| |
| |
|
| Insider
Information: |
Avery Michael L |
| Relationship: |
See explanation below. |
| City: |
Overland Park |
| State: |
KS |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
155,708 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$3,889,586 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
155,708 |
|
|
| Total
Value |
$3,889,586 |
|
|
|
|
|
|
|
|
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 |
See explanation below. |
2016-06-30 |
155,708 |
|
0 |
Premium* |
|
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|
Records found :
25 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| 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 ... |
See explanation below. |
– – – |
2016-06-30 |
4 |
D |
$17.22 |
$719,073 |
D/D |
(41,758) |
155,708 |
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 |
• – – |
2015-12-29 |
4 |
GD |
$0.00 |
$0 |
D/D |
3,500 |
234,820 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
President |
• – – |
2015-12-23 |
4 |
GD |
$0.00 |
$0 |
D/D |
3,500 |
238,320 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
President |
• – – |
2015-08-19 |
4 |
GD |
$0.00 |
$0 |
D/D |
4,500 |
241,820 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
President |
• – – |
2015-02-10 |
4 |
S |
$48.64 |
$267,520 |
D/D |
(5,500) |
246,320 |
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 ... |
President |
• – – |
2014-12-31 |
4 |
A |
$0.00 |
$0 |
D/D |
50,000 |
251,820 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
President |
• – – |
2014-12-19 |
4 |
S |
$48.96 |
$489,600 |
D/D |
(10,000) |
252,912 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
President |
• – – |
2013-12-31 |
4 |
A |
$0.00 |
$0 |
D/D |
40,000 |
262,912 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
President |
• – – |
2013-12-31 |
4 |
D |
$65.12 |
$2,626,485 |
D/D |
(40,333) |
245,247 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
President |
• – – |
2013-12-10 |
4 |
S |
$63.01 |
$472,575 |
D/D |
(7,500) |
285,580 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
President |
• – – |
2013-08-09 |
4 |
S |
$51.30 |
$513,000 |
D/D |
(10,000) |
293,080 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
President |
• – – |
2013-03-21 |
4 |
S |
$42.85 |
$428,500 |
D/D |
(10,000) |
303,080 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
President |
• – – |
2012-12-31 |
4 |
A |
$0.00 |
$0 |
D/D |
80,000 |
335,911 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
President |
• – – |
2012-12-31 |
4 |
D |
$34.82 |
$1,172,598 |
D/D |
(33,676) |
255,911 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
President |
• – – |
2011-12-31 |
4 |
D |
$24.77 |
$767,573 |
D/D |
(30,988) |
255,169 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
President |
• – – |
2011-12-31 |
4 |
A |
$0.00 |
$0 |
D/D |
80,000 |
335,169 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
President & CIO |
• – – |
2010-12-31 |
4 |
A |
$0.00 |
$0 |
D/D |
79,000 |
286,157 |
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 & CIO |
• – – |
2010-12-29 |
4 |
D |
$35.88 |
$203,045 |
D/D |
(5,659) |
226,967 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
SVP & Chief Investment Officer |
• – – |
2010-09-15 |
4/A |
S |
$27.36 |
$273,600 |
D/D |
(10,000) |
232,626 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
SVP & Chief Investment Officer |
• – – |
2010-09-15 |
4 |
S |
$27.36 |
$273,600 |
D/D |
(10,000) |
232,262 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
SVP & Chief Investment Officer |
• – – |
2010-04-29 |
4 |
S |
$37.96 |
$303,680 |
D/D |
(8,000) |
242,262 |
0 |
- |
|
| WDR |
Waddell & Reed Financial ... |
SVP & Chief Investment Officer |
• – – |
2010-04-02 |
4 |
D |
$36.89 |
$119,708 |
D/D |
(3,245) |
250,262 |
0 |
- |
|
25 Records found
|
1
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Page 1 of 1 |
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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 |
| |
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