Todd Mackay's Insider Trades & SAST Disclosures
Todd Mackay's most recent trade in Avantax Inc was a trade of 2,457 Common Stock done at an average price of $21.2 . Disclosure was reported to the exchange on May 21, 2023.
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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
|
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 |
|
Avantax Inc
|
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 | |
|
Avantax Inc
|
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 |
|
Avantax Inc
|
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 |
|
Avantax Inc
|
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 | |
|
Avantax Inc
|
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 |
|
Avantax Inc
|
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 |
|
Avantax Inc
|
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 |
|
Avantax Inc
|
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 |
|
Avantax Inc
|
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 |
|
Avantax Inc
|
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) | |
|
Avantax Inc
|
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 |
|
Avantax Inc
|
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) | |
|
Avantax Inc
|
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 |
|
Avantax Inc
|
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 |
|
Avantax Inc
|
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 | |
|
Avantax Inc
|
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 |
|
Avantax Inc
|
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 |
|
Avantax Inc
|
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 |
|
Avantax Inc
|
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 |
|
Avantax Inc
|
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 |
|
Avantax Inc
|
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 |
|
Avantax Inc
|
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 |
|
Avantax Inc
|
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 |
|
Avantax Inc
|
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 |
|
Avantax Inc
|
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 |
|
Avantax Inc
|
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) | |
|
Avantax Inc
|
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 | |
|
Avantax Inc
|
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 | |
|
Avantax Inc
|
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 |
*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