Insider Holders & Insider Ownership - AVANTAX INC. (AVTA)

List of insiders holdings for AVANTAX INC.:
  1. Shares directly owned by the insider.
  2. Shares indirectly owned by the insider.
  3. Total shares owned by the insider (sum of shares directly and indirectly owned).
  4. Total market value if available.
  5. Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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#Insider Holder NameReport
Date Time		Shares Owned
Directly
Indirectly		Total
Shares Owned		Filing
1MERRILL LYNCH & CO INC
MERRILL LYNCH PIERCE FENNER & SMITH INC
10% Owner		2009-02-17 17:29:012,537,292
0		2,537,292Form 13G
2SANDELL ASSET MANAGEMENT CORP
Director		2009-10-08 17:07:361,687,021
0		1,687,021Form 13D
3Snyder Andrew Miles
Director		2017-05-24 16:39:0479,910
1,240,460		1,320,370Form 4
4Clendening John S
President and CEO		2020-01-06 17:21:23634,297
0		634,297Form 4
5Ochs Roger Carlton
CEO of H.D. Vest, Inc.		2016-02-05 17:11:33625,000
0		625,000Form 4
6LANSING WILLIAM J
President and CEO		2010-08-03 16:16:38253,452
0		253,452Form 4
7Oros Robert D
CEO of H.D. Vest, Inc.		2018-11-07 16:30:00228,103
0		228,103Form 4
8ISKRA KATHLEEN RAE
President and COO		2005-11-04 18:08:43200,000
0		200,000Form 4
9Ruckelshaus William J
President and CEO		2016-04-04 17:41:05191,550
0		191,550Form 4
10West Stuart
VP CorpDev-Chief Strategy Ofcr		2009-05-13 18:42:50175,000
0		175,000Form 4
11Stevenson Mathieu Frederic
Chief Marketing Officer		2018-10-26 16:52:55169,938
0		169,938Form 4
12BINDER DAVID BRADLEY
CFO and Treasurer		2011-04-04 19:32:44150,098
0		150,098Form 4
13Rodkin John J
General Manager of Search		2010-06-03 12:27:12135,120
0		135,120Form 4
14MCMANUS BRIAN T
EVP - Online		2008-01-02 20:11:06129,508
0		129,508Form 4
15Elfman Steven Lawrence
EVP Mobile Division		2008-01-02 20:07:59127,792
0		127,792Form 4
16Turay Pamela Margaret
Chief Human Resources Officer		2016-10-18 16:50:16118,129
0		118,129Form 4
17VANDERMEULEN KENDRA
EVP - InfoSpace Mobile		2004-11-01 20:15:12113,469
0		113,469Form 4
18EMANS ERIC MICHAEL
Chief Financial Officer		2017-10-27 16:48:36113,022
0		113,022Form 4
19MELFI VICTOR
Chief Strategy Officer		2005-02-01 14:04:45112,500
0		112,500Form 4
20Campbell Curtis A
President Software		2022-12-20 20:52:57100,038
0		100,038Form 4
21Hawthornthwaite Stephen P
VP, Corporate Development		2011-09-26 13:22:5997,993
0		97,993Form 4
22Baskaran Sanjay
President, TaxAct, Inc.		2018-02-22 17:09:1397,047
0		97,047Form 4
23BRUDER ANN J.
Chief Legal Officer & Sec'y		2023-01-11 18:46:5396,812
0		96,812Form 4
24HSIEH ALLEN
Chief Financial Officer		2008-01-02 20:09:3195,140
0		95,140Form 4
25Kintzel JoAnn
President, TaxAct, Inc.		2016-11-09 18:25:4293,725
0		93,725Form 4
26ROSTOV DAVID
Chief Financial Officer		2006-04-03 17:55:2180,000
0		80,000Form 4
27Behl Nikhil
CEO, Mercantila		2011-05-12 12:23:2078,993
0		78,993Form 4
28Easter Robert Bruce Jr.
SVP - Secretary & Gen. Counsel		2008-01-02 20:06:0478,765
0		78,765Form 4
29PINNEY ALESIA LEE
General Counsel and Secretary		2011-01-21 11:08:3575,753
0		75,753Form 4
30BELSHEIM EDMUND O
Chief Administrative Officer		2006-06-08 16:33:1975,000
0		75,000Form 4
31McElfresh Travis
Chief Technology Officer		2012-03-21 16:35:5774,669
0		74,669Form 4
32Hogan Michael P
Pres. Tax-Smart Innovation		2020-01-13 18:04:1474,041
0		74,041Form 4
33CUNNINGHAM JOHN E IV
Director		2016-06-02 15:42:0563,453
9,280		72,733Form 4
34THOMAS SUNIL
Chief Technology Officer		2009-01-12 17:44:4970,242
0		70,242Form 4
35Chung David H S
Director		2016-05-26 17:33:3966,479
0		66,479Form 4
36Hooper Steve
Director		2016-05-26 17:40:2965,479
0		65,479Form 4
37Zappone Mary Slagle
Director		2023-01-20 21:27:1863,639
0		63,639Form 4
38Mansour Peter
President, Infospace LLC		2016-08-11 17:23:2962,298
0		62,298Form 4
39Kumar Ajay
President of Monoprice		2014-07-01 13:20:1660,217
0		60,217Form 4
40Dunn Lance G
Director		2018-10-02 16:22:4359,630
0		59,630Form 4
41Vasquez Enrique M
President of Wealth Management		2020-01-13 17:53:5758,100
0		58,100Form 4
42Taylor Transient C
Chief HR Officer		2020-01-13 17:51:5654,227
0		54,227Form 4
43HUEBNER ELIZABETH
Director		2017-06-02 16:47:0752,713
0		52,713Form 4
44Aldrich Steven
Director		2023-01-20 21:16:4546,680
0		46,680Form 4
45Athwal Davinder S
Chief Financial Officer		2020-01-06 17:24:3944,681
0		44,681Form 4
46ATWELL WILLIAM L
Director		2019-05-30 16:20:1942,175
0		42,175Form 4
47Glover Michael John Boyd
President of InfoSpace LLC		2014-04-09 09:14:5241,710
0		41,710Form 4
48Carsley Mimi
Interim CFO		2020-03-18 18:38:0530,647
0		30,647Form 4
49MacIlwaine John
Director		2021-04-28 17:15:4729,737
0		29,737Form 4
50Haimovitz Jules
Director		2013-05-23 11:47:0929,100
0		29,100Form 4
51TORRES ALEJANDRO CARRILLO
General Counsel and Secretary		2009-07-14 12:19:5128,110
0		28,110Form 4
52SCHOEMAKER LINDA A
General Counsel and Secretary		2014-07-03 14:50:2821,956
5,100		27,056Form 4
53HEARNEY RICHARD D
Director		2012-06-01 17:45:0724,600
0		24,600Form 4
54Allenbaugh Bruce Michael
Chief Marketing Officer		2009-02-04 20:52:4824,518
0		24,518Form 4
55Garnett Nathan
Gen Counsel & Secretary		2015-05-11 17:10:4623,697
0		23,697Form 4
56Allen George
Exec. VP-Corporate Development		2015-07-07 20:05:5022,279
0		22,279Form 4
57TAFFER LEWIS M
Director		2012-05-16 17:37:5621,100
0		21,100Form 4
58Luthi Bernard W
President of Monoprice		2016-11-21 16:24:2317,957
0		17,957Form 4
59Finkelstein Mark A
Chief Legal & Admin Officer		2017-05-08 17:30:0617,550
0		17,550Form 4
60Gardner H. McIntyre
Director		2019-05-24 17:00:3516,189
0		16,189Form 4
61KELLY BRADEN R
Director		2010-05-12 21:46:1415,600
0		15,600Form 4
62Clark-Bolt Brett Jefferson
EVP of HR		2016-07-06 17:24:3412,710
0		12,710Form 4
63Palmer John David
Principal Accounting Officer		2019-05-15 16:51:2212,616
0		12,616Form 4
64Chang Leo S.
Chief Technology Officer		2010-10-19 17:35:3210,563
0		10,563Form 4
65VOELKER JAMES
Director		2012-11-07 14:53:229,000
0		9,000Form 4
66TRONSRUE GEORGE M III
Director		2009-06-08 17:10:437,500
0		7,500Form 4
67WITTMAN VANESSA AMES
Director		2007-06-01 15:28:157,500
0		7,500Form 4
68LUMRY RUFUS W III
Director		2006-05-10 16:51:027,500
0		7,500Form 4
69KONDEPUDI PRAKASH
EVP Merchant		2004-03-04 16:57:392,867
0		2,867Form 4
70Davis Stephen J
President, Mobile&Online Media		2006-08-02 18:16:23366
0		366Form 4
71Graziano Nick
Director		2008-05-14 15:47:351
0		1Form 4
72JAIN NAVEEN
Former 10% Owner		2005-02-14 20:42:250
0		0Form 13G
73Schreuder Jana R
Director		2023-11-29 15:11:330
0		0Form 4
74Rao Karthik
Director		2023-11-29 15:18:090
0		0Form 4
75Perry Tina
Director		2023-11-29 15:23:440
0		0Form 4
76LEAMAN J RICHARD III
Director		2023-11-29 15:26:290
0		0Form 4
77Kotecha Kanayalal Amritlal
Director		2023-11-29 15:27:230
0		0Form 4
78PROCTOR GEORGANNE
Director		2023-11-29 15:29:320
0		0Form 4
79HAYLES CAROL
Director		2023-11-29 15:31:100
0		0Form 4
80ERNST MARK A
Director		2023-11-29 15:32:450
0		0Form 4
81Mackay Todd C
President of Wealth Mgmt		2023-11-29 15:33:420
0		0Form 4
82Bailey Tabitha
Chief Legal Officer & Corp Sec		2023-11-29 15:36:480
0		0Form 4
83Murray Stacy
Principal Accounting Officer		2023-11-29 15:39:490
0		0Form 4
84Walters Christopher William
Chief Executive Officer		2023-11-29 15:41:230
0		0Form 4
85Mehlman Marc
Chief Financial Officer		2023-11-29 15:49:140
0		0Form 4