30% off. Use code SUMMERSALE30 at checkout for 30% off for 12 months on Plus, Pro and Premium subscriptions. Subscribe now
United States Investment Banking & Investment Services

Waddell & Reed Financial Inc (WDR)

Track

Stock chart
Ticker: WDR Exchange: NYS
Preparing chart...
Download chart Copy chart image Copy link Share to X Share


Subscribe to get access to the transaction volume chart and in-chart transaction details
• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Activity signal Earnings
Top insiders
Trades
WALTON JERRY W
1 sale — total 166,090 USD
Sale 5 Nov 2019
Value US$2,013,845.07 | Price 221.41 | Shares 78,455
Sale 22 Mar 2019
Value US$4,523,804.54 | Price 161.49 | Shares 75,158
Sale 15 Feb 2019
Value US$17,750.00 | Price 17.75 | Shares 1,000
Sale 16 Nov 2018
Value US$179,589.06 | Price 19.05 | Shares 9,427
Sale 12 Sep 2018
Value US$400,551.22 | Price 20.42 | Shares 19,614
Sale 11 Sep 2018
Value US$54,239.73 | Price 20.53 | Shares 2,642
Sale 12 Jun 2018
Value US$52,626.02 | Price 19.93 | Shares 2,640
Sale 4 May 2018
Value US$17,713.50 | Price 18.38 | Shares 964
Sale 1 Feb 2018
Value US$132,943.78 | Price 22.95 | Shares 5,792
Sale 22 Dec 2017
Value US$348,730.83 | Price 22.26 | Shares 15,669
Sale 21 Dec 2017
Value US$1,015,457.94 | Price 22.48 | Shares 45,168
Sale 21 Dec 2017
Value US$352,219.73 | Price 22.57 | Shares 15,604
Sale 20 Nov 2017
Value US$380,031.25 | Price 19.82 | Shares 19,178
Sale 10 Nov 2017
Value US$672,759.50 | Price 19.22 | Shares 35,000
Sale 9 Nov 2017
Value US$96,280.00 | Price 19.26 | Shares 5,000
Sale 7 Aug 2017
Value US$118,141.46 | Price 20.01 | Shares 5,903
Sale 3 Aug 2017
Value US$486,474.40 | Price 19.40 | Shares 25,076
Sale 3 Aug 2015
Value US$134,880.00 | Price 44.96 | Shares 3,000
Sale 26 May 2015
Value US$130,410.27 | Price 48.30 | Shares 2,700
Sale 19 Dec 2014
Value US$489,600.00 | Price 48.96 | Shares 10,000
Sale 11 Sep 2014
Value US$3,239.40 | Price 53.99 | Shares 60
Sale 3 Sep 2014
Value US$73,765.34 | Price 56.83 | Shares 1,298
Sale 20 May 2014
Value US$1,016,181.77 | Price 59.02 | Shares 17,217
Sale 1 May 2014
Value US$439,180.01 | Price 67.97 | Shares 6,461
Buy 13 Mar 2014
Value US$4,384.68 | Price 71.88 | Shares 61
Sale 6 Feb 2014
Value US$280,611.19 | Price 67.73 | Shares 4,143
Sale 10 Dec 2013
Value US$472,575.00 | Price 63.01 | Shares 7,500
Sale 20 Nov 2013
Value US$453,146.40 | Price 64.74 | Shares 7,000
Sale 8 Nov 2013
Value US$828,415.90 | Price 63.72 | Shares 13,000
Sale 13 Aug 2013
Value US$383,450.25 | Price 51.13 | Shares 7,500
Sale 13 Aug 2013
Value US$510,603.00 | Price 51.06 | Shares 10,000
Sale 9 Aug 2013
Value US$513,000.00 | Price 51.30 | Shares 10,000
Sale 1 Aug 2013
Value US$1,403,966.00 | Price 52.90 | Shares 26,540
Buy 4 Jun 2013
Value US$2,783.43 | Price 45.63 | Shares 61
Sale 22 Mar 2013
Value US$273,799.46 | Price 42.98 | Shares 6,371
Sale 22 Mar 2013
Value US$415,089.16 | Price 43.17 | Shares 9,615
Sale 21 Mar 2013
Value US$428,500.00 | Price 42.85 | Shares 10,000
Sale 8 Mar 2013
Value US$6,349.65 | Price 42.33 | Shares 150
Sale 11 Feb 2013
Value US$528,135.03 | Price 40.94 | Shares 12,900
Sale 11 Feb 2013
Value US$1,042,414.18 | Price 40.98 | Shares 25,440
Sale 31 Jan 2013
Value US$1,063,839.40 | Price 39.40 | Shares 27,001
Sale 31 Jan 2013
Value US$194,553.84 | Price 39.28 | Shares 4,953
Sale 24 Dec 2012
Value US$176,962.00 | Price 35.39 | Shares 5,000
Sale 14 Dec 2012
Value US$375,725.00 | Price 33.25 | Shares 11,300
Sale 14 Dec 2012
Value US$650,739.66 | Price 33.25 | Shares 19,571
Buy 18 Sep 2012
Value US$1,273.00 | Price 33.50 | Shares 38
Sale 19 Jun 2012
Value US$288,292.70 | Price 30.35 | Shares 9,500
Sale 7 May 2012
Value US$246,678.37 | Price 33.40 | Shares 7,386
Sale 19 Mar 2012
Value US$16,500.00 | Price 33.00 | Shares 500
Sale 13 Mar 2012
Value US$40,316.10 | Price 32.15 | Shares 1,254
Sale 12 Mar 2012
Value US$119,872.00 | Price 32.00 | Shares 3,746
Sale 17 Feb 2012
Value US$156,635.00 | Price 31.33 | Shares 5,000
Sale 10 Feb 2012
Value US$136,679.10 | Price 30.10 | Shares 4,541
Sale 6 Feb 2012
Value US$92,940.00 | Price 30.00 | Shares 3,098
Sale 3 Feb 2012
Value US$164,407.16 | Price 29.56 | Shares 5,562
Sale 4 May 2011
Value US$75,355.51 | Price 39.33 | Shares 1,916
Sale 16 Mar 2011
Value US$191,700.50 | Price 38.34 | Shares 5,000
Sale 16 Feb 2011
Value US$877,048.20 | Price 41.76 | Shares 21,000
Sale 2 Feb 2011
Value US$748,215.44 | Price 37.10 | Shares 20,169
Sale 2 Feb 2011
Value US$140,779.92 | Price 37.14 | Shares 3,791
Sale 1 Dec 2010
Value US$446,859.55 | Price 31.92 | Shares 13,998
Sale 18 Nov 2010
Value US$385,352.86 | Price 31.03 | Shares 12,420
Sale 4 Nov 2010
Value US$103,816.47 | Price 30.97 | Shares 3,352
Sale 3 Nov 2010
Value US$77,889.59 | Price 30.15 | Shares 2,583
Sale 15 Sep 2010
Value US$273,600.00 | Price 27.36 | Shares 10,000
Sale 22 Jun 2010
Value US$2,455,000.00 | Price 24.55 | Shares 100,000
Sale 29 Apr 2010
Value US$303,680.00 | Price 37.96 | Shares 8,000
Sale 29 Apr 2010
Value US$217,356.23 | Price 38.05 | Shares 5,713
Sale 19 Mar 2010
Value US$245,072.87 | Price 34.55 | Shares 7,094
Sale 17 Mar 2010
Value US$298,230.10 | Price 34.98 | Shares 8,526
Sale 15 Mar 2010
Value US$658,744.50 | Price 34.24 | Shares 19,241
Sale 12 Mar 2010
Value US$515,768.76 | Price 34.38 | Shares 15,002
Sale 12 Mar 2010
Value US$515,700.00 | Price 34.38 | Shares 15,000
Sale 11 Mar 2010
Value US$414,471.04 | Price 34.04 | Shares 12,176
Sale 10 Mar 2010
Value US$554,374.23 | Price 34.45 | Shares 16,092
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Notification date Transaction date B/S Transaction type Insider and/or position Nb. shares
Price
Value 		Number of shares Price Value Details
2019-11-07 2019-11-05 S Sale
1.6
WALTON JERRY W
78,455 -31.6%
221.41
US$2,013,845 		78,455 -31.6% 221.41 US$2,013,845
2019-03-25 2019-03-22 S Sale
LOGUE DENNIS E
Non-Executive Director
75,158 -27.1%
161.49
US$4,523,805 		75,158 -27.1% 161.49 US$4,523,805
2019-02-19 2019-02-15 S Sale
2.9
RAINES JAMES M
Non-Executive Director
49,892 -26.0%
31.47
US$889,022 		49,892 -26.0% 31.47 US$889,022
2018-11-19 2018-11-16 S Sale WALTON JERRY W Non-Executive Director
9,427 -11.6%
19.05
US$179,589 		9,427 -11.6% 19.05 US$179,589
2018-09-13 2018-09-12 S Sale KOSLOFF ALAN W Non-Executive Director
19,614 -32.9%
20.42
US$400,551 		19,614 -32.9% 20.42 US$400,551
2018-09-13 2018-09-11 S Sale RAINES JAMES M Non-Executive Director
2,642 -10.6%
20.53
US$54,240 		2,642 -10.6% 20.53 US$54,240
2018-06-13 2018-06-12 S Sale RAINES JAMES M
2,640 -9.6%
19.93
US$52,626 		2,640 -9.6% 19.93 US$52,626
2018-05-07 2018-05-04 S Sale RAINES JAMES M Non-Executive Director
964 -3.4%
18.38
US$17,714 		964 -3.4% 18.38 US$17,714
2018-02-02 2018-02-01 S Sale WALTON JERRY W Non-Executive Director
5,792 -6.6%
22.95
US$132,944 		5,792 -6.6% 22.95 US$132,944
2017-12-22 2017-12-22 S Sale HILLS WENDY J

SVP, General Counsel & Secy.
15,669 -10.3%
22.26
US$348,731 		15,669 -10.3% 22.26 US$348,731
2017-12-22 2017-12-21 S Sale SUNDEEN JOHN E JR

SVP & CAO - Investments
45,168 -14.3%
22.48
US$1,015,458 		45,168 -14.3% 22.48 US$1,015,458
2017-12-22 2017-12-21 S Sale HILLS WENDY J

SVP, General Counsel & Secy.
15,604 -9.3%
22.57
US$352,220 		15,604 -9.3% 22.57 US$352,220
2017-11-21 2017-11-20 S Sale KOSLOFF ALAN W
19,178 -26.7%
19.82
US$380,031 		19,178 -26.7% 19.82 US$380,031
2017-11-13 2017-11-10 S Sale BUTCH THOMAS W

EVP & Chief Marketing Officer
35,000 -7.5%
19.22
US$672,760 		35,000 -7.5% 19.22 US$672,760
2017-11-13 2017-11-09 S Sale BUTCH THOMAS W

EVP & Chief Marketing Officer
5,000 -1.1%
19.26
US$96,280 		5,000 -1.1% 19.26 US$96,280
2017-08-09 2017-08-07 S Sale Clouse Benjamin R

VP and Chief Acct. Officer
5,903 -41.5%
20.01
US$118,141 		5,903 -41.5% 20.01 US$118,141
2017-08-07 2017-08-03 S Sale KOSLOFF ALAN W
25,076 -25.9%
19.40
US$486,474 		25,076 -25.9% 19.40 US$486,474
2015-08-04 2015-08-03 S Sale RAINES JAMES M Non-Executive Director
3,000 -20.0%
44.96
US$134,880 		3,000 -20.0% 44.96 US$134,880
2015-05-26 2015-05-26 S Sale LOGUE DENNIS E Non-Executive Director
2,700 -5.0%
48.30
US$130,410 		2,700 -5.0% 48.30 US$130,410
2014-12-22 2014-12-19 S Sale Avery Michael L

President

Officer
10,000 -3.8%
48.96
US$489,600 		10,000 -3.8% 48.96 US$489,600
2014-09-15 2014-09-11 S Sale KOSLOFF ALAN W Non-Executive Director
60 -0.1%
53.99
US$3,239 		60 -0.1% 53.99 US$3,239
2014-09-04 2014-09-03 S Sale CLOUSE MELISSA A

VP, Controller & PAO

Officer
1,298 -13.4%
56.83
US$73,765 		1,298 -13.4% 56.83 US$73,765
2014-05-21 2014-05-20 S Sale BUTCH THOMAS W

EVP & Chief Marketing Officer

Officer
17,217 -4.8%
59.02
US$1,016,182 		17,217 -4.8% 59.02 US$1,016,182
2014-05-05 2014-05-01 S Sale HILLS WENDY J

SVP, General Counsel & Secy.

Officer
6,461 -12.6%
67.97
US$439,180 		6,461 -12.6% 67.97 US$439,180
2014-04-04 2014-03-13 B Purchase Sanders Philip James

SVP & Chief Investment Officer

Officer
61 +0.0%
71.88
US$4,385 		61 +0.0% 71.88 US$4,385
2014-02-07 2014-02-06 S Sale RAINES JAMES M Non-Executive Director
4,143 -24.9%
67.73
US$280,611 		4,143 -24.9% 67.73 US$280,611
2013-12-11 2013-12-10 S Sale Avery Michael L

President

Officer
7,500 -2.6%
63.01
US$472,575 		7,500 -2.6% 63.01 US$472,575
2013-11-22 2013-11-20 S Sale LOGUE DENNIS E Non-Executive Director
7,000 -12.4%
64.74
US$453,146 		7,000 -12.4% 64.74 US$453,146
2013-11-12 2013-11-08 S Sale Sanders Philip James

SVP & Chief Investment Officer

Officer
13,000 -5.4%
63.72
US$828,416 		13,000 -5.4% 63.72 US$828,416
2013-08-14 2013-08-13 S Sale BUTCH THOMAS W

EVP & Chief Marketing Officer

Officer
7,500 -11.4%
51.13
US$383,450 		7,500 -11.4% 51.13 US$383,450
2013-08-14 2013-08-13 S Sale BUTCH THOMAS W

EVP & Chief Marketing Officer

Officer
10,000 -2.7%
51.06
US$510,603 		10,000 -2.7% 51.06 US$510,603
2013-08-12 2013-08-09 S Sale Avery Michael L

President

Officer
10,000 -3.3%
51.30
US$513,000 		10,000 -3.3% 51.30 US$513,000
2013-08-01 2013-08-01 S Sale STROHM MICHAEL D

SVP & Chief Operations Officer

Officer
26,540 -16.2%
52.90
US$1,403,966 		26,540 -16.2% 52.90 US$1,403,966
2013-06-06 2013-06-04 B Purchase SCHULTE DANIEL C

SVP & General Counsel

Officer
61 +0.0%
45.63
US$2,783 		61 +0.0% 45.63 US$2,783
2013-03-26 2013-03-22 S Sale REIMER RONALD C Non-Executive Director
6,371 -39.3%
42.98
US$273,799 		6,371 -39.3% 42.98 US$273,799
2013-03-25 2013-03-22 S Sale KOSLOFF ALAN W Non-Executive Director
9,615 -11.8%
43.17
US$415,089 		9,615 -11.8% 43.17 US$415,089
2013-03-25 2013-03-21 S Sale Avery Michael L

President

Officer
10,000 -3.2%
42.85
US$428,500 		10,000 -3.2% 42.85 US$428,500
2013-03-11 2013-03-08 S Sale LOGUE DENNIS E Non-Executive Director
150 -100.0%
42.33
US$6,350 		150 -100.0% 42.33 US$6,350
2013-02-13 2013-02-11 S Sale STROHM MICHAEL D

SVP & Chief Operations Officer

Officer
12,900 -100.0%
40.94
US$528,135 		12,900 -100.0% 40.94 US$528,135
2013-02-13 2013-02-11 S Sale STROHM MICHAEL D

SVP & Chief Operations Officer

Officer
25,440 -100.0%
40.98
US$1,042,414 		25,440 -100.0% 40.98 US$1,042,414
2013-01-31 2013-01-31 S Sale SCHULTE DANIEL C

SVP & General Counsel

Officer
27,001 -16.5%
39.40
US$1,063,839 		27,001 -16.5% 39.40 US$1,063,839
2013-01-31 2013-01-31 S Sale RAINES JAMES M Non-Executive Director
4,953 -25.2%
39.28
US$194,554 		4,953 -25.2% 39.28 US$194,554
2012-12-26 2012-12-24 S Sale REIMER RONALD C Non-Executive Director
5,000 -24.7%
35.39
US$176,962 		5,000 -24.7% 35.39 US$176,962
2012-12-26 2012-12-14 S Sale STROHM MICHAEL D

SVP & Chief Operations Officer

Officer
11,300 -46.7%
33.25
US$375,725 		11,300 -46.7% 33.25 US$375,725
2012-12-26 2012-12-14 S Sale STROHM MICHAEL D

SVP & Chief Operations Officer

Officer
19,571 -43.2%
33.25
US$650,740 		19,571 -43.2% 33.25 US$650,740
2012-09-19 2012-09-18 B Purchase BLOSS BRENT K

SVP-Finance & Treasurer

Officer
38 +0.1%
33.50
US$1,273 		38 +0.1% 33.50 US$1,273
2012-06-21 2012-06-19 S Sale SCHULTE DANIEL C

SVP & General Counsel

Officer
9,500 -6.4%
30.35
US$288,293 		9,500 -6.4% 30.35 US$288,293
2012-05-08 2012-05-07 S Sale BLOSS BRENT K

SVP-Finance & Treasurer

Officer
7,386 -12.7%
33.40
US$246,678 		7,386 -12.7% 33.40 US$246,678
2012-03-20 2012-03-19 S Sale SCHULTE DANIEL C

SVP & General Counsel

Officer
500 -0.3%
33.00
US$16,500 		500 -0.3% 33.00 US$16,500
2012-03-13 2012-03-13 S Sale SCHULTE DANIEL C

SVP & General Counsel

Officer
1,254 -0.8%
32.15
US$40,316 		1,254 -0.8% 32.15 US$40,316
2012-03-13 2012-03-12 S Sale SCHULTE DANIEL C

SVP & General Counsel

Officer
3,746 -2.4%
32.00
US$119,872 		3,746 -2.4% 32.00 US$119,872
2012-02-21 2012-02-17 S Sale SCHULTE DANIEL C

SVP & General Counsel

Officer
5,000 -3.2%
31.33
US$156,635 		5,000 -3.2% 31.33 US$156,635
2012-02-14 2012-02-10 S Sale RAINES JAMES M Non-Executive Director
4,541 -21.9%
30.10
US$136,679 		4,541 -21.9% 30.10 US$136,679
2012-02-07 2012-02-06 S Sale SCHULTE DANIEL C

SVP & General Counsel

Officer
3,098 -1.9%
30.00
US$92,940 		3,098 -1.9% 30.00 US$92,940
2012-02-07 2012-02-03 S Sale BLOSS BRENT K

SVP-Finance & Treasurer

Officer
5,562 -12.0%
29.56
US$164,407 		5,562 -12.0% 29.56 US$164,407
2011-05-06 2011-05-04 S Sale RAINES JAMES M Non-Executive Director
1,916 -10.4%
39.33
US$75,356 		1,916 -10.4% 39.33 US$75,356
2011-03-18 2011-03-16 S Sale LOGUE DENNIS E Non-Executive Director
5,000 -9.4%
38.34
US$191,700 		5,000 -9.4% 38.34 US$191,700
2011-02-18 2011-02-16 S Sale STROHM MICHAEL D

SVP & Chief Operations Officer

Officer
21,000 -100.0%
41.76
US$877,048 		21,000 -100.0% 41.76 US$877,048
2011-02-04 2011-02-02 S Sale SCHULTE DANIEL C

SVP & General Counsel

Officer
20,169 -13.2%
37.10
US$748,215 		20,169 -13.2% 37.10 US$748,215
2011-02-04 2011-02-02 S Sale RAINES JAMES M Non-Executive Director
3,791 -17.0%
37.14
US$140,780 		3,791 -17.0% 37.14 US$140,780
2010-12-03 2010-12-01 S Sale ROGERS WILLIAM L Non-Executive Director
13,998 -16.2%
31.92
US$446,860 		13,998 -16.2% 31.92 US$446,860
2010-11-22 2010-11-18 S Sale ROGERS WILLIAM L Non-Executive Director
12,420 -14.7%
31.03
US$385,353 		12,420 -14.7% 31.03 US$385,353
2010-11-05 2010-11-04 S Sale BLOSS BRENT K

SVP-Finance & Treasurer

Officer
3,352 -9.5%
30.97
US$103,816 		3,352 -9.5% 30.97 US$103,816
2010-11-05 2010-11-03 S Sale BLOSS BRENT K

SVP-Finance & Treasurer

Officer
2,583 -6.8%
30.15
US$77,890 		2,583 -6.8% 30.15 US$77,890
2010-09-16 2010-09-15 S Sale Avery Michael L

SVP & Chief Investment Officer

Officer
10,000 -4.1%
27.36
US$273,600 		10,000 -4.1% 27.36 US$273,600
2010-06-23 2010-06-22 S Sale HERRMANN HENRY J

Chief Executive Officer

Executive Director
100,000 -9.5%
24.55
US$2,455,000 		100,000 -9.5% 24.55 US$2,455,000
2010-04-30 2010-04-29 S Sale Avery Michael L

SVP & Chief Investment Officer

Officer
8,000 -3.2%
37.96
US$303,680 		8,000 -3.2% 37.96 US$303,680
2010-04-30 2010-04-29 S Sale SCHULTE DANIEL C

SVP & General Counsel

Officer
5,713 -4.5%
38.05
US$217,356 		5,713 -4.5% 38.05 US$217,356
2010-03-19 2010-03-19 S Sale SUNDEEN JOHN E JR

SVP & CAO - Investments

Officer
7,094 -3.5%
34.55
US$245,073 		7,094 -3.5% 34.55 US$245,073
2010-03-17 2010-03-17 S Sale SUNDEEN JOHN E JR

SVP & CAO - Investments

Officer
8,526 -4.0%
34.98
US$298,230 		8,526 -4.0% 34.98 US$298,230
2010-03-17 2010-03-15 S Sale SUNDEEN JOHN E JR

SVP & CAO - Investments

Officer
19,241 -8.4%
34.24
US$658,744 		19,241 -8.4% 34.24 US$658,744
2010-03-15 2010-03-12 S Sale STROHM MICHAEL D

SVP & Chief Operations Officer

Officer
15,002 -41.3%
34.38
US$515,769 		15,002 -41.3% 34.38 US$515,769
2010-03-15 2010-03-12 S Sale STROHM MICHAEL D

SVP & Chief Operations Officer

Officer
15,000 -41.7%
34.38
US$515,700 		15,000 -41.7% 34.38 US$515,700
2010-03-15 2010-03-11 S Sale STROHM MICHAEL D

SVP & Chief Operations Officer

Officer
12,176 -8.5%
34.04
US$414,471 		12,176 -8.5% 34.04 US$414,471
2010-03-12 2010-03-10 S Sale SUNDEEN JOHN E JR

SVP & CAO - Investments

Officer
16,092 -6.5%
34.45
US$554,374 		16,092 -6.5% 34.45 US$554,374
Explore more

More insider trading research around Waddell & Reed Financial Inc

More insider trades in United States
Similar Financials companies with insider activity
More Banking & Investment Services companies with insider activity
More Investment Banking & Investment Services companies with insider activity
Insider trading in North America