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 2024-05-11. 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 assumption that Daniel C Schulte has not made any transactions after 2013-06-04 and currently still holds the listed stock(s).
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
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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