4 members of Congress have disclosed 24 trades in WADDELL & REED FINANCIAL INC (WDR) since 2014: 20 purchases worth about $184.51K and 4 sales worth about $56.50K. The most active was Donna E. Shalala, with 1 trade. The latest trade was made on Dec 16, 2019.
| # | Member | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Net | Buys vs SPY | First Traded | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Donna E. ShalalaD-FL | 1 | 0 | 1 | $0.00 | $8.00K | -$8.00K | – | Apr 3, 2019 | Apr 3, 2019 |
| 2 | Michael T. McCaulR-TX | 20 | 19 | 1 | $152.01K | $8.00K | +$144.01K | – | Sep 28, 2018 | Dec 16, 2019 |
| 3 | Martha RobyR-AL | 1 | 0 | 1 | $0.00 | $8.00K | -$8.00K | – | Aug 28, 2018 | Aug 28, 2018 |
| 4 | Curt ClawsonR-FL | 2 | 1 | 1 | $32.50K | $32.50K | $0.00 | – | Aug 6, 2014 | Aug 19, 2014 |
| Owner | Type | Filing | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Donna E. ShalalaD-FL | WDRWaddell & Reed Financial, Inc. | Self | Sell | $1K–$15K | Apr 3, 2019 | Apr 27, 2020 | 390d late | – | – | |
| Michael T. McCaulR-TX | WDRWaddell & Reed Financial, Inc. | Dependent Child | Buy | $1K–$15K | Dec 16, 2019 | Jan 29, 2020 | 44d | – | – | |
| Michael T. McCaulR-TX | WDRWaddell & Reed Financial, Inc. | Dependent Child | Sell | $1K–$15K | Dec 12, 2019 | Jan 29, 2020 | 48d late | – | – | |
| Michael T. McCaulR-TX | WDRWaddell & Reed Financial, Inc. | Dependent Child | Buy | $1K–$15K | Jan 2, 2019 | Feb 25, 2019 | 54d late | – | – | |
| Michael T. McCaulR-TX | WDRWaddell & Reed Financial, Inc. | Spouse | Buy | $1K–$15K | Jan 2, 2019 | Feb 25, 2019 | 54d late | – | – | |
| Michael T. McCaulR-TX | WDRWaddell & Reed Financial, Inc. | Dependent Child | Buy | $1K–$15K | Nov 28, 2018 | Dec 22, 2018 | 24d | – | – | |
| Michael T. McCaulR-TX | WDRWaddell & Reed Financial, Inc. | Spouse | Buy | $1K–$15K | Nov 28, 2018 | Dec 22, 2018 | 24d | – | – | |
| Michael T. McCaulR-TX | WDRWaddell & Reed Financial, Inc. | Dependent Child | Buy | $1K–$15K | Oct 15, 2018 | Nov 15, 2018 | 31d | – | – | |
| Michael T. McCaulR-TX | WDRWaddell & Reed Financial, Inc. | Dependent Child | Buy | $1K–$15K | Oct 1, 2018 | Nov 15, 2018 | 45d | – | – | |
| Michael T. McCaulR-TX | WDRWaddell & Reed Financial, Inc. | Dependent Child | Buy | $1K–$15K | Oct 5, 2018 | Nov 15, 2018 | 41d | – | – | |
| Michael T. McCaulR-TX | WDRWaddell & Reed Financial, Inc. | Dependent Child | Buy | $1K–$15K | Oct 4, 2018 | Nov 15, 2018 | 42d | – | – | |
| Michael T. McCaulR-TX | WDRWaddell & Reed Financial, Inc. | Dependent Child | Buy | $1K–$15K | Oct 16, 2018 | Nov 15, 2018 | 30d | – | – | |
| Michael T. McCaulR-TX | WDRWaddell & Reed Financial, Inc. | Dependent Child | Buy | $1K–$15K | Oct 4, 2018 | Nov 15, 2018 | 42d | – | – | |
| Michael T. McCaulR-TX | WDRWaddell & Reed Financial, Inc. | Spouse | Buy | $1K–$15K | Oct 15, 2018 | Nov 15, 2018 | 31d | – | – | |
| Michael T. McCaulR-TX | WDRWaddell & Reed Financial, Inc. | Spouse | Buy | $1K–$15K | Oct 1, 2018 | Nov 15, 2018 | 45d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
4 members of Congress have disclosed 24 trades in WADDELL & REED FINANCIAL INC (WDR) since 2014: 20 purchases worth about $184.51K and 4 sales worth about $56.50K. The most active was Donna E. Shalala, with 1 trade. The latest trade was made on Dec 16, 2019. Most active: Donna E. Shalala (1), Michael T. McCaul (20), Martha Roby (1), Curt Clawson (2).
Since 2014 they have disclosed 20 purchases and 4 sales; by the midpoints of the disclosed ranges, about $184.51K bought and $56.50K sold, a net purchase of $128.01K.
Members of Congress report each trade over $1,000 within 45 days under the STOCK Act, with the amount as a range. The chart marks the days members traded WDR on its price, against the S&P 500 over the same days.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.