Benjamin R Clouse - Net Worth and Insider Trading
Benjamin R Clouse Net Worth
The estimated net worth of Benjamin R Clouse is at least $1 Million dollars as of 2024-11-07. Benjamin R Clouse is the VP and Chief Acct. Officer of Waddell & Reed Financial Inc and owns about 34,172 shares of Waddell & Reed Financial Inc (WDR) stock worth over $853,617. Benjamin R Clouse is also the CFO of CrossFirst Bankshares Inc and owns about 14,900 shares of CrossFirst Bankshares Inc (CFB) stock worth over $253,747. Details can be seen in Benjamin R Clouse'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 Benjamin R Clouse has not made any transactions after 2022-07-21 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Benjamin R Clouse
Benjamin R Clouse Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Benjamin R Clouse owns 2 companies in total, including Waddell & Reed Financial Inc (WDR) , and CrossFirst Bankshares Inc (CFB) .
Click here to see the complete history of Benjamin R Clouse’s form 4 insider trades.
Insider Ownership Summary of Benjamin R Clouse
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| WDR | Waddell & Reed Financial Inc | 2020-03-10 | SVP & CFO |
| CFB | CrossFirst Bankshares Inc | 2022-07-21 | CFO |
Benjamin R Clouse Latest Holdings Summary
Benjamin R Clouse currently owns a total of 2 stocks. Among these stocks, Benjamin R Clouse owns 34,172 shares of Waddell & Reed Financial Inc (WDR) as of August 7, 2017, with a value of $853,617 and a weighting of 77.09%. Benjamin R Clouse also owns 14,900 shares of CrossFirst Bankshares Inc (CFB) as of July 21, 2022, with a value of $253,747 and a weighting of 22.91%.
Latest Holdings of Benjamin R Clouse
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| WDR | Waddell & Reed Financial Inc | 2017-08-07 | 34,172 | 24.98 | 853,617 |
| CFB | CrossFirst Bankshares Inc | 2022-07-21 | 14,900 | 17.03 | 253,747 |
Holding Weightings of Benjamin R Clouse
Benjamin R Clouse Form 4 Trading Tracker
According to the SEC Form 4 filings, Benjamin R Clouse 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 5,903 shares on August 7, 2017, which brought Benjamin R Clouse around $118,119.
According to the SEC Form 4 filings, Benjamin R Clouse has made a total of 2 transactions in CrossFirst Bankshares Inc (CFB) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in CrossFirst Bankshares Inc is the acquisition of 7,500 shares on July 21, 2022, which cost Benjamin R Clouse around $97,425.
Insider Trading History of Benjamin R Clouse
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Benjamin R Clouse Trading Performance
GuruFocus tracks the stock performance after each of Benjamin R Clouse's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Benjamin R Clouse is 5.07%. GuruFocus also compares Benjamin R Clouse's trading performance to market benchmark return within the same time period. The performance of stocks bought by Benjamin R Clouse within 3 months outperforms 2 times out of 2 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Benjamin R Clouse's insider trading performs compared to the benchmark.
Performance of Benjamin R Clouse
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 3.58 | | | | | |
| Relative Return to S&P 500(%) | 1.8 | | | | | |
Benjamin R Clouse Ownership Network
Ownership Network List of Benjamin R Clouse
Ownership Network Relation of Benjamin R Clouse
Benjamin R Clouse Owned Company Details
What does Waddell & Reed Financial Inc do?
Who are the key executives at Waddell & Reed Financial Inc?
Benjamin R Clouse is the SVP & CFO 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
Benjamin R Clouse Mailing Address
Above is the net worth, insider trading, and ownership report for Benjamin R Clouse. You might contact Benjamin R Clouse via mailing address: 11440 Tomahawk Creek Parkway, Leawood Ks 66211.
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