The estimated Net Worth of Jerry W Walton is at least $8.92 Million dollars as of 5 November 2019. Mr. Walton owns over 9,500 units of Waddell & Reed stock worth over $1,731,788 and over the last 21 years he sold WDR stock worth over $6,946,871. In addition, he makes $239,011 as Independent Director at Waddell & Reed.
Jerry has made over 24 trades of the Waddell & Reed stock since 2003, according to the Form 4 filled with the SEC. Most recently he sold 9,500 units of WDR stock worth $166,060 on 5 November 2019.
The largest trade he's ever made was exercising 109,600 units of Waddell & Reed stock on 2 June 2004 worth over $850,496. On average, Jerry trades about 15,414 units every 119 days since 2003. As of 5 November 2019 he still owns at least 69,327 units of Waddell & Reed stock.
You can see the complete history of Mr. Walton stock trades at the bottom of the page.
Jerry W. Walton CPA serves as Independent Director of the Company. Mr. Walton has been a Director of the Company since April 2000. Mr. Walton served as a business consultant to Hunt Ventures, a group of private companies located in Rogers, Arkansas, from April 2010 to February 2016. He served as Executive Vice President of Finance and Administration and Chief Financial Officer of J.B. Hunt Transport Services, Inc., a transportation provider in Lowell, Arkansas, from October 1991 until September 2009. Prior thereto, Mr. Walton served as a managing partner and a tax partner with KPMG, with whom he had been employed since 1968. Mr. Walton also serves as a director of the Northwest Arkansas National Airport Authority. Mr. Walton is a nominee for director.
As the Independent Director of Waddell & Reed, the total compensation of Jerry Walton at Waddell & Reed is $239,011. There are 8 executives at Waddell & Reed getting paid more, with Daniel Hanson having the highest compensation of $3,292,080.
Jerry Walton is 73, he's been the Independent Director of Waddell & Reed since 2000. There are 2 older and 13 younger executives at Waddell & Reed. The oldest executive at Waddell & Reed Financial, Inc. is Dennis Logue, 76, who is the Independent Director.
Jerry's mailing address filed with the SEC is 6300 LAMAR AVENUE, , OVERLAND PARK, KS, 66202.
Over the last 24 years, insiders at Waddell & Reed have traded over $43,564,055 worth of Waddell & Reed stock and bought 16,270 units worth $403,978 . The most active insiders traders include Henry J Herrmann, Jerry W Walton, and Keith A Tucker. On average, Waddell & Reed executives and independent directors trade stock every 46 days with the average trade being worth of $510,541. The most recent stock trade was executed by Amy J. Scupham on 10 January 2021, trading 2,426 units of WDR stock currently worth $60,601.
Through its subsidiaries, Waddell & Reed Financial, Inc. has provided investment management and wealth management services to clients throughout the United States since 1937. Today, Waddell & Reed distributes its investment products through the unaffiliated channel under the IVY INVESTMENTS® brand (encompassing broker/dealer, retirement, and registered investment advisors), its wealth management channel (through independent financial advisors associated with WADDELL & REED, INC.), and its institutional channel (including defined benefit plans, pension plans, endowments and subadvisory relationships).
Waddell & Reed executives and other stock owners filed with the SEC include: