| Symbol | Company | Owner | Relationship | Date | Transaction | Cost | # Shares | Value ($) | Total Shares | Filing | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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. | 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. | 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. | 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. | 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 | Jun 14, 2022 | Option Exercise | $16.54 | 681 | 11,264 | 132,611 | Jun 16, 2022, 05:00 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. | 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. | 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. | 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. | 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. | 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. | 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. | 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. | 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. | 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. | 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. | 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. | 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. | 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. | Mackay Todd C | Chief Bus. Dev & Ops Officer | Jan 01, 2020 | Option Exercise | $26.14 | 320 | 8,365 | 49,924 | Jan 03, 2020, 05:46 PM | |
| BCOR | BLUCORA, INC. | Mackay Todd C | Chief Bus. Dev & Ops Officer | Jan 02, 2020 | Option Exercise | $26.00 | 539 | 14,014 | 49,385 | Jan 03, 2020, 05:46 PM | |
| BCOR | BLUCORA, INC. | Mackay Todd C | Chief Bus. Dev & Ops Officer | Dec 31, 2019 | Option Exercise | $26.14 | 331 | 8,652 | 50,244 | Jan 03, 2020, 05:46 PM | |
| BCOR | BLUCORA, INC. | Mackay Todd C | Chief Bus. Dev & Ops Officer | Jun 30, 2019 | Option Exercise | $30.37 | 332 | 10,083 | 50,985 | Jul 02, 2019, 04:15 PM | |
| BCOR | BLUCORA, INC. | Mackay Todd C | Chief Bus. Dev & Ops Officer | Jul 01, 2019 | Option Exercise | $30.18 | 410 | 12,374 | 50,575 | Jul 02, 2019, 04:15 PM | |
| BCOR | BLUCORA, INC. | Mackay Todd C | Interim CEO HD Vest | Apr 01, 2019 | Sale | $24.95 | 14,351 | 358,111 | 43,939 | Apr 03, 2019, 04:27 PM | |
| BCOR | BLUCORA, INC. | Mackay Todd C | Interim CEO HD Vest | Mar 19, 2019 | Sale | $24.51 | 17,939 | 439,744 | 45,939 | Mar 21, 2019, 04:17 PM | |
| BCOR | BLUCORA, INC. | Mackay Todd C | Interim CEO HD Vest | Feb 20, 2019 | Option Exercise | $27.48 | 499 | 13,713 | 37,084 | Feb 21, 2019, 06:06 PM | |
| BCOR | BLUCORA, INC. | Mackay Todd C | Interim CEO HD Vest | Dec 31, 2018 | Option Exercise | $26.64 | 663 | 17,662 | 33,178 | Jan 03, 2019, 12:00 AM | |
| BCOR | BLUCORA, INC. | Mackay Todd C | Interim CEO HD Vest | Jan 01, 2019 | Option Exercise | $26.64 | 320 | 8,525 | 32,858 | Jan 03, 2019, 12:00 AM |
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