| Company | 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 |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| /report/000106887523000139-mehlman-marc-2023-11-27 | AVANTAX, INC. | 27 Nov 2023 | 10 | -$4,448,860 | 4 | Chief Financial Officer | 29 Nov 2023, 15:49 |
| /report/000106887523000063-mehlman-marc-2023-04-27 | AVANTAX, INC. | 27 Apr 2023 | 1 | $0 | 4 | Chief Financial Officer | 01 May 2023, 17:05 |
| /report/000106887523000006-mehlman-marc-2023-01-03 | BLUCORA, INC. | 03 Jan 2023 | 3 | -$105,230 | 4 | Chief Financial Officer | 05 Jan 2023, 18:29 |
| /report/000106887522000072-mehlman-marc-2022-04-27 | BLUCORA, INC. | 27 Apr 2022 | 1 | -$41,006 | 4 | Chief Financial Officer | 28 Apr 2022, 17:17 |
| /report/000106887522000016-mehlman-marc-2022-01-03 | BLUCORA, INC. | 03 Jan 2022 | 2 | -$32,823 | 4 | Chief Financial Officer | 05 Jan 2022, 15:39 |
| /report/000106887521000119-mehlman-marc-2021-12-15 | BLUCORA, INC. | 15 Dec 2021 | 1 | +$165,000 | 4 | Chief Financial Officer | 17 Dec 2021, 18:12 |