Daniel C Schulte - Net Worth and Insider Trading
Daniel C Schulte Net Worth
The estimated net worth of Daniel C Schulte is at least $3 Million dollars as of 2024-11-06. Daniel C Schulte is the SVP & General Counsel of Waddell & Reed Financial Inc and owns about 137,176 shares of Waddell & Reed Financial Inc (WDR) stock worth over $3 Million. Details can be seen in Daniel C Schulte'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 Daniel C Schulte has not made any transactions after 2013-06-04 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Daniel C Schulte
Daniel C Schulte Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Daniel C Schulte owns 2 companies in total, including Waddell & Reed Financial Inc (WDR) , and Ivy High Income Opportunities Fund (IVH) .
Click here to see the complete history of Daniel C Schulte’s form 4 insider trades.
Insider Ownership Summary of Daniel C Schulte
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| WDR | Waddell & Reed Financial Inc | 2014-02-04 | other: See explanation below. |
| IVH | Ivy High Income Opportunities Fund | 2014-02-04 | other: See explanation below. |
Daniel C Schulte Latest Holdings Summary
Daniel C Schulte currently owns a total of 1 stock. Daniel C Schulte owns 137,176 shares of Waddell & Reed Financial Inc (WDR) as of June 4, 2013, with a value of $3 Million.
Latest Holdings of Daniel C Schulte
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| WDR | Waddell & Reed Financial Inc | 2013-06-04 | 137,176 | 24.98 | 3,426,656 |
Holding Weightings of Daniel C Schulte
Daniel C Schulte Form 4 Trading Tracker
According to the SEC Form 4 filings, Daniel C Schulte 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 acquisition of 61 shares on June 4, 2013, which cost Daniel C Schulte around $2,783.
Insider Trading History of Daniel C Schulte
- 1
Daniel C Schulte Trading Performance
GuruFocus tracks the stock performance after each of Daniel C Schulte's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Daniel C Schulte is 6.34%. GuruFocus also compares Daniel C Schulte's trading performance to market benchmark return within the same time period. The performance of stocks bought by Daniel C Schulte within 3 months outperforms 1 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Daniel C Schulte's insider trading performs compared to the benchmark.
Performance of Daniel C Schulte
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -3.39 | | | | | |
| Relative Return to S&P 500(%) | -2.41 | | | | | |
Daniel C Schulte Ownership Network
Ownership Network List of Daniel C Schulte
Ownership Network Relation of Daniel C Schulte
Daniel C Schulte Owned Company Details
What does Waddell & Reed Financial Inc do?
Who are the key executives at Waddell & Reed Financial Inc?
Daniel C Schulte is the other: See explanation below. 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
Daniel C Schulte Mailing Address
Above is the net worth, insider trading, and ownership report for Daniel C Schulte. You might contact Daniel C Schulte via mailing address: 6300 Lamar Avenue, Overland Park Ks 66202.
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