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AVANTAX, INC. (BCOR)
Date
Name
Title
Type
Security
Shares
Price
Value
Ownership
Reported
06/26/2023
Murray Stacy
Principal Accounting Officer
Payment of Exercise
Common Stock
264
$22.14
$5.8k
06/26/2023
05/23/2023
Walters Christopher William
CEO
Exercise
Stock Option (Right to Buy)
15.6k
$8.96
$139.5k
05/23/2023
05/23/2023
Walters Christopher William
CEO
Payment of Exercise
Common Stock
10k
$21.75
$217.8k
05/23/2023
05/21/2023
Walters Christopher William
CEO
Payment of Exercise
Common Stock
4.9k
$21.25
$104k
05/21/2023
05/21/2023
Mackay Todd C
President of Wealth Mgmt
Payment of Exercise
Common Stock
2.5k
$21.25
$52.2k
05/21/2023
05/04/2023
LEAMAN J RICHARD III
Director
Grant
Common Stock
6.1k
$0.00
$0
05/04/2023
05/04/2023
Rao Karthik
Director
Grant
Common Stock
6.1k
$0.00
$0
05/04/2023
05/04/2023
Perry Tina
Director
Grant
Common Stock
6.1k
$0.00
$0
05/04/2023
05/04/2023
Kotecha Kanayalal Amritlal
Director
Grant
Common Stock
6.1k
$0.00
$0
05/04/2023
05/04/2023
ERNST MARK A
Director
Grant
Common Stock
6.1k
$0.00
$0
05/04/2023
05/04/2023
PROCTOR GEORGANNE
Director
Grant
Common Stock
8.6k
$0.00
$0
05/04/2023
05/04/2023
Schreuder Jana R
Director
Grant
Common Stock
6.1k
$0.00
$0
05/04/2023
05/04/2023
HAYLES CAROL
Director
Grant
Common Stock
6.1k
$0.00
$0
05/04/2023
02/28/2023
Murray Stacy
Principal Accounting Officer
Sale
Common Stock
8.5k
$29.04
$246.7k
02/28/2023
02/02/2023
Bailey Tabitha
Chief Legal Officer & Corp Sec
Grant
Common Stock
5.1k
$0.00
$0
02/02/2023
01/09/2023
Murray Stacy
Principal Accounting Officer
Payment of Exercise
Common Stock
342
$26.26
$9k
01/09/2023
01/09/2023
Mackay Todd C
President of Wealth Mgmt
Payment of Exercise
Common Stock
1.4k
$26.26
$36.1k
01/09/2023
01/09/2023
BRUDER ANN J.
Chief Legal Officer & Sec'y
Payment of Exercise
Common Stock
1.2k
$26.26
$32.7k
01/09/2023
01/04/2023
BRUDER ANN J.
Chief Legal Officer & Sec'y
Payment of Exercise
Common Stock
3.5k
$25.72
$90.9k
01/03/2023
01/04/2023
Mackay Todd C
President of Wealth Mgmt
Payment of Exercise
Common Stock
2.6k
$25.72
$66k
01/03/2023
01/04/2023
Murray Stacy
Principal Accounting Officer
Payment of Exercise
Common Stock
599
$25.72
$15.4k
01/03/2023
01/04/2023
Walters Christopher William
CEO
Payment of Exercise
Common Stock
14.6k
$25.72
$375.9k
01/03/2023
01/04/2023
Mehlman Marc
CFO
Payment of Exercise
Common Stock
1.5k
$25.72
$38.9k
01/03/2023
01/03/2023
Mehlman Marc
CFO
Grant
Common Stock
19.7k
$0.00
$0
01/03/2023
01/03/2023
Mehlman Marc
CFO
Payment of Exercise
Common Stock
2.6k
$25.34
$66.3k
01/03/2023
01/03/2023
Walters Christopher William
CEO
Grant
Stock Option (Right to Buy)
102.6k
$25.34
$2.6M
01/03/2023
01/03/2023
Murray Stacy
Principal Accounting Officer
Exercise
Cash-Settled Restricted Stock Unit
1.9k
$0.00
$0
01/03/2023
01/03/2023
Murray Stacy
Principal Accounting Officer
Grant
Cash-Settled Restricted Stock Unit
4.1k
$0.00
$0
01/03/2023
01/03/2023
Murray Stacy
Principal Accounting Officer
Disposition
Common Stock
1.9k
$25.34
$49.3k
01/03/2023
01/03/2023
Mackay Todd C
President of Wealth Mgmt
Grant
Common Stock
22.9k
$0.00
$0
01/03/2023
01/03/2023
Mackay Todd C
President of Wealth Mgmt
Payment of Exercise
Common Stock
3.4k
$23.34
$78.7k
01/03/2023
01/03/2023
Walters Christopher William
CEO
Grant
Common Stock
39.5k
$0.00
$0
01/03/2023
01/03/2023
Walters Christopher William
CEO
Payment of Exercise
Common Stock
4.9k
$25.34
$124.4k
01/03/2023
01/03/2023
BRUDER ANN J.
Chief Legal Officer & Sec'y
Payment of Exercise
Common Stock
2.8k
$25.34
$72k
01/03/2023
12/18/2022
Campbell Curtis A
President Software
Payment of Exercise
Common Stock
4.3k
$22.59
$97.3k
12/18/2022
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