The estimated Net Worth of Kathie J. Andrade is at least $452 millier dollars as of 2 May 2024. Ms. Andrade owns over 2,402 units of Waddell & Reed stock worth over $274,131 and over the last 6 years she sold WDR stock worth over $0. In addition, she makes $177,711 as Independent Director at Waddell & Reed.
Kathie has made over 5 trades of the Waddell & Reed stock since 2020, according to the Form 4 filled with the SEC. Most recently she exercised 2,402 units of WDR stock worth $60,002 on 2 May 2024.
The largest trade she's ever made was exercising 3,089 units of Waddell & Reed stock on 7 May 2021 worth over $77,163. On average, Kathie trades about 998 units every 124 days since 2019. As of 2 May 2024 she still owns at least 10,974 units of Waddell & Reed stock.
You can see the complete history of Ms. Andrade stock trades at the bottom of the page.
Kathie J. Andrade serves as Independent Director of the Company. She has been a director of the Company since March 2019. She has served as a director of The Brink's Company, a Richmond, Virginia cash management company, since August 2019. She served as a member of the Executive Committee of TIAA, a financial services organization in New York, New York, from 2014 to June 2018 and as CEO of its Retail Financial Services business and Chairman of TIAA Federal Savings from 2016 to August 2018. Ms. Andrade also served as President of TIAA Services Broker Dealer from 2011 to 2016. She joined TIAA in 2008 as COO of Wealth Management. Prior to TIAA, Ms. Andrade held a number of senior management positions at Bank of America, a financial services company in Boston, Massachusetts, from 1986 to 2008. Ms. Andrade's term on the Board expires in 2022.
As the Independent Director of Waddell & Reed, the total compensation of Kathie Andrade at Waddell & Reed is $177,711. There are 12 executives at Waddell & Reed getting paid more, with Daniel Hanson having the highest compensation of $3,292,080.
Kathie Andrade is 59, she's been the Independent Director of Waddell & Reed since 2019. There are 6 older and 9 younger executives at Waddell & Reed. The oldest executive at Waddell & Reed Financial, Inc. is Dennis Logue, 76, who is the Independent Director.
Kathie's mailing address filed with the SEC is 1801 BAYBERRY COURT, PO BOX 18100, RICHMOND, VA, 23226.
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.
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: