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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 30-Jul-24 4:42 PM View:  | Crossfirst Bankshares, Inc. (CFB) | 28-Jul-24 | Payment of Exercise | 490 | $18.68 | $9,153.20 | (2%) 23.25K to 22.76K | |
| 30-Jul-24 4:42 PM View: | Crossfirst Bankshares, Inc. (CFB) | 28-Jul-24 | Option Exercise | 1,667 | -- | -- | 8% 21.59K to 23.25K | |
| 04-Mar-24 5:54 PM View: | Crossfirst Bankshares, Inc. (CFB) | 01-Mar-24 | Payment of Exercise | 786 | $12.69 | $9,974.34 | (4%) 22.37K to 21.59K | |
| 04-Mar-24 5:54 PM View: | Crossfirst Bankshares, Inc. (CFB) | 01-Mar-24 | Option Exercise | 2,675 | -- | -- | 14% 19.7K to 22.37K | |
| 27-Feb-24 2:18 PM View: | Crossfirst Bankshares, Inc. (CFB) | 24-Feb-24 | Payment of Exercise | 623 | $13.12 | $8,173.76 | (2%) 30.32K to 29.7K | |
| 27-Feb-24 2:18 PM View: | Crossfirst Bankshares, Inc. (CFB) | 24-Feb-24 | Option Exercise | 1,797 | -- | -- | 6% 28.52K to 30.32K | |
| 31-Jul-23 5:44 PM View: | Crossfirst Bankshares, Inc. (CFB) | 28-Jul-23 | Payment of Exercise | 489 | $11.81 | $5,775.09 | (3%) 19.01K to 18.52K | |
| 31-Jul-23 5:44 PM View: | Crossfirst Bankshares, Inc. (CFB) | 28-Jul-23 | Option Exercise | 1,666 | -- | -- | 10% 17.34K to 19.01K | |
| 31-Mar-23 5:56 PM View: | Crossfirst Bankshares, Inc. (CFB) | 29-Mar-23 | Grant | 105 | $1,000.00 | $105,000.00 | 100% 0 to 0.1K | |
| 28-Feb-23 4:13 PM View: | Crossfirst Bankshares, Inc. (CFB) | 24-Feb-23 | Payment of Exercise | 528 | $14.45 | $7,629.60 | (3%) 17.87K to 17.34K | |
| 28-Feb-23 4:13 PM View: | Crossfirst Bankshares, Inc. (CFB) | 24-Feb-23 | Option Exercise | 1,796 | -- | -- | 11% 16.08K to 17.87K | |
| 29-Jul-22 4:15 PM View: | Crossfirst Bankshares, Inc. (CFB) | 28-Jul-22 | Payment of Exercise | 490 | $13.76 | $6,742.40 | (3%) 16.57K to 16.08K | |
| 29-Jul-22 4:15 PM View: | Crossfirst Bankshares, Inc. (CFB) | 28-Jul-22 | Option Exercise | 1,667 | $13.76 | $22,937.90 | 11% 14.9K to 16.57K | |
| 22-Jul-22 4:15 PM View: | Crossfirst Bankshares, Inc. (CFB) | 21-Jul-22 | Private Purchase | 7,500 | $12.99 | $97,425.00 | 101% 7.4K to 14.9K | |
| 02-Nov-21 12:13 PM View: | Crossfirst Bankshares, Inc. (CFB) | 01-Nov-21 | Market Purchase | 7,400 | $14.49 | $107,226.00 | 100% 0 to 7.4K | < 1% |
| 30-Apr-21 5:08 PM View: | Waddell & Reed Financial Inc. (WDR) | 30-Apr-21 | Disposition | 105,280 | -- | -- | (98%) 107.87K to 2.59K | |
| 30-Apr-21 5:08 PM View: | Waddell & Reed Financial Inc. (WDR) | 30-Apr-21 | Disposition | 2,588 | -- | -- | (100%) 2.59K to 0 | |
| 12-Mar-21 5:31 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Mar-21 | Payment of Exercise | 3,221 | $25.02 | $80,589.40 | (3%) 111.09K to 107.87K | (< 1%) |
| 05-Jan-21 4:55 PM View: | Waddell & Reed Financial Inc. (WDR) | 31-Dec-20 | Payment of Exercise | 8,477 | $25.47 | $215,909.00 | (7%) 119.57K to 111.09K | (< 1%) |
| 12-Mar-20 5:08 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Mar-20 | Grant | 42,835 | -- | -- | 56% 76.73K to 119.57K | |
| 03-Jan-20 5:49 PM View: | Waddell & Reed Financial Inc. (WDR) | 31-Dec-19 | Payment of Exercise | 6,635 | $16.72 | $110,937.00 | (8%) 83.37K to 76.73K | (42%) |
| 03-Jan-19 6:43 PM View: | Waddell & Reed Financial Inc. (WDR) | 31-Dec-18 | Grant | 38,717 | -- | -- | 73% 52.88K to 91.6K | |
| 03-Jan-19 6:43 PM View: | Waddell & Reed Financial Inc. (WDR) | 31-Dec-18 | Payment of Exercise | 3,794 | $18.08 | $68,595.50 | (4%) 91.6K to 87.8K | (31%) |
| 11-Jan-19 10:00 PM View: | Waddell & Reed Financial Inc. (WDR) | 13-Apr-18 | Disposition | 4,436 | -- | -- | (63%) 7.02K to 2.59K | |
| 04-Apr-18 5:46 PM View: | Waddell & Reed Financial Inc. (WDR) | 02-Apr-18 | Payment of Exercise | 657 | $19.46 | $12,785.20 | (1%) 53.54K to 52.88K | (18%) |
| 12-Jan-18 6:07 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-18 | Disposition | 325 | $22.17 | $7,205.25 | (< 1%) 53.98K to 53.66K | (3%) |
| 12-Jan-18 6:07 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-18 | Payment of Exercise | 122 | $22.17 | $2,704.74 | (< 1%) 53.66K to 53.54K | (3%) |
| 12-Jan-18 6:07 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-18 | Option Exercise | 325 | -- | -- | < 1% 53.66K to 53.98K | |
| 03-Jan-18 6:25 PM View: | Waddell & Reed Financial Inc. (WDR) | 31-Dec-17 | Grant | 22,382 | -- | -- | 65% 34.17K to 56.55K | |
| 03-Jan-18 6:25 PM View: | Waddell & Reed Financial Inc. (WDR) | 31-Dec-17 | Payment of Exercise | 524 | $22.34 | $11,706.20 | (< 1%) 56.55K to 56.03K | (1%) |
| 03-Jan-18 6:25 PM View: | Waddell & Reed Financial Inc. (WDR) | 31-Dec-17 | Payment of Exercise | 2,372 | $22.34 | $52,990.50 | (4%) 56.03K to 53.66K | (1%) |
| 09-Aug-17 5:18 PM View: | Waddell & Reed Financial Inc. (WDR) | 07-Aug-17 | Market Sale | 5,903 | $20.01 | $118,141.00 | (15%) 40.08K to 34.17K | (10%) |
| 04-Apr-17 4:53 PM View: | Waddell & Reed Financial Inc. (WDR) | 02-Apr-17 | Payment of Exercise | 739 | $17.00 | $12,563.00 | (2%) 40.81K to 40.08K | (31%) |
| 12-Jan-17 5:52 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-17 | Grant | 1,299 | -- | -- | 3% 39.52K to 40.81K | |
| 04-Jan-17 4:25 PM View: | Waddell & Reed Financial Inc. (WDR) | 31-Dec-16 | Grant | 15,377 | -- | -- | 70% 21.96K to 37.34K | |
| 04-Jan-17 4:25 PM View: | Waddell & Reed Financial Inc. (WDR) | 31-Dec-16 | Payment of Exercise | 519 | $19.51 | $10,125.70 | (1%) 37.34K to 36.82K | (16%) |
| 12-Jan-17 5:52 PM View: | Waddell & Reed Financial Inc. (WDR) | 18-Apr-16 | Grant | 2,695 | -- | -- | 7% 36.82K to 39.52K | |
| 05-Apr-16 6:06 PM View: | Waddell & Reed Financial Inc. (WDR) | 02-Apr-16 | Payment of Exercise | 1,079 | $23.70 | $25,572.30 | (5%) 23.04K to 21.96K | (3%) |