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		 Company Symbol Insider
Relationship		 Shares
Traded		 Average
Price		 Total
Amount		 Shares
Owned		 Filing
2023-11-27
Sale		 2023-11-29
3:49 pm		 AVANTAX INC. AVTA Mehlman Marc
Chief Financial Officer		 171,110 $26 $4,448,860 0
(Indirect
Direct)		 View
2023-11-27
Sale		 2023-11-29
3:41 pm		 AVANTAX INC. AVTA Walters Christopher William
Chief Executive Officer		 867,379 $26 $22,551,854 0
(Direct)		 View
2023-11-27
Sale		 2023-11-29
3:39 pm		 AVANTAX INC. AVTA Murray Stacy
Principal Accounting Officer		 2,846 $26 $73,996 0
(Direct)		 View
2023-11-27
Sale		 2023-11-29
3:36 pm		 AVANTAX INC. AVTA Bailey Tabitha
Chief Legal Officer & Corp Sec		 18,787 $26 $488,462 0
(Direct)		 View
2023-11-27
Sale		 2023-11-29
3:33 pm		 AVANTAX INC. AVTA Mackay Todd C
President of Wealth Mgmt		 247,048 $26 $6,423,248 0
(Direct)		 View
2023-11-27
Sale		 2023-11-29
3:32 pm		 AVANTAX INC. AVTA ERNST MARK A
Director		 116,566 $26 $3,030,716 0
(Indirect
Direct)		 View
2023-11-27
Sale		 2023-11-29
3:31 pm		 AVANTAX INC. AVTA HAYLES CAROL
Director		 42,980 $26 $1,117,480 0
(Direct)		 View
2023-11-27
Sale		 2023-11-29
3:29 pm		 AVANTAX INC. AVTA PROCTOR GEORGANNE
Director		 64,643 $26 $1,680,718 0
(Direct)		 View
2023-11-27
Sale		 2023-11-29
3:27 pm		 AVANTAX INC. AVTA Kotecha Kanayalal Amritlal
Director		 27,249 $26 $708,474 0
(Direct)		 View
2023-11-27
Sale		 2023-11-29
3:26 pm		 AVANTAX INC. AVTA LEAMAN J RICHARD III
Director		 22,249 $26 $578,474 0
(Direct)		 View
2023-11-27
Sale		 2023-11-29
3:23 pm		 AVANTAX INC. AVTA Perry Tina
Director		 31,763 $26 $825,838 0
(Direct)		 View
2023-11-27
Sale		 2023-11-29
3:18 pm		 AVANTAX INC. AVTA Rao Karthik
Director		 41,412 $26 $1,076,712 0
(Direct)		 View
2023-11-27
Sale		 2023-11-29
3:11 pm		 AVANTAX INC. AVTA Schreuder Jana R
Director		 42,566 $26 $1,106,716 0
(Direct)		 View
2023-02-28
Sale		 2023-03-02
7:28 pm		 AVANTAX INC. AVTA Murray Stacy
Principal Accounting Officer		 8,494 $29.04 $246,666 3,110
(Direct)		 View

Stock options: Exercise, Award, Grant, Conversion
Transaction
Date		 Reported
DateTime		 Exercisable
Expiration		 Company Symnbol Insider
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. AVTA Mehlman Marc
Chief Financial Officer		 80,718 $0 0
(Direct)		 View
2023-11-27
Option Award		 2023-11-29
3:41 pm		 N/A
N/A		 AVANTAX INC. AVTA Walters Christopher William
Chief Executive Officer		 513,258 $0 0
(Direct)		 View
2023-11-27
Option Award		 2023-11-29
3:36 pm		 N/A
N/A		 AVANTAX INC. AVTA Bailey Tabitha
Chief Legal Officer & Corp Sec		 9,222 $0 0
(Direct)		 View
2023-11-27
Option Award		 2023-11-29
3:33 pm		 N/A
N/A		 AVANTAX INC. AVTA Mackay Todd C
President of Wealth Mgmt		 99,132 $0 0
(Direct)		 View
2023-06-26
Tax Withholding		 2023-06-28
5:44 pm		 N/A
N/A		 AVANTAX INC. AVTA Murray Stacy
Principal Accounting Officer		 264 $22.14 2,846
(Direct)		 View
2023-05-23
Exercise		 2023-05-25
4:32 pm		 N/A
N/A		 AVANTAX INC. AVTA Walters Christopher William
Chief Executive Officer		 15,569 $8.96 354,121
(Direct)		 View
2023-05-23
Exercise		 2023-05-25
4:32 pm		 2017-05-24
2023-05-24		 AVANTAX INC. AVTA Walters Christopher William
Chief Executive Officer		 15,569 $0 354,121
(Direct)		 View
2023-05-23
Tax Withholding		 2023-05-25
4:32 pm		 N/A
N/A		 AVANTAX INC. AVTA Walters Christopher William
Chief Executive Officer		 10,016 $21.75 354,121
(Direct)		 View
2023-05-21
Tax Withholding		 2023-05-23
5:18 pm		 N/A
N/A		 AVANTAX INC. AVTA Walters Christopher William
Chief Executive Officer		 4,895 $21.25 348,568
(Direct)		 View
2023-05-21
Tax Withholding		 2023-05-23
5:15 pm		 N/A
N/A		 AVANTAX INC. AVTA Mackay Todd C
President of Wealth Mgmt		 2,457 $21.25 147,916
(Direct)		 View
2023-05-04
Option Award		 2023-05-08
4:55 pm		 N/A
N/A		 AVANTAX INC. AVTA PROCTOR GEORGANNE
Director		 8,602 $0 64,643
(Direct)		 View
2023-05-04
Option Award		 2023-05-08
4:51 pm		 N/A
N/A		 AVANTAX INC. AVTA HAYLES CAROL
Director		 6,084 $0 42,980
(Direct)		 View
2023-05-04
Option Award		 2023-05-08
4:47 pm		 N/A
N/A		 AVANTAX INC. AVTA Kotecha Kanayalal Amritlal
Director		 6,084 $0 27,249
(Direct)		 View
2023-05-04
Option Award		 2023-05-08
4:45 pm		 N/A
N/A		 AVANTAX INC. AVTA Schreuder Jana R
Director		 6,084 $0 42,566
(Direct)		 View
2023-05-04
Option Award		 2023-05-08
4:44 pm		 N/A
N/A		 AVANTAX INC. AVTA Perry Tina
Director		 6,084 $0 31,763
(Direct)		 View
2023-05-04
Option Award		 2023-05-08
4:43 pm		 N/A
N/A		 AVANTAX INC. AVTA LEAMAN J RICHARD III
Director		 6,084 $0 22,249
(Direct)		 View
2023-05-04
Option Award		 2023-05-08
4:42 pm		 N/A
N/A		 AVANTAX INC. AVTA ERNST MARK A
Director		 6,084 $0 116,566
(Direct)		 View
2023-05-04
Option Award		 2023-05-08
4:40 pm		 N/A
N/A		 AVANTAX INC. AVTA Rao Karthik
Director		 6,084 $0 41,412
(Direct)		 View
2023-04-27
Tax Withholding		 2023-05-01
5:05 pm		 N/A
N/A		 AVANTAX INC. AVTA Mehlman Marc
Chief Financial Officer		 3,279 $0 90,392
(Direct)		 View
2023-02-02
Option Award		 2023-02-06
4:41 pm		 N/A
N/A		 AVANTAX INC. AVTA Bailey Tabitha
Chief Legal Officer & Corp Sec		 5,147 $0 9,565
(Direct)		 View
2023-01-27
Option Award		 2023-01-31
9:32 pm		 N/A
N/A		 AVANTAX INC. AVTA Walters Christopher William
Chief Executive Officer		 23,223 $0 353,463
(Direct)		 View
2023-01-27
Tax Withholding		 2023-01-31
9:32 pm		 N/A
N/A		 AVANTAX INC. AVTA Walters Christopher William
Chief Executive Officer		 9,138 $29.35 353,463
(Direct)		 View
2023-01-30
Tax Withholding		 2023-01-31
9:32 pm		 N/A
N/A		 AVANTAX INC. AVTA Walters Christopher William
Chief Executive Officer		 11,232 $29.04 353,463
(Direct)		 View
2023-01-27
Option Award		 2023-01-31
9:30 pm		 N/A
N/A		 AVANTAX INC. AVTA Mackay Todd C
President of Wealth Mgmt		 3,868 $0 150,373
(Direct)		 View
2023-01-27
Tax Withholding		 2023-01-31
9:30 pm		 N/A
N/A		 AVANTAX INC. AVTA Mackay Todd C
President of Wealth Mgmt		 1,698 $29.35 150,373
(Direct)		 View

Ownership		 2023-01-27
6:17 pm		 N/A
N/A		 AVANTAX INC. BCOR Bailey Tabitha
Chief Legal Officer & Corp Sec		 0 $0 4,418
(Direct)		 View
2022-05-23
Option Award		 2023-01-20
9:27 pm		 N/A
N/A		 BLUCORA INC. BCOR Zappone Mary Slagle
Director		 1,213 $0 63,639
(Direct)		 View
2022-05-23
Option Award		 2023-01-20
9:25 pm		 N/A
N/A		 BLUCORA INC. BCOR HAYLES CAROL
Director		 1,213 $0 36,896
(Direct)		 View
2022-05-23
Option Award		 2023-01-20
9:24 pm		 N/A
N/A		 BLUCORA INC. BCOR Perry Tina
Director		 1,213 $0 25,679
(Direct)		 View
2022-05-23
Option Award		 2023-01-20
9:23 pm		 N/A
N/A		 BLUCORA INC. BCOR Rao Karthik
Director		 1,213 $0 35,328
(Direct)		 View
2022-05-23
Option Award		 2023-01-20
9:22 pm		 N/A
N/A		 BLUCORA INC. BCOR Schreuder Jana R
Director		 1,213 $0 36,482
(Direct)		 View
2022-05-23
Option Award		 2023-01-20
9:21 pm		 N/A
N/A		 BLUCORA INC. BCOR Kotecha Kanayalal Amritlal
Director		 1,213 $0 21,165
(Direct)		 View
2022-05-23
Option Award		 2023-01-20
9:20 pm		 N/A
N/A		 BLUCORA INC. BCOR LEAMAN J RICHARD III
Director		 1,213 $0 16,165
(Direct)		 View
2022-05-23
Option Award		 2023-01-20
9:18 pm		 N/A
N/A		 BLUCORA INC. BCOR PROCTOR GEORGANNE
Director		 1,820 $0 58,809
(Direct)		 View
2022-05-23
Option Award		 2023-01-20
9:16 pm		 N/A
N/A		 BLUCORA INC. BCOR Aldrich Steven
Director		 1,213 $0 46,680
(Direct)		 View
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