SEC CIK 1223690
WADDELL FREDERICK H
Reported ownership across 3 companies, sourced from SEC Form 4 filings and updated daily.
Current Positions
| Company | Shares Owned | As Of |
|---|---|---|
| NTRSview stock → | 188,065 | 2019-01-22 |
| ABBVview stock → | 30,076 | 2026-05-08 |
| IBMview stock → | 3,763 | 2020-10-28 |
Position History — IBM
Reported shares owned immediately after each Form 4 transaction, over time.
Recent Filings — IBM
| Date | Activity | Shares | Price | Owned After |
|---|---|---|---|---|
| 2026-03-31 | Grant / award (derivative) | 403 | $242.39 | 23,571 |
| 2025-12-31 | Grant / award (derivative) | 330 | $296.21 | 23,014 |
| 2025-09-30 | Grant / award (derivative) | 346 | $282.16 | 22,563 |
| 2025-06-30 | Grant / award (derivative) | 331 | $294.78 | 22,074 |
| 2025-03-31 | Grant / award (derivative) | 393 | $248.66 | 21,611 |
| 2024-12-31 | Grant / award (derivative) | 421 | $219.83 | 21,082 |
| 2024-09-30 | Grant / award (derivative) | 419 | $221.08 | 20,514 |
| 2024-06-28 | Grant / award (derivative) | 535 | $172.95 | 19,933 |
| 2024-03-28 | Grant / award (derivative) | 485 | $190.96 | 19,210 |
| 2023-12-29 | Grant / award (derivative) | 566 | $163.55 | 18,565 |
| 2023-09-29 | Grant / award (derivative) | 660 | $140.30 | 17,818 |
| 2023-06-30 | Grant / award (derivative) | 692 | $133.81 | 16,969 |
| 2023-03-31 | Grant / award (derivative) | 706 | $131.09 | 16,082 |
| 2022-12-31 | Grant / award (derivative) | 613 | $140.89 | 15,177 |
| 2022-09-30 | Grant / award (derivative) | 726 | $118.81 | 14,406 |
| 2022-06-30 | Grant / award (derivative) | 611 | $141.19 | 13,509 |
| 2022-03-31 | Grant / award (derivative) | 664 | $130.02 | 12,744 |
| 2021-12-31 | Grant / award (derivative) | 646 | $133.66 | 11,923 |
| 2021-09-30 | Grant / award (derivative) | 621 | $138.93 | 10,631 |
| 2021-06-30 | Grant / award (derivative) | 589 | $146.59 | 9,892 |
| 2021-03-31 | Grant / award (derivative) | 648 | $133.26 | 9,203 |
| 2020-12-31 | Grant / award (derivative) | 686 | $125.88 | 8,448 |
| 2020-10-28 | Open-market buy | 1,000 | $107.50 | 3,763 |
| 2020-09-30 | Grant / award (derivative) | 709 | $121.67 | 7,663 |
| 2020-06-30 | Grant / award (derivative) | 728 | $120.77 | 6,861 |
| 2020-03-31 | Grant / award (derivative) | 733 | $110.93 | 6,057 |
| 2019-12-31 | Grant / award (derivative) | 607 | $134.04 | 5,257 |
| 2019-09-30 | Grant / award (derivative) | 559 | $145.42 | 4,595 |
| 2019-06-28 | Grant / award (derivative) | 590 | $137.90 | 3,992 |
| 2019-03-29 | Grant / award (derivative) | 576 | $141.10 | 3,362 |
| 2018-12-31 | Grant / award (derivative) | 715 | $113.67 | 2,755 |
| 2018-11-01 | Open-market buy | 1,699 | $115.99 | 2,763 |
| 2018-11-01 | Open-market buy | 454 | $115.98 | 1,064 |
| 2018-09-28 | Grant / award (derivative) | 538 | $151.21 | 2,014 |
| 2018-06-29 | Grant / award (derivative) | 582 | $139.70 | 1,461 |
| 2018-03-29 | Grant / award (derivative) | 530 | $153.43 | 870 |
| 2018-01-31 | Open-market buy | 610 | $163.38 | 610 |
| 2017-12-29 | Grant / award (derivative) | 337 | $153.42 | 337 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.