Insider Trading & Ownership - AVANTAX INC. (AVTA)

Real time insider trading transaction history:

  • Insiders are prohibited from making short-swing profits by trading their shares within 6 months of the registration or acquiring the shares.
  • 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
What is insider trading>>
Time period
Insider Trading Transactions for AVANTAX INC.
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Common stock purchase or sale:
Transaction
Date
Reported
DateTime
CompanySymbolInsider
Relationship
Shares
Traded
Average
Price
Total
Amount
Shares
Owned
Filing
2023-02-28
Sale
2023-03-02
7:28 pm
AVANTAX INC.AVTAMurray Stacy
Principal Accounting Officer
8,494$29.04$246,6663,110
(Direct)
View

Stock options: Exercise, Award, Grant, Conversion
Transaction
Date
Reported
DateTime
Exercisable
Expiration
CompanySymnbolInsider
Relationship
Shares
Traded
Conversion
Price
Shares
Owned
Filing
2023-11-27
Option Award
2023-11-29
3:49 pm
N/A
N/A
AVANTAX INC.AVTAMehlman Marc
Chief Financial Officer
80,718$00
(Direct)
View
2023-11-27
Disposition
2023-11-29
3:49 pm
N/A
2027-04-27
AVANTAX INC.AVTAMehlman Marc
Chief Financial Officer
100,333$00
(Direct)
View
2023-11-27
Disposition
2023-11-29
3:49 pm
N/A
N/A
AVANTAX INC.AVTAMehlman Marc
Chief Financial Officer
171,110$260
(Direct)
View
2023-11-27
Option Award
2023-11-29
3:41 pm
N/A
N/A
AVANTAX INC.AVTAWalters Christopher William
Chief Executive Officer
513,258$00
(Direct)
View
2023-11-27
Disposition
2023-11-29
3:41 pm
N/A
2027-01-30
AVANTAX INC.AVTAWalters Christopher William
Chief Executive Officer
725,275$00
(Direct)
View
2023-11-27
Disposition
2023-11-29
3:41 pm
N/A
N/A
AVANTAX INC.AVTAWalters Christopher William
Chief Executive Officer
867,379$260
(Direct)
View
2023-11-27
Disposition
2023-11-29
3:39 pm
N/A
N/A
AVANTAX INC.AVTAMurray Stacy
Principal Accounting Officer
7,966$00
(Direct)
View
2023-11-27
Disposition
2023-11-29
3:39 pm
N/A
N/A
AVANTAX INC.AVTAMurray Stacy
Principal Accounting Officer
2,846$260
(Direct)
View
2023-11-27
Option Award
2023-11-29
3:36 pm
N/A
N/A
AVANTAX INC.AVTABailey Tabitha
Chief Legal Officer & Corp Sec
9,222$00
(Direct)
View
2023-11-27
Disposition
2023-11-29
3:36 pm
N/A
N/A
AVANTAX INC.AVTABailey Tabitha
Chief Legal Officer & Corp Sec
18,787$260
(Direct)
View
2023-11-27
Option Award
2023-11-29
3:33 pm
N/A
N/A
AVANTAX INC.AVTAMackay Todd C
President of Wealth Mgmt
99,132$00
(Direct)
View
2023-11-27
Disposition
2023-11-29
3:33 pm
N/A
2024-07-01
AVANTAX INC.AVTAMackay Todd C
President of Wealth Mgmt
138,437$00
(Direct)
View
2023-11-27
Disposition
2023-11-29
3:33 pm
N/A
N/A
AVANTAX INC.AVTAMackay Todd C
President of Wealth Mgmt
247,048$260
(Direct)
View
2023-11-27
Disposition
2023-11-29
3:32 pm
N/A
N/A
AVANTAX INC.AVTAERNST MARK A
Director
116,566$260
(Direct)
View
2023-11-27
Disposition
2023-11-29
3:31 pm
N/A
N/A
AVANTAX INC.AVTAHAYLES CAROL
Director
42,980$260
(Direct)
View
2023-11-27
Disposition
2023-11-29
3:29 pm
N/A
N/A
AVANTAX INC.AVTAPROCTOR GEORGANNE
Director
64,643$260
(Direct)
View
2023-11-27
Disposition
2023-11-29
3:27 pm
N/A
N/A
AVANTAX INC.AVTAKotecha Kanayalal Amritlal
Director
27,249$260
(Direct)
View
2023-11-27
Disposition
2023-11-29
3:26 pm
N/A
N/A
AVANTAX INC.AVTALEAMAN J RICHARD III
Director
22,249$260
(Direct)
View
2023-11-27
Disposition
2023-11-29
3:23 pm
N/A
N/A
AVANTAX INC.AVTAPerry Tina
Director
31,763$260
(Direct)
View
2023-11-27
Disposition
2023-11-29
3:18 pm
N/A
N/A
AVANTAX INC.AVTARao Karthik
Director
41,412$260
(Direct)
View
2023-11-27
Disposition
2023-11-29
3:11 pm
N/A
N/A
AVANTAX INC.AVTASchreuder Jana R
Director
42,566$260
(Direct)
View
2023-06-26
Tax Withholding
2023-06-28
5:44 pm
N/A
N/A
AVANTAX INC.AVTAMurray Stacy
Principal Accounting Officer
264$22.142,846
(Direct)
View
2023-05-23
Tax Withholding
2023-05-25
4:32 pm
N/A
N/A
AVANTAX INC.AVTAWalters Christopher William
Chief Executive Officer
10,016$21.75354,121
(Direct)
View
2023-05-23
Exercise
2023-05-25
4:32 pm
2017-05-24
2023-05-24
AVANTAX INC.AVTAWalters Christopher William
Chief Executive Officer
15,569$0354,121
(Direct)
View
2023-05-23
Exercise
2023-05-25
4:32 pm
N/A
N/A
AVANTAX INC.AVTAWalters Christopher William
Chief Executive Officer
15,569$8.96354,121
(Direct)
View
2023-05-21
Tax Withholding
2023-05-23
5:18 pm
N/A
N/A
AVANTAX INC.AVTAWalters Christopher William
Chief Executive Officer
4,895$21.25348,568
(Direct)
View
2023-05-21
Tax Withholding
2023-05-23
5:15 pm
N/A
N/A
AVANTAX INC.AVTAMackay Todd C
President of Wealth Mgmt
2,457$21.25147,916
(Direct)
View
2023-05-04
Option Award
2023-05-08
4:55 pm
N/A
N/A
AVANTAX INC.AVTAPROCTOR GEORGANNE
Director
8,602$064,643
(Direct)
View
2019-06-28
Option Award(A)
2023-05-08
4:53 pm
N/A
N/A
AVANTAX INC.AVTAPROCTOR GEORGANNE
Director
1,488$016,168
(Direct)
View
2023-05-04
Option Award
2023-05-08
4:51 pm
N/A
N/A
AVANTAX INC.AVTAHAYLES CAROL
Director
6,084$042,980
(Direct)
View
2023-05-04
Option Award
2023-05-08
4:47 pm
N/A
N/A
AVANTAX INC.AVTAKotecha Kanayalal Amritlal
Director
6,084$027,249
(Direct)
View
2023-05-04
Option Award
2023-05-08
4:45 pm
N/A
N/A
AVANTAX INC.AVTASchreuder Jana R
Director
6,084$042,566
(Direct)
View
2023-05-04
Option Award
2023-05-08
4:44 pm
N/A
N/A
AVANTAX INC.AVTAPerry Tina
Director
6,084$031,763
(Direct)
View
2023-05-04
Option Award
2023-05-08
4:43 pm
N/A
N/A
AVANTAX INC.AVTALEAMAN J RICHARD III
Director
6,084$022,249
(Direct)
View
2023-05-04
Option Award
2023-05-08
4:42 pm
N/A
N/A
AVANTAX INC.AVTAERNST MARK A
Director
6,084$0116,566
(Direct)
View
2023-05-04
Option Award
2023-05-08
4:40 pm
N/A
N/A
AVANTAX INC.AVTARao Karthik
Director
6,084$041,412
(Direct)
View
2023-04-27
Tax Withholding
2023-05-01
5:05 pm
N/A
N/A
AVANTAX INC.AVTAMehlman Marc
Chief Financial Officer
3,279$090,392
(Direct)
View
2023-02-02
Option Award
2023-02-06
4:41 pm
N/A
N/A
AVANTAX INC.AVTABailey Tabitha
Chief Legal Officer & Corp Sec
5,147$09,565
(Direct)
View
2023-01-27
Tax Withholding
2023-01-31
9:32 pm
N/A
N/A
AVANTAX INC.AVTAWalters Christopher William
Chief Executive Officer
9,138$29.35353,463
(Direct)
View
2023-01-30
Tax Withholding
2023-01-31
9:32 pm
N/A
N/A
AVANTAX INC.AVTAWalters Christopher William
Chief Executive Officer
11,232$29.04353,463
(Direct)
View
2023-01-27
Option Award
2023-01-31
9:32 pm
N/A
N/A
AVANTAX INC.AVTAWalters Christopher William
Chief Executive Officer
23,223$0353,463
(Direct)
View
2023-01-27
Tax Withholding
2023-01-31
9:30 pm
N/A
N/A
AVANTAX INC.AVTAMackay Todd C
President of Wealth Mgmt
1,698$29.35150,373
(Direct)
View
2023-01-27
Option Award
2023-01-31
9:30 pm
N/A
N/A
AVANTAX INC.AVTAMackay Todd C
President of Wealth Mgmt
3,868$0150,373
(Direct)
View

Ownership
2023-01-27
6:17 pm
N/A
N/A
AVANTAX INC.BCORBailey Tabitha
Chief Legal Officer & Corp Sec
0$04,418
(Direct)
View
2022-05-23
Option Award
2023-01-20
9:27 pm
N/A
N/A
BLUCORA INC.BCORZappone Mary Slagle
Director
1,213$063,639
(Direct)
View
2022-05-23
Option Award
2023-01-20
9:25 pm
N/A
N/A
BLUCORA INC.BCORHAYLES CAROL
Director
1,213$036,896
(Direct)
View
2022-05-23
Option Award
2023-01-20
9:24 pm
N/A
N/A
BLUCORA INC.BCORPerry Tina
Director
1,213$025,679
(Direct)
View
2022-05-23
Option Award
2023-01-20
9:23 pm
N/A
N/A
BLUCORA INC.BCORRao Karthik
Director
1,213$035,328
(Direct)
View
2022-05-23
Option Award
2023-01-20
9:22 pm
N/A
N/A
BLUCORA INC.BCORSchreuder Jana R
Director
1,213$036,482
(Direct)
View
2022-05-23
Option Award
2023-01-20
9:21 pm
N/A
N/A
BLUCORA INC.BCORKotecha Kanayalal Amritlal
Director
1,213$021,165
(Direct)
View
2022-05-23
Option Award
2023-01-20
9:20 pm
N/A
N/A
BLUCORA INC.BCORLEAMAN J RICHARD III
Director
1,213$016,165
(Direct)
View
2022-05-23
Option Award
2023-01-20
9:18 pm
N/A
N/A
BLUCORA INC.BCORPROCTOR GEORGANNE
Director
1,820$058,809
(Direct)
View
(A) Indicate amendment filing.
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