Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AVANTAX, INC.BCOR · Entity 107910 | Director | May 22, 2017 | May 24, 2017 |
| CLARIVATE PLCCLVT · Entity 4778 | Director | September 30, 2026 | October 02, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
AVANTAX, INC.
Report date May 22, 2017 · Filed May 24, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,910 |
Ending reported balance
After 2017-05-23 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2017-05-22 · Exercise / conversion · Acquired 11,100 · Balance 55,010 Row 2 · 2017-05-22 · Exercise / conversion · Acquired 2,000 · Balance 57,010 Row 3 · 2017-05-22 · Sale · Disposed 13,100 · Balance 43,910 F1: These shares sold at a price ranging from $20.35 to $20.65 per share. Upon request by the SEC staff, the issuer or any security holder of the issuer, the reporting person will provide the full information regarding the number of shares sold at each separate price. Row 4 · 2017-05-23 · Exercise / conversion · Acquired 14,000 · Balance 57,910 Row 5 · 2017-05-23 · Sale · Disposed 14,000 · Balance 43,910 F2: These shares sold at a price ranging from $20.80 to $20.85 per share. Upon request by the SEC staff, the issuer or any security holder of the issuer, the reporting person will provide the full information regarding the number of shares sold at each separate price. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.76 · Expires 2019-05-31 | Direct | 0 |
Reported balance
After 2017-05-22 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2017-05-22 · Exercise / conversion · Disposed 11,100 · Balance 0 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.26 · Expires 2018-08-23 | Direct | 25,000 |
Reported balance
After 2017-05-22 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2017-05-22 · Exercise / conversion · Disposed 2,000 · Balance 25,000 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.26 · Expires 2018-08-23 | Direct | 11,000 |
Reported balance
After 2017-05-23 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2017-05-23 · Exercise / conversion · Disposed 14,000 · Balance 11,000 |
| Common StockSEC Table I · non-derivative | IndirectCambridge Information Group I LLC | 1,180,460 |
Reported balance
Holding disclosure · report date 2017-05-22 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 1,180,460 |
| Common StockSEC Table I · non-derivative | IndirectCIG Equity Partners LLC | 60,000 |
Reported balance
Holding disclosure · report date 2017-05-22 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 60,000 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares sold at a price ranging from $20.35 to $20.65 per share. Upon request by the SEC staff, the issuer or any security holder of the issuer, the reporting person will provide the full information regarding the number of shares sold at each separate price.
F2: These shares sold at a price ranging from $20.80 to $20.85 per share. Upon request by the SEC staff, the issuer or any security holder of the issuer, the reporting person will provide the full information regarding the number of shares sold at each separate price.
CLARIVATE PLC
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 322,592 |
Ending reported balance
After 2026-09-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-30 · Grant · Acquired 30,688 · Balance 323,604 F1: Quarterly award of shares elected in lieu of cash retainer of $51,250 for services as a member of the Board of Directors and granted pursuant to the Clarivate Plc Amended and Restated 2019 Incentive Award Plan. The number of shares was calculated by dividing the cash retainer by $1.67, the closing price of the issuer's ordinary shares on September 30, 2026. Row 2 · 2026-09-30 · Tax withholding · Disposed 1,012 · Balance 322,592 F2: Represents shares withheld for taxes. |
| Ordinary SharesSEC Table I · non-derivative | IndirectBy Cambridge Information Group Inc. | 6,819,742 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,819,742 F3: Andrew M. Snyder is the Chief Executive Officer of and a shareholder in Cambridge Information Group Inc. ("CIG"), which acts as manager of Cambridge Information Group I LLC, Cambridge Information Group II LLC and Cambridge Information Group III LLC. CSA GP Corporation is a wholly owned subsidiary of CIG. Mr. Snyder disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| Ordinary SharesSEC Table I · non-derivative | IndirectBy Cambridge Information Group I LLC | 2,247,510 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,247,510 F3: Andrew M. Snyder is the Chief Executive Officer of and a shareholder in Cambridge Information Group Inc. ("CIG"), which acts as manager of Cambridge Information Group I LLC, Cambridge Information Group II LLC and Cambridge Information Group III LLC. CSA GP Corporation is a wholly owned subsidiary of CIG. Mr. Snyder disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| Ordinary SharesSEC Table I · non-derivative | IndirectBy Cambridge Information Group II LLC | 10,178,764 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 10,178,764 F3: Andrew M. Snyder is the Chief Executive Officer of and a shareholder in Cambridge Information Group Inc. ("CIG"), which acts as manager of Cambridge Information Group I LLC, Cambridge Information Group II LLC and Cambridge Information Group III LLC. CSA GP Corporation is a wholly owned subsidiary of CIG. Mr. Snyder disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| Ordinary SharesSEC Table I · non-derivative | IndirectBy Cambridge Information Group III LLC | 3,856,597 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 3,856,597 F3: Andrew M. Snyder is the Chief Executive Officer of and a shareholder in Cambridge Information Group Inc. ("CIG"), which acts as manager of Cambridge Information Group I LLC, Cambridge Information Group II LLC and Cambridge Information Group III LLC. CSA GP Corporation is a wholly owned subsidiary of CIG. Mr. Snyder disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| Ordinary SharesSEC Table I · non-derivative | IndirectBy CSA GP Corporation | 3,417 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 3,417 F3: Andrew M. Snyder is the Chief Executive Officer of and a shareholder in Cambridge Information Group Inc. ("CIG"), which acts as manager of Cambridge Information Group I LLC, Cambridge Information Group II LLC and Cambridge Information Group III LLC. CSA GP Corporation is a wholly owned subsidiary of CIG. Mr. Snyder disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| Ordinary SharesSEC Table I · non-derivative | IndirectBy Snyder 2011 Family Trust | 238,500 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 238,500 F4: Andrew M. Snyder serves as a trustee and is one of the beneficiaries of the Snyder 2011 Family Trust. Mr. Snyder disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Quarterly award of shares elected in lieu of cash retainer of $51,250 for services as a member of the Board of Directors and granted pursuant to the Clarivate Plc Amended and Restated 2019 Incentive Award Plan. The number of shares was calculated by dividing the cash retainer by $1.67, the closing price of the issuer's ordinary shares on September 30, 2026.
F2: Represents shares withheld for taxes.
F3: Andrew M. Snyder is the Chief Executive Officer of and a shareholder in Cambridge Information Group Inc. ("CIG"), which acts as manager of Cambridge Information Group I LLC, Cambridge Information Group II LLC and Cambridge Information Group III LLC. CSA GP Corporation is a wholly owned subsidiary of CIG. Mr. Snyder disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
F4: Andrew M. Snyder serves as a trustee and is one of the beneficiaries of the Snyder 2011 Family Trust. Mr. Snyder disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 13, 2017 Filed Apr 17, 2017 16:57 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 15,000 | $17.08 | $256,215.00 |
DisclosureSEC source: 0001345669-17-000031 · wf-form4_149246263012838.xml · nonDerivative · entry 1 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,554,009 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| April 12, 2017 Filed Apr 13, 2017 17:30 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 13,700 | $16.98 | $232,558.87 |
DisclosureSEC source: 0001345669-17-000029 · wf-form4_149211901456917.xml · nonDerivative · entry 2 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,569,009 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| April 11, 2017 Filed Apr 13, 2017 17:30 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 15,000 | $17.05 | $255,780.00 |
DisclosureSEC source: 0001345669-17-000029 · wf-form4_149211901456917.xml · nonDerivative · entry 1 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,582,709 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| April 10, 2017 Filed Apr 10, 2017 17:17 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 12,500 | $17.13 | $214,105.00 |
DisclosureSEC source: 0001345669-17-000027 · wf-form4_149185906518163.xml · nonDerivative · entry 3 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,597,709 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| April 07, 2017 Filed Apr 10, 2017 17:17 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 15,000 | $17.27 | $259,108.50 |
DisclosureSEC source: 0001345669-17-000027 · wf-form4_149185906518163.xml · nonDerivative · entry 2 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,610,209 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| April 06, 2017 Filed Apr 10, 2017 17:17 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 15,000 | $17.41 | $261,217.50 |
DisclosureSEC source: 0001345669-17-000027 · wf-form4_149185906518163.xml · nonDerivative · entry 1 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,625,209 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| April 05, 2017 Filed Apr 5, 2017 17:04 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 15,000 | $17.51 | $262,624.50 |
DisclosureSEC source: 0001345669-17-000025 · wf-form4_149142627423080.xml · nonDerivative · entry 3 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,640,209 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| April 04, 2017 Filed Apr 5, 2017 17:04 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 10,800 | $17.38 | $187,695.36 |
DisclosureSEC source: 0001345669-17-000025 · wf-form4_149142627423080.xml · nonDerivative · entry 2 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,655,209 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 17:04 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 15,000 | $17.32 | $259,725.00 |
DisclosureSEC source: 0001345669-17-000025 · wf-form4_149142627423080.xml · nonDerivative · entry 1 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,666,009 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| March 31, 2017 Filed Mar 31, 2017 16:50 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 13,320 | $17.44 | $232,358.08 |
DisclosureSEC source: 0001345669-17-000023 · wf-form4_149099340088610.xml · nonDerivative · entry 3 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,681,009 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| March 30, 2017 Filed Mar 31, 2017 16:50 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 13,000 | $17.50 | $227,549.40 |
DisclosureSEC source: 0001345669-17-000023 · wf-form4_149099340088610.xml · nonDerivative · entry 2 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,694,329 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| March 29, 2017 Filed Mar 31, 2017 16:50 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 10,000 | $17.65 | $176,488.00 |
DisclosureSEC source: 0001345669-17-000023 · wf-form4_149099340088610.xml · nonDerivative · entry 1 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,707,329 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| March 28, 2017 Filed Mar 29, 2017 17:30 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 10,000 | $17.49 | $174,915.00 |
DisclosureSEC source: 0001345669-17-000021 · wf-form4_149082301455079.xml · nonDerivative · entry 2 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,717,329 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| March 27, 2017 Filed Mar 29, 2017 17:30 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 10,000 | $17.57 | $175,668.00 |
DisclosureSEC source: 0001345669-17-000021 · wf-form4_149082301455079.xml · nonDerivative · entry 1 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,727,329 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| March 24, 2017 Filed Mar 24, 2017 19:09 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 10,000 | $17.55 | $175,545.00 |
DisclosureSEC source: 0001345669-17-000020 · wf-form4_149039697621434.xml · nonDerivative · entry 2 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,737,329 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| March 23, 2017 Filed Mar 24, 2017 19:09 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 10,000 | $17.34 | $173,383.00 |
DisclosureSEC source: 0001345669-17-000020 · wf-form4_149039697621434.xml · nonDerivative · entry 1 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,747,329 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| March 22, 2017 Filed Mar 22, 2017 17:01 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 10,000 | $16.69 | $166,869.00 |
DisclosureSEC source: 0001345669-17-000018 · wf-form4_149021650280320.xml · nonDerivative · entry 3 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,757,329 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| March 21, 2017 Filed Mar 22, 2017 17:01 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 10,000 | $16.53 | $165,287.00 |
DisclosureSEC source: 0001345669-17-000018 · wf-form4_149021650280320.xml · nonDerivative · entry 2 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,767,329 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| March 20, 2017 Filed Mar 22, 2017 17:01 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 10,000 | $16.09 | $160,908.00 |
DisclosureSEC source: 0001345669-17-000018 · wf-form4_149021650280320.xml · nonDerivative · entry 1 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,777,329 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| March 17, 2017 Filed Mar 17, 2017 18:54 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 10,000 | $16.06 | $160,573.00 |
DisclosureSEC source: 0001345669-17-000016 · wf-form4_148979125140130.xml · nonDerivative · entry 2 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,787,329 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| March 16, 2017 Filed Mar 17, 2017 18:54 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 10,000 | $16.16 | $161,608.00 |
DisclosureSEC source: 0001345669-17-000016 · wf-form4_148979125140130.xml · nonDerivative · entry 1 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,797,329 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| March 15, 2017 Filed Mar 15, 2017 17:27 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 10,000 | $16.18 | $161,780.00 |
DisclosureSEC source: 0001345669-17-000014 · wf-form4_148961320839619.xml · nonDerivative · entry 3 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,807,329 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| March 14, 2017 Filed Mar 15, 2017 17:27 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 10,000 | $16.02 | $160,195.00 |
DisclosureSEC source: 0001345669-17-000014 · wf-form4_148961320839619.xml · nonDerivative · entry 2 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,817,329 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| March 13, 2017 Filed Mar 15, 2017 17:27 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 10,000 | $16.29 | $162,891.00 |
DisclosureSEC source: 0001345669-17-000014 · wf-form4_148961320839619.xml · nonDerivative · entry 1 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,827,329 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| March 10, 2017 Filed Mar 10, 2017 18:22 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 10,000 | $16.31 | $163,071.00 |
DisclosureSEC source: 0001345669-17-000012 · wf-form4_148918811076075.xml · nonDerivative · entry 2 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,837,329 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| March 09, 2017 Filed Mar 10, 2017 18:22 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 10,000 | $16.10 | $161,025.00 |
DisclosureSEC source: 0001345669-17-000012 · wf-form4_148918811076075.xml · nonDerivative · entry 1 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,847,329 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| March 08, 2017 Filed Mar 8, 2017 17:08 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 10,000 | $16.22 | $162,211.00 |
DisclosureSEC source: 0001345669-17-000010 · wf-form4_148901087560901.xml · nonDerivative · entry 3 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,857,329 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| March 07, 2017 Filed Mar 8, 2017 17:08 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 10,000 | $16.17 | $161,678.00 |
DisclosureSEC source: 0001345669-17-000010 · wf-form4_148901087560901.xml · nonDerivative · entry 2 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,867,329 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 17:08 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 10,000 | $16.03 | $160,315.00 |
DisclosureSEC source: 0001345669-17-000010 · wf-form4_148901087560901.xml · nonDerivative · entry 1 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,877,329 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| March 03, 2017 Filed Mar 3, 2017 17:24 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 10,000 | $16.00 | $159,954.00 |
DisclosureSEC source: 0001345669-17-000008 · wf-form4_148857986017215.xml · nonDerivative · entry 3 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,887,329 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| March 02, 2017 Filed Mar 3, 2017 17:24 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 10,000 | $16.44 | $164,433.00 |
DisclosureSEC source: 0001345669-17-000008 · wf-form4_148857986017215.xml · nonDerivative · entry 2 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,897,329 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:24 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 10,000 | $16.13 | $161,308.00 |
DisclosureSEC source: 0001345669-17-000008 · wf-form4_148857986017215.xml · nonDerivative · entry 1 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,907,329 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 17:28 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 3,131 | $15.75 | $49,313.25 |
DisclosureSEC source: 0001345669-17-000006 · wf-form4_148840731048501.xml · nonDerivative · entry 1 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,917,329 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 18:13 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 10,000 | $15.85 | $158,535.00 |
DisclosureSEC source: 0001345669-17-000004 · wf-form4_148789161155178.xml · nonDerivative · entry 1 Snyder Andrew Miles · CIK 0001345669 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cambridge Information Group I LLC Disclosed balance after: 1,920,460 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by Cambridge Information Group I, LLC on November 28, 2016. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.