Avantax Inc

XNAS: AVTA

Watchlist

Portfolio

Share
-

Market Cap

-

PE TTM

-

PEG TTM

-

Price to Book

-0.3

Beta 1Year

Very Low volatility


Insider Trading disclosures for Avantax Inc

The latest disclosure was made by Stacy A. Murray in Avantax Inc where a trade of 264 Common Stock done at an average price of $22.1 was reported to US exchanges on June 26, 2023.

Insider trading is the trading of a company’s securities by individuals with access to confidential or material non-public information about the company. A company is required to report trading by corporate officers, directors, or other company members with significant access to privileged information to the Securities and Exchange Commission (SEC).

Client Name Client Category Action Reported to Exchange Quantity Post Transaction Holding Traded % Avg. Price Value Security Type
Stacy A. Murray Principal Accounting Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 22.14 per share. 26 Jun 2023 264 2,846 (0%) 0% 22.1 5,845 Common Stock
Christopher W. Walters Director, Chief Executive Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 23 May 2023 15,569 0 - - Stock Option (Right to Buy)
Christopher W. Walters Director, Chief Executive Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 21.75 per share. 23 May 2023 10,016 354,121 (0%) 0% 21.8 217,848 Common Stock
Christopher W. Walters Director, Chief Executive Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 8.96 per share. 23 May 2023 15,569 364,137 (0%) 0% 9.0 139,498 Common Stock
Christopher W. Walters Director, Chief Executive Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 21.25 per share. 21 May 2023 4,895 348,568 (0%) 0% 21.3 104,019 Common Stock
Todd C. Mackay President of Wealth Mgmt Payment of exercise price or tax liability using portion of securities received from the company at price $ 21.25 per share. 21 May 2023 2,457 147,916 (0%) 0% 21.2 52,211 Common Stock
Jana R. Schreuder Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 04 May 2023 6,084 42,566 (0%) 0% 0 Common Stock
Mark A. Ernst Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 04 May 2023 6,084 102,566 (0%) 0% 0 Common Stock
Georganne C. Proctor Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 04 May 2023 8,602 64,643 (0%) 0% 0 Common Stock
E. Carol Hayles Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 04 May 2023 6,084 42,980 (0%) 0% 0 Common Stock
J. Richard Leaman Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 04 May 2023 6,084 22,249 (0%) 0% 0 Common Stock
Karthik Rao Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 04 May 2023 6,084 41,412 (0%) 0% 0 Common Stock
Tina Perry Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 04 May 2023 6,084 31,763 (0%) 0% 0 Common Stock
Kanayalal A. Kotecha Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 04 May 2023 6,084 27,249 (0%) 0% 0 Common Stock
Marc Mehlman Chief Financial Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 0.00 per share. 27 Apr 2023 3,279 88,367 (0%) 0% 0 Common Stock
Stacy A. Murray Principal Accounting Officer Sale of securities on an exchange or to another person at price $ 29.04 per share. 28 Feb 2023 8,494 3,110 (0%) 0% 29.0 246,666 Common Stock
Tabitha T. Bailey Chief Legal Officer & Corp Sec Grant, award, or other acquisition of securities at price $ 0.00 per share. 02 Feb 2023 5,147 9,565 (0%) 0% 0 Common Stock
Christopher W. Walters Director, Chief Executive Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 27 Jan 2023 23,223 373,833 (0%) 0% 0 Common Stock
Christopher W. Walters Director, Chief Executive Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 29.04 per share. 27 Jan 2023 11,232 353,463 (0%) 0% 29.0 326,177 Common Stock
Christopher W. Walters Director, Chief Executive Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 29.35 per share. 27 Jan 2023 9,138 364,695 (0%) 0% 29.3 268,200 Common Stock
Todd C. Mackay President of Wealth Mgmt Payment of exercise price or tax liability using portion of securities received from the company at price $ 29.35 per share. 27 Jan 2023 1,698 150,373 (0%) 0% 29.3 49,836 Common Stock
Todd C. Mackay President of Wealth Mgmt Grant, award, or other acquisition of securities at price $ 0.00 per share. 27 Jan 2023 3,868 152,071 (0%) 0% 0 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Payment of exercise price or tax liability using portion of securities received from the company at price $ 26.26 per share. 09 Jan 2023 1,247 96,812 (0%) 0% 26.3 32,746 Common Stock
Stacy A. Murray Principal Accounting Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 26.26 per share. 09 Jan 2023 342 11,604 (0%) 0% 26.3 8,981 Common Stock
Todd C. Mackay President of Wealth Mgmt Payment of exercise price or tax liability using portion of securities received from the company at price $ 26.26 per share. 09 Jan 2023 1,374 148,203 (0%) 0% 26.3 36,081 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Payment of exercise price or tax liability using portion of securities received from the company at price $ 25.34 per share. 03 Jan 2023 2,843 101,595 (0%) 0% 25.3 72,042 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Payment of exercise price or tax liability using portion of securities received from the company at price $ 25.72 per share. 03 Jan 2023 3,536 98,059 (0%) 0% 25.7 90,946 Common Stock
Christopher W. Walters Director, Chief Executive Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 03 Jan 2023 102,604 102,604 - - Stock Option (Right to Buy)
Christopher W. Walters Director, Chief Executive Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 25.72 per share. 03 Jan 2023 14,614 350,610 (0%) 0% 25.7 375,872 Common Stock
Christopher W. Walters Director, Chief Executive Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 25.34 per share. 03 Jan 2023 4,911 365,224 (0%) 0% 25.3 124,445 Common Stock
Christopher W. Walters Director, Chief Executive Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 03 Jan 2023 39,463 370,135 (0%) 0% 0 Common Stock
Stacy A. Murray Principal Accounting Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 03 Jan 2023 1,947 3,892 - - Cash-Settled Restricted Stock Unit
Stacy A. Murray Principal Accounting Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 25.72 per share. 03 Jan 2023 599 11,946 (0%) 0% 25.7 15,406 Common Stock
Stacy A. Murray Principal Accounting Officer Sale or transfer of securities back to the company at price $ 25.34 per share. 03 Jan 2023 1,947 12,545 (0%) 0% 25.3 49,337 Common Stock
Stacy A. Murray Principal Accounting Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 03 Jan 2023 1,947 14,492 (0%) 0% - Common Stock
Stacy A. Murray Principal Accounting Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 03 Jan 2023 4,074 4,074 - - Cash-Settled Restricted Stock Unit
Todd C. Mackay President of Wealth Mgmt Payment of exercise price or tax liability using portion of securities received from the company at price $ 25.72 per share. 03 Jan 2023 2,568 149,577 (0%) 0% 25.7 66,049 Common Stock
Todd C. Mackay President of Wealth Mgmt Payment of exercise price or tax liability using portion of securities received from the company at price $ 23.34 per share. 03 Jan 2023 3,374 152,145 (0%) 0% 23.3 78,749 Common Stock
Todd C. Mackay President of Wealth Mgmt Grant, award, or other acquisition of securities at price $ 0.00 per share. 03 Jan 2023 22,908 155,519 (0%) 0% 0 Common Stock
Marc Mehlman Chief Financial Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 25.72 per share. 03 Jan 2023 1,514 91,646 (0%) 0% 25.7 38,940 Common Stock
Marc Mehlman Chief Financial Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 25.34 per share. 03 Jan 2023 2,616 93,160 (0%) 0% 25.3 66,289 Common Stock
Marc Mehlman Chief Financial Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 03 Jan 2023 19,731 95,776 (0%) 0% 0 Common Stock
Curtis A. Campbell President Software Payment of exercise price or tax liability using portion of securities received from the company at price $ 22.59 per share. 18 Dec 2022 1,792 100,038 (0%) 0% 22.6 40,481 Common Stock
Curtis A. Campbell President Software Payment of exercise price or tax liability using portion of securities received from the company at price $ 22.59 per share. 18 Dec 2022 4,306 103,380 (0%) 0% 22.6 97,273 Common Stock
Curtis A. Campbell President Software Payment of exercise price or tax liability using portion of securities received from the company at price $ 22.59 per share. 18 Dec 2022 2,276 101,104 (0%) 0% 22.6 51,415 Common Stock
Curtis A. Campbell President Software Payment of exercise price or tax liability using portion of securities received from the company at price $ 22.59 per share. 18 Dec 2022 3,829 97,275 (0%) 0% 22.6 86,497 Common Stock
Curtis A. Campbell President Software Grant, award, or other acquisition of securities at price $ 0.00 per share. 18 Dec 2022 4,555 101,830 (0%) 0% 0 Common Stock
Kanayalal A. Kotecha Director Purchase of securities on an exchange or from another person at price $ 23.73 per share. 17 Nov 2022 5,000 19,952 (0%) 0% 23.7 118,650 Common Stock
Stacy A. Murray Principal Accounting Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 18.44 per share. 26 Jun 2022 264 12,545 (0%) 0% 18.4 4,868 Common Stock
Todd C. Mackay President of Wealth Mgmt Payment of exercise price or tax liability using portion of securities received from the company at price $ 16.54 per share. 14 Jun 2022 681 132,611 (0%) 0% 16.5 11,264 Common Stock
Christopher W. Walters Director, Chief Executive Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 16.01 per share. 27 May 2022 10,118 340,136 (0%) 0% 16.0 161,989 Common Stock
Christopher W. Walters Director, Chief Executive Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 27 May 2022 10,118 0 - - Stock Option (Right to Buy)
Christopher W. Walters Director, Chief Executive Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 17.92 per share. 27 May 2022 9,464 330,672 (0%) 0% 17.9 169,595 Common Stock
Jana R. Schreuder Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 23 May 2022 1,213 36,482 (0%) 0% 0 Common Stock
Mark A. Ernst Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 23 May 2022 1,213 96,482 (0%) 0% 0 Common Stock
Georganne C. Proctor Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 23 May 2022 1,820 58,809 (0%) 0% 0 Common Stock
E. Carol Hayles Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 23 May 2022 1,213 36,896 (0%) 0% 0 Common Stock
J. Richard Leaman Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 23 May 2022 1,213 16,165 (0%) 0% 0 Common Stock
Mary S. Zappone Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 23 May 2022 1,213 63,639 (0%) 0% 0 Common Stock
Steven Aldrich Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 23 May 2022 1,213 46,680 (0%) 0% 0 Common Stock
Karthik Rao Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 23 May 2022 1,213 35,328 (0%) 0% 0 Common Stock
Tina Perry Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 23 May 2022 1,213 25,679 (0%) 0% 0 Common Stock
Kanayalal A. Kotecha Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 23 May 2022 1,213 21,165 (0%) 0% 0 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Payment of exercise price or tax liability using portion of securities received from the company at price $ 16.43 per share. 21 May 2022 1,786 104,438 (0%) 0% 16.4 29,344 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Gift of securities by or to the insider at price $ 0.00 per share. 21 May 2022 3,006 106,224 (0%) 0% 0 Common Stock
Christopher W. Walters Director, Chief Executive Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 16.43 per share. 21 May 2022 4,893 330,018 (0%) 0% 16.4 80,392 Common Stock
Curtis A. Campbell President Software Payment of exercise price or tax liability using portion of securities received from the company at price $ 16.43 per share. 21 May 2022 2,679 107,686 (0%) 0% 16.4 44,016 Common Stock
Todd C. Mackay President of Wealth Mgmt Payment of exercise price or tax liability using portion of securities received from the company at price $ 16.43 per share. 21 May 2022 2,456 133,292 (0%) 0% 16.4 40,352 Common Stock
Marc Mehlman Chief Financial Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 20.22 per share. 27 Apr 2022 2,028 76,045 (0%) 0% 20.2 41,006 Common Stock
Jana R. Schreuder Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 20 Apr 2022 5,946 35,269 (0%) 0% 0 Common Stock
Mark A. Ernst Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 20 Apr 2022 5,946 95,269 (0%) 0% 0 Common Stock
Georganne C. Proctor Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 20 Apr 2022 8,325 56,989 (0%) 0% 0 Common Stock
E. Carol Hayles Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 20 Apr 2022 5,946 35,683 (0%) 0% 0 Common Stock
J. Richard Leaman Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 20 Apr 2022 5,946 14,952 (0%) 0% 0 Common Stock
Mary S. Zappone Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 20 Apr 2022 5,946 62,426 (0%) 0% 0 Common Stock
Steven Aldrich Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 20 Apr 2022 5,946 45,467 (0%) 0% 0 Common Stock
Karthik Rao Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 20 Apr 2022 5,946 34,115 (0%) 0% 0 Common Stock
Tina Perry Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 20 Apr 2022 5,946 24,466 (0%) 0% 0 Common Stock
Kanayalal A. Kotecha Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 20 Apr 2022 5,946 14,952 (0%) 0% 0 Common Stock
J. Richard Leaman Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 11 Mar 2022 805 9,006 (0%) 0% 0 Common Stock
J. Richard Leaman Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 11 Mar 2022 8,201 8,201 (0%) 0% 0 Common Stock
Todd C. Mackay President of Wealth Mgmt Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 02 Mar 2022 10,141 0 - - Stock Option (Right to Buy)
Todd C. Mackay President of Wealth Mgmt Exercise or conversion of derivative security received from the company (such as an option) at price $ 16.32 per share. 02 Mar 2022 21,119 144,043 (0%) 0% 16.3 344,662 Common Stock
Todd C. Mackay President of Wealth Mgmt Payment of exercise price or tax liability using portion of securities received from the company at price $ 19.87 per share. 02 Mar 2022 18,436 125,607 (0%) 0% 19.9 366,323 Common Stock
Todd C. Mackay President of Wealth Mgmt Exercise or conversion of derivative security received from the company (such as an option) at price $ 10.67 per share. 02 Mar 2022 10,141 135,748 (0%) 0% 10.7 108,204 Common Stock
Todd C. Mackay President of Wealth Mgmt Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 02 Mar 2022 21,119 0 - - Stock Option (Right to Buy)
Ann J. Bruder Chief Legal Officer & Secy Exercise or conversion of derivative security received from the company (such as an option) at price $ 11.30 per share. 01 Mar 2022 12,710 116,604 (0%) 0% 11.3 143,623 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 01 Mar 2022 10,543 21,090 - - Stock Options (Right to Buy)
Ann J. Bruder Chief Legal Officer & Secy Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 01 Mar 2022 12,710 25,424 - - Stock Option (Right to Buy)
Ann J. Bruder Chief Legal Officer & Secy Payment of exercise price or tax liability using portion of securities received from the company at price $ 19.64 per share. 01 Mar 2022 8,858 109,230 (0%) 0% 19.6 173,971 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Payment of exercise price or tax liability using portion of securities received from the company at price $ 19.64 per share. 01 Mar 2022 9,059 118,088 (0%) 0% 19.6 177,919 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Exercise or conversion of derivative security received from the company (such as an option) at price $ 15.00 per share. 01 Mar 2022 10,543 127,147 (0%) 0% 15 158,145 Common Stock
Mary S. Zappone Director Exercise or conversion of derivative security received from the company (such as an option) at price $ 14.39 per share. 01 Mar 2022 10,945 66,190 (0%) 0% 14.4 157,499 Common Stock
Mary S. Zappone Director Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 01 Mar 2022 2,308 0 - - Stock Options (Right to Buy)
Mary S. Zappone Director Exercise or conversion of derivative security received from the company (such as an option) at price $ 14.39 per share. 01 Mar 2022 2,308 55,245 (0%) 0% 14.4 33,212 Common Stock
Mary S. Zappone Director Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 01 Mar 2022 10,945 0 - - Stock Option (Right to Buy)
Mary S. Zappone Director Payment of exercise price or tax liability using portion of securities received from the company at price $ 19.64 per share. 01 Mar 2022 1,691 64,499 (0%) 0% 19.6 33,211 Common Stock
Mary S. Zappone Director Payment of exercise price or tax liability using portion of securities received from the company at price $ 19.64 per share. 01 Mar 2022 8,019 56,480 (0%) 0% 19.6 157,493 Common Stock
Christopher W. Walters Director, Chief Executive Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 15.80 per share. 30 Jan 2022 9,929 334,911 (0%) 0% 15.8 156,878 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Payment of exercise price or tax liability using portion of securities received from the company at price $ 16.99 per share. 09 Jan 2022 1,247 106,894 (0%) 0% 17.0 21,187 Common Stock
Stacy A. Murray Principal Accounting Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 16.99 per share. 09 Jan 2022 342 12,809 (0%) 0% 17.0 5,811 Common Stock
Curtis A. Campbell President Software Payment of exercise price or tax liability using portion of securities received from the company at price $ 16.99 per share. 09 Jan 2022 1,408 108,563 (0%) 0% 17.0 23,922 Common Stock
Todd C. Mackay President of Wealth Mgmt Payment of exercise price or tax liability using portion of securities received from the company at price $ 16.99 per share. 09 Jan 2022 1,373 122,924 (0%) 0% 17.0 23,327 Common Stock
Christopher W. Walters Director, Chief Executive Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 17.80 per share. 03 Jan 2022 11,232 344,840 (0%) 0% 17.8 199,930 Common Stock
Christopher W. Walters Director, Chief Executive Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 03 Jan 2022 135,746 135,746 - - Stock Option (Right to Buy)
Christopher W. Walters Director, Chief Executive Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 03 Jan 2022 56,561 356,072 (0%) 0% 0 Common Stock
Stacy A. Murray Principal Accounting Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 03 Jan 2022 5,839 5,839 - - Cash-Settled Restricted Stock Unit
Stacy A. Murray Principal Accounting Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 17.80 per share. 03 Jan 2022 599 13,151 (0%) 0% 17.8 10,662 Common Stock
Marc Mehlman Chief Financial Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 17.80 per share. 03 Jan 2022 1,844 78,073 (0%) 0% 17.8 32,823 Common Stock
Marc Mehlman Chief Financial Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 03 Jan 2022 28,280 79,917 (0%) 0% 0 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Grant, award, or other acquisition of securities at price $ 0.00 per share. 02 Jan 2022 23,388 111,929 (0%) 0% 0 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Payment of exercise price or tax liability using portion of securities received from the company at price $ 17.80 per share. 02 Jan 2022 3,788 108,141 (0%) 0% 17.8 67,426 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Payment of exercise price or tax liability using portion of securities received from the company at price $ 17.32 per share. 02 Jan 2022 1,160 88,541 (0%) 0% 17.3 20,091 Common Stock
Curtis A. Campbell President Software Grant, award, or other acquisition of securities at price $ 0.00 per share. 02 Jan 2022 32,833 112,510 (0%) 0% 0 Common Stock
Curtis A. Campbell President Software Payment of exercise price or tax liability using portion of securities received from the company at price $ 17.80 per share. 02 Jan 2022 2,539 109,971 (0%) 0% 17.8 45,194 Common Stock
Curtis A. Campbell President Software Payment of exercise price or tax liability using portion of securities received from the company at price $ 17.32 per share. 02 Jan 2022 1,389 79,677 (0%) 0% 17.3 24,057 Common Stock
Todd C. Mackay President of Wealth Mgmt Grant, award, or other acquisition of securities at price $ 0.00 per share. 02 Jan 2022 31,702 127,202 (0%) 0% 0 Common Stock
Todd C. Mackay President of Wealth Mgmt Payment of exercise price or tax liability using portion of securities received from the company at price $ 17.80 per share. 02 Jan 2022 2,905 124,297 (0%) 0% 17.8 51,709 Common Stock
Todd C. Mackay President of Wealth Mgmt Payment of exercise price or tax liability using portion of securities received from the company at price $ 17.32 per share. 02 Jan 2022 538 95,500 (0%) 0% 17.3 9,318 Common Stock
Christopher W. Walters Director, Chief Executive Officer Purchase of securities on an exchange or from another person at price $ 16.73 per share. 14 Dec 2021 10,000 299,511 (0%) 0% 16.7 167,300 Common Stock
Mark A. Ernst Director Purchase of securities on an exchange or from another person at price $ 16.22 per share. 13 Dec 2021 19,978 89,323 (0%) 0% 16.2 324,043 Common Stock
Mark A. Ernst Director Purchase of securities on an exchange or from another person at price $ 16.36 per share. 13 Dec 2021 12,022 69,345 (0%) 0% 16.4 196,680 Common Stock
Mark A. Ernst Director Purchase of securities on an exchange or from another person at price $ 16.93 per share. 13 Dec 2021 18,000 57,323 (0%) 0% 16.9 304,740 Common Stock
Stacy A. Murray Principal Accounting Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 17.79 per share. 26 Jun 2021 264 13,750 (0%) 0% 17.8 4,697 Common Stock
Todd Mackay President of Wealth Mgmt Payment of exercise price or tax liability using portion of securities received from the company at price $ 16.95 per share. 14 Jun 2021 3,334 98,205 (0%) 0% 16.9 56,511 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Payment of exercise price or tax liability using portion of securities received from the company at price $ 16.37 per share. 21 May 2021 1,468 91,208 (0%) 0% 16.4 24,031 Common Stock
Christopher W. Walters Director, Chief Executive Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 16.37 per share. 21 May 2021 4,893 289,511 (0%) 0% 16.4 80,098 Common Stock
Curtis A. Campbell President Software Payment of exercise price or tax liability using portion of securities received from the company at price $ 16.37 per share. 21 May 2021 1,657 81,066 (0%) 0% 16.4 27,125 Common Stock
Todd Mackay President of Wealth Mgmt Payment of exercise price or tax liability using portion of securities received from the company at price $ 16.37 per share. 21 May 2021 1,622 101,539 (0%) 0% 16.4 26,552 Common Stock
Marc Mehlman Chief Financial Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 14.46 per share. 27 Apr 2021 2,029 41,637 (0%) 0% 14.5 29,339 Common Stock
Jana R. Schreuder Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 26 Apr 2021 8,012 29,323 (0%) 0% 0 Common Stock
Mark A. Ernst Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 26 Apr 2021 8,012 39,323 (0%) 0% 0 Common Stock
Georganne C. Proctor Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 26 Apr 2021 11,217 45,639 (0%) 0% 0 Common Stock
E. Carol Hayles Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 26 Apr 2021 8,012 29,737 (0%) 0% 0 Common Stock
John MacIlwaine Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 26 Apr 2021 8,012 29,737 (0%) 0% 0 Common Stock
Mary S. Zappone Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 26 Apr 2021 8,012 52,937 (0%) 0% 0 Common Stock
Steven Aldrich Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 26 Apr 2021 8,012 39,521 (0%) 0% 0 Common Stock
Karthik Rao Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 26 Apr 2021 8,012 28,169 (0%) 0% 0 Common Stock
Tina Perry Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 26 Apr 2021 8,012 18,520 (0%) 0% 0 Common Stock
Tina Perry Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 01 Mar 2021 10,508 10,508 (0%) 0% 0 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Payment of exercise price or tax liability using portion of securities received from the company at price $ 16.18 per share. 20 Feb 2021 1,909 92,676 (0%) 0% 16.2 30,888 Common Stock
Todd Mackay President of Wealth Mgmt Payment of exercise price or tax liability using portion of securities received from the company at price $ 16.18 per share. 20 Feb 2021 499 103,161 (0%) 0% 16.2 8,074 Common Stock
Stacy A. Murray Principal Accounting Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 16.56 per share. 31 Jan 2021 657 14,014 (0%) 0% 16.6 10,880 Common Stock
Christopher W. Walters Director, Chief Executive Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 16.56 per share. 30 Jan 2021 7,184 294,404 (0%) 0% 16.6 118,967 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Payment of exercise price or tax liability using portion of securities received from the company at price $ 16.05 per share. 09 Jan 2021 1,721 94,585 (0%) 0% 16.0 27,622 Common Stock
Stacy A. Murray Principal Accounting Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 16.05 per share. 09 Jan 2021 342 14,671 (0%) 0% 16.0 5,489 Common Stock
Curtis A. Campbell President Software Payment of exercise price or tax liability using portion of securities received from the company at price $ 16.05 per share. 09 Jan 2021 1,613 82,723 (0%) 0% 16.1 25,889 Common Stock
Todd Mackay President of Wealth Mgmt Payment of exercise price or tax liability using portion of securities received from the company at price $ 16.05 per share. 09 Jan 2021 1,629 103,660 (0%) 0% 16.0 26,145 Common Stock
Christopher W. Walters Director, Chief Executive Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 04 Jan 2021 216,666 216,666 - - Stock Option (Right to Buy)
Christopher W. Walters Director, Chief Executive Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 04 Jan 2021 133,333 301,588 (0%) 0% 0 Common Stock
Stacy A. Murray Principal Accounting Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 04 Jan 2021 6,066 15,013 (0%) 0% 0 Common Stock
Marc Mehlman Chief Financial Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 04 Jan 2021 18,666 43,666 (0%) 0% 0 Common Stock
Marc Mehlman Chief Financial Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 04 Jan 2021 30,333 30,333 - - Common Stock
Ann J. Bruder Chief Legal Officer & Secy Grant, award, or other acquisition of securities at price $ 0.00 per share. 02 Jan 2021 32,799 96,306 (0%) 0% 0 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Grant, award, or other acquisition of securities at price $ 0.00 per share. 02 Jan 2021 31,633 31,633 - - Stock Options (Right to Buy)
Ann J. Bruder Chief Legal Officer & Secy Payment of exercise price or tax liability using portion of securities received from the company at price $ 15.19 per share. 02 Jan 2021 1,376 63,507 (0%) 0% 15.2 20,901 Common Stock
Curtis A. Campbell President Software Grant, award, or other acquisition of securities at price $ 0.00 per share. 02 Jan 2021 29,200 84,336 (0%) 0% 0 Common Stock
Curtis A. Campbell President Software Grant, award, or other acquisition of securities at price $ 0.00 per share. 02 Jan 2021 47,450 47,450 - - Stock Option (Right to Buy)
Curtis A. Campbell President Software Payment of exercise price or tax liability using portion of securities received from the company at price $ 15.19 per share. 02 Jan 2021 1,389 55,136 (0%) 0% 15.2 21,099 Common Stock
Todd Mackay President of Wealth Mgmt Payment of exercise price or tax liability using portion of securities received from the company at price $ 15.06 per share. 24 Dec 2020 8,120 79,493 (0%) 0% 15.1 122,287 Common Stock
Mark A. Ernst Director Purchase of securities on an exchange or from another person at price $ 10.50 per share. 08 Sep 2020 6,000 14,000 (0%) 0% 10.5 63,000 Common Stock
Mark A. Ernst Director Purchase of securities on an exchange or from another person at price $ 10.80 per share. 08 Sep 2020 1,000 8,000 (0%) 0% 10.8 10,795 Common Stock
Karthik Rao Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 28 Aug 2020 20,157 20,157 (0%) 0% 0 Common Stock
Marc Mehlman Chief Financial Officer Purchase of securities on an exchange or from another person at price $ 11.55 per share. 12 Aug 2020 2,025 2,025 (0%) 0% 11.6 23,398 Common Stock
Christopher W. Walters Director, Chief Executive Officer Purchase of securities on an exchange or from another person at price $ 11.68 per share. 11 Aug 2020 8,000 168,255 (0%) 0% 11.7 93,440 Common Stock
Christopher W. Walters Director, Chief Executive Officer Purchase of securities on an exchange or from another person at price $ 11.44 per share. 11 Aug 2020 8,000 160,255 (0%) 0% 11.4 91,536 Common Stock
Mark A. Ernst Director Purchase of securities on an exchange or from another person at price $ 10.68 per share. 10 Aug 2020 7,000 7,000 (0%) 0% 10.7 74,746 Common Stock
Todd Mackay President of Wealth Mgmt Payment of exercise price or tax liability using portion of securities received from the company at price $ 11.48 per share. 30 Jun 2020 270 87,613 (0%) 0% 11.5 3,100 Common Stock
Todd Mackay President of Wealth Mgmt Payment of exercise price or tax liability using portion of securities received from the company at price $ 11.42 per share. 30 Jun 2020 218 87,883 (0%) 0% 11.4 2,490 Common Stock
Stacy A. Murray Principal Accounting Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 26 Jun 2020 3,264 8,947 (0%) 0% 0 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Payment of exercise price or tax liability using portion of securities received from the company at price $ 11.68 per share. 19 Jun 2020 1,057 64,883 (0%) 0% 11.7 12,346 Common Stock
Todd Mackay President of Wealth Mgmt Payment of exercise price or tax liability using portion of securities received from the company at price $ 12.98 per share. 14 Jun 2020 450 88,101 (0%) 0% 13.0 5,843 Common Stock
Jana R. Schreuder Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 21 May 2020 11,061 21,311 (0%) 0% 0 Common Stock
Mark A. Ernst Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 21 May 2020 11,061 31,311 (0%) 0% 0 Common Stock
Georganne C. Proctor Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 21 May 2020 15,486 34,422 (0%) 0% 0 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Payment of exercise price or tax liability using portion of securities received from the company at price $ 11.30 per share. 21 May 2020 1,624 52,321 (0%) 0% 11.3 18,351 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Grant, award, or other acquisition of securities at price $ 0.00 per share. 21 May 2020 8,259 53,945 (0%) 0% 0 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Grant, award, or other acquisition of securities at price $ 0.00 per share. 21 May 2020 38,134 38,134 - - Stock Option (Right to Buy)
Ann J. Bruder Chief Legal Officer & Secy Grant, award, or other acquisition of securities at price $ 0.00 per share. 21 May 2020 13,619 65,940 (0%) 0% 0 Common Stock
E. Carol Hayles Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 21 May 2020 11,061 21,725 (0%) 0% 0 Common Stock
Christopher W. Walters Director, Chief Executive Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 21 May 2020 37,313 152,255 (0%) 0% 0 Common Stock
Christopher W. Walters Director, Chief Executive Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 21 May 2020 104,477 104,477 - - Stock Option (Right to Buy)
John MacIlwaine Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 21 May 2020 11,061 21,725 (0%) 0% 0 Common Stock
Mary S. Zappone Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 21 May 2020 11,061 44,925 (0%) 0% 0 Common Stock
Steven Aldrich Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 21 May 2020 11,061 31,509 (0%) 0% 0 Common Stock
Curtis Campbell President Software Grant, award, or other acquisition of securities at price $ 0.00 per share. 21 May 2020 57,201 57,201 - - Stock Option (Right to Buy)
Curtis Campbell President Software Grant, award, or other acquisition of securities at price $ 0.00 per share. 21 May 2020 20,429 56,525 (0%) 0% 0 Common Stock
Todd Mackay President of Wealth Mgmt Grant, award, or other acquisition of securities at price $ 0.00 per share. 21 May 2020 47,014 47,014 - - Stock Option (Right to Buy)
Todd Mackay President of Wealth Mgmt Grant, award, or other acquisition of securities at price $ 0.00 per share. 21 May 2020 10,069 73,218 (0%) 0% 0 Common Stock
Todd Mackay President of Wealth Mgmt Payment of exercise price or tax liability using portion of securities received from the company at price $ 11.30 per share. 21 May 2020 1,458 71,760 (0%) 0% 11.3 16,475 Common Stock
Todd Mackay President of Wealth Mgmt Grant, award, or other acquisition of securities at price $ 0.00 per share. 21 May 2020 16,791 88,551 (0%) 0% 0 Common Stock
Marc Mehlman Chief Financial Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 27 Apr 2020 70,000 70,000 - - Stock Option (Right to Buy)
Marc Mehlman Chief Financial Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 27 Apr 2020 25,000 25,000 (0%) 0% 0 Common Stock
Mimi Carsley Interim CFO Grant, award, or other acquisition of securities at price $ 0.00 per share. 16 Mar 2020 30,647 30,647 (0%) 0% 0 Common Stock
Jana R. Schreuder Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 01 Mar 2020 10,250 10,250 (0%) 0% 0 Common Stock
Mark A. Ernst Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 01 Mar 2020 10,250 20,250 (0%) 0% 0 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Payment of exercise price or tax liability using portion of securities received from the company at price $ 22.47 per share. 20 Feb 2020 2,322 45,686 (0%) 0% 22.5 52,175 Common Stock
Todd Mackay Chief Bus. Dev & Ops Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 22.47 per share. 20 Feb 2020 499 63,149 (0%) 0% 22.5 11,213 Common Stock
Christopher W. Walters Director, Chief Executive Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 30 Jan 2020 85,616 114,942 (0%) 0% 0 Common Stock
Christopher W. Walters Director, Chief Executive Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 30 Jan 2020 165,782 165,782 - - Stock Option (Right to Buy)
Transient C. Taylor Chief HR Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 09 Jan 2020 21,235 32,273 (0%) 0% 0 Common Stock
Transient C. Taylor Chief HR Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 09 Jan 2020 21,954 21,954 - - Stock Option (Right to Buy)
Ann J. Bruder Chief Legal Officer & Secy Grant, award, or other acquisition of securities at price $ 0.00 per share. 09 Jan 2020 11,568 48,008 (0%) 0% 0 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Grant, award, or other acquisition of securities at price $ 0.00 per share. 09 Jan 2020 22,414 22,414 - - Stock Option (Right to Buy)
Michael P. Hogan Pres. Tax-Smart Innovation Grant, award, or other acquisition of securities at price $ 0.00 per share. 09 Jan 2020 29,937 29,937 - - Stock Option (Right to Buy)
Michael P. Hogan Pres. Tax-Smart Innovation Grant, award, or other acquisition of securities at price $ 0.00 per share. 09 Jan 2020 15,451 44,104 (0%) 0% 0 Common Stock
Stacy A. Murray Principal Accounting Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 09 Jan 2020 3,466 3,466 (0%) 0% 0 Common Stock
Curtis Campbell President, TaxAct Grant, award, or other acquisition of securities at price $ 0.00 per share. 09 Jan 2020 17,353 36,096 (0%) 0% 0 Common Stock
Curtis Campbell President, TaxAct Grant, award, or other acquisition of securities at price $ 0.00 per share. 09 Jan 2020 33,622 33,622 - - Stock Option (Right to Buy)
Todd Mackay Chief Bus. Dev & Ops Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 09 Jan 2020 14,263 63,648 (0%) 0% 0 Common Stock
Todd Mackay Chief Bus. Dev & Ops Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 09 Jan 2020 27,634 27,634 - - Stock Option (Right to Buy)
Enrique M. Vasquez President of Wealth Management Grant, award, or other acquisition of securities at price $ 0.00 per share. 09 Jan 2020 17,353 24,478 (0%) 0% 0 Common Stock
Enrique M. Vasquez President of Wealth Management Grant, award, or other acquisition of securities at price $ 0.00 per share. 09 Jan 2020 33,622 33,622 - - Stock Option (Right to Buy)
John S. Clendening Director, President and CEO Payment of exercise price or tax liability using portion of securities received from the company at price $ 26.00 per share. 02 Jan 2020 6,054 637,413 (1%) 0% 26 157,404 Common Stock
John S. Clendening Director, President and CEO Payment of exercise price or tax liability using portion of securities received from the company at price $ 25.73 per share. 02 Jan 2020 3,116 634,297 (1%) 0% 25.7 80,175 Common Stock
Transient C. Taylor Chief HR Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 26.00 per share. 02 Jan 2020 877 11,038 (0%) 0% 26 22,802 Common Stock
Davinder Athwal Chief Financial Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 26.00 per share. 02 Jan 2020 1,600 44,681 (0%) 0% 26 41,600 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Payment of exercise price or tax liability using portion of securities received from the company at price $ 26.00 per share. 02 Jan 2020 1,376 36,440 (0%) 0% 26 35,776 Common Stock
Michael P. Hogan Pres. Tax-Smart Innovation Payment of exercise price or tax liability using portion of securities received from the company at price $ 26.00 per share. 02 Jan 2020 1,278 28,653 (0%) 0% 26 33,228 Common Stock
Curtis Campbell President, TaxAct Payment of exercise price or tax liability using portion of securities received from the company at price $ 26.00 per share. 02 Jan 2020 1,389 18,743 (0%) 0% 26 36,114 Common Stock
Todd C. Mackay Chief Bus. Dev & Ops Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 26.14 per share. 31 Dec 2019 320 49,924 (0%) 0% 26.1 8,365 Common Stock
Todd C. Mackay Chief Bus. Dev & Ops Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 26.00 per share. 31 Dec 2019 539 49,385 (0%) 0% 26 14,014 Common Stock
Todd C. Mackay Chief Bus. Dev & Ops Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 26.14 per share. 31 Dec 2019 331 50,244 (0%) 0% 26.1 8,652 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Payment of exercise price or tax liability using portion of securities received from the company at price $ 25.10 per share. 19 Dec 2019 1,057 37,816 (0%) 0% 25.1 26,531 Common Stock
John S. Clendening Director, President and CEO Sale of securities on an exchange or to another person at price $ 24.92 per share. 16 Dec 2019 14,250 643,467 (1%) 0% 24.9 355,110 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 16 Dec 2019 7,500 4,499 - - Stock Option (Right to Buy)
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 4.98 per share. 16 Dec 2019 7,500 657,717 (1%) 0% 5.0 37,350 Common Stock
Curtis A. Campbell President, TaxAct Payment of exercise price or tax liability using portion of securities received from the company at price $ 22.30 per share. 05 Nov 2019 1,954 20,132 (0%) 0% 22.3 43,574 Common Stock
Michael P. Hogan Pres. Tax-Smart Innovation Payment of exercise price or tax liability using portion of securities received from the company at price $ 21.85 per share. 29 Oct 2019 658 28,265 (0%) 0% 21.8 14,377 Common Stock
Transient C. Taylor Chief HR Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 20.86 per share. 15 Oct 2019 999 11,915 (0%) 0% 20.9 20,839 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 07 Oct 2019 37,500 11,999 - - Stock Option (Right to Buy)
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 4.98 per share. 07 Oct 2019 37,500 704,467 (1%) 0% 5.0 186,750 Common Stock
John S. Clendening Director, President and CEO Sale of securities on an exchange or to another person at price $ 21.20 per share. 07 Oct 2019 54,250 650,217 (1%) 0% 21.2 1,150,100 Common Stock
John S. Clendening Director, President and CEO Sale of securities on an exchange or to another person at price $ 29.01 per share. 16 Jul 2019 54,250 666,967 (1%) 0% 29.0 1,573,793 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 4.98 per share. 16 Jul 2019 37,500 721,217 (1%) 0% 5.0 186,750 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 16 Jul 2019 10,000 49,499 - - Stock Option (Right to Buy)
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 16 Jul 2019 37,500 59,499 - - Stock Option (Right to Buy)
John S. Clendening Director, President and CEO Sale of securities on an exchange or to another person at price $ 29.23 per share. 16 Jul 2019 10,000 666,967 (1%) 0% 29.2 292,300 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 4.98 per share. 16 Jul 2019 10,000 676,967 (1%) 0% 5.0 49,800 Common Stock
John S. Clendening Director, President and CEO Payment of exercise price or tax liability using portion of securities received from the company at price $ 29.81 per share. 03 Jul 2019 5,035 683,717 (1%) 0% 29.8 150,093 Common Stock
Todd C. Mackay Chief Bus. Dev & Ops Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 30.37 per share. 30 Jun 2019 332 50,985 (0%) 0% 30.4 10,083 Common Stock
Todd C. Mackay Chief Bus. Dev & Ops Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 30.18 per share. 30 Jun 2019 410 50,575 (0%) 0% 30.2 12,374 Common Stock
Georganne C. Proctor Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 28 Jun 2019 1,488 16,168 (0%) 0% 0 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Payment of exercise price or tax liability using portion of securities received from the company at price $ 30.94 per share. 19 Jun 2019 1,058 38,873 (0%) 0% 30.9 32,735 Common Stock
Todd C. Mackay Chief Bus. Dev & Ops Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 14 Jun 2019 9,984 46,656 (0%) 0% 0 Common Stock
Todd C. Mackay Chief Bus. Dev & Ops Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 14 Jun 2019 9,031 9,031 - - Stock Option (Right to Buy)
Todd C. Mackay Chief Bus. Dev & Ops Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 14 Jun 2019 4,661 51,317 (0%) 0% 0 Common Stock
Mary S. Zappone Director Sale of securities on an exchange or to another person at price $ 31.52 per share. 04 Jun 2019 6,432 33,864 (0%) 0% 31.5 202,737 Common Stock
Enrique M. Vasquez President of Wealth Management Grant, award, or other acquisition of securities at price $ 0.00 per share. 03 Jun 2019 13,805 13,805 - - Stock Option (Right to Buy)
Enrique M. Vasquez President of Wealth Management Grant, award, or other acquisition of securities at price $ 0.00 per share. 03 Jun 2019 7,125 7,125 (0%) 0% 0 Common Stock
William L. Atwell Director Exercise or conversion of derivative security received from the company (such as an option) at price $ 16.55 per share. 28 May 2019 1,877 42,957 (0%) 0% 16.5 31,064 Common Stock
William L. Atwell Director Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 28 May 2019 625 0 - - Stock Option (Right to Buy)
William L. Atwell Director Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 28 May 2019 1,877 0 - - Stock Option (Right to Buy)
William L. Atwell Director Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 28 May 2019 5,438 2,719 - - Stock Option (Right to Buy)
William L. Atwell Director Sale of securities on an exchange or to another person at price $ 32.22 per share. 28 May 2019 4,126 39,456 (0%) 0% 32.2 132,940 Common Stock
William L. Atwell Director Exercise or conversion of derivative security received from the company (such as an option) at price $ 16.55 per share. 28 May 2019 625 43,582 (0%) 0% 16.6 10,344 Common Stock
William L. Atwell Director Exercise or conversion of derivative security received from the company (such as an option) at price $ 16.55 per share. 28 May 2019 5,438 41,080 (0%) 0% 16.6 89,999 Common Stock
William L. Atwell Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 23 May 2019 5,560 35,642 (0%) 0% 0 Common Stock
Georganne C. Proctor Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 23 May 2019 3,972 17,448 (0%) 0% 0 Common Stock
E. Carol Hayles Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 23 May 2019 3,972 10,664 (0%) 0% 0 Common Stock
H. McIntyre Gardner Director Sale of securities on an exchange or to another person at price $ 32.05 per share. 23 May 2019 2,500 16,189 (0%) 0% 32.1 80,137 Common Stock
H. McIntyre Gardner Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 23 May 2019 3,972 18,689 (0%) 0% 0 Common Stock
Christopher W. Walters Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 23 May 2019 3,972 29,326 (0%) 0% 0 Common Stock
John MacIlwaine Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 23 May 2019 3,972 10,664 (0%) 0% 0 Common Stock
Mary S. Zappone Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 23 May 2019 3,972 40,296 (0%) 0% 0 Common Stock
Steven Aldrich Director Grant, award, or other acquisition of securities at price $ 0.00 per share. 23 May 2019 3,972 20,448 (0%) 0% 0 Common Stock
John S. Clendening Director, President and CEO Sale of securities on an exchange or to another person at price $ 31.67 per share. 14 May 2019 54,250 698,752 (1%) 0% 31.7 1,718,098 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 14 May 2019 20,000 96,999 - - Stock Option (Right to Buy)
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 14 May 2019 37,500 116,999 - - Stock Option (Right to Buy)
John S. Clendening Director, President and CEO Sale of securities on an exchange or to another person at price $ 32.00 per share. 14 May 2019 5,000 688,752 (1%) 0% 32 160,000 Common Stock
John S. Clendening Director, President and CEO Sale of securities on an exchange or to another person at price $ 31.29 per share. 14 May 2019 25,000 693,752 (1%) 0% 31.3 782,250 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 4.98 per share. 14 May 2019 20,000 718,752 (1%) 0% 5.0 99,600 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 4.98 per share. 14 May 2019 37,500 753,002 (1%) 0% 5.0 186,750 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Sale of securities on an exchange or to another person at price $ 35.00 per share. 02 May 2019 5,600 39,931 (0%) 0% 35 196,000 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 02 May 2019 3,000 31,409 - - Stock Option (Right to Buy)
Ann J. Bruder Chief Legal Officer & Secy Exercise or conversion of derivative security received from the company (such as an option) at price $ 21.70 per share. 02 May 2019 3,000 45,531 (0%) 0% 21.7 65,100 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 4.98 per share. 08 Apr 2019 141,667 783,651 (1%) 0% 5.0 705,502 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 08 Apr 2019 141,667 154,499 - - Stock Option (Right to Buy)
John S. Clendening Director, President and CEO Payment of exercise price or tax liability using portion of securities received from the company at price $ 34.50 per share. 08 Apr 2019 68,149 715,502 (1%) 0% 34.5 2,351,141 Common Stock
John S. Clendening Director, President and CEO Payment of exercise price or tax liability using portion of securities received from the company at price $ 34.70 per share. 04 Apr 2019 27,873 641,984 (1%) 0% 34.7 967,193 Common Stock
Todd C. Mackay Interim CEO HD Vest Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 01 Apr 2019 7,084 21,119 - - Stock Option (Right to Buy)
Todd C. Mackay Interim CEO HD Vest Sale of securities on an exchange or to another person at price $ 33.37 per share. 01 Apr 2019 7,267 36,672 (0%) 0% 33.4 242,500 Common Stock
Todd C. Mackay Interim CEO HD Vest Exercise or conversion of derivative security received from the company (such as an option) at price $ 16.32 per share. 01 Apr 2019 7,084 43,939 (0%) 0% 16.3 115,611 Common Stock
Todd C. Mackay Interim CEO HD Vest Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 19 Mar 2019 8,855 28,203 - - Stock Option (Right to Buy)
Todd C. Mackay Interim CEO HD Vest Sale of securities on an exchange or to another person at price $ 32.50 per share. 19 Mar 2019 9,084 36,855 (0%) 0% 32.5 295,230 Common Stock
Todd C. Mackay Interim CEO HD Vest Exercise or conversion of derivative security received from the company (such as an option) at price $ 16.32 per share. 19 Mar 2019 8,855 45,939 (0%) 0% 16.3 144,514 Common Stock
Davinder Athwal Chief Financial Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 26.85 per share. 21 Feb 2019 2,649 46,281 (0%) 0% 26.9 71,126 Common Stock
John S. Clendening Director, President and CEO Payment of exercise price or tax liability using portion of securities received from the company at price $ 27.48 per share. 20 Feb 2019 11,476 669,857 (1%) 0% 27.5 315,360 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Payment of exercise price or tax liability using portion of securities received from the company at price $ 27.48 per share. 20 Feb 2019 2,322 42,531 (0%) 0% 27.5 63,809 Common Stock
John David Palmer Principal Accounting Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 27.48 per share. 20 Feb 2019 456 7,157 (0%) 0% 27.5 12,531 Common Stock
Todd C. Mackay Interim CEO HD Vest Payment of exercise price or tax liability using portion of securities received from the company at price $ 27.48 per share. 20 Feb 2019 499 37,084 (0%) 0% 27.5 13,713 Common Stock
John S. Clendening Director, President and CEO Payment of exercise price or tax liability using portion of securities received from the company at price $ 0.00 per share. 02 Jan 2019 3,368 681,333 (1%) 0% 0 Common Stock
John S. Clendening Director, President and CEO Grant, award, or other acquisition of securities at price $ 0.00 per share. 02 Jan 2019 71,402 684,701 (1%) 0% 0 Common Stock
John S. Clendening Director, President and CEO Grant, award, or other acquisition of securities at price $ 0.00 per share. 02 Jan 2019 138,341 138,341 - - Stock Option (Right to Buy)
Transient C. Taylor Chief HR Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 02 Jan 2019 8,879 12,914 (0%) 0% 0 Common Stock
Transient C. Taylor Chief HR Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 02 Jan 2019 17,203 17,203 - - Stock Option (Right to Buy)
Davinder Athwal Chief Financial Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 02 Jan 2019 31,539 31,539 - - Stock Option (Right to Buy)
Davinder Athwal Chief Financial Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 02 Jan 2019 16,278 48,930 (0%) 0% 0 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Grant, award, or other acquisition of securities at price $ 0.00 per share. 02 Jan 2019 9,248 44,853 (0%) 0% 0 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Grant, award, or other acquisition of securities at price $ 0.00 per share. 02 Jan 2019 17,919 17,919 - - Stock Option (Right to Buy)
Michael P. Hogan Pres. Tax-Smart Innovation Grant, award, or other acquisition of securities at price $ 0.00 per share. 02 Jan 2019 12,933 28,923 (0%) 0% 0 Common Stock
Michael P. Hogan Pres. Tax-Smart Innovation Grant, award, or other acquisition of securities at price $ 0.00 per share. 02 Jan 2019 25,059 25,059 - - Stock Option (Right to Buy)
John David Palmer Principal Accounting Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 02 Jan 2019 2,934 7,613 (0%) 0% 0 Common Stock
Curtis A. Campbell President, TaxAct Grant, award, or other acquisition of securities at price $ 0.00 per share. 02 Jan 2019 27,238 27,238 - - Stock Option (Right to Buy)
Curtis A. Campbell President, TaxAct Grant, award, or other acquisition of securities at price $ 0.00 per share. 02 Jan 2019 14,058 22,086 (0%) 0% 0 Common Stock
Todd Mackay Interim CEO HD Vest Grant, award, or other acquisition of securities at price $ 0.00 per share. 31 Dec 2018 4,725 37,583 (0%) 0% 0 Common Stock
Todd Mackay Interim CEO HD Vest Payment of exercise price or tax liability using portion of securities received from the company at price $ 26.64 per share. 31 Dec 2018 320 32,858 (0%) 0% 26.6 8,525 Common Stock
Todd Mackay Interim CEO HD Vest Payment of exercise price or tax liability using portion of securities received from the company at price $ 26.64 per share. 31 Dec 2018 663 33,178 (0%) 0% 26.6 17,662 Common Stock
Todd Mackay Interim CEO HD Vest Grant, award, or other acquisition of securities at price $ 0.00 per share. 24 Dec 2018 18,464 33,841 (0%) 0% 0 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Payment of exercise price or tax liability using portion of securities received from the company at price $ 25.88 per share. 19 Dec 2018 1,058 35,605 (0%) 0% 25.9 27,381 Common Stock
Michael P. Hogan Pres. Tax-Smart Innovation Purchase of securities on an exchange or from another person at price $ 30.52 per share. 06 Nov 2018 7,874 15,990 (0%) 0% 30.5 240,300 Common Stock
Robert D. Oros CEO of H.D. Vest, Inc. Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 05 Nov 2018 5,445 185,588 - - Stock Option (Right to Buy)
Robert D. Oros CEO of H.D. Vest, Inc. Sale of securities on an exchange or to another person at price $ 30.31 per share. 05 Nov 2018 6,075 42,515 (0%) 0% 30.3 184,146 Common Stock
Robert D. Oros CEO of H.D. Vest, Inc. Exercise or conversion of derivative security received from the company (such as an option) at price $ 15.60 per share. 05 Nov 2018 5,445 48,590 (0%) 0% 15.6 84,942 Common Stock
Curtis Campbell President, TaxAct, Inc. Grant, award, or other acquisition of securities at price $ 0.00 per share. 05 Nov 2018 8,028 8,028 (0%) 0% 0 Common Stock
Michael P. Hogan Pres. Tax-Smart Innovation Grant, award, or other acquisition of securities at price $ 0.00 per share. 29 Oct 2018 8,116 8,116 (0%) 0% 0 Common Stock
Frederic Mathieu Stevenson Chief Marketing Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 31.21 per share. 24 Oct 2018 1,826 39,020 (0%) 0% 31.2 56,989 Common Stock
Frederic Mathieu Stevenson Chief Marketing Officer Sale of securities on an exchange or to another person at price $ 31.38 per share. 24 Oct 2018 20,158 35,648 (0%) 0% 31.4 632,584 Common Stock
Frederic Mathieu Stevenson Chief Marketing Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 11.85 per share. 24 Oct 2018 16,786 55,806 (0%) 0% 11.8 198,914 Common Stock
Frederic Mathieu Stevenson Chief Marketing Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 24 Oct 2018 16,786 134,290 - - Stock Option (Right to Buy)
Transient C. Taylor Chief HR Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 15 Oct 2018 4,035 4,035 (0%) 0% 0 Common Stock
John S. Clendening Director, President and CEO Sale of securities on an exchange or to another person at price $ 33.66 per share. 11 Oct 2018 17,797 617,799 (1%) 0% 33.7 598,974 Common Stock
John S. Clendening Director, President and CEO Sale of securities on an exchange or to another person at price $ 32.79 per share. 11 Oct 2018 31,203 635,596 (1%) 0% 32.8 1,023,084 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 4.98 per share. 11 Oct 2018 34,000 666,799 (1%) 0% 5.0 169,320 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 4.98 per share. 11 Oct 2018 12,000 629,799 (1%) 0% 5.0 59,760 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 11 Oct 2018 12,000 296,166 - - Stock Option (Right to Buy)
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 11 Oct 2018 34,000 308,166 - - Stock Option (Right to Buy)
John S. Clendening Director, President and CEO Sale of securities on an exchange or to another person at price $ 33.02 per share. 11 Oct 2018 16,500 613,299 (1%) 0% 33.0 544,809 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 4.98 per share. 04 Oct 2018 55,000 668,564 (1%) 0% 5.0 273,900 Common Stock
John S. Clendening Director, President and CEO Payment of exercise price or tax liability using portion of securities received from the company at price $ 37.06 per share. 04 Oct 2018 27,872 632,799 (1%) 0% 37.1 1,032,936 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 04 Oct 2018 55,000 342,166 - - Stock Option (Right to Buy)
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 04 Oct 2018 50,000 505,372 - - Stock Option (Right to Buy)
John S. Clendening Director, President and CEO Payment of exercise price or tax liability using portion of securities received from the company at price $ 37.01 per share. 04 Oct 2018 31,761 660,671 (1%) 0% 37.0 1,175,475 Common Stock
John S. Clendening Director, President and CEO Payment of exercise price or tax liability using portion of securities received from the company at price $ 37.01 per share. 04 Oct 2018 26,132 692,432 (1%) 0% 37.0 967,145 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 14.75 per share. 04 Oct 2018 50,000 718,564 (1%) 0% 14.8 737,500 Common Stock
Lance G. Dunn None Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 28 Sep 2018 27,000 0 - - Stock Option (Right to Buy)
Lance G. Dunn None Exercise or conversion of derivative security received from the company (such as an option) at price $ 15.07 per share. 28 Sep 2018 27,000 86,630 (0%) 0% 15.1 406,890 Common Stock
Lance G. Dunn None Sale of securities on an exchange or to another person at price $ 38.25 per share. 28 Sep 2018 27,000 59,630 (0%) 0% 38.3 1,032,750 Common Stock
Robert D. Oros CEO of H.D. Vest, Inc. Payment of exercise price or tax liability using portion of securities received from the company at price $ 35.95 per share. 28 Aug 2018 1,891 43,145 (0%) 0% 35.9 67,981 Common Stock
John David Palmer Principal Accounting Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 15.90 per share. 23 Aug 2018 3,303 8,375 (0%) 0% 15.9 52,518 Common Stock
John David Palmer Principal Accounting Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 23 Aug 2018 3,303 9,904 - - Stock Option (Right to Buy)
John David Palmer Principal Accounting Officer Sale of securities on an exchange or to another person at price $ 36.00 per share. 23 Aug 2018 3,753 4,622 (0%) 0% 36 135,108 Common Stock
John David Palmer Principal Accounting Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 35.20 per share. 20 Aug 2018 114 5,072 (0%) 0% 35.2 4,013 Common Stock
Robert D. Oros CEO of H.D. Vest, Inc. Sale of securities on an exchange or to another person at price $ 34.30 per share. 06 Aug 2018 6,075 45,036 (0%) 0% 34.3 208,360 Common Stock
Robert D. Oros CEO of H.D. Vest, Inc. Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 06 Aug 2018 5,445 191,033 - - Stock Option (Right to Buy)
Robert D. Oros CEO of H.D. Vest, Inc. Exercise or conversion of derivative security received from the company (such as an option) at price $ 15.60 per share. 06 Aug 2018 5,445 51,111 (0%) 0% 15.6 84,942 Common Stock
Georganne C. Proctor None Sale of securities on an exchange or to another person at price $ 35.30 per share. 03 Aug 2018 3,000 13,476 (0%) 0% 35.3 105,915 Common Stock
H. McIntyre Gardner None Sale of securities on an exchange or to another person at price $ 35.70 per share. 03 Aug 2018 2,300 14,717 (0%) 0% 35.7 82,110 Common Stock
Christopher W. Walters None Sale of securities on an exchange or to another person at price $ 34.62 per share. 03 Aug 2018 10,400 29,354 (0%) 0% 34.6 360,090 Common Stock
Christopher W. Walters None Sale of securities on an exchange or to another person at price $ 35.57 per share. 03 Aug 2018 4,000 25,354 (0%) 0% 35.6 142,288 Common Stock
Mary S. Zappone None Sale of securities on an exchange or to another person at price $ 35.49 per share. 03 Aug 2018 10,118 36,324 (0%) 0% 35.5 359,128 Common Stock
Mary S. Zappone None Exercise or conversion of derivative security received from the company (such as an option) at price $ 16.01 per share. 03 Aug 2018 10,118 46,442 (0%) 0% 16.0 161,989 Common Stock
Mary S. Zappone None Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 03 Aug 2018 10,118 0 - - Stock Option (Right to Buy)
John S. Clendening Director, President and CEO Sale of securities on an exchange or to another person at price $ 37.41 per share. 16 Jul 2018 49,000 623,564 (1%) 0% 37.4 1,833,257 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 4.98 per share. 16 Jul 2018 34,000 672,564 (1%) 0% 5.0 169,320 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 16 Jul 2018 34,000 417,166 - - Stock Option (Right to Buy)
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 16 Jul 2018 20,000 397,166 - - Stock Option (Right to Buy)
John S. Clendening Director, President and CEO Sale of securities on an exchange or to another person at price $ 38.06 per share. 16 Jul 2018 30,000 613,564 (1%) 0% 38.1 1,141,821 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 4.98 per share. 16 Jul 2018 20,000 643,564 (1%) 0% 5.0 99,600 Common Stock
E. Carol Hayles None Grant, award, or other acquisition of securities at price $ 0.00 per share. 10 Jul 2018 6,692 6,692 (0%) 0% 0 Common Stock
John MacIlwaine None Grant, award, or other acquisition of securities at price $ 0.00 per share. 10 Jul 2018 6,692 6,692 (0%) 0% 0 Common Stock
John S. Clendening Director, President and CEO Payment of exercise price or tax liability using portion of securities received from the company at price $ 37.80 per share. 03 Jul 2018 5,035 638,564 (1%) 0% 37.8 190,323 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Payment of exercise price or tax liability using portion of securities received from the company at price $ 39.35 per share. 19 Jun 2018 2,008 36,663 (0%) 0% 39.4 79,015 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Payment of exercise price or tax liability using portion of securities received from the company at price $ 39.35 per share. 19 Jun 2018 12,369 38,671 (0%) 0% 39.3 486,720 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Exercise or conversion of derivative security received from the company (such as an option) at price $ 21.70 per share. 19 Jun 2018 17,203 51,040 (0%) 0% 21.7 373,305 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 19 Jun 2018 17,203 34,409 - - Stock Option (Right to Buy)
William L. Atwell None Grant, award, or other acquisition of securities at price $ 0.00 per share. 07 Jun 2018 4,045 30,082 (0%) 0% 0 Common Stock
Georganne C. Proctor None Grant, award, or other acquisition of securities at price $ 0.00 per share. 07 Jun 2018 3,160 16,476 (0%) 0% 0 Common Stock
H. McIntyre Gardner None Grant, award, or other acquisition of securities at price $ 0.00 per share. 07 Jun 2018 3,160 17,017 (0%) 0% 0 Common Stock
Lance G. Dunn None Grant, award, or other acquisition of securities at price $ 0.00 per share. 07 Jun 2018 3,160 59,630 (0%) 0% 0 Common Stock
Christopher W. Walters None Grant, award, or other acquisition of securities at price $ 0.00 per share. 07 Jun 2018 3,160 39,754 (0%) 0% 0 Common Stock
Mary S. Zappone None Grant, award, or other acquisition of securities at price $ 0.00 per share. 07 Jun 2018 3,160 36,324 (0%) 0% 0 Common Stock
Steven Aldrich None Grant, award, or other acquisition of securities at price $ 0.00 per share. 07 Jun 2018 3,160 16,476 (0%) 0% 0 Common Stock
John S. Clendening Director, President and CEO Payment of exercise price or tax liability using portion of securities received from the company at price $ 35.70 per share. 17 May 2018 16,734 643,599 (1%) 0% 35.7 597,404 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 4.98 per share. 17 May 2018 35,000 660,333 (1%) 0% 5.0 174,300 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 17 May 2018 35,000 451,166 - - Stock Option (Right to Buy)
John David Palmer Principal Accounting Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 15.90 per share. 11 May 2018 6,604 11,698 (0%) 0% 15.9 105,004 Common Stock
John David Palmer Principal Accounting Officer Sale of securities on an exchange or to another person at price $ 33.00 per share. 11 May 2018 6,604 5,094 (0%) 0% 33 217,932 Common Stock
John David Palmer Principal Accounting Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 11 May 2018 6,604 13,207 - - Stock Option (Right to Buy)
John S. Clendening Director, President and CEO Sale of securities on an exchange or to another person at price $ 29.79 per share. 09 May 2018 600 598,476 (1%) 0% 29.8 17,874 Common Stock
John S. Clendening Director, President and CEO Sale of securities on an exchange or to another person at price $ 27.66 per share. 09 May 2018 500 597,976 (1%) 0% 27.7 13,830 Common Stock
John S. Clendening Director, President and CEO Sale of securities on an exchange or to another person at price $ 29.09 per share. 09 May 2018 9,000 588,976 (1%) 0% 29.1 261,810 Common Stock
John S. Clendening Director, President and CEO Sale of securities on an exchange or to another person at price $ 29.65 per share. 09 May 2018 100 588,876 (1%) 0% 29.7 2,965 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 4.98 per share. 09 May 2018 70,834 659,710 (1%) 0% 5.0 352,753 Common Stock
John S. Clendening Director, President and CEO Payment of exercise price or tax liability using portion of securities received from the company at price $ 32.90 per share. 09 May 2018 34,377 625,333 (1%) 0% 32.9 1,131,003 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 4.98 per share. 09 May 2018 25,916 624,392 (1%) 0% 5.0 129,062 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 09 May 2018 25,916 557,000 - - Stock Option (Right to Buy)
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 09 May 2018 70,834 486,166 - - Stock Option (Right to Buy)
John S. Clendening Director, President and CEO Sale of securities on an exchange or to another person at price $ 27.65 per share. 09 May 2018 1,216 623,176 (1%) 0% 27.6 33,622 Common Stock
John S. Clendening Director, President and CEO Sale of securities on an exchange or to another person at price $ 29.13 per share. 09 May 2018 24,100 599,076 (1%) 0% 29.1 702,033 Common Stock
Robert D. Oros CEO of H.D. Vest, Inc. Sale of securities on an exchange or to another person at price $ 26.20 per share. 08 May 2018 6,075 45,666 (0%) 0% 26.2 159,165 Common Stock
Robert D. Oros CEO of H.D. Vest, Inc. Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 08 May 2018 5,445 196,478 - - Stock Option (Right to Buy)
Robert D. Oros CEO of H.D. Vest, Inc. Exercise or conversion of derivative security received from the company (such as an option) at price $ 15.60 per share. 08 May 2018 5,445 51,741 (0%) 0% 15.6 84,942 Common Stock
Frederic Mathieu Stevenson Chief Marketing Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 26.20 per share. 24 Apr 2018 1,130 40,846 (0%) 0% 26.2 29,606 Common Stock
Frederic Mathieu Stevenson Chief Marketing Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 24 Apr 2018 16,786 151,076 - - Stock Option (Right to Buy)
Frederic Mathieu Stevenson Chief Marketing Officer Sale of securities on an exchange or to another person at price $ 25.85 per share. 24 Apr 2018 16,786 40,846 (0%) 0% 25.8 433,866 Common Stock
Frederic Mathieu Stevenson Chief Marketing Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 11.85 per share. 24 Apr 2018 16,786 57,632 (0%) 0% 11.8 198,914 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 18 Apr 2018 25,917 582,916 - - Stock Option (Right to Buy)
John S. Clendening Director, President and CEO Sale of securities on an exchange or to another person at price $ 26.45 per share. 18 Apr 2018 25,917 608,076 (1%) 0% 26.5 685,505 Common Stock
John S. Clendening Director, President and CEO Sale of securities on an exchange or to another person at price $ 26.45 per share. 18 Apr 2018 9,600 598,476 (1%) 0% 26.5 253,954 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 4.98 per share. 18 Apr 2018 25,917 633,993 (1%) 0% 5.0 129,067 Common Stock
John S. Clendening Director, President and CEO Payment of exercise price or tax liability using portion of securities received from the company at price $ 24.35 per share. 04 Apr 2018 27,872 608,076 (1%) 0% 24.3 678,683 Common Stock
John S. Clendening Director, President and CEO Sale of securities on an exchange or to another person at price $ 25.25 per share. 12 Mar 2018 25,917 645,548 (1%) 0% 25.3 654,451 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 12 Mar 2018 25,917 608,833 - - Stock Option (Right to Buy)
John S. Clendening Director, President and CEO Sale of securities on an exchange or to another person at price $ 25.25 per share. 12 Mar 2018 9,600 635,948 (1%) 0% 25.3 242,434 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 4.98 per share. 12 Mar 2018 25,917 671,465 (1%) 0% 5.0 129,067 Common Stock
Robert D. Oros CEO of H.D. Vest, Inc. Payment of exercise price or tax liability using portion of securities received from the company at price $ 23.30 per share. 28 Feb 2018 2,341 46,296 (0%) 0% 23.3 54,545 Common Stock
John David Palmer Principal Accounting Officer Sale of securities on an exchange or to another person at price $ 25.05 per share. 27 Feb 2018 665 5,094 (0%) 0% 25.0 16,658 Common Stock
John S. Clendening Director, President and CEO Sale of securities on an exchange or to another person at price $ 24.85 per share. 26 Feb 2018 28,800 645,548 (1%) 0% 24.9 715,709 Common Stock
Davinder Athwal Chief Financial Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 21 Feb 2018 32,652 32,652 (0%) 0% 0 Common Stock
Davinder Athwal Chief Financial Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 21 Feb 2018 58,775 58,775 - - Stock Option (Right to Buy)
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 4.98 per share. 20 Feb 2018 42,600 716,948 (1%) 0% 5.0 212,148 Common Stock
John S. Clendening Director, President and CEO Grant, award, or other acquisition of securities at price $ 0.00 per share. 20 Feb 2018 87,500 674,348 (1%) 0% 0 Common Stock
John S. Clendening Director, President and CEO Sale of securities on an exchange or to another person at price $ 24.23 per share. 20 Feb 2018 42,600 674,348 (1%) 0% 24.2 1,032,121 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 4.98 per share. 20 Feb 2018 35,150 709,498 (1%) 0% 5.0 175,047 Common Stock
John S. Clendening Director, President and CEO Sale of securities on an exchange or to another person at price $ 24.46 per share. 20 Feb 2018 35,150 674,348 (1%) 0% 24.5 859,716 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 20 Feb 2018 35,150 634,750 - - Stock Option (Right to Buy)
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 20 Feb 2018 42,600 669,900 - - Stock Option (Right to Buy)
John S. Clendening Director, President and CEO Grant, award, or other acquisition of securities at price $ 0.00 per share. 20 Feb 2018 140,000 140,000 - - Stock Option (Right to Buy)
Ann J. Bruder Chief Legal Officer & Secy Grant, award, or other acquisition of securities at price $ 0.00 per share. 20 Feb 2018 17,708 33,837 (0%) 0% 0 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Grant, award, or other acquisition of securities at price $ 0.00 per share. 20 Feb 2018 28,333 28,333 - - Stock Option (Right to Buy)
John David Palmer Principal Accounting Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 20 Feb 2018 3,208 5,759 (0%) 0% 0 Common Stock
John David Palmer Principal Accounting Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 24.00 per share. 20 Feb 2018 279 2,551 (0%) 0% 24 6,696 Common Stock
Frederic Mathieu Stevenson Chief Marketing Officer Sale of securities on an exchange or to another person at price $ 24.03 per share. 20 Feb 2018 33,572 25,310 (0%) 0% 24.0 806,587 Common Stock
Frederic Mathieu Stevenson Chief Marketing Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 20 Feb 2018 26,666 26,666 - - Stock Option (Right to Buy)
Frederic Mathieu Stevenson Chief Marketing Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 20 Feb 2018 33,572 167,862 - - Stock Option (Right to Buy)
Frederic Mathieu Stevenson Chief Marketing Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 11.85 per share. 20 Feb 2018 33,572 58,882 (0%) 0% 11.8 397,828 Common Stock
Frederic Mathieu Stevenson Chief Marketing Officer Grant, award, or other acquisition of securities at price $ 0.00 per share. 20 Feb 2018 16,666 41,976 (0%) 0% 0 Common Stock
Sanjay Baskaran President, TaxAct, Inc. Grant, award, or other acquisition of securities at price $ 0.00 per share. 20 Feb 2018 31,666 31,666 - - Stock Option (Right to Buy)
Sanjay Baskaran President, TaxAct, Inc. Grant, award, or other acquisition of securities at price $ 0.00 per share. 20 Feb 2018 19,791 65,381 (0%) 0% 0 Common Stock
Robert D. Oros CEO of H.D. Vest, Inc. Grant, award, or other acquisition of securities at price $ 0.00 per share. 20 Feb 2018 19,791 48,637 (0%) 0% 0 Common Stock
Robert D. Oros CEO of H.D. Vest, Inc. Grant, award, or other acquisition of securities at price $ 0.00 per share. 20 Feb 2018 31,666 31,666 - - Stock Option (Right to Buy)
Sanjay Baskaran President, TaxAct, Inc. Payment of exercise price or tax liability using portion of securities received from the company at price $ 24.00 per share. 30 Jan 2018 4,243 45,590 (0%) 0% 24 101,832 Common Stock
John S. Clendening Director, President and CEO Payment of exercise price or tax liability using portion of securities received from the company at price $ 22.75 per share. 03 Jan 2018 7,270 552,064 (1%) 0% 22.8 165,393 Common Stock
John S. Clendening Director, President and CEO Gift of securities by or to the insider at price $ 0.00 per share. 03 Jan 2018 7,092 561,393 (1%) 0% 0 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 4.98 per share. 03 Jan 2018 70,833 622,897 (1%) 0% 5.0 352,748 Common Stock
John S. Clendening Director, President and CEO Gift of securities by or to the insider at price $ 0.00 per share. 03 Jan 2018 2,059 559,334 (1%) 0% 0 Common Stock
John S. Clendening Director, President and CEO Payment of exercise price or tax liability using portion of securities received from the company at price $ 22.70 per share. 03 Jan 2018 36,049 586,848 (1%) 0% 22.7 818,312 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 03 Jan 2018 70,833 712,500 - - Common Stock
Eric M. Emans Chief Financial Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 24.90 per share. 25 Oct 2017 7,079 113,022 (0%) 0% 24.9 176,267 Common Stock
Frederic Mathieu Stevenson Chief Marketing Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 25.30 per share. 24 Oct 2017 2,538 25,310 (0%) 0% 25.3 64,211 Common Stock
John S. Clendening Director, President and CEO Payment of exercise price or tax liability using portion of securities received from the company at price $ 25.70 per share. 04 Oct 2017 29,714 568,485 (1%) 0% 25.7 763,650 Common Stock
Eric M. Emans Chief Financial Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 27 Jul 2017 27,469 27,446 - - Stock Option (Right to Buy)
Eric M. Emans Chief Financial Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 23.75 per share. 27 Jul 2017 52,276 120,101 (0%) 0% 23.8 1,241,555 Common Stock
Eric M. Emans Chief Financial Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 12.97 per share. 27 Jul 2017 27,469 172,377 (0%) 0% 13.0 356,273 Common Stock
Eric M. Emans Chief Financial Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 9.81 per share. 27 Jul 2017 48,604 144,908 (0%) 0% 9.8 476,805 Common Stock
Eric M. Emans Chief Financial Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 27 Jul 2017 48,604 143,602 - - Stock Option (Right to Buy)
Eric M. Emans Chief Financial Officer Payment of exercise price or tax liability using portion of securities received from the company at price $ 21.20 per share. 02 Jul 2017 3,793 96,304 (0%) 0% 21.2 80,412 Common Stock
Eric M. Emans Chief Financial Officer Sale of securities on an exchange or to another person at price $ 21.65 per share. 19 Jun 2017 89,800 100,097 (0%) 0% 21.7 1,944,170 Common Stock
Eric M. Emans Chief Financial Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 12.97 per share. 19 Jun 2017 54,800 154,897 (0%) 0% 13.0 710,756 Common Stock
Eric M. Emans Chief Financial Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 9.81 per share. 19 Jun 2017 35,000 189,897 (0%) 0% 9.8 343,350 Common Stock
Eric M. Emans Chief Financial Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 19 Jun 2017 54,800 54,915 - - Stock Option (Right to Buy)
Eric M. Emans Chief Financial Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 19 Jun 2017 35,000 192,206 - - Stock Option (Right to Buy)
Ann J. Bruder Chief Legal Officer & Secy Grant, award, or other acquisition of securities at price $ 0.00 per share. 19 Jun 2017 16,129 16,129 (0%) 0% 0 Common Stock
Ann J. Bruder Chief Legal Officer & Secy Grant, award, or other acquisition of securities at price $ 0.00 per share. 19 Jun 2017 51,612 51,612 - - Stock Option (Right to Buy)
Eric M. Emans Chief Financial Officer Sale of securities on an exchange or to another person at price $ 21.25 per share. 09 Jun 2017 79,230 100,097 (0%) 0% 21.3 1,683,638 Common Stock
Eric M. Emans Chief Financial Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 16.14 per share. 09 Jun 2017 24,200 124,297 (0%) 0% 16.1 390,588 Common Stock
Eric M. Emans Chief Financial Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 12.97 per share. 09 Jun 2017 55,030 179,327 (0%) 0% 13.0 713,739 Common Stock
Eric M. Emans Chief Financial Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 09 Jun 2017 24,200 0 - - Stock Option (Right to Buy)
Eric M. Emans Chief Financial Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 09 Jun 2017 55,030 109,715 - - Stock Option (Right to Buy)
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 4.98 per share. 07 Jun 2017 216,667 719,795 (1%) 0% 5.0 1,079,002 Common Stock
John S. Clendening Director, President and CEO Payment of exercise price or tax liability using portion of securities received from the company at price $ 20.40 per share. 07 Jun 2017 121,596 598,199 (1%) 0% 20.4 2,480,558 Common Stock
John S. Clendening Director, President and CEO Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 07 Jun 2017 216,667 783,333 - - Common Stock
William L. Atwell None Grant, award, or other acquisition of securities at price $ 0.00 per share. 01 Jun 2017 7,747 26,037 (0%) 0% 0 Common Stock
Elizabeth J. Huebner None Grant, award, or other acquisition of securities at price $ 0.00 per share. 01 Jun 2017 6,053 52,713 (0%) 0% 0 Common Stock
Georganne C. Proctor None Grant, award, or other acquisition of securities at price $ 0.00 per share. 01 Jun 2017 13,316 13,316 (0%) 0% 0 Common Stock
H. McIntyre Gardner None Grant, award, or other acquisition of securities at price $ 0.00 per share. 01 Jun 2017 6,053 13,857 (0%) 0% 0 Common Stock
Lance G. Dunn None Grant, award, or other acquisition of securities at price $ 0.00 per share. 01 Jun 2017 6,053 56,470 (0%) 0% 0 Common Stock
Christopher W. Walters None Grant, award, or other acquisition of securities at price $ 0.00 per share. 01 Jun 2017 6,053 36,594 (0%) 0% 0 Common Stock
Mary S. Zappone None Grant, award, or other acquisition of securities at price $ 0.00 per share. 01 Jun 2017 6,053 33,164 (0%) 0% 0 Common Stock
Steven Aldrich None Grant, award, or other acquisition of securities at price $ 0.00 per share. 01 Jun 2017 13,316 13,316 (0%) 0% 0 Common Stock
Eric M. Emans Chief Financial Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 30 May 2017 5,729 46,511 - - Stock Option (Right to Buy)
Eric M. Emans Chief Financial Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 30 May 2017 53,760 52,240 - - Stock Option (Right to Buy)
Eric M. Emans Chief Financial Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 30 May 2017 22,311 24,200 - - Stock Option (Right to Buy)
Eric M. Emans Chief Financial Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 16.14 per share. 30 May 2017 53,760 160,457 (0%) 0% 16.1 867,686 Common Stock
Eric M. Emans Chief Financial Officer Sale of securities on an exchange or to another person at price $ 20.69 per share. 30 May 2017 60,360 100,097 (0%) 0% 20.7 1,249,017 Common Stock
Eric M. Emans Chief Financial Officer Sale of securities on an exchange or to another person at price $ 20.75 per share. 30 May 2017 22,311 100,097 (0%) 0% 20.7 462,953 Common Stock
Eric M. Emans Chief Financial Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 16.14 per share. 30 May 2017 22,311 122,408 (0%) 0% 16.1 360,100 Common Stock
Eric M. Emans Chief Financial Officer Sale of securities on an exchange or to another person at price $ 20.50 per share. 30 May 2017 5,729 100,097 (0%) 0% 20.5 117,445 Common Stock
Eric M. Emans Chief Financial Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 16.14 per share. 30 May 2017 5,729 105,826 (0%) 0% 16.1 92,466 Common Stock
Andrew M. Snyder None Sale of securities on an exchange or to another person at price $ 20.80 per share. 22 May 2017 14,000 43,910 (0%) 0% 20.8 291,207 Common Stock
Andrew M. Snyder None Exercise or conversion of derivative security received from the company (such as an option) at price $ 9.26 per share. 22 May 2017 14,000 57,910 (0%) 0% 9.3 129,640 Common Stock
Andrew M. Snyder None Sale of securities on an exchange or to another person at price $ 20.54 per share. 22 May 2017 13,100 43,910 (0%) 0% 20.5 269,043 Common Stock
Andrew M. Snyder None Exercise or conversion of derivative security received from the company (such as an option) at price $ 12.76 per share. 22 May 2017 11,100 55,010 (0%) 0% 12.8 141,581 Common Stock
Andrew M. Snyder None Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 22 May 2017 2,000 25,000 - - Stock Option (Right to Buy)
Andrew M. Snyder None Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 22 May 2017 11,100 0 - - Stock Option (Right to Buy)
Andrew M. Snyder None Exercise or conversion of derivative security received from the company (such as an option) at price $ 9.26 per share. 22 May 2017 2,000 57,010 (0%) 0% 9.3 18,520 Common Stock
Andrew M. Snyder None Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 22 May 2017 14,000 11,000 - - Stock Option (Right to Buy)
Eric M. Emans Chief Financial Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 22 May 2017 60,000 227,206 - - Stock Option (Right to Buy)
Eric M. Emans Chief Financial Officer Sale of securities on an exchange or to another person at price $ 20.52 per share. 22 May 2017 69,480 106,697 (0%) 0% 20.5 1,426,070 Common Stock
Eric M. Emans Chief Financial Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 9.81 per share. 22 May 2017 60,000 176,177 (0%) 0% 9.8 588,600 Common Stock
Andrew M. Snyder None Sale of securities on an exchange or to another person at price $ 21.31 per share. 16 May 2017 10,118 43,910 (0%) 0% 21.3 215,658 Common Stock
Andrew M. Snyder None Exercise or conversion of derivative security received from the company (such as an option) at price $ 16.01 per share. 16 May 2017 10,118 54,028 (0%) 0% 16.0 161,989 Common Stock
Andrew M. Snyder None Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 16 May 2017 10,118 0 - - Stock Option (Right to Buy)
Eric M. Emans Chief Financial Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 15 May 2017 125,000 0 - - Stock Option (Right to Buy)
Eric M. Emans Chief Financial Officer Sale of securities on an exchange or to another person at price $ 21.02 per share. 15 May 2017 137,563 116,177 (0%) 0% 21.0 2,892,083 Common Stock
Eric M. Emans Chief Financial Officer Exercise or conversion of derivative security received from the company (such as an option) at price $ 8.51 per share. 15 May 2017 125,000 253,740 (0%) 0% 8.5 1,063,750 Common Stock
Christopher W. Walters None Sale of securities on an exchange or to another person at price $ 21.02 per share. 15 May 2017 1,866 30,541 (0%) 0% 21.0 39,220 Common Stock
Andrew M. Snyder None Sale of securities on an exchange or to another person at price $ 21.02 per share. 12 May 2017 20,000 1,200,314 (2%) 0% 21.0 420,312 Common Stock
Andrew M. Snyder None Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. 12 May 2017 11,100 0 - - Stock Option (Right to Buy)
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc  
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges
View All The Insider Trades disclosures
Screeners based on Insider Trading and SAST parameters