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All (ex-4s)
10-K
10-Q
8-K
3,4,5
Proxy
Prospectus
Other
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Asset disposition
Acq. announced
Appointed CFO
Quarterly results
Director departure
Appointed director
CC transcript
Inv. presentation
Auditor change
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AVANTAX, INC. (BCOR)
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Create: Alert |
All | News | Filings
| Date Filed | Type | Description |
| 10/06/2023 |
PREM14A
| Form PREM14A - Preliminary proxy statements relating to merger or acquisition: |
| 09/26/2023 |
DEFA14A
| Form DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material: |
| 08/09/2023 |
10-Q
| Quarterly Report for the period ended June 30, 2023 |
| 08/09/2023 |
8-K
| Quarterly results |
| 06/28/2023 |
4
| Murray Stacy (Principal Accounting Officer) has filed a Form 4 on AVANTAX, INC.|
Txns:
| Paid exercise price by delivering 264 shares
@ $22.14, valued at
$5.8k
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| 05/25/2023 |
4
| Walters Christopher William (CEO) has filed a Form 4 on AVANTAX, INC.|
Txns:
| Paid exercise price by delivering 10,016 shares
@ $21.75, valued at
$217.8k
Exercised 15,569 options to buy
@ $8.96, valued at
$139.5k
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| 05/23/2023 |
4
| Walters Christopher William (CEO) has filed a Form 4 on AVANTAX, INC.|
Txns:
| Paid exercise price by delivering 4,895 shares
@ $21.25, valued at
$104k
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| 05/23/2023 |
4
| Mackay Todd C (President of Wealth Mgmt) has filed a Form 4 on AVANTAX, INC.|
Txns:
| Paid exercise price by delivering 2,457 shares
@ $21.25, valued at
$52.2k
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| 05/08/2023 |
S-8
| Form S-8 - Securities to be offered to employees in employee benefit plans: |
| 05/08/2023 |
4
| PROCTOR GEORGANNE (Director) has filed a Form 4 on AVANTAX, INC.|
Txns:
| Granted 8,602 shares
@ $0 |
|
| 05/08/2023 |
4/A
| PROCTOR GEORGANNE (Director) has filed a Form 4 on AVANTAX, INC.|
Txns:
| Granted 1,488 shares
@ $0 |
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| 05/08/2023 |
4
| HAYLES CAROL (Director) has filed a Form 4 on AVANTAX, INC.|
Txns:
| Granted 6,084 shares
@ $0 |
|
| 05/08/2023 |
4
| Kotecha Kanayalal Amritlal (Director) has filed a Form 4 on AVANTAX, INC.|
Txns:
| Granted 6,084 shares
@ $0 |
|
| 05/08/2023 |
4
| Schreuder Jana R (Director) has filed a Form 4 on AVANTAX, INC.|
Txns:
| Granted 6,084 shares
@ $0 |
|
| 05/08/2023 |
4
| Perry Tina (Director) has filed a Form 4 on AVANTAX, INC.|
Txns:
| Granted 6,084 shares
@ $0 |
|
| 05/08/2023 |
4
| LEAMAN J RICHARD III (Director) has filed a Form 4 on AVANTAX, INC.|
Txns:
| Granted 6,084 shares
@ $0 |
|
| 05/08/2023 |
4
| ERNST MARK A (Director) has filed a Form 4 on AVANTAX, INC.|
Txns:
| Granted 6,084 shares
@ $0 |
|
| 05/08/2023 |
4
| Rao Karthik (Director) has filed a Form 4 on AVANTAX, INC.|
Txns:
| Granted 6,084 shares
@ $0 |
|
| 05/08/2023 |
10-Q
| Quarterly Report for the period ended March 31, 2023 |
| 05/08/2023 |
8-K
| Quarterly results |
| 05/05/2023 |
8-K
| Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements... |
| 05/01/2023 |
4
| Form 4 - Statement of changes in beneficial ownership of securities: |
| 04/05/2023 |
DEFR14A
| Form DEFR14A - Revised definitive proxy soliciting materials: |
| 04/04/2023 |
8-K
| Entry into a Material Definitive Agreement, Financial Statements and Exhibits Interactive Data |
| 04/03/2023 |
DEF 14A
| Form DEF 14A - Other definitive proxy statements: |
| 03/24/2023 |
PRE 14A
| Form PRE 14A - Other preliminary proxy statements: |
| 03/02/2023 |
4
| Murray Stacy (Principal Accounting Officer) has filed a Form 4 on AVANTAX, INC.|
Txns:
| Sold 8,494 shares
@ $29.04, valued at
$246.7k
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| 03/01/2023 |
8-K
| Other Events Interactive Data |
| 03/01/2023 |
SC TO-I/A
| Form SC TO-I/A - Tender offer statement by Issuer: [Amend] |
| 02/28/2023 |
10-K
| Annual Report for the period ended December 31, 2022 |
| 02/27/2023 |
SC TO-I/A
| Form SC TO-I/A - Tender offer statement by Issuer: [Amend] |
| 02/10/2023 |
SC 13G/A
| DIMENSIONAL FUND ADVISORS LP reports a 3.7% stake in Blucora Inc |
| 02/09/2023 |
SC TO-I/A
| Form SC TO-I/A - Tender offer statement by Issuer: [Amend] |
| 02/06/2023 |
4
| Bailey Tabitha (Chief Legal Officer & Corp Sec) has filed a Form 4 on AVANTAX, INC.|
Txns:
| Granted 5,147 shares
@ $0 |
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