Brent Bloss Net Worth

The estimated Net Worth of Brent K Bloss is at least $4.07 Million dollars as of 3 May 2013. Mr. Bloss owns over 9,763 units of Waddell & Reed stock worth over $1,541,366 and over the last 18 years he sold WDR stock worth over $1,115,344. In addition, he makes $1,415,990 as President, Chief Operating Officer, and Executive Vice President at Waddell & Reed.

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Mr. Bloss WDR stock SEC Form 4 insiders trading

Brent has made over 7 trades of the Waddell & Reed stock since 2007, according to the Form 4 filled with the SEC. Most recently he sold 9,763 units of WDR stock worth $423,909 on 3 May 2013.

The largest trade he's ever made was selling 9,763 units of Waddell & Reed stock on 3 May 2013 worth over $423,909. On average, Brent trades about 991 units every 69 days since 2006. As of 3 May 2013 he still owns at least 61,704 units of Waddell & Reed stock.

You can see the complete history of Mr. Bloss stock trades at the bottom of the page.

Brent Bloss biography

Brent K. Bloss serves as President, Chief Operating Officer, Executive Vice President of the Company. Mr. Bloss served as Senior Vice President, Chief Financial Officer and Treasurer of the Company from March 2014 to February 2018. Prior thereto, Mr. Bloss was Senior Vice President – Finance and Principal Accounting Officer of the Company since July 2007 and Treasurer of the Company since January 2006. Previously, he served as Vice President of the Company from April 2004 to July 2007, as Assistant Treasurer of the Company from January 2002 to January 2006, and as Assistant Vice President from January 2002 to April 2004. From September 1995 to December 2001, he served in various roles in the audit practice of KPMG. Mr. Bloss joined the Company in January 2002.

What is the salary of Brent Bloss?

As the President, Chief Operating Officer, and Executive Vice President of Waddell & Reed, the total compensation of Brent Bloss at Waddell & Reed is $1,415,990. There are 3 executives at Waddell & Reed getting paid more, with Daniel Hanson having the highest compensation of $3,292,080.

How old is Brent Bloss?

Brent Bloss is 51, he's been the President, Chief Operating Officer, and Executive Vice President of Waddell & Reed since 2020. There are 8 older and 6 younger executives at Waddell & Reed. The oldest executive at Waddell & Reed Financial, Inc. is Dennis Logue, 76, who is the Independent Director.

What's Brent Bloss's mailing address?

Brent's mailing address filed with the SEC is 6300 LAMAR AVENUE, , OVERLAND PARK, KS, 66202.

Insiders trading at Waddell & Reed

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.

What does Waddell & Reed do?

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).

Complete history of Mr. Bloss stock trades at Waddell & Reed

Waddell & Reed executives and stock owners

Waddell & Reed executives and other stock owners filed with the SEC include:

• Daniel Hanson,
  Senior Vice President, Chief Investment Officer
• Philip Sanders,
  Chief Executive Officer, Director
• Amy Scupham,
  Senior Vice President – Distribution, President of Ivy Distributors, Inc.
• Brent Bloss,
  President, Chief Operating Officer, Executive Vice President
• Mark Buyle,
  Senior Vice President, Chief Legal Officer, General Counsel, Secretary
• Benjamin Clouse,
  Chief Financial Officer, Senior Vice President
• Shawn Mihal,
  Senior Vice President – Wealth Management, President of Waddell & Reed, Inc.
• Thomas Godlasky,
  Independent Chairman of the Board
• Jerry Walton,
  Independent Director
• Michael Morrissey,
  Independent Director
• Sharilyn Gasaway,
  Independent Director
• Dennis Logue,
  Independent Director
• Kathie Andrade,
  Independent Director
• James Jessee,
  Independent Director
• Eric Meltzer,
  Senior Vice President, Chief Technology Officer
• Katherine Kline,
  Independent Director
• Michael Daley,
  Vice President, Investor Relations
• Christopher Rackers,
  Senior Vice President, Chief Administrative Officer
• James M Raines,
  Director
• Michael L Avery,
  President
• Thomas W Butch,
  SVP & Chief Marketing Officer
• John E Jr Sundeen,
  SVP, CFO & Treasurer
• Henry J Herrmann,
  President & CIO
• Alan W Kosloff,
  Director
• Constance K Weaver,
  Director
• Wendy J Hills,
  SVP, General Counsel & Secy.
• Michael D Strohm,
  SVP & Chief Operations Officer
• Melissa A Clouse,
  VP, Controller & PAO
• Ronald C Reimer,
  Director
• Daniel P Connealy,
  SVP and CFO
• Keith A Tucker,
  Chairman and CEO
• Daniel C Schulte,
  VP, GC and Asst. Secretary
• William L Rogers,
  Director
• Mark A Schieber,
  VP, PAO, Controller
• Robert J Jr Williams,
  SVP & Nat'l Sales Manager