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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 30-Apr-21 5:21 PM View:  | Waddell & Reed Financial Inc. (WDR) | 30-Apr-21 | Disposition | 59,083 | -- | -- | (100%) 59.08K to 0 | |
| 12-Mar-21 5:40 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Mar-21 | Payment of Exercise | 2,422 | $25.02 | $60,598.40 | (4%) 61.51K to 59.08K | (< 1%) |
| 12-Jan-21 6:08 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-21 | Disposition | 1,973 | $25.03 | $49,384.20 | (3%) 64.16K to 62.19K | (< 1%) |
| 12-Jan-21 6:08 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-21 | Payment of Exercise | 683 | $25.03 | $17,095.50 | (1%) 62.19K to 61.51K | (< 1%) |
| 12-Jan-21 6:08 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-21 | Option Exercise | 1,973 | -- | -- | 3% 62.19K to 64.16K | |
| 05-Jan-21 4:54 PM View: | Waddell & Reed Financial Inc. (WDR) | 31-Dec-20 | Payment of Exercise | 3,066 | $25.47 | $78,091.00 | (5%) 65.25K to 62.19K | (< 1%) |
| 12-Mar-20 5:10 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Mar-20 | Grant | 33,100 | -- | -- | 103% 32.15K to 65.25K | |
| 14-Jan-20 5:41 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-20 | Disposition | 1,974 | $16.56 | $32,689.40 | (6%) 34.81K to 32.84K | (46%) |
| 14-Jan-20 5:41 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-20 | Payment of Exercise | 683 | $16.56 | $11,310.50 | (2%) 32.84K to 32.15K | (46%) |
| 14-Jan-20 5:41 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-20 | Option Exercise | 1,974 | -- | -- | 6% 32.84K to 34.81K | |
| 03-Jan-20 5:51 PM View: | Waddell & Reed Financial Inc. (WDR) | 31-Dec-19 | Payment of Exercise | 2,029 | $16.72 | $33,924.90 | (6%) 34.87K to 32.84K | (42%) |
| 11-Jan-19 5:40 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-19 | Disposition | 1,974 | $17.77 | $35,078.00 | (5%) 37.52K to 35.55K | (32%) |
| 11-Jan-19 5:40 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-19 | Payment of Exercise | 683 | $17.77 | $12,136.90 | (2%) 35.55K to 34.87K | (32%) |
| 11-Jan-19 5:40 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-19 | Option Exercise | 1,974 | -- | -- | 6% 35.55K to 37.52K | |
| 03-Jan-19 6:44 PM View: | Waddell & Reed Financial Inc. (WDR) | 31-Dec-18 | Grant | 27,655 | $18.08 | $500,002.00 | 350% 7.89K to 35.55K | 31% |