Terrance J. Lillis - Net Worth and Insider Trading
Terrance J. Lillis Net Worth
The estimated net worth of Terrance J. Lillis is at least $8 Million dollars as of 2024-04-27. Terrance J. Lillis is the EVP of Principal Financial Group Inc and owns about 89,967 shares of Principal Financial Group Inc (PFG) stock worth over $7 Million. Terrance J. Lillis is also the Director of Citizens Financial Group Inc and owns about 28,878 shares of Citizens Financial Group Inc (CFG) stock worth over $1 Million. Details can be seen in Terrance J. Lillis's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Terrance J. Lillis has not made any transactions after 2023-10-27 and currently still holds the listed stock(s).
Transaction Summary of Terrance J. Lillis
Terrance J. Lillis Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Terrance J. Lillis owns 2 companies in total, including Citizens Financial Group Inc (CFG) , and Principal Financial Group Inc (PFG) .
Click here to see the complete history of Terrance J. Lillis’s form 4 insider trades.
Insider Ownership Summary of Terrance J. Lillis
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| CFG | Citizens Financial Group Inc | 2023-10-27 | director |
| PFG | Principal Financial Group Inc | 2017-02-14 | Senior Vice President & CFO |
Terrance J. Lillis Latest Holdings Summary
Terrance J. Lillis currently owns a total of 2 stocks. Among these stocks, Terrance J. Lillis owns 89,967 shares of Principal Financial Group Inc (PFG) as of February 14, 2017, with a value of $7 Million and a weighting of 87.52%. Terrance J. Lillis also owns 28,878 shares of Citizens Financial Group Inc (CFG) as of October 27, 2023, with a value of $1 Million and a weighting of 12.48%.
Latest Holdings of Terrance J. Lillis
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| PFG | Principal Financial Group Inc | 2017-02-14 | 89,967 | 79.12 | 7,118,189 |
| CFG | Citizens Financial Group Inc | 2023-10-27 | 28,878 | 35.15 | 1,015,062 |
Holding Weightings of Terrance J. Lillis
Terrance J. Lillis Form 4 Trading Tracker
According to the SEC Form 4 filings, Terrance J. Lillis has made a total of 0 transactions in Principal Financial Group Inc (PFG) over the past 5 years. The most-recent trade in Principal Financial Group Inc is the sale of 7,380 shares on February 14, 2017, which brought Terrance J. Lillis around $461,250.
According to the SEC Form 4 filings, Terrance J. Lillis has made a total of 4 transactions in Citizens Financial Group Inc (CFG) over the past 5 years, including 4 buys and 0 sells. The most-recent trade in Citizens Financial Group Inc is the acquisition of 1,000 shares on October 27, 2023, which cost Terrance J. Lillis around $22,870.
Insider Trading History of Terrance J. Lillis
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Terrance J. Lillis Trading Performance
GuruFocus tracks the stock performance after each of Terrance J. Lillis's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Terrance J. Lillis is 5.2%. GuruFocus also compares Terrance J. Lillis's trading performance to market benchmark return within the same time period. The performance of stocks bought by Terrance J. Lillis within 3 months outperforms 2 times out of 6 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Terrance J. Lillis's insider trading performs compared to the benchmark.
Performance of Terrance J. Lillis
Average Return
36.34%
Outperforming Transactions
50%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 6 | 5.2 | 18.88 | 36.34 | 23.86 | 17.44 |
| Relative Return to S&P 500(%) | 6.67 | 3.32 | 12.25 | 20.46 | 8.33 | 5.78 |
Terrance J. Lillis Ownership Network
Ownership Network List of Terrance J. Lillis
Ownership Network Relation of Terrance J. Lillis
Terrance J. Lillis Owned Company Details
What does Citizens Financial Group Inc do?
Who are the key executives at Citizens Financial Group Inc?
Terrance J. Lillis is the director of Citizens Financial Group Inc. Other key executives at Citizens Financial Group Inc include Controller (effective 8/11/18) Craig Jack Read , General Counsel Polly N. Klane , and Chief Information Officer Michael Ruttledge .
Citizens Financial Group Inc (CFG) Insider Trades Summary
Over the past 18 months, Terrance J. Lillis made 2 insider transaction in Citizens Financial Group Inc (CFG) with a net purchase of 2,000. Other recent insider transactions involving Citizens Financial Group Inc (CFG) include a net sale of 171,840 shares made by Kevin Cummings , a net sale of 10,835 shares made by Craig Jack Read , and a net purchase of 3,300 shares made by Shivan S. Subramaniam .
In summary, during the past 3 months, insiders sold 10,835 shares of Citizens Financial Group Inc (CFG) in total and bought 0 shares, with a net sale of 10,835 shares. During the past 18 months, 182,675 shares of Citizens Financial Group Inc (CFG) were sold and 5,300 shares were bought by its insiders, resulting in a net sale of 177,375 shares.
Citizens Financial Group Inc (CFG)'s detailed insider trading history can be found in Insider Trading Tracker table.
Citizens Financial Group Inc Insider Transactions
Terrance J. Lillis Mailing Address
Above is the net worth, insider trading, and ownership report for Terrance J. Lillis. You might contact Terrance J. Lillis via mailing address: C/o Citizens Financial Group, Inc., 600 Washington Blvd., Stamford Ct 06901.
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