| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| AVANTAX, INC. | Director | Common Stock | 0 | $26.00 | 27 Nov 2023 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| AVTA | AVANTAX, INC. | 27 Nov 2023 | 1 | -$578,474 | 4 | Director | 29 Nov 2023, 15:26 |
| AVTA | AVANTAX, INC. | 04 May 2023 | 1 | $0 | 4 | Director | 08 May 2023, 16:43 |
| AVTA | BLUCORA, INC. | 23 May 2022 | 1 | $0 | 4 | Director | 20 Jan 2023, 20:20 |
| AVTA | BLUCORA, INC. | 20 Apr 2022 | 1 | $0 | 4 | Director | 22 Apr 2022, 18:22 |
| AVTA | BLUCORA, INC. | 11 Mar 2022 | 2 | $0 | 4 | Director | 15 Mar 2022, 17:12 |
| AVTA | BLUCORA, INC. | 10 Mar 2022 | 0 | $0 | 3 | Director | 15 Mar 2022, 17:13 |