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AVANTAX, INC. (BCOR) Create: Alert

All | News | Filings
Date FiledTypeDescription
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
Docs: "Avantax Reports Second Quarter 2023 Results",
"Avantax, Inc. Supplemental Information"
05/08/2023 S-8 Form S-8 - Securities to be offered to employees in employee benefit plans:
05/08/2023 10-Q Quarterly Report for the period ended March 31, 2023
05/08/2023 8-K Quarterly results
Docs: "Avantax Reports First Quarter 2023 Results",
"Avantax, Inc. Supplemental Information"
05/05/2023 8-K Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements...
Docs: "CERTIFICATE OF AMENDMENT NO. 4 TO THE RESTATED CERTIFICATE OF INCORPORATION OF",
"THIRD AMENDMENT TO THE"
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
Docs: "AMENDED AND RESTATED EMPLOYMENT AGREEMENT"
04/03/2023 DEF 14A Form DEF 14A - Other definitive proxy statements:
03/24/2023 PRE 14A Form PRE 14A - Other preliminary proxy statements:
03/01/2023 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]
02/03/2023 SC TO-I/A Form SC TO-I/A - Tender offer statement by Issuer: [Amend]
01/27/2023 8-K Regulation FD Disclosure, Financial Statements and Exhibits  Interactive Data
Docs: "Avantax, Inc. Commences a Modified Dutch Auction Tender Offer to Repurchase up to $250 Million of its Common Stock"
01/27/2023 SC TO-I Form SC TO-I - Tender offer statement by Issuer:
01/26/2023 8-K Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements...
Docs: "CHARTER AMENDMENT",
"AMENDED & RESTATED BYLAWS",
"CONSULTING AGREEMENT",
"FORM OF RESTRICTED STOCK UNIT AGREEMENT",
"Avantax Announces Appointment of Tabitha Bailey as Chief Legal Officer and Corporate Secretary DALLAS, January 26, 2023 – Avantax, Inc. ), a leading provider of tax-focused wealth management services, today announced that Tabitha Bailey has been appointed Chief Legal Officer and Corporate Secretary, succeeding Ann J. Bruder, who has stepped down from her role as Chief Legal, Development and Administration Officer after nearly six years in the role. Ms. Bruder has agreed to continue to work with Avantax in a consulting role through the end of June to support the transition. “Tabitha has been a meaningful member of the Avantax team since she first joined the company, and we are very pleased to announce her appointment as Chief Legal Officer and Corporate Secretary. Avantax has significant op..."
01/26/2023 SC 13G/A BlackRock Inc. reports a 15.8% stake in BLUCORA INC
01/25/2023 8-K Regulation FD Disclosure, Other Events, Financial Statements and Exhibits  Interactive Data
Docs: "Blucora Announces New Corporate Name and Ticker Symbol Blucora to Change Name to Avantax and Ticker Symbol to AVTA"
01/24/2023 8-K Entry into a Material Definitive Agreement, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance S...
Docs: "RESTATEMENT AGREEMENT, DATED JANUARY 24, 2023",
"Blucora Enters into $270 Million Amended and Restated Credit Facility"
01/23/2023 DEFA14A Form DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material:
01/23/2023 8-K Other Events, Financial Statements and Exhibits  Interactive Data
Docs: "iii"
01/20/2023 SC 13G BlackRock Inc. reports a 15.8% stake in BLUCORA INC
12/22/2022 8-K Completion of Acquisition or Disposition of Assets, Departure of Directors or Certain Officers; Election of Directors; Appoin...
Docs: "Unaudited Pro Forma Condensed Consolidated Financial Statements of Blucora, Inc"
12/19/2022 8-K Quarterly results
11/01/2022 10-Q Quarterly Report for the period ended September 30, 2022
11/01/2022 8-K Quarterly results
11/01/2022 8-K Quarterly results
08/18/2022 8-K Quarterly results
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