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Insider
Information: |
Sundeen John E Jr |
Relationship: |
CAO & EVP of Inv. Advi... |
City: |
Overland Park |
State: |
KS |
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Insider
Summary: |
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Companies Owned : |
2 |
|
Direct
Shares |
324,672 |
|
Indirect Shares
|
0 |
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Direct
Value |
$7,834,307 |
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Indirect Value
|
$0 |
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Total
Shares |
324,672 |
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Total
Value |
$7,834,307 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
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0
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0
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Stock
price went up :
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0
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0
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Stock
price went down : |
0
|
0
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Gain/Loss Ratio : |
0.0
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0.0
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Percentage
Gain/Loss : |
0.0%
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0.0%
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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* |
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Records found :
61 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 1 of 3
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Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
3m +/- |
|
|
Form |
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 |
- |
|
IVH |
Delaware Ivy High Income ... |
CAO & EVP of Inv. Adviser |
|
2014-01-07 |
4 |
B |
$18.23 |
$182,330 |
D/D |
10,000 |
20,000 |
2.44 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP, CFO & Treasurer |
|
2004-04-02 |
4 |
A |
$0.00 |
$0 |
D/D |
26,799 |
121,831 |
|
- |
|
WDR |
Waddell & Reed Financial ... |
SVP, CFO & Treasurer |
|
2004-12-31 |
4/A |
D |
$23.89 |
$78,765 |
D/D |
(3,297) |
118,534 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & Treasurer |
|
2005-04-02 |
4 |
A |
$0.00 |
$0 |
D/D |
27,024 |
145,558 |
|
- |
|
WDR |
Waddell & Reed Financial ... |
officerTitle |
|
2005-12-31 |
4 |
D |
$20.97 |
$66,789 |
D/D |
(3,185) |
142,373 |
|
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
|
2006-04-02 |
4 |
A |
$0.00 |
$0 |
D/D |
26,515 |
165,186 |
|
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
|
2006-04-02 |
4 |
D |
$23.10 |
$85,516 |
D/D |
(3,702) |
138,671 |
|
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
|
2006-12-29 |
4 |
A |
$0.00 |
$0 |
D/D |
25,000 |
190,186 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
|
2006-12-31 |
4 |
D |
$27.36 |
$66,074 |
D/D |
(2,415) |
187,771 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
|
2007-04-02 |
4 |
D |
$23.46 |
$132,338 |
D/D |
(5,641) |
182,130 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
|
2007-11-06 |
4 |
S |
$34.75 |
$1,014,994 |
D/D |
(29,050) |
182,130 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
|
2007-11-06 |
4 |
OE |
$15.33 |
$445,432 |
D/D |
29,050 |
211,180 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
|
2007-12-19 |
4 |
GD |
$0.00 |
$0 |
D/D |
580 |
181,550 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
|
2007-12-31 |
4 |
A |
$0.00 |
$0 |
D/D |
25,000 |
206,550 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
|
2008-04-02 |
4 |
D |
$33.45 |
$281,616 |
D/D |
(8,419) |
198,131 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
|
2008-04-29 |
4 |
OE |
$14.63 |
$146,250 |
D/D |
10,000 |
208,131 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
|
2008-04-29 |
4 |
S |
$33.81 |
$338,808 |
D/D |
(10,000) |
198,131 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
|
2008-05-02 |
4 |
S |
$35.57 |
$293,130 |
D/D |
(8,200) |
199,931 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
|
2008-05-02 |
4 |
OE |
$14.63 |
$146,250 |
D/D |
10,000 |
208,131 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
|
2008-05-02 |
4 |
S |
$36.10 |
$65,002 |
D/D |
(1,800) |
198,131 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
|
2008-05-30 |
4 |
S |
$35.61 |
$356,333 |
D/D |
(10,000) |
198,131 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
|
2008-05-30 |
4 |
OE |
$14.63 |
$146,250 |
D/D |
10,000 |
208,131 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
|
2008-12-29 |
4 |
D |
$13.64 |
$47,113 |
D/D |
(3,454) |
194,677 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
|
2008-12-31 |
4 |
A |
$0.00 |
$0 |
D/D |
60,900 |
255,577 |
0 |
- |
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61 Records found
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Page 1 of 3 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
|
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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