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 Name Report
Date Time		 Shares Owned
Directly
Indirectly		 Total
Shares Owned		 Filing
1 MERRILL LYNCH & CO INC
MERRILL LYNCH PIERCE FENNER & SMITH INC
10% Owner		 2009-02-17 17:29:01 2,537,292
0		 2,537,292 Form 13G
2 SANDELL ASSET MANAGEMENT CORP
Director		 2009-10-08 17:07:36 1,687,021
0		 1,687,021 Form 13D
3 Snyder Andrew Miles
Director		 2017-05-24 16:39:04 79,910
1,240,460		 1,320,370 Form 4
4 Clendening John S
President and CEO		 2020-01-06 17:21:23 634,297
0		 634,297 Form 4
5 Ochs Roger Carlton
CEO of H.D. Vest, Inc.		 2016-02-05 17:11:33 625,000
0		 625,000 Form 4
6 LANSING WILLIAM J
President and CEO		 2010-08-03 16:16:38 253,452
0		 253,452 Form 4
7 Oros Robert D
CEO of H.D. Vest, Inc.		 2018-11-07 16:30:00 228,103
0		 228,103 Form 4
8 ISKRA KATHLEEN RAE
President and COO		 2005-11-04 18:08:43 200,000
0		 200,000 Form 4
9 Ruckelshaus William J
President and CEO		 2016-04-04 17:41:05 191,550
0		 191,550 Form 4
10 West Stuart
VP CorpDev-Chief Strategy Ofcr		 2009-05-13 18:42:50 175,000
0		 175,000 Form 4
11 Stevenson Mathieu Frederic
Chief Marketing Officer		 2018-10-26 16:52:55 169,938
0		 169,938 Form 4
12 BINDER DAVID BRADLEY
CFO and Treasurer		 2011-04-04 19:32:44 150,098
0		 150,098 Form 4
13 Rodkin John J
General Manager of Search		 2010-06-03 12:27:12 135,120
0		 135,120 Form 4
14 MCMANUS BRIAN T
EVP - Online		 2008-01-02 20:11:06 129,508
0		 129,508 Form 4
15 Elfman Steven Lawrence
EVP Mobile Division		 2008-01-02 20:07:59 127,792
0		 127,792 Form 4
16 Turay Pamela Margaret
Chief Human Resources Officer		 2016-10-18 16:50:16 118,129
0		 118,129 Form 4
17 VANDERMEULEN KENDRA
EVP - InfoSpace Mobile		 2004-11-01 20:15:12 113,469
0		 113,469 Form 4
18 EMANS ERIC MICHAEL
Chief Financial Officer		 2017-10-27 16:48:36 113,022
0		 113,022 Form 4
19 MELFI VICTOR
Chief Strategy Officer		 2005-02-01 14:04:45 112,500
0		 112,500 Form 4
20 Campbell Curtis A
President Software		 2022-12-20 20:52:57 100,038
0		 100,038 Form 4
21 Hawthornthwaite Stephen P
VP, Corporate Development		 2011-09-26 13:22:59 97,993
0		 97,993 Form 4
22 Baskaran Sanjay
President, TaxAct, Inc.		 2018-02-22 17:09:13 97,047
0		 97,047 Form 4
23 BRUDER ANN J.
Chief Legal Officer & Sec'y		 2023-01-11 18:46:53 96,812
0		 96,812 Form 4
24 HSIEH ALLEN
Chief Financial Officer		 2008-01-02 20:09:31 95,140
0		 95,140 Form 4
25 Kintzel JoAnn
President, TaxAct, Inc.		 2016-11-09 18:25:42 93,725
0		 93,725 Form 4
26 ROSTOV DAVID
Chief Financial Officer		 2006-04-03 17:55:21 80,000
0		 80,000 Form 4
27 Behl Nikhil
CEO, Mercantila		 2011-05-12 12:23:20 78,993
0		 78,993 Form 4
28 Easter Robert Bruce Jr.
SVP - Secretary & Gen. Counsel		 2008-01-02 20:06:04 78,765
0		 78,765 Form 4
29 PINNEY ALESIA LEE
General Counsel and Secretary		 2011-01-21 11:08:35 75,753
0		 75,753 Form 4
30 BELSHEIM EDMUND O
Chief Administrative Officer		 2006-06-08 16:33:19 75,000
0		 75,000 Form 4
31 McElfresh Travis
Chief Technology Officer		 2012-03-21 16:35:57 74,669
0		 74,669 Form 4
32 Hogan Michael P
Pres. Tax-Smart Innovation		 2020-01-13 18:04:14 74,041
0		 74,041 Form 4
33 CUNNINGHAM JOHN E IV
Director		 2016-06-02 15:42:05 63,453
9,280		 72,733 Form 4
34 THOMAS SUNIL
Chief Technology Officer		 2009-01-12 17:44:49 70,242
0		 70,242 Form 4
35 Chung David H S
Director		 2016-05-26 17:33:39 66,479
0		 66,479 Form 4
36 Hooper Steve
Director		 2016-05-26 17:40:29 65,479
0		 65,479 Form 4
37 Zappone Mary Slagle
Director		 2023-01-20 21:27:18 63,639
0		 63,639 Form 4
38 Mansour Peter
President, Infospace LLC		 2016-08-11 17:23:29 62,298
0		 62,298 Form 4
39 Kumar Ajay
President of Monoprice		 2014-07-01 13:20:16 60,217
0		 60,217 Form 4
40 Dunn Lance G
Director		 2018-10-02 16:22:43 59,630
0		 59,630 Form 4
41 Vasquez Enrique M
President of Wealth Management		 2020-01-13 17:53:57 58,100
0		 58,100 Form 4
42 Taylor Transient C
Chief HR Officer		 2020-01-13 17:51:56 54,227
0		 54,227 Form 4
43 HUEBNER ELIZABETH
Director		 2017-06-02 16:47:07 52,713
0		 52,713 Form 4
44 Aldrich Steven
Director		 2023-01-20 21:16:45 46,680
0		 46,680 Form 4
45 Athwal Davinder S
Chief Financial Officer		 2020-01-06 17:24:39 44,681
0		 44,681 Form 4
46 ATWELL WILLIAM L
Director		 2019-05-30 16:20:19 42,175
0		 42,175 Form 4
47 Glover Michael John Boyd
President of InfoSpace LLC		 2014-04-09 09:14:52 41,710
0		 41,710 Form 4
48 Carsley Mimi
Interim CFO		 2020-03-18 18:38:05 30,647
0		 30,647 Form 4
49 MacIlwaine John
Director		 2021-04-28 17:15:47 29,737
0		 29,737 Form 4
50 Haimovitz Jules
Director		 2013-05-23 11:47:09 29,100
0		 29,100 Form 4
51 TORRES ALEJANDRO CARRILLO
General Counsel and Secretary		 2009-07-14 12:19:51 28,110
0		 28,110 Form 4
52 SCHOEMAKER LINDA A
General Counsel and Secretary		 2014-07-03 14:50:28 21,956
5,100		 27,056 Form 4
53 HEARNEY RICHARD D
Director		 2012-06-01 17:45:07 24,600
0		 24,600 Form 4
54 Allenbaugh Bruce Michael
Chief Marketing Officer		 2009-02-04 20:52:48 24,518
0		 24,518 Form 4
55 Garnett Nathan
Gen Counsel & Secretary		 2015-05-11 17:10:46 23,697
0		 23,697 Form 4
56 Allen George
Exec. VP-Corporate Development		 2015-07-07 20:05:50 22,279
0		 22,279 Form 4
57 TAFFER LEWIS M
Director		 2012-05-16 17:37:56 21,100
0		 21,100 Form 4
58 Luthi Bernard W
President of Monoprice		 2016-11-21 16:24:23 17,957
0		 17,957 Form 4
59 Finkelstein Mark A
Chief Legal & Admin Officer		 2017-05-08 17:30:06 17,550
0		 17,550 Form 4
60 Gardner H. McIntyre
Director		 2019-05-24 17:00:35 16,189
0		 16,189 Form 4
61 KELLY BRADEN R
Director		 2010-05-12 21:46:14 15,600
0		 15,600 Form 4
62 Clark-Bolt Brett Jefferson
EVP of HR		 2016-07-06 17:24:34 12,710
0		 12,710 Form 4
63 Palmer John David
Principal Accounting Officer		 2019-05-15 16:51:22 12,616
0		 12,616 Form 4
64 Chang Leo S.
Chief Technology Officer		 2010-10-19 17:35:32 10,563
0		 10,563 Form 4
65 VOELKER JAMES
Director		 2012-11-07 14:53:22 9,000
0		 9,000 Form 4
66 TRONSRUE GEORGE M III
Director		 2009-06-08 17:10:43 7,500
0		 7,500 Form 4
67 WITTMAN VANESSA AMES
Director		 2007-06-01 15:28:15 7,500
0		 7,500 Form 4
68 LUMRY RUFUS W III
Director		 2006-05-10 16:51:02 7,500
0		 7,500 Form 4
69 KONDEPUDI PRAKASH
EVP Merchant		 2004-03-04 16:57:39 2,867
0		 2,867 Form 4
70 Davis Stephen J
President, Mobile&Online Media		 2006-08-02 18:16:23 366
0		 366 Form 4
71 Graziano Nick
Director		 2008-05-14 15:47:35 1
0		 1 Form 4
72 JAIN NAVEEN
Former 10% Owner		 2005-02-14 20:42:25 0
0		 0 Form 13G
73 Schreuder Jana R
Director		 2023-11-29 15:11:33 0
0		 0 Form 4
74 Rao Karthik
Director		 2023-11-29 15:18:09 0
0		 0 Form 4
75 Perry Tina
Director		 2023-11-29 15:23:44 0
0		 0 Form 4
76 LEAMAN J RICHARD III
Director		 2023-11-29 15:26:29 0
0		 0 Form 4
77 Kotecha Kanayalal Amritlal
Director		 2023-11-29 15:27:23 0
0		 0 Form 4
78 PROCTOR GEORGANNE
Director		 2023-11-29 15:29:32 0
0		 0 Form 4
79 HAYLES CAROL
Director		 2023-11-29 15:31:10 0
0		 0 Form 4
80 ERNST MARK A
Director		 2023-11-29 15:32:45 0
0		 0 Form 4
81 Mackay Todd C
President of Wealth Mgmt		 2023-11-29 15:33:42 0
0		 0 Form 4
82 Bailey Tabitha
Chief Legal Officer & Corp Sec		 2023-11-29 15:36:48 0
0		 0 Form 4
83 Murray Stacy
Principal Accounting Officer		 2023-11-29 15:39:49 0
0		 0 Form 4
84 Walters Christopher William
Chief Executive Officer		 2023-11-29 15:41:23 0
0		 0 Form 4
85 Mehlman Marc
Chief Financial Officer		 2023-11-29 15:49:14 0
0		 0 Form 4