Welcome to our dedicated page for Principal AG真人官方 Estate Income SEC filings (Ticker: PGZ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Principal AG真人官方 Estate Income Fund (PGZ) owns hundreds of commercial real-estate securities spread across four continents, which means its SEC disclosures run deep with portfolio tables, leverage details, and managed-distribution math. If you have ever asked, 鈥淲here can I find Principal AG真人官方 Estate Income Fund鈥檚 latest annual report 10-K simplified?鈥� or 鈥淗ow do I track Principal AG真人官方 Estate Income Fund insider trading Form 4 transactions before the market reacts?鈥�, this page was built for you.
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Whether you monitor Principal AG真人官方 Estate Income Fund executive stock transactions Form 4, evaluate its proxy statement executive compensation, or look for quick earnings report filing analysis, every document is indexed, searchable, and paired with expert commentary. That means less time scrolling and more time acting on insights鈥攂ecause understanding Principal AG真人官方 Estate Income Fund SEC documents with AI should be straightforward.
Aehr Test Systems (AEHR) 鈥� Form 4 insider activity: Chief Financial Officer Chris Siu reported several equity transactions dated 07/02/2025.
- Acquisitions: 30,998 and 5,586 common shares acquired at $0 per share through the vesting of restricted stock units (RSUs).
- Disposition: 752 shares automatically withheld at $15.13 to cover tax obligations (transaction code 鈥淔鈥� 鈥� not an open-market sale).
- Resulting ownership: 77,623 directly held shares after the transactions, plus 4,202 shares held indirectly via a trust.
- Vesting schedule notes indicate quarterly vesting over up to four years; unvested RSUs remain outstanding.
The filing increases the CFO鈥檚 direct ownership by roughly 35.8 thousand shares, reinforcing management鈥檚 equity stake. No cash purchases or discretionary sales were reported, suggesting the activity is routine compensation-related rather than a signal of changing outlook.
Principal AG真人官方 Estate Income Fund (PGZ) filed Form NPORT-P for April 2025, reporting key portfolio metrics and risk exposures. The fund had total assets of $109.49 million, liabilities of $32.36 million, and net assets of $77.13 million.
Key financial highlights:
- Bank borrowings of $32 million due within one year
- Three-month performance: Month 1: +5.03%, Month 2: -0.05%, Month 3: -1.01%
- Significant interest rate risk exposure, with a 100bp rate change potentially impacting portfolio value by $1.45 million at 5-year maturity
- Credit spread exposure balanced between investment grade and non-investment grade securities
The fund reported minimal derivatives activity, with only minor equity warrant positions showing unrealized gains/losses. Investment activity excluding derivatives showed net realized gains across all three months, though with volatile unrealized appreciation/depreciation patterns.
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