Sundeen John E Jr - Net Worth and Insider Trading

Sundeen John E Jr Net Worth

The estimated net worth of Sundeen John E Jr is at least $7 Million dollars as of 2024-04-25. Sundeen John E Jr is the SVP & CAO - Investments of Waddell & Reed Financial Inc and owns about 270,437 shares of Waddell & Reed Financial Inc (WDR) stock worth over $7 Million. Details can be seen in Sundeen John E Jr's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Sundeen John E Jr has not made any transactions after 2017-12-21 and currently still holds the listed stock(s).

Transaction Summary of Sundeen John E Jr

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Sundeen John E Jr Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Sundeen John E Jr owns 2 companies in total, including Waddell & Reed Financial Inc (WDR) , and Ivy High Income Opportunities Fund (IVH) .

Click here to see the complete history of Sundeen John E Jr’s form 4 insider trades.

Insider Ownership Summary of Sundeen John E Jr

Ticker Comapny Transaction Date Type of Owner
WDR Waddell & Reed Financial Inc 2017-12-31 SVP & CAO - Investments
IVH Ivy High Income Opportunities Fund 2014-01-03 other: CAO & EVP of Inv. Adviser

Sundeen John E Jr Latest Holdings Summary

Sundeen John E Jr currently owns a total of 1 stock. Sundeen John E Jr owns 270,437 shares of Waddell & Reed Financial Inc (WDR) as of December 21, 2017, with a value of $7 Million.

Latest Holdings of Sundeen John E Jr

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
WDR Waddell & Reed Financial Inc 2017-12-21 270,437 24.98 6,755,516

Holding Weightings of Sundeen John E Jr


Sundeen John E Jr Form 4 Trading Tracker

According to the SEC Form 4 filings, Sundeen John E Jr 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 45,168 shares on December 21, 2017, which brought Sundeen John E Jr around $1 Million.

Insider Trading History of Sundeen John E Jr

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Sundeen John E Jr Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Sundeen John E Jr Ownership Network

Ownership Network List of Sundeen John E Jr

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Ownership Network Relation of Sundeen John E Jr


Sundeen John E Jr Owned Company Details

What does Waddell & Reed Financial Inc do?

Who are the key executives at Waddell & Reed Financial Inc?

Sundeen John E Jr is the SVP & CAO - Investments 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 (WDR) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Waddell & Reed Financial Inc (WDR) 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 (WDR) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Waddell & Reed Financial Inc (WDR)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Waddell & Reed Financial Inc Insider Transactions

No Available Data

Sundeen John E Jr Mailing Address

Above is the net worth, insider trading, and ownership report for Sundeen John E Jr. You might contact Sundeen John E Jr via mailing address: 6300 Lamar Avenue, Overland Park Ks 66202.

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