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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 30-Apr-21 5:19 PM View:  | Waddell & Reed Financial Inc. (WDR) | 30-Apr-21 | Disposition | 86,578 | -- | -- | (100%) 86.58K to 0 | |
| 12-Mar-21 5:39 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Mar-21 | Payment of Exercise | 3,000 | $25.02 | $75,060.00 | (3%) 89.58K to 86.58K | (< 1%) |
| 12-Jan-21 6:07 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-21 | Disposition | 4,441 | $25.03 | $111,158.00 | (5%) 95.56K to 91.12K | (< 1%) |
| 12-Jan-21 6:07 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-21 | Payment of Exercise | 1,538 | $25.03 | $38,496.10 | (2%) 91.12K to 89.58K | (< 1%) |
| 12-Jan-21 6:07 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-21 | Option Exercise | 4,441 | -- | -- | 5% 91.12K to 95.56K | |
| 05-Jan-21 4:54 PM View: | Waddell & Reed Financial Inc. (WDR) | 31-Dec-20 | Payment of Exercise | 3,986 | $25.47 | $101,523.00 | (4%) 95.1K to 91.12K | (< 1%) |
| 06-Apr-20 5:04 PM View: | Waddell & Reed Financial Inc. (WDR) | 02-Apr-20 | Payment of Exercise | 768 | $11.30 | $8,678.40 | (< 1%) 95.87K to 95.1K | (114%) |
| 12-Mar-20 5:10 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Mar-20 | Grant | 40,888 | -- | -- | 74% 54.98K to 95.87K | |
| 14-Jan-20 5:41 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-20 | Disposition | 4,442 | $16.56 | $73,559.50 | (7%) 60.96K to 56.52K | (46%) |
| 14-Jan-20 5:41 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-20 | Payment of Exercise | 1,538 | $16.56 | $25,469.30 | (3%) 56.52K to 54.98K | (46%) |
| 14-Jan-20 5:41 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-20 | Option Exercise | 4,442 | -- | -- | 8% 56.52K to 60.96K | |
| 03-Jan-20 5:50 PM View: | Waddell & Reed Financial Inc. (WDR) | 31-Dec-19 | Payment of Exercise | 2,637 | $16.72 | $44,090.60 | (4%) 59.16K to 56.52K | (42%) |
| 04-Apr-19 5:27 PM View: | Waddell & Reed Financial Inc. (WDR) | 02-Apr-19 | Payment of Exercise | 768 | $17.43 | $13,386.20 | (1%) 59.92K to 59.16K | (34%) |
| 11-Jan-19 5:40 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-19 | Disposition | 4,443 | $17.77 | $78,952.10 | (7%) 65.91K to 61.46K | (32%) |
| 11-Jan-19 5:40 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-19 | Payment of Exercise | 1,539 | $17.77 | $27,348.00 | (3%) 61.46K to 59.92K | (32%) |
| 11-Jan-19 5:40 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-19 | Option Exercise | 4,443 | -- | -- | 7% 61.46K to 65.91K | |
| 03-Jan-19 6:44 PM View: | Waddell & Reed Financial Inc. (WDR) | 31-Dec-18 | Grant | 35,952 | $18.08 | $650,012.00 | 141% 25.51K to 61.46K | 31% |