Principal Life Insurance Co
- SEC CIK
- 0000009712
No open-market purchases or sales filed in the past year.
Current role at each company
- KYN Kayne Anderson Energy Infrastructure Fund, Inc.10% Owneras of Feb 10, 2025
- Carlyle Tactical Private Credit FundOther: Below 10% owneras of Feb 10, 2025
- PDSKX Principal Real Asset Fund10% Owneras of Aug 9, 2024
- KMF Kayne Anderson NextGen Energy & Infrastructure, Inc.10% Owneras of Nov 15, 2023
Open-market trades in the past year
Open-market purchases (P) and sales (S) filed in the last 365 days, not counting derivative securities or duplicate filings. Values leave out price outliers.
- Bought
- –
- 0 filings
- Sold
- –
- 0 filings
- Net
- –
- Bought minus sold
- Companies
- 0
- With open-market trades
Trades
Every Form 4 that lists Principal Life Insurance Co as a reporting owner, including filings made jointly with others, grouped by company. Each row adds up one type of transaction in one filing. Only open-market purchases (P) and sales (S) are shown by default.
Carlyle Tactical Private Credit Fund
Other: Below 10% owner2 trades
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Sep 18, 2024 (view filing) | Sep 16 | 2 days | Principal Life Insurance Co10% Owner | PPurchaseMandatory Redeemable Preferred Shares, Series H | +400.0K | $25.00 | +$10.0M | New position400.0K after | |
| Nov 13, 2023 (view filing) | Oct 2 | 42 daysLate | Principal Life Insurance Co10% Owner | PPurchaseMandatory Redeemable Preferred Shares, Series D | +720.0K | $25.00 | +$18.0M | New position720.0K after |
PDSKX Principal Real Asset Fund
10% Owner1 trade
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Feb 29, 2024 (view filing) | Feb 27 | 2 days | Principal Life Insurance Co10% Owner | PPurchaseClass Y Shares of beneficial interest | +236.1K | $25.41 | +$6.00M | +6.2%4.03M after |
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
10% Owner1 trade
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Aug 4, 2022 (view filing) | Aug 2 | 2 days | Principal Life Insurance Co10% Owner | PPurchaseSeries T - Mandatory redeemable preferred | +120.0K | $25.00 | +$3.00M | +22.8%647.0K after |