The estimated Net Worth of Shawn M. Mihal is at least $3.26 Milione dollars as of 10 January 2021. Mr. Mihal owns over 4,441 units of Waddell & Reed stock worth over $2,348,595 and over the last 6 years he sold WDR stock worth over $0. In addition, he makes $915,066 as Senior Vice President – Wealth Management, President of Waddell & Reed e Inc. at Waddell & Reed.
Shawn has made over 2 trades of the Waddell & Reed stock since 2020, according to the Form 4 filled with the SEC. Most recently he exercised 4,441 units of WDR stock worth $110,936 on 10 January 2021.
The largest trade he's ever made was exercising 4,442 units of Waddell & Reed stock on 10 January 2020 worth over $110,961. On average, Shawn trades about 888 units every 37 days since 2018. As of 10 January 2021 he still owns at least 94,019 units of Waddell & Reed stock.
You can see the complete history of Mr. Mihal stock trades at the bottom of the page.
Shawn M. Mihal serves as Senior Vice President – Wealth Management, President of Waddell & Reed, Inc. of the Company. of the Company. Mr. Mihal has been Senior Vice President – Wealth Management of the Company since December 2018 and President, Waddell & Reed, Inc. ("WRI") since November 2017. Prior to that, Mr. Mihal was Chief Operating Officer of WRI from August 2017 to November 2017 and Senior Vice President, Chief Compliance Officer and Chief Regulatory Officer of WRI and Ivy Distributors, Inc. ("IDI") from March 2015 to August 2017. Prior to joining the company, he served as Vice President and Chief Compliance Officer for Transamerica Financial Advisors, Inc., an independent broker-dealer and registered investment advisor in St. Petersburg, Florida, from September 2010 to March 2015 and as Chief Compliance Officer for Great American Advisors, Inc., a registered investment advisor in Cincinnati, Ohio, from October 2004 to August 2010. Mr. Mihal joined the Company in March 2015.
As the Senior Vice President – Wealth Management, President of Waddell & Reed e Inc. of Waddell & Reed, the total compensation of Shawn Mihal at Waddell & Reed is $915,066. There are 6 executives at Waddell & Reed getting paid more, with Daniel Hanson having the highest compensation of $3,292,080.
Shawn Mihal is 45, he's been the Senior Vice President – Wealth Management, President of Waddell & Reed e Inc. of Waddell & Reed since 2018. There are 14 older and no younger executives at Waddell & Reed. The oldest executive at Waddell & Reed Financial, Inc. is Dennis Logue, 76, who is the Independent Director.
Shawn'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 e 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: