What WADDELL & REED FINANCIAL INC's executives and directors are doing with their own shares, from SEC Form 3/4/5 filings — separating what the filings state (awards, withholding, disclosed plans) from what only the pattern of dates shows.
| 3 months | 12 months | |
|---|---|---|
| Open-market buys | 0 | 0 |
| Sells | 0 | 0 |
| Total trades | 0 | 0 |
| 3 months | 12 months | |
|---|---|---|
| Acquired | 0 | 0 |
| Disposed | 0 | 0 |
| Net activity | +0 | +0 |
View rich charts and dive into the patterns of specific insiders — who is accumulating, who is winding down, and which sale explanations the filings actually support.
| Insider | Relation | Date | Transaction | Shares | Price | Value | Shares held |
|---|---|---|---|---|---|---|---|
| Morrissey Michael F | Director | Apr 30 | Disposition to Issuer · D | −52,187 | — | — | 0 |
| Kline Katherine M. A. | Director | Apr 30 | Disposition to Issuer · D | −6,794 | — | — | 0 |
| Gasaway Sharilyn S | Director | Apr 30 | Disposition to Issuer · D | −52,187 | — | — | 0 |
| Rackers Christopher W. | SVP and CPBO | Apr 30 | Disposition to Issuer · D | −59,083 | — | — | 0 |
| Jessee James A. | Director | Apr 30 | Disposition to Issuer · D | −11,229 | — | — | 0 |
| Scupham Amy J. | SVP - Distribution | Apr 30 | Disposition to Issuer · D | −71,044 | — | — | 0 |
| Logue Dennis E | Director | Apr 30 | Disposition to Issuer · D | −76,956 | — | — | 0 |
| Mihal Shawn M. | SVP - Wealth Management | Apr 30 | Disposition to Issuer · D | −86,578 | — | — | 0 |
| Clouse Benjamin R | SVP & CFO | Apr 30 | Disposition to Issuer · D | −2,588 | — | — | 0 |
| Clouse Benjamin R | SVP & CFO | Apr 30 | Disposition to Issuer · D | −105,280 | — | — | 0 |
| Buyle Mark P. | SVP, GC, CLO and Secretary | Apr 30 | Disposition to Issuer · D | −86,973 | — | — | 0 |
| Bloss Brent K | President | Apr 30 | Disposition to Issuer · D | −367,201 | — | — | 0 |
| Godlasky Thomas C | Director | Apr 30 | Disposition to Issuer · D | −58,026 | — | — | 0 |
| Andrade Kathie J. | Director | Apr 30 | Disposition to Issuer · D | −13,150 | — | — | 0 |
| Daley Michael John | VP - Chief Acct Off,IR & Treas | Apr 30 | Disposition to Issuer · D | −7,821 | — | — | 0 |
| Hanson Daniel P | SVP & CIO | Apr 30 | Disposition to Issuer · D | −19,184 | — | — | 0 |
| Hanson Daniel P | SVP & CIO | Apr 30 | Disposition to Issuer · D | −360,414 | — | — | 0 |
| Walton Jerry W | Director | Apr 30 | Disposition to Issuer · D | −76,831 | — | — | 0 |
| Sanders Philip James | CEO | Apr 30 | Disposition to Issuer · D | −736,496 | — | — | 0 |
| Bloss Brent K | President | Mar 10 | Withheld — tax / exercise cost · F | −8,266 | $25.02 | −$207K | 367,201 |
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