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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: 6/13/25 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
$2,666,716
102,566
---
11/27/23
---
$26.00
---
All
D
R
11/29/23 - 3:32:45 pm
12
    
 
ERNST MARK A
DIR
JS
$364,000
14,000
---
11/27/23
---
$26.00
---
All
I
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
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