| Symbol | Company | Owner | Relationship | Date | Transaction | Cost | # Shares | Value ($) | Total Shares | Filing | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AVTA | AVANTAX, INC. | Mehlman Marc | Chief Financial Officer | Nov 27, 2023 | Option Exercise | $26.00 | 169,085 | 4,396,210 | 0 | Nov 29, 2023, 03:49 PM | |
| AVTA | AVANTAX, INC. | Mehlman Marc | Chief Financial Officer | Nov 27, 2023 | Option Exercise | $26.00 | 2,025 | 52,650 | 0 | Nov 29, 2023, 03:49 PM | |
| AVTA | AVANTAX, INC. | Walters Christopher William | Chief Executive Officer | Nov 27, 2023 | Option Exercise | $26.00 | 867,379 | 22,551,854 | 0 | Nov 29, 2023, 03:41 PM | |
| AVTA | AVANTAX, INC. | Murray Stacy | Principal Accounting Officer | Nov 27, 2023 | Option Exercise | $26.00 | 2,846 | 73,996 | 0 | Nov 29, 2023, 03:39 PM | |
| AVTA | AVANTAX, INC. | Bailey Tabitha | Chief Legal Officer & Corp Sec | Nov 27, 2023 | Option Exercise | $26.00 | 18,787 | 488,462 | 0 | Nov 29, 2023, 03:36 PM | |
| AVTA | AVANTAX, INC. | Mackay Todd C | President of Wealth Mgmt | Nov 27, 2023 | Option Exercise | $26.00 | 247,048 | 6,423,248 | 0 | Nov 29, 2023, 03:33 PM | |
| AVTA | AVANTAX, INC. | ERNST MARK A | Director | Nov 27, 2023 | Option Exercise | $26.00 | 102,566 | 2,666,716 | 0 | Nov 29, 2023, 03:32 PM | |
| AVTA | AVANTAX, INC. | ERNST MARK A | Director | Nov 27, 2023 | Option Exercise | $26.00 | 14,000 | 364,000 | 0 | Nov 29, 2023, 03:32 PM | |
| AVTA | AVANTAX, INC. | HAYLES CAROL | Director | Nov 27, 2023 | Option Exercise | $26.00 | 42,980 | 1,117,480 | 0 | Nov 29, 2023, 03:31 PM | |
| AVTA | AVANTAX, INC. | PROCTOR GEORGANNE | Director | Nov 27, 2023 | Option Exercise | $26.00 | 64,643 | 1,680,718 | 0 | Nov 29, 2023, 03:29 PM | |
| AVTA | AVANTAX, INC. | Kotecha Kanayalal Amritlal | Director | Nov 27, 2023 | Option Exercise | $26.00 | 27,249 | 708,474 | 0 | Nov 29, 2023, 03:27 PM | |
| AVTA | AVANTAX, INC. | LEAMAN J RICHARD III | Director | Nov 27, 2023 | Option Exercise | $26.00 | 22,249 | 578,474 | 0 | Nov 29, 2023, 03:26 PM | |
| AVTA | AVANTAX, INC. | Perry Tina | Director | Nov 27, 2023 | Option Exercise | $26.00 | 31,763 | 825,838 | 0 | Nov 29, 2023, 03:23 PM | |
| AVTA | AVANTAX, INC. | Rao Karthik | Director | Nov 27, 2023 | Option Exercise | $26.00 | 41,412 | 1,076,712 | 0 | Nov 29, 2023, 03:18 PM | |
| AVTA | AVANTAX, INC. | Schreuder Jana R | Director | Nov 27, 2023 | Option Exercise | $26.00 | 42,566 | 1,106,716 | 0 | Nov 29, 2023, 03:11 PM | |
| AVTA | AVANTAX, INC. | Murray Stacy | Principal Accounting Officer | Jun 26, 2023 | Option Exercise | $22.14 | 264 | 5,845 | 2,846 | Jun 28, 2023, 05:44 PM | |
| AVTA | AVANTAX, INC. | Walters Christopher William | Chief Executive Officer | May 23, 2023 | Option Exercise | $13.97 | 25,585 | 357,346 | 364,137 | May 25, 2023, 04:32 PM | |
| AVTA | AVANTAX, INC. | Walters Christopher William | Chief Executive Officer | May 21, 2023 | Option Exercise | $21.25 | 4,895 | 104,019 | 348,568 | May 23, 2023, 05:18 PM | |
| AVTA | AVANTAX, INC. | Mackay Todd C | President of Wealth Mgmt | May 21, 2023 | Option Exercise | $21.25 | 2,457 | 52,211 | 147,916 | May 23, 2023, 05:15 PM | |
| AVTA | AVANTAX, INC. | Murray Stacy | Principal Accounting Officer | Feb 28, 2023 | Sale | $29.04 | 8,494 | 246,666 | 3,110 | Mar 02, 2023, 07:28 PM | |
| AVTA | AVANTAX, INC. | Walters Christopher William | Chief Executive Officer | Jan 27, 2023 | Option Exercise | $29.35 | 9,138 | 268,200 | 364,695 | Jan 31, 2023, 09:32 PM | |
| AVTA | AVANTAX, INC. | Walters Christopher William | Chief Executive Officer | Jan 30, 2023 | Option Exercise | $29.04 | 11,232 | 326,177 | 353,463 | Jan 31, 2023, 09:32 PM | |
| AVTA | AVANTAX, INC. | Mackay Todd C | President of Wealth Mgmt | Jan 27, 2023 | Option Exercise | $29.35 | 1,698 | 49,836 | 150,373 | Jan 31, 2023, 09:30 PM | |
| BCOR | BLUCORA, INC. | Mackay Todd C | President of Wealth Mgmt | Jan 09, 2023 | Option Exercise | $26.26 | 1,374 | 36,081 | 148,203 | Jan 11, 2023, 06:50 PM | |
| BCOR | BLUCORA, INC. | Murray Stacy | Principal Accounting Officer | Jan 09, 2023 | Option Exercise | $26.26 | 342 | 8,981 | 11,604 | Jan 11, 2023, 06:48 PM | |
| BCOR | BLUCORA, INC. | BRUDER ANN J. | Chief Legal Officer & Sec'y | Jan 09, 2023 | Option Exercise | $26.26 | 1,247 | 32,746 | 96,812 | Jan 11, 2023, 06:46 PM | |
| BCOR | BLUCORA, INC. | Murray Stacy | Principal Accounting Officer | Jan 03, 2023 | Option Exercise | $25.34 | 1,947 | 49,337 | 12,545 | Jan 05, 2023, 08:30 PM | |
| BCOR | BLUCORA, INC. | Murray Stacy | Principal Accounting Officer | Jan 04, 2023 | Option Exercise | $25.72 | 599 | 15,406 | 11,946 | Jan 05, 2023, 08:30 PM | |
| BCOR | BLUCORA, INC. | Walters Christopher William | Chief Executive Officer | Jan 03, 2023 | Option Exercise | $25.34 | 4,911 | 124,445 | 365,224 | Jan 05, 2023, 07:33 PM | |
| BCOR | BLUCORA, INC. | Walters Christopher William | Chief Executive Officer | Jan 04, 2023 | Option Exercise | $25.72 | 14,614 | 375,872 | 350,610 | Jan 05, 2023, 07:33 PM | |
| BCOR | BLUCORA, INC. | Mehlman Marc | Chief Financial Officer | Jan 03, 2023 | Option Exercise | $25.34 | 2,616 | 66,289 | 93,160 | Jan 05, 2023, 07:29 PM | |
| BCOR | BLUCORA, INC. | Mehlman Marc | Chief Financial Officer | Jan 04, 2023 | Option Exercise | $25.72 | 1,514 | 38,940 | 91,646 | Jan 05, 2023, 07:29 PM | |
| BCOR | BLUCORA, INC. | Mackay Todd C | President of Wealth Mgmt | Jan 03, 2023 | Option Exercise | $23.34 | 3,374 | 78,749 | 152,145 | Jan 05, 2023, 07:27 PM | |
| BCOR | BLUCORA, INC. | Mackay Todd C | President of Wealth Mgmt | Jan 04, 2023 | Option Exercise | $25.72 | 2,568 | 66,049 | 149,577 | Jan 05, 2023, 07:27 PM | |
| BCOR | BLUCORA, INC. | BRUDER ANN J. | Chief Legal Officer & Sec'y | Jan 03, 2023 | Option Exercise | $25.34 | 2,843 | 72,042 | 101,595 | Jan 05, 2023, 07:25 PM | |
| BCOR | BLUCORA, INC. | BRUDER ANN J. | Chief Legal Officer & Sec'y | Jan 04, 2023 | Option Exercise | $25.72 | 3,536 | 90,946 | 98,059 | Jan 05, 2023, 07:25 PM | |
| BCOR | BLUCORA, INC. | Campbell Curtis A | President Software | Dec 18, 2022 | Option Exercise | $22.59 | 12,203 | 275,666 | 103,380 | Dec 20, 2022, 08:52 PM | |
| BCOR | BLUCORA, INC. | Kotecha Kanayalal Amritlal | Director | Nov 17, 2022 | Buy | $23.73 | 5,000 | 118,650 | 19,952 | Nov 21, 2022, 06:40 PM | |
| BCOR | BLUCORA, INC. | Murray Stacy | Principal Accounting Officer | Jun 26, 2022 | Option Exercise | $18.44 | 264 | 4,868 | 12,545 | Jun 28, 2022, 05:25 PM | |
| BCOR | BLUCORA, INC. | Mackay Todd C | President of Wealth Mgmt | Jun 14, 2022 | Option Exercise | $16.54 | 681 | 11,264 | 132,611 | Jun 16, 2022, 05:00 PM | |
| BCOR | BLUCORA, INC. | Walters Christopher William | Chief Executive Officer | May 27, 2022 | Option Exercise | $16.93 | 19,582 | 331,584 | 340,136 | Jun 01, 2022, 05:14 PM | |
| BCOR | BLUCORA, INC. | BRUDER ANN J. | Chief Legal Officer & Sec'y | May 21, 2022 | Option Exercise | $16.43 | 1,786 | 29,344 | 104,438 | May 24, 2022, 04:59 PM | |
| BCOR | BLUCORA, INC. | Campbell Curtis A | President Software | May 21, 2022 | Option Exercise | $16.43 | 2,679 | 44,016 | 107,686 | May 24, 2022, 04:56 PM | |
| BCOR | BLUCORA, INC. | Walters Christopher William | Chief Executive Officer | May 21, 2022 | Option Exercise | $16.43 | 4,893 | 80,392 | 330,018 | May 24, 2022, 04:55 PM | |
| BCOR | BLUCORA, INC. | Mackay Todd C | President of Wealth Mgmt | May 21, 2022 | Option Exercise | $16.43 | 2,456 | 40,352 | 133,292 | May 24, 2022, 04:53 PM | |
| BCOR | BLUCORA, INC. | Mehlman Marc | Chief Financial Officer | Apr 27, 2022 | Option Exercise | $20.22 | 2,028 | 41,006 | 76,045 | Apr 28, 2022, 05:17 PM | |
| BCOR | BLUCORA, INC. | Zappone Mary Slagle | Director | Mar 01, 2022 | Option Exercise | $16.61 | 22,963 | 381,415 | 66,190 | Mar 03, 2022, 06:12 PM | |
| BCOR | BLUCORA, INC. | Mackay Todd C | President of Wealth Mgmt | Mar 02, 2022 | Option Exercise | $16.48 | 49,696 | 819,190 | 144,043 | Mar 03, 2022, 06:10 PM | |
| BCOR | BLUCORA, INC. | BRUDER ANN J. | Chief Legal Officer & Sec'y | Mar 01, 2022 | Option Exercise | $15.88 | 41,170 | 653,658 | 127,147 | Mar 03, 2022, 06:06 PM | |
| BCOR | BLUCORA, INC. | Walters Christopher William | Chief Executive Officer | Jan 30, 2022 | Option Exercise | $15.80 | 9,929 | 156,878 | 334,911 | Feb 01, 2022, 06:49 PM | |
| BCOR | BLUCORA, INC. | Mackay Todd C | President of Wealth Mgmt | Jan 09, 2022 | Option Exercise | $16.99 | 1,373 | 23,327 | 122,924 | Jan 11, 2022, 05:01 PM | |
| BCOR | BLUCORA, INC. | Campbell Curtis A | President Software | Jan 09, 2022 | Option Exercise | $16.99 | 1,408 | 23,922 | 108,563 | Jan 11, 2022, 04:59 PM | |
| BCOR | BLUCORA, INC. | Murray Stacy | Principal Accounting Officer | Jan 09, 2022 | Option Exercise | $16.99 | 342 | 5,811 | 12,809 | Jan 11, 2022, 04:58 PM | |
| BCOR | BLUCORA, INC. | BRUDER ANN J. | Chief Legal Officer & Sec'y | Jan 09, 2022 | Option Exercise | $16.99 | 1,247 | 21,187 | 106,894 | Jan 11, 2022, 04:56 PM | |
| BCOR | BLUCORA, INC. | Murray Stacy | Principal Accounting Officer | Jan 04, 2022 | Option Exercise | $17.80 | 599 | 10,662 | 13,151 | Jan 05, 2022, 07:41 PM | |
| BCOR | BLUCORA, INC. | Walters Christopher William | Chief Executive Officer | Jan 04, 2022 | Option Exercise | $17.80 | 11,232 | 199,930 | 344,840 | Jan 05, 2022, 04:40 PM | |
| BCOR | BLUCORA, INC. | BRUDER ANN J. | Chief Legal Officer & Sec'y | Jan 02, 2022 | Option Exercise | $17.32 | 1,160 | 20,091 | 88,541 | Jan 04, 2022, 09:25 PM | |
| BCOR | BLUCORA, INC. | BRUDER ANN J. | Chief Legal Officer & Sec'y | Jan 04, 2022 | Option Exercise | $17.80 | 3,788 | 67,426 | 108,141 | Jan 04, 2022, 09:25 PM | |
| BCOR | BLUCORA, INC. | Mackay Todd C | President of Wealth Mgmt | Jan 02, 2022 | Option Exercise | $17.32 | 538 | 9,318 | 95,500 | Jan 04, 2022, 09:22 PM | |
| BCOR | BLUCORA, INC. | Mackay Todd C | President of Wealth Mgmt | Jan 04, 2022 | Option Exercise | $17.80 | 2,905 | 51,709 | 124,297 | Jan 04, 2022, 09:22 PM | |
| BCOR | BLUCORA, INC. | Mehlman Marc | Chief Financial Officer | Dec 15, 2021 | Buy | $16.50 | 10,000 | 165,000 | 51,637 | Dec 17, 2021, 07:12 PM | |
| BCOR | BLUCORA, INC. | PROCTOR GEORGANNE | Director | Dec 15, 2021 | Buy | $16.35 | 3,025 | 49,459 | 48,664 | Dec 17, 2021, 07:11 PM | |
| BCOR | BLUCORA, INC. | Walters Christopher William | Chief Executive Officer | Dec 14, 2021 | Buy | $16.73 | 10,000 | 167,300 | 299,511 | Dec 16, 2021, 04:23 PM | |
| BCOR | BLUCORA, INC. | ERNST MARK A | Director | Dec 15, 2021 | Buy | $16.22 | 19,978 | 324,043 | 89,323 | Dec 15, 2021, 06:58 PM | |
| BCOR | BLUCORA, INC. | ERNST MARK A | Director | Dec 13, 2021 | Buy | $16.93 | 18,000 | 304,740 | 57,323 | Dec 15, 2021, 06:58 PM | |
| BCOR | BLUCORA, INC. | ERNST MARK A | Director | Dec 14, 2021 | Buy | $16.36 | 12,022 | 196,680 | 69,345 | Dec 15, 2021, 06:58 PM | |
| BCOR | BLUCORA, INC. | BRUDER ANN J. | Chief Legal Officer & Sec'y | Jul 08, 2021 | Option Exercise | $16.54 | 1,507 | 24,926 | 89,701 | Jul 09, 2021, 08:19 PM | |
| BCOR | BLUCORA, INC. | Mackay Todd C | President of Wealth Mgmt | Jul 08, 2021 | Option Exercise | $16.54 | 2,167 | 35,842 | 96,038 | Jul 09, 2021, 08:17 PM | |
| BCOR | BLUCORA, INC. | Murray Stacy | Principal Accounting Officer | Jun 26, 2021 | Option Exercise | $17.79 | 264 | 4,697 | 13,750 | Jun 29, 2021, 04:55 PM | |
| BCOR | BLUCORA, INC. | Mackay Todd C | President of Wealth Mgmt | Jun 14, 2021 | Option Exercise | $16.95 | 3,334 | 56,511 | 98,205 | Jun 16, 2021, 05:01 PM | |
| BCOR | BLUCORA, INC. | Campbell Curtis A | President Software | May 21, 2021 | Option Exercise | $16.37 | 1,657 | 27,125 | 81,066 | May 25, 2021, 05:04 PM | |
| BCOR | BLUCORA, INC. | Mackay Todd C | President of Wealth Mgmt | Feb 20, 2021 | Option Exercise | $16.18 | 499 | 8,074 | 103,161 | Feb 23, 2021, 05:46 PM | |
| BCOR | BLUCORA, INC. | BRUDER ANN J. | Chief Legal Officer & Sec'y | Feb 20, 2021 | Option Exercise | $16.18 | 1,909 | 30,888 | 92,676 | Feb 23, 2021, 05:43 PM | |
| BCOR | BLUCORA, INC. | Walters Christopher William | Chief Executive Officer | Jan 30, 2021 | Option Exercise | $16.56 | 7,184 | 118,967 | 294,404 | Feb 02, 2021, 05:01 PM | |
| BCOR | BLUCORA, INC. | Murray Stacy | Principal Accounting Officer | Jan 31, 2021 | Option Exercise | $16.56 | 657 | 10,880 | 14,014 | Feb 02, 2021, 04:58 PM | |
| BCOR | BLUCORA, INC. | Campbell Curtis A | President Software | Jan 09, 2021 | Option Exercise | $16.05 | 1,613 | 25,889 | 82,723 | Jan 12, 2021, 05:09 PM | |
| BCOR | BLUCORA, INC. | BRUDER ANN J. | Chief Legal Officer & Sec'y | Jan 09, 2021 | Option Exercise | $16.05 | 1,721 | 27,622 | 94,585 | Jan 12, 2021, 05:07 PM | |
| BCOR | BLUCORA, INC. | Mackay Todd C | President of Wealth Mgmt | Jan 09, 2021 | Option Exercise | $16.05 | 1,629 | 26,145 | 103,660 | Jan 12, 2021, 05:06 PM | |
| BCOR | BLUCORA, INC. | Murray Stacy | Principal Accounting Officer | Jan 09, 2021 | Option Exercise | $16.05 | 342 | 5,489 | 14,671 | Jan 12, 2021, 05:04 PM | |
| BCOR | BLUCORA, INC. | Mackay Todd C | President of Wealth Mgmt | Dec 31, 2020 | Option Exercise | $15.19 | 331 | 5,028 | 79,162 | Jan 05, 2021, 06:05 PM | |
| BCOR | BLUCORA, INC. | Mackay Todd C | President of Wealth Mgmt | Jan 02, 2021 | Option Exercise | $15.19 | 539 | 8,187 | 78,623 | Jan 05, 2021, 06:05 PM | |
| BCOR | BLUCORA, INC. | Campbell Curtis A | President Software | Jan 02, 2021 | Option Exercise | $15.19 | 1,389 | 21,099 | 55,136 | Jan 05, 2021, 06:03 PM | |
| BCOR | BLUCORA, INC. | BRUDER ANN J. | Chief Legal Officer & Sec'y | Jan 02, 2021 | Option Exercise | $15.19 | 1,376 | 20,901 | 63,507 | Jan 05, 2021, 06:02 PM | |
| BCOR | BLUCORA, INC. | Mackay Todd C | President of Wealth Mgmt | Dec 24, 2020 | Option Exercise | $15.06 | 8,120 | 122,287 | 79,493 | Dec 29, 2020, 05:41 PM | |
| BCOR | BLUCORA, INC. | ERNST MARK A | Director | Sep 08, 2020 | Buy | $10.80 | 1,000 | 10,795 | 8,000 | Sep 21, 2020, 08:31 AM | |
| BCOR | BLUCORA, INC. | ERNST MARK A | Director | Sep 09, 2020 | Buy | $10.50 | 6,000 | 63,000 | 14,000 | Sep 21, 2020, 08:31 AM | |
| BCOR | BLUCORA, INC. | Mehlman Marc | Chief Financial Officer | Aug 12, 2020 | Buy | $11.55 | 2,025 | 23,398 | 2,025 | Aug 14, 2020, 06:20 AM | |
| BCOR | BLUCORA, INC. | Walters Christopher William | Chief Executive Officer | Aug 11, 2020 | Buy | $11.44 | 8,000 | 91,536 | 160,255 | Aug 13, 2020, 08:22 AM | |
| BCOR | BLUCORA, INC. | Walters Christopher William | Chief Executive Officer | Aug 12, 2020 | Buy | $11.68 | 8,000 | 93,440 | 168,255 | Aug 13, 2020, 08:22 AM | |
| BCOR | BLUCORA, INC. | ERNST MARK A | Director | Aug 10, 2020 | Buy | $10.68 | 7,000 | 74,746 | 7,000 | Aug 12, 2020, 09:07 AM | |
| BCOR | BLUCORA, INC. | Mackay Todd C | President of Wealth Mgmt | Jun 30, 2020 | Option Exercise | $11.42 | 218 | 2,490 | 87,883 | Jul 02, 2020, 04:16 PM | |
| BCOR | BLUCORA, INC. | Mackay Todd C | President of Wealth Mgmt | Jul 01, 2020 | Option Exercise | $11.48 | 270 | 3,100 | 87,613 | Jul 02, 2020, 04:16 PM | |
| BCOR | BLUCORA, INC. | BRUDER ANN J. | Chief Legal Officer & Sec'y | Jun 19, 2020 | Option Exercise | $11.68 | 1,057 | 12,346 | 64,883 | Jun 24, 2020, 05:06 PM | |
| BCOR | BLUCORA, INC. | Mackay Todd C | President of Wealth Mgmt | Jun 14, 2020 | Option Exercise | $12.98 | 450 | 5,843 | 88,101 | Jun 16, 2020, 05:45 PM | |
| BCOR | BLUCORA, INC. | BRUDER ANN J. | Chief Legal Officer & Sec'y | May 21, 2020 | Option Exercise | $11.30 | 1,624 | 18,351 | 52,321 | May 26, 2020, 05:07 PM | |
| BCOR | BLUCORA, INC. | Mackay Todd C | President of Wealth Mgmt | May 21, 2020 | Option Exercise | $11.30 | 1,458 | 16,475 | 71,760 | May 26, 2020, 05:05 PM | |
| BCOR | BLUCORA, INC. | BRUDER ANN J. | Chief Legal Officer & Sec'y | Feb 20, 2020 | Option Exercise | $22.47 | 2,322 | 52,175 | 45,686 | Feb 24, 2020, 08:00 PM | |
| BCOR | BLUCORA, INC. | Mackay Todd C | Chief Bus. Dev & Ops Officer | Feb 20, 2020 | Option Exercise | $22.47 | 499 | 11,213 | 63,149 | Feb 24, 2020, 07:59 PM | |
| BCOR | BLUCORA, INC. | Athwal Davinder S | Chief Financial Officer | Jan 02, 2020 | Option Exercise | $26.00 | 1,600 | 41,600 | 44,681 | Jan 06, 2020, 05:24 PM | |
| BCOR | BLUCORA, INC. | Taylor Transient C | Chief HR Officer | Jan 02, 2020 | Option Exercise | $26.00 | 877 | 22,802 | 11,038 | Jan 06, 2020, 05:23 PM |
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