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AVANTAX, INC. (BCOR)

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Documents
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Securities
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Security holder agreements
TypeNameDate
Credit agreementFourth Amendment to Credit Agreement, among Blucora, Inc., as borrower, most of its direct and indirect domestic subsidiaries, as guarantors, JPMorgan Chase Bank, N.A., as successor administrative agent and successor collateral agent, and each lender party to the Fourth Amendment07/01/2020
Credit agreementCredit Agreement, among Blucora, Inc., as borrower, and most of its direct and indirect domestic subsidiaries, as guarantors, and Credit Suisse AG, Cayman Islands Branch, as administrative agent and collateral agent, and each lender from time to time a party to the Credit Agreement05/23/2017
Securities purchase agreementPURCHASE AGREEMENT11/15/2016
Securities purchase agreementPurchase Agreement07/05/2016
Credit agreementCredit Agreement among Monoprice, Inc., as Borrower, Monoprice Holdings, Inc., as a Guarantor, and Bank of Montreal, as administrative agent and a lender, Bank of America, N.A., and Wells Fargo Bank, N.A., each as lenders11/27/2013
Credit agreementCredit Agreement among TaxACT, Inc., as Borrower, TaxACT Holdings, Inc., as a Guarantor, and Wells Fargo Bank, N.A., as administrative agent and a lender, BMO Harris Bank, N.A., Silicon Valley Bank, Bank of America, N.A., and RBS Citizens, N.A., each as lenders09/06/2013
IndentureIndenture by and between Blucora, Inc. and The Bank of New York Mellon Trust Company, N.A., as trustee03/15/2013

Corporate agreements
Employment agreements
TypeNameDate
Employment agreementAMENDED AND RESTATED EMPLOYMENT AGREEMENT04/04/2023
Employment agreementEMPLOYMENT AGREEMENT02/04/2022
Summary of incentive plan2017 Executive Bonus Plan02/08/2017
Employment agreementEmployment Agreement by and between Blucora, Inc. and Sanjay Baskaran01/13/2017
Employment agreementEmployment Agreement by and between Blucora, Inc. and Sanjay Baskaran01/12/2017
Employment agreementAmendment No. 1 to Employment Agreement by and between Blucora, Inc. and Mark A. Finkelstein01/22/2016
Employment agreementAmendment No. 1 to Employment Agreement by and between Blucora, Inc. and InfoSpace LLC and Peter Mansour01/22/2016
Employment agreementAmendment No. 1 to Employment Agreement by and between Blucora, Inc. and Monoprice, Inc. and Bernard Luthi01/22/2016
Employment agreementAmended and Restated Employment Agreement between Blucora, Inc., Monoprice, Inc. and Bernard Luthi09/11/2015
Summary of incentive planBlucora 2015 Executive Bonus Plan02/25/2015
Employment agreementAmended and Restated Employment Agreement between Blucora, Inc., TaxACT, Inc. and JoAnn Kintzel02/04/2015
Employment agreementAmended and Restated Employment Agreement between Blucora, Inc. and Eric M. Emans01/22/2015
Summary of incentive planBlucora 2014 Executive Bonus Plan02/12/2014
Summary of incentive planBlucora 2013 Executive Bonus Plan02/15/2013
Summary of incentive planInfoSpace 2012 Executive Bonus Plan02/10/2012


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