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 2025-05-08. 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 final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Sundeen John E Jr has not made any transactions after 2017-12-21 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Sundeen John E Jr
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 | Company | 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 $7 Million.
Latest Holdings of Sundeen John E Jr
| Ticker | Company | Latest Transaction Date | Shares Owned | Current Price ($) | 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
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Sundeen John E Jr Trading Performance
Sundeen John E Jr Ownership Network
Ownership Network List of Sundeen John E Jr
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.
Waddell & Reed Financial Inc Insider Transactions
Sundeen John E Jr Mailing Address
Above is the net worth, insider trading, and ownership report for Sundeen John E Jr. Based on the public information released on the U.S. Securities and Exchange Commission (SEC) website, Sundeen John E Jr's mailing address is: Overland Park Ks 66202.
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