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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 30-Apr-21 5:07 PM View:  | Waddell & Reed Financial Inc. (WDR) | 30-Apr-21 | Disposition | 86,973 | -- | -- | (100%) 86.97K to 0 | |
| 12-Mar-21 5:30 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Mar-21 | Payment of Exercise | 2,143 | $25.02 | $53,617.90 | (2%) 89.12K to 86.97K | (< 1%) |
| 12-Jan-21 6:05 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-21 | Disposition | 3,032 | $25.03 | $75,891.00 | (3%) 93.2K to 90.17K | (< 1%) |
| 12-Jan-21 6:05 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-21 | Payment of Exercise | 1,050 | $25.03 | $26,281.50 | (1%) 90.17K to 89.12K | (< 1%) |
| 12-Jan-21 6:05 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-21 | Option Exercise | 3,032 | -- | -- | 3% 90.17K to 93.2K | |
| 05-Jan-21 4:55 PM View: | Waddell & Reed Financial Inc. (WDR) | 31-Dec-20 | Payment of Exercise | 2,759 | $25.47 | $70,271.70 | (3%) 92.92K to 90.17K | (< 1%) |
| 06-Apr-20 5:04 PM View: | Waddell & Reed Financial Inc. (WDR) | 02-Apr-20 | Payment of Exercise | 1,054 | $11.30 | $11,910.20 | (1%) 93.98K to 92.92K | (114%) |
| 12-Mar-20 5:07 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Mar-20 | Grant | 29,206 | -- | -- | 45% 64.77K to 93.98K | |
| 14-Jan-20 5:39 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-20 | Disposition | 3,033 | $16.56 | $50,226.50 | (4%) 68.86K to 65.82K | (46%) |
| 14-Jan-20 5:39 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-20 | Payment of Exercise | 1,050 | $16.56 | $17,388.00 | (2%) 65.82K to 64.77K | (46%) |
| 14-Jan-20 5:39 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-20 | Option Exercise | 3,033 | -- | -- | 5% 65.82K to 68.86K | |
| 03-Jan-20 5:48 PM View: | Waddell & Reed Financial Inc. (WDR) | 31-Dec-19 | Payment of Exercise | 1,826 | $16.72 | $30,530.70 | (3%) 67.65K to 65.82K | (42%) |
| 04-Apr-19 5:26 PM View: | Waddell & Reed Financial Inc. (WDR) | 02-Apr-19 | Payment of Exercise | 1,512 | $17.43 | $26,354.20 | (2%) 69.16K to 67.65K | (34%) |
| 11-Jan-19 5:39 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-19 | Disposition | 3,033 | $17.77 | $53,896.40 | (4%) 73.24K to 70.21K | (32%) |
| 11-Jan-19 5:39 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-19 | Payment of Exercise | 1,050 | $17.77 | $18,658.50 | (1%) 70.21K to 69.16K | (32%) |
| 11-Jan-19 5:39 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-19 | Option Exercise | 3,033 | -- | -- | 4% 70.21K to 73.24K | |
| 03-Jan-19 6:42 PM View: | Waddell & Reed Financial Inc. (WDR) | 31-Dec-18 | Grant | 24,890 | $18.08 | $450,011.00 | 55% 45.32K to 70.21K | 31% |