Michael L Avery Net Worth

The estimated Net Worth of Michael L Avery is at least $11.1 million dollars as of 10 February 2015. Michael Avery owns over 5,500 units of Waddell & Reed stock worth over $6,153,074 and over the last 19 years Michael sold WDR stock worth over $4,958,698.

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Michael Avery WDR stock SEC Form 4 insiders trading

Michael has made over 14 trades of the Waddell & Reed stock since 2007, according to the Form 4 filled with the SEC. Most recently Michael bought 5,500 units of WDR stock worth $267,520 on 10 February 2015.

The largest trade Michael's ever made was exercising 35,000 units of Waddell & Reed stock on 1 February 2008 worth over $589,050. On average, Michael trades about 5,062 units every 84 days since 2006. As of 10 February 2015 Michael still owns at least 246,320 units of Waddell & Reed stock.

You can see the complete history of Michael Avery stock trades at the bottom of the page.

What's Michael Avery's mailing address?

Michael's mailing address filed with the SEC is 6300 LAMAR AVENUE, , OVERLAND PARK, KS, 66202.

Insiders trading at Waddell & Reed

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 et 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.

What does Waddell & Reed do?

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).

Complete history of Michael Avery stock trades at Waddell & Reed

Waddell & Reed executives and stock owners

Waddell & Reed executives and other stock owners filed with the SEC include:

• Daniel Hanson,
  Senior Vice President, Chief Investment Officer
• Philip Sanders,
  Chief Executive Officer, Director
• Amy Scupham,
  Senior Vice President – Distribution, President of Ivy Distributors, Inc.
• Brent Bloss,
  President, Chief Operating Officer, Executive Vice President
• Mark Buyle,
  Senior Vice President, Chief Legal Officer, General Counsel, Secretary
• Benjamin Clouse,
  Chief Financial Officer, Senior Vice President
• Shawn Mihal,
  Senior Vice President – Wealth Management, President of Waddell & Reed, Inc.
• Thomas Godlasky,
  Independent Chairman of the Board
• Jerry Walton,
  Independent Director
• Michael Morrissey,
  Independent Director
• Sharilyn Gasaway,
  Independent Director
• Dennis Logue,
  Independent Director
• Kathie Andrade,
  Independent Director
• James Jessee,
  Independent Director
• Eric Meltzer,
  Senior Vice President, Chief Technology Officer
• Katherine Kline,
  Independent Director
• Michael Daley,
  Vice President, Investor Relations
• Christopher Rackers,
  Senior Vice President, Chief Administrative Officer
• James M Raines,
  Director
• Michael L Avery,
  President
• Thomas W Butch,
  SVP & Chief Marketing Officer
• John E Jr Sundeen,
  SVP, CFO & Treasurer
• Henry J Herrmann,
  President & CIO
• Alan W Kosloff,
  Director
• Constance K Weaver,
  Director
• Wendy J Hills,
  SVP, General Counsel & Secy.
• Michael D Strohm,
  SVP & Chief Operations Officer
• Melissa A Clouse,
  VP, Controller & PAO
• Ronald C Reimer,
  Director
• Daniel P Connealy,
  SVP and CFO
• Keith A Tucker,
  Chairman and CEO
• Daniel C Schulte,
  VP, GC and Asst. Secretary
• William L Rogers,
  Director
• Mark A Schieber,
  VP, PAO, Controller
• Robert J Jr Williams,
  SVP & Nat'l Sales Manager