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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
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$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
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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 |
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Waddell & Reed Financial Inc |
WDR |
SVP & CAO - Investments |
2017-12-31 |
304,672 |
2004-04-02 |
0 |
Premium* |
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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 2 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
|
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3m +/- |
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Form |
WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
|
2009-06-08 |
4 |
OE |
$16.83 |
$168,333 |
D/D |
10,000 |
259,968 |
0 |
- |
|
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 & CAO - Investments |
|
2009-04-02 |
4 |
D |
$19.12 |
$107,244 |
D/D |
(5,609) |
249,968 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
|
2016-12-31 |
4 |
D |
$19.51 |
$120,123 |
D/D |
(6,157) |
259,905 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
officerTitle |
|
2005-12-31 |
4 |
D |
$20.97 |
$66,789 |
D/D |
(3,185) |
142,373 |
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- |
|
WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
|
2017-12-31 |
4 |
D |
$22.34 |
$320,199 |
D/D |
(14,333) |
256,104 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
|
2017-12-21 |
4 |
S |
$22.48 |
$1,015,458 |
D/D |
(45,168) |
270,437 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
|
2009-05-01 |
4 |
S |
$22.57 |
$451,899 |
D/D |
(20,000) |
249,968 |
0 |
- |
|
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 |
|
2007-04-02 |
4 |
D |
$23.46 |
$132,338 |
D/D |
(5,641) |
182,130 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP, CFO & Treasurer |
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2004-12-31 |
4/A |
D |
$23.89 |
$78,765 |
D/D |
(3,297) |
118,534 |
0 |
- |
|
WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
|
2009-05-04 |
4 |
S |
$23.97 |
$240,184 |
D/D |
(10,000) |
249,968 |
0 |
- |
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WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
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2009-05-08 |
4 |
S |
$24.05 |
$241,505 |
D/D |
(10,000) |
249,968 |
0 |
- |
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WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
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2009-06-08 |
4 |
S |
$27.00 |
$270,001 |
D/D |
(10,000) |
249,968 |
0 |
- |
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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 |
|
2015-12-31 |
4 |
D |
$28.66 |
$199,130 |
D/D |
(6,948) |
231,062 |
0 |
- |
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WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
|
2009-12-31 |
4 |
D |
$30.54 |
$153,311 |
D/D |
(5,020) |
241,494 |
0 |
- |
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WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
|
2009-12-29 |
4 |
D |
$30.63 |
$105,796 |
D/D |
(3,454) |
246,514 |
0 |
- |
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WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
|
2008-04-02 |
4 |
D |
$33.45 |
$281,616 |
D/D |
(8,419) |
198,131 |
0 |
- |
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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 |
|
2010-03-15 |
4 |
S |
$34.24 |
$658,744 |
D/D |
(19,241) |
210,520 |
0 |
- |
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WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
|
2010-03-10 |
4 |
S |
$34.45 |
$554,374 |
D/D |
(16,092) |
231,261 |
0 |
- |
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WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
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2010-03-19 |
4 |
S |
$34.55 |
$245,073 |
D/D |
(7,094) |
194,900 |
0 |
- |
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WDR |
Waddell & Reed Financial ... |
SVP & CAO - Investments |
|
2010-03-05 |
4 |
S |
$34.71 |
$637,276 |
D/D |
(18,360) |
248,134 |
0 |
- |
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61 Records found
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Page 2 of 3 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
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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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