb-21 3:39 PM View: | Coca-Cola Co. (KO) | 18-Feb-21 | Grant | 14,854 | -- | -- | 15% 97.5K to 112.35K | |
| 22-Feb-21 3:39 PM View: | Coca-Cola Co. (KO) | 18-Feb-21 | Payment of Exercise | 6,627 | $50.13 | $332,212.00 | (6%) 112.35K to 105.72K | |
| 25-Feb-20 5:06 PM View: | Coca-Cola Co. (KO) | 21-Feb-20 | Payment of Exercise | 8,523 | $59.78 | $509,505.00 | (8%) 106.02K to 97.5K | 15% |
| 24-Feb-20 4:55 PM View: | Coca-Cola Co. (KO) | 20-Feb-20 | Grant | 52,668 | -- | -- | 99% 53.35K to 106.02K | |
| 25-Feb-19 4:41 PM View: | Coca-Cola Co. (KO) | 21-Feb-19 | Grant | 19,115 | -- | -- | 56% 34.23K to 53.35K | |
| 20-Feb-19 5:06 PM View: | Coca-Cola Co. (KO) | 15-Feb-19 | Payment of Exercise | 8,794 | $45.73 | $402,128.00 | (20%) 43.03K to 34.23K | (10%) |
| 07-Nov-18 3:39 PM View: | Coca-Cola Co. (KO) | 05-Nov-18 | Option Exercise | 25,000 | $34.35 | $858,812.00 | 58% 43.03K to 68.03K | |
| 07-Nov-18 3:39 PM View: | Coca-Cola Co. (KO) | 05-Nov-18 | Market Option Sale | 25,000 | $48.00 | $1,200,000.00 | (37%) 68.03K to 43.03K | (4%) |
| 20-Feb-18 3:57 PM View: | Coca-Cola Co. (KO) | 16-Feb-18 | Payment of Exercise | 8,848 | $45.18 | $399,753.00 | (17%) 51.88K to 43.03K | (8%) |
| 20-Feb-18 3:57 PM View: | Coca-Cola Co. (KO) | 15-Feb-18 | Grant | 19,729 | -- | -- | 61% 32.15K to 51.88K | |
| 17-Aug-17 4:42 PM View: | Coca-Cola Co. (KO) | 16-Aug-17 | Option Exercise | 28,232 | $32.00 | $903,353.00 | 88% 32.15K to 60.38K | |
| 17-Aug-17 4:42 PM View: | Coca-Cola Co. (KO) | 16-Aug-17 | Market Option Sale | 28,232 | $46.13 | $1,302,340.00 | (47%) 60.38K to 32.15K | (4%) |
| 21-Feb-17 2:25 PM View: | Coca-Cola Co. (KO) | 16-Feb-17 | Grant | 19,744 | -- | -- | 159% 12.4K to 32.15K |