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 B  AB  JB*  OB  OE*  OE
 S  AS  JS*  OS  OS*  3
 JB
 JS
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Detailed Insider History for:
AVANTAX INC: AVTA
Price: 12/20/24 52-Wk
High		 52-Wk
Low		 Mkt Cap (mm) Shrs Out (mm) 3-Mth Ave
Vol (m)		 Ind. Yield Short Int
% Float		 Inst. Owned Insider Owned
$25.99 $25.99 $25.99 $0 0 0 0.0% 0.0% 0.00% 0.00%
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#
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Insider Statistics
T N H M S
Filer Name
Insider Title
Trans Type
Dollar Value
Shares Traded
Trans Date From
Trans Date To
Trans Price From
Trans Price To
Total Holdings
Delta % Owned
Owned
Other Info
Input Date
1
    
 
MEHLMAN MARC
CFO
JS
$52,650
2,025
---
11/27/23
---
$26.00
---
All
I
R
11/29/23 - 3:49:14 pm
2
    
 
MEHLMAN MARC
CFO
JS
$4,396,210
169,085
---
11/27/23
---
$26.00
---
All
D
R
11/29/23 - 3:49:14 pm
3
    
 
MEHLMAN MARC
CFO
JB
---
80,718
---
11/27/23
---
---
33,936
---
D
R
11/29/23 - 3:49:14 pm
4
    
 
WALTERS CHRISTOPHER WILLIAM
CEO,DIR
JS
$22,551,854
867,379
---
11/27/23
---
$26.00
---
All
D
R
11/29/23 - 3:41:23 pm
5
    
 
WALTERS CHRISTOPHER WILLIAM
CEO,DIR
JB
---
513,258
---
11/27/23
---
---
203,619
---
D
R
11/29/23 - 3:41:23 pm
6
    
 
MURRAY STACY
AO
JS
$73,996
2,846
---
11/27/23
---
$26.00
---
All
D
R
11/29/23 - 3:39:49 pm
7
    
 
BAILEY TABITHA
LO,SEC
JS
$488,462
18,787
---
11/27/23
---
$26.00
---
All
D
R
11/29/23 - 3:36:48 pm
8
    
 
BAILEY TABITHA
LO,SEC
JB
---
9,222
---
11/27/23
---
---
9,222
New
D
R
11/29/23 - 3:36:48 pm
9
    
 
MACKAY TODD C
PR
JS
$6,423,248
247,048
---
11/27/23
---
$26.00
---
All
D
R
11/29/23 - 3:33:42 pm
10
    
 
MACKAY TODD C
PR
JB
---
99,132
---
11/27/23
---
---
38,042
---
D
R
11/29/23 - 3:33:42 pm
11
    
 
ERNST MARK A
DIR
JS
$364,000
14,000
---
11/27/23
---
$26.00
---
All
I
R
11/29/23 - 3:32:45 pm
12
    
 
ERNST MARK A
DIR
JS
$2,666,716
102,566
---
11/27/23
---
$26.00
---
All
D
R
11/29/23 - 3:32:45 pm
13
    
 
HAYLES CAROL
DIR
JS
$1,117,480
42,980
---
11/27/23
---
$26.00
---
All
D
R
11/29/23 - 3:31:10 pm
14
    
 
PROCTOR GEORGANNE
DIR
JS
$1,680,718
64,643
---
11/27/23
---
$26.00
---
All
D
R
11/29/23 - 3:29:32 pm
15
    
 
KOTECHA KANAYALAL AMRITLAL
DIR
JS
$708,474
27,249
---
11/27/23
---
$26.00
---
All
D
R
11/29/23 - 3:27:23 pm
16
    
 
LEAMAN J RICHARD III
DIR
JS
$578,474
22,249
---
11/27/23
---
$26.00
---
All
D
R
11/29/23 - 3:26:29 pm
17
    
 
PERRY TINA
DIR
JS
$825,838
31,763
---
11/27/23
---
$26.00
---
All
D
R
11/29/23 - 3:23:44 pm
18
    
 
RAO KARTHIK
DIR
JS
$1,076,712
41,412
---
11/27/23
---
$26.00
---
All
D
R
11/29/23 - 3:18:09 pm
19
    
 
SCHREUDER JANA R
DIR
JS
$1,106,716
42,566
---
11/27/23
---
$26.00
---
All
D
R
11/29/23 - 3:11:33 pm
20
    
 
MURRAY STACY
AO
JS
$5,845
264
---
6/26/23
---
$22.14
2,846
-8.5
D
R
6/28/23 - 5:44:57 pm
21
1y
4
50%
-27%
1
WALTERS CHRISTOPHER WILLIAM
CEO,DIR
OS
$217,848
10,016
---
5/23/23
---
$21.75
354,121
-2.8
D
R
5/25/23 - 4:32:08 pm
22
    
 
WALTERS CHRISTOPHER WILLIAM
CEO,DIR
OE
$139,498
15,569
---
5/23/23
---
$8.96
364,137
4.5
D
R
5/25/23 - 4:32:08 pm
23
    
 
WALTERS CHRISTOPHER WILLIAM
CEO,DIR
JS
$104,019
4,895
---
5/21/23
---
$21.25
348,568
-1.4
D
R
5/23/23 - 5:18:08 pm
24
    
 
MACKAY TODD C
PR
JS
$52,211
2,457
---
5/21/23
---
$21.25
147,916
-1.6
D
R
5/23/23 - 5:15:55 pm
25
    
 
PROCTOR GEORGANNE
DIR
JB
---
8,602
---
5/4/23
---
---
64,643
15.3
D
R
5/8/23 - 4:55:07 pm
26
    
 
HAYLES CAROL
DIR
JB
---
6,084
---
5/4/23
---
---
42,980
16.5
D
R
5/8/23 - 4:51:37 pm
27
    
 
KOTECHA KANAYALAL AMRITLAL
DIR
JB
---
6,084
---
5/4/23
---
---
27,249
28.7
D
R
5/8/23 - 4:47:01 pm
28
    
 
SCHREUDER JANA R
DIR
JB
---
6,084
---
5/4/23
---
---
42,566
16.7
D
R
5/8/23 - 4:45:49 pm
29
    
 
PERRY TINA
DIR
JB
---
6,084
---
5/4/23
---
---
31,763
23.7
D
R
5/8/23 - 4:44:44 pm
30
    
 
LEAMAN J RICHARD III
DIR
JB
---
6,084
---
5/4/23
---
---
22,249
37.6
D
R
5/8/23 - 4:43:42 pm
31
    
 
ERNST MARK A
DIR
JB
---
6,084
---
5/4/23
---
---
102,566
6.3
D
R
5/8/23 - 4:42:11 pm
32
    
 
RAO KARTHIK
DIR
JB
---
6,084
---
5/4/23
---
---
41,412
17.2
D
R
5/8/23 - 4:40:45 pm
33
    
 
MEHLMAN MARC
CFO
JS
---
3,279
---
4/27/23
---
---
88,367
-3.6
D
R
5/1/23 - 5:05:27 pm
34
    
 
MURRAY STACY
AO
S
$246,666
8,494
---
2/28/23
---
$29.04
3,110
-73.2
D
---
3/2/23 - 7:28:48 pm
35
    
 
BAILEY TABITHA
LO,SEC
JB
---
5,147
---
2/2/23
---
---
9,565
116.5
D
R
2/6/23 - 4:41:07 pm
36
    
 
WALTERS CHRISTOPHER WILLIAM
CEO,DIR
JS
$594,378
20,370
1/27/23
1/30/23
---
$29.04
353,463
-5.4
D
R
1/31/23 - 9:32:08 pm
37
    
 
WALTERS CHRISTOPHER WILLIAM
CEO,DIR
JB
---
23,223
---
1/27/23
---
---
373,833
6.6
D
R
1/31/23 - 9:32:08 pm
38
    
 
MACKAY TODD C
PR
JS
$49,836
1,698
---
1/27/23
---
$29.35
150,373
-1.1
D
R
1/31/23 - 9:30:32 pm
39
    
 
MACKAY TODD C
PR
JB
---
3,868
---
1/27/23
---
---
152,071
2.6
D
R
1/31/23 - 9:30:32 pm
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