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