The estimated Net Worth of Alan W Kosloff is at least $2.68 Millón dollars as of 12 September 2018. Alan Kosloff owns over 19,614 units of Waddell & Reed stock worth over $1,001,123 and over the last 21 years Alan sold WDR stock worth over $1,682,180.
Alan has made over 5 trades of the Waddell & Reed stock since 2009, according to the Form 4 filled with the SEC. Most recently Alan sold 19,614 units of WDR stock worth $400,518 on 12 September 2018.
The largest trade Alan's ever made was selling 25,076 units of Waddell & Reed stock on 3 August 2017 worth over $486,474. On average, Alan trades about 2,724 units every 129 days since 2003. As of 12 September 2018 Alan still owns at least 40,077 units of Waddell & Reed stock.
You can see the complete history of Alan Kosloff stock trades at the bottom of the page.
Alan's mailing address filed with the SEC is 6300 LAMAR AVENUE, , OVERLAND PARK, KS, 66202.
Over the last 24 years, insiders at Waddell & Reed have traded over $43,564,055 worth of Waddell & Reed stock and bought 16,270 units worth $403,978 . The most active insiders traders include Henry J Herrmann, Jerry W Walton y Keith A Tucker. On average, Waddell & Reed executives and independent directors trade stock every 46 days with the average trade being worth of $510,541. The most recent stock trade was executed by Amy J. Scupham on 10 January 2021, trading 2,426 units of WDR stock currently worth $60,601.
Through its subsidiaries, Waddell & Reed Financial, Inc. has provided investment management and wealth management services to clients throughout the United States since 1937. Today, Waddell & Reed distributes its investment products through the unaffiliated channel under the IVY INVESTMENTS® brand (encompassing broker/dealer, retirement, and registered investment advisors), its wealth management channel (through independent financial advisors associated with WADDELL & REED, INC.), and its institutional channel (including defined benefit plans, pension plans, endowments and subadvisory relationships).
Waddell & Reed executives and other stock owners filed with the SEC include: