| |
| |
|
| Insider
Information: |
Sundeen John E Jr |
| Relationship: |
CAO & EVP of Inv. Advi... |
| City: |
Overland Park |
| State: |
KS |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
324,672 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$7,834,307 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
324,672 |
|
|
| Total
Value |
$7,834,307 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Waddell & Reed Financial Inc |
WDR |
SVP & CAO - Investments |
2017-12-31 |
304,672 |
2004-04-02 |
0 |
Premium* |
|
|
Delaware Ivy High Income Opportu... |
IVH |
CAO & EVP of Inv. Advi... |
2014-01-07 |
20,000 |
2014-01-03 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
61 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 3
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
• – – |
2009-05-04 |
4 |
S |
$23.97 |
$240,184 |
D/D |
(10,000) |
249,968 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
• – – |
2009-05-04 |
4 |
OE |
$16.83 |
$168,333 |
D/D |
10,000 |
259,968 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
• – – |
2009-05-08 |
4 |
S |
$24.05 |
$241,505 |
D/D |
(10,000) |
249,968 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
• – – |
2009-05-08 |
4 |
OE |
$16.83 |
$168,333 |
D/D |
10,000 |
259,968 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
• – – |
2009-06-08 |
4 |
S |
$27.00 |
$270,001 |
D/D |
(10,000) |
249,968 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
• – – |
2009-06-08 |
4 |
OE |
$16.83 |
$168,333 |
D/D |
10,000 |
259,968 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
• – – |
2009-12-29 |
4 |
D |
$30.63 |
$105,796 |
D/D |
(3,454) |
246,514 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
• – – |
2009-12-31 |
4 |
A |
$0.00 |
$0 |
D/D |
25,000 |
266,494 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
• – – |
2009-12-31 |
4 |
D |
$30.54 |
$153,311 |
D/D |
(5,020) |
241,494 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
• – – |
2010-03-05 |
4 |
S |
$34.71 |
$637,276 |
D/D |
(18,360) |
248,134 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
• – – |
2010-03-09 |
4 |
GD |
$0.00 |
$0 |
D/D |
781 |
247,353 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
• – – |
2010-03-10 |
4 |
GD |
$0.00 |
$0 |
D/D |
1,500 |
229,761 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
• – – |
2010-03-10 |
4 |
S |
$34.45 |
$554,374 |
D/D |
(16,092) |
231,261 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
• – – |
2010-03-15 |
4 |
S |
$34.24 |
$658,744 |
D/D |
(19,241) |
210,520 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
• – – |
2010-03-17 |
4 |
S |
$34.98 |
$298,230 |
D/D |
(8,526) |
201,994 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
• – – |
2010-03-19 |
4 |
S |
$34.55 |
$245,073 |
D/D |
(7,094) |
194,900 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
• – – |
2010-04-02 |
4 |
D |
$36.89 |
$98,791 |
D/D |
(2,678) |
192,222 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
• – – |
2010-12-29 |
4 |
D |
$35.88 |
$104,554 |
D/D |
(2,914) |
189,208 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
• – – |
2010-12-31 |
4 |
D |
$35.29 |
$381,944 |
D/D |
(10,823) |
178,385 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
• – – |
2010-12-31 |
4 |
A |
$0.00 |
$0 |
D/D |
25,000 |
203,385 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
• – – |
2012-12-31 |
4 |
D |
$34.82 |
$497,125 |
D/D |
(14,277) |
202,115 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
• – – |
2012-12-31 |
4 |
A |
$0.00 |
$0 |
D/D |
25,000 |
227,115 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
• – – |
2013-12-31 |
4 |
A |
$0.00 |
$0 |
D/D |
13,000 |
228,000 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
• – – |
2013-12-31 |
4 |
D |
$65.12 |
$788,929 |
D/D |
(12,115) |
215,000 |
0 |
- |
|
| IVH |
Delaware Ivy High Income ... |
CAO & EVP of Inv. Adviser |
– – – |
2014-01-03 |
4 |
B |
$18.10 |
$181,030 |
D/D |
10,000 |
10,000 |
2.44 |
- |
|
61 Records found
|
|
Page 2 of 3 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
|
|
|
|
|
