MURRAY STACY (Principal Accounting Officer) reported 1 transaction at AVANTAX, INC.
Review the transaction codes below to understand the nature of each event.
Filed: 11/29/2023ACC: 0001068875-23-000137
Officer· Principal Accounting Officer
Since Jun 2019
-10.81K
Net shares
Net seller
$74.0K
Total sold
0
Open market trades
0B · 0S
3
Total transactions
10.81K disposed
Non-Derivative Transactions1
Common Stock
Direct
Shares
−2.85K
Price / share
$26.00
Trade value
$74K
% of position
New position
11/27/2023
2.85K→0.00
Total
Net shares
−2.85K
Net value
-$74K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 11/27/2023 | D · Disposition | −2.85K | $26.00 | $74K | New position | 2.85K | 0.00 |
| Total | −2.85K | -$74K | ||||||
Derivative Transactions2
Cash-Settled Restricted Stock Unit
Direct
Converts to
Common Stock
3.89K shares
Shares
−3.89K
Strike price
Held after
0.00
Exercisable
—
11/27/2023
Cash-Settled Restricted Stock Unit
Direct
Converts to
Common Stock
4.07K shares
Shares
−4.07K
Strike price
Held after
0.00
Exercisable
—
11/27/2023
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Cash-Settled Restricted Stock Unit Direct | Common Stock3.89K shares | 11/27/2023 | D · Disposition | −3.89K | — | 0.00 | |
| Cash-Settled Restricted Stock Unit Direct | Common Stock4.07K shares | 11/27/2023 | D · Disposition | −4.07K | — | 0.00 |