PGZ · Insider Trading
PRINCIPAL REAL ESTATE INCOME FUND
Every open-market purchase and sale reported by PGZ officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.
| Filed | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| 2025-11-12 | Laton Spahr | — | Buy | +10,000 | +$103.49K |
| 2023-07-19 | Laton Spahr | — | Buy | +10,000 | +$97.07K |
| 2023-07-07 | Laton Spahr | — | Buy | +15,627 | +$148.46K |
| 2022-12-29 | Laton Spahr | — | Sell | −2,000 | −$20.62K |
| 2020-07-14 | Laton Spahr | — | Buy | +2,000 | +$32.45K |
| 2019-12-27 | Matthew Sutula | — | Buy | +500 | +$10.30K |
| 2019-03-18 | Ernest J Scalberg | — | Sell | −560 | −$10.12K |
| 2016-11-28 | Marc Peterson | — | Buy | +850 | +$13.51K |
| 2015-12-02 | Patrick Gregory Halter | — | Buy | +5,000 | +$83.50K |
| 2015-07-22 | Marc Peterson | — | Buy | +800 | +$14.96K |
| 2014-09-11 | Ernest J Scalberg | — | Buy | +1,275 | +$25.07K |
| 2013-12-30 | Ernest J Scalberg | — | Buy | +760 | +$13.06K |
| 2013-10-28 | James P McCaughan | — | Buy | +22,000 | +$394.90K |
| 2013-10-15 | Marc Peterson | — | Buy | +300 | +$5.16K |
| Insider | Role | Shares Held | Value |
|---|---|---|---|
| Laton Spahr | — | 35,627 | $314.94K |
Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.
Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.
Full filing history and per-insider positions are on the PGZ quote page; the site-wide leaderboard is on the insider transactions hub.
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.