AVANTAX, INC.

PrivateCIK: 1068875
Location

DALLAS, TX

Total Insiders

30

Active leadership & owners

Board Directors

16

Governing body

Corporate Officers

15

Executive management

10%+ Owners

0

Major shareholders

Active Insiders

30

Currently serving

Former Insiders

0

Past roles

ALDRICH STEVEN
Director
Position
TenureSince May 2019
Holdings
ATWELL WILLIAM L
Director
Position
TenureSince May 2019
Holdings
CLENDENING JOHN S
DirectorOfficer
PositionPresident and CEO
TenureSince Jul 2018
Holdings
DUNN LANCE G
Director
Position
TenureSince Sep 2018
Holdings
ERNST MARK A
Director
Position
TenureSince Mar 2020
Holdings
GARDNER H. MCINTYRE
Director
Position
TenureSince Aug 2018
Holdings
HAYLES CAROL
Director
Position
TenureSince Jul 2018
Holdings
KOTECHA KANAYALAL AMRITLAL
Director
Position
TenureSince Mar 2022
Holdings
LEAMAN J RICHARD III
Director
Position
TenureSince Mar 2022
Holdings
MACILWAINE JOHN
Director
Position
TenureSince Jul 2018
Holdings
Page 1 of 3