Luis E. Valdes - Net Worth and Insider Trading
Luis E. Valdes Net Worth
The estimated net worth of Luis E. Valdes is at least $5 Million dollars as of 2024-05-14. Luis E. Valdes is the Pres - Int'l Asset Mgmt&Accum of Principal Financial Group Inc and owns about 58,223 shares of Principal Financial Group Inc (PFG) stock worth over $5 Million. Details can be seen in Luis E. Valdes's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Luis E. Valdes has not made any transactions after 2019-07-18 and currently still holds the listed stock(s).
Transaction Summary of Luis E. Valdes
Luis E. Valdes Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Luis E. Valdes owns 1 companies in total, including Principal Financial Group Inc (PFG) .
Click here to see the complete history of Luis E. Valdes’s form 4 insider trades.
Insider Ownership Summary of Luis E. Valdes
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| PFG | Principal Financial Group Inc | 2023-05-16 | Executive Chairman & Latam |
Luis E. Valdes Latest Holdings Summary
Luis E. Valdes currently owns a total of 1 stock. Luis E. Valdes owns 58,223 shares of Principal Financial Group Inc (PFG) as of July 18, 2019, with a value of $5 Million.
Latest Holdings of Luis E. Valdes
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| PFG | Principal Financial Group Inc | 2019-07-18 | 58,223 | 84.19 | 4,901,794 |
Holding Weightings of Luis E. Valdes
Luis E. Valdes Form 4 Trading Tracker
According to the SEC Form 4 filings, Luis E. Valdes has made a total of 2 transactions in Principal Financial Group Inc (PFG) over the past 5 years, including 0 buys and 2 sells. The most-recent trade in Principal Financial Group Inc is the sale of 11,829 shares on July 18, 2019, which brought Luis E. Valdes around $704,299.
Insider Trading History of Luis E. Valdes
- 1
Luis E. Valdes Trading Performance
GuruFocus tracks the stock performance after each of Luis E. Valdes's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Luis E. Valdes is 2.71%. GuruFocus also compares Luis E. Valdes's trading performance to market benchmark return within the same time period. The performance of stocks bought by Luis E. Valdes within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Luis E. Valdes's insider trading performs compared to the benchmark.
Performance of Luis E. Valdes
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -4.77 | | | | | |
| Relative Return to S&P 500(%) | -6.52 | | | | | |
Luis E. Valdes Ownership Network
Luis E. Valdes Owned Company Details
What does Principal Financial Group Inc do?
Who are the key executives at Principal Financial Group Inc?
Luis E. Valdes is the Executive Chairman & Latam of Principal Financial Group Inc. Other key executives at Principal Financial Group Inc include EVP & Principal Asia Wee Yee Cheong , EVP & Principal Latin American Roberto Walker , and President - RIS Renee V. Schaaf .
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
Luis E. Valdes Mailing Address
Above is the net worth, insider trading, and ownership report for Luis E. Valdes. You might contact Luis E. Valdes via mailing address: 711 High Street, Des Moines Ia 50392-0300.
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