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 2024-11-08. 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 final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Sandra L Helton has not made any transactions after 2022-10-19 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
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 | 86.00 | 3,074,242 |
| TDS | Telephone and Data Systems Inc | 2005-08-12 | 0 | 32.45 | 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
Ownership Network List of Sandra L Helton
Ownership Network Relation of Sandra L Helton
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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