Key facts
- AVANTAX, INC. has 17 insiders with reported activity on this page.
- No net insider buy/sell flow is currently reported for the last year.
- Recent transaction rows are not currently available.
Insider Transactions Reported by 17 Insiders of AVANTAX, INC.
- Location
- Dallas, TX
Change
- No meaningful buy/sell imbalance is currently visible in the one-year window.
- Activity will update as new Forms 3/4/5 are filed.
Research use
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Evidence
Filed on Form 4
See Original Filing
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Insider trading overview
Last 12 monthsInsider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 26 May 2025.
Buys
$0
Shares: 0
Insiders: 0
Sells
$0
Shares: 0
Insiders: 0
Net
$0
Shares: 0
Insiders: 0
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 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 |
AVANTAX, INC. executives and other stock owners filed with the SEC include:
| 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 |
Top shareholders of AVANTAX, INC. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: 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.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Curtis A. Campbell |
3/4/5
|
President Software |
—
class O/S missing
|
100,038
|
$2,600,988 | — | 18 Dec 2022 | |
| Ann J. Bruder |
3/4/5
|
Chief Legal Officer & Sec'y |
—
class O/S missing
|
96,812
|
$2,517,112 | — | 09 Jan 2023 | |
| Mary Slagle Zappone |
3/4/5
|
Director |
—
class O/S missing
|
63,639
|
$1,654,614 | — | 23 May 2022 | |
| Steven Aldrich |
3/4/5
|
Director |
—
class O/S missing
|
46,680
|
$1,213,680 | — | 23 May 2022 |
Recent Insider Transactions by Companies or Individuals for AVANTAX, INC.
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||
* An asterisk sign (*) next to the price indicates that the price is likely invalid.