Stacy A. Murray's Insider Trades & SAST Disclosures
Stacy A. Murray's most recent trade in Avantax Inc was a trade of 264 Common Stock done at an average price of $22.1 . Disclosure was reported to the exchange on June 26, 2023.
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"Balanced Fund"
but not "Balanced Growth Fund"
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| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Avantax Inc | 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 |
| Avantax Inc | 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 |
| Avantax Inc | 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 |
| Avantax Inc | 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 | |
| Avantax Inc | 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 | |
| Avantax Inc | 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 |
| Avantax Inc | 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 | |
| Avantax Inc | 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 |
| Avantax Inc | 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 |
| Avantax Inc | 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 |
| Avantax Inc | 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 | |
| Avantax Inc | 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 |
| Avantax Inc | 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 |
| Avantax Inc | 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 |
| Avantax Inc | 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 |
| Avantax Inc | 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 | |
| Avantax Inc | 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 |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges