The estimated Net Worth of Brent K Bloss is at least 4.07 百万$ dollars as of 3 May 2013. Mr. Bloss owns over 9,763 units of Waddell & Reed stock worth over 1,541,366$ and over the last 19 years he sold WDR stock worth over 1,115,344$. In addition, he makes 1,415,990$ as President、 Chief Operating Officer、 Executive Vice President at Waddell & Reed.
Brent has made over 7 trades of the Waddell & Reed stock since 2007, according to the Form 4 filled with the SEC. Most recently he sold 9,763 units of WDR stock worth 423,909$ on 3 May 2013.
The largest trade he's ever made was selling 9,763 units of Waddell & Reed stock on 3 May 2013 worth over 423,909$. On average, Brent trades about 991 units every 69 days since 2006. As of 3 May 2013 he still owns at least 61,704 units of Waddell & Reed stock.
You can see the complete history of Mr. Bloss stock trades at the bottom of the page.
Brent K. Bloss serves as President, Chief Operating Officer, Executive Vice President of the Company. Mr. Bloss served as Senior Vice President, Chief Financial Officer and Treasurer of the Company from March 2014 to February 2018. Prior thereto, Mr. Bloss was Senior Vice President – Finance and Principal Accounting Officer of the Company since July 2007 and Treasurer of the Company since January 2006. Previously, he served as Vice President of the Company from April 2004 to July 2007, as Assistant Treasurer of the Company from January 2002 to January 2006, and as Assistant Vice President from January 2002 to April 2004. From September 1995 to December 2001, he served in various roles in the audit practice of KPMG. Mr. Bloss joined the Company in January 2002.
As the President、 Chief Operating Officer、 Executive Vice President of Waddell & Reed, the total compensation of Brent Bloss at Waddell & Reed is 1,415,990$. There are 3 executives at Waddell & Reed getting paid more, with Daniel Hanson having the highest compensation of 3,292,080$.
Brent Bloss is 51, he's been the President、 Chief Operating Officer、 Executive Vice President of Waddell & Reed since 2020. There are 8 older and 6 younger executives at Waddell & Reed. The oldest executive at Waddell & Reed Financial, Inc. is Dennis Logue, 76, who is the Independent Director.
Brent's mailing address filed with the SEC is 6300 LAMAR AVENUE, , OVERLAND PARK, KS, 66202.
Over the last 24 years, insiders at Waddell & Reed have traded over 43,564,055$ 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、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: