Insider Trading activities at Waddell & Reed Financial Inc (WDR)

Insider trading activities (stock purchases, sales, and option exercises) reported by insiders of Waddell & Reed Financial Inc (WDR) since 2014 are shown in Table 1 and Table 2. Table 1 shows the monthly insider trading data of Waddell & Reed Financial Inc. Table 2 shows the detailed insider transactions. This company's CIK number is 1052100.

Total stock buying since 2014: $267,520.
Total stock sales since 2014: $6,423,288.
Total stock option exercises since 2014: $0.


15 insiders reported insider trading activities at Waddell & Reed Financial Inc (WDR):
Insider trading activities of Walton Jerry W
Insider trading activities of Clouse Melissa A
Insider trading activities of Kosloff Alan W
Insider trading activities of Hills Wendy J
Insider trading activities of Daley Michael John
Insider trading activities of Clouse Benjamin R
Insider trading activities of Sundeen John E Jr
Insider trading activities of Buyle Mark P.
Insider trading activities of Raines James M
Insider trading activities of Mihal Shawn M.
Insider trading activities of Avery Michael L
Insider trading activities of Butch Thomas W
Insider trading activities of Logue Dennis E
Insider trading activities of Rackers Christopher W.
Insider trading activities of Scupham Amy J.

Table 1. Yearly summary of insider stock purchases, sales, and option exercises at Waddell & Reed Financial Inc (WDR).
Insider Buying Insider Sales Option Exercises
Year Shares Value Shares Value Shares Value
2021 0 $0 0 $0 12,927 $0
2020 0 $0 0 $0 12,931 $0
2019 0 $0 22,422 $267,438 11,876 $0
2018 0 $0 41,079 $837,671 325 $0
2017 0 $0 166,598 $3,470,105 0 $0
2015 5,500 $267,520 5,700 $265,289 0 $0
2014 0 $0 28,575 $1,582,785 0 $0

Table 2. Monthly summary of insider trading at Waddell & Reed Financial Inc (WDR).
Trading Period Insider Buying Insider Sales Option Exercises
year-month Shares Value Shares Value Shares Value
2021-01 0 $0 0 $0 12,927 $0
2020-01 0 $0 0 $0 12,931 $0
2019-11 0 $0 9,500 $166,088 0 $0
2019-03 0 $0 5,000 $83,600 0 $0
2019-02 0 $0 1,000 $17,750 0 $0
2019-01 0 $0 6,922 $0 11,876 $0
2018-11 0 $0 9,427 $179,593 0 $0
2018-09 0 $0 22,256 $454,797 0 $0
2018-06 0 $0 2,640 $52,625 0 $0
2018-05 0 $0 964 $17,713 0 $0
2018-02 0 $0 5,792 $132,943 0 $0
2018-01 0 $0 0 $0 325 $0
2017-12 0 $0 76,441 $1,716,408 0 $0
2017-11 0 $0 59,178 $1,149,081 0 $0
2017-08 0 $0 30,979 $604,616 0 $0
2015-08 0 $0 3,000 $134,880 0 $0
2015-05 0 $0 2,700 $130,409 0 $0
2015-02 5,500 $267,520 0 $0 0 $0
2014-12 0 $0 10,000 $489,600 0 $0
2014-09 0 $0 1,358 $77,004 0 $0
2014-05 0 $0 17,217 $1,016,181 0 $0

Table 3. Detailed insider trading at Waddell & Reed Financial Inc (WDR)
  Trade Date   Insider Name Trade Type     Shares       Price ($)   Value ($)
2021-01-10 Rackers Christopher W. (SVP and CPBO) Option Ex 1,973 .00 0
2021-01-10 Scupham Amy J. (SVP - Distribution) Option Ex 2,426 .00 0
2021-01-10 Mihal Shawn M. (SVP - Wealth Management) Option Ex 4,441 .00 0
2021-01-10 Buyle Mark P. (SVP, GC, CLO and Secretary) Option Ex 3,032 .00 0
2021-01-10 Daley Michael John (VP - Chief Acct Off,IR & Treas) Option Ex 1,055 .00 0
2020-01-10 Rackers Christopher W. (SVP and Chief Admin Officer) Option Ex 1,974 .00 0
2020-01-10 Scupham Amy J. (SVP - Distribution) Option Ex 2,426 .00 0
2020-01-10 Mihal Shawn M. (SVP - Wealth Management) Option Ex 4,442 .00 0
2020-01-10 Buyle Mark P. (SVP, GC, CLO and Secretary) Option Ex 3,033 .00 0
2020-01-10 Daley Michael John (VP - Chief Acct Off,IR & Treas) Option Ex 1,056 .00 0
2019-11-05 Walton Jerry W (Director) Sale 9,500 17.48 166,088
2019-03-22 Logue Dennis E (Director) Sale 5,000 16.72 83,600
2019-02-15 Raines James M (Director) Sale 1,000 17.75 17,750
2019-01-10 Rackers Christopher W. (SVP and CHRO) Option Ex 1,974 .00 0
2019-01-10 Scupham Amy J. (SVP - Distribution) Option Ex 2,426 .00 0
2019-01-10 Mihal Shawn M. (SVP - Broker-Dealer) Option Ex 4,443 .00 0
2019-01-10 Buyle Mark P. (SVP, GC, CLO and Secretary) Option Ex 3,033 .00 0
2019-01-02 Walton Jerry W (Director) Sale 6,922 .00 0
2018-11-16 Walton Jerry W (Director) Sale 9,427 19.05 179,593
2018-09-12 Kosloff Alan W (Director) Sale 19,614 20.42 400,557
2018-09-11 Raines James M (Director) Sale 2,642 20.53 54,240
2018-06-12 Raines James M (Director) Sale 2,640 19.93 52,625
2018-05-04 Raines James M (Director) Sale 964 18.38 17,713
2018-02-01 Walton Jerry W (Director) Sale 5,792 22.95 132,943
2018-01-10 Clouse Benjamin R (Vice President and CAO) Option Ex 325 .00 0
2017-12-22 Hills Wendy J (SVP, General Counsel & Secy.) Sale 15,669 22.26 348,729
2017-12-21 Hills Wendy J (SVP, General Counsel & Secy.) Sale 15,604 22.57 352,213
2017-12-21 Sundeen John E Jr (SVP & CAO - Investments) Sale 45,168 22.48 1,015,466
2017-11-20 Kosloff Alan W (Director) Sale 19,178 19.82 380,031
2017-11-10 Butch Thomas W (EVP & Chief Marketing Officer) Sale 35,000 19.22 672,770
2017-11-09 Butch Thomas W (EVP & Chief Marketing Officer) Sale 5,000 19.26 96,280
2017-08-07 Clouse Benjamin R (VP and Chief Acct. Officer) Sale 5,903 20.01 118,142
2017-08-03 Kosloff Alan W (Director) Sale 25,076 19.40 486,474
2015-08-03 Raines James M (Director) Sale 3,000 44.96 134,880
2015-05-26 Logue Dennis E (Director) Sale 2,700 48.30 130,409
2015-02-10 Avery Michael L (President) Buy 5,500 48.64 267,520
2014-12-19 Avery Michael L (President) Sale 10,000 48.96 489,600
2014-09-11 Kosloff Alan W (Director) Sale 60 53.99 3,239
2014-09-03 Clouse Melissa A (VP, Controller & PAO) Sale 1,298 56.83 73,765
2014-05-20 Butch Thomas W (EVP & Chief Marketing Officer) Sale 17,217 59.02 1,016,181

Insider trading activities including stock purchases, stock sales, and option exercises of WDR listed in the above tables cannot be completely guaranteed as to their accuracy. For more insider trading information of Waddell & Reed Financial Inc (symbol WDR, CIK number 1052100) see the Securities and Exchange Commission (SEC) website.



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