Insider · CIK 0001757071

Mackay Todd C

Reports to the SEC for 1 company · IRVING, TX

sec.gov

Transactions

Companies

Filings

CIK

0001757071

Forms 4 and 5

Insider transactions

50 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2023-11-27	AVANTAX, INC.D Disposition to Issuer	President of Wealth Mgmt	DDisposition to Issuer	−148K sh	$26.00	−$3.85M	0
2023-11-27	AVANTAX, INC.A Award	President of Wealth Mgmt	AAward	+36.2K sh	—	—	36,166
2023-11-27	AVANTAX, INC.D Disposition to Issuer	President of Wealth Mgmt	DDisposition to Issuer	−36.2K sh	$26.00	−$940K	0
2023-11-27	AVANTAX, INC.A Award	President of Wealth Mgmt	AAward	+38K sh	—	—	38,042
2023-11-27	AVANTAX, INC.D Disposition to Issuer	President of Wealth Mgmt	DDisposition to Issuer	−38K sh	$26.00	−$989K	0
2023-11-27	AVANTAX, INC.A Award	President of Wealth Mgmt	AAward	+24.9K sh	—	—	24,924
2023-11-27	AVANTAX, INC.D Disposition to Issuer	President of Wealth Mgmt	DDisposition to Issuer	−24.9K sh	$26.00	−$648K	0
2023-11-27	AVANTAX, INC.Stock Option (Right to Buy)D Disposition to Issuer	President of Wealth Mgmt	DDisposition to Issuer	−5,977 sh	—	—	0
2023-11-27	AVANTAX, INC.Stock Option (Right to Buy)D Disposition to Issuer	President of Wealth Mgmt	DDisposition to Issuer	−14.5K sh	—	—	0
2023-11-27	AVANTAX, INC.Stock Option (Right to Buy)D Disposition to Issuer	President of Wealth Mgmt	DDisposition to Issuer	−27.6K sh	—	—	0
2023-11-27	AVANTAX, INC.Stock Option (Right to Buy)D Disposition to Issuer	President of Wealth Mgmt	DDisposition to Issuer	−47K sh	—	—	0
2023-11-27	AVANTAX, INC.Stock Option (Right to Buy)D Disposition to Issuer	President of Wealth Mgmt	DDisposition to Issuer	−43.3K sh	—	—	0
2023-05-21	AVANTAX, INC.F Tax Payment	President of Wealth Mgmt	FTax Payment	−2,457 sh	$21.25	−$52.2K	147,916
2023-01-27	AVANTAX, INC.A Award	President of Wealth Mgmt	AAward	+3,868 sh	—	—	152,071
2023-01-27	AVANTAX, INC.F Tax Payment	President of Wealth Mgmt	FTax Payment	−1,698 sh	$29.35	−$49.8K	150,373
2023-01-09	AVANTAX, INC.F Tax Payment	President of Wealth Mgmt	FTax Payment	−1,374 sh	$26.26	−$36.1K	148,203
2023-01-04	AVANTAX, INC.F Tax Payment	President of Wealth Mgmt	FTax Payment	−2,568 sh	$25.72	−$66K	149,577
2023-01-03	AVANTAX, INC.A Award	President of Wealth Mgmt	AAward	+22.9K sh	—	—	155,519
2023-01-03	AVANTAX, INC.F Tax Payment	President of Wealth Mgmt	FTax Payment	−3,374 sh	$23.34	−$78.7K	152,145
2022-06-14	AVANTAX, INC.F Tax Payment	President of Wealth Mgmt	FTax Payment	−681 sh	$16.54	−$11.3K	132,611
2022-05-21	AVANTAX, INC.F Tax Payment	President of Wealth Mgmt	FTax Payment	−2,456 sh	$16.43	−$40.4K	133,292
2022-03-02	AVANTAX, INC.M Exercise/Conversion	President of Wealth Mgmt	MExercise/Conversion	+21.1K sh	$16.32	+$345K	144,043
2022-03-02	AVANTAX, INC.F Tax Payment	President of Wealth Mgmt	FTax Payment	−18.4K sh	$19.87	−$366K	125,607
2022-03-02	AVANTAX, INC.M Exercise/Conversion	President of Wealth Mgmt	MExercise/Conversion	+10.1K sh	$10.67	+$108K	135,748
2022-03-02	AVANTAX, INC.Stock Option (Right to Buy)M Exercise/Conversion	President of Wealth Mgmt	MExercise/Conversion	−21.1K sh	$19.87	−$420K	0
2022-03-02	AVANTAX, INC.Stock Option (Right to Buy)M Exercise/Conversion	President of Wealth Mgmt	MExercise/Conversion	−10.1K sh	$19.87	−$202K	0
2022-01-09	AVANTAX, INC.F Tax Payment	President of Wealth Mgmt	FTax Payment	−1,373 sh	$16.99	−$23.3K	122,924
2022-01-04	AVANTAX, INC.F Tax Payment	President of Wealth Mgmt	FTax Payment	−2,905 sh	$17.80	−$51.7K	124,297
2022-01-03	AVANTAX, INC.A Award	President of Wealth Mgmt	AAward	+31.7K sh	—	—	127,202
2022-01-02	AVANTAX, INC.F Tax Payment	President of Wealth Mgmt	FTax Payment	−538 sh	$17.32	−$9,318.16	95,500
2021-07-08	AVANTAX, INC.F Tax Payment	President of Wealth Mgmt	FTax Payment	−2,167 sh	$16.54	−$35.8K	96,038
2021-06-14	AVANTAX, INC.F Tax Payment	President of Wealth Mgmt	FTax Payment	−3,334 sh	$16.95	−$56.5K	98,205
2021-05-21	AVANTAX, INC.F Tax Payment	President of Wealth Mgmt	FTax Payment	−1,622 sh	$16.37	−$26.6K	101,539
2021-02-20	AVANTAX, INC.F Tax Payment	President of Wealth Mgmt	FTax Payment	−499 sh	$16.18	−$8,073.82	103,161
2021-01-09	AVANTAX, INC.F Tax Payment	President of Wealth Mgmt	FTax Payment	−1,629 sh	$16.05	−$26.1K	103,660
2021-01-04	AVANTAX, INC.A Award	President of Wealth Mgmt	AAward	+26.7K sh	—	—	105,289
2021-01-04	AVANTAX, INC.Stock Option (Right to Buy)A Award	President of Wealth Mgmt	AAward	+43.3K sh	—	—	43,333
2021-01-02	AVANTAX, INC.F Tax Payment	President of Wealth Mgmt	FTax Payment	−539 sh	$15.19	−$8,187.41	78,623
2020-12-31	AVANTAX, INC.F Tax Payment	President of Wealth Mgmt	FTax Payment	−331 sh	$15.19	−$5,027.89	79,162
2020-12-24	AVANTAX, INC.F Tax Payment	President of Wealth Mgmt	FTax Payment	−8,120 sh	$15.06	−$122K	79,493
2020-07-01	AVANTAX, INC.F Tax Payment	President of Wealth Mgmt	FTax Payment	−270 sh	$11.48	−$3,099.6	87,613
2020-06-30	AVANTAX, INC.F Tax Payment	President of Wealth Mgmt	FTax Payment	−218 sh	$11.42	−$2,489.56	87,883
2020-06-14	AVANTAX, INC.F Tax Payment	President of Wealth Mgmt	FTax Payment	−450 sh	$12.98	−$5,843.25	88,101
2020-05-21	AVANTAX, INC.A Award	President of Wealth Mgmt	AAward	+10.1K sh	—	—	73,218
2020-05-21	AVANTAX, INC.F Tax Payment	President of Wealth Mgmt	FTax Payment	−1,458 sh	$11.30	−$16.5K	71,760
2020-05-21	AVANTAX, INC.A Award	President of Wealth Mgmt	AAward	+16.8K sh	—	—	88,551
2020-05-21	AVANTAX, INC.Stock Option (Right to Buy)A Award	President of Wealth Mgmt	AAward	+47K sh	—	—	47,014
2020-02-20	AVANTAX, INC.F Tax Payment	President of Wealth Mgmt	FTax Payment	−499 sh	$22.47	−$11.2K	63,149
2020-01-09	AVANTAX, INC.A Award	President of Wealth Mgmt	AAward	+14.3K sh	—	—	63,648
2020-01-09	AVANTAX, INC.Stock Option (Right to Buy)A Award	President of Wealth Mgmt	AAward	+27.6K sh	—	—	27,634

Recent filings

Accepted (ET)
Nov 294
Mackay Todd C0001068875-23-000135
SEC(opens sec.gov)
May 234
Mackay Todd C0001068875-23-000094
SEC(opens sec.gov)
Jan 314
Mackay Todd C0001068875-23-000044
SEC(opens sec.gov)
Jan 114
Mackay Todd C0001068875-23-000016
SEC(opens sec.gov)
Jan 54
Mackay Todd C0001068875-23-000004
SEC(opens sec.gov)
Jun 164
Mackay Todd C0001068875-22-000089
SEC(opens sec.gov)

Companies

AVANTAX, INC.President of Wealth Mgmt

Address

6333 N. STATE HWY 161 6TH FLOOR

IRVING, TX, 75038