Marc Mehlman - Chief Financial Officer at Avantax, Inc.

Insider Transactions and Holdings

Entity Type
Individual
Role
Chief Financial Officer
Stock Symbol
AVTA
Industry
Finance Services
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There are no Buy or Sell transactions made by Marc Mehlman since 12/22/2023

Holdings reported by Marc Mehlman for Avantax, Inc.

Class Num Shares Value Price $ Transaction Date Ownership Underlying Class Underlying Amount
Common Stock 0 $26.00 Nov 27, 2023 Direct
Common Stock 0 $26.00 Nov 27, 2023 Spouse
Stock Option (Right to Buy) 0 $19.87 Nov 27, 2023 Direct Common Stock

Transactions reported by Marc Mehlman for Avantax, Inc.

Sym Class Transaction % Value $ * Price $ Shares Shares After Date Ownership
* An asterisk sign (*) next to the price indicates that the price is likely invalid.