ERNST MARK A reported 2 transactions at AVANTAX, INC.
Review the transaction codes below to understand the nature of each event.
Filed: 11/29/2023ACC: 0001068875-23-000134
-116.57K
Net shares
Net seller
$3.03M
Total sold
0
Open market trades
0B · 0S
2
Total transactions
116.57K disposed
Non-Derivative Transactions2
Common Stock
Direct
Shares
−102.57K
Price / share
$26.00
Trade value
$2.67M
% of position
New position
11/27/2023
102.57K→0.00
Common Stock
Indirect
Shares
−14K
Price / share
$26.00
Trade value
$364K
% of position
New position
11/27/2023
14K→0.00
Total
Net shares
−116.57K
Net value
-$3.03M
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 11/27/2023 | D · Disposition | −102.57K | $26.00 | $2.67M | New position | 102.57K | 0.00 |
| Common Stock Indirect | 11/27/2023 | D · Disposition | −14K | $26.00 | $364K | New position | 14K | 0.00 |
| Total | −116.57K | -$3.03M | ||||||
Derivative Transactions0
No derivative transactions reported