| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Kyndryl Holdings, Inc. | Director | Common Stock | 53.8K | $1.45M | $26.97 | Jul 25, 2024 | Direct |
| AVANTAX, INC. | Director | Common Stock | 0 | $26.00 | Nov 27, 2023 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| KD | Kyndryl Holdings, Inc. | Jul 25, 2024 | 1 | $210K | 4 | Jul 29, 2024 | Director |
| AVTA | AVANTAX, INC. | Nov 27, 2023 | 1 | -$1.11M | 4 | Nov 29, 2023 | Director |
| KD | Kyndryl Holdings, Inc. | Jul 27, 2023 | 1 | $210K | 4 | Jul 31, 2023 | Director |
| AVTA | AVANTAX, INC. | May 4, 2023 | 1 | $0 | 4 | May 8, 2023 | Director |
| KD | Kyndryl Holdings, Inc. | Jul 28, 2022 | 1 | $0 | 4 | Aug 1, 2022 | Director |
| AVTA | BLUCORA, INC. | May 23, 2022 | 1 | $0 | 4 | Jan 20, 2023 | Director |
| AVTA | BLUCORA, INC. | Apr 20, 2022 | 1 | $0 | 4 | Apr 22, 2022 | Director |
| KD | Kyndryl Holdings, Inc. | Dec 16, 2021 | 1 | $0 | 4 | Dec 20, 2021 | Director |
| KD | Kyndryl Holdings, Inc. | Nov 3, 2021 | 0 | $0 | 3 | Nov 4, 2021 | Director |