Marc Mehlman

Insider Reports History

Location
Irving, TX
Signature
/s/ Tabitha T. Bailey as Attorney-in-Fact for Marc Mehlman
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by Marc Mehlman:

Stock Role Class Num Shares Value Price $ Report Date Ownership
AVANTAX, INC. Chief Financial Officer Common Stock 0 $26.00 27 Nov 2023 Direct
AVANTAX, INC. Chief Financial Officer Common Stock 0 $26.00 27 Nov 2023 Spouse
AVANTAX, INC. Chief Financial Officer Stock Option (Right to Buy) 0 $19.87 27 Nov 2023 Direct

Insider Reports Filed by Marc Mehlman

Symbol Company Period Transactions Value $ Form Type Date Filed Role
AVTA AVANTAX, INC. 27 Nov 2023 10 -$4.45M 4 29 Nov 2023 Chief Financial Officer
AVTA AVANTAX, INC. 27 Apr 2023 1 $0 4 01 May 2023 Chief Financial Officer
AVTA BLUCORA, INC. 03 Jan 2023 3 -$105K 4 05 Jan 2023 Chief Financial Officer
AVTA BLUCORA, INC. 27 Apr 2022 1 -$41K 4 28 Apr 2022 Chief Financial Officer
AVTA BLUCORA, INC. 03 Jan 2022 2 -$32.8K 4 05 Jan 2022 Chief Financial Officer
AVTA BLUCORA, INC. 15 Dec 2021 1 $165K 4 17 Dec 2021 Chief Financial Officer