Benjamin R Clouse - Net Worth and Insider Trading
Benjamin R Clouse Net Worth
The estimated net worth of Benjamin R Clouse is at least $1 Million dollars as of 2024-04-19. Benjamin R Clouse is the VP and Chief Acct. Officer of Waddell & Reed Financial Inc and owns about 34,172 shares of Waddell & Reed Financial Inc (WDR) stock worth over $853,617. Benjamin R Clouse is also the CFO of CrossFirst Bankshares Inc and owns about 14,900 shares of CrossFirst Bankshares Inc (CFB) stock worth over $179,694. Details can be seen in Benjamin R Clouse's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Benjamin R Clouse has not made any transactions after 2022-07-21 and currently still holds the listed stock(s).
Transaction Summary of Benjamin R Clouse
Benjamin R Clouse Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Benjamin R Clouse owns 2 companies in total, including Waddell & Reed Financial Inc () , and CrossFirst Bankshares Inc () .
Click here to see the complete history of Benjamin R Clouse’s form 4 insider trades.
Insider Ownership Summary of Benjamin R Clouse
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| Waddell & Reed Financial Inc | 2020-03-10 | SVP & CFO | |
| CrossFirst Bankshares Inc | 2022-07-21 | CFO |
Benjamin R Clouse Latest Holdings Summary
Benjamin R Clouse currently owns a total of 2 stocks. Among these stocks, Benjamin R Clouse owns 34,172 shares of Waddell & Reed Financial Inc (WDR) as of August 7, 2017, with a value of $853,617 and a weighting of 82.61%. Benjamin R Clouse also owns 14,900 shares of CrossFirst Bankshares Inc (CFB) as of July 21, 2022, with a value of $179,694 and a weighting of 17.39%.
Latest Holdings of Benjamin R Clouse
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| WDR | Waddell & Reed Financial Inc | 2017-08-07 | 34,172 | 24.98 | 853,617 |
| CFB | CrossFirst Bankshares Inc | 2022-07-21 | 14,900 | 12.06 | 179,694 |
Holding Weightings of Benjamin R Clouse
Benjamin R Clouse Form 4 Trading Tracker
According to the SEC Form 4 filings, Benjamin R Clouse has made a total of 0 transactions in Waddell & Reed Financial Inc (WDR) over the past 5 years. The most-recent trade in Waddell & Reed Financial Inc is the sale of 5,903 shares on August 7, 2017, which brought Benjamin R Clouse around $118,119.
According to the SEC Form 4 filings, Benjamin R Clouse has made a total of 2 transactions in CrossFirst Bankshares Inc (CFB) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in CrossFirst Bankshares Inc is the acquisition of 7,500 shares on July 21, 2022, which cost Benjamin R Clouse around $97,425.
Insider Trading History of Benjamin R Clouse
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Benjamin R Clouse Trading Performance
GuruFocus tracks the stock performance after each of Benjamin R Clouse's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Benjamin R Clouse is 5.07%. GuruFocus also compares Benjamin R Clouse's trading performance to market benchmark return within the same time period. The performance of stocks bought by Benjamin R Clouse within 3 months outperforms 2 times out of 2 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Benjamin R Clouse's insider trading performs compared to the benchmark.
Performance of Benjamin R Clouse
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 3.58 | 5.07 | -9.34 | -10.07 | -14.56 | |
| Relative Return to S&P 500(%) | 1.8 | 8.88 | -3.79 | -8.58 | -10.4 |
Benjamin R Clouse Ownership Network
Ownership Network List of Benjamin R Clouse
Ownership Network Relation of Benjamin R Clouse
Benjamin R Clouse Owned Company Details
What does Waddell & Reed Financial Inc do?
Who are the key executives at Waddell & Reed Financial Inc?
Benjamin R Clouse is the SVP & CFO of Waddell & Reed Financial Inc. Other key executives at Waddell & Reed Financial Inc include SVP & CIO Daniel P Hanson , SVP & GC & CLO and Secretary Mark P. Buyle , and SVP - Wealth Management Shawn M. Mihal .
Waddell & Reed Financial Inc () Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Waddell & Reed Financial Inc () in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Waddell & Reed Financial Inc () were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Waddell & Reed Financial Inc ()'s detailed insider trading history can be found in Insider Trading Tracker table.
Waddell & Reed Financial Inc Insider Transactions
Benjamin R Clouse Mailing Address
Above is the net worth, insider trading, and ownership report for Benjamin R Clouse. You might contact Benjamin R Clouse via mailing address: 11440 Tomahawk Creek Parkway, Leawood Ks 66211.
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