{"transactions":[{"id":1228515,"issuer":{"id":82441,"kind":"organization","name":"CROSSFIRST BANKSHARES, INC.","symbol":"CFB"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"CHIEF ACCOUNTING OFFICER"}}],"security":"Restricted Stock Units","published_at":"2025-03-04T11:43:00.000Z","date":"2025-03-01","kind":"disposition_to_issuer","planned":false,"acquired":false,"shares":2364,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_price","element":"conversionOrExercisePrice","label":"F3","text":"Each restricted stock unit represents a contingent right to receive one share of Issuer common stock."},{"field":"derivative.exercise_date","element":"exerciseDate","label":"F4","text":"Pursuant to the Merger Agreement, at the effective time of the merger, each Issuer restricted stock unit subject to time based vesting conditions (each, an \"Issuer Restricted Stock Unit Award\") was assumed and converted into a restricted stock unit award in respect of Busey common stock, par value $0.001, subject to vesting, repurchase or other lapse restriction with the same terms and conditions as were applicable under such Issuer Restricted Stock Unit Award immediately prior to the effective time of the merger relating to the number of shares of Busey common stock equal to the product of (A) the number of shares of Issuer common stock subject to the Issuer Restricted Stock Unit Award immediately prior to the effective time of the merger, multiplied by (B) 0.6675 shares of Busey common stock, with any fractional shares rounded to the nearest whole share of Busey common stock."},{"field":"derivative.expiration_date","element":"expirationDate","label":"F4","text":"Pursuant to the Merger Agreement, at the effective time of the merger, each Issuer restricted stock unit subject to time based vesting conditions (each, an \"Issuer Restricted Stock Unit Award\") was assumed and converted into a restricted stock unit award in respect of Busey common stock, par value $0.001, subject to vesting, repurchase or other lapse restriction with the same terms and conditions as were applicable under such Issuer Restricted Stock Unit Award immediately prior to the effective time of the merger relating to the number of shares of Busey common stock equal to the product of (A) the number of shares of Issuer common stock subject to the Issuer Restricted Stock Unit Award immediately prior to the effective time of the merger, multiplied by (B) 0.6675 shares of Busey common stock, with any fractional shares rounded to the nearest whole share of Busey common stock."}],"balance_after":0,"derivative":{"underlying":"Common Stock","underlying_shares":2364},"source":{"system":"sec-edgar","filing":"0001415889-25-006397","document":"form4-03042025_040356.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":4,"url":"https://www.sec.gov/Archives/edgar/data/1673647/000141588925006397/form4-03042025_040356.xml","form_type":"4"}},{"id":1228514,"issuer":{"id":82441,"kind":"organization","name":"CROSSFIRST BANKSHARES, INC.","symbol":"CFB"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"CHIEF ACCOUNTING OFFICER"}}],"security":"Restricted Stock Units","published_at":"2025-03-04T11:43:00.000Z","date":"2025-03-01","kind":"disposition_to_issuer","planned":false,"acquired":false,"shares":1016,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_price","element":"conversionOrExercisePrice","label":"F3","text":"Each restricted stock unit represents a contingent right to receive one share of Issuer common stock."},{"field":"derivative.exercise_date","element":"exerciseDate","label":"F4","text":"Pursuant to the Merger Agreement, at the effective time of the merger, each Issuer restricted stock unit subject to time based vesting conditions (each, an \"Issuer Restricted Stock Unit Award\") was assumed and converted into a restricted stock unit award in respect of Busey common stock, par value $0.001, subject to vesting, repurchase or other lapse restriction with the same terms and conditions as were applicable under such Issuer Restricted Stock Unit Award immediately prior to the effective time of the merger relating to the number of shares of Busey common stock equal to the product of (A) the number of shares of Issuer common stock subject to the Issuer Restricted Stock Unit Award immediately prior to the effective time of the merger, multiplied by (B) 0.6675 shares of Busey common stock, with any fractional shares rounded to the nearest whole share of Busey common stock."},{"field":"derivative.expiration_date","element":"expirationDate","label":"F4","text":"Pursuant to the Merger Agreement, at the effective time of the merger, each Issuer restricted stock unit subject to time based vesting conditions (each, an \"Issuer Restricted Stock Unit Award\") was assumed and converted into a restricted stock unit award in respect of Busey common stock, par value $0.001, subject to vesting, repurchase or other lapse restriction with the same terms and conditions as were applicable under such Issuer Restricted Stock Unit Award immediately prior to the effective time of the merger relating to the number of shares of Busey common stock equal to the product of (A) the number of shares of Issuer common stock subject to the Issuer Restricted Stock Unit Award immediately prior to the effective time of the merger, multiplied by (B) 0.6675 shares of Busey common stock, with any fractional shares rounded to the nearest whole share of Busey common stock."}],"balance_after":0,"derivative":{"underlying":"Common Stock","underlying_shares":1016},"source":{"system":"sec-edgar","filing":"0001415889-25-006397","document":"form4-03042025_040356.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":3,"url":"https://www.sec.gov/Archives/edgar/data/1673647/000141588925006397/form4-03042025_040356.xml","form_type":"4"}},{"id":1228513,"issuer":{"id":82441,"kind":"organization","name":"CROSSFIRST BANKSHARES, INC.","symbol":"CFB"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"CHIEF ACCOUNTING OFFICER"}}],"security":"Series A Non-Cumulative Perpetual Preferred Stock","published_at":"2025-03-04T11:43:00.000Z","date":"2025-03-01","kind":"disposition_to_issuer","planned":false,"acquired":false,"shares":100,"ownership":{"direct":true},"footnotes":[{"field":"price","element":"transactionPricePerShare","label":"F2","text":"Pursuant to the Merger Agreement, each issued and outstanding share of Series A Non-Cumulative Perpetual Preferred Stock, par value $0.01, of Issuer was converted into the right to receive one (1) share of Series A Non-Cumulative Perpetual Preferred Stock, par value $0.001, of Busey."}],"balance_after":0,"source":{"system":"sec-edgar","filing":"0001415889-25-006397","document":"form4-03042025_040356.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/1673647/000141588925006397/form4-03042025_040356.xml","form_type":"4"}},{"id":1228512,"issuer":{"id":82441,"kind":"organization","name":"CROSSFIRST BANKSHARES, INC.","symbol":"CFB"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"CHIEF ACCOUNTING OFFICER"}}],"security":"Common Stock","published_at":"2025-03-04T11:43:00.000Z","date":"2025-03-01","kind":"disposition_to_issuer","planned":false,"acquired":false,"shares":12162,"ownership":{"direct":true},"footnotes":[{"field":"price","element":"transactionPricePerShare","label":"F1","text":"Disposed of pursuant to that certain Agreement and Plan of Merger entered into on August 26, 2024, between Issuer and First Busey Corporation (\"Busey\") (the \"Merger Agreement\"). Pursuant to the Merger Agreement, at the effective time of the merger, Issuer merged with and into Busey with Busey surviving the merger, and each share of common stock, par value $0.01 per share, of Issuer outstanding immediately prior to the effective time of the merger, other than certain excluded shares, were converted into the right to receive (a) 0.6675 shares of common stock, par value $0.001, of Busey and (b) cash in lieu of fractional shares."}],"balance_after":0,"source":{"system":"sec-edgar","filing":"0001415889-25-006397","document":"form4-03042025_040356.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1673647/000141588925006397/form4-03042025_040356.xml","form_type":"4"}},{"id":1243226,"issuer":{"id":82441,"kind":"organization","name":"CROSSFIRST BANKSHARES, INC.","symbol":"CFB"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"CHIEF ACCOUNTING OFFICER"}}],"security":"Restricted Stock Units","published_at":"2025-02-26T14:31:26.000Z","date":"2025-02-24","kind":"exercise","planned":false,"acquired":false,"shares":1182,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_price","element":"conversionOrExercisePrice","label":"F1","text":"Each restricted stock unit represents a contingent right to receive one share of common stock."},{"field":"derivative.exercise_date","element":"exerciseDate","label":"F3","text":"On March 1, 2024, the reporting person was granted 3,546 restricted stock units, vesting in three approximately equal annual installments beginning on the first anniversary of the grant date."},{"field":"derivative.expiration_date","element":"expirationDate","label":"F3","text":"On March 1, 2024, the reporting person was granted 3,546 restricted stock units, vesting in three approximately equal annual installments beginning on the first anniversary of the grant date."}],"balance_after":2364,"derivative":{"underlying":"Common Stock","underlying_shares":1182},"source":{"system":"sec-edgar","filing":"0001415889-25-005644","document":"form4-02262025_070223.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":6,"url":"https://www.sec.gov/Archives/edgar/data/1673647/000141588925005644/form4-02262025_070223.xml","form_type":"4"}},{"id":1243225,"issuer":{"id":82441,"kind":"organization","name":"CROSSFIRST BANKSHARES, INC.","symbol":"CFB"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"CHIEF ACCOUNTING OFFICER"}}],"security":"Restricted Stock Units","published_at":"2025-02-26T14:31:26.000Z","date":"2025-02-24","kind":"exercise","planned":false,"acquired":false,"shares":1017,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_price","element":"conversionOrExercisePrice","label":"F1","text":"Each restricted stock unit represents a contingent right to receive one share of common stock."},{"field":"derivative.exercise_date","element":"exerciseDate","label":"F2","text":"On March 1, 2023, the reporting person was granted 3,049 restricted stock units, vesting in three approximately equal annual installments beginning on the first anniversary of the grant date."},{"field":"derivative.expiration_date","element":"expirationDate","label":"F2","text":"On March 1, 2023, the reporting person was granted 3,049 restricted stock units, vesting in three approximately equal annual installments beginning on the first anniversary of the grant date."}],"balance_after":1016,"derivative":{"underlying":"Common Stock","underlying_shares":1017},"source":{"system":"sec-edgar","filing":"0001415889-25-005644","document":"form4-02262025_070223.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":5,"url":"https://www.sec.gov/Archives/edgar/data/1673647/000141588925005644/form4-02262025_070223.xml","form_type":"4"}},{"id":1243224,"issuer":{"id":82441,"kind":"organization","name":"CROSSFIRST BANKSHARES, INC.","symbol":"CFB"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"CHIEF ACCOUNTING OFFICER"}}],"security":"Common Stock","published_at":"2025-02-26T14:31:26.000Z","date":"2025-02-24","kind":"tax_withholding","planned":false,"acquired":false,"shares":410,"price":15.98,"value":6551.8,"ownership":{"direct":true},"balance_after":12162,"source":{"system":"sec-edgar","filing":"0001415889-25-005644","document":"form4-02262025_070223.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":4,"url":"https://www.sec.gov/Archives/edgar/data/1673647/000141588925005644/form4-02262025_070223.xml","form_type":"4"}},{"id":1243223,"issuer":{"id":82441,"kind":"organization","name":"CROSSFIRST BANKSHARES, INC.","symbol":"CFB"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"CHIEF ACCOUNTING OFFICER"}}],"security":"Common Stock","published_at":"2025-02-26T14:31:26.000Z","date":"2025-02-24","kind":"exercise","planned":false,"acquired":true,"shares":1182,"ownership":{"direct":true},"footnotes":[{"field":"price","element":"transactionPricePerShare","label":"F1","text":"Each restricted stock unit represents a contingent right to receive one share of common stock."}],"balance_after":12572,"source":{"system":"sec-edgar","filing":"0001415889-25-005644","document":"form4-02262025_070223.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":3,"url":"https://www.sec.gov/Archives/edgar/data/1673647/000141588925005644/form4-02262025_070223.xml","form_type":"4"}},{"id":1243222,"issuer":{"id":82441,"kind":"organization","name":"CROSSFIRST BANKSHARES, INC.","symbol":"CFB"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"CHIEF ACCOUNTING OFFICER"}}],"security":"Common Stock","published_at":"2025-02-26T14:31:26.000Z","date":"2025-02-24","kind":"tax_withholding","planned":false,"acquired":false,"shares":353,"price":15.98,"value":5640.94,"ownership":{"direct":true},"balance_after":11390,"source":{"system":"sec-edgar","filing":"0001415889-25-005644","document":"form4-02262025_070223.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/1673647/000141588925005644/form4-02262025_070223.xml","form_type":"4"}},{"id":1243221,"issuer":{"id":82441,"kind":"organization","name":"CROSSFIRST BANKSHARES, INC.","symbol":"CFB"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"CHIEF ACCOUNTING OFFICER"}}],"security":"Common Stock","published_at":"2025-02-26T14:31:26.000Z","date":"2025-02-24","kind":"exercise","planned":false,"acquired":true,"shares":1017,"ownership":{"direct":true},"footnotes":[{"field":"price","element":"transactionPricePerShare","label":"F1","text":"Each restricted stock unit represents a contingent right to receive one share of common stock."}],"balance_after":11743,"source":{"system":"sec-edgar","filing":"0001415889-25-005644","document":"form4-02262025_070223.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1673647/000141588925005644/form4-02262025_070223.xml","form_type":"4"}},{"id":1603131,"issuer":{"id":82441,"kind":"organization","name":"CROSSFIRST BANKSHARES, INC.","symbol":"CFB"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"CHIEF ACCOUNTING OFFICER"}}],"security":"Restricted Stock Units","published_at":"2024-03-04T17:51:11.000Z","date":"2024-03-01","kind":"grant","planned":false,"acquired":true,"shares":3546,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_price","element":"conversionOrExercisePrice","label":"F1","text":"Each restricted stock unit represents a contingent right to receive one share of common stock."},{"field":"price","element":"transactionPricePerShare","label":"F4","text":"This transaction represents a grant of equity to the reporting person by the issuer. Therefore, no consideration other than the value of services rendered was paid for the security."},{"field":"derivative.exercise_date","element":"exerciseDate","label":"F3","text":"These RSUs are eligible for vesting as follows: approximately 1/3 of the units on March 1, 2025; approximately 1/3 of the units on March 1, 2026; approximately 1/3 of the units on March 1, 2027; in each case, subject to continued employment through the respective vesting dates."},{"field":"derivative.expiration_date","element":"expirationDate","label":"F3","text":"These RSUs are eligible for vesting as follows: approximately 1/3 of the units on March 1, 2025; approximately 1/3 of the units on March 1, 2026; approximately 1/3 of the units on March 1, 2027; in each case, subject to continued employment through the respective vesting dates."}],"balance_after":3546,"derivative":{"underlying":"Common Stock","underlying_shares":3546},"source":{"system":"sec-edgar","filing":"0001415889-24-006346","document":"form4-03042024_100305.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":4,"url":"https://www.sec.gov/Archives/edgar/data/1673647/000141588924006346/form4-03042024_100305.xml","form_type":"4"}},{"id":1603130,"issuer":{"id":82441,"kind":"organization","name":"CROSSFIRST BANKSHARES, INC.","symbol":"CFB"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"CHIEF ACCOUNTING OFFICER"}}],"security":"Restricted Stock Units","published_at":"2024-03-04T17:51:11.000Z","date":"2024-03-01","kind":"exercise","planned":false,"acquired":false,"shares":1016,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_price","element":"conversionOrExercisePrice","label":"F1","text":"Each restricted stock unit represents a contingent right to receive one share of common stock."},{"field":"derivative.exercise_date","element":"exerciseDate","label":"F2","text":"On March 1, 2023, the reporting person was granted 3,049 restricted stock units, vesting in three approximately equal annual installments beginning on the first anniversary of the grant date."},{"field":"derivative.expiration_date","element":"expirationDate","label":"F2","text":"On March 1, 2023, the reporting person was granted 3,049 restricted stock units, vesting in three approximately equal annual installments beginning on the first anniversary of the grant date."}],"balance_after":2033,"derivative":{"underlying":"Common Stock","underlying_shares":1016},"source":{"system":"sec-edgar","filing":"0001415889-24-006346","document":"form4-03042024_100305.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":3,"url":"https://www.sec.gov/Archives/edgar/data/1673647/000141588924006346/form4-03042024_100305.xml","form_type":"4"}},{"id":1603129,"issuer":{"id":82441,"kind":"organization","name":"CROSSFIRST BANKSHARES, INC.","symbol":"CFB"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"CHIEF ACCOUNTING OFFICER"}}],"security":"Common Stock","published_at":"2024-03-04T17:51:11.000Z","date":"2024-03-01","kind":"tax_withholding","planned":false,"acquired":false,"shares":290,"price":12.69,"value":3680.1,"ownership":{"direct":true},"balance_after":10726,"source":{"system":"sec-edgar","filing":"0001415889-24-006346","document":"form4-03042024_100305.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/1673647/000141588924006346/form4-03042024_100305.xml","form_type":"4"}},{"id":1603128,"issuer":{"id":82441,"kind":"organization","name":"CROSSFIRST BANKSHARES, INC.","symbol":"CFB"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"CHIEF ACCOUNTING OFFICER"}}],"security":"Common Stock","published_at":"2024-03-04T17:51:11.000Z","date":"2024-03-01","kind":"exercise","planned":false,"acquired":true,"shares":1016,"ownership":{"direct":true},"footnotes":[{"field":"price","element":"transactionPricePerShare","label":"F1","text":"Each restricted stock unit represents a contingent right to receive one share of common stock."}],"balance_after":11016,"source":{"system":"sec-edgar","filing":"0001415889-24-006346","document":"form4-03042024_100305.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1673647/000141588924006346/form4-03042024_100305.xml","form_type":"4"}},{"id":1902754,"issuer":{"id":82441,"kind":"organization","name":"CROSSFIRST BANKSHARES, INC.","symbol":"CFB"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"CHIEF ACCOUNTING OFFICER"}}],"security":"Common Stock","published_at":"2023-05-05T16:20:35.000Z","date":"2023-05-03","kind":"purchase","planned":false,"acquired":true,"shares":10000,"price":9.75,"value":97500.0,"ownership":{"direct":true},"footnotes":[{"field":"price","element":"transactionPricePerShare","label":"F1","text":"Price reflects a weighted-average price for the transaction. Sale of shares took place at actual prices ranging from $9.56 to $9.75.  Full information regarding the number of shares sold at each separate price will be provided upon request by the Commission staff, CrossFirst Bankshares, Inc., or a CrossFirst  shareholder."}],"balance_after":10000,"source":{"system":"sec-edgar","filing":"0001415889-23-007457","document":"form4-05052023_080529.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1673647/000141588923007457/form4-05052023_080529.xml","form_type":"4"}},{"id":1933962,"issuer":{"id":82441,"kind":"organization","name":"CROSSFIRST BANKSHARES, INC.","symbol":"CFB"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"CHIEF ACCOUNTING OFFICER"}}],"security":"Series A Non-Cumulative Perpetual Preferred Stock","published_at":"2023-03-31T17:49:14.000Z","date":"2023-03-29","kind":"grant","planned":false,"acquired":true,"shares":100,"price":1000,"value":100000.0,"ownership":{"direct":true},"footnotes":[{"field":"security","element":"securityTitle","label":"F1","text":"The shares of Series A Non-Cumulative Perpetual Preferred Stock are not convertible into common stock or any other security of the Company."}],"balance_after":100,"source":{"system":"sec-edgar","filing":"0001415889-23-005692","document":"form4-03312023_090307.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1673647/000141588923005692/form4-03312023_090307.xml","form_type":"4"}},{"id":2734804,"issuer":{"id":106121,"kind":"organization","name":"WADDELL & REED FINANCIAL INC"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"VP - Chief Acct Off,IR & Treas"}}],"security":"Restricted Stock Units","published_at":"2021-04-30T17:09:44.000Z","date":"2021-04-30","kind":"disposition_to_issuer","acquired":false,"shares":2110,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_price","element":"conversionOrExercisePrice","label":"F3","text":"Pursuant to the Merger Agreement, each outstanding restricted stock unit was terminated and cancelled as of immediately prior to the Effective Time and converted into the right to receive a cash payment equal to (i) (A) the Merger Consideration, multiplied by (B) the number of shares of Company Common Stock subject to such restricted stock unit immediately prior to the Effective Time, plus (ii) the amount of any accrued but unpaid dividend equivalent rights under such restricted stock unit, net of any taxes withheld pursuant to the Merger Agreement."},{"field":"price","element":"transactionPricePerShare","label":"F3","text":"Pursuant to the Merger Agreement, each outstanding restricted stock unit was terminated and cancelled as of immediately prior to the Effective Time and converted into the right to receive a cash payment equal to (i) (A) the Merger Consideration, multiplied by (B) the number of shares of Company Common Stock subject to such restricted stock unit immediately prior to the Effective Time, plus (ii) the amount of any accrued but unpaid dividend equivalent rights under such restricted stock unit, net of any taxes withheld pursuant to the Merger Agreement."},{"field":"derivative.exercise_date","element":"exerciseDate","label":"F3","text":"Pursuant to the Merger Agreement, each outstanding restricted stock unit was terminated and cancelled as of immediately prior to the Effective Time and converted into the right to receive a cash payment equal to (i) (A) the Merger Consideration, multiplied by (B) the number of shares of Company Common Stock subject to such restricted stock unit immediately prior to the Effective Time, plus (ii) the amount of any accrued but unpaid dividend equivalent rights under such restricted stock unit, net of any taxes withheld pursuant to the Merger Agreement."},{"field":"derivative.expiration_date","element":"expirationDate","label":"F3","text":"Pursuant to the Merger Agreement, each outstanding restricted stock unit was terminated and cancelled as of immediately prior to the Effective Time and converted into the right to receive a cash payment equal to (i) (A) the Merger Consideration, multiplied by (B) the number of shares of Company Common Stock subject to such restricted stock unit immediately prior to the Effective Time, plus (ii) the amount of any accrued but unpaid dividend equivalent rights under such restricted stock unit, net of any taxes withheld pursuant to the Merger Agreement."}],"balance_after":0,"derivative":{"underlying":"Class A Common","underlying_shares":2110},"source":{"system":"sec-edgar","filing":"0001104659-21-059187","document":"tm2114278d4_4seq1.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":5,"url":"https://www.sec.gov/Archives/edgar/data/1052100/000110465921059187/tm2114278d4_4seq1.xml","form_type":"4"}},{"id":2734803,"issuer":{"id":106121,"kind":"organization","name":"WADDELL & REED FINANCIAL INC"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"VP - Chief Acct Off,IR & Treas"}}],"security":"Restricted Stock Units","published_at":"2021-04-30T17:09:44.000Z","date":"2021-04-30","kind":"disposition_to_issuer","acquired":false,"shares":2047,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_price","element":"conversionOrExercisePrice","label":"F3","text":"Pursuant to the Merger Agreement, each outstanding restricted stock unit was terminated and cancelled as of immediately prior to the Effective Time and converted into the right to receive a cash payment equal to (i) (A) the Merger Consideration, multiplied by (B) the number of shares of Company Common Stock subject to such restricted stock unit immediately prior to the Effective Time, plus (ii) the amount of any accrued but unpaid dividend equivalent rights under such restricted stock unit, net of any taxes withheld pursuant to the Merger Agreement."},{"field":"price","element":"transactionPricePerShare","label":"F3","text":"Pursuant to the Merger Agreement, each outstanding restricted stock unit was terminated and cancelled as of immediately prior to the Effective Time and converted into the right to receive a cash payment equal to (i) (A) the Merger Consideration, multiplied by (B) the number of shares of Company Common Stock subject to such restricted stock unit immediately prior to the Effective Time, plus (ii) the amount of any accrued but unpaid dividend equivalent rights under such restricted stock unit, net of any taxes withheld pursuant to the Merger Agreement."},{"field":"derivative.exercise_date","element":"exerciseDate","label":"F3","text":"Pursuant to the Merger Agreement, each outstanding restricted stock unit was terminated and cancelled as of immediately prior to the Effective Time and converted into the right to receive a cash payment equal to (i) (A) the Merger Consideration, multiplied by (B) the number of shares of Company Common Stock subject to such restricted stock unit immediately prior to the Effective Time, plus (ii) the amount of any accrued but unpaid dividend equivalent rights under such restricted stock unit, net of any taxes withheld pursuant to the Merger Agreement."},{"field":"derivative.expiration_date","element":"expirationDate","label":"F3","text":"Pursuant to the Merger Agreement, each outstanding restricted stock unit was terminated and cancelled as of immediately prior to the Effective Time and converted into the right to receive a cash payment equal to (i) (A) the Merger Consideration, multiplied by (B) the number of shares of Company Common Stock subject to such restricted stock unit immediately prior to the Effective Time, plus (ii) the amount of any accrued but unpaid dividend equivalent rights under such restricted stock unit, net of any taxes withheld pursuant to the Merger Agreement."}],"balance_after":0,"derivative":{"underlying":"Class A Common","underlying_shares":2047},"source":{"system":"sec-edgar","filing":"0001104659-21-059187","document":"tm2114278d4_4seq1.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":4,"url":"https://www.sec.gov/Archives/edgar/data/1052100/000110465921059187/tm2114278d4_4seq1.xml","form_type":"4"}},{"id":2734802,"issuer":{"id":106121,"kind":"organization","name":"WADDELL & REED FINANCIAL INC"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"VP - Chief Acct Off,IR & Treas"}}],"security":"Restricted Stock Units","published_at":"2021-04-30T17:09:44.000Z","date":"2021-04-30","kind":"disposition_to_issuer","acquired":false,"shares":2047,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_price","element":"conversionOrExercisePrice","label":"F3","text":"Pursuant to the Merger Agreement, each outstanding restricted stock unit was terminated and cancelled as of immediately prior to the Effective Time and converted into the right to receive a cash payment equal to (i) (A) the Merger Consideration, multiplied by (B) the number of shares of Company Common Stock subject to such restricted stock unit immediately prior to the Effective Time, plus (ii) the amount of any accrued but unpaid dividend equivalent rights under such restricted stock unit, net of any taxes withheld pursuant to the Merger Agreement."},{"field":"price","element":"transactionPricePerShare","label":"F3","text":"Pursuant to the Merger Agreement, each outstanding restricted stock unit was terminated and cancelled as of immediately prior to the Effective Time and converted into the right to receive a cash payment equal to (i) (A) the Merger Consideration, multiplied by (B) the number of shares of Company Common Stock subject to such restricted stock unit immediately prior to the Effective Time, plus (ii) the amount of any accrued but unpaid dividend equivalent rights under such restricted stock unit, net of any taxes withheld pursuant to the Merger Agreement."},{"field":"derivative.exercise_date","element":"exerciseDate","label":"F3","text":"Pursuant to the Merger Agreement, each outstanding restricted stock unit was terminated and cancelled as of immediately prior to the Effective Time and converted into the right to receive a cash payment equal to (i) (A) the Merger Consideration, multiplied by (B) the number of shares of Company Common Stock subject to such restricted stock unit immediately prior to the Effective Time, plus (ii) the amount of any accrued but unpaid dividend equivalent rights under such restricted stock unit, net of any taxes withheld pursuant to the Merger Agreement."},{"field":"derivative.expiration_date","element":"expirationDate","label":"F3","text":"Pursuant to the Merger Agreement, each outstanding restricted stock unit was terminated and cancelled as of immediately prior to the Effective Time and converted into the right to receive a cash payment equal to (i) (A) the Merger Consideration, multiplied by (B) the number of shares of Company Common Stock subject to such restricted stock unit immediately prior to the Effective Time, plus (ii) the amount of any accrued but unpaid dividend equivalent rights under such restricted stock unit, net of any taxes withheld pursuant to the Merger Agreement."}],"balance_after":0,"derivative":{"underlying":"Class A Common","underlying_shares":2047},"source":{"system":"sec-edgar","filing":"0001104659-21-059187","document":"tm2114278d4_4seq1.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":3,"url":"https://www.sec.gov/Archives/edgar/data/1052100/000110465921059187/tm2114278d4_4seq1.xml","form_type":"4"}},{"id":2734801,"issuer":{"id":106121,"kind":"organization","name":"WADDELL & REED FINANCIAL INC"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"VP - Chief Acct Off,IR & Treas"}}],"security":"Restricted Stock Units","published_at":"2021-04-30T17:09:44.000Z","date":"2021-04-30","kind":"disposition_to_issuer","acquired":false,"shares":8178,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_price","element":"conversionOrExercisePrice","label":"F3","text":"Pursuant to the Merger Agreement, each outstanding restricted stock unit was terminated and cancelled as of immediately prior to the Effective Time and converted into the right to receive a cash payment equal to (i) (A) the Merger Consideration, multiplied by (B) the number of shares of Company Common Stock subject to such restricted stock unit immediately prior to the Effective Time, plus (ii) the amount of any accrued but unpaid dividend equivalent rights under such restricted stock unit, net of any taxes withheld pursuant to the Merger Agreement."},{"field":"price","element":"transactionPricePerShare","label":"F3","text":"Pursuant to the Merger Agreement, each outstanding restricted stock unit was terminated and cancelled as of immediately prior to the Effective Time and converted into the right to receive a cash payment equal to (i) (A) the Merger Consideration, multiplied by (B) the number of shares of Company Common Stock subject to such restricted stock unit immediately prior to the Effective Time, plus (ii) the amount of any accrued but unpaid dividend equivalent rights under such restricted stock unit, net of any taxes withheld pursuant to the Merger Agreement."},{"field":"derivative.exercise_date","element":"exerciseDate","label":"F3","text":"Pursuant to the Merger Agreement, each outstanding restricted stock unit was terminated and cancelled as of immediately prior to the Effective Time and converted into the right to receive a cash payment equal to (i) (A) the Merger Consideration, multiplied by (B) the number of shares of Company Common Stock subject to such restricted stock unit immediately prior to the Effective Time, plus (ii) the amount of any accrued but unpaid dividend equivalent rights under such restricted stock unit, net of any taxes withheld pursuant to the Merger Agreement."},{"field":"derivative.expiration_date","element":"expirationDate","label":"F3","text":"Pursuant to the Merger Agreement, each outstanding restricted stock unit was terminated and cancelled as of immediately prior to the Effective Time and converted into the right to receive a cash payment equal to (i) (A) the Merger Consideration, multiplied by (B) the number of shares of Company Common Stock subject to such restricted stock unit immediately prior to the Effective Time, plus (ii) the amount of any accrued but unpaid dividend equivalent rights under such restricted stock unit, net of any taxes withheld pursuant to the Merger Agreement."}],"balance_after":0,"derivative":{"underlying":"Class A Common","underlying_shares":8178},"source":{"system":"sec-edgar","filing":"0001104659-21-059187","document":"tm2114278d4_4seq1.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/1052100/000110465921059187/tm2114278d4_4seq1.xml","form_type":"4"}},{"id":2734800,"issuer":{"id":106121,"kind":"organization","name":"WADDELL & REED FINANCIAL INC"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"VP - Chief Acct Off,IR & Treas"}}],"security":"Class A Common","published_at":"2021-04-30T17:09:44.000Z","date":"2021-04-30","kind":"disposition_to_issuer","acquired":false,"shares":7821,"ownership":{"direct":true},"footnotes":[{"field":"price","element":"transactionPricePerShare","label":"F1","text":"On April 30, 2021, pursuant to the Agreement and Plan of Merger, dated as of December 2, 2020 (the \"Merger Agreement\"), by and among Waddell & Reed Financial, Inc. (the \"Company\"), Macquarie Management Holdings, Inc. (\"Parent\"), Merry Merger Sub, Inc. (\"Merger Sub\"), and (solely for limited purposes) Macquarie Financial Holdings Pty Ltd, Merger Sub merged with and into the Company (the \"Merger\"), with the Company surviving the Merger as a wholly owned subsidiary of Parent."},{"field":"price","element":"transactionPricePerShare","label":"F2","text":"(Continued from footnote 1) Pursuant to the Merger Agreement, each share of Class A Common Stock of the Company, par value $0.01 (the \"Company Common Stock\"), (including each share of restricted Company Common Stock which vested immediately prior to the effective time of the Merger (the \"Effective Time\")) issued and outstanding immediately prior to the Effective Time (other than shares of Company Common Stock directly owned and held by Parent or Merger Sub) was converted into the right to receive $25.00 per share in cash, without interest (the \"Merger Consideration\") and subject to any withholding of taxes required by applicable law in accordance with the Merger Agreement."}],"balance_after":0,"source":{"system":"sec-edgar","filing":"0001104659-21-059187","document":"tm2114278d4_4seq1.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1052100/000110465921059187/tm2114278d4_4seq1.xml","form_type":"4"}},{"id":2742202,"issuer":{"id":106121,"kind":"organization","name":"WADDELL & REED FINANCIAL INC"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"VP - Chief Acct Off,IR & Treas"}}],"security":"Restricted Stock Units","published_at":"2021-04-22T18:24:23.000Z","date":"2021-03-10","kind":"grant","acquired":true,"shares":2047,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"security","element":"securityTitle","label":"F1","text":"On March 12, 2021, the reporting person filed a Form 4 that inadvertantly omitted the grant of 2,047 cash-settled restricted stock units on March 10, 2021, as reported in this amendment."},{"field":"derivative.exercise_price","element":"conversionOrExercisePrice","label":"F2","text":"Each restricted stock unit represents a contingent right to a cash payment equal to the fair market value on the date immediately preceding the vesting date of one share of Issuer's Class A Common Stock."},{"field":"derivative.exercise_date","element":"exerciseDate","label":"F3","text":"Restricted stock units will vest in 1/4 increments beginning on the first anniversary of the grant date."},{"field":"derivative.expiration_date","element":"expirationDate","label":"F3","text":"Restricted stock units will vest in 1/4 increments beginning on the first anniversary of the grant date."}],"balance_after":2047,"derivative":{"underlying":"Class A Common","underlying_shares":2047},"source":{"system":"sec-edgar","filing":"0001052100-21-000031","document":"edgar.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1052100/000105210021000031/edgar.xml","form_type":"4/A","original_submission_date":"2021-03-12"}},{"id":2792672,"issuer":{"id":106121,"kind":"organization","name":"WADDELL & REED FINANCIAL INC"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"VP - Chief Acct Off,IR & Treas"}}],"security":"Restricted Stock Units","published_at":"2021-03-12T17:36:12.000Z","date":"2021-03-10","kind":"grant","acquired":true,"shares":2047,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_price","element":"conversionOrExercisePrice","label":"F4","text":"Each restricted stock unit represents a contingent right to receive, at Issuer's sole discretion, (i) a cash payment equal to the fair market value on the date immediately preceding the vesting date of one share of Issuer's Class A Common Stock or (ii) one share of Issuer's Class A Common Stock; provided, that, in the event of a Change of Control, each restricted stock unit shall be settled by cash payment."},{"field":"derivative.exercise_date","element":"exerciseDate","label":"F5","text":"Restricted stock units will vest in 1/4 increments beginning on the first anniversary of the grant date."},{"field":"derivative.expiration_date","element":"expirationDate","label":"F5","text":"Restricted stock units will vest in 1/4 increments beginning on the first anniversary of the grant date."}],"balance_after":2047,"derivative":{"underlying":"Class A Common","underlying_shares":2047},"source":{"system":"sec-edgar","filing":"0001052100-21-000025","document":"edgar.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":5,"url":"https://www.sec.gov/Archives/edgar/data/1052100/000105210021000025/edgar.xml","form_type":"4"}},{"id":2792671,"issuer":{"id":106121,"kind":"organization","name":"WADDELL & REED FINANCIAL INC"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"VP - Chief Acct Off,IR & Treas"}}],"security":"Restricted Stock Units","published_at":"2021-03-12T17:36:12.000Z","date":"2021-03-10","kind":"exercise","acquired":false,"shares":2726,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_price","element":"conversionOrExercisePrice","label":"F3","text":"Each restricted stock unit represents a contingent right to a cash payment equal to the fair market value on the date immediately preceding the vesting date of one share of Issuer's Class A Common Stock."},{"field":"price","element":"transactionPricePerShare","label":"F3","text":"Each restricted stock unit represents a contingent right to a cash payment equal to the fair market value on the date immediately preceding the vesting date of one share of Issuer's Class A Common Stock."}],"balance_after":8178,"derivative":{"exercise_date":"2021-03-10","expiration_date":"2021-03-10","underlying":"Class A Common","underlying_shares":2726},"source":{"system":"sec-edgar","filing":"0001052100-21-000025","document":"edgar.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":4,"url":"https://www.sec.gov/Archives/edgar/data/1052100/000105210021000025/edgar.xml","form_type":"4"}},{"id":2792670,"issuer":{"id":106121,"kind":"organization","name":"WADDELL & REED FINANCIAL INC"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"VP - Chief Acct Off,IR & Treas"}}],"security":"Class A Common","published_at":"2021-03-12T17:36:12.000Z","date":"2021-03-10","kind":"disposition_to_issuer","acquired":false,"shares":2726,"price":25.02,"value":68204.52,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F2","text":"Vesting of cash-settled restricted stock units is reported as a deemed acquisition and disposition of the number of shares of Class A Common Stock underlying the vested restricted stock units."}],"balance_after":7821,"source":{"system":"sec-edgar","filing":"0001052100-21-000025","document":"edgar.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":3,"url":"https://www.sec.gov/Archives/edgar/data/1052100/000105210021000025/edgar.xml","form_type":"4"}},{"id":2792669,"issuer":{"id":106121,"kind":"organization","name":"WADDELL & REED FINANCIAL INC"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"VP - Chief Acct Off,IR & Treas"}}],"security":"Class A Common","published_at":"2021-03-12T17:36:12.000Z","date":"2021-03-10","kind":"tax_withholding","acquired":true,"shares":2726,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F2","text":"Vesting of cash-settled restricted stock units is reported as a deemed acquisition and disposition of the number of shares of Class A Common Stock underlying the vested restricted stock units."},{"field":"price","element":"transactionPricePerShare","label":"F3","text":"Each restricted stock unit represents a contingent right to a cash payment equal to the fair market value on the date immediately preceding the vesting date of one share of Issuer's Class A Common Stock."}],"balance_after":10547,"source":{"system":"sec-edgar","filing":"0001052100-21-000025","document":"edgar.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/1052100/000105210021000025/edgar.xml","form_type":"4"}},{"id":2792668,"issuer":{"id":106121,"kind":"organization","name":"WADDELL & REED FINANCIAL INC"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"VP - Chief Acct Off,IR & Treas"}}],"security":"Class A Common","published_at":"2021-03-12T17:36:12.000Z","date":"2021-03-10","kind":"tax_withholding","acquired":false,"shares":343,"price":25.02,"value":8581.86,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"The reporting person surrendered these shares to satisfy tax withholding obligations resulting from the vesting of shares of restricted stock."}],"balance_after":7821,"source":{"system":"sec-edgar","filing":"0001052100-21-000025","document":"edgar.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1052100/000105210021000025/edgar.xml","form_type":"4"}},{"id":2909838,"issuer":{"id":106121,"kind":"organization","name":"WADDELL & REED FINANCIAL INC"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"VP - Chief Acct Off,IR & Treas"}}],"security":"Restricted Stock Units","published_at":"2021-01-12T18:06:41.000Z","date":"2021-01-10","kind":"exercise","acquired":false,"shares":1055,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_price","element":"conversionOrExercisePrice","label":"F3","text":"Each restricted stock unit represents a contingent right to a cash payment equal to the fair market value on the vesting date of one share of Issuer's Class A Common Stock."},{"field":"price","element":"transactionPricePerShare","label":"F3","text":"Each restricted stock unit represents a contingent right to a cash payment equal to the fair market value on the vesting date of one share of Issuer's Class A Common Stock."}],"balance_after":2110,"derivative":{"exercise_date":"2021-01-10","expiration_date":"2021-01-10","underlying":"Class A Common","underlying_shares":1055},"source":{"system":"sec-edgar","filing":"0001052100-21-000018","document":"edgar.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":4,"url":"https://www.sec.gov/Archives/edgar/data/1052100/000105210021000018/edgar.xml","form_type":"4"}},{"id":2909837,"issuer":{"id":106121,"kind":"organization","name":"WADDELL & REED FINANCIAL INC"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"VP - Chief Acct Off,IR & Treas"}}],"security":"Class A Common","published_at":"2021-01-12T18:06:41.000Z","date":"2021-01-10","kind":"disposition_to_issuer","acquired":false,"shares":1055,"price":25.03,"value":26406.65,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F2","text":"Vesting of cash-settled restricted stock units is reported as a deemed acquisition and disposition of the number of shares of Class A Common Stock underlying the vested restricted stock units."}],"balance_after":8164,"source":{"system":"sec-edgar","filing":"0001052100-21-000018","document":"edgar.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":3,"url":"https://www.sec.gov/Archives/edgar/data/1052100/000105210021000018/edgar.xml","form_type":"4"}},{"id":2909836,"issuer":{"id":106121,"kind":"organization","name":"WADDELL & REED FINANCIAL INC"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"VP - Chief Acct Off,IR & Treas"}}],"security":"Class A Common","published_at":"2021-01-12T18:06:41.000Z","date":"2021-01-10","kind":"exercise","acquired":true,"shares":1055,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F2","text":"Vesting of cash-settled restricted stock units is reported as a deemed acquisition and disposition of the number of shares of Class A Common Stock underlying the vested restricted stock units."},{"field":"price","element":"transactionPricePerShare","label":"F3","text":"Each restricted stock unit represents a contingent right to a cash payment equal to the fair market value on the vesting date of one share of Issuer's Class A Common Stock."}],"balance_after":9219,"source":{"system":"sec-edgar","filing":"0001052100-21-000018","document":"edgar.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/1052100/000105210021000018/edgar.xml","form_type":"4"}},{"id":2909835,"issuer":{"id":106121,"kind":"organization","name":"WADDELL & REED FINANCIAL INC"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"VP - Chief Acct Off,IR & Treas"}}],"security":"Class A Common","published_at":"2021-01-12T18:06:41.000Z","date":"2021-01-10","kind":"tax_withholding","acquired":false,"shares":365,"price":25.03,"value":9135.95,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"The reporting person surrendered these shares to satisfy tax withholding obligations resulting from the vesting of shares of restricted stock."}],"balance_after":8164,"source":{"system":"sec-edgar","filing":"0001052100-21-000018","document":"edgar.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1052100/000105210021000018/edgar.xml","form_type":"4"}},{"id":3213931,"issuer":{"id":106121,"kind":"organization","name":"WADDELL & REED FINANCIAL INC"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"VP - Chief Acct Off,IR & Treas"}}],"security":"Restricted Stock Units","published_at":"2020-03-12T17:12:12.000Z","date":"2020-03-10","kind":"grant","acquired":true,"shares":10904,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_price","element":"conversionOrExercisePrice","label":"F2","text":"Each restricted stock unit represents a contingent right to a cash payment equal to the fair market value on the vesting date of one share of Issuer's Class A Common Stock."},{"field":"derivative.exercise_date","element":"exerciseDate","label":"F3","text":"The restricted stock units will vest in 1/4 increments beginning on the first anniversary of the grant date."},{"field":"derivative.expiration_date","element":"expirationDate","label":"F3","text":"The restricted stock units will vest in 1/4 increments beginning on the first anniversary of the grant date."}],"balance_after":10904,"derivative":{"underlying":"Class A Common","underlying_shares":10904},"source":{"system":"sec-edgar","filing":"0001052100-20-000034","document":"edgar.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/1052100/000105210020000034/edgar.xml","form_type":"4"}},{"id":3213930,"issuer":{"id":106121,"kind":"organization","name":"WADDELL & REED FINANCIAL INC"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"VP - Chief Acct Off,IR & Treas"}}],"security":"Class A Common","published_at":"2020-03-12T17:12:12.000Z","date":"2020-03-10","kind":"grant","acquired":true,"shares":4673,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"Shares of restricted stock will vest in 1/4 increments beginning on the first anniversary of the grant date."}],"balance_after":8529,"source":{"system":"sec-edgar","filing":"0001052100-20-000034","document":"edgar.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1052100/000105210020000034/edgar.xml","form_type":"4"}},{"id":3311861,"issuer":{"id":106121,"kind":"organization","name":"WADDELL & REED FINANCIAL INC"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"VP - Chief Acct Off,IR & Treas"}}],"security":"Restricted Stock Units","published_at":"2020-01-14T17:50:48.000Z","date":"2020-01-10","kind":"exercise","acquired":false,"shares":1056,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_price","element":"conversionOrExercisePrice","label":"F3","text":"Each restricted stock unit represents a contingent right to a cash payment equal to the fair market value on the vesting date of one share of Issuer's Class A Common Stock."},{"field":"price","element":"transactionPricePerShare","label":"F3","text":"Each restricted stock unit represents a contingent right to a cash payment equal to the fair market value on the vesting date of one share of Issuer's Class A Common Stock."}],"balance_after":3165,"derivative":{"exercise_date":"2020-01-10","expiration_date":"2020-01-10","underlying":"Class A Common","underlying_shares":1056},"source":{"system":"sec-edgar","filing":"0001052100-20-000021","document":"edgar.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":4,"url":"https://www.sec.gov/Archives/edgar/data/1052100/000105210020000021/edgar.xml","form_type":"4"}},{"id":3311860,"issuer":{"id":106121,"kind":"organization","name":"WADDELL & REED FINANCIAL INC"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"VP - Chief Acct Off,IR & Treas"}}],"security":"Class A Common","published_at":"2020-01-14T17:50:48.000Z","date":"2020-01-10","kind":"disposition_to_issuer","acquired":false,"shares":1056,"price":16.56,"value":17487.36,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F2","text":"Vesting of cash-settled restricted stock units is reported as a deemed acquisition and disposition of the number of shares of Class A Common Stock underlying the vested restricted stock units."}],"balance_after":3856,"source":{"system":"sec-edgar","filing":"0001052100-20-000021","document":"edgar.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":3,"url":"https://www.sec.gov/Archives/edgar/data/1052100/000105210020000021/edgar.xml","form_type":"4"}},{"id":3311859,"issuer":{"id":106121,"kind":"organization","name":"WADDELL & REED FINANCIAL INC"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"VP - Chief Acct Off,IR & Treas"}}],"security":"Class A Common","published_at":"2020-01-14T17:50:48.000Z","date":"2020-01-10","kind":"exercise","acquired":true,"shares":1056,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F2","text":"Vesting of cash-settled restricted stock units is reported as a deemed acquisition and disposition of the number of shares of Class A Common Stock underlying the vested restricted stock units."},{"field":"price","element":"transactionPricePerShare","label":"F3","text":"Each restricted stock unit represents a contingent right to a cash payment equal to the fair market value on the vesting date of one share of Issuer's Class A Common Stock."}],"balance_after":4912,"source":{"system":"sec-edgar","filing":"0001052100-20-000021","document":"edgar.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/1052100/000105210020000021/edgar.xml","form_type":"4"}},{"id":3311858,"issuer":{"id":106121,"kind":"organization","name":"WADDELL & REED FINANCIAL INC"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"DALEY MICHAEL JOHN","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"VP - Chief Acct Off,IR & Treas"}}],"security":"Class A Common","published_at":"2020-01-14T17:50:48.000Z","date":"2020-01-10","kind":"tax_withholding","acquired":false,"shares":365,"price":16.56,"value":6044.4,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"The reporting person surrendered these shares to satisfy tax withholding obligations resulting from the vesting of shares of restricted stock."}],"balance_after":3856,"source":{"system":"sec-edgar","filing":"0001052100-20-000021","document":"edgar.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1052100/000105210020000021/edgar.xml","form_type":"4"}},{"id":4015592,"issuer":{"id":4575,"kind":"organization","name":"National Bank Holdings Corp","symbol":"NBHC"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"Daley Michael John","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"Chief Accounting Officer"}}],"security":"Employee Stock Option (Right to Buy)","published_at":"2018-03-05T17:22:29.000Z","date":"2018-03-01","kind":"grant","acquired":true,"shares":1628,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_date","element":"exerciseDate","label":"F2","text":"Granted under the NBHC 2014 Omnibus Incentive Plan. The stock option award is scheduled to vest in three equal annual installments beginning on April 28, 2019."}],"balance_after":1628,"derivative":{"exercise_price":32.65,"expiration_date":"2028-03-01","underlying":"Common Stock","underlying_shares":1628},"source":{"system":"sec-edgar","filing":"0001179110-18-003509","document":"edgar.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/1673647/000117911018003509/edgar.xml","form_type":"4"}},{"id":4015591,"issuer":{"id":4575,"kind":"organization","name":"National Bank Holdings Corp","symbol":"NBHC"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"Daley Michael John","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"Chief Accounting Officer"}}],"security":"Common Stock","published_at":"2018-03-05T17:22:29.000Z","date":"2018-03-01","kind":"grant","acquired":true,"shares":551,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"Shares of restricted stock granted under the NBHC 2014 Omnibus Incentive Plan. The shares are time vesting and vest in three equal annual installments beginning on April 28, 2019."}],"balance_after":3544,"source":{"system":"sec-edgar","filing":"0001179110-18-003509","document":"edgar.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1673647/000117911018003509/edgar.xml","form_type":"4"}},{"id":4333394,"issuer":{"id":4575,"kind":"organization","name":"National Bank Holdings Corp","symbol":"NBHC"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"Daley Michael John","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"Chief Accounting Officer"}}],"security":"Common Stock","published_at":"2017-05-04T17:27:46.000Z","date":"2017-05-02","kind":"tax_withholding","acquired":false,"shares":65,"price":31.65,"value":2057.25,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"Shares withheld to settle income tax liability on restricted stock that vested on May 2, 2017."}],"balance_after":2993,"source":{"system":"sec-edgar","filing":"0001179110-17-006575","document":"edgar.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1673647/000117911017006575/edgar.xml","form_type":"4"}},{"id":4338175,"issuer":{"id":4575,"kind":"organization","name":"National Bank Holdings Corp","symbol":"NBHC"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"Daley Michael John","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"Chief Accounting Officer"}}],"security":"Common Stock","published_at":"2017-05-02T18:48:46.000Z","date":"2017-04-29","kind":"tax_withholding","acquired":false,"shares":128,"price":31.57,"value":4040.96,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F2","text":"Shares withheld to settle income tax liability on restricted stock that vested on April 29, 2017."}],"balance_after":3058,"source":{"system":"sec-edgar","filing":"0001179110-17-006436","document":"edgar.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/1673647/000117911017006436/edgar.xml","form_type":"4"}},{"id":4338174,"issuer":{"id":4575,"kind":"organization","name":"National Bank Holdings Corp","symbol":"NBHC"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"Daley Michael John","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"Chief Accounting Officer"}}],"security":"Common Stock","published_at":"2017-05-02T18:48:46.000Z","date":"2017-04-28","kind":"tax_withholding","acquired":false,"shares":510,"price":31.57,"value":16100.7,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"Shares withheld to settle income tax liability on restricted stock that vested on April 28, 2017."}],"balance_after":3186,"source":{"system":"sec-edgar","filing":"0001179110-17-006436","document":"edgar.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1673647/000117911017006436/edgar.xml","form_type":"4"}},{"id":4404493,"issuer":{"id":4575,"kind":"organization","name":"National Bank Holdings Corp","symbol":"NBHC"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"Daley Michael John","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"Chief Accounting Officer"}}],"security":"Employee Stock Option (Right to Buy)","published_at":"2017-03-03T18:08:24.000Z","date":"2017-03-01","kind":"grant","acquired":true,"shares":2541,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_date","element":"exerciseDate","label":"F3","text":"Granted under the NBHC 2014 Omnibus Incentive Plan. The stock option award is scheduled to vest in three equal annual installments beginning on April 28, 2018."}],"balance_after":2541,"derivative":{"exercise_price":34.04,"expiration_date":"2027-03-01","underlying":"Common Stock","underlying_shares":2541},"source":{"system":"sec-edgar","filing":"0001179110-17-003870","document":"edgar.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/1673647/000117911017003870/edgar.xml","form_type":"4"}},{"id":4404492,"issuer":{"id":4575,"kind":"organization","name":"National Bank Holdings Corp","symbol":"NBHC"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"Daley Michael John","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"Chief Accounting Officer"}}],"security":"Common Stock","published_at":"2017-03-03T18:08:24.000Z","date":"2017-03-01","kind":"grant","acquired":true,"shares":881,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"Shares of restricted stock granted under the NBHC 2014 Omnibus Incentive Plan. The shares are time vesting and vest in three equal annual installments beginning on April 28, 2018."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Includes 62 shares acquired under the National Bank Holdings Corporation Employee Stock Purchase Plan on August 31, 2016."}],"balance_after":3696,"source":{"system":"sec-edgar","filing":"0001179110-17-003870","document":"edgar.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1673647/000117911017003870/edgar.xml","form_type":"4"}},{"id":4533499,"issuer":{"id":4575,"kind":"organization","name":"National Bank Holdings Corp","symbol":"NBHC"},"owners":[{"id":82456,"kind":"person","name":"DALEY MICHAEL JOHN","position":1,"cik":"0001673647","reported_name":"Daley Michael John","relationship":{"director":false,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"Chief Accounting Officer"}}],"security":"Common Stock","published_at":"2016-12-05T19:18:38.000Z","date":"2016-12-02","kind":"sale","acquired":false,"shares":976,"price":29.249,"value":28547.024,"ownership":{"direct":true},"balance_after":2753,"source":{"system":"sec-edgar","filing":"0001179110-16-032437","document":"edgar.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1673647/000117911016032437/edgar.xml","form_type":"4"}}]}