Sandra L Helton - Net Worth and Insider Trading
Sandra L Helton Net Worth
The estimated net worth of Sandra L Helton is at least $3 Million dollars as of 2024-05-02. Sandra L Helton is the Director of Principal Financial Group Inc and owns about 35,747 shares of Principal Financial Group Inc (PFG) stock worth over $3 Million. Sandra L Helton is also the EVP and CFO of Telephone and Data Systems Inc and owns about 0 shares of Telephone and Data Systems Inc (TDS) stock worth over $0. Details can be seen in Sandra L Helton's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Sandra L Helton has not made any transactions after 2022-10-19 and currently still holds the listed stock(s).
Transaction Summary of Sandra L Helton
Sandra L Helton Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Sandra L Helton owns 5 companies in total, including Principal Financial Group Inc (PFG) , OptiNose Inc (OPTN) , and Covetrus Inc (CVET) among others .
Click here to see the complete history of Sandra L Helton’s form 4 insider trades.
Insider Ownership Summary of Sandra L Helton
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| PFG | Principal Financial Group Inc | 2022-10-19 | director |
| OPTN | OptiNose Inc | 2018-02-22 | director |
| CVET | Covetrus Inc | 2019-02-28 | director |
 | | 2016-11-29 | director |
| | 2005-08-12 | director & Executive Vice President |
Sandra L Helton Latest Holdings Summary
Sandra L Helton currently owns a total of 2 stocks. Among these stocks, Sandra L Helton owns 35,747 shares of Principal Financial Group Inc (PFG) as of October 19, 2022, with a value of $3 Million and a weighting of 100%. Sandra L Helton also owns 0 shares of Telephone and Data Systems Inc (TDS) as of August 12, 2005, with a value of $0 and a weighting of 0%.
Latest Holdings of Sandra L Helton
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| PFG | Principal Financial Group Inc | 2022-10-19 | 35,747 | 79.83 | 2,853,683 |
| TDS | Telephone and Data Systems Inc | 2005-08-12 | 0 | 15.85 | 0 |
Holding Weightings of Sandra L Helton
Sandra L Helton Form 4 Trading Tracker
According to the SEC Form 4 filings, Sandra L Helton has made a total of 4 transactions in Principal Financial Group Inc (PFG) over the past 5 years, including 0 buys and 4 sells. The most-recent trade in Principal Financial Group Inc is the sale of 1,000 shares on October 19, 2022, which brought Sandra L Helton around $80,020.
According to the SEC Form 4 filings, Sandra L Helton has made a total of 0 transactions in Telephone and Data Systems Inc (TDS) over the past 5 years. The most-recent trade in Telephone and Data Systems Inc is the sale of 32,610 shares on August 12, 2005, which brought Sandra L Helton around $1 Million.
Insider Trading History of Sandra L Helton
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Sandra L Helton Trading Performance
GuruFocus tracks the stock performance after each of Sandra L Helton's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Sandra L Helton is -6.61%. GuruFocus also compares Sandra L Helton's trading performance to market benchmark return within the same time period. The performance of stocks bought by Sandra L Helton within 3 months outperforms 4 times out of 7 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Sandra L Helton's insider trading performs compared to the benchmark.
Performance of Sandra L Helton
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 6.24 | | | | | |
| Relative Return to S&P 500(%) | 5 | | | | | |
Sandra L Helton Ownership Network
Sandra L Helton Owned Company Details
What does Principal Financial Group Inc do?
Who are the key executives at Principal Financial Group Inc?
Sandra L Helton is the director of Principal Financial Group Inc. Other key executives at Principal Financial Group Inc include Executive Chairman & Latam Luis E. Valdes , EVP & Principal Asia Wee Yee Cheong , and EVP & Principal Latin American Roberto Walker .
Principal Financial Group Inc (PFG) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Principal Financial Group Inc (PFG) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Principal Financial Group Inc (PFG) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Principal Financial Group Inc (PFG)'s detailed insider trading history can be found in Insider Trading Tracker table.
Principal Financial Group Inc Insider Transactions
Sandra L Helton Mailing Address
Above is the net worth, insider trading, and ownership report for Sandra L Helton. You might contact Sandra L Helton via mailing address: 711 High Street, Des Moines Ia 50392-0300.
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