Avantax, Inc.

Ownership Transactions Reported by 17 Insiders

Symbol
AVTA on Nasdaq
Industry
Finance Services
Location
3200 Olympus Blvd., Suite 100, Dallas, Texas

There are no Buy or Sell transactions made by insiders since 7/8/2023

Avantax, Inc. executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Report Date
Curtis A. Campbell President Software $2.6 M Dec 18, 2022
Ann Bruder Chief Legal Officer & Sec'y $2.52 M Jan 9, 2023
Mary Slagle Zappone Director $1.65 M May 23, 2022
Steven Aldrich Director $1.21 M May 23, 2022
Georganne Proctor Director Nov 27, 2023
Jana R. Schreuder Director Nov 27, 2023
Karthik Rao Director Nov 27, 2023
Stacy Murray Principal Accounting Officer Nov 27, 2023
Mark A. Ernst Director Nov 27, 2023
Tina Perry Director Nov 27, 2023
Tabitha Bailey Chief Legal Officer & Corp Sec Nov 27, 2023
Christopher W. Walters Chief Executive Officer, Director Nov 27, 2023
Marc Mehlman Chief Financial Officer Nov 27, 2023
J. Richard Leaman III Director Nov 27, 2023
Todd C. Mackay President of Wealth Mgmt Nov 27, 2023
Kanayalal A. Kotecha Director Nov 27, 2023
Carol Hayles Director Nov 27, 2023

Recent Insider Transactions by Companies or Individuals for Avantax, Inc.

Insider Class Transaction % Value $ Price $ Shares Shares Owned Date Ownership