JERRY W WALTON
CIK 1190260 · EVP/CFO · last filed 2021-04-30
JERRY W WALTON is an EVP/CFO who has filed 31 SEC Form 4 insider transactions across 2 companies since 2007. The most recent filing, for WDR, was dated Apr 30, 2021. Across all open-market trades the lifetime net is −$6.2M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $44.7M across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$44.70M
2
31
-$6.15M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| WADDELL & REED FINANCIAL INC (WDR) Delisted | Director | 0 | $24.98 | $0 | -$478.6K | 20 | 2021-04-30 |
| JBHT | EVP/CFO | 155,255 | $287.89 | $44.70M | -$5.67M | 11 | 2009-11-13 |
Recent Filings
31 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2021-04-30 | WADDELL & REED FINANCIAL INC (WDR) Delisted | Disp (D) | −76,831 | $0 | EDGAR |
| 2021-01-05 | WADDELL & REED FINANCIAL INC (WDR) Delisted | Grant (A) | — | $0 | EDGAR |
| 2020-01-03 | WADDELL & REED FINANCIAL INC (WDR) Delisted | Grant (A) | +7,504 | $0 | EDGAR |
| 2019-11-07 | WADDELL & REED FINANCIAL INC (WDR) Delisted | Sell (S) | −9,500 | -$166.1K | EDGAR |
| 2019-01-03 | WADDELL & REED FINANCIAL INC (WDR) Delisted | Sell (S) | +6,922 | $0 | EDGAR |
| 2018-11-19 | WADDELL & REED FINANCIAL INC (WDR) Delisted | Sell (S) | −9,427 | -$179.6K | EDGAR |
| 2018-02-02 | WADDELL & REED FINANCIAL INC (WDR) Delisted | Sell (S) | −5,792 | -$132.9K | EDGAR |
| 2018-01-03 | WADDELL & REED FINANCIAL INC (WDR) Delisted | Grant (A) | +5,734 | $0 | EDGAR |
| 2017-01-04 | WADDELL & REED FINANCIAL INC (WDR) Delisted | Grant (A) | +6,254 | $0 | EDGAR |
| 2016-01-05 | WADDELL & REED FINANCIAL INC (WDR) Delisted | Grant (A) | +4,421 | $0 | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.