Comparable stake leader
Curtis A. Campbell
SEC ownership of AVANTAX, INC.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001068875.
Disclosed value leader
Curtis A. Campbell
Comparable rows
0/4
Latest evidence
09 Jan 2023
- Parsed ownership sources
-
3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Curtis A. Campbell
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
09 Jan 2023
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001068875
- Issuer location
- Dallas, TX
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of AVANTAX, INC. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Curtis A. Campbell
Disclosed value leader
Curtis A. Campbell
Comparable rows
0/4
Latest evidence
09 Jan 2023
3/4/5
Highest disclosed value: $2,600,988
4 rows are not safely comparable across share classes.
Quick read
Curtis A. Campbell has the largest disclosed position value at $2.6M.
0 of 4 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Curtis A. Campbell's linked filing trail.
Disclosed position value
Top 4
Curtis A. Campbell
$2.6M
Ann J. Bruder
$2.52M
Mary Slagle Zappone
$1.65M
Steven Aldrich
$1.21M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-4 of 4 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Curtis A. Campbell |
3/4/5
President Software
|
—
class O/S missing
|
$2,600,988
100,038 shares
|
— | 18 Dec 2022 |
| Ann J. Bruder |
3/4/5
Chief Legal Officer & Sec'y
|
—
class O/S missing
|
$2,517,112
96,812 shares
|
— | 09 Jan 2023 |
| Mary Slagle Zappone |
3/4/5
Director
|
—
class O/S missing
|
$1,654,614
63,639 shares
|
— | 23 May 2022 |
| Steven Aldrich |
3/4/5
Director
|
—
class O/S missing
|
$1,213,680
46,680 shares
|
— | 23 May 2022 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 08 Aug 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-17 of 17 reporting-owner rows connected to AVANTAX, INC.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
17
Largest Forms 3/4/5 holder
Curtis A. Campbell
Net 12M change
$0
Latest report
27 Nov 2023
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Curtis A. Campbell | President Software | $2,600,988 | Mixed | 18 Dec 2022 | ||
| Ann J. Bruder | Chief Legal Officer & Sec'y | $2,517,112 | Mixed | 09 Jan 2023 | ||
| Mary Slagle Zappone | Director | $1,654,614 | Mixed | 23 May 2022 | ||
| Steven Aldrich | Director | $1,213,680 | Mixed | 23 May 2022 | ||
| Georganne Proctor | Director | Mixed | 27 Nov 2023 | |||
| Jana R. Schreuder | Director | Mixed | 27 Nov 2023 | |||
| Karthik Rao | Director | Mixed | 27 Nov 2023 | |||
| Stacy Murray | Principal Accounting Officer | Mixed | 27 Nov 2023 | |||
| Mark A. Ernst | Director | Mixed | 27 Nov 2023 | |||
| Tabitha Bailey | Chief Legal Officer & Corp Sec | Mixed | 27 Nov 2023 | |||
| Tina Perry | Director | Mixed | 27 Nov 2023 | |||
| Christopher William Walters | Chief Executive Officer, Director | Mixed | 27 Nov 2023 | |||
| Marc Mehlman | Chief Financial Officer | Mixed | 27 Nov 2023 | |||
| J. Richard Leaman III | Director | Mixed | 27 Nov 2023 | |||
| Todd C. Mackay | President of Wealth Mgmt | Mixed | 27 Nov 2023 | |||
| Carol Hayles | Director | Mixed | 27 Nov 2023 | |||
| Kanayalal A. Kotecha | Director | Mixed | 27 Nov 2023 |
Recent insider transactions for AVANTAX, INC.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||
* marks a reported price that did not pass the local price check.