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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 30-Apr-21 5:20 PM View:  | Waddell & Reed Financial Inc. (WDR) | 30-Apr-21 | Disposition | 52,187 | -- | -- | (100%) 52.19K to 0 | |
| 03-Jan-20 5:46 PM View: | Waddell & Reed Financial Inc. (WDR) | 02-Jan-20 | Grant | 7,504 | -- | -- | 17% 44.68K to 52.19K | |
| 03-Jan-20 5:46 PM View: | Waddell & Reed Financial Inc. (WDR) | 02-Jan-20 | Gift | 7,504 | -- | -- | 14% 52.19K to 59.69K | |
| 03-Jan-20 5:46 PM View: | Waddell & Reed Financial Inc. (WDR) | 02-Jan-20 | Gift | 7,504 | -- | -- | (13%) 59.69K to 52.19K | |
| 03-Jan-19 6:48 PM View: | Waddell & Reed Financial Inc. (WDR) | 02-Jan-19 | Grant | 6,922 | -- | -- | 18% 37.76K to 44.68K | |
| 03-Jan-19 6:48 PM View: | Waddell & Reed Financial Inc. (WDR) | 02-Jan-19 | Gift | 6,922 | -- | -- | 15% 44.68K to 51.6K | |
| 03-Jan-19 6:48 PM View: | Waddell & Reed Financial Inc. (WDR) | 02-Jan-19 | Gift | 6,922 | -- | -- | (13%) 51.6K to 44.68K | |
| 03-Jan-18 6:32 PM View: | Waddell & Reed Financial Inc. (WDR) | 02-Jan-18 | Grant | 5,734 | -- | -- | 18% 32.03K to 37.76K | |
| 03-Jan-18 6:32 PM View: | Waddell & Reed Financial Inc. (WDR) | 02-Jan-18 | Gift | 5,734 | -- | -- | 15% 37.76K to 43.49K | |
| 03-Jan-18 6:32 PM View: | Waddell & Reed Financial Inc. (WDR) | 02-Jan-18 | Gift | 5,734 | -- | -- | (13%) 43.49K to 37.76K | |
| 04-Jan-17 4:59 PM View: | Waddell & Reed Financial Inc. (WDR) | 03-Jan-17 | Grant | 6,254 | -- | -- | 24% 25.77K to 32.03K | |
| 04-Jan-17 4:59 PM View: | Waddell & Reed Financial Inc. (WDR) | 03-Jan-17 | Gift | 6,254 | -- | -- | 20% 32.03K to 38.28K | |
| 04-Jan-17 4:59 PM View: | Waddell & Reed Financial Inc. (WDR) | 03-Jan-17 | Gift | 6,254 | -- | -- | (16%) 38.28K to 32.03K | |
| 05-Jan-16 6:14 PM View: | Waddell & Reed Financial Inc. (WDR) | 04-Jan-16 | Grant | 4,421 | -- | -- | 21% 21.35K to 25.77K | |
| 05-Jan-16 6:14 PM View: | Waddell & Reed Financial Inc. (WDR) | 04-Jan-16 | Gift | 4,421 | -- | -- | 17% 25.77K to 30.19K | |
| 05-Jan-16 6:14 PM View: | Waddell & Reed Financial Inc. (WDR) | 04-Jan-16 | Gift | 4,421 | -- | -- | (15%) 30.19K to 25.77K | |
| 14-Dec-15 9:27 AM View: | Ferrellgas Partners LP (NONE) | 11-Dec-15 | Market Purchase | 2,000 | $15.29 | $30,578.60 | 50% 4.0K to 6.0K | (91%) |
| 05-Jan-15 5:57 PM View: | Waddell & Reed Financial Inc. (WDR) | 02-Jan-15 | Grant | 2,529 | -- | -- | 11% 23.88K to 26.41K | |
| 05-Jan-15 5:57 PM View: | Waddell & Reed Financial Inc. (WDR) | 02-Jan-15 | Gift | 2,529 | -- | -- | (10%) 26.41K to 23.88K | |
| 02-Jan-15 12:27 PM View: | Westar Energy Inc. (WR) | 02-Jan-15 | Grant | 1,439 | -- | -- | 6% 23.9K to 25.34K | |
| 05-Jan-15 5:57 PM View: | Waddell & Reed Financial Inc. (WDR) | 24-Oct-14 | Gift | 3,598 | -- | -- | 19% 18.82K to 22.42K | |
| 05-Jan-15 5:57 PM View: | Waddell & Reed Financial Inc. (WDR) | 24-Oct-14 | Gift | 3,598 | -- | -- | (16%) 22.42K to 18.82K | |
| 06-Jan-14 5:51 PM View: | Waddell & Reed Financial Inc. (WDR) | 02-Jan-14 | Grant | 1,931 | -- | -- | 11% 16.89K to 18.82K | |
| 03-Jan-14 5:00 PM View: | Westar Energy Inc. (WR) | 02-Jan-14 | Grant | 1,863 | -- | -- | 8% 22.04K to 23.9K | |
| 13-Feb-13 5:47 PM View: | Waddell & Reed Financial Inc. (WDR) | 11-Jan-13 | Gift | 3,459 | -- | -- | 20% 16.89K to 20.35K | |
| 13-Feb-13 5:47 PM View: | Waddell & Reed Financial Inc. (WDR) | 11-Jan-13 | Gift | 3,459 | -- | -- | (17%) 20.35K to 16.89K | |
| 04-Jan-13 5:22 PM View: | Waddell & Reed Financial Inc. (WDR) | 02-Jan-13 | Grant | 3,459 | -- | -- | 26% 13.43K to 16.89K | |
| 02-Jan-13 3:43 PM View: | Westar Energy Inc. (WR) | 02-Jan-13 | Grant | 2,120 | -- | -- | 11% 19.92K to 22.04K | |
| 13-Feb-13 5:47 PM View: | Waddell & Reed Financial Inc. (WDR) | 11-Dec-12 | Gift | 11,766 | -- | -- | 88% 13.43K to 25.2K | |
| 13-Feb-13 5:47 PM View: | Waddell & Reed Financial Inc. (WDR) | 11-Dec-12 | Gift | 11,766 | -- | -- | (47%) 25.2K to 13.43K | |
| 04-Jan-12 5:53 PM View: | Waddell & Reed Financial Inc. (WDR) | 03-Jan-12 | Grant | 4,946 | -- | -- | 58% 8.49K to 13.43K | |
| 03-Jan-12 2:00 PM View: | Westar Energy Inc. (WR) | 03-Jan-12 | Grant | 2,000 | -- | -- | 11% 17.92K to 19.92K | |
| 27-Jul-11 2:06 PM View: | Ferrellgas Partners LP (NONE) | 27-Jul-11 | Market Purchase | 1,000 | $20.20 | $20,200.00 | 33% 3.0K to 4.0K | (90%) |
| 04-Jan-11 6:13 PM View: | Waddell & Reed Financial Inc. (WDR) | 03-Jan-11 | Grant | 3,487 | -- | -- | 70% 5.0K to 8.49K | |
| 05-Jan-11 11:11 AM View: | Westar Energy Inc. (WR) | 03-Jan-11 | Grant | 2,000 | -- | -- | 13% 15.92K to 17.92K | |
| 05-Jan-10 6:34 PM View: | Westar Energy Inc. (WR) | 04-Jan-10 | Grant | 2,000 | -- | -- | 14% 13.92K to 15.92K | |
| 12-Mar-09 8:35 AM View: | Ferrellgas Partners LP (NONE) | 11-Mar-09 | Market Purchase | 2,000 | $12.35 | $24,700.00 | 200% 1.0K to 3.0K | (79%) |
| 05-Jan-09 1:57 PM View: | Westar Energy Inc. (WR) | 02-Jan-09 | Grant | 2,000 | -- | -- | 17% 11.92K to 13.92K | |
| 03-Jan-08 2:44 PM View: | Westar Energy Inc. (WR) | 02-Jan-08 | Grant | 2,000 | -- | -- | 20% 9.92K to 11.92K | |
| 03-Jan-07 4:01 PM View: | Westar Energy Inc. (WR) | 02-Jan-07 | Grant | 2,000 | -- | -- | 25% 7.92K to 9.92K | |
| 05-Jan-06 10:00 PM View: | Westar Energy Inc. (WR) | 03-Jan-06 | Grant | 2,000 | -- | -- | 34% 5.92K to 7.92K | |
| 04-Jan-05 6:17 PM View: | Westar Energy Inc. (WR) | 03-Jan-05 | Grant | 2,000 | -- | -- | 51% 3.92K to 5.92K | |
| 09-Jul-04 5:01 PM View: | Ferrellgas Partners LP (NONE) | 09-Jul-04 | Market Purchase | 225 | $22.00 | $4,950.00 | 29% 0.78K to 1.0K | (87%) |
| 06-Jan-04 10:00 PM View: | Westar Energy Inc. (WR) | 02-Jan-04 | Grant | 1,850 | -- | -- | 89% 2.07K to 3.92K |