Insider Trading activities at Avantax, Inc. (INSP)

Insider trading activities (stock purchases, sales, and option exercises) reported by insiders of Avantax, Inc. (INSP) since 2014 are shown in Table 1 and Table 2. Table 1 shows the monthly insider trading data of Avantax, Inc.. Table 2 shows the detailed insider transactions. This company's CIK number is 1068875.

Total stock buying since 2014: $4,833,492.
Total stock sales since 2014: $49,821,275.
Total stock option exercises since 2014: $19,898,523.


28 insiders reported insider trading activities at Avantax, Inc. (INSP):
Insider trading activities of Finkelstein Mark A
Insider trading activities of Emans Eric Michael
Insider trading activities of Ernst Mark A
Insider trading activities of Gardner H. Mcintyre
Insider trading activities of Oros Robert D
Insider trading activities of Mackay Todd C
Insider trading activities of Zappone Mary Slagle
Insider trading activities of Clendening John S
Insider trading activities of Murray Stacy
Insider trading activities of Huebner Elizabeth
Insider trading activities of Hogan Michael P
Insider trading activities of Mansour Peter
Insider trading activities of Dunn Lance G
Insider trading activities of Snyder Andrew Miles
Insider trading activities of Ruckelshaus William J
Insider trading activities of Allen George
Insider trading activities of Atwell William L
Insider trading activities of Bruder Ann J.
Insider trading activities of Proctor Georganne
Insider trading activities of Kotecha Kanayalal Amritlal
Insider trading activities of Mehlman Marc
Insider trading activities of Hooper Steve
Insider trading activities of Stevenson Mathieu Frederic
Insider trading activities of Chung David H S
Insider trading activities of Palmer John David
Insider trading activities of Kintzel Joann
Insider trading activities of Walters Christopher William
Insider trading activities of Cunningham John E Iv

Table 1. Yearly summary of insider stock purchases, sales, and option exercises at Avantax, Inc. (INSP).
Insider Buying Insider Sales Option Exercises
Year Shares Value Shares Value Shares Value
2023 0 $0 8,494 $246,665 17,516 $139,498
2022 5,000 $118,650 0 $0 77,884 $1,080,328
2021 73,025 $1,207,220 0 $0 0 $0
2020 32,025 $356,915 0 $0 0 $0
2019 0 $0 259,383 $7,413,500 321,848 $1,961,632
2018 7,874 $240,298 501,366 $15,135,329 673,984 $5,168,316
2017 0 $0 1,288,903 $24,873,808 957,139 $10,120,346
2016 0 $0 12,638 $134,408 7,500 $67,350
2015 271,398 $2,773,272 91,677 $1,257,565 84,500 $819,530
2014 8,100 $137,137 45,400 $760,000 43,800 $541,523

Table 2. Monthly summary of insider trading at Avantax, Inc. (INSP).
Trading Period Insider Buying Insider Sales Option Exercises
year-month Shares Value Shares Value Shares Value
2023-05 0 $0 0 $0 15,569 $139,498
2023-02 0 $0 8,494 $246,665 0 $0
2023-01 0 $0 0 $0 1,947 $0
2022-11 5,000 $118,650 0 $0 0 $0
2022-05 0 $0 0 $0 10,118 $161,989
2022-03 0 $0 0 $0 67,766 $918,339
2021-12 73,025 $1,207,220 0 $0 0 $0
2020-09 7,000 $73,795 0 $0 0 $0
2020-08 25,025 $283,120 0 $0 0 $0
2019-12 0 $0 14,250 $355,110 7,500 $37,350
2019-10 0 $0 54,250 $1,150,100 37,500 $186,750
2019-07 0 $0 64,250 $1,866,092 47,500 $236,550
2019-06 0 $0 9,200 $289,346 0 $0
2019-05 0 $0 101,082 $3,215,123 71,742 $535,358
2019-04 0 $0 7,267 $242,499 148,751 $821,111
2019-03 0 $0 9,084 $295,230 8,855 $144,513
2018-11 7,874 $240,298 0 $0 0 $0
2018-10 0 $0 85,658 $2,805,269 167,786 $1,463,819
2018-09 0 $0 27,000 $1,032,750 27,000 $406,890
2018-08 0 $0 39,646 $1,396,032 18,866 $299,448
2018-07 0 $0 79,000 $2,975,066 54,000 $268,920
2018-06 0 $0 0 $0 17,203 $373,305
2018-05 0 $0 42,120 $1,241,787 138,354 $761,117
2018-04 0 $0 52,303 $1,373,362 42,703 $327,980

Table 3. Detailed insider trading at Avantax, Inc. (INSP)
  Trade Date   Insider Name Trade Type     Shares       Price ($)   Value ($)
2023-05-23 Walters Christopher William (Chief Executive Officer) Option Ex 15,569 8.96 139,498
2023-02-28 Murray Stacy (Principal Accounting Officer) Sale 8,494 29.04 246,665
2023-01-03 Murray Stacy (Principal Accounting Officer) Option Ex 1,947 .00 0
2022-11-17 Kotecha Kanayalal Amritlal Buy 5,000 23.73 118,650
2022-05-27 Walters Christopher William (Chief Executive Officer) Option Ex 10,118 16.01 161,989
2022-03-02 Mackay Todd C (President of Wealth Mgmt) Option Ex 31,260 13.49 421,853
2022-03-01 Zappone Mary Slagle Option Ex 13,253 14.39 190,710
2022-03-01 Bruder Ann J. (Chief Legal Officer & Sec'y) Option Ex 23,253 13.15 305,776
2021-12-15 Mehlman Marc (Chief Financial Officer) Buy 10,000 16.50 165,000
2021-12-15 Proctor Georganne Buy 3,025 16.35 49,458
2021-12-15 Ernst Mark A Buy 19,978 16.22 324,043
2021-12-14 Walters Christopher William (Chief Executive Officer) Buy 10,000 16.73 167,300
2021-12-14 Ernst Mark A Buy 12,022 16.36 196,679
2021-12-13 Ernst Mark A Buy 18,000 16.93 304,740
2020-09-09 Ernst Mark A Buy 6,000 10.50 63,000
2020-09-08 Ernst Mark A Buy 1,000 10.79 10,795
2020-08-12 Mehlman Marc (Chief Financial Officer) Buy 2,025 11.55 23,398
2020-08-12 Walters Christopher William (Chief Executive Officer) Buy 8,000 11.68 93,440
2020-08-11 Walters Christopher William (Chief Executive Officer) Buy 8,000 11.44 91,536
2020-08-10 Ernst Mark A Buy 7,000 10.68 74,746
2019-12-16 Clendening John S (President and CEO) Sale 14,250 24.92 355,110
2019-12-16 Clendening John S (President and CEO) Option Ex 7,500 4.98 37,350
2019-10-07 Clendening John S (President and CEO) Sale 54,250 21.20 1,150,100
2019-10-07 Clendening John S (President and CEO) Option Ex 37,500 4.98 186,750
2019-07-17 Clendening John S (President and CEO) Sale 10,000 29.23 292,300
2019-07-17 Clendening John S (President and CEO) Option Ex 10,000 4.98 49,800
2019-07-16 Clendening John S (President and CEO) Sale 54,250 29.01 1,573,792
2019-07-16 Clendening John S (President and CEO) Option Ex 37,500 4.98 186,750
2019-06-05 Proctor Georganne Sale 2,768 31.29 86,610
2019-06-04 Zappone Mary Slagle Sale 6,432 31.52 202,736
2019-05-28 Atwell William L Sale 4,126 32.22 132,939
2019-05-28 Atwell William L Option Ex 7,940 16.55 131,407
2019-05-24 Gardner H. Mcintyre Sale 2,500 32.05 80,137
2019-05-16 Clendening John S (President and CEO) Sale 5,000 32.00 160,000
2019-05-15 Palmer John David (Principal Accounting Officer) Sale 161 31.44 5,061
2019-05-15 Clendening John S (President and CEO) Sale 25,000 31.29 782,250
2019-05-15 Clendening John S (President and CEO) Option Ex 20,000 4.98 99,600
2019-05-14 Clendening John S (President and CEO) Sale 54,250 31.67 1,718,097
2019-05-14 Clendening John S (President and CEO) Option Ex 37,500 4.98 186,750
2019-05-13 Palmer John David (Principal Accounting Officer) Sale 4,445 31.64 140,639
2019-05-13 Palmer John David (Principal Accounting Officer) Option Ex 3,302 15.90 52,501
2019-05-02 Bruder Ann J. (Chief Legal Officer & Sec'y) Sale 5,600 35.00 196,000
2019-05-02 Bruder Ann J. (Chief Legal Officer & Sec'y) Option Ex 3,000 21.70 65,100
2019-04-08 Clendening John S (President and CEO) Option Ex 141,667 4.98 705,501
2019-04-01 Mackay Todd C (Interim CEO HD Vest) Sale 7,267 33.37 242,499
2019-04-01 Mackay Todd C (Interim CEO HD Vest) Option Ex 7,084 16.32 115,610
2019-03-19 Mackay Todd C (Interim CEO HD Vest) Sale 9,084 32.50 295,230
2019-03-19 Mackay Todd C (Interim CEO HD Vest) Option Ex 8,855 16.32 144,513
2018-11-06 Hogan Michael P (Pres. Tax-Smart Innovation) Buy 7,874 30.52 240,298
2018-10-25 Stevenson Mathieu Frederic (Chief Marketing Officer) Sale 20,158 31.38 632,578
2018-10-25 Stevenson Mathieu Frederic (Chief Marketing Officer) Option Ex 16,786 11.85 198,914
2018-10-12 Clendening John S (President and CEO) Sale 16,500 33.02 544,813
2018-10-12 Clendening John S (President and CEO) Option Ex 12,000 4.98 59,760
2018-10-11 Clendening John S (President and CEO) Sale 49,000 33.22 1,627,878
2018-10-11 Clendening John S (President and CEO) Option Ex 34,000 4.98 169,320
2018-10-04 Clendening John S (President and CEO) Option Ex 105,000 9.87 1,035,825
2018-09-28 Dunn Lance G Sale 27,000 38.25 1,032,750
2018-09-28 Dunn Lance G Option Ex 27,000 15.07 406,890
2018-08-23 Palmer John David (Principal Accounting Officer) Sale 3,753 36.00 135,108
2018-08-23 Palmer John David (Principal Accounting Officer) Option Ex 3,303 15.90 52,517
2018-08-06 Oros Robert D (CEO of H.D. Vest, Inc.) Sale 6,075 34.30 208,360
2018-08-06 Oros Robert D (CEO of H.D. Vest, Inc.) Option Ex 5,445 15.60 84,942
2018-08-03 Zappone Mary Slagle Sale 10,118 35.49 359,128
2018-08-03 Zappone Mary Slagle Option Ex 10,118 16.01 161,989
2018-08-03 Walters Christopher William Sale 14,400 35.10 505,411
2018-08-03 Gardner H. Mcintyre Sale 2,300 35.70 82,110
2018-08-03 Proctor Georganne Sale 3,000 35.30 105,915
2018-07-17 Clendening John S (President and CEO) Sale 30,000 38.06 1,141,830
2018-07-17 Clendening John S (President and CEO) Option Ex 20,000 4.98 99,600
2018-07-16 Clendening John S (President and CEO) Sale 49,000 37.41 1,833,236
2018-07-16 Clendening John S (President and CEO) Option Ex 34,000 4.98 169,320
2018-06-19 Bruder Ann J. (Chief Legal Officer & Sec'y) Option Ex 17,203 21.70 373,305
2018-05-17 Clendening John S (President and CEO) Option Ex 35,000 4.98 174,300
2018-05-11 Palmer John David (Principal Accounting Officer) Sale 6,604 33.00 217,932
2018-05-11 Palmer John David (Principal Accounting Officer) Option Ex 6,604 15.90 105,003
2018-05-10 Clendening John S (President and CEO) Option Ex 70,834 4.98 352,753
2018-05-09 Clendening John S (President and CEO) Sale 35,516 28.83 1,023,855
2018-05-09 Clendening John S (President and CEO) Option Ex 25,916 4.98 129,061
2018-04-25 Stevenson Mathieu Frederic (Chief Marketing Officer) Sale 16,786 25.85 433,867
2018-04-25 Stevenson Mathieu Frederic (Chief Marketing Officer) Option Ex 16,786 11.85 198,914
2018-04-18 Clendening John S (President and CEO) Sale 35,517 26.45 939,495
2018-04-18 Clendening John S (President and CEO) Option Ex 25,917 4.98 129,066
2018-03-12 Clendening John S (President and CEO) Sale 35,517 25.25 896,910
2018-03-12 Clendening John S (President and CEO) Option Ex 25,917 4.98 129,066
2018-02-26 Clendening John S (President and CEO) Sale 28,800 24.85 715,708
2018-02-22 Clendening John S (President and CEO) Sale 35,150 24.46 859,733
2018-02-22 Clendening John S (President and CEO) Option Ex 35,150 4.98 175,047
2018-02-21 Clendening John S (President and CEO) Sale 42,600 24.23 1,032,112
2018-02-21 Clendening John S (President and CEO) Option Ex 42,600 4.98 212,148
2018-02-20 Stevenson Mathieu Frederic (Chief Marketing Officer) Sale 33,572 24.03 806,600
2018-02-20 Stevenson Mathieu Frederic (Chief Marketing Officer) Option Ex 33,572 11.85 397,828
2018-01-05 Clendening John S (President and CEO) Option Ex 70,833 4.98 352,748
2017-07-27 Emans Eric Michael (Chief Financial Officer) Option Ex 76,073 11.39 866,471
2017-06-19 Emans Eric Michael (Chief Financial Officer) Sale 89,800 21.65 1,944,169
2017-06-19 Emans Eric Michael (Chief Financial Officer) Option Ex 89,800 11.39 1,022,822
2017-06-09 Emans Eric Michael (Chief Financial Officer) Sale 79,230 21.25 1,683,637
2017-06-09 Emans Eric Michael (Chief Financial Officer) Option Ex 79,230 14.55 1,153,192
2017-06-07 Clendening John S (President and CEO) Option Ex 216,667 4.98 1,079,001
2017-06-01 Emans Eric Michael (Chief Financial Officer) Sale 22,311 20.75 462,953
2017-06-01 Emans Eric Michael (Chief Financial Officer) Option Ex 22,311 16.14 360,099
2017-05-31 Emans Eric Michael (Chief Financial Officer) Sale 5,729 20.50 117,444
2017-05-31 Emans Eric Michael (Chief Financial Officer) Option Ex 5,729 16.14 92,466
2017-05-30 Emans Eric Michael (Chief Financial Officer) Sale 60,360 20.69 1,249,029
2017-05-30 Emans Eric Michael (Chief Financial Officer) Option Ex 53,760 16.14 867,686
2017-05-23 Snyder Andrew Miles Sale 14,000 20.80 291,214
2017-05-23 Snyder Andrew Miles Option Ex 14,000 9.26 129,640
2017-05-22 Snyder Andrew Miles Sale 13,100 20.54 269,047
2017-05-22 Snyder Andrew Miles Option Ex 13,100 11.01 144,204
2017-05-16 Snyder Andrew Miles Sale 29,972 21.35 640,113
2017-05-16 Snyder Andrew Miles Option Ex 10,118 16.01 161,989
2017-05-15 Walters Christopher William Sale 1,866 21.02 39,219
2017-05-15 Emans Eric Michael (Chief Financial Officer) Sale 137,563 21.02 2,892,124
2017-05-15 Emans Eric Michael (Chief Financial Officer) Option Ex 125,000 8.51 1,063,750
2017-05-15 Snyder Andrew Miles Sale 20,000 21.02 420,319
2017-05-12 Snyder Andrew Miles Sale 39,176 21.29 833,939
2017-05-12 Snyder Andrew Miles Option Ex 19,176 18.60 356,673
2017-05-11 Walters Christopher William Sale 7,403 21.13 156,410
2017-05-11 Snyder Andrew Miles Sale 20,000 21.46 429,280
2017-05-10 Snyder Andrew Miles Sale 20,000 21.13 422,580
2017-05-09 Snyder Andrew Miles Sale 20,000 20.67 413,480
2017-05-08 Finkelstein Mark A (Chief Legal & Admin Officer) Sale 57,029 20.55 1,172,060
2017-05-08 Snyder Andrew Miles Sale 20,000 20.64 412,760
2017-05-08 Huebner Elizabeth Sale 11,100 20.78 230,646
2017-05-08 Huebner Elizabeth Option Ex 11,100 8.74 97,014
2017-05-05 Snyder Andrew Miles Sale 20,000 20.10 402,080
2017-05-04 Finkelstein Mark A (Chief Legal & Admin Officer) Option Ex 196,075 12.53 2,455,839
2017-05-04 Snyder Andrew Miles Sale 20,000 18.94 378,840
2017-05-03 Snyder Andrew Miles Sale 15,000 18.88 283,215
2017-05-02 Snyder Andrew Miles Sale 15,000 18.82 282,240
2017-05-01 Snyder Andrew Miles Sale 16,195 18.84 305,113
2017-04-28 Snyder Andrew Miles Sale 15,000 18.44 276,540
2017-04-27 Snyder Andrew Miles Sale 15,000 18.18 272,775
2017-04-26 Snyder Andrew Miles Sale 15,000 18.09 271,380
2017-04-25 Snyder Andrew Miles Sale 15,000 17.92 268,770
2017-04-24 Snyder Andrew Miles Sale 15,000 17.76 266,445
2017-04-21 Snyder Andrew Miles Sale 15,000 17.33 259,965
2017-04-20 Snyder Andrew Miles Sale 15,000 17.29 259,305
2017-04-19 Snyder Andrew Miles Sale 15,000 17.20 258,074
2017-04-18 Snyder Andrew Miles Sale 12,500 16.86 210,700
2017-04-17 Snyder Andrew Miles Sale 15,000 17.02 255,374
2017-04-13 Snyder Andrew Miles Sale 15,000 17.08 256,215
2017-04-12 Snyder Andrew Miles Sale 13,700 16.98 232,557
2017-04-11 Snyder Andrew Miles Sale 15,000 17.05 255,780
2017-04-10 Snyder Andrew Miles Sale 12,500 17.13 214,100
2017-04-07 Snyder Andrew Miles Sale 15,000 17.27 259,110
2017-04-06 Snyder Andrew Miles Sale 15,000 17.41 261,225
2017-04-05 Snyder Andrew Miles Sale 15,000 17.51 262,620
2017-04-04 Snyder Andrew Miles Sale 10,800 17.38 187,693
2017-04-03 Snyder Andrew Miles Sale 15,000 17.32 259,725
2017-03-31 Snyder Andrew Miles Sale 13,320 17.44 232,354
2017-03-30 Snyder Andrew Miles Sale 13,000 17.50 227,552
2017-03-29 Snyder Andrew Miles Sale 10,000 17.65 176,490
2017-03-28 Snyder Andrew Miles Sale 10,000 17.49 174,920
2017-03-27 Snyder Andrew Miles Sale 10,000 17.57 175,670
2017-03-24 Snyder Andrew Miles Sale 10,000 17.55 175,550
2017-03-23 Snyder Andrew Miles Sale 10,000 17.34 173,380
2017-03-22 Snyder Andrew Miles Sale 10,000 16.69 166,870
2017-03-21 Snyder Andrew Miles Sale 10,000 16.53 165,290
2017-03-20 Snyder Andrew Miles Sale 10,000 16.09 160,910
2017-03-17 Snyder Andrew Miles Sale 10,000 16.06 160,570
2017-03-16 Snyder Andrew Miles Sale 10,000 16.16 161,610
2017-03-15 Snyder Andrew Miles Sale 10,000 16.18 161,780
2017-03-14 Snyder Andrew Miles Sale 10,000 16.02 160,200
2017-03-13 Snyder Andrew Miles Sale 10,000 16.29 162,890
2017-03-10 Snyder Andrew Miles Sale 10,000 16.31 163,070
2017-03-09 Snyder Andrew Miles Sale 10,000 16.10 161,030
2017-03-08 Snyder Andrew Miles Sale 10,000 16.22 162,210
2017-03-07 Snyder Andrew Miles Sale 10,000 16.17 161,680
2017-03-06 Snyder Andrew Miles Sale 10,000 16.03 160,320
2017-03-03 Snyder Andrew Miles Sale 10,000 15.99 159,950
2017-03-02 Snyder Andrew Miles Sale 10,000 16.44 164,430
2017-03-01 Snyder Andrew Miles Sale 10,000 16.13 161,310
2017-02-27 Snyder Andrew Miles Sale 3,131 15.75 49,313
2017-02-22 Emans Eric Michael (Chief Financial Officer) Option Ex 25,000 10.78 269,500
2017-02-21 Snyder Andrew Miles Sale 10,000 15.85 158,540
2016-11-07 Kintzel Joann (President, TaxAct, Inc.) Sale 2,669 13.50 36,031
2016-07-05 Kintzel Joann (President, TaxAct, Inc.) Sale 3,538 10.54 37,283
2016-06-23 Kintzel Joann (President, TaxAct, Inc.) Sale 6,431 9.50 61,094
2016-05-31 Cunningham John E Iv Option Ex 7,500 8.98 67,350
2015-11-18 Mansour Peter (President, Infospace LLC) Sale 3,813 10.49 39,998
2015-11-11 Snyder Andrew Miles Buy 32,268 10.32 333,005
2015-11-11 Ruckelshaus William J (President and CEO) Buy 7,230 10.36 74,902
2015-11-10 Walters Christopher William Buy 10,400 10.25 106,600
2015-11-10 Dunn Lance G Buy 10,000 10.08 100,800
2015-11-10 Snyder Andrew Miles Buy 194,000 10.21 1,980,740
2015-11-10 Huebner Elizabeth Buy 5,000 10.08 50,400
2015-11-09 Chung David H S Buy 10,000 10.14 101,400
2015-11-09 Finkelstein Mark A (Chief Legal & Admin Officer) Buy 2,500 10.17 25,425
2015-11-09 Hooper Steve Option Ex 2,500 8.80 22,000
2015-07-06 Kintzel Joann (President, TaxAct, Inc.) Sale 225 15.80 3,555
2015-07-02 Kintzel Joann (President, TaxAct, Inc.) Sale 200 15.91 3,182
2015-07-02 Emans Eric Michael (Chief Financial Officer) Sale 4,050 15.76 63,828
2015-05-01 Allen George (Exec. VP-Corporate Development) Sale 10,000 15.24 152,450
2015-05-01 Allen George (Exec. VP-Corporate Development) Option Ex 10,000 8.70 87,000
2015-04-02 Allen George (Exec. VP-Corporate Development) Sale 10,000 14.00 140,000
2015-04-02 Allen George (Exec. VP-Corporate Development) Option Ex 10,000 8.70 87,000
2015-04-02 Ruckelshaus William J (President and CEO) Sale 7,500 14.00 105,000
2015-04-02 Ruckelshaus William J (President and CEO) Option Ex 7,500 9.64 72,300
2015-04-02 Cunningham John E Iv Sale 7,500 14.00 105,000
2015-04-02 Cunningham John E Iv Option Ex 7,500 9.64 72,300
2015-04-01 Kintzel Joann (President, TaxAct, Inc.) Sale 1,389 13.63 18,932
2015-02-20 Emans Eric Michael (Chief Financial Officer) Sale 32,000 13.26 424,320
2015-02-20 Emans Eric Michael (Chief Financial Officer) Option Ex 32,000 10.19 326,080
2015-01-05 Emans Eric Michael (Chief Financial Officer) Sale 15,000 13.42 201,300
2015-01-05 Emans Eric Michael (Chief Financial Officer) Option Ex 15,000 10.19 152,850
2014-12-17 Emans Eric Michael (Chief Financial Officer) Sale 20,000 13.15 263,000
2014-12-17 Emans Eric Michael (Chief Financial Officer) Option Ex 20,000 10.19 203,800
2014-08-20 Ruckelshaus William J (President and CEO) Buy 2,100 15.59 32,739
2014-07-01 Emans Eric Michael (Chief Financial Officer) Sale 11,000 19.00 209,000
2014-07-01 Emans Eric Michael (Chief Financial Officer) Option Ex 8,000 19.00 152,000
2014-05-28 Kintzel Joann (President of TaxAct) Sale 14,400 20.00 288,000
2014-05-28 Kintzel Joann (President of TaxAct) Option Ex 13,300 12.31 163,723
2014-05-22 Hooper Steve (Director) Option Ex 2,500 8.80 22,000
2014-05-07 Chung David H S (Director) Buy 3,000 17.15 51,449
2014-05-06 Chung David H S (Director) Buy 3,000 17.65 52,949

Insider trading activities including stock purchases, stock sales, and option exercises of INSP listed in the above tables cannot be completely guaranteed as to their accuracy. For more insider trading information of Avantax, Inc. (symbol INSP, CIK number 1068875) see the Securities and Exchange Commission (SEC) website.



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