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Insider
Information: |
Avery Michael L |
Relationship: |
See explanation below. |
City: |
Overland Park |
State: |
KS |
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Insider
Summary: |
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Companies Owned : |
1 |
|
Direct
Shares |
155,708 |
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Indirect Shares
|
0 |
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Direct
Value |
$3,889,586 |
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Indirect Value
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$0 |
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Total
Shares |
155,708 |
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Total
Value |
$3,889,586 |
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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
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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 |
See explanation below. |
2016-06-30 |
155,708 |
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0 |
Premium* |
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Records found :
48 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 1 of 2
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Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
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|
3m +/- |
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|
Form |
WDR |
Waddell & Reed Financial ... |
SVP & Chief Investment Officer |
|
2006-04-02 |
4 |
D |
$23.10 |
$48,418 |
D/D |
(2,096) |
67,653 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & Chief Investment Officer |
|
2006-03-17 |
4 |
D |
$22.53 |
$53,126 |
D/D |
(2,358) |
69,749 |
|
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & Chief Investment Officer |
|
2005-06-17 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
72,107 |
|
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & Chief Investment Officer |
|
2006-04-02 |
4 |
A |
$0.00 |
$0 |
D/D |
30,000 |
97,653 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & Chief Investment Officer |
|
2007-04-02 |
4 |
D |
$23.46 |
$98,344 |
D/D |
(4,192) |
131,188 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & Chief Investment Officer |
|
2008-12-29 |
4 |
D |
$13.64 |
$77,202 |
D/D |
(5,660) |
133,368 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & Chief Investment Officer |
|
2007-03-17 |
4 |
D |
$22.43 |
$52,890 |
D/D |
(2,358) |
135,380 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & Chief Investment Officer |
|
2006-12-29 |
4 |
A |
$0.00 |
$0 |
D/D |
40,000 |
137,653 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & Chief Investment Officer |
|
2007-02-05 |
4 |
B |
$25.70 |
$2,185 |
D/D |
85 |
137,738 |
2.66 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & Chief Investment Officer |
|
2008-09-09 |
4 |
S |
$25.83 |
$206,640 |
D/D |
(8,000) |
139,028 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & Chief Investment Officer |
|
2008-06-05 |
4 |
S |
$37.16 |
$371,600 |
D/D |
(10,000) |
147,028 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
See explanation below. |
|
2016-06-30 |
4 |
D |
$17.22 |
$719,073 |
D/D |
(41,758) |
155,708 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & Chief Investment Officer |
|
2008-04-02 |
4 |
D |
$33.45 |
$306,402 |
D/D |
(9,160) |
157,028 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & Chief Investment Officer |
|
2008-02-01 |
4 |
S |
$34.12 |
$1,129,684 |
D/D |
(33,100) |
166,188 |
0 |
- |
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WDR |
Waddell & Reed Financial ... |
SVP & Chief Investment Officer |
|
2009-12-31 |
4 |
D |
$30.54 |
$332,764 |
D/D |
(10,896) |
174,507 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & Chief Investment Officer |
|
2009-12-29 |
4 |
D |
$30.63 |
$173,335 |
D/D |
(5,659) |
185,403 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & Chief Investment Officer |
|
2009-11-16 |
4 |
S |
$31.00 |
$310,000 |
D/D |
(10,000) |
191,062 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & Chief Investment Officer |
|
2007-12-31 |
4 |
A |
$0.00 |
$0 |
D/D |
60,000 |
191,188 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & Chief Investment Officer |
|
2008-02-01 |
4 |
S |
$33.92 |
$915,141 |
D/D |
(26,900) |
199,288 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & Chief Investment Officer |
|
2009-05-01 |
4 |
S |
$22.99 |
$459,800 |
D/D |
(20,000) |
201,062 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
President |
|
2015-12-31 |
4 |
D |
$28.66 |
$832,946 |
D/D |
(29,063) |
205,757 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
President & CIO |
|
2010-12-31 |
4 |
D |
$35.29 |
$699,095 |
D/D |
(19,810) |
207,157 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
President |
|
2014-12-31 |
4 |
D |
$49.82 |
$1,819,925 |
D/D |
(36,530) |
216,382 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & Chief Investment Officer |
|
2009-04-02 |
4 |
D |
$19.12 |
$103,401 |
D/D |
(5,408) |
219,310 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & Chief Investment Officer |
|
2008-12-31 |
4 |
A |
$0.00 |
$0 |
D/D |
91,350 |
224,718 |
0 |
- |
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48 Records found
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Page 1 of 2 |
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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 |
|
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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