| Filed | As-Of/On | Form | Fullname | Symbol | Country | Industry | Shares | Activity | Shares Change | Shares Pct. Change | Hypothetical Old Value | Hypothetical New Value | Hypothetical Value Chg. | Hypothetical Return | Hypothetical Results |
Director |
Other |
Ten Pct |
Officer |
Officer Title |
History |
|---|
| 2009-11-06 | 2009-09-30 | 13F-HR | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 51,070 | No Change | 0 | 0 % | $1,522,397 | $1,494,308 | $-28,089 | -1.84 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-03 | 2009-06-30 | 13F-HR | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 51,070 | Added More | 1,720 | 3.48 % | $1,430,471 | $1,494,308 | $63,838 | 4.46 % | $2,150 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-05-04 | 2009-03-31 | 13F-HR | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 49,350 | Added More | 1,300 | 2.70 % | $1,206,608 | $1,443,981 | $237,374 | 19.67 % | $6,253 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-02-13 | 2008-12-31 | 13F-HR | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 48,050 | Added More | 4,600 | 10.58 % | $771,203 | $1,405,943 | $634,741 | 82.30 % | $60,766 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2008-11-06 | 2008-09-30 | 13F-HR | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 43,450 | Added More | 1,200 | 2.84 % | $544,863 | $1,271,347 | $726,484 | 133.33 % | $20,064 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2008-08-14 | 2008-06-30 | 13F-HR | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 42,250 | Sold Some | -95,039 | -69.22 % | $1,401,855 | $1,236,235 | $-165,620 | -11.81 % | $372,553 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2008-05-14 | 2008-03-31 | 13F-HR | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 137,289 | Sold Some | -2,000 | -1.43 % | $4,751,572 | $4,017,076 | $-734,496 | -15.45 % | $10,700 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2008-02-14 | 2007-12-31 | 13F-HR | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 139,289 | Added More | 2,000 | 1.45 % | $4,418,247 | $4,075,596 | $-342,651 | -7.75 % | $-4,920 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2007-11-14 | 2007-09-30 | 13F-HR | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 137,289 | Added More | 2,000 | 1.47 % | $4,626,639 | $4,017,076 | $-609,563 | -13.17 % | $-8,880 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2007-08-10 | 2007-06-30 | 13F-HR | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 135,289 | Added More | 12,900 | 10.54 % | $3,233,407 | $3,958,556 | $725,149 | 22.42 % | $69,144 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2007-05-15 | 2007-03-31 | 13F-HR | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 122,389 | No Change | 0 | 0 % | $2,972,829 | $3,581,102 | $608,273 | 20.46 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2007-02-14 | 2006-12-31 | 13F-HR | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 122,389 | No Change | 0 | 0 % | $3,201,696 | $3,581,102 | $379,406 | 11.85 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2006-11-14 | 2006-09-30 | 13F-HR | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 122,389 | No Change | 0 | 0 % | $3,076,859 | $3,581,102 | $504,243 | 16.38 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2006-08-14 | 2006-06-30 | 13F-HR | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 122,389 | No Change | 0 | 0 % | $2,641,155 | $3,581,102 | $939,948 | 35.58 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2006-05-15 | 2006-03-31 | 13F-HR | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 122,389 | Sold Some | -14,211 | -10.40 % | $2,732,946 | $3,581,102 | $848,156 | 31.03 % | $-98,482 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2006-02-14 | 2005-12-31 | 13F-HR | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 136,600 | No Change | 0 | 0 % | $2,987,442 | $3,996,916 | $1,009,474 | 33.79 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2005-11-10 | 2005-09-30 | 13F-HR | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 136,600 | Sold Some | -10,700 | -7.26 % | $2,800,300 | $3,996,916 | $1,196,616 | 42.73 % | $-93,732 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2005-08-08 | 2005-06-30 | 13F-HR | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 147,300 | No Change | 0 | 0 % | $2,804,592 | $4,309,998 | $1,505,406 | 53.67 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2005-05-05 | 2005-03-31 | 13F-HR | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 147,300 | Added More | 87,250 | 145.29 % | $2,563,020 | $4,309,998 | $1,746,978 | 68.16 % | $1,034,785 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2005-02-10 | 2004-12-31 | 13F-HR | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 60,050 | Sold Some | -8,600 | -12.52 % | $1,295,879 | $1,757,063 | $461,184 | 35.58 % | $-66,048 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2004-11-17 | 2004-09-30 | 13F-HR/A | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 68,650 | New Holding | 68,650 | 100 % | $1,574,145 | $2,008,699 | $434,555 | 27.60 % | $434,555 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2004-08-13 | 2004-06-30 | 13F-HR | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 0 | Sold All | -54,350 | -100 % | - | - | - | 50.82 % | $-535,891 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2004-05-12 | 2004-03-31 | 13F-HR | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 54,350 | No Change | 0 | 0 % | $1,165,808 | $1,590,281 | $424,474 | 36.41 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2004-02-13 | 2003-12-31 | 13F-HR | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 54,350 | No Change | 0 | 0 % | $1,431,036 | $1,590,281 | $159,246 | 11.12 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2003-11-14 | 2003-09-30 | 13F-HR | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 54,350 | Added More | 2,400 | 4.61 % | $1,168,525 | $1,590,281 | $421,756 | 36.09 % | $18,624 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2003-08-12 | 2003-06-30 | 13F-HR | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 51,950 | Sold Some | -14,600 | -21.93 % | $1,350,700 | $1,520,057 | $169,357 | 12.53 % | $-47,596 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2003-05-14 | 2003-03-31 | 13F-HR | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 66,550 | Added More | 8,900 | 15.43 % | $1,329,669 | $1,947,253 | $617,584 | 46.44 % | $82,592 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2003-02-11 | 2002-12-31 | 13F-HR | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 57,650 | No Change | 0 | 0 % | $970,250 | $1,686,839 | $716,590 | 73.85 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2002-11-14 | 2002-09-30 | 13F-HR | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 57,650 | Added More | 9,300 | 19.23 % | $1,062,490 | $1,686,839 | $624,350 | 58.76 % | $100,719 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2001-05-23 | 2001-03-31 | 13F-HR/A | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 48,350 | Sold Some | -13,050 | -21.25 % | $1,626,011 | $1,414,721 | $-211,290 | -12.99 % | $57,029 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2000-05-12 | 2000-03-31 | 13F-HR | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 61,400 | Added More | 12,400 | 25.30 % | $1,615,434 | $1,796,564 | $181,130 | 11.21 % | $36,580 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2000-02-11 | 1999-12-31 | 13F-HR | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 49,000 | Added More | 47,700 | 3669.23 % | $1,574,370 | $1,433,740 | $-140,630 | -8.93 % | $-136,899 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 1999-11-12 | 1999-09-30 | 13F-HR | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 1,300 | Added More | 500 | 62.50 % | $31,525 | $38,038 | $6,513 | 20.65 % | $2,505 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 1999-08-12 | 1999-06-30 | 13F-HR | Waddell And Reed Financial Inc | WDR | US | Invest Mgmnt/Advis Serv | 800 | New Holding | 800 | 100 % | $19,136 | $23,408 | $4,272 | 22.32 % | $4,272 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
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