Insider · CIK 0001453088

Athwal Davinder S

Reports to the SEC for 2 companies · KING OF PRUSSIA, PA

sec.gov

Transactions

Companies

Filings

CIK

0001453088

Forms 4 and 5

Insider transactions

40 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2020-01-02	AVANTAX, INC.F Tax Payment	Chief Financial Officer	FTax Payment	−1,600 sh	$26.00	−$41.6K	44,681
2019-02-21	AVANTAX, INC.F Tax Payment	Chief Financial Officer	FTax Payment	−2,649 sh	$26.85	−$71.1K	46,281
2019-01-02	AVANTAX, INC.Stock Option (Right to Buy)A Award	Chief Financial Officer	AAward	+31.5K sh	—	—	31,539
2019-01-02	AVANTAX, INC.A Award	Chief Financial Officer	AAward	+16.3K sh	—	—	48,930
2018-02-21	AVANTAX, INC.Stock Option (Right to Buy)A Award	Chief Financial Officer	AAward	+58.8K sh	—	—	58,775
2018-02-21	AVANTAX, INC.A Award	Chief Financial Officer	AAward	+32.7K sh	—	—	32,652
2015-01-21	UGIUGI CORP /PA/F Tax Payment	Chief Accounting Officer	FTax Payment	−1,793 sh	$37.98	−$68.1K	20,521
2015-01-21	UGIUGI CORP /PA/ · Performance UnitsM Exercise/Conversion	Chief Accounting Officer	MExercise/Conversion	−5,700 sh	—	—	0
2015-01-21	UGIUGI CORP /PA/M Exercise/Conversion	Chief Accounting Officer	MExercise/Conversion	+5,700 sh	—	—	22,314
2015-01-01	UGIUGI CORP /PA/ · Option (right to buy)A Award	Chief Accounting Officer	AAward	+24.3K sh	—	—	24,300
2015-01-01	UGIUGI CORP /PA/ · Performance UnitsA Award	Chief Accounting Officer	AAward	+3,425 sh	—	—	3,425
2014-01-16	UGIUGI CORP /PA/M Exercise/Conversion	Chief Accounting Officer	MExercise/Conversion	+4,500 sh	—	—	12,532
2014-01-16	UGIUGI CORP /PA/ · Performance UnitsM Exercise/Conversion	Chief Accounting Officer	MExercise/Conversion	−4,500 sh	—	—	0
2014-01-16	UGIUGI CORP /PA/F Tax Payment	Chief Accounting Officer	FTax Payment	−1,456 sh	$41.46	−$60.4K	11,076
2014-01-01	UGIUGI CORP /PA/ · Option (right to buy)A Award	Chief Accounting Officer	AAward	+21K sh	—	—	21,000
2014-01-01	UGIUGI CORP /PA/ · Performance UnitsA Award	Chief Accounting Officer	AAward	+3,200 sh	—	—	3,200
2013-12-12	UGIUGI CORP /PA/P Purchase	Chief Accounting Officer	PPurchase	+3,175 sh	$39.24	+$125K	8,032
2013-11-22	UGIUGI CORP /PA/A Award	Chief Accounting Officer	AAward	+288 sh	—	—	4,857
2013-01-24	UGIUGI CORP /PA/ · Performance UnitsA Award	Chief Accounting Officer	AAward	+3,600 sh	—	—	3,600
2013-01-18	UGIUGI CORP /PA/M Exercise/Conversion	Chief Accounting Officer	MExercise/Conversion	+2,686 sh	—	—	5,364
2013-01-18	UGIUGI CORP /PA/ · Performance UnitsM Exercise/Conversion	Chief Accounting Officer	MExercise/Conversion	−4,500 sh	—	—	0
2013-01-18	UGIUGI CORP /PA/F Tax Payment	Chief Accounting Officer	FTax Payment	−795 sh	$32.71	−$26K	4,569
2013-01-01	UGIUGI CORP /PA/ · Option (right to buy)A Award	Chief Accounting Officer	AAward	+22K sh	—	—	22,000
2012-01-01	UGIUGI CORP /PA/ · Performance UnitsA Award	Chief Accounting Officer	AAward	+3,800 sh	—	—	3,800
2012-01-01	UGIUGI CORP /PA/ · Option (right to buy)A Award	Chief Accounting Officer	AAward	+22K sh	—	—	22,000
2011-03-01	UGIUGI CORP /PA/A Award	Chief Accounting Officer	AAward	+299.8 sh	$31.84	+$9,545.632	299.8
2011-01-18	UGIUGI CORP /PA/ · Performance UnitsM Exercise/Conversion	Chief Accounting Officer	MExercise/Conversion	−2,667 sh	—	—	0
2011-01-18	UGIUGI CORP /PA/F Tax Payment	Chief Accounting Officer	FTax Payment	−846 sh	$31.58	−$26.7K	2,678
2011-01-18	UGIUGI CORP /PA/M Exercise/Conversion	Chief Accounting Officer	MExercise/Conversion	+2,667 sh	—	—	3,524
2011-01-01	UGIUGI CORP /PA/ · Option (right to buy)A Award	Chief Accounting Officer	AAward	+24K sh	—	—	24,000
2011-01-01	UGIUGI CORP /PA/ · Performance UnitsA Award	Chief Accounting Officer	AAward	+4,500 sh	—	—	24,000
2010-01-22	UGIUGI CORP /PA/F Tax Payment	Chief Accounting Officer	FTax Payment	−476 sh	$24.19	−$11.5K	857
2010-01-22	UGIUGI CORP /PA/ · Performance UnitsM Exercise/Conversion	Chief Accounting Officer	MExercise/Conversion	−1,333 sh	$24.19	−$32.2K	0
2010-01-22	UGIUGI CORP /PA/M Exercise/Conversion	Chief Accounting Officer	MExercise/Conversion	+1,333 sh	—	—	1,333
2010-01-01	UGIUGI CORP /PA/ · Option (right to buy)A Award	Chief Accounting Officer	AAward	+24K sh	—	—	24,000
2010-01-01	UGIUGI CORP /PA/ · Performance UnitsA Award	Chief Accounting Officer	AAward	+4,500 sh	—	—	4,500
2009-01-01	UGIUGI CORP /PA/ · Performance UnitsA Award	Chief Accounting Officer	AAward	+1,333 sh	—	—	1,333
2009-01-01	UGIUGI CORP /PA/ · Performance UnitsA Award	Chief Accounting Officer	AAward	+2,667 sh	—	—	2,667
2009-01-01	UGIUGI CORP /PA/ · Performance UnitsA Award	Chief Accounting Officer	AAward	+4,000 sh	—	—	4,000
2009-01-01	UGIUGI CORP /PA/ · Option (right to buy)A Award	Chief Accounting Officer	AAward	+20K sh	$24.42	+$488K	20,000

Recent filings

Accepted (ET)
Jan 64
Athwal Davinder S0001068875-20-000017
SEC(opens sec.gov)
Feb 214
Athwal Davinder S0001453088-19-000004
SEC(opens sec.gov)
Jan 44
Athwal Davinder S0001453088-19-000002
SEC(opens sec.gov)
Feb 234
Athwal Davinder S0001453088-18-000002
SEC(opens sec.gov)
Jan 234
UGI CORP /PA/0001209191-15-006254
SEC(opens sec.gov)
Jan 54
UGI CORP /PA/0001181431-15-000278
SEC(opens sec.gov)
Jan 214
UGI CORP /PA/0001181431-14-003151
SEC(opens sec.gov)
Jan 34
UGI CORP /PA/0001181431-14-000518
SEC(opens sec.gov)
Dec 164
UGI CORP /PA/0001181431-13-062814
SEC(opens sec.gov)
Nov 264
UGI CORP /PA/0001181431-13-060735
SEC(opens sec.gov)
Jan 284
Athwal Davinder S0001181431-13-005021
SEC(opens sec.gov)
Jan 234
Athwal Davinder S0001181431-13-004329
SEC(opens sec.gov)

Companies

Address

460 NORTH GULPH ROAD

KING OF PRUSSIA, PA, 19406