MACKAY TODD C (Interim CEO HD Vest) received a stock award from AVANTAX, INC.
Compensation award — not an open‑market transaction. Less informative as a directional signal.
Common Stock
Shares
−147.92K
Price / share
$26.00
Trade value
$3.85M
% of position
Common Stock
Shares
+36.17K
Price / share
—
Trade value
—
% of position
Common Stock
Shares
−36.17K
Price / share
$26.00
Trade value
$940.32K
% of position
Common Stock
Shares
+38.04K
Price / share
—
Trade value
—
% of position
Common Stock
Shares
−38.04K
Price / share
$26.00
Trade value
$989.09K
% of position
Common Stock
Shares
+24.92K
Price / share
—
Trade value
—
% of position
Common Stock
Shares
−24.92K
Price / share
$26.00
Trade value
$648.02K
% of position
Net shares
−147.92K
Net value
-$6.42M
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 11/27/2023 | D · Disposition | −147.92K | $26.00 | $3.85M | New position | 147.92K | 0.00 |
| Common Stock Direct | 11/27/2023 | A · Award | +36.17K | — | — | New position | 0.00 | 36.17K |
| Common Stock Direct | 11/27/2023 | D · Disposition | −36.17K | $26.00 | $940.32K | New position | 36.17K | 0.00 |
| Common Stock Direct | 11/27/2023 | A · Award | +38.04K | — | — | New position | 0.00 | 38.04K |
| Common Stock Direct | 11/27/2023 | D · Disposition | −38.04K | $26.00 | $989.09K | New position | 38.04K | 0.00 |
| Common Stock Direct | 11/27/2023 | A · Award | +24.92K | — | — | New position | 0.00 | 24.92K |
| Common Stock Direct | 11/27/2023 | D · Disposition | −24.92K | $26.00 | $648.02K | New position | 24.92K | 0.00 |
| Total | −147.92K | -$6.42M | ||||||
Stock Option (Right to Buy)
Common Stock
5.98K shares
Shares
−5.98K
Strike price
21.20
Held after
0.00
Exercisable
—
Stock Option (Right to Buy)
Common Stock
14.48K shares
Shares
−14.48K
Strike price
22.10
Held after
0.00
Exercisable
—
Stock Option (Right to Buy)
Common Stock
27.63K shares
Shares
−27.63K
Strike price
25.24
Held after
0.00
Exercisable
—
Stock Option (Right to Buy)
Common Stock
47.01K shares
Shares
−47.01K
Strike price
11.30
Held after
0.00
Exercisable
—
Stock Option (Right to Buy)
Common Stock
43.33K shares
Shares
−43.33K
Strike price
15
Held after
0.00
Exercisable
—
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Stock Option (Right to Buy) Direct | Common Stock5.98K shares | 11/27/2023 | D · Disposition | −5.98K | 21.20 | — | 0.00 |
| Stock Option (Right to Buy) Direct | Common Stock14.48K shares | 11/27/2023 | D · Disposition | −14.48K | 22.10 | — | 0.00 |
| Stock Option (Right to Buy) Direct | Common Stock27.63K shares | 11/27/2023 | D · Disposition | −27.63K | 25.24 | — | 0.00 |
| Stock Option (Right to Buy) Direct | Common Stock47.01K shares | 11/27/2023 | D · Disposition | −47.01K | 11.30 | — | 0.00 |
| Stock Option (Right to Buy) Direct | Common Stock43.33K shares | 11/27/2023 | D · Disposition | −43.33K | 15 | — | 0.00 |