J. Richard Leaman III

Insider Reports History

Entity
Individual
Location
C/O Moelis & Company, 399 Park Avenue, 5 Th Floor, New York, New York
Signature
/s/ Tabitha T. Bailey as Attorney-in-Fact for J. Richard Leaman III
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 J. Richard Leaman III:

Stock Role Class Num Shares Value Price $ Report Date Ownership
AVANTAX, INC. Director Common Stock 0 $26.00 Nov 27, 2023 Direct

Insider Reports Filed by J. Richard Leaman III

Symbol Company Period Transactions Value $ Form Type Date Filed Role
AVTA AVANTAX, INC. Nov 27, 2023 1 -$578K 4 Nov 29, 2023 Director
AVTA AVANTAX, INC. May 4, 2023 1 $0 4 May 8, 2023 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
AVTA BLUCORA, INC. Mar 11, 2022 2 $0 4 Mar 15, 2022 Director
AVTA BLUCORA, INC. Mar 10, 2022 0 $0 3 Mar 15, 2022 Director