Blucora Inc. (BCOR) NASDAQ
$27.19 - (-)
Market Cap: $1.31B
As of 01/25/23 12:00 AM EST. Market closed.
Blucora Inc. (BCOR)
NASDAQ
$27.19
- (-)
Market Cap: $1.31B
As of 01/25/23 12:00 AM EST. Market closed.
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Blucora, Inc. is on the forefront of financial technology, a provider of data and technology-driven solutions that empower people to improve their financial wellness. Blucora operates in two segments including (i) wealth management, through its Avantax Wealth Management brand, with a collective $83 billion in total client assets as of December 31, 2020, and (ii) tax preparation, through its ... read more
Blucora, Inc. is on the forefront of financial technology, a provider of data and technology-driven solutions that empower people to improve their financial wellness. Blucora operates in two segments including (i) wealth management, through its Avantax Wealth Management brand, with a collective $83 billion in total client assets as of December 31, 2020, and (ii) tax preparation, through its TaxAct business, a market leader in tax preparation software with approximately 3 million consumer and more than 23,000 professional users in 2020. With integrated tax-focused software and wealth management, Blucora is uniquely positioned to assist our customers in achieving better long-term outcomes via holistic, tax-advantaged solutions. read less
COMPANY PROFILE
Sector
Information
Industry
Data Processing, Hosting, and Related Services
CEO
Christopher Walters
Full Time Employees
1,100
Sector
Information
Industry
Data Processing, Hosting, and Related Services
CEO
Christopher Walters
Full Time Employees
1,100
CEO Compensation (Base)
$598,902
URL
Address
3200 Olympus Blvd., Suite 100, Texas, Dallas, 75019.
PRICE CHART FOR BLUCORA INC
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NEWS
INSIDEARBITRAGE ARTICLES
KEY STATS
Open
$27.27
Previous Close
$27.19
Days Range
$27.09 - $27.38
52 week range
$15.17 - $27.75
Volume
0
Avg. Volume (30 days)
307,416
Market Cap
$1.31B
Dividend Yield
-
P/E
45.91
Shares Outstanding
48,143,838
Open
$27.27
Previous Close
$27.19
Days Range
$27.09 - $27.38
52 week range
$15.17 - $27.75
Volume
0
Avg. Volume (30 days)
307,416
Market Cap
$1.31B
Dividend Yield
-
P/E
45.91
Shares Outstanding
48,143,838
FINANCIAL STATEMENTS FOR BLUCORA INC
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INSIDER TRANSACTIONS FOR BLUCORA INC
| Owner | Relationship | Date | Transaction | Cost | # Shares | Value($) | Total Shares | Form 4 |
| Mehlman Marc | Chief Financial Officer | Nov 27, 2023 | Option Exercise | $26.00 | 2,025 | 52,650 | 0 | Nov 29, 2023, 03:49 PM |
| Mehlman Marc | Chief Financial Officer | Nov 27, 2023 | Option Exercise | $26.00 | 169,085 | 4,396,210 | 0 | Nov 29, 2023, 03:49 PM |
| 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 |
| Murray Stacy | Principal Accounting Officer | Nov 27, 2023 | Option Exercise | $26.00 | 2,846 | 73,996 | 0 | Nov 29, 2023, 03:39 PM |
| 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 |
| 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 |
| ERNST MARK A | Director | Nov 27, 2023 | Option Exercise | $26.00 | 14,000 | 364,000 | 0 | Nov 29, 2023, 03:32 PM |
| ERNST MARK A | Director | Nov 27, 2023 | Option Exercise | $26.00 | 102,566 | 2,666,716 | 0 | Nov 29, 2023, 03:32 PM |
| HAYLES CAROL | Director | Nov 27, 2023 | Option Exercise | $26.00 | 42,980 | 1,117,480 | 0 | Nov 29, 2023, 03:31 PM |
| PROCTOR GEORGANNE | Director | Nov 27, 2023 | Option Exercise | $26.00 | 64,643 | 1,680,718 | 0 | Nov 29, 2023, 03:29 PM |
| Kotecha Kanayalal Amritlal | Director | Nov 27, 2023 | Option Exercise | $26.00 | 27,249 | 708,474 | 0 | Nov 29, 2023, 03:27 PM |
| LEAMAN J RICHARD III | Director | Nov 27, 2023 | Option Exercise | $26.00 | 22,249 | 578,474 | 0 | Nov 29, 2023, 03:26 PM |
| Perry Tina | Director | Nov 27, 2023 | Option Exercise | $26.00 | 31,763 | 825,838 | 0 | Nov 29, 2023, 03:23 PM |
| Rao Karthik | Director | Nov 27, 2023 | Option Exercise | $26.00 | 41,412 | 1,076,712 | 0 | Nov 29, 2023, 03:18 PM |
| Schreuder Jana R | Director | Nov 27, 2023 | Option Exercise | $26.00 | 42,566 | 1,106,716 | 0 | Nov 29, 2023, 03:11 PM |
| Murray Stacy | Principal Accounting Officer | Jun 26, 2023 | Option Exercise | $22.14 | 264 | 5,845 | 2,846 | Jun 28, 2023, 05:44 PM |
| Walters Christopher William | Chief Executive Officer | May 23, 2023 | Option Exercise | $21.75 | 10,016 | 217,848 | 354,121 | May 25, 2023, 04:32 PM |
| Walters Christopher William | Chief Executive Officer | May 23, 2023 | Option Exercise | $8.96 | 15,569 | 139,498 | 364,137 | May 25, 2023, 04:32 PM |
| 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 |
| 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 |
| Murray Stacy | Principal Accounting Officer | Feb 28, 2023 | Sale | $29.04 | 8,494 | 246,666 | 3,110 | Mar 02, 2023, 07:28 PM |
| 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 |
| 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 |
| 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 |
| 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 |
| Murray Stacy | Principal Accounting Officer | Jan 09, 2023 | Option Exercise | $26.26 | 342 | 8,981 | 11,604 | Jan 11, 2023, 06:48 PM |
| 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 |
| Murray Stacy | Principal Accounting Officer | Jan 03, 2023 | Option Exercise | $25.34 | 1,947 | 49,337 | 12,545 | Jan 05, 2023, 08:30 PM |
| Murray Stacy | Principal Accounting Officer | Jan 04, 2023 | Option Exercise | $25.72 | 599 | 15,406 | 11,946 | Jan 05, 2023, 08:30 PM |
| 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 |
| 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 |
| Mehlman Marc | Chief Financial Officer | Jan 04, 2023 | Option Exercise | $25.72 | 1,514 | 38,940 | 91,646 | Jan 05, 2023, 07:29 PM |
| Mehlman Marc | Chief Financial Officer | Jan 03, 2023 | Option Exercise | $25.34 | 2,616 | 66,289 | 93,160 | Jan 05, 2023, 07:29 PM |
| 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 |
| 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 |
| 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 |
| 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 |
| Campbell Curtis A | President Software | Dec 18, 2022 | Option Exercise | $22.59 | 12,203 | 275,666 | 103,380 | Dec 20, 2022, 08:52 PM |
| Kotecha Kanayalal Amritlal | Director | Nov 17, 2022 | Buy | $23.73 | 5,000 | 118,650 | 19,952 | Nov 21, 2022, 06:40 PM |
| Murray Stacy | Principal Accounting Officer | Jun 26, 2022 | Option Exercise | $18.44 | 264 | 4,868 | 12,545 | Jun 28, 2022, 05:25 PM |
| 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 |
| Walters Christopher William | Chief Executive Officer | May 27, 2022 | Option Exercise | $17.92 | 9,464 | 169,595 | 330,672 | Jun 01, 2022, 05:14 PM |
| Walters Christopher William | Chief Executive Officer | May 27, 2022 | Option Exercise | $16.01 | 10,118 | 161,989 | 340,136 | Jun 01, 2022, 05:14 PM |
| 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 |
| Campbell Curtis A | President Software | May 21, 2022 | Option Exercise | $16.43 | 2,679 | 44,016 | 107,686 | May 24, 2022, 04:56 PM |
| 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 |
| 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 |
| Mehlman Marc | Chief Financial Officer | Apr 27, 2022 | Option Exercise | $20.22 | 2,028 | 41,006 | 76,045 | Apr 28, 2022, 05:17 PM |
| Zappone Mary Slagle | Director | Mar 01, 2022 | Option Exercise | $19.64 | 9,710 | 190,704 | 64,499 | Mar 03, 2022, 06:12 PM |
| Zappone Mary Slagle | Director | Mar 01, 2022 | Option Exercise | $14.39 | 13,253 | 190,711 | 66,190 | Mar 03, 2022, 06:12 PM |
| Mackay Todd C | President of Wealth Mgmt | Mar 02, 2022 | Option Exercise | $19.87 | 18,436 | 366,323 | 125,607 | Mar 03, 2022, 06:10 PM |
| Mackay Todd C | President of Wealth Mgmt | Mar 02, 2022 | Option Exercise | $14.49 | 31,260 | 452,867 | 144,043 | Mar 03, 2022, 06:10 PM |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | Mar 01, 2022 | Option Exercise | $19.64 | 17,917 | 351,890 | 118,088 | Mar 03, 2022, 06:06 PM |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | Mar 01, 2022 | Option Exercise | $12.98 | 23,253 | 301,768 | 127,147 | Mar 03, 2022, 06:06 PM |
| 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 |
| 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 |
| Campbell Curtis A | President Software | Jan 09, 2022 | Option Exercise | $16.99 | 1,408 | 23,922 | 108,563 | Jan 11, 2022, 04:59 PM |
| Murray Stacy | Principal Accounting Officer | Jan 09, 2022 | Option Exercise | $16.99 | 342 | 5,811 | 12,809 | Jan 11, 2022, 04:58 PM |
| 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 |
| Murray Stacy | Principal Accounting Officer | Jan 04, 2022 | Option Exercise | $17.80 | 599 | 10,662 | 13,151 | Jan 05, 2022, 07:41 PM |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Mehlman Marc | Chief Financial Officer | Dec 15, 2021 | Buy | $16.50 | 10,000 | 165,000 | 51,637 | Dec 17, 2021, 07:12 PM |
| PROCTOR GEORGANNE | Director | Dec 15, 2021 | Buy | $16.35 | 3,025 | 49,459 | 48,664 | Dec 17, 2021, 07:11 PM |
| Walters Christopher William | Chief Executive Officer | Dec 14, 2021 | Buy | $16.73 | 10,000 | 167,300 | 299,511 | Dec 16, 2021, 04:23 PM |
| ERNST MARK A | Director | Dec 13, 2021 | Buy | $16.93 | 18,000 | 304,740 | 57,323 | Dec 15, 2021, 06:58 PM |
| ERNST MARK A | Director | Dec 15, 2021 | Buy | $16.22 | 19,978 | 324,043 | 89,323 | Dec 15, 2021, 06:58 PM |
| ERNST MARK A | Director | Dec 14, 2021 | Buy | $16.36 | 12,022 | 196,680 | 69,345 | Dec 15, 2021, 06:58 PM |
| 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 |
| 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 |
| Murray Stacy | Principal Accounting Officer | Jun 26, 2021 | Option Exercise | $17.79 | 264 | 4,697 | 13,750 | Jun 29, 2021, 04:55 PM |
| 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 |
| Campbell Curtis A | President Software | May 21, 2021 | Option Exercise | $16.37 | 1,657 | 27,125 | 81,066 | May 25, 2021, 05:04 PM |
| 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 |
| 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 |
| 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 |
| Murray Stacy | Principal Accounting Officer | Jan 31, 2021 | Option Exercise | $16.56 | 657 | 10,880 | 14,014 | Feb 02, 2021, 04:58 PM |
| Campbell Curtis A | President Software | Jan 09, 2021 | Option Exercise | $16.05 | 1,613 | 25,889 | 82,723 | Jan 12, 2021, 05:09 PM |
| 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 |
| 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 |
| Murray Stacy | Principal Accounting Officer | Jan 09, 2021 | Option Exercise | $16.05 | 342 | 5,489 | 14,671 | Jan 12, 2021, 05:04 PM |
| 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 |
| 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 |
| Campbell Curtis A | President Software | Jan 02, 2021 | Option Exercise | $15.19 | 1,389 | 21,099 | 55,136 | Jan 05, 2021, 06:03 PM |
| 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 |
| 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 |
| ERNST MARK A | Director | Sep 08, 2020 | Buy | $10.80 | 1,000 | 10,795 | 8,000 | Sep 21, 2020, 08:31 AM |
| ERNST MARK A | Director | Sep 09, 2020 | Buy | $10.50 | 6,000 | 63,000 | 14,000 | Sep 21, 2020, 08:31 AM |
| Mehlman Marc | Chief Financial Officer | Aug 12, 2020 | Buy | $11.55 | 2,025 | 23,398 | 2,025 | Aug 14, 2020, 06:20 AM |
| Walters Christopher William | Chief Executive Officer | Aug 12, 2020 | Buy | $11.68 | 8,000 | 93,440 | 168,255 | Aug 13, 2020, 08:22 AM |
| Walters Christopher William | Chief Executive Officer | Aug 11, 2020 | Buy | $11.44 | 8,000 | 91,536 | 160,255 | Aug 13, 2020, 08:22 AM |
| ERNST MARK A | Director | Aug 10, 2020 | Buy | $10.68 | 7,000 | 74,746 | 7,000 | Aug 12, 2020, 09:07 AM |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Taylor Transient C | Chief HR Officer | Jan 02, 2020 | Option Exercise | $26.00 | 877 | 22,802 | 11,038 | Jan 06, 2020, 05:23 PM |
| Campbell Curtis A | President, TaxAct | Jan 02, 2020 | Option Exercise | $26.00 | 1,389 | 36,114 | 18,743 | Jan 06, 2020, 05:23 PM |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | Jan 02, 2020 | Option Exercise | $26.00 | 1,376 | 35,776 | 36,440 | Jan 06, 2020, 05:22 PM |
| Clendening John S | President and CEO | Jan 02, 2020 | Option Exercise | $26.00 | 6,054 | 157,404 | 637,413 | Jan 06, 2020, 05:21 PM |
| Clendening John S | President and CEO | Jan 03, 2020 | Option Exercise | $25.73 | 3,116 | 80,175 | 634,297 | Jan 06, 2020, 05:21 PM |
| Hogan Michael P | Pres. Tax-Smart Innovation | Jan 02, 2020 | Option Exercise | $26.00 | 1,278 | 33,228 | 28,653 | Jan 06, 2020, 05:20 PM |
| 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 |
| 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 |
| 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 |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | Dec 19, 2019 | Option Exercise | $25.10 | 1,057 | 26,531 | 37,816 | Dec 20, 2019, 06:17 PM |
| Clendening John S | President and CEO | Dec 16, 2019 | Option Exercise | $4.98 | 7,500 | 37,350 | 657,717 | Dec 18, 2019, 05:47 PM |
| Clendening John S | President and CEO | Dec 16, 2019 | Sale | $24.92 | 14,250 | 355,110 | 643,467 | Dec 18, 2019, 05:47 PM |
| Campbell Curtis A | President, TaxAct | Nov 05, 2019 | Option Exercise | $22.30 | 1,954 | 43,574 | 20,132 | Nov 07, 2019, 05:03 PM |
| Hogan Michael P | Pres. Tax-Smart Innovation | Oct 29, 2019 | Option Exercise | $21.85 | 658 | 14,377 | 28,265 | Oct 31, 2019, 04:32 PM |
| Taylor Transient C | Chief HR Officer | Oct 15, 2019 | Option Exercise | $20.86 | 999 | 20,839 | 11,915 | Oct 17, 2019, 04:11 PM |
| Clendening John S | President and CEO | Oct 07, 2019 | Option Exercise | $4.98 | 37,500 | 186,750 | 704,467 | Oct 09, 2019, 05:04 PM |
| Clendening John S | President and CEO | Oct 07, 2019 | Sale | $21.20 | 54,250 | 1,150,100 | 650,217 | Oct 09, 2019, 05:04 PM |
| Clendening John S | President and CEO | Jul 17, 2019 | Option Exercise | $4.98 | 10,000 | 49,800 | 676,967 | Jul 18, 2019, 05:06 PM |
| Clendening John S | President and CEO | Jul 16, 2019 | Option Exercise | $4.98 | 37,500 | 186,750 | 721,217 | Jul 18, 2019, 05:06 PM |
| Clendening John S | President and CEO | Jul 16, 2019 | Sale | $29.01 | 54,250 | 1,573,793 | 666,967 | Jul 18, 2019, 05:06 PM |
| Clendening John S | President and CEO | Jul 17, 2019 | Sale | $29.23 | 10,000 | 292,300 | 666,967 | Jul 18, 2019, 05:06 PM |
| Clendening John S | President and CEO | Jul 03, 2019 | Option Exercise | $29.81 | 5,035 | 150,093 | 683,717 | Jul 05, 2019, 05:41 PM |
| 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 |
| 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 |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | Jun 19, 2019 | Option Exercise | $30.94 | 1,058 | 32,735 | 38,873 | Jun 21, 2019, 04:13 PM |
| PROCTOR GEORGANNE | Director | Jun 05, 2019 | Sale | $31.29 | 2,768 | 86,611 | 14,680 | Jun 07, 2019, 05:06 PM |
| Zappone Mary Slagle | Director | Jun 04, 2019 | Sale | $31.52 | 6,432 | 202,737 | 33,864 | Jun 06, 2019, 04:39 PM |
| ATWELL WILLIAM L | Director | May 28, 2019 | Option Exercise | $16.55 | 7,940 | 131,407 | 43,582 | May 30, 2019, 04:20 PM |
| ATWELL WILLIAM L | Director | May 28, 2019 | Sale | $32.22 | 4,126 | 132,940 | 39,456 | May 30, 2019, 04:20 PM |
| Gardner H. McIntyre | Director | May 24, 2019 | Sale | $32.05 | 2,500 | 80,137 | 16,189 | May 24, 2019, 05:00 PM |
| Clendening John S | President and CEO | May 15, 2019 | Option Exercise | $4.98 | 20,000 | 99,600 | 718,752 | May 16, 2019, 05:45 PM |
| Clendening John S | President and CEO | May 14, 2019 | Option Exercise | $4.98 | 37,500 | 186,750 | 753,002 | May 16, 2019, 05:45 PM |
| Clendening John S | President and CEO | May 15, 2019 | Sale | $31.29 | 25,000 | 782,250 | 693,752 | May 16, 2019, 05:45 PM |
| Clendening John S | President and CEO | May 14, 2019 | Sale | $31.67 | 54,250 | 1,718,098 | 698,752 | May 16, 2019, 05:45 PM |
| Clendening John S | President and CEO | May 16, 2019 | Sale | $32.00 | 5,000 | 160,000 | 688,752 | May 16, 2019, 05:45 PM |
| Palmer John David | Principal Accounting Officer | May 13, 2019 | Option Exercise | $15.90 | 3,302 | 52,502 | 10,620 | May 15, 2019, 04:51 PM |
| Palmer John David | Principal Accounting Officer | May 15, 2019 | Sale | $31.44 | 161 | 5,062 | 6,014 | May 15, 2019, 04:51 PM |
| Palmer John David | Principal Accounting Officer | May 13, 2019 | Sale | $31.64 | 4,445 | 140,640 | 6,175 | May 15, 2019, 04:51 PM |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | May 02, 2019 | Option Exercise | $21.70 | 3,000 | 65,100 | 45,531 | May 03, 2019, 04:45 PM |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | May 02, 2019 | Sale | $35.00 | 5,600 | 196,000 | 39,931 | May 03, 2019, 04:45 PM |
| Clendening John S | President and CEO | Apr 08, 2019 | Option Exercise | $34.50 | 68,149 | 2,351,141 | 715,502 | Apr 10, 2019, 07:47 AM |
| Clendening John S | President and CEO | Apr 08, 2019 | Option Exercise | $4.98 | 141,667 | 705,502 | 783,651 | Apr 10, 2019, 07:47 AM |
| Clendening John S | President and CEO | Apr 04, 2019 | Option Exercise | $34.70 | 27,873 | 967,193 | 641,984 | Apr 05, 2019, 04:18 PM |
| Mackay Todd C | Interim CEO HD Vest | Apr 01, 2019 | Option Exercise | $16.32 | 7,084 | 115,611 | 43,939 | Apr 03, 2019, 04:27 PM |
| Mackay Todd C | Interim CEO HD Vest | Apr 01, 2019 | Sale | $33.37 | 7,267 | 242,500 | 36,672 | Apr 03, 2019, 04:27 PM |
| Mackay Todd C | Interim CEO HD Vest | Mar 19, 2019 | Option Exercise | $16.32 | 8,855 | 144,514 | 45,939 | Mar 21, 2019, 04:17 PM |
| Mackay Todd C | Interim CEO HD Vest | Mar 19, 2019 | Sale | $32.50 | 9,084 | 295,230 | 36,855 | Mar 21, 2019, 04:17 PM |
| Athwal Davinder S | Chief Financial Officer | Feb 21, 2019 | Option Exercise | $26.85 | 2,649 | 71,126 | 46,281 | Feb 21, 2019, 06:14 PM |
| Palmer John David | Principal Accounting Officer | Feb 20, 2019 | Option Exercise | $27.48 | 456 | 12,531 | 7,157 | Feb 21, 2019, 06:11 PM |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | Feb 20, 2019 | Option Exercise | $27.48 | 2,322 | 63,809 | 42,531 | Feb 21, 2019, 06:09 PM |
| 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 |
| Clendening John S | President and CEO | Feb 20, 2019 | Option Exercise | $27.48 | 11,476 | 315,360 | 669,857 | Feb 21, 2019, 06:04 PM |
| 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 |
| 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 |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | Dec 19, 2018 | Option Exercise | $25.88 | 1,058 | 27,381 | 35,605 | Dec 21, 2018, 04:07 PM |
| Hogan Michael P | Pres. Tax-Smart Innovation | Nov 06, 2018 | Buy | $30.52 | 7,874 | 240,300 | 15,990 | Nov 07, 2018, 04:33 PM |
| Oros Robert D | CEO of H.D. Vest, Inc. | Nov 05, 2018 | Option Exercise | $15.60 | 5,445 | 84,942 | 48,590 | Nov 07, 2018, 04:30 PM |
| Oros Robert D | CEO of H.D. Vest, Inc. | Nov 05, 2018 | Sale | $30.31 | 6,075 | 184,146 | 42,515 | Nov 07, 2018, 04:30 PM |
| Stevenson Mathieu Frederic | Chief Marketing Officer | Oct 24, 2018 | Option Exercise | $31.21 | 1,826 | 56,989 | 39,020 | Oct 26, 2018, 04:52 PM |
| Stevenson Mathieu Frederic | Chief Marketing Officer | Oct 25, 2018 | Option Exercise | $11.85 | 16,786 | 198,914 | 55,806 | Oct 26, 2018, 04:52 PM |
| Stevenson Mathieu Frederic | Chief Marketing Officer | Oct 25, 2018 | Sale | $31.38 | 20,158 | 632,584 | 35,648 | Oct 26, 2018, 04:52 PM |
| Clendening John S | President and CEO | Oct 11, 2018 | Option Exercise | $4.98 | 34,000 | 169,320 | 666,799 | Oct 15, 2018, 04:40 PM |
| Clendening John S | President and CEO | Oct 12, 2018 | Option Exercise | $4.98 | 12,000 | 59,760 | 629,799 | Oct 15, 2018, 04:40 PM |
| Clendening John S | President and CEO | Oct 11, 2018 | Sale | $33.10 | 49,000 | 1,622,058 | 635,596 | Oct 15, 2018, 04:40 PM |
| Clendening John S | President and CEO | Oct 12, 2018 | Sale | $33.02 | 16,500 | 544,809 | 613,299 | Oct 15, 2018, 04:40 PM |
| Clendening John S | President and CEO | Oct 04, 2018 | Option Exercise | $37.03 | 85,765 | 3,175,556 | 692,432 | Oct 05, 2018, 04:41 PM |
| Clendening John S | President and CEO | Oct 04, 2018 | Option Exercise | $9.63 | 105,000 | 1,011,400 | 718,564 | Oct 05, 2018, 04:41 PM |
| Dunn Lance G | Director | Sep 28, 2018 | Option Exercise | $15.07 | 27,000 | 406,890 | 86,630 | Oct 02, 2018, 04:22 PM |
| Dunn Lance G | Director | Sep 28, 2018 | Sale | $38.25 | 27,000 | 1,032,750 | 59,630 | Oct 02, 2018, 04:22 PM |
| Oros Robert D | CEO of H.D. Vest, Inc. | Aug 28, 2018 | Option Exercise | $35.95 | 1,891 | 67,981 | 43,145 | Aug 30, 2018, 04:16 PM |
| Palmer John David | Principal Accounting Officer | Aug 23, 2018 | Option Exercise | $15.90 | 3,303 | 52,518 | 8,375 | Aug 24, 2018, 04:18 PM |
| Palmer John David | Principal Accounting Officer | Aug 23, 2018 | Sale | $36.00 | 3,753 | 135,108 | 4,622 | Aug 24, 2018, 04:18 PM |
| Palmer John David | Principal Accounting Officer | Aug 20, 2018 | Option Exercise | $35.20 | 114 | 4,013 | 5,072 | Aug 22, 2018, 04:50 PM |
| Walters Christopher William | Director | Aug 03, 2018 | Sale | $34.89 | 14,400 | 502,378 | 29,354 | Aug 06, 2018, 04:44 PM |
| Zappone Mary Slagle | Director | Aug 03, 2018 | Option Exercise | $16.01 | 10,118 | 161,989 | 46,442 | Aug 06, 2018, 04:40 PM |
| Zappone Mary Slagle | Director | Aug 03, 2018 | Sale | $35.49 | 10,118 | 359,128 | 36,324 | Aug 06, 2018, 04:40 PM |
| PROCTOR GEORGANNE | Director | Aug 03, 2018 | Sale | $35.31 | 3,000 | 105,915 | 13,476 | Aug 06, 2018, 04:35 PM |
| Gardner H. McIntyre | Director | Aug 03, 2018 | Sale | $35.70 | 2,300 | 82,110 | 14,717 | Aug 06, 2018, 04:32 PM |
| Oros Robert D | CEO of H.D. Vest, Inc. | Aug 06, 2018 | Option Exercise | $15.60 | 5,445 | 84,942 | 51,111 | Aug 06, 2018, 04:26 PM |
| Oros Robert D | CEO of H.D. Vest, Inc. | Aug 06, 2018 | Sale | $34.30 | 6,075 | 208,360 | 45,036 | Aug 06, 2018, 04:26 PM |
| Clendening John S | President and CEO | Jul 16, 2018 | Option Exercise | $4.98 | 34,000 | 169,320 | 672,564 | Jul 18, 2018, 04:33 PM |
| Clendening John S | President and CEO | Jul 17, 2018 | Option Exercise | $4.98 | 20,000 | 99,600 | 643,564 | Jul 18, 2018, 04:33 PM |
| Clendening John S | President and CEO | Jul 16, 2018 | Sale | $37.41 | 49,000 | 1,833,257 | 623,564 | Jul 18, 2018, 04:33 PM |
| Clendening John S | President and CEO | Jul 17, 2018 | Sale | $38.06 | 30,000 | 1,141,821 | 613,564 | Jul 18, 2018, 04:33 PM |
| Clendening John S | President and CEO | Jul 03, 2018 | Option Exercise | $37.80 | 5,035 | 190,323 | 638,564 | Jul 06, 2018, 05:02 PM |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | Jun 19, 2018 | Option Exercise | $39.35 | 14,377 | 565,735 | 38,671 | Jun 20, 2018, 04:33 PM |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | Jun 19, 2018 | Option Exercise | $21.70 | 17,203 | 373,305 | 51,040 | Jun 20, 2018, 04:33 PM |
| Clendening John S | President and CEO | May 17, 2018 | Option Exercise | $35.70 | 16,734 | 597,404 | 643,599 | May 18, 2018, 04:33 PM |
| Clendening John S | President and CEO | May 17, 2018 | Option Exercise | $4.98 | 35,000 | 174,300 | 660,333 | May 18, 2018, 04:33 PM |
| Palmer John David | Principal Accounting Officer | May 11, 2018 | Option Exercise | $15.90 | 6,604 | 105,004 | 11,698 | May 14, 2018, 04:59 PM |
| Palmer John David | Principal Accounting Officer | May 11, 2018 | Sale | $33.00 | 6,604 | 217,932 | 5,094 | May 14, 2018, 04:59 PM |
| Clendening John S | President and CEO | May 10, 2018 | Option Exercise | $32.90 | 34,377 | 1,131,003 | 625,333 | May 11, 2018, 05:20 PM |
| Clendening John S | President and CEO | May 10, 2018 | Option Exercise | $4.98 | 70,834 | 352,753 | 659,710 | May 11, 2018, 05:20 PM |
| Clendening John S | President and CEO | May 09, 2018 | Option Exercise | $4.98 | 25,916 | 129,062 | 624,392 | May 11, 2018, 05:20 PM |
| Clendening John S | President and CEO | May 09, 2018 | Sale | $29.06 | 35,516 | 1,032,134 | 623,176 | May 11, 2018, 05:20 PM |
| Oros Robert D | CEO of H.D. Vest, Inc. | May 08, 2018 | Option Exercise | $15.60 | 5,445 | 84,942 | 51,741 | May 10, 2018, 04:15 PM |
| Oros Robert D | CEO of H.D. Vest, Inc. | May 08, 2018 | Sale | $26.20 | 6,075 | 159,165 | 45,666 | May 10, 2018, 04:15 PM |
| Stevenson Mathieu Frederic | Chief Marketing Officer | Apr 24, 2018 | Option Exercise | $26.20 | 1,130 | 29,606 | 40,846 | Apr 26, 2018, 06:10 PM |
| Stevenson Mathieu Frederic | Chief Marketing Officer | Apr 25, 2018 | Option Exercise | $11.85 | 16,786 | 198,914 | 57,632 | Apr 26, 2018, 06:10 PM |
| Stevenson Mathieu Frederic | Chief Marketing Officer | Apr 25, 2018 | Sale | $25.85 | 16,786 | 433,866 | 40,846 | Apr 26, 2018, 06:10 PM |
| Clendening John S | President and CEO | Apr 18, 2018 | Option Exercise | $4.98 | 25,917 | 129,067 | 633,993 | Apr 20, 2018, 04:27 PM |
| Clendening John S | President and CEO | Apr 18, 2018 | Sale | $26.45 | 35,517 | 939,458 | 608,076 | Apr 20, 2018, 04:27 PM |
| Clendening John S | President and CEO | Apr 04, 2018 | Option Exercise | $24.35 | 27,872 | 678,683 | 608,076 | Apr 06, 2018, 04:17 PM |
| Clendening John S | President and CEO | Mar 12, 2018 | Option Exercise | $4.98 | 25,917 | 129,067 | 671,465 | Mar 14, 2018, 04:37 PM |
| Clendening John S | President and CEO | Mar 12, 2018 | Sale | $25.25 | 35,517 | 896,885 | 645,548 | Mar 14, 2018, 04:37 PM |
| Oros Robert D | CEO of H.D. Vest, Inc. | Feb 28, 2018 | Option Exercise | $23.30 | 2,341 | 54,545 | 46,296 | Mar 02, 2018, 04:13 PM |
| Palmer John David | Principal Accounting Officer | Feb 27, 2018 | Sale | $25.05 | 665 | 16,658 | 5,094 | Feb 28, 2018, 05:29 PM |
| Clendening John S | President and CEO | Feb 26, 2018 | Sale | $24.85 | 28,800 | 715,709 | 645,548 | Feb 28, 2018, 04:39 PM |
| Stevenson Mathieu Frederic | Chief Marketing Officer | Feb 20, 2018 | Option Exercise | $11.85 | 33,572 | 397,828 | 58,882 | Feb 22, 2018, 06:06 PM |
| Stevenson Mathieu Frederic | Chief Marketing Officer | Feb 20, 2018 | Sale | $24.03 | 33,572 | 806,587 | 25,310 | Feb 22, 2018, 06:06 PM |
| Clendening John S | President and CEO | Feb 22, 2018 | Option Exercise | $4.98 | 35,150 | 175,047 | 709,498 | Feb 22, 2018, 06:04 PM |
| Clendening John S | President and CEO | Feb 21, 2018 | Option Exercise | $4.98 | 42,600 | 212,148 | 716,948 | Feb 22, 2018, 06:04 PM |
| Clendening John S | President and CEO | Feb 22, 2018 | Sale | $24.46 | 35,150 | 859,716 | 674,348 | Feb 22, 2018, 06:04 PM |
| Clendening John S | President and CEO | Feb 21, 2018 | Sale | $24.23 | 42,600 | 1,032,121 | 674,348 | Feb 22, 2018, 06:04 PM |
| Palmer John David | Principal Accounting Officer | Feb 20, 2018 | Option Exercise | $24.00 | 279 | 6,696 | 2,551 | Feb 22, 2018, 05:00 PM |
| Baskaran Sanjay | President, TaxAct, Inc. | Jan 30, 2018 | Option Exercise | $24.00 | 4,243 | 101,832 | 45,590 | Jan 31, 2018, 06:40 PM |
| Clendening John S | President and CEO | Jan 05, 2018 | Option Exercise | $22.70 | 36,049 | 818,312 | 586,848 | Jan 05, 2018, 06:42 PM |
| Clendening John S | President and CEO | Jan 03, 2018 | Option Exercise | $22.75 | 7,270 | 165,393 | 552,064 | Jan 05, 2018, 06:42 PM |
| Clendening John S | President and CEO | Jan 05, 2018 | Option Exercise | $4.98 | 70,833 | 352,748 | 622,897 | Jan 05, 2018, 06:42 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | Oct 25, 2017 | Option Exercise | $24.90 | 7,079 | 176,267 | 113,022 | Oct 27, 2017, 04:48 PM |
| Stevenson Mathieu Frederic | Chief Marketing Officer | Oct 24, 2017 | Option Exercise | $25.30 | 2,538 | 64,211 | 25,310 | Oct 26, 2017, 04:17 PM |
| Clendening John S | President and CEO | Oct 04, 2017 | Option Exercise | $25.70 | 29,714 | 763,650 | 568,485 | Oct 06, 2017, 04:25 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | Jul 27, 2017 | Option Exercise | $23.75 | 52,276 | 1,241,555 | 120,101 | Jul 28, 2017, 04:17 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | Jul 27, 2017 | Option Exercise | $10.95 | 76,073 | 833,078 | 172,377 | Jul 28, 2017, 04:17 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | Jul 02, 2017 | Option Exercise | $21.20 | 3,793 | 80,412 | 96,304 | Jul 05, 2017, 06:05 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | Jun 19, 2017 | Option Exercise | $11.74 | 89,800 | 1,054,106 | 189,897 | Jun 21, 2017, 04:38 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | Jun 19, 2017 | Sale | $21.65 | 89,800 | 1,944,170 | 100,097 | Jun 21, 2017, 04:38 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | Jun 09, 2017 | Option Exercise | $13.94 | 79,230 | 1,104,327 | 179,327 | Jun 13, 2017, 04:28 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | Jun 09, 2017 | Sale | $21.25 | 79,230 | 1,683,638 | 100,097 | Jun 13, 2017, 04:28 PM |
| Clendening John S | President and CEO | Jun 07, 2017 | Option Exercise | $20.40 | 121,596 | 2,480,558 | 598,199 | Jun 09, 2017, 04:15 PM |
| Clendening John S | President and CEO | Jun 07, 2017 | Option Exercise | $4.98 | 216,667 | 1,079,002 | 719,795 | Jun 09, 2017, 04:15 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | May 31, 2017 | Option Exercise | $16.14 | 5,729 | 92,466 | 105,826 | Jun 01, 2017, 04:54 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | May 30, 2017 | Option Exercise | $16.14 | 53,760 | 867,686 | 160,457 | Jun 01, 2017, 04:54 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | Jun 01, 2017 | Option Exercise | $16.14 | 22,311 | 360,100 | 122,408 | Jun 01, 2017, 04:54 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | May 30, 2017 | Sale | $20.69 | 60,360 | 1,249,017 | 100,097 | Jun 01, 2017, 04:54 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | Jun 01, 2017 | Sale | $20.75 | 22,311 | 462,953 | 100,097 | Jun 01, 2017, 04:54 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | May 31, 2017 | Sale | $20.50 | 5,729 | 117,445 | 100,097 | Jun 01, 2017, 04:54 PM |
| Snyder Andrew Miles | Director | May 22, 2017 | Option Exercise | $12.22 | 13,100 | 160,101 | 57,010 | May 24, 2017, 04:39 PM |
| Snyder Andrew Miles | Director | May 23, 2017 | Option Exercise | $9.26 | 14,000 | 129,640 | 57,910 | May 24, 2017, 04:39 PM |
| Snyder Andrew Miles | Director | May 22, 2017 | Sale | $20.54 | 13,100 | 269,043 | 43,910 | May 24, 2017, 04:39 PM |
| Snyder Andrew Miles | Director | May 23, 2017 | Sale | $20.80 | 14,000 | 291,207 | 43,910 | May 24, 2017, 04:39 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | May 22, 2017 | Option Exercise | $9.81 | 60,000 | 588,600 | 176,177 | May 24, 2017, 04:28 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | May 22, 2017 | Sale | $20.52 | 69,480 | 1,426,070 | 106,697 | May 24, 2017, 04:28 PM |
| Snyder Andrew Miles | Director | May 16, 2017 | Option Exercise | $16.01 | 10,118 | 161,989 | 54,028 | May 17, 2017, 04:49 PM |
| Snyder Andrew Miles | Director | May 16, 2017 | Sale | $21.31 | 10,118 | 215,658 | 43,910 | May 17, 2017, 04:49 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | May 15, 2017 | Option Exercise | $8.51 | 125,000 | 1,063,750 | 253,740 | May 17, 2017, 04:33 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | May 15, 2017 | Sale | $21.02 | 137,563 | 2,892,083 | 116,177 | May 17, 2017, 04:33 PM |
| Snyder Andrew Miles | Director | May 12, 2017 | Option Exercise | $18.46 | 19,176 | 353,952 | 63,086 | May 16, 2017, 05:17 PM |
| Snyder Andrew Miles | Director | May 16, 2017 | Sale | $21.38 | 19,854 | 424,449 | 1,180,460 | May 16, 2017, 05:17 PM |
| Snyder Andrew Miles | Director | May 15, 2017 | Sale | $21.02 | 20,000 | 420,312 | 1,200,314 | May 16, 2017, 05:17 PM |
| Snyder Andrew Miles | Director | May 12, 2017 | Sale | $21.25 | 20,000 | 424,934 | 1,220,314 | May 16, 2017, 05:17 PM |
| Snyder Andrew Miles | Director | May 12, 2017 | Sale | $21.33 | 19,176 | 408,974 | 43,910 | May 16, 2017, 05:17 PM |
| Walters Christopher William | Director | May 15, 2017 | Sale | $21.02 | 1,866 | 39,220 | 30,541 | May 16, 2017, 04:34 PM |
| Snyder Andrew Miles | Director | May 10, 2017 | Sale | $21.13 | 20,000 | 422,574 | 1,260,314 | May 11, 2017, 05:00 PM |
| Snyder Andrew Miles | Director | May 09, 2017 | Sale | $20.67 | 20,000 | 413,476 | 1,280,314 | May 11, 2017, 05:00 PM |
| Snyder Andrew Miles | Director | May 11, 2017 | Sale | $21.46 | 20,000 | 429,284 | 1,240,314 | May 11, 2017, 05:00 PM |
| Walters Christopher William | Director | May 11, 2017 | Sale | $21.13 | 7,403 | 156,409 | 32,407 | May 11, 2017, 04:34 PM |
| HUEBNER ELIZABETH | Director | May 08, 2017 | Option Exercise | $8.74 | 11,100 | 97,014 | 57,760 | May 10, 2017, 04:37 PM |
| HUEBNER ELIZABETH | Director | May 08, 2017 | Sale | $20.78 | 11,100 | 230,645 | 46,660 | May 10, 2017, 04:37 PM |
| Finkelstein Mark A | Chief Legal & Admin Officer | May 04, 2017 | Option Exercise | $19.40 | 158,320 | 3,071,408 | 74,579 | May 08, 2017, 05:30 PM |
| Finkelstein Mark A | Chief Legal & Admin Officer | May 04, 2017 | Option Exercise | $13.63 | 196,075 | 2,671,788 | 174,631 | May 08, 2017, 05:30 PM |
| Finkelstein Mark A | Chief Legal & Admin Officer | May 08, 2017 | Sale | $20.46 | 57,029 | 1,166,744 | 72,079 | May 08, 2017, 05:30 PM |
| Snyder Andrew Miles | Director | May 08, 2017 | Sale | $20.64 | 20,000 | 412,750 | 1,300,314 | May 08, 2017, 05:16 PM |
| Snyder Andrew Miles | Director | May 05, 2017 | Sale | $20.10 | 20,000 | 402,074 | 1,320,314 | May 08, 2017, 05:16 PM |
| Snyder Andrew Miles | Director | May 04, 2017 | Sale | $18.94 | 20,000 | 378,840 | 1,340,314 | May 08, 2017, 05:16 PM |
| Snyder Andrew Miles | Director | May 01, 2017 | Sale | $18.84 | 16,195 | 305,120 | 1,390,314 | May 03, 2017, 05:08 PM |
| Snyder Andrew Miles | Director | May 03, 2017 | Sale | $18.88 | 15,000 | 283,218 | 1,360,314 | May 03, 2017, 05:08 PM |
| Snyder Andrew Miles | Director | May 02, 2017 | Sale | $18.82 | 15,000 | 282,239 | 1,375,314 | May 03, 2017, 05:08 PM |
| Snyder Andrew Miles | Director | Apr 28, 2017 | Sale | $18.44 | 15,000 | 276,546 | 1,406,509 | Apr 28, 2017, 05:18 PM |
| Snyder Andrew Miles | Director | Apr 27, 2017 | Sale | $18.18 | 15,000 | 272,767 | 1,421,509 | Apr 28, 2017, 05:18 PM |
| Snyder Andrew Miles | Director | Apr 26, 2017 | Sale | $18.09 | 15,000 | 271,385 | 1,436,509 | Apr 28, 2017, 05:18 PM |
| Snyder Andrew Miles | Director | Apr 25, 2017 | Sale | $17.92 | 15,000 | 268,775 | 1,451,509 | Apr 25, 2017, 05:28 PM |
| Snyder Andrew Miles | Director | Apr 24, 2017 | Sale | $17.76 | 15,000 | 266,442 | 1,466,509 | Apr 25, 2017, 05:28 PM |
| Snyder Andrew Miles | Director | Apr 21, 2017 | Sale | $17.33 | 15,000 | 259,968 | 1,481,509 | Apr 25, 2017, 05:28 PM |
| Snyder Andrew Miles | Director | Apr 20, 2017 | Sale | $17.29 | 15,000 | 259,299 | 1,496,509 | Apr 20, 2017, 04:47 PM |
| Snyder Andrew Miles | Director | Apr 19, 2017 | Sale | $17.21 | 15,000 | 258,078 | 1,511,509 | Apr 20, 2017, 04:47 PM |
| Snyder Andrew Miles | Director | Apr 18, 2017 | Sale | $16.86 | 12,500 | 210,700 | 1,526,509 | Apr 20, 2017, 04:47 PM |
| Snyder Andrew Miles | Director | Apr 17, 2017 | Sale | $17.02 | 15,000 | 255,372 | 1,539,009 | Apr 17, 2017, 04:57 PM |
| Snyder Andrew Miles | Director | Apr 13, 2017 | Sale | $17.08 | 15,000 | 256,215 | 1,554,009 | Apr 17, 2017, 04:57 PM |
| Snyder Andrew Miles | Director | Apr 11, 2017 | Sale | $17.05 | 15,000 | 255,780 | 1,582,709 | Apr 13, 2017, 05:30 PM |
| Snyder Andrew Miles | Director | Apr 12, 2017 | Sale | $16.98 | 13,700 | 232,559 | 1,569,009 | Apr 13, 2017, 05:30 PM |
| Snyder Andrew Miles | Director | Apr 10, 2017 | Sale | $17.13 | 12,500 | 214,105 | 1,597,709 | Apr 10, 2017, 05:17 PM |
| Snyder Andrew Miles | Director | Apr 07, 2017 | Sale | $17.27 | 15,000 | 259,108 | 1,610,209 | Apr 10, 2017, 05:17 PM |
| Snyder Andrew Miles | Director | Apr 06, 2017 | Sale | $17.41 | 15,000 | 261,217 | 1,625,209 | Apr 10, 2017, 05:17 PM |
| Snyder Andrew Miles | Director | Apr 03, 2017 | Sale | $17.32 | 15,000 | 259,725 | 1,666,009 | Apr 05, 2017, 05:04 PM |
| Snyder Andrew Miles | Director | Apr 05, 2017 | Sale | $17.51 | 15,000 | 262,625 | 1,640,209 | Apr 05, 2017, 05:04 PM |
| Snyder Andrew Miles | Director | Apr 04, 2017 | Sale | $17.38 | 10,800 | 187,695 | 1,655,209 | Apr 05, 2017, 05:04 PM |
| Clendening John S | President and CEO | Apr 04, 2017 | Option Exercise | $17.30 | 52,025 | 900,032 | 503,128 | Apr 04, 2017, 06:05 PM |
| Snyder Andrew Miles | Director | Mar 31, 2017 | Sale | $17.44 | 13,320 | 232,358 | 1,681,009 | Mar 31, 2017, 04:50 PM |
| Snyder Andrew Miles | Director | Mar 30, 2017 | Sale | $17.50 | 13,000 | 227,549 | 1,694,329 | Mar 31, 2017, 04:50 PM |
| Snyder Andrew Miles | Director | Mar 29, 2017 | Sale | $17.65 | 10,000 | 176,488 | 1,707,329 | Mar 31, 2017, 04:50 PM |
| Snyder Andrew Miles | Director | Mar 28, 2017 | Sale | $17.49 | 10,000 | 174,915 | 1,717,329 | Mar 29, 2017, 05:30 PM |
| Snyder Andrew Miles | Director | Mar 27, 2017 | Sale | $17.57 | 10,000 | 175,668 | 1,727,329 | Mar 29, 2017, 05:30 PM |
| Snyder Andrew Miles | Director | Mar 24, 2017 | Sale | $17.55 | 10,000 | 175,545 | 1,737,329 | Mar 24, 2017, 07:09 PM |
| Snyder Andrew Miles | Director | Mar 23, 2017 | Sale | $17.34 | 10,000 | 173,383 | 1,747,329 | Mar 24, 2017, 07:09 PM |
| Snyder Andrew Miles | Director | Mar 22, 2017 | Sale | $16.69 | 10,000 | 166,869 | 1,757,329 | Mar 22, 2017, 05:01 PM |
| Snyder Andrew Miles | Director | Mar 21, 2017 | Sale | $16.53 | 10,000 | 165,287 | 1,767,329 | Mar 22, 2017, 05:01 PM |
| Snyder Andrew Miles | Director | Mar 20, 2017 | Sale | $16.09 | 10,000 | 160,908 | 1,777,329 | Mar 22, 2017, 05:01 PM |
| Snyder Andrew Miles | Director | Mar 16, 2017 | Sale | $16.16 | 10,000 | 161,608 | 1,797,329 | Mar 17, 2017, 06:54 PM |
| Snyder Andrew Miles | Director | Mar 17, 2017 | Sale | $16.06 | 10,000 | 160,573 | 1,787,329 | Mar 17, 2017, 06:54 PM |
| Snyder Andrew Miles | Director | Mar 15, 2017 | Sale | $16.18 | 10,000 | 161,780 | 1,807,329 | Mar 15, 2017, 05:27 PM |
| Snyder Andrew Miles | Director | Mar 14, 2017 | Sale | $16.02 | 10,000 | 160,195 | 1,817,329 | Mar 15, 2017, 05:27 PM |
| Snyder Andrew Miles | Director | Mar 13, 2017 | Sale | $16.29 | 10,000 | 162,891 | 1,827,329 | Mar 15, 2017, 05:27 PM |
| Snyder Andrew Miles | Director | Mar 10, 2017 | Sale | $16.31 | 10,000 | 163,071 | 1,837,329 | Mar 10, 2017, 06:22 PM |
| Snyder Andrew Miles | Director | Mar 09, 2017 | Sale | $16.10 | 10,000 | 161,025 | 1,847,329 | Mar 10, 2017, 06:22 PM |
| Snyder Andrew Miles | Director | Mar 07, 2017 | Sale | $16.17 | 10,000 | 161,678 | 1,867,329 | Mar 08, 2017, 05:08 PM |
| Snyder Andrew Miles | Director | Mar 06, 2017 | Sale | $16.03 | 10,000 | 160,315 | 1,877,329 | Mar 08, 2017, 05:08 PM |
| Snyder Andrew Miles | Director | Mar 08, 2017 | Sale | $16.22 | 10,000 | 162,211 | 1,857,329 | Mar 08, 2017, 05:08 PM |
| Snyder Andrew Miles | Director | Mar 03, 2017 | Sale | $16.00 | 10,000 | 159,954 | 1,887,329 | Mar 03, 2017, 05:24 PM |
| Snyder Andrew Miles | Director | Mar 02, 2017 | Sale | $16.44 | 10,000 | 164,433 | 1,897,329 | Mar 03, 2017, 05:24 PM |
| Snyder Andrew Miles | Director | Mar 01, 2017 | Sale | $16.13 | 10,000 | 161,308 | 1,907,329 | Mar 03, 2017, 05:24 PM |
| Snyder Andrew Miles | Director | Feb 27, 2017 | Sale | $15.75 | 3,131 | 49,313 | 1,917,329 | Mar 01, 2017, 05:28 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | Feb 22, 2017 | Option Exercise | $15.80 | 19,230 | 303,834 | 128,740 | Feb 24, 2017, 05:16 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | Feb 22, 2017 | Option Exercise | $10.78 | 25,000 | 269,500 | 147,970 | Feb 24, 2017, 05:16 PM |
| Snyder Andrew Miles | Director | Feb 21, 2017 | Sale | $15.85 | 10,000 | 158,535 | 1,920,460 | Feb 23, 2017, 06:13 PM |
| Finkelstein Mark A | Chief Legal & Admin Officer | Jan 02, 2017 | Option Exercise | $14.75 | 2,329 | 34,353 | 37,691 | Jan 04, 2017, 07:06 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | Jan 02, 2017 | Option Exercise | $14.75 | 4,910 | 72,423 | 122,970 | Jan 04, 2017, 07:04 PM |
| Luthi Bernard W | President of Monoprice | Nov 17, 2016 | Option Exercise | $14.25 | 4,619 | 65,821 | 17,957 | Nov 21, 2016, 04:24 PM |
| Clendening John S | President and CEO | Apr 04, 2016 | Option Exercise | $4.98 | 21,626 | 107,697 | 478,374 | Nov 21, 2016, 04:22 PM |
| Kintzel JoAnn | President, TaxAct, Inc. | Nov 07, 2016 | Sale | $13.50 | 2,669 | 36,032 | 93,725 | Nov 09, 2016, 06:25 PM |
| Finkelstein Mark A | Chief Legal & Admin Officer | Sep 30, 2016 | Option Exercise | $11.20 | 897 | 10,046 | 40,020 | Oct 04, 2016, 05:16 PM |
| Mansour Peter | President, Infospace LLC | Aug 09, 2016 | Option Exercise | $10.97 | 22,758 | 249,655 | 62,298 | Aug 11, 2016, 05:23 PM |
| Luthi Bernard W | President of Monoprice | Jul 14, 2016 | Option Exercise | $12.29 | 862 | 10,594 | 22,576 | Jul 15, 2016, 05:14 PM |
| Kintzel JoAnn | President, TaxAct, Inc. | Jul 02, 2016 | Option Exercise | $10.70 | 1,770 | 18,939 | 99,932 | Jul 06, 2016, 05:33 PM |
| Kintzel JoAnn | President, TaxAct, Inc. | Jul 05, 2016 | Sale | $10.54 | 3,538 | 37,285 | 96,394 | Jul 06, 2016, 05:33 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | Jul 02, 2016 | Option Exercise | $10.70 | 1,293 | 13,835 | 111,003 | Jul 06, 2016, 05:31 PM |
| Luthi Bernard W | President of Monoprice | Jul 02, 2016 | Option Exercise | $10.70 | 966 | 10,336 | 23,438 | Jul 06, 2016, 05:29 PM |
| Clark-Bolt Brett Jefferson | EVP of HR | Jul 02, 2016 | Option Exercise | $10.70 | 348 | 3,724 | 12,710 | Jul 06, 2016, 05:24 PM |
| Kintzel JoAnn | President, TaxAct, Inc. | Jun 23, 2016 | Sale | $9.50 | 6,431 | 61,095 | 101,702 | Jun 24, 2016, 05:45 PM |
| CUNNINGHAM JOHN E IV | Director | May 31, 2016 | Option Exercise | $8.98 | 7,500 | 67,350 | 63,453 | Jun 02, 2016, 03:42 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | May 04, 2016 | Option Exercise | $8.74 | 45,344 | 396,307 | 112,296 | May 06, 2016, 05:39 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | May 04, 2016 | Option Exercise | $7.10 | 52,500 | 372,750 | 157,640 | May 06, 2016, 05:39 PM |
| Finkelstein Mark A | Chief Legal & Admin Officer | Mar 31, 2016 | Option Exercise | $5.16 | 880 | 4,541 | 40,917 | Apr 04, 2016, 05:51 PM |
| Ruckelshaus William J | President and CEO | Mar 31, 2016 | Option Exercise | $5.16 | 9,445 | 48,736 | 191,550 | Apr 04, 2016, 05:41 PM |
| Clark-Bolt Brett Jefferson | EVP of HR | Feb 23, 2016 | Option Exercise | $6.02 | 626 | 3,769 | 13,058 | Feb 25, 2016, 04:35 PM |
| Kintzel JoAnn | President, TaxAct, Inc. | Feb 04, 2016 | Option Exercise | $8.55 | 4,992 | 42,682 | 108,133 | Feb 08, 2016, 04:54 PM |
| Luthi Bernard W | President of Monoprice | Jan 14, 2016 | Option Exercise | $8.55 | 1,004 | 8,584 | 24,404 | Jan 15, 2016, 01:45 PM |
| Ruckelshaus William J | President and CEO | Jan 02, 2016 | Option Exercise | $9.80 | 7,612 | 74,598 | 202,236 | Jan 05, 2016, 08:23 PM |
| Kintzel JoAnn | President, TaxAct, Inc. | Jan 02, 2016 | Option Exercise | $9.80 | 4,051 | 39,700 | 44,159 | Jan 05, 2016, 08:21 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | Jan 02, 2016 | Option Exercise | $9.80 | 3,015 | 29,547 | 72,553 | Jan 05, 2016, 08:20 PM |
| Luthi Bernard W | President of Monoprice | Jan 02, 2016 | Option Exercise | $9.80 | 2,250 | 22,050 | 25,408 | Jan 05, 2016, 08:18 PM |
| Mansour Peter | President, Infospace LLC | Nov 18, 2015 | Sale | $10.49 | 3,813 | 39,998 | 85,056 | Nov 20, 2015, 06:19 PM |
| Ruckelshaus William J | President and CEO | Nov 11, 2015 | Buy | $10.36 | 7,230 | 74,903 | 205,009 | Nov 12, 2015, 06:53 PM |
| Dunn Lance G | Director | Nov 10, 2015 | Buy | $10.08 | 10,000 | 100,800 | 38,699 | Nov 12, 2015, 06:47 PM |
| HUEBNER ELIZABETH | Director | Nov 10, 2015 | Buy | $10.08 | 5,000 | 50,400 | 34,942 | Nov 12, 2015, 06:44 PM |
| Walters Christopher William | Director | Nov 10, 2015 | Buy | $10.25 | 10,400 | 106,600 | 28,092 | Nov 12, 2015, 06:39 PM |
| Snyder Andrew Miles | Director | Nov 11, 2015 | Buy | $10.32 | 32,268 | 333,006 | 1,930,460 | Nov 12, 2015, 06:33 PM |
| Snyder Andrew Miles | Director | Nov 10, 2015 | Buy | $10.21 | 194,000 | 1,980,740 | 1,898,192 | Nov 12, 2015, 06:33 PM |
| Hooper Steve | Director | Nov 09, 2015 | Option Exercise | $8.80 | 2,500 | 22,000 | 38,192 | Nov 12, 2015, 06:28 PM |
| Finkelstein Mark A | Chief Legal & Admin Officer | Nov 09, 2015 | Buy | $10.17 | 2,500 | 25,425 | 20,391 | Nov 12, 2015, 06:24 PM |
| Chung David H S | Director | Nov 09, 2015 | Buy | $10.14 | 10,000 | 101,400 | 39,192 | Nov 12, 2015, 06:20 PM |
| Mansour Peter | President, Infospace LLC | Oct 06, 2015 | Option Exercise | $14.14 | 8,914 | 126,044 | 88,869 | Oct 08, 2015, 01:00 PM |
| Finkelstein Mark A | Chief Legal & Admin Officer | Sep 30, 2015 | Option Exercise | $13.77 | 1,794 | 24,703 | 17,891 | Oct 02, 2015, 03:26 PM |
| Luthi Bernard W | President of Monoprice | Jul 14, 2015 | Option Exercise | $16.18 | 1,723 | 27,878 | 27,658 | Jul 15, 2015, 08:21 PM |
| Allen George | Exec. VP-Corporate Development | Jul 02, 2015 | Option Exercise | $15.84 | 1,621 | 25,677 | 22,668 | Jul 07, 2015, 08:05 PM |
| Kintzel JoAnn | President, TaxAct, Inc. | Jul 02, 2015 | Option Exercise | $15.84 | 710 | 11,246 | 45,347 | Jul 07, 2015, 08:01 PM |
| Kintzel JoAnn | President, TaxAct, Inc. | Jul 06, 2015 | Sale | $15.80 | 225 | 3,555 | 44,545 | Jul 07, 2015, 08:01 PM |
| Kintzel JoAnn | President, TaxAct, Inc. | Jul 02, 2015 | Sale | $15.91 | 200 | 3,182 | 44,770 | Jul 07, 2015, 08:01 PM |
| Kintzel JoAnn | President, TaxAct, Inc. | Apr 01, 2015 | Sale | $13.63 | 1,389 | 18,932 | 45,680 | Jul 07, 2015, 07:57 PM |
| Kintzel JoAnn | President, TaxAct, Inc. | Jan 31, 2015 | Option Exercise | $13.52 | 1,277 | 17,265 | 47,069 | Jul 07, 2015, 07:45 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | Jul 02, 2015 | Option Exercise | $15.84 | 787 | 12,466 | 77,460 | Jul 07, 2015, 07:38 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | Jul 02, 2015 | Sale | $15.76 | 4,050 | 63,828 | 72,987 | Jul 07, 2015, 07:38 PM |
| Ruckelshaus William J | President and CEO | Jul 02, 2015 | Option Exercise | $15.84 | 3,253 | 51,528 | 198,707 | Jul 07, 2015, 07:29 PM |
| Ruckelshaus William J | President and CEO | Jun 15, 2015 | Option Exercise | $16.40 | 1,822 | 29,881 | 201,032 | Jun 16, 2015, 08:05 PM |
| Garnett Nathan | Gen Counsel & Secretary | May 07, 2015 | Option Exercise | $16.30 | 237 | 3,863 | 23,697 | May 11, 2015, 05:10 PM |
| Allen George | Exec. VP-Corporate Development | May 01, 2015 | Option Exercise | $8.70 | 10,000 | 87,000 | 33,900 | May 05, 2015, 06:59 PM |
| Allen George | Exec. VP-Corporate Development | May 01, 2015 | Sale | $15.24 | 10,000 | 152,450 | 28,900 | May 05, 2015, 06:59 PM |
| Allen George | Exec. VP-Corporate Development | Apr 02, 2015 | Option Exercise | $8.70 | 10,000 | 87,000 | 33,900 | Apr 06, 2015, 02:50 PM |
| Allen George | Exec. VP-Corporate Development | Apr 02, 2015 | Sale | $14.00 | 10,000 | 140,000 | 23,900 | Apr 06, 2015, 02:50 PM |
| CUNNINGHAM JOHN E IV | Director | Apr 02, 2015 | Option Exercise | $9.64 | 7,500 | 72,300 | 39,085 | Apr 06, 2015, 02:48 PM |
| CUNNINGHAM JOHN E IV | Director | Apr 02, 2015 | Sale | $14.00 | 7,500 | 105,000 | 31,585 | Apr 06, 2015, 02:48 PM |
| Ruckelshaus William J | President and CEO | Apr 02, 2015 | Option Exercise | $9.64 | 7,500 | 72,300 | 210,354 | Apr 06, 2015, 02:35 PM |
| Ruckelshaus William J | President and CEO | Apr 02, 2015 | Sale | $14.00 | 7,500 | 105,000 | 202,854 | Apr 06, 2015, 02:35 PM |
| Kintzel JoAnn | President, TaxAct, Inc. | Apr 01, 2015 | Sale | $13.63 | 1,389 | 18,932 | 44,403 | Apr 03, 2015, 06:18 PM |
| Garnett Nathan | Gen Counsel & Secretary | Apr 01, 2015 | Option Exercise | $13.92 | 126 | 1,754 | 23,981 | Apr 03, 2015, 06:09 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | Feb 20, 2015 | Option Exercise | $10.19 | 32,000 | 326,080 | 109,824 | Feb 24, 2015, 05:11 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | Feb 20, 2015 | Sale | $13.26 | 32,000 | 424,320 | 77,824 | Feb 24, 2015, 05:11 PM |
| Garnett Nathan | Gen Counsel & Secretary | Feb 17, 2015 | Option Exercise | $13.24 | 348 | 4,608 | 24,060 | Feb 18, 2015, 11:46 AM |
| Ruckelshaus William J | President and CEO | Jan 02, 2015 | Option Exercise | $13.51 | 4,596 | 62,092 | 163,041 | Jan 06, 2015, 04:16 PM |
| Kintzel JoAnn | President, TaxAct, Inc. | Jan 02, 2015 | Option Exercise | $13.51 | 1,260 | 17,023 | 23,553 | Jan 06, 2015, 04:15 PM |
| Allen George | Exec. VP-Corporate Development | Jan 02, 2015 | Option Exercise | $13.51 | 2,299 | 31,059 | 25,309 | Jan 06, 2015, 04:14 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | Jan 02, 2015 | Option Exercise | $13.51 | 1,446 | 19,535 | 59,177 | Jan 06, 2015, 04:12 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | Jan 05, 2015 | Option Exercise | $10.19 | 15,000 | 152,850 | 73,742 | Jan 06, 2015, 04:12 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | Jan 05, 2015 | Sale | $13.42 | 15,000 | 201,300 | 58,742 | Jan 06, 2015, 04:12 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | Dec 17, 2014 | Option Exercise | $10.19 | 20,000 | 203,800 | 80,188 | Dec 19, 2014, 04:03 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | Dec 17, 2014 | Sale | $13.15 | 20,000 | 263,000 | 60,188 | Dec 19, 2014, 04:03 PM |
| Ruckelshaus William J | President and CEO | Dec 15, 2014 | Option Exercise | $13.12 | 2,797 | 36,697 | 165,816 | Dec 16, 2014, 06:52 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | Nov 17, 2014 | Option Exercise | $14.23 | 1,139 | 16,208 | 60,188 | Nov 19, 2014, 04:32 PM |
| Garnett Nathan | Gen Counsel & Secretary | Nov 07, 2014 | Option Exercise | $14.79 | 246 | 3,638 | 17,007 | Nov 10, 2014, 06:00 PM |
| Garnett Nathan | Gen Counsel & Secretary | Oct 01, 2014 | Option Exercise | $15.17 | 39 | 592 | 17,253 | Oct 01, 2014, 08:38 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | Aug 19, 2014 | Option Exercise | $15.59 | 911 | 14,202 | 61,327 | Aug 21, 2014, 05:38 PM |
| Ruckelshaus William J | President and CEO | Aug 20, 2014 | Buy | $15.59 | 2,100 | 32,739 | 168,613 | Aug 21, 2014, 05:37 PM |
| Garnett Nathan | Acting Gen Counsel & Secretary | Aug 17, 2014 | Option Exercise | $15.54 | 291 | 4,522 | 16,066 | Aug 19, 2014, 02:13 PM |
| Kintzel JoAnn | President of TaxAct | Jul 31, 2014 | Option Exercise | $17.07 | 1,111 | 18,965 | 24,427 | Aug 01, 2014, 04:57 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | Jul 01, 2014 | Option Exercise | $10.19 | 8,000 | 81,520 | 73,602 | Jul 07, 2014, 02:56 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | Jul 02, 2014 | Option Exercise | $18.76 | 364 | 6,829 | 62,238 | Jul 03, 2014, 05:30 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | Jul 01, 2014 | Option Exercise | $19.00 | 8,000 | 152,000 | 73,602 | Jul 03, 2014, 05:30 PM |
| EMANS ERIC MICHAEL | Chief Financial Officer | Jul 01, 2014 | Sale | $19.00 | 11,000 | 209,000 | 65,602 | Jul 03, 2014, 05:30 PM |
| Kintzel JoAnn | President of TaxAct | Jul 02, 2014 | Option Exercise | $18.76 | 333 | 6,247 | 25,403 | Jul 03, 2014, 02:50 PM |
| SCHOEMAKER LINDA A | General Counsel and Secretary | Jul 02, 2014 | Option Exercise | $18.76 | 228 | 4,277 | 21,956 | Jul 03, 2014, 02:50 PM |
| Allen George | Exec. VP-Corporate Development | Jul 02, 2014 | Option Exercise | $18.76 | 1,232 | 23,112 | 25,874 | Jul 03, 2014, 02:50 PM |
| Ruckelshaus William J | President and CEO | Jul 02, 2014 | Option Exercise | $18.76 | 3,566 | 66,898 | 166,513 | Jul 03, 2014, 02:49 PM |
| Kumar Ajay | President of Monoprice | Jun 30, 2014 | Option Exercise | $18.87 | 627 | 11,831 | 60,217 | Jul 01, 2014, 01:20 PM |
| Ruckelshaus William J | President and CEO | Jun 15, 2014 | Option Exercise | $18.96 | 10,638 | 201,696 | 170,079 | Jun 17, 2014, 04:26 PM |
| Kintzel JoAnn | President of TaxAct | May 28, 2014 | Option Exercise | $12.31 | 13,300 | 163,723 | 40,136 | May 30, 2014, 02:47 PM |
| Kintzel JoAnn | President of TaxAct | May 28, 2014 | Sale | $20.00 | 14,400 | 288,000 | 26,836 | May 30, 2014, 02:47 PM |
| Hooper Steve | Director | May 22, 2014 | Option Exercise | $8.80 | 2,500 | 22,000 | 29,134 | May 27, 2014, 10:37 AM |
| EMANS ERIC MICHAEL | Chief Financial Officer | May 17, 2014 | Option Exercise | $18.52 | 1,139 | 21,094 | 65,602 | May 19, 2014, 05:56 PM |
| Chung David H S | Director | May 07, 2014 | Buy | $17.15 | 3,000 | 51,450 | 17,250 | May 08, 2014, 02:35 PM |
| Chung David H S | Director | May 06, 2014 | Buy | $17.65 | 3,000 | 52,950 | 14,250 | May 08, 2014, 02:35 PM |
| SCHOEMAKER LINDA A | General Counsel and Secretary | May 07, 2014 | Option Exercise | $17.07 | 911 | 15,551 | 22,184 | May 08, 2014, 02:35 PM |
| Glover Michael John Boyd | President of InfoSpace LLC | Apr 07, 2014 | Sale | $18.34 | 10,444 | 191,543 | 41,710 | Apr 09, 2014, 09:14 AM |
| Glover Michael John Boyd | VP, Distribution & Bus. Dev. | Apr 01, 2014 | Option Exercise | $19.29 | 3,931 | 75,829 | 52,154 | Apr 03, 2014, 11:30 AM |
| EMANS ERIC MICHAEL | Chief Financial Officer | Apr 01, 2014 | Option Exercise | $19.29 | 1,572 | 30,324 | 70,841 | Apr 03, 2014, 11:29 AM |
| EMANS ERIC MICHAEL | Chief Financial Officer | Apr 01, 2014 | Sale | $19.78 | 4,100 | 81,098 | 66,741 | Apr 03, 2014, 11:29 AM |
| Glover Michael John Boyd | VP, Distribution & Bus. Dev. | Mar 15, 2014 | Option Exercise | $19.53 | 2,734 | 53,395 | 56,085 | Mar 18, 2014, 04:37 PM |
| Glover Michael John Boyd | VP, Distribution & Bus. Dev. | Feb 28, 2014 | Option Exercise | $19.24 | 455 | 8,754 | 58,819 | Mar 04, 2014, 04:32 PM |
| Kumar Ajay | President of Monoprice | Feb 06, 2014 | Option Exercise | $24.34 | 2,851 | 69,393 | 60,844 | Feb 10, 2014, 05:17 PM |
| Kintzel JoAnn | President of TaxAct | Jan 31, 2014 | Option Exercise | $25.61 | 1,158 | 29,656 | 26,836 | Feb 03, 2014, 05:45 PM |
| Kintzel JoAnn | President of TaxACT | Jan 02, 2014 | Option Exercise | $28.73 | 773 | 22,208 | 21,095 | Jan 03, 2014, 05:54 PM |
| Ruckelshaus William J | President and CEO | Jan 02, 2014 | Option Exercise | $28.73 | 4,839 | 139,024 | 159,189 | Jan 03, 2014, 05:52 PM |
| Allen George | Exec. VP-Corporate Development | Jan 02, 2014 | Option Exercise | $28.73 | 2,656 | 76,307 | 19,998 | Jan 03, 2014, 05:52 PM |
| Allen George | Exec. VP-Corporate Development | Jan 02, 2014 | Option Exercise | $8.70 | 7,000 | 60,900 | 29,654 | Jan 03, 2014, 05:52 PM |
| Allen George | Exec. VP-Corporate Development | Jan 02, 2014 | Sale | $28.49 | 7,000 | 199,430 | 22,654 | Jan 03, 2014, 05:52 PM |
| EMANS ERIC MICHAEL | CFO and Treasurer | Jan 02, 2014 | Option Exercise | $28.73 | 870 | 24,995 | 63,120 | Jan 03, 2014, 05:51 PM |
| EMANS ERIC MICHAEL | CFO and Treasurer | Jan 02, 2014 | Sale | $28.65 | 1,800 | 51,570 | 63,990 | Jan 03, 2014, 05:51 PM |
| SCHOEMAKER LINDA A | General Counsel & Secretary | Jan 02, 2014 | Option Exercise | $28.73 | 544 | 15,629 | 22,946 | Jan 03, 2014, 05:49 PM |
| Allen George | Exec. VP-Corporate Development | Dec 26, 2013 | Option Exercise | $8.70 | 20,000 | 174,000 | 42,654 | Dec 30, 2013, 05:09 PM |
| Allen George | Exec. VP-Corporate Development | Dec 26, 2013 | Sale | $28.98 | 20,000 | 579,600 | 22,654 | Dec 30, 2013, 05:09 PM |
| Ruckelshaus William J | President and CEO | Dec 15, 2013 | Option Exercise | $28.35 | 2,797 | 79,295 | 164,028 | Dec 16, 2013, 04:31 PM |
| Snyder Andrew Miles | Director | Nov 20, 2013 | Sale | $28.50 | 1,006,093 | 28,673,651 | 964,192 | Nov 21, 2013, 05:05 PM |
| Snyder Andrew Miles | Director | Nov 21, 2013 | Option Exercise | $9.62 | 60,000 | 577,200 | 60,000 | Nov 21, 2013, 05:05 PM |
| Snyder Andrew Miles | Director | Nov 21, 2013 | Option Exercise | $9.62 | 940,000 | 9,042,800 | 1,904,192 | Nov 21, 2013, 05:05 PM |
| EMANS ERIC MICHAEL | CFO and Treasurer | Nov 17, 2013 | Option Exercise | $29.82 | 1,139 | 33,965 | 68,790 | Nov 19, 2013, 06:07 PM |
| EMANS ERIC MICHAEL | CFO and Treasurer | Nov 18, 2013 | Sale | $29.58 | 3,000 | 88,740 | 65,790 | Nov 19, 2013, 06:07 PM |
| SCHOEMAKER LINDA A | General Counsel & Secretary | Nov 07, 2013 | Option Exercise | $28.37 | 911 | 25,845 | 25,290 | Nov 08, 2013, 08:50 PM |
| Glover Michael John Boyd | President of InfoSpace | Aug 31, 2013 | Option Exercise | $20.02 | 455 | 9,109 | 53,009 | Sep 03, 2013, 07:33 PM |
| EMANS ERIC MICHAEL | CFO and Treasurer | Aug 19, 2013 | Option Exercise | $19.91 | 911 | 18,138 | 69,929 | Aug 21, 2013, 04:12 PM |
| EMANS ERIC MICHAEL | CFO and Treasurer | Aug 19, 2013 | Sale | $19.99 | 2,400 | 47,976 | 70,840 | Aug 21, 2013, 04:12 PM |
| CUNNINGHAM JOHN E IV | Director | Aug 08, 2013 | Sale | $21.05 | 8,500 | 178,925 | 24,407 | Aug 09, 2013, 05:02 PM |
| Kintzel JoAnn | President of TaxACT | Jul 31, 2013 | Option Exercise | $20.00 | 1,111 | 22,220 | 21,868 | Aug 02, 2013, 10:09 AM |
| Ruckelshaus William J | President and CEO | Jun 15, 2013 | Option Exercise | $18.36 | 10,834 | 198,912 | 166,825 | Jun 18, 2013, 04:51 PM |
| EMANS ERIC MICHAEL | CFO and Treasurer | May 17, 2013 | Option Exercise | $18.10 | 1,139 | 20,616 | 73,240 | May 17, 2013, 07:30 PM |
| SCHOEMAKER LINDA A | General Counsel & Secretary | May 07, 2013 | Option Exercise | $17.72 | 896 | 15,877 | 25,767 | May 09, 2013, 01:08 PM |
| Glover Michael John Boyd | President of InfoSpace | Apr 16, 2013 | Sale | $14.74 | 57,136 | 842,185 | 53,464 | Apr 16, 2013, 08:43 PM |
| Glover Michael John Boyd | VP, Distribution & Bus. Dev. | Apr 08, 2013 | Sale | $15.17 | 10,573 | 160,392 | 110,600 | Apr 08, 2013, 05:08 PM |
| EMANS ERIC MICHAEL | CFO and Treasurer | Apr 01, 2013 | Option Exercise | $15.48 | 1,572 | 24,335 | 74,379 | Apr 02, 2013, 05:04 PM |
| EMANS ERIC MICHAEL | CFO and Treasurer | Mar 29, 2013 | Option Exercise | $15.48 | 1,367 | 21,161 | 75,951 | Apr 02, 2013, 05:04 PM |
| Glover Michael John Boyd | VP, Distribution & Bus. Dev. | Apr 01, 2013 | Option Exercise | $15.48 | 3,931 | 60,852 | 121,173 | Apr 02, 2013, 04:58 PM |
| Glover Michael John Boyd | VP, Distribution & Bus. Dev. | Mar 29, 2013 | Option Exercise | $15.48 | 3,282 | 50,805 | 125,104 | Apr 02, 2013, 04:58 PM |
| Glover Michael John Boyd | VP, Distribution & Bus. Dev. | Feb 28, 2013 | Option Exercise | $15.50 | 911 | 14,121 | 98,386 | Mar 01, 2013, 04:25 PM |
| Kintzel JoAnn | President of 2nd Story | Feb 20, 2013 | Sale | $15.95 | 1,000 | 15,950 | 22,861 | Feb 22, 2013, 04:24 PM |
| Kintzel JoAnn | President of 2nd Story | Jan 31, 2013 | Option Exercise | $14.86 | 2,569 | 38,175 | 23,861 | Feb 01, 2013, 05:14 PM |
| EMANS ERIC MICHAEL | CFO and Treasurer | Nov 17, 2012 | Option Exercise | $15.02 | 2,204 | 33,104 | 69,318 | Nov 20, 2012, 05:45 PM |
| SCHOEMAKER LINDA A | General Counsel & Secretary | Nov 07, 2012 | Option Exercise | $15.55 | 1,763 | 27,415 | 24,758 | Nov 08, 2012, 07:30 PM |
| VOELKER JAMES | Director | Nov 06, 2012 | Option Exercise | $9.20 | 69,191 | 636,557 | 78,191 | Nov 07, 2012, 02:53 PM |
| VOELKER JAMES | Director | Nov 06, 2012 | Sale | $15.49 | 69,191 | 1,071,769 | 9,000 | Nov 07, 2012, 02:53 PM |
| VOELKER JAMES | Director | Oct 05, 2012 | Option Exercise | $9.20 | 33,000 | 303,600 | 42,000 | Oct 09, 2012, 11:18 AM |
| VOELKER JAMES | Director | Oct 04, 2012 | Option Exercise | $9.20 | 21,187 | 194,920 | 30,187 | Oct 09, 2012, 11:18 AM |
| VOELKER JAMES | Director | Oct 08, 2012 | Option Exercise | $9.20 | 15,000 | 138,000 | 24,000 | Oct 09, 2012, 11:18 AM |
| VOELKER JAMES | Director | Oct 04, 2012 | Sale | $18.25 | 21,187 | 386,663 | 9,000 | Oct 09, 2012, 11:18 AM |
| VOELKER JAMES | Director | Oct 08, 2012 | Sale | $17.80 | 15,000 | 267,000 | 9,000 | Oct 09, 2012, 11:18 AM |
| VOELKER JAMES | Director | Oct 05, 2012 | Sale | $17.93 | 33,000 | 591,690 | 9,000 | Oct 09, 2012, 11:18 AM |
| VOELKER JAMES | Director | Sep 06, 2012 | Option Exercise | $9.20 | 69,187 | 636,520 | 78,187 | Sep 07, 2012, 05:56 PM |
| VOELKER JAMES | Director | Sep 06, 2012 | Sale | $16.04 | 69,187 | 1,109,760 | 9,000 | Sep 07, 2012, 05:56 PM |
| Ruckelshaus William J | President and CEO | Aug 31, 2012 | Buy | $15.10 | 277 | 4,183 | 125,031 | Sep 04, 2012, 05:57 PM |
| EMANS ERIC MICHAEL | CFO and Treasurer | Aug 19, 2012 | Option Exercise | $15.65 | 881 | 13,788 | 71,522 | Aug 20, 2012, 05:56 PM |
| Glover Michael John Boyd | VP, Distribution & Bus. Dev. | Aug 16, 2012 | Option Exercise | $5.10 | 300 | 1,530 | 99,597 | Aug 17, 2012, 06:12 PM |
| Glover Michael John Boyd | VP, Distribution & Bus. Dev. | Aug 16, 2012 | Sale | $15.60 | 300 | 4,680 | 99,297 | Aug 17, 2012, 06:12 PM |
| VOELKER JAMES | Director | Aug 07, 2012 | Option Exercise | $9.20 | 24,500 | 225,400 | 33,500 | Aug 08, 2012, 11:53 AM |
| VOELKER JAMES | Director | Aug 06, 2012 | Option Exercise | $9.20 | 44,687 | 411,120 | 53,687 | Aug 08, 2012, 11:53 AM |
| VOELKER JAMES | Director | Aug 07, 2012 | Sale | $15.26 | 24,500 | 373,870 | 9,000 | Aug 08, 2012, 11:53 AM |
| VOELKER JAMES | Director | Aug 06, 2012 | Sale | $15.48 | 44,687 | 691,755 | 9,000 | Aug 08, 2012, 11:53 AM |
| VOELKER JAMES | Director | Jul 11, 2012 | Option Exercise | $9.20 | 9,756 | 89,755 | 18,756 | Jul 12, 2012, 04:58 PM |
| VOELKER JAMES | Director | Jul 11, 2012 | Sale | $12.33 | 9,756 | 120,291 | 9,000 | Jul 12, 2012, 04:58 PM |
| VOELKER JAMES | Director | Jul 10, 2012 | Option Exercise | $9.20 | 24,244 | 223,045 | 33,244 | Jul 10, 2012, 06:09 PM |
| VOELKER JAMES | Director | Jul 09, 2012 | Option Exercise | $9.20 | 17,887 | 164,560 | 26,887 | Jul 10, 2012, 06:09 PM |
| VOELKER JAMES | Director | Jul 06, 2012 | Option Exercise | $9.20 | 17,300 | 159,160 | 26,300 | Jul 10, 2012, 06:09 PM |
| VOELKER JAMES | Director | Jul 10, 2012 | Sale | $12.16 | 24,244 | 294,807 | 9,000 | Jul 10, 2012, 06:09 PM |
| VOELKER JAMES | Director | Jul 09, 2012 | Sale | $12.22 | 17,887 | 218,579 | 9,000 | Jul 10, 2012, 06:09 PM |
| VOELKER JAMES | Director | Jul 06, 2012 | Sale | $12.20 | 17,300 | 211,060 | 9,000 | Jul 10, 2012, 06:09 PM |
| Ruckelshaus William J | President and CEO | Jun 15, 2012 | Option Exercise | $12.67 | 5,290 | 67,024 | 82,758 | Jun 18, 2012, 06:55 PM |
| SCHOEMAKER LINDA A | General Counsel & Secretary | Jun 13, 2012 | Option Exercise | $12.64 | 495 | 6,257 | 26,001 | Jun 14, 2012, 05:23 PM |
| VOELKER JAMES | Director | Jun 06, 2012 | Option Exercise | $9.20 | 61,187 | 562,920 | 70,187 | Jun 07, 2012, 12:53 PM |
| VOELKER JAMES | Director | Jun 06, 2012 | Sale | $12.27 | 61,187 | 750,765 | 9,000 | Jun 07, 2012, 12:53 PM |
| CUNNINGHAM JOHN E IV | Director | May 17, 2012 | Option Exercise | $10.30 | 2,500 | 25,750 | 20,907 | May 18, 2012, 12:55 PM |
| Ruckelshaus William J | President and CEO | May 15, 2012 | Buy | $13.49 | 3,500 | 47,215 | 88,048 | May 16, 2012, 06:29 PM |
| TAFFER LEWIS M | Director | May 15, 2012 | Option Exercise | $7.89 | 11,000 | 86,840 | 20,000 | May 16, 2012, 05:37 PM |
| TAFFER LEWIS M | Director | May 14, 2012 | Option Exercise | $9.46 | 11,500 | 108,835 | 20,500 | May 16, 2012, 05:37 PM |
| TAFFER LEWIS M | Director | May 15, 2012 | Sale | $13.38 | 11,000 | 147,180 | 9,000 | May 16, 2012, 05:37 PM |
| TAFFER LEWIS M | Director | May 14, 2012 | Sale | $12.66 | 11,500 | 145,590 | 9,000 | May 16, 2012, 05:37 PM |
| VOELKER JAMES | Director | May 04, 2012 | Option Exercise | $9.20 | 61,187 | 562,920 | 65,687 | May 07, 2012, 02:13 PM |
| VOELKER JAMES | Director | May 04, 2012 | Sale | $11.11 | 61,187 | 679,788 | 4,500 | May 07, 2012, 02:13 PM |
| VOELKER JAMES | Director | Apr 05, 2012 | Option Exercise | $9.20 | 61,187 | 562,920 | 65,687 | Apr 06, 2012, 11:51 AM |
| VOELKER JAMES | Director | Apr 05, 2012 | Sale | $12.14 | 61,187 | 742,810 | 4,500 | Apr 06, 2012, 11:51 AM |
| Glover Michael John Boyd | VP, Distribution & Bus. Dev. | Apr 01, 2012 | Option Exercise | $12.81 | 6,115 | 78,333 | 99,297 | Apr 02, 2012, 02:35 PM |
| Glover Michael John Boyd | VP, Distribution & Bus. Dev. | Mar 29, 2012 | Option Exercise | $12.84 | 3,174 | 40,754 | 62,287 | Apr 02, 2012, 02:35 PM |
| EMANS ERIC MICHAEL | CFO and Treasurer | Apr 01, 2012 | Option Exercise | $12.81 | 3,062 | 39,224 | 72,403 | Apr 02, 2012, 02:34 PM |
| EMANS ERIC MICHAEL | CFO and Treasurer | Mar 29, 2012 | Option Exercise | $12.84 | 1,322 | 16,974 | 58,215 | Apr 02, 2012, 02:34 PM |
| McElfresh Travis | Chief Technology Officer | Mar 20, 2012 | Option Exercise | $13.25 | 4,409 | 58,419 | 74,669 | Mar 21, 2012, 04:35 PM |
| SCHOEMAKER LINDA A | General Counsel & Secretary | Mar 13, 2012 | Option Exercise | $13.51 | 574 | 7,755 | 26,496 | Mar 14, 2012, 09:54 PM |
| VOELKER JAMES | Director | Feb 29, 2012 | Option Exercise | $9.20 | 15,000 | 138,000 | 19,500 | Mar 01, 2012, 05:16 PM |
| VOELKER JAMES | Director | Feb 29, 2012 | Sale | $11.91 | 15,000 | 178,650 | 4,500 | Mar 01, 2012, 05:16 PM |
| VOELKER JAMES | Director | Feb 28, 2012 | Option Exercise | $9.20 | 15,000 | 138,000 | 19,500 | Feb 28, 2012, 07:28 PM |
| VOELKER JAMES | Director | Feb 24, 2012 | Option Exercise | $9.20 | 15,000 | 138,000 | 19,500 | Feb 28, 2012, 07:28 PM |
| VOELKER JAMES | Director | Feb 28, 2012 | Sale | $12.00 | 15,000 | 180,000 | 4,500 | Feb 28, 2012, 07:28 PM |
| VOELKER JAMES | Director | Feb 24, 2012 | Sale | $12.00 | 15,000 | 180,000 | 4,500 | Feb 28, 2012, 07:28 PM |
| VOELKER JAMES | Director | Feb 23, 2012 | Option Exercise | $9.20 | 15,500 | 142,600 | 20,000 | Feb 23, 2012, 06:13 PM |
| VOELKER JAMES | Director | Feb 21, 2012 | Option Exercise | $8.31 | 15,500 | 128,850 | 20,000 | Feb 23, 2012, 06:13 PM |
| VOELKER JAMES | Director | Feb 23, 2012 | Sale | $11.85 | 15,500 | 183,675 | 4,500 | Feb 23, 2012, 06:13 PM |
| VOELKER JAMES | Director | Feb 21, 2012 | Sale | $12.11 | 15,500 | 187,705 | 4,500 | Feb 23, 2012, 06:13 PM |
| SCHOEMAKER LINDA A | General Counsel & Secretary | Dec 13, 2011 | Option Exercise | $10.08 | 573 | 5,776 | 26,353 | Dec 14, 2011, 02:14 PM |
| Snyder Andrew Miles | Director | Nov 23, 2011 | Buy | $8.35 | 15,998 | 133,583 | 1,970,285 | Nov 28, 2011, 03:25 PM |
| Snyder Andrew Miles | Director | Nov 22, 2011 | Buy | $8.40 | 285 | 2,394 | 1,954,287 | Nov 23, 2011, 12:47 PM |
| Snyder Andrew Miles | Director | Nov 21, 2011 | Buy | $8.49 | 10,564 | 89,688 | 1,954,002 | Nov 22, 2011, 06:21 PM |
| Snyder Andrew Miles | Director | Nov 18, 2011 | Buy | $8.45 | 17,736 | 149,869 | 1,943,438 | Nov 22, 2011, 06:21 PM |
| Snyder Andrew Miles | Director | Nov 17, 2011 | Buy | $8.49 | 31,900 | 270,831 | 1,925,702 | Nov 18, 2011, 01:21 PM |
| Snyder Andrew Miles | Director | Nov 16, 2011 | Buy | $8.71 | 39,800 | 346,658 | 1,893,802 | Nov 18, 2011, 01:21 PM |
| Ruckelshaus William J | President and CEO | Nov 11, 2011 | Option Exercise | $8.83 | 716 | 6,322 | 24,821 | Nov 14, 2011, 02:03 PM |
| Ruckelshaus William J | President and CEO | Nov 11, 2011 | Sale | $8.77 | 273 | 2,394 | 24,548 | Nov 14, 2011, 02:03 PM |
| Ruckelshaus William J | President and CEO | Oct 11, 2011 | Option Exercise | $8.74 | 716 | 6,258 | 25,810 | Oct 12, 2011, 08:31 PM |
| Ruckelshaus William J | President and CEO | Oct 11, 2011 | Sale | $8.60 | 273 | 2,348 | 25,537 | Oct 12, 2011, 08:31 PM |
| Glover Michael John Boyd | VP, Distribution & Bus. Dev. | Oct 01, 2011 | Option Exercise | $8.36 | 3,635 | 30,389 | 55,461 | Oct 04, 2011, 01:29 PM |
| EMANS ERIC MICHAEL | Interim CFO and Treasurer | Oct 01, 2011 | Option Exercise | $8.36 | 1,543 | 12,899 | 34,537 | Oct 03, 2011, 06:47 PM |
| Hawthornthwaite Stephen P | VP, Corporate Development | Sep 22, 2011 | Option Exercise | $8.63 | 7,337 | 63,318 | 97,993 | Sep 26, 2011, 01:22 PM |
| McElfresh Travis | Chief Technology Officer | Sep 20, 2011 | Option Exercise | $9.12 | 8,815 | 80,393 | 91,185 | Sep 22, 2011, 05:24 PM |
| McElfresh Travis | Chief Technology Officer | Sep 20, 2011 | Option Exercise | $8.26 | 19,998 | 165,183 | 119,998 | Sep 22, 2011, 05:24 PM |
| McElfresh Travis | Chief Technology Officer | Sep 21, 2011 | Sale | $9.01 | 12,107 | 109,084 | 79,078 | Sep 22, 2011, 05:24 PM |
| McElfresh Travis | Chief Technology Officer | Sep 20, 2011 | Sale | $9.35 | 19,998 | 186,981 | 100,000 | Sep 22, 2011, 05:24 PM |
| SCHOEMAKER LINDA A | interim General Counsel & Secy | Sep 13, 2011 | Option Exercise | $9.31 | 574 | 5,344 | 6,926 | Sep 14, 2011, 06:10 PM |
| Ruckelshaus William J | President and CEO | Sep 11, 2011 | Option Exercise | $9.09 | 716 | 6,508 | 26,799 | Sep 13, 2011, 03:55 PM |
| Ruckelshaus William J | President and CEO | Sep 12, 2011 | Sale | $8.93 | 273 | 2,438 | 26,526 | Sep 13, 2011, 03:55 PM |
| Ruckelshaus William J | President and CEO | Aug 11, 2011 | Option Exercise | $9.07 | 716 | 6,494 | 27,788 | Aug 12, 2011, 02:26 PM |
| Ruckelshaus William J | President and CEO | Aug 11, 2011 | Sale | $8.87 | 273 | 2,422 | 27,515 | Aug 12, 2011, 02:26 PM |
| Ruckelshaus William J | President and CEO | Jul 11, 2011 | Option Exercise | $9.34 | 716 | 6,687 | 28,777 | Jul 13, 2011, 12:37 PM |
| Ruckelshaus William J | President and CEO | Jul 11, 2011 | Sale | $9.34 | 273 | 2,550 | 28,504 | Jul 13, 2011, 12:37 PM |
| Ruckelshaus William J | President and CEO | Jun 11, 2011 | Option Exercise | $8.61 | 716 | 6,165 | 29,766 | Jun 14, 2011, 02:07 PM |
| Ruckelshaus William J | President and CEO | Jun 13, 2011 | Sale | $8.62 | 273 | 2,353 | 29,493 | Jun 14, 2011, 02:07 PM |
| Ruckelshaus William J | President and CEO | May 11, 2011 | Option Exercise | $9.29 | 1,906 | 17,707 | 30,755 | May 12, 2011, 09:53 PM |
| Ruckelshaus William J | President and CEO | May 11, 2011 | Sale | $9.30 | 273 | 2,539 | 30,482 | May 12, 2011, 09:53 PM |
| Behl Nikhil | CEO, Mercantila | May 10, 2011 | Option Exercise | $9.32 | 11,007 | 102,585 | 78,993 | May 12, 2011, 12:23 PM |
| Hooper Steve | Director | May 02, 2011 | Buy | $8.98 | 1,000 | 8,976 | 12,250 | May 02, 2011, 08:26 PM |
| Ruckelshaus William J | President and Acting CEO | Apr 11, 2011 | Option Exercise | $8.80 | 716 | 6,301 | 32,934 | Apr 13, 2011, 11:47 AM |
| Ruckelshaus William J | President and Acting CEO | Apr 11, 2011 | Sale | $8.80 | 273 | 2,402 | 32,661 | Apr 13, 2011, 11:47 AM |
| EMANS ERIC MICHAEL | Chief Accounting Officer | Apr 01, 2011 | Option Exercise | $8.79 | 1,543 | 13,563 | 26,080 | Apr 05, 2011, 01:08 PM |
| Glover Michael John Boyd | VP, Distribution & Bus. Dev. | Apr 01, 2011 | Option Exercise | $8.79 | 4,517 | 39,704 | 59,096 | Apr 04, 2011, 08:09 PM |
| BINDER DAVID BRADLEY | CFO and Treasurer | Apr 01, 2011 | Option Exercise | $8.79 | 2,314 | 20,340 | 150,098 | Apr 04, 2011, 07:32 PM |
| Hawthornthwaite Stephen P | VP, Corporate Development | Mar 22, 2011 | Option Exercise | $8.64 | 14,670 | 126,749 | 105,330 | Mar 24, 2011, 12:20 PM |
| Ruckelshaus William J | President and Acting CEO | Mar 16, 2011 | Sale | $8.18 | 273 | 2,233 | 33,650 | Mar 18, 2011, 01:24 PM |
| Ruckelshaus William J | President and Acting CEO | Mar 11, 2011 | Option Exercise | $8.54 | 716 | 6,115 | 33,923 | Mar 14, 2011, 06:16 PM |
| Ruckelshaus William J | President and Acting CEO | Feb 11, 2011 | Option Exercise | $8.60 | 1,101 | 9,469 | 34,639 | Feb 15, 2011, 12:14 PM |
| PINNEY ALESIA LEE | General Counsel and Secretary | Jan 20, 2011 | Option Exercise | $8.24 | 4,743 | 39,082 | 75,753 | Jan 21, 2011, 11:08 AM |
| Ruckelshaus William J | President and Acting CEO | Jan 11, 2011 | Option Exercise | $8.18 | 1,101 | 9,006 | 35,740 | Jan 13, 2011, 05:24 PM |
| BINDER DAVID BRADLEY | CFO and Treasurer | Jan 02, 2011 | Option Exercise | $8.30 | 3,386 | 28,104 | 152,412 | Jan 04, 2011, 05:49 PM |
| EMANS ERIC MICHAEL | Chief Accounting Officer | Jan 02, 2011 | Option Exercise | $8.30 | 2,370 | 19,671 | 30,967 | Jan 04, 2011, 02:59 PM |
| EMANS ERIC MICHAEL | Chief Accounting Officer | Jan 04, 2011 | Sale | $8.39 | 3,344 | 28,056 | 27,623 | Jan 04, 2011, 02:59 PM |
| VOELKER JAMES | Director | Dec 31, 2010 | Option Exercise | $8.30 | 31,775 | 263,733 | 0 | Jan 03, 2011, 01:26 PM |
| VOELKER JAMES | Director | Dec 29, 2010 | Option Exercise | $10.49 | 212,162 | 2,226,399 | 81,775 | Jan 03, 2011, 01:26 PM |
| VOELKER JAMES | Director | Dec 31, 2010 | Option Exercise | $8.30 | 18,225 | 151,268 | 31,775 | Jan 03, 2011, 01:26 PM |
| HEARNEY RICHARD D | Director | Dec 29, 2010 | Option Exercise | $9.76 | 17,500 | 170,738 | 4,500 | Dec 30, 2010, 12:30 PM |
| HEARNEY RICHARD D | Director | Dec 29, 2010 | Option Exercise | $8.68 | 17,500 | 151,975 | 12,000 | Dec 30, 2010, 12:30 PM |
| Ruckelshaus William J | President and Acting CEO | Dec 11, 2010 | Option Exercise | $7.84 | 1,155 | 9,055 | 36,841 | Dec 13, 2010, 06:39 PM |
| CUNNINGHAM JOHN E IV | Director | Dec 06, 2010 | Option Exercise | $10.89 | 1,795 | 19,548 | 8,658 | Dec 08, 2010, 12:49 PM |
| EMANS ERIC MICHAEL | Chief Accounting Officer | Nov 04, 2010 | Option Exercise | $7.10 | 3,999 | 28,393 | 37,336 | Nov 05, 2010, 02:17 PM |
| EMANS ERIC MICHAEL | Chief Accounting Officer | Nov 03, 2010 | Option Exercise | $7.10 | 13,501 | 95,857 | 46,838 | Nov 05, 2010, 02:17 PM |
| EMANS ERIC MICHAEL | Chief Accounting Officer | Nov 04, 2010 | Sale | $9.20 | 3,999 | 36,791 | 33,337 | Nov 05, 2010, 02:17 PM |
| EMANS ERIC MICHAEL | Chief Accounting Officer | Nov 03, 2010 | Sale | $9.10 | 13,501 | 122,859 | 33,337 | Nov 05, 2010, 02:17 PM |
| Chang Leo S. | Chief Technology Officer | Oct 15, 2010 | Option Exercise | $8.32 | 6,114 | 50,868 | 47,599 | Oct 19, 2010, 05:35 PM |
| Glover Michael John Boyd | VP, Distribution & Bus. Dev. | Oct 06, 2010 | Sale | $8.66 | 10,847 | 93,935 | 63,613 | Oct 07, 2010, 05:35 PM |
| EMANS ERIC MICHAEL | Chief Accounting Officer | Oct 05, 2010 | Sale | $8.64 | 7,522 | 64,990 | 33,337 | Oct 06, 2010, 05:46 PM |
| Glover Michael John Boyd | VP, Distribution & Bus. Dev. | Oct 01, 2010 | Option Exercise | $8.84 | 6,227 | 55,047 | 74,460 | Oct 04, 2010, 06:57 PM |
| BINDER DAVID BRADLEY | CFO and Treasurer | Oct 01, 2010 | Option Exercise | $8.84 | 3,190 | 28,200 | 155,798 | Oct 04, 2010, 04:55 PM |
| EMANS ERIC MICHAEL | Chief Accounting Officer | Oct 01, 2010 | Option Exercise | $8.84 | 2,126 | 18,794 | 40,859 | Oct 04, 2010, 03:55 PM |
| EMANS ERIC MICHAEL | Chief Accounting Officer | Sep 11, 2010 | Option Exercise | $7.10 | 366 | 2,599 | 42,985 | Sep 14, 2010, 12:53 PM |
| LANSING WILLIAM J | President and CEO | Aug 02, 2010 | Option Exercise | $8.02 | 11,670 | 93,593 | 253,452 | Aug 03, 2010, 04:16 PM |
| PINNEY ALESIA LEE | General Counsel and Secretary | Jul 20, 2010 | Option Exercise | $7.80 | 8,504 | 66,331 | 80,496 | Jul 21, 2010, 12:48 PM |
Load More Insider Transactions
Buy
Sale
Option Exercise
| Owner | Relationship | Date | Value($) |
| Mehlman Marc | Chief Financial Officer | 11/27/2023 | 52,650 |
| Mehlman Marc | Chief Financial Officer | 11/27/2023 | 4,396,210 |
| Walters Christopher William | Chief Executive Officer | 11/27/2023 | 22,551,854 |
| Murray Stacy | Principal Accounting Officer | 11/27/2023 | 73,996 |
| Bailey Tabitha | Chief Legal Officer & Corp Sec | 11/27/2023 | 488,462 |
| Mackay Todd C | President of Wealth Mgmt | 11/27/2023 | 6,423,248 |
| ERNST MARK A | Director | 11/27/2023 | 364,000 |
| ERNST MARK A | Director | 11/27/2023 | 2,666,716 |
| HAYLES CAROL | Director | 11/27/2023 | 1,117,480 |
| PROCTOR GEORGANNE | Director | 11/27/2023 | 1,680,718 |
| Kotecha Kanayalal Amritlal | Director | 11/27/2023 | 708,474 |
| LEAMAN J RICHARD III | Director | 11/27/2023 | 578,474 |
| Perry Tina | Director | 11/27/2023 | 825,838 |
| Rao Karthik | Director | 11/27/2023 | 1,076,712 |
| Schreuder Jana R | Director | 11/27/2023 | 1,106,716 |
| Murray Stacy | Principal Accounting Officer | 06/26/2023 | 5,845 |
| Walters Christopher William | Chief Executive Officer | 05/23/2023 | 217,848 |
| Walters Christopher William | Chief Executive Officer | 05/23/2023 | 139,498 |
| Walters Christopher William | Chief Executive Officer | 05/21/2023 | 104,019 |
| Mackay Todd C | President of Wealth Mgmt | 05/21/2023 | 52,211 |
| Murray Stacy | Principal Accounting Officer | 02/28/2023 | 246,666 |
| Walters Christopher William | Chief Executive Officer | 01/30/2023 | 326,177 |
| Walters Christopher William | Chief Executive Officer | 01/27/2023 | 268,200 |
| Mackay Todd C | President of Wealth Mgmt | 01/27/2023 | 49,836 |
| Mackay Todd C | President of Wealth Mgmt | 01/09/2023 | 36,081 |
| Murray Stacy | Principal Accounting Officer | 01/09/2023 | 8,981 |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | 01/09/2023 | 32,746 |
| Murray Stacy | Principal Accounting Officer | 01/03/2023 | 49,337 |
| Murray Stacy | Principal Accounting Officer | 01/04/2023 | 15,406 |
| Walters Christopher William | Chief Executive Officer | 01/04/2023 | 375,872 |
| Walters Christopher William | Chief Executive Officer | 01/03/2023 | 124,445 |
| Mehlman Marc | Chief Financial Officer | 01/04/2023 | 38,940 |
| Mehlman Marc | Chief Financial Officer | 01/03/2023 | 66,289 |
| Mackay Todd C | President of Wealth Mgmt | 01/04/2023 | 66,049 |
| Mackay Todd C | President of Wealth Mgmt | 01/03/2023 | 78,749 |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | 01/04/2023 | 90,946 |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | 01/03/2023 | 72,042 |
| Campbell Curtis A | President Software | 12/18/2022 | 275,666 |
| Kotecha Kanayalal Amritlal | Director | 11/17/2022 | 118,650 |
| Murray Stacy | Principal Accounting Officer | 06/26/2022 | 4,868 |
| Mackay Todd C | President of Wealth Mgmt | 06/14/2022 | 11,264 |
| Walters Christopher William | Chief Executive Officer | 05/27/2022 | 169,595 |
| Walters Christopher William | Chief Executive Officer | 05/27/2022 | 161,989 |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | 05/21/2022 | 29,344 |
| Campbell Curtis A | President Software | 05/21/2022 | 44,016 |
| Walters Christopher William | Chief Executive Officer | 05/21/2022 | 80,392 |
| Mackay Todd C | President of Wealth Mgmt | 05/21/2022 | 40,352 |
| Mehlman Marc | Chief Financial Officer | 04/27/2022 | 41,006 |
| Zappone Mary Slagle | Director | 03/01/2022 | 190,704 |
| Zappone Mary Slagle | Director | 03/01/2022 | 190,711 |
| Mackay Todd C | President of Wealth Mgmt | 03/02/2022 | 366,323 |
| Mackay Todd C | President of Wealth Mgmt | 03/02/2022 | 452,867 |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | 03/01/2022 | 351,890 |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | 03/01/2022 | 301,768 |
| Walters Christopher William | Chief Executive Officer | 01/30/2022 | 156,878 |
| Mackay Todd C | President of Wealth Mgmt | 01/09/2022 | 23,327 |
| Campbell Curtis A | President Software | 01/09/2022 | 23,922 |
| Murray Stacy | Principal Accounting Officer | 01/09/2022 | 5,811 |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | 01/09/2022 | 21,187 |
| Murray Stacy | Principal Accounting Officer | 01/04/2022 | 10,662 |
| Walters Christopher William | Chief Executive Officer | 01/04/2022 | 199,930 |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | 01/04/2022 | 67,426 |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | 01/02/2022 | 20,091 |
| Mackay Todd C | President of Wealth Mgmt | 01/04/2022 | 51,709 |
| Mackay Todd C | President of Wealth Mgmt | 01/02/2022 | 9,318 |
| Mehlman Marc | Chief Financial Officer | 12/15/2021 | 165,000 |
| PROCTOR GEORGANNE | Director | 12/15/2021 | 49,459 |
| Walters Christopher William | Chief Executive Officer | 12/14/2021 | 167,300 |
| ERNST MARK A | Director | 12/13/2021 | 304,740 |
| ERNST MARK A | Director | 12/15/2021 | 324,043 |
| ERNST MARK A | Director | 12/14/2021 | 196,680 |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | 07/08/2021 | 24,926 |
| Mackay Todd C | President of Wealth Mgmt | 07/08/2021 | 35,842 |
| Murray Stacy | Principal Accounting Officer | 06/26/2021 | 4,697 |
| Mackay Todd C | President of Wealth Mgmt | 06/14/2021 | 56,511 |
| Campbell Curtis A | President Software | 05/21/2021 | 27,125 |
| Mackay Todd C | President of Wealth Mgmt | 02/20/2021 | 8,074 |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | 02/20/2021 | 30,888 |
| Walters Christopher William | Chief Executive Officer | 01/30/2021 | 118,967 |
| Murray Stacy | Principal Accounting Officer | 01/31/2021 | 10,880 |
| Campbell Curtis A | President Software | 01/09/2021 | 25,889 |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | 01/09/2021 | 27,622 |
| Mackay Todd C | President of Wealth Mgmt | 01/09/2021 | 26,145 |
| Murray Stacy | Principal Accounting Officer | 01/09/2021 | 5,489 |
| Mackay Todd C | President of Wealth Mgmt | 01/02/2021 | 8,187 |
| Mackay Todd C | President of Wealth Mgmt | 12/31/2020 | 5,028 |
| Campbell Curtis A | President Software | 01/02/2021 | 21,099 |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | 01/02/2021 | 20,901 |
| Mackay Todd C | President of Wealth Mgmt | 12/24/2020 | 122,287 |
| ERNST MARK A | Director | 09/08/2020 | 10,795 |
| ERNST MARK A | Director | 09/09/2020 | 63,000 |
| Mehlman Marc | Chief Financial Officer | 08/12/2020 | 23,398 |
| Walters Christopher William | Chief Executive Officer | 08/12/2020 | 93,440 |
| Walters Christopher William | Chief Executive Officer | 08/11/2020 | 91,536 |
| ERNST MARK A | Director | 08/10/2020 | 74,746 |
| Mackay Todd C | President of Wealth Mgmt | 06/30/2020 | 2,490 |
| Mackay Todd C | President of Wealth Mgmt | 07/01/2020 | 3,100 |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | 06/19/2020 | 12,346 |
| Mackay Todd C | President of Wealth Mgmt | 06/14/2020 | 5,843 |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | 05/21/2020 | 18,351 |
| Mackay Todd C | President of Wealth Mgmt | 05/21/2020 | 16,475 |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | 02/20/2020 | 52,175 |
| Mackay Todd C | Chief Bus. Dev & Ops Officer | 02/20/2020 | 11,213 |
| Athwal Davinder S | Chief Financial Officer | 01/02/2020 | 41,600 |
| Taylor Transient C | Chief HR Officer | 01/02/2020 | 22,802 |
| Campbell Curtis A | President, TaxAct | 01/02/2020 | 36,114 |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | 01/02/2020 | 35,776 |
| Clendening John S | President and CEO | 01/02/2020 | 157,404 |
| Clendening John S | President and CEO | 01/03/2020 | 80,175 |
| Hogan Michael P | Pres. Tax-Smart Innovation | 01/02/2020 | 33,228 |
| Mackay Todd C | Chief Bus. Dev & Ops Officer | 01/02/2020 | 14,014 |
| Mackay Todd C | Chief Bus. Dev & Ops Officer | 01/01/2020 | 8,365 |
| Mackay Todd C | Chief Bus. Dev & Ops Officer | 12/31/2019 | 8,652 |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | 12/19/2019 | 26,531 |
| Clendening John S | President and CEO | 12/16/2019 | 37,350 |
| Clendening John S | President and CEO | 12/16/2019 | 355,110 |
| Campbell Curtis A | President, TaxAct | 11/05/2019 | 43,574 |
| Hogan Michael P | Pres. Tax-Smart Innovation | 10/29/2019 | 14,377 |
| Taylor Transient C | Chief HR Officer | 10/15/2019 | 20,839 |
| Clendening John S | President and CEO | 10/07/2019 | 186,750 |
| Clendening John S | President and CEO | 10/07/2019 | 1,150,100 |
| Clendening John S | President and CEO | 07/17/2019 | 49,800 |
| Clendening John S | President and CEO | 07/16/2019 | 186,750 |
| Clendening John S | President and CEO | 07/16/2019 | 1,573,793 |
| Clendening John S | President and CEO | 07/17/2019 | 292,300 |
| Clendening John S | President and CEO | 07/03/2019 | 150,093 |
| Mackay Todd C | Chief Bus. Dev & Ops Officer | 07/01/2019 | 12,374 |
| Mackay Todd C | Chief Bus. Dev & Ops Officer | 06/30/2019 | 10,083 |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | 06/19/2019 | 32,735 |
| PROCTOR GEORGANNE | Director | 06/05/2019 | 86,611 |
| Zappone Mary Slagle | Director | 06/04/2019 | 202,737 |
| ATWELL WILLIAM L | Director | 05/28/2019 | 131,407 |
| ATWELL WILLIAM L | Director | 05/28/2019 | 132,940 |
| Gardner H. McIntyre | Director | 05/24/2019 | 80,137 |
| Clendening John S | President and CEO | 05/15/2019 | 99,600 |
| Clendening John S | President and CEO | 05/14/2019 | 186,750 |
| Clendening John S | President and CEO | 05/15/2019 | 782,250 |
| Clendening John S | President and CEO | 05/14/2019 | 1,718,098 |
| Clendening John S | President and CEO | 05/16/2019 | 160,000 |
| Palmer John David | Principal Accounting Officer | 05/13/2019 | 52,502 |
| Palmer John David | Principal Accounting Officer | 05/15/2019 | 5,062 |
| Palmer John David | Principal Accounting Officer | 05/13/2019 | 140,640 |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | 05/02/2019 | 65,100 |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | 05/02/2019 | 196,000 |
| Clendening John S | President and CEO | 04/08/2019 | 2,351,141 |
| Clendening John S | President and CEO | 04/08/2019 | 705,502 |
| Clendening John S | President and CEO | 04/04/2019 | 967,193 |
| Mackay Todd C | Interim CEO HD Vest | 04/01/2019 | 115,611 |
| Mackay Todd C | Interim CEO HD Vest | 04/01/2019 | 242,500 |
| Mackay Todd C | Interim CEO HD Vest | 03/19/2019 | 144,514 |
| Mackay Todd C | Interim CEO HD Vest | 03/19/2019 | 295,230 |
| Athwal Davinder S | Chief Financial Officer | 02/21/2019 | 71,126 |
| Palmer John David | Principal Accounting Officer | 02/20/2019 | 12,531 |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | 02/20/2019 | 63,809 |
| Mackay Todd C | Interim CEO HD Vest | 02/20/2019 | 13,713 |
| Clendening John S | President and CEO | 02/20/2019 | 315,360 |
| Mackay Todd C | Interim CEO HD Vest | 01/01/2019 | 8,525 |
| Mackay Todd C | Interim CEO HD Vest | 12/31/2018 | 17,662 |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | 12/19/2018 | 27,381 |
| Hogan Michael P | Pres. Tax-Smart Innovation | 11/06/2018 | 240,300 |
| Oros Robert D | CEO of H.D. Vest, Inc. | 11/05/2018 | 84,942 |
| Oros Robert D | CEO of H.D. Vest, Inc. | 11/05/2018 | 184,146 |
| Stevenson Mathieu Frederic | Chief Marketing Officer | 10/24/2018 | 56,989 |
| Stevenson Mathieu Frederic | Chief Marketing Officer | 10/25/2018 | 198,914 |
| Stevenson Mathieu Frederic | Chief Marketing Officer | 10/25/2018 | 632,584 |
| Clendening John S | President and CEO | 10/11/2018 | 169,320 |
| Clendening John S | President and CEO | 10/12/2018 | 59,760 |
| Clendening John S | President and CEO | 10/11/2018 | 1,622,058 |
| Clendening John S | President and CEO | 10/12/2018 | 544,809 |
| Clendening John S | President and CEO | 10/04/2018 | 3,175,556 |
| Clendening John S | President and CEO | 10/04/2018 | 1,011,400 |
| Dunn Lance G | Director | 09/28/2018 | 406,890 |
| Dunn Lance G | Director | 09/28/2018 | 1,032,750 |
| Oros Robert D | CEO of H.D. Vest, Inc. | 08/28/2018 | 67,981 |
| Palmer John David | Principal Accounting Officer | 08/23/2018 | 52,518 |
| Palmer John David | Principal Accounting Officer | 08/23/2018 | 135,108 |
| Palmer John David | Principal Accounting Officer | 08/20/2018 | 4,013 |
| Walters Christopher William | Director | 08/03/2018 | 502,378 |
| Zappone Mary Slagle | Director | 08/03/2018 | 161,989 |
| Zappone Mary Slagle | Director | 08/03/2018 | 359,128 |
| PROCTOR GEORGANNE | Director | 08/03/2018 | 105,915 |
| Gardner H. McIntyre | Director | 08/03/2018 | 82,110 |
| Oros Robert D | CEO of H.D. Vest, Inc. | 08/06/2018 | 84,942 |
| Oros Robert D | CEO of H.D. Vest, Inc. | 08/06/2018 | 208,360 |
| Clendening John S | President and CEO | 07/16/2018 | 169,320 |
| Clendening John S | President and CEO | 07/17/2018 | 99,600 |
| Clendening John S | President and CEO | 07/16/2018 | 1,833,257 |
| Clendening John S | President and CEO | 07/17/2018 | 1,141,821 |
| Clendening John S | President and CEO | 07/03/2018 | 190,323 |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | 06/19/2018 | 565,735 |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | 06/19/2018 | 373,305 |
| Clendening John S | President and CEO | 05/17/2018 | 597,404 |
| Clendening John S | President and CEO | 05/17/2018 | 174,300 |
| Palmer John David | Principal Accounting Officer | 05/11/2018 | 105,004 |
| Palmer John David | Principal Accounting Officer | 05/11/2018 | 217,932 |
| Clendening John S | President and CEO | 05/10/2018 | 1,131,003 |
| Clendening John S | President and CEO | 05/10/2018 | 352,753 |
| Clendening John S | President and CEO | 05/09/2018 | 129,062 |
| Clendening John S | President and CEO | 05/09/2018 | 1,032,134 |
| Oros Robert D | CEO of H.D. Vest, Inc. | 05/08/2018 | 84,942 |
| Oros Robert D | CEO of H.D. Vest, Inc. | 05/08/2018 | 159,165 |
| Stevenson Mathieu Frederic | Chief Marketing Officer | 04/24/2018 | 29,606 |
| Stevenson Mathieu Frederic | Chief Marketing Officer | 04/25/2018 | 198,914 |
| Stevenson Mathieu Frederic | Chief Marketing Officer | 04/25/2018 | 433,866 |
| Clendening John S | President and CEO | 04/18/2018 | 129,067 |
| Clendening John S | President and CEO | 04/18/2018 | 939,458 |
| Clendening John S | President and CEO | 04/04/2018 | 678,683 |
| Clendening John S | President and CEO | 03/12/2018 | 129,067 |
| Clendening John S | President and CEO | 03/12/2018 | 896,885 |
| Oros Robert D | CEO of H.D. Vest, Inc. | 02/28/2018 | 54,545 |
| Palmer John David | Principal Accounting Officer | 02/27/2018 | 16,658 |
| Clendening John S | President and CEO | 02/26/2018 | 715,709 |
| Stevenson Mathieu Frederic | Chief Marketing Officer | 02/20/2018 | 397,828 |
| Stevenson Mathieu Frederic | Chief Marketing Officer | 02/20/2018 | 806,587 |
| Clendening John S | President and CEO | 02/22/2018 | 175,047 |
| Clendening John S | President and CEO | 02/21/2018 | 212,148 |
| Clendening John S | President and CEO | 02/22/2018 | 859,716 |
| Clendening John S | President and CEO | 02/21/2018 | 1,032,121 |
| Palmer John David | Principal Accounting Officer | 02/20/2018 | 6,696 |
| Baskaran Sanjay | President, TaxAct, Inc. | 01/30/2018 | 101,832 |
| Clendening John S | President and CEO | 01/05/2018 | 818,312 |
| Clendening John S | President and CEO | 01/03/2018 | 165,393 |
| Clendening John S | President and CEO | 01/05/2018 | 352,748 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 10/25/2017 | 176,267 |
| Stevenson Mathieu Frederic | Chief Marketing Officer | 10/24/2017 | 64,211 |
| Clendening John S | President and CEO | 10/04/2017 | 763,650 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 07/27/2017 | 1,241,555 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 07/27/2017 | 833,078 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 07/02/2017 | 80,412 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 06/19/2017 | 1,054,106 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 06/19/2017 | 1,944,170 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 06/09/2017 | 1,104,327 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 06/09/2017 | 1,683,638 |
| Clendening John S | President and CEO | 06/07/2017 | 2,480,558 |
| Clendening John S | President and CEO | 06/07/2017 | 1,079,002 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 05/31/2017 | 92,466 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 05/30/2017 | 867,686 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 06/01/2017 | 360,100 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 05/30/2017 | 1,249,017 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 06/01/2017 | 462,953 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 05/31/2017 | 117,445 |
| Snyder Andrew Miles | Director | 05/22/2017 | 160,101 |
| Snyder Andrew Miles | Director | 05/23/2017 | 129,640 |
| Snyder Andrew Miles | Director | 05/22/2017 | 269,043 |
| Snyder Andrew Miles | Director | 05/23/2017 | 291,207 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 05/22/2017 | 588,600 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 05/22/2017 | 1,426,070 |
| Snyder Andrew Miles | Director | 05/16/2017 | 161,989 |
| Snyder Andrew Miles | Director | 05/16/2017 | 215,658 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 05/15/2017 | 1,063,750 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 05/15/2017 | 2,892,083 |
| Snyder Andrew Miles | Director | 05/12/2017 | 353,952 |
| Snyder Andrew Miles | Director | 05/16/2017 | 424,449 |
| Snyder Andrew Miles | Director | 05/15/2017 | 420,312 |
| Snyder Andrew Miles | Director | 05/12/2017 | 424,934 |
| Snyder Andrew Miles | Director | 05/12/2017 | 408,974 |
| Walters Christopher William | Director | 05/15/2017 | 39,220 |
| Snyder Andrew Miles | Director | 05/10/2017 | 422,574 |
| Snyder Andrew Miles | Director | 05/09/2017 | 413,476 |
| Snyder Andrew Miles | Director | 05/11/2017 | 429,284 |
| Walters Christopher William | Director | 05/11/2017 | 156,409 |
| HUEBNER ELIZABETH | Director | 05/08/2017 | 97,014 |
| HUEBNER ELIZABETH | Director | 05/08/2017 | 230,645 |
| Finkelstein Mark A | Chief Legal & Admin Officer | 05/04/2017 | 3,071,408 |
| Finkelstein Mark A | Chief Legal & Admin Officer | 05/04/2017 | 2,671,788 |
| Finkelstein Mark A | Chief Legal & Admin Officer | 05/08/2017 | 1,166,744 |
| Snyder Andrew Miles | Director | 05/08/2017 | 412,750 |
| Snyder Andrew Miles | Director | 05/05/2017 | 402,074 |
| Snyder Andrew Miles | Director | 05/04/2017 | 378,840 |
| Snyder Andrew Miles | Director | 05/01/2017 | 305,120 |
| Snyder Andrew Miles | Director | 05/03/2017 | 283,218 |
| Snyder Andrew Miles | Director | 05/02/2017 | 282,239 |
| Snyder Andrew Miles | Director | 04/28/2017 | 276,546 |
| Snyder Andrew Miles | Director | 04/27/2017 | 272,767 |
| Snyder Andrew Miles | Director | 04/26/2017 | 271,385 |
| Snyder Andrew Miles | Director | 04/25/2017 | 268,775 |
| Snyder Andrew Miles | Director | 04/24/2017 | 266,442 |
| Snyder Andrew Miles | Director | 04/21/2017 | 259,968 |
| Snyder Andrew Miles | Director | 04/20/2017 | 259,299 |
| Snyder Andrew Miles | Director | 04/19/2017 | 258,078 |
| Snyder Andrew Miles | Director | 04/18/2017 | 210,700 |
| Snyder Andrew Miles | Director | 04/17/2017 | 255,372 |
| Snyder Andrew Miles | Director | 04/13/2017 | 256,215 |
| Snyder Andrew Miles | Director | 04/11/2017 | 255,780 |
| Snyder Andrew Miles | Director | 04/12/2017 | 232,559 |
| Snyder Andrew Miles | Director | 04/10/2017 | 214,105 |
| Snyder Andrew Miles | Director | 04/07/2017 | 259,108 |
| Snyder Andrew Miles | Director | 04/06/2017 | 261,217 |
| Snyder Andrew Miles | Director | 04/03/2017 | 259,725 |
| Snyder Andrew Miles | Director | 04/05/2017 | 262,625 |
| Snyder Andrew Miles | Director | 04/04/2017 | 187,695 |
| Clendening John S | President and CEO | 04/04/2017 | 900,032 |
| Snyder Andrew Miles | Director | 03/31/2017 | 232,358 |
| Snyder Andrew Miles | Director | 03/30/2017 | 227,549 |
| Snyder Andrew Miles | Director | 03/29/2017 | 176,488 |
| Snyder Andrew Miles | Director | 03/28/2017 | 174,915 |
| Snyder Andrew Miles | Director | 03/27/2017 | 175,668 |
| Snyder Andrew Miles | Director | 03/24/2017 | 175,545 |
| Snyder Andrew Miles | Director | 03/23/2017 | 173,383 |
| Snyder Andrew Miles | Director | 03/22/2017 | 166,869 |
| Snyder Andrew Miles | Director | 03/21/2017 | 165,287 |
| Snyder Andrew Miles | Director | 03/20/2017 | 160,908 |
| Snyder Andrew Miles | Director | 03/16/2017 | 161,608 |
| Snyder Andrew Miles | Director | 03/17/2017 | 160,573 |
| Snyder Andrew Miles | Director | 03/15/2017 | 161,780 |
| Snyder Andrew Miles | Director | 03/14/2017 | 160,195 |
| Snyder Andrew Miles | Director | 03/13/2017 | 162,891 |
| Snyder Andrew Miles | Director | 03/10/2017 | 163,071 |
| Snyder Andrew Miles | Director | 03/09/2017 | 161,025 |
| Snyder Andrew Miles | Director | 03/07/2017 | 161,678 |
| Snyder Andrew Miles | Director | 03/06/2017 | 160,315 |
| Snyder Andrew Miles | Director | 03/08/2017 | 162,211 |
| Snyder Andrew Miles | Director | 03/03/2017 | 159,954 |
| Snyder Andrew Miles | Director | 03/02/2017 | 164,433 |
| Snyder Andrew Miles | Director | 03/01/2017 | 161,308 |
| Snyder Andrew Miles | Director | 02/27/2017 | 49,313 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 02/22/2017 | 303,834 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 02/22/2017 | 269,500 |
| Snyder Andrew Miles | Director | 02/21/2017 | 158,535 |
| Finkelstein Mark A | Chief Legal & Admin Officer | 01/02/2017 | 34,353 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 01/02/2017 | 72,423 |
| Luthi Bernard W | President of Monoprice | 11/17/2016 | 65,821 |
| Clendening John S | President and CEO | 04/04/2016 | 107,697 |
| Kintzel JoAnn | President, TaxAct, Inc. | 11/07/2016 | 36,032 |
| Finkelstein Mark A | Chief Legal & Admin Officer | 09/30/2016 | 10,046 |
| Mansour Peter | President, Infospace LLC | 08/09/2016 | 249,655 |
| Luthi Bernard W | President of Monoprice | 07/14/2016 | 10,594 |
| Kintzel JoAnn | President, TaxAct, Inc. | 07/02/2016 | 18,939 |
| Kintzel JoAnn | President, TaxAct, Inc. | 07/05/2016 | 37,285 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 07/02/2016 | 13,835 |
| Luthi Bernard W | President of Monoprice | 07/02/2016 | 10,336 |
| Clark-Bolt Brett Jefferson | EVP of HR | 07/02/2016 | 3,724 |
| Kintzel JoAnn | President, TaxAct, Inc. | 06/23/2016 | 61,095 |
| CUNNINGHAM JOHN E IV | Director | 05/31/2016 | 67,350 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 05/04/2016 | 396,307 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 05/04/2016 | 372,750 |
| Finkelstein Mark A | Chief Legal & Admin Officer | 03/31/2016 | 4,541 |
| Ruckelshaus William J | President and CEO | 03/31/2016 | 48,736 |
| Clark-Bolt Brett Jefferson | EVP of HR | 02/23/2016 | 3,769 |
| Kintzel JoAnn | President, TaxAct, Inc. | 02/04/2016 | 42,682 |
| Luthi Bernard W | President of Monoprice | 01/14/2016 | 8,584 |
| Ruckelshaus William J | President and CEO | 01/02/2016 | 74,598 |
| Kintzel JoAnn | President, TaxAct, Inc. | 01/02/2016 | 39,700 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 01/02/2016 | 29,547 |
| Luthi Bernard W | President of Monoprice | 01/02/2016 | 22,050 |
| Mansour Peter | President, Infospace LLC | 11/18/2015 | 39,998 |
| Ruckelshaus William J | President and CEO | 11/11/2015 | 74,903 |
| Dunn Lance G | Director | 11/10/2015 | 100,800 |
| HUEBNER ELIZABETH | Director | 11/10/2015 | 50,400 |
| Walters Christopher William | Director | 11/10/2015 | 106,600 |
| Snyder Andrew Miles | Director | 11/11/2015 | 333,006 |
| Snyder Andrew Miles | Director | 11/10/2015 | 1,980,740 |
| Hooper Steve | Director | 11/09/2015 | 22,000 |
| Finkelstein Mark A | Chief Legal & Admin Officer | 11/09/2015 | 25,425 |
| Chung David H S | Director | 11/09/2015 | 101,400 |
| Mansour Peter | President, Infospace LLC | 10/06/2015 | 126,044 |
| Finkelstein Mark A | Chief Legal & Admin Officer | 09/30/2015 | 24,703 |
| Luthi Bernard W | President of Monoprice | 07/14/2015 | 27,878 |
| Allen George | Exec. VP-Corporate Development | 07/02/2015 | 25,677 |
| Kintzel JoAnn | President, TaxAct, Inc. | 07/02/2015 | 11,246 |
| Kintzel JoAnn | President, TaxAct, Inc. | 07/06/2015 | 3,555 |
| Kintzel JoAnn | President, TaxAct, Inc. | 07/02/2015 | 3,182 |
| Kintzel JoAnn | President, TaxAct, Inc. | 04/01/2015 | 18,932 |
| Kintzel JoAnn | President, TaxAct, Inc. | 01/31/2015 | 17,265 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 07/02/2015 | 12,466 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 07/02/2015 | 63,828 |
| Ruckelshaus William J | President and CEO | 07/02/2015 | 51,528 |
| Ruckelshaus William J | President and CEO | 06/15/2015 | 29,881 |
| Garnett Nathan | Gen Counsel & Secretary | 05/07/2015 | 3,863 |
| Allen George | Exec. VP-Corporate Development | 05/01/2015 | 87,000 |
| Allen George | Exec. VP-Corporate Development | 05/01/2015 | 152,450 |
| Allen George | Exec. VP-Corporate Development | 04/02/2015 | 87,000 |
| Allen George | Exec. VP-Corporate Development | 04/02/2015 | 140,000 |
| CUNNINGHAM JOHN E IV | Director | 04/02/2015 | 72,300 |
| CUNNINGHAM JOHN E IV | Director | 04/02/2015 | 105,000 |
| Ruckelshaus William J | President and CEO | 04/02/2015 | 72,300 |
| Ruckelshaus William J | President and CEO | 04/02/2015 | 105,000 |
| Kintzel JoAnn | President, TaxAct, Inc. | 04/01/2015 | 18,932 |
| Garnett Nathan | Gen Counsel & Secretary | 04/01/2015 | 1,754 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 02/20/2015 | 326,080 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 02/20/2015 | 424,320 |
| Garnett Nathan | Gen Counsel & Secretary | 02/17/2015 | 4,608 |
| Ruckelshaus William J | President and CEO | 01/02/2015 | 62,092 |
| Kintzel JoAnn | President, TaxAct, Inc. | 01/02/2015 | 17,023 |
| Allen George | Exec. VP-Corporate Development | 01/02/2015 | 31,059 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 01/02/2015 | 19,535 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 01/05/2015 | 152,850 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 01/05/2015 | 201,300 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 12/17/2014 | 203,800 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 12/17/2014 | 263,000 |
| Ruckelshaus William J | President and CEO | 12/15/2014 | 36,697 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 11/17/2014 | 16,208 |
| Garnett Nathan | Gen Counsel & Secretary | 11/07/2014 | 3,638 |
| Garnett Nathan | Gen Counsel & Secretary | 10/01/2014 | 592 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 08/19/2014 | 14,202 |
| Ruckelshaus William J | President and CEO | 08/20/2014 | 32,739 |
| Garnett Nathan | Acting Gen Counsel & Secretary | 08/17/2014 | 4,522 |
| Kintzel JoAnn | President of TaxAct | 07/31/2014 | 18,965 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 07/01/2014 | 81,520 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 07/02/2014 | 6,829 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 07/01/2014 | 152,000 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 07/01/2014 | 209,000 |
| Kintzel JoAnn | President of TaxAct | 07/02/2014 | 6,247 |
| SCHOEMAKER LINDA A | General Counsel and Secretary | 07/02/2014 | 4,277 |
| Allen George | Exec. VP-Corporate Development | 07/02/2014 | 23,112 |
| Ruckelshaus William J | President and CEO | 07/02/2014 | 66,898 |
| Kumar Ajay | President of Monoprice | 06/30/2014 | 11,831 |
| Ruckelshaus William J | President and CEO | 06/15/2014 | 201,696 |
| Kintzel JoAnn | President of TaxAct | 05/28/2014 | 163,723 |
| Kintzel JoAnn | President of TaxAct | 05/28/2014 | 288,000 |
| Hooper Steve | Director | 05/22/2014 | 22,000 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 05/17/2014 | 21,094 |
| Chung David H S | Director | 05/07/2014 | 51,450 |
| Chung David H S | Director | 05/06/2014 | 52,950 |
| SCHOEMAKER LINDA A | General Counsel and Secretary | 05/07/2014 | 15,551 |
| Glover Michael John Boyd | President of InfoSpace LLC | 04/07/2014 | 191,543 |
| Glover Michael John Boyd | VP, Distribution & Bus. Dev. | 04/01/2014 | 75,829 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 04/01/2014 | 30,324 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 04/01/2014 | 81,098 |
| Glover Michael John Boyd | VP, Distribution & Bus. Dev. | 03/15/2014 | 53,395 |
| Glover Michael John Boyd | VP, Distribution & Bus. Dev. | 02/28/2014 | 8,754 |
| Kumar Ajay | President of Monoprice | 02/06/2014 | 69,393 |
| Kintzel JoAnn | President of TaxAct | 01/31/2014 | 29,656 |
| Kintzel JoAnn | President of TaxACT | 01/02/2014 | 22,208 |
| Ruckelshaus William J | President and CEO | 01/02/2014 | 139,024 |
| Allen George | Exec. VP-Corporate Development | 01/02/2014 | 76,307 |
| Allen George | Exec. VP-Corporate Development | 01/02/2014 | 60,900 |
| Allen George | Exec. VP-Corporate Development | 01/02/2014 | 199,430 |
| EMANS ERIC MICHAEL | CFO and Treasurer | 01/02/2014 | 24,995 |
| EMANS ERIC MICHAEL | CFO and Treasurer | 01/02/2014 | 51,570 |
| SCHOEMAKER LINDA A | General Counsel & Secretary | 01/02/2014 | 15,629 |
| Allen George | Exec. VP-Corporate Development | 12/26/2013 | 174,000 |
| Allen George | Exec. VP-Corporate Development | 12/26/2013 | 579,600 |
| Ruckelshaus William J | President and CEO | 12/15/2013 | 79,295 |
| Snyder Andrew Miles | Director | 11/20/2013 | 28,673,651 |
| Snyder Andrew Miles | Director | 11/21/2013 | 577,200 |
| Snyder Andrew Miles | Director | 11/21/2013 | 9,042,800 |
| EMANS ERIC MICHAEL | CFO and Treasurer | 11/17/2013 | 33,965 |
| EMANS ERIC MICHAEL | CFO and Treasurer | 11/18/2013 | 88,740 |
| SCHOEMAKER LINDA A | General Counsel & Secretary | 11/07/2013 | 25,845 |
| Glover Michael John Boyd | President of InfoSpace | 08/31/2013 | 9,109 |
| EMANS ERIC MICHAEL | CFO and Treasurer | 08/19/2013 | 18,138 |
| EMANS ERIC MICHAEL | CFO and Treasurer | 08/19/2013 | 47,976 |
| CUNNINGHAM JOHN E IV | Director | 08/08/2013 | 178,925 |
| Kintzel JoAnn | President of TaxACT | 07/31/2013 | 22,220 |
| Ruckelshaus William J | President and CEO | 06/15/2013 | 198,912 |
| EMANS ERIC MICHAEL | CFO and Treasurer | 05/17/2013 | 20,616 |
| SCHOEMAKER LINDA A | General Counsel & Secretary | 05/07/2013 | 15,877 |
| Glover Michael John Boyd | President of InfoSpace | 04/16/2013 | 842,185 |
| Glover Michael John Boyd | VP, Distribution & Bus. Dev. | 04/08/2013 | 160,392 |
| EMANS ERIC MICHAEL | CFO and Treasurer | 04/01/2013 | 24,335 |
| EMANS ERIC MICHAEL | CFO and Treasurer | 03/29/2013 | 21,161 |
| Glover Michael John Boyd | VP, Distribution & Bus. Dev. | 04/01/2013 | 60,852 |
| Glover Michael John Boyd | VP, Distribution & Bus. Dev. | 03/29/2013 | 50,805 |
| Glover Michael John Boyd | VP, Distribution & Bus. Dev. | 02/28/2013 | 14,121 |
| Kintzel JoAnn | President of 2nd Story | 02/20/2013 | 15,950 |
| Kintzel JoAnn | President of 2nd Story | 01/31/2013 | 38,175 |
| EMANS ERIC MICHAEL | CFO and Treasurer | 11/17/2012 | 33,104 |
| SCHOEMAKER LINDA A | General Counsel & Secretary | 11/07/2012 | 27,415 |
| VOELKER JAMES | Director | 11/06/2012 | 636,557 |
| VOELKER JAMES | Director | 11/06/2012 | 1,071,769 |
| VOELKER JAMES | Director | 10/05/2012 | 303,600 |
| VOELKER JAMES | Director | 10/04/2012 | 194,920 |
| VOELKER JAMES | Director | 10/08/2012 | 138,000 |
| VOELKER JAMES | Director | 10/04/2012 | 386,663 |
| VOELKER JAMES | Director | 10/08/2012 | 267,000 |
| VOELKER JAMES | Director | 10/05/2012 | 591,690 |
| VOELKER JAMES | Director | 09/06/2012 | 636,520 |
| VOELKER JAMES | Director | 09/06/2012 | 1,109,760 |
| Ruckelshaus William J | President and CEO | 08/31/2012 | 4,183 |
| EMANS ERIC MICHAEL | CFO and Treasurer | 08/19/2012 | 13,788 |
| Glover Michael John Boyd | VP, Distribution & Bus. Dev. | 08/16/2012 | 1,530 |
| Glover Michael John Boyd | VP, Distribution & Bus. Dev. | 08/16/2012 | 4,680 |
| VOELKER JAMES | Director | 08/07/2012 | 225,400 |
| VOELKER JAMES | Director | 08/06/2012 | 411,120 |
| VOELKER JAMES | Director | 08/07/2012 | 373,870 |
| VOELKER JAMES | Director | 08/06/2012 | 691,755 |
| VOELKER JAMES | Director | 07/11/2012 | 89,755 |
| VOELKER JAMES | Director | 07/11/2012 | 120,291 |
| VOELKER JAMES | Director | 07/10/2012 | 223,045 |
| VOELKER JAMES | Director | 07/09/2012 | 164,560 |
| VOELKER JAMES | Director | 07/06/2012 | 159,160 |
| VOELKER JAMES | Director | 07/10/2012 | 294,807 |
| VOELKER JAMES | Director | 07/09/2012 | 218,579 |
| VOELKER JAMES | Director | 07/06/2012 | 211,060 |
| Ruckelshaus William J | President and CEO | 06/15/2012 | 67,024 |
| SCHOEMAKER LINDA A | General Counsel & Secretary | 06/13/2012 | 6,257 |
| VOELKER JAMES | Director | 06/06/2012 | 562,920 |
| VOELKER JAMES | Director | 06/06/2012 | 750,765 |
| CUNNINGHAM JOHN E IV | Director | 05/17/2012 | 25,750 |
| Ruckelshaus William J | President and CEO | 05/15/2012 | 47,215 |
| TAFFER LEWIS M | Director | 05/15/2012 | 86,840 |
| TAFFER LEWIS M | Director | 05/14/2012 | 108,835 |
| TAFFER LEWIS M | Director | 05/15/2012 | 147,180 |
| TAFFER LEWIS M | Director | 05/14/2012 | 145,590 |
| VOELKER JAMES | Director | 05/04/2012 | 562,920 |
| VOELKER JAMES | Director | 05/04/2012 | 679,788 |
| VOELKER JAMES | Director | 04/05/2012 | 562,920 |
| VOELKER JAMES | Director | 04/05/2012 | 742,810 |
| Glover Michael John Boyd | VP, Distribution & Bus. Dev. | 04/01/2012 | 78,333 |
| Glover Michael John Boyd | VP, Distribution & Bus. Dev. | 03/29/2012 | 40,754 |
| EMANS ERIC MICHAEL | CFO and Treasurer | 04/01/2012 | 39,224 |
| EMANS ERIC MICHAEL | CFO and Treasurer | 03/29/2012 | 16,974 |
| McElfresh Travis | Chief Technology Officer | 03/20/2012 | 58,419 |
| SCHOEMAKER LINDA A | General Counsel & Secretary | 03/13/2012 | 7,755 |
| VOELKER JAMES | Director | 02/29/2012 | 138,000 |
| VOELKER JAMES | Director | 02/29/2012 | 178,650 |
| VOELKER JAMES | Director | 02/28/2012 | 138,000 |
| VOELKER JAMES | Director | 02/24/2012 | 138,000 |
| VOELKER JAMES | Director | 02/28/2012 | 180,000 |
| VOELKER JAMES | Director | 02/24/2012 | 180,000 |
| VOELKER JAMES | Director | 02/23/2012 | 142,600 |
| VOELKER JAMES | Director | 02/21/2012 | 128,850 |
| VOELKER JAMES | Director | 02/23/2012 | 183,675 |
| VOELKER JAMES | Director | 02/21/2012 | 187,705 |
| SCHOEMAKER LINDA A | General Counsel & Secretary | 12/13/2011 | 5,776 |
| Snyder Andrew Miles | Director | 11/23/2011 | 133,583 |
| Snyder Andrew Miles | Director | 11/22/2011 | 2,394 |
| Snyder Andrew Miles | Director | 11/21/2011 | 89,688 |
| Snyder Andrew Miles | Director | 11/18/2011 | 149,869 |
| Snyder Andrew Miles | Director | 11/17/2011 | 270,831 |
| Snyder Andrew Miles | Director | 11/16/2011 | 346,658 |
| Ruckelshaus William J | President and CEO | 11/11/2011 | 6,322 |
| Ruckelshaus William J | President and CEO | 11/11/2011 | 2,394 |
| Ruckelshaus William J | President and CEO | 10/11/2011 | 6,258 |
| Ruckelshaus William J | President and CEO | 10/11/2011 | 2,348 |
| Glover Michael John Boyd | VP, Distribution & Bus. Dev. | 10/01/2011 | 30,389 |
| EMANS ERIC MICHAEL | Interim CFO and Treasurer | 10/01/2011 | 12,899 |
| Hawthornthwaite Stephen P | VP, Corporate Development | 09/22/2011 | 63,318 |
| McElfresh Travis | Chief Technology Officer | 09/20/2011 | 80,393 |
| McElfresh Travis | Chief Technology Officer | 09/20/2011 | 165,183 |
| McElfresh Travis | Chief Technology Officer | 09/21/2011 | 109,084 |
| McElfresh Travis | Chief Technology Officer | 09/20/2011 | 186,981 |
| SCHOEMAKER LINDA A | interim General Counsel & Secy | 09/13/2011 | 5,344 |
| Ruckelshaus William J | President and CEO | 09/11/2011 | 6,508 |
| Ruckelshaus William J | President and CEO | 09/12/2011 | 2,438 |
| Ruckelshaus William J | President and CEO | 08/11/2011 | 6,494 |
| Ruckelshaus William J | President and CEO | 08/11/2011 | 2,422 |
| Ruckelshaus William J | President and CEO | 07/11/2011 | 6,687 |
| Ruckelshaus William J | President and CEO | 07/11/2011 | 2,550 |
| Ruckelshaus William J | President and CEO | 06/11/2011 | 6,165 |
| Ruckelshaus William J | President and CEO | 06/13/2011 | 2,353 |
| Ruckelshaus William J | President and CEO | 05/11/2011 | 17,707 |
| Ruckelshaus William J | President and CEO | 05/11/2011 | 2,539 |
| Behl Nikhil | CEO, Mercantila | 05/10/2011 | 102,585 |
| Hooper Steve | Director | 05/02/2011 | 8,976 |
| Ruckelshaus William J | President and Acting CEO | 04/11/2011 | 6,301 |
| Ruckelshaus William J | President and Acting CEO | 04/11/2011 | 2,402 |
| EMANS ERIC MICHAEL | Chief Accounting Officer | 04/01/2011 | 13,563 |
| Glover Michael John Boyd | VP, Distribution & Bus. Dev. | 04/01/2011 | 39,704 |
| BINDER DAVID BRADLEY | CFO and Treasurer | 04/01/2011 | 20,340 |
| Hawthornthwaite Stephen P | VP, Corporate Development | 03/22/2011 | 126,749 |
| Ruckelshaus William J | President and Acting CEO | 03/16/2011 | 2,233 |
| Ruckelshaus William J | President and Acting CEO | 03/11/2011 | 6,115 |
| Ruckelshaus William J | President and Acting CEO | 02/11/2011 | 9,469 |
| PINNEY ALESIA LEE | General Counsel and Secretary | 01/20/2011 | 39,082 |
| Ruckelshaus William J | President and Acting CEO | 01/11/2011 | 9,006 |
| BINDER DAVID BRADLEY | CFO and Treasurer | 01/02/2011 | 28,104 |
| EMANS ERIC MICHAEL | Chief Accounting Officer | 01/02/2011 | 19,671 |
| EMANS ERIC MICHAEL | Chief Accounting Officer | 01/04/2011 | 28,056 |
| VOELKER JAMES | Director | 12/31/2010 | 263,733 |
| VOELKER JAMES | Director | 12/29/2010 | 2,226,399 |
| VOELKER JAMES | Director | 12/31/2010 | 151,268 |
| HEARNEY RICHARD D | Director | 12/29/2010 | 170,738 |
| HEARNEY RICHARD D | Director | 12/29/2010 | 151,975 |
| Ruckelshaus William J | President and Acting CEO | 12/11/2010 | 9,055 |
| CUNNINGHAM JOHN E IV | Director | 12/06/2010 | 19,548 |
| EMANS ERIC MICHAEL | Chief Accounting Officer | 11/04/2010 | 28,393 |
| EMANS ERIC MICHAEL | Chief Accounting Officer | 11/03/2010 | 95,857 |
| EMANS ERIC MICHAEL | Chief Accounting Officer | 11/04/2010 | 36,791 |
| EMANS ERIC MICHAEL | Chief Accounting Officer | 11/03/2010 | 122,859 |
| Chang Leo S. | Chief Technology Officer | 10/15/2010 | 50,868 |
| Glover Michael John Boyd | VP, Distribution & Bus. Dev. | 10/06/2010 | 93,935 |
| EMANS ERIC MICHAEL | Chief Accounting Officer | 10/05/2010 | 64,990 |
| Glover Michael John Boyd | VP, Distribution & Bus. Dev. | 10/01/2010 | 55,047 |
| BINDER DAVID BRADLEY | CFO and Treasurer | 10/01/2010 | 28,200 |
| EMANS ERIC MICHAEL | Chief Accounting Officer | 10/01/2010 | 18,794 |
| EMANS ERIC MICHAEL | Chief Accounting Officer | 09/11/2010 | 2,599 |
| LANSING WILLIAM J | President and CEO | 08/02/2010 | 93,593 |
| PINNEY ALESIA LEE | General Counsel and Secretary | 07/20/2010 | 66,331 |
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CHANGE IN SHARES OUTSTANDING FOR BLUCORA INC
STOCK BUYBACKS FOR BLUCORA INC
Period of Report
Previous Period
% Change in Shares
10-K/10-Q Filings
Quarter
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Period of Report: 09/30/2023
10-K/10-Q Filings: View
Previous Period
% Change in Shares
Quarter
06/30/2023
-5.82%
1Q
06/30/2022
-24.17%
5Q
03/31/2022
-25.78%
6Q
12/31/2021
-20.07%
7Q
09/30/2021
-24.20%
8Q
06/30/2021
-25.24%
9Q
03/31/2021
-24.80%
10Q
12/31/2020
-23.25%
11Q
09/30/2020
-23.14%
12Q
06/30/2020
-23.23%
13Q
03/31/2020
-22.80%
14Q
12/31/2019
-23.62%
15Q
09/30/2019
-24.11%
16Q
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BUYBACK ANNOUNCEMENT(S) FOR BLUCORA INC
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