Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| H&R BLOCK INCHRB · Entity 533 | Director · President & CEO | August 31, 2026 | September 02, 2026 |
| JACK HENRY & ASSOCIATES INCJKHY · Entity 3466 | Director | November 17, 2025 | November 18, 2025 |
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.
H&R BLOCK INC
Report date August 31, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 89,283.261 |
Ending reported balance
After 2026-08-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-31 · Grant · Acquired 49,129 · Balance 92,116.261 F1: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. Row 2 · 2026-08-31 · Tax withholding · Disposed 2,833 · Balance 89,283.261 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date.
JACK HENRY & ASSOCIATES INC
Report date November 17, 2025 · Filed November 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,220 |
Reported balance
After 2025-11-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-11-17 · Grant · Acquired 1,220 · Balance 1,220 F1: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. F2: On November 17, 2025, the reporting person was granted restricted stock units, vesting in full on the earlier of (1) the day before the Issuer's 2026 Annual Meeting of Stockholders or (2) the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof.
F2: On November 17, 2025, the reporting person was granted restricted stock units, vesting in full on the earlier of (1) the day before the Issuer's 2026 Annual Meeting of Stockholders or (2) the first anniversary of the grant date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AVANTAX, INC.
Report date December 18, 2022 · Filed December 20, 2022
Section 16 reporting ended · disclosed 2022-12-20. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 100,038 |
Ending reported balance
After 2022-12-18 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2022-12-18 · Tax withholding · Disposed 4,306 · Balance 103,380 F1: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the accelerated vesting of restricted stock units ("RSUs"). The timing and amount of the transaction were determined at the discretion of the Compensation Committee in connection with a change of control of a business segment and was not within the control of the reporting person. Row 2 · 2022-12-18 · Tax withholding · Disposed 2,276 · Balance 101,104 F1: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the accelerated vesting of restricted stock units ("RSUs"). The timing and amount of the transaction were determined at the discretion of the Compensation Committee in connection with a change of control of a business segment and was not within the control of the reporting person. Row 3 · 2022-12-18 · Tax withholding · Disposed 3,829 · Balance 97,275 F1: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the accelerated vesting of restricted stock units ("RSUs"). The timing and amount of the transaction were determined at the discretion of the Compensation Committee in connection with a change of control of a business segment and was not within the control of the reporting person. Row 4 · 2022-12-18 · Grant · Acquired 4,555 · Balance 101,830 F2: On January 9, 2020, the reporting person was granted 15,184 performance-based restricted stock units ("PRSUs") which vest following a three-year performance period based on the satisfaction of certain performance criteria. This transaction reflects an acceleration of vesting of thirty percent of the PRSUs approved by the Compensation Committee in conjunction with a change of control of a business segment. Row 5 · 2022-12-18 · Tax withholding · Disposed 1,792 · Balance 100,038 F1: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the accelerated vesting of restricted stock units ("RSUs"). The timing and amount of the transaction were determined at the discretion of the Compensation Committee in connection with a change of control of a business segment and was not within the control of the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the accelerated vesting of restricted stock units ("RSUs"). The timing and amount of the transaction were determined at the discretion of the Compensation Committee in connection with a change of control of a business segment and was not within the control of the reporting person.
F2: On January 9, 2020, the reporting person was granted 15,184 performance-based restricted stock units ("PRSUs") which vest following a three-year performance period based on the satisfaction of certain performance criteria. This transaction reflects an acceleration of vesting of thirty percent of the PRSUs approved by the Compensation Committee in conjunction with a change of control of a business segment.
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 |
|---|---|---|---|---|---|---|
| August 31, 2026 Filed Sep 2, 2026 20:23 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 2,833 | $51.65 | $146,324.45 |
DisclosureSEC source: 0001225208-26-007530 · doc4.xml · nonDerivative · entry 2 Campbell Curtis A · CIK 0001757308 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,283.261 Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 20:23 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 49,129 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-007530 · doc4.xml · nonDerivative · entry 1 Campbell Curtis A · CIK 0001757308 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,116.261 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. Read SEC document |
| July 08, 2026 Filed Jul 10, 2026 20:32 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 11 | $39.83 | $438.13 |
DisclosureSEC source: 0001225208-26-006575 · doc4.xml · nonDerivative · entry 1 Campbell Curtis A · CIK 0001757308 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,987.261 Read SEC document |
| June 03, 2026 Filed Jun 5, 2026 20:48 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 1,016 | $37.96 | $38,567.36 |
DisclosureSEC source: 0001225208-26-005853 · doc4.xml · nonDerivative · entry 1 Campbell Curtis A · CIK 0001757308 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,558.282 Read SEC document |
| January 05, 2026 Filed Jan 7, 2026 21:32 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 17,216 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-000456 · doc4.xml · nonDerivative · entry 1 Campbell Curtis A · CIK 0001757308 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,821.867 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. Read SEC document |
| November 17, 2025 Filed Nov 18, 2025 21:24 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantRestricted Stock Units · Derivative | 1,220 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-25-000133 · wk-form4_1763501071.xml · derivative · entry 1 Campbell Curtis A · CIK 0001757308 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,220 Underlying: Common Stock · 1,220 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. F2 · derivative.exercise_date: On November 17, 2025, the reporting person was granted restricted stock units, vesting in full on the earlier of (1) the day before the Issuer's 2026 Annual Meeting of Stockholders or (2) the first anniversary of the grant date. F2 · derivative.expiration_date: On November 17, 2025, the reporting person was granted restricted stock units, vesting in full on the earlier of (1) the day before the Issuer's 2026 Annual Meeting of Stockholders or (2) the first anniversary of the grant date. Read SEC document |
| November 11, 2025 Filed Nov 13, 2025 19:34 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionVested Restricted Stock Units · Derivative | 1,159 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-25-000116 · wk-form4_1763062460.xml · derivative · entry 2 Campbell Curtis A · CIK 0001757308 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,315 Underlying: Common Stock · 1,159 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: The reporting person has elected to defer settlement of 1,159 restricted stock units, which have fully vested and will become payable, in cash or common stock, at the Issuer's option, upon the reporting person's termination as a director or on specified future dates, pursuant to the reporting person's elections under the Issuer's Non-Employee Director Deferred Compensation Plan. Each vested restricted stock unit is the economic equivalent of one share of JKHY common stock. F3 · derivative.exercise_date: The reporting person has elected to defer settlement of 1,159 restricted stock units, which have fully vested and will become payable, in cash or common stock, at the Issuer's option, upon the reporting person's termination as a director or on specified future dates, pursuant to the reporting person's elections under the Issuer's Non-Employee Director Deferred Compensation Plan. Each vested restricted stock unit is the economic equivalent of one share of JKHY common stock. F3 · derivative.expiration_date: The reporting person has elected to defer settlement of 1,159 restricted stock units, which have fully vested and will become payable, in cash or common stock, at the Issuer's option, upon the reporting person's termination as a director or on specified future dates, pursuant to the reporting person's elections under the Issuer's Non-Employee Director Deferred Compensation Plan. Each vested restricted stock unit is the economic equivalent of one share of JKHY common stock. Read SEC document |
| November 11, 2025 Filed Nov 13, 2025 19:34 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 1,159 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-25-000116 · wk-form4_1763062460.xml · derivative · entry 1 Campbell Curtis A · CIK 0001757308 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,159 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. F2 · derivative.exercise_date: On November 15, 2024, the reporting person was granted restricted stock units, vesting in full on the earlier of (1) the day before the Issuer's 2025 Annual Meeting of Stockholders or (2) the first anniversary of the grant date F2 · derivative.expiration_date: On November 15, 2024, the reporting person was granted restricted stock units, vesting in full on the earlier of (1) the day before the Issuer's 2025 Annual Meeting of Stockholders or (2) the first anniversary of the grant date Read SEC document |
| August 31, 2025 Filed Sep 3, 2025 20:31 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 1,114 | $50.35 | $56,089.90 |
DisclosureSEC source: 0001225208-25-007718 · doc4.xml · nonDerivative · entry 2 Campbell Curtis A · CIK 0001757308 · Pres, GCT & Chief Product Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,422.52 Read SEC document |
| August 31, 2025 Filed Sep 3, 2025 20:31 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 11,818 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-007718 · doc4.xml · nonDerivative · entry 1 Campbell Curtis A · CIK 0001757308 · Pres, GCT & Chief Product Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,536.52 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. Read SEC document |
| June 03, 2025 Filed Jun 5, 2025 20:31 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 931 | $58.91 | $54,845.21 |
DisclosureSEC source: 0001225208-25-005730 · doc4.xml · nonDerivative · entry 1 Campbell Curtis A · CIK 0001757308 · Pres, GCT & Chief Product Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,634.516 Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 19:58 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantRestricted Stock Units · Derivative | 1,159 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-24-000143 · wk-form4_1732046329.xml · derivative · entry 1 Campbell Curtis A · CIK 0001757308 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,159 Underlying: Common Stock · 1,159 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. F2 · derivative.exercise_date: On November 15, 2024, the reporting person was granted restricted stock units, vesting in full on the earlier of (1) the day before the Issuer's 2025 Annual Meeting of Stockholders or (2) the first anniversary of the grant date F2 · derivative.expiration_date: On November 15, 2024, the reporting person was granted restricted stock units, vesting in full on the earlier of (1) the day before the Issuer's 2025 Annual Meeting of Stockholders or (2) the first anniversary of the grant date Read SEC document |
| November 11, 2024 Filed Nov 13, 2024 21:50 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionVested Restricted Stock Units · Derivative | 1,173 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-24-000127 · wk-form4_1731534597.xml · derivative · entry 2 Campbell Curtis A · CIK 0001757308 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,156 Underlying: Common Stock · 1,173 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: The reporting person has elected to defer settlement of 1,173 restricted stock units, which have fully vested and will become payable, in cash or common stock, at the Issuer's option, upon the reporting person's termination as a director or on specified future dates, pursuant to the reporting person's elections under the Issuer's Non-Employee Director Deferred Compensation Plan. Each vested restricted stock unit is the economic equivalent of one share of JKHY common stock. F3 · derivative.exercise_date: The reporting person has elected to defer settlement of 1,173 restricted stock units, which have fully vested and will become payable, in cash or common stock, at the Issuer's option, upon the reporting person's termination as a director or on specified future dates, pursuant to the reporting person's elections under the Issuer's Non-Employee Director Deferred Compensation Plan. Each vested restricted stock unit is the economic equivalent of one share of JKHY common stock. F3 · derivative.expiration_date: The reporting person has elected to defer settlement of 1,173 restricted stock units, which have fully vested and will become payable, in cash or common stock, at the Issuer's option, upon the reporting person's termination as a director or on specified future dates, pursuant to the reporting person's elections under the Issuer's Non-Employee Director Deferred Compensation Plan. Each vested restricted stock unit is the economic equivalent of one share of JKHY common stock. Read SEC document |
| November 11, 2024 Filed Nov 13, 2024 21:50 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 1,173 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-24-000127 · wk-form4_1731534597.xml · derivative · entry 1 Campbell Curtis A · CIK 0001757308 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,173 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. F2 · derivative.exercise_date: On November 17, 2023, the reporting person was granted restricted stock units, vesting in full on the earlier of (1) the day before the Issuer's 2024 Annual Meeting of Stockholders or (2) the first anniversary of the grant date. F2 · derivative.expiration_date: On November 17, 2023, the reporting person was granted restricted stock units, vesting in full on the earlier of (1) the day before the Issuer's 2024 Annual Meeting of Stockholders or (2) the first anniversary of the grant date. Read SEC document |
| August 31, 2024 Filed Sep 4, 2024 20:31 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 8,293 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-008453 · doc4.xml · nonDerivative · entry 1 Campbell Curtis A · CIK 0001757308 · Pres, GCT & Chief Product Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,270 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. Read SEC document |
| June 03, 2024 Filed Jun 5, 2024 20:32 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 6,977 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-006642 · doc4.xml · nonDerivative · entry 1 Campbell Curtis A · CIK 0001757308 · Pres, GCT & Chief Product Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,977 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. Read SEC document |
| November 17, 2023 Filed Nov 20, 2023 19:15 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantRestricted Stock Units · Derivative | 1,173 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-23-000127 · wk-form4_1700507713.xml · derivative · entry 1 Campbell Curtis A · CIK 0001757308 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,173 Underlying: Common Stock · 1,173 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. F2 · derivative.exercise_date: On November 17, 2023, the reporting person was granted restricted stock units, vesting in full on the earlier of (1) the day before the Issuer's 2024 Annual Meeting of Stockholders or (2) the first anniversary of the grant date. F2 · derivative.expiration_date: On November 17, 2023, the reporting person was granted restricted stock units, vesting in full on the earlier of (1) the day before the Issuer's 2024 Annual Meeting of Stockholders or (2) the first anniversary of the grant date. Read SEC document |
| November 13, 2023 Filed Nov 15, 2023 20:03 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionVested Restricted Stock Units · Derivative | 983 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-23-000115 · wk-form4_1700078619.xml · derivative · entry 2 Campbell Curtis A · CIK 0001757308 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 983 Underlying: Common Stock · 983 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: The reporting person has elected to defer settlement of 983 restricted stock units, which have fully vested and will become payable, in cash or common stock, at the Issuer's option, upon the reporting person's termination as a director or on specified future dates, pursuant to the reporting person's elections under the Issuer's Non-Employee Director Deferred Compensation Plan. Each vested restricted stock unit is the economic equivalent of one share of JKHY common stock. F3 · derivative.exercise_date: The reporting person has elected to defer settlement of 983 restricted stock units, which have fully vested and will become payable, in cash or common stock, at the Issuer's option, upon the reporting person's termination as a director or on specified future dates, pursuant to the reporting person's elections under the Issuer's Non-Employee Director Deferred Compensation Plan. Each vested restricted stock unit is the economic equivalent of one share of JKHY common stock. F3 · derivative.expiration_date: The reporting person has elected to defer settlement of 983 restricted stock units, which have fully vested and will become payable, in cash or common stock, at the Issuer's option, upon the reporting person's termination as a director or on specified future dates, pursuant to the reporting person's elections under the Issuer's Non-Employee Director Deferred Compensation Plan. Each vested restricted stock unit is the economic equivalent of one share of JKHY common stock. Read SEC document |
| November 13, 2023 Filed Nov 15, 2023 20:03 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 983 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-23-000115 · wk-form4_1700078619.xml · derivative · entry 1 Campbell Curtis A · CIK 0001757308 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 983 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. F2 · derivative.exercise_date: On November 18, 2022, the reporting person was granted restricted stock units, vesting in full on the earlier of (1) the day before the Issuer's 2023 Annual Meeting of Stockholders or (2) the first anniversary of the grant date. F2 · derivative.expiration_date: On November 18, 2022, the reporting person was granted restricted stock units, vesting in full on the earlier of (1) the day before the Issuer's 2023 Annual Meeting of Stockholders or (2) the first anniversary of the grant date. Read SEC document |
| December 18, 2022 Filed Dec 20, 2022 20:52 UTC | AVANTAX, INC. BCOR · Entity 107910 | Tax withholdingCommon Stock | 1,792 | $22.59 | $40,481.28 |
DisclosureSEC source: 0001068875-22-000114 · wf-form4_167158756076383.xml · nonDerivative · entry 5 Campbell Curtis A · CIK 0001757308 · President Software 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,038 F1 · shares: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the accelerated vesting of restricted stock units ("RSUs"). The timing and amount of the transaction were determined at the discretion of the Compensation Committee in connection with a change of control of a business segment and was not within the control of the reporting person. Read SEC document |
| December 18, 2022 Filed Dec 20, 2022 20:52 UTC | AVANTAX, INC. BCOR · Entity 107910 | GrantCommon Stock | 4,555 | $0.00 | $0.00 |
DisclosureSEC source: 0001068875-22-000114 · wf-form4_167158756076383.xml · nonDerivative · entry 4 Campbell Curtis A · CIK 0001757308 · President Software 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,830 F2 · shares: On January 9, 2020, the reporting person was granted 15,184 performance-based restricted stock units ("PRSUs") which vest following a three-year performance period based on the satisfaction of certain performance criteria. This transaction reflects an acceleration of vesting of thirty percent of the PRSUs approved by the Compensation Committee in conjunction with a change of control of a business segment. Read SEC document |
| December 18, 2022 Filed Dec 20, 2022 20:52 UTC | AVANTAX, INC. BCOR · Entity 107910 | Tax withholdingCommon Stock | 3,829 | $22.59 | $86,497.11 |
DisclosureSEC source: 0001068875-22-000114 · wf-form4_167158756076383.xml · nonDerivative · entry 3 Campbell Curtis A · CIK 0001757308 · President Software 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,275 F1 · shares: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the accelerated vesting of restricted stock units ("RSUs"). The timing and amount of the transaction were determined at the discretion of the Compensation Committee in connection with a change of control of a business segment and was not within the control of the reporting person. Read SEC document |
| December 18, 2022 Filed Dec 20, 2022 20:52 UTC | AVANTAX, INC. BCOR · Entity 107910 | Tax withholdingCommon Stock | 2,276 | $22.59 | $51,414.84 |
DisclosureSEC source: 0001068875-22-000114 · wf-form4_167158756076383.xml · nonDerivative · entry 2 Campbell Curtis A · CIK 0001757308 · President Software 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,104 F1 · shares: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the accelerated vesting of restricted stock units ("RSUs"). The timing and amount of the transaction were determined at the discretion of the Compensation Committee in connection with a change of control of a business segment and was not within the control of the reporting person. Read SEC document |
| December 18, 2022 Filed Dec 20, 2022 20:52 UTC | AVANTAX, INC. BCOR · Entity 107910 | Tax withholdingCommon Stock | 4,306 | $22.59 | $97,272.54 |
DisclosureSEC source: 0001068875-22-000114 · wf-form4_167158756076383.xml · nonDerivative · entry 1 Campbell Curtis A · CIK 0001757308 · President Software 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,380 F1 · shares: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the accelerated vesting of restricted stock units ("RSUs"). The timing and amount of the transaction were determined at the discretion of the Compensation Committee in connection with a change of control of a business segment and was not within the control of the reporting person. Read SEC document |
| November 18, 2022 Filed Nov 22, 2022 21:26 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantRestricted Stock Units · Derivative | 983 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-22-000134 · wf-form4_166915234949221.xml · derivative · entry 1 Campbell Curtis A · CIK 0001757308 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 983 Underlying: Common Stock · 983 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. F2 · derivative.exercise_date: On November 18, 2022, the reporting person was granted restricted stock units, vesting in full on the earlier of (1) the day before the Issuer's 2023 Annual Meeting of Stockholders or (2) the first anniversary of the grant date. F2 · derivative.expiration_date: On November 18, 2022, the reporting person was granted restricted stock units, vesting in full on the earlier of (1) the day before the Issuer's 2023 Annual Meeting of Stockholders or (2) the first anniversary of the grant date. Read SEC document |
| November 14, 2022 Filed Nov 16, 2022 22:59 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 1,087 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-22-000118 · wf-form4_166863956611800.xml · derivative · entry 2 Campbell Curtis A · CIK 0001757308 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,087 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. F2 · derivative.exercise_date: On November 19, 2021, the reporting person was granted restricted stock units, vesting in full on the earlier of (1) the day before the Issuer's 2022 Annual Meeting of Stockholders or (2) the first anniversary of the grant date F2 · derivative.expiration_date: On November 19, 2021, the reporting person was granted restricted stock units, vesting in full on the earlier of (1) the day before the Issuer's 2022 Annual Meeting of Stockholders or (2) the first anniversary of the grant date Read SEC document |
| November 14, 2022 Filed Nov 16, 2022 22:59 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 1,087 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-22-000118 · wf-form4_166863956611800.xml · nonDerivative · entry 1 Campbell Curtis A · CIK 0001757308 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,469 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. Read SEC document |
| May 21, 2022 Filed May 24, 2022 16:56 UTC | AVANTAX, INC. BCOR · Entity 107910 | Tax withholdingCommon Stock | 2,679 | $16.43 | $44,015.97 |
DisclosureSEC source: 0001068875-22-000084 · wf-form4_165342578280743.xml · nonDerivative · entry 1 Campbell Curtis A · CIK 0001757308 · President Software 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,686 F1 · shares: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units ("RSUs"). The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the reporting person. F2 · balance_after: Not included in this amount are 73,567 performance-based RSUs of which (i) 15,184 are eligible to vest from 0% to 200% following the end of 2022, (ii) 25,550 are eligible to vest from 0% to 200% following the end of 2023, and (iii) 32,833 are eligible to vest from 0% to 200% following the end of 2024. Vesting for each award is subject to the Issuer's achievement of certain financial goals and certification by the Compensation Committee. F3 · balance_after: Includes shares acquired under the Blucora, Inc. 2016 Employee Stock Purchase Plan of 1,802 on May 13, 2022. Read SEC document |
| January 09, 2022 Filed Jan 11, 2022 16:59 UTC | AVANTAX, INC. BCOR · Entity 107910 | Tax withholdingCommon Stock | 1,408 | $16.99 | $23,921.92 |
DisclosureSEC source: 0001068875-22-000025 · wf-form4_164193837328651.xml · nonDerivative · entry 1 Campbell Curtis A · CIK 0001757308 · President Software 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,563 F1 · shares: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units ("RSUs"). The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the reporting person. F2 · balance_after: Not included in this amount are 85,868 performance-based restricted stock units of which (i) 12,301 are eligible to vest from 0% to 200% following the end of 2021, (ii) 15,184 are eligible to vest from 0% to 200% following the end of 2022, (iii) 25,550 are eligible to vest from 0% to 200% following the end of 2023 and (iv) 32,833 are eligible to vest from 0% to 200% following the end of 2024 . Vesting for each award is subject to the Issuer's achievement of certain financial goals and certification by the Compensation Committee. Read SEC document |
| January 04, 2022 Filed Jan 4, 2022 21:24 UTC | AVANTAX, INC. BCOR · Entity 107910 | Tax withholdingCommon Stock | 2,539 | $17.80 | $45,194.20 |
DisclosureSEC source: 0001068875-22-000012 · wf-form4_164134945676971.xml · nonDerivative · entry 3 Campbell Curtis A · CIK 0001757308 · President Software 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,971 F1 · shares: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units ("RSUs"). The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the reporting person. F3 · balance_after: Not included in this amount are 85,868 performance-based RSUs of which (i) 12,301 are eligible to vest from 0% to 200% following the end of 2021, (ii) 15,184 are eligible to vest from 0% to 200% following the end of 2022, (iii) 25,550 are eligible to vest from 0% to 200% following the end of 2023 and (iv) 32,833 are eligible to vest from 0% to 200% following the end of 2024. Vesting for each award is subject to the Issuer's achievement of certain financial goals and certification by the Compensation Committee. Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 21:24 UTC | AVANTAX, INC. BCOR · Entity 107910 | GrantCommon Stock | 32,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001068875-22-000012 · wf-form4_164134945676971.xml · nonDerivative · entry 2 Campbell Curtis A · CIK 0001757308 · President Software 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,510 F2 · shares: Reflects a grant of RSU thats was made to the reporting person on January 3, 2022 and that will vest equally over a three-year period on each anniversary of the grant date. Read SEC document |
| January 02, 2022 Filed Jan 4, 2022 21:24 UTC | AVANTAX, INC. BCOR · Entity 107910 | Tax withholdingCommon Stock | 1,389 | $17.32 | $24,057.48 |
DisclosureSEC source: 0001068875-22-000012 · wf-form4_164134945676971.xml · nonDerivative · entry 1 Campbell Curtis A · CIK 0001757308 · President Software 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,677 F1 · shares: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units ("RSUs"). The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the reporting person. Read SEC document |
| November 20, 2021 Filed Nov 23, 2021 23:01 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionRestricted Stock Units · Derivative | 382 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-21-000124 · wf-form4_163770844038752.xml · derivative · entry 3 Campbell Curtis A · CIK 0001757308 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 382 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. F3 · derivative.exercise_date: On July 1, 2021, the reporting person was granted restricted stock units, vesting in full on November 20, 2021. F3 · derivative.expiration_date: On July 1, 2021, the reporting person was granted restricted stock units, vesting in full on November 20, 2021. Read SEC document |
| November 20, 2021 Filed Nov 23, 2021 23:01 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | Exercise / conversionCommon Stock | 382 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000779152-21-000124 · wf-form4_163770844038752.xml · nonDerivative · entry 1 Campbell Curtis A · CIK 0001757308 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 382 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. Read SEC document |
| November 19, 2021 Filed Nov 23, 2021 23:01 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantRestricted Stock Units · Derivative | 1,087 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-21-000124 · wf-form4_163770844038752.xml · derivative · entry 2 Campbell Curtis A · CIK 0001757308 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,087 Underlying: Common Stock · 1,087 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. F2 · derivative.exercise_date: On November 19, 2021, the reporting person was granted restricted stock units, vesting in full on the earlier of (1) the day before the Issuer's 2022 Annual Meeting of Stockholders or (2) the first anniversary of the grant date F2 · derivative.expiration_date: On November 19, 2021, the reporting person was granted restricted stock units, vesting in full on the earlier of (1) the day before the Issuer's 2022 Annual Meeting of Stockholders or (2) the first anniversary of the grant date Read SEC document |
| July 01, 2021 Filed Jul 1, 2021 21:26 UTC | JACK HENRY & ASSOCIATES INC JKHY · Entity 3466 | GrantRestricted Stock Units · Derivative | 382 | $0.00 | $0.00 |
DisclosureSEC source: 0000779152-21-000039 · wf-form4_162517476943101.xml · derivative · entry 1 Campbell Curtis A · CIK 0001757308 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 382 Underlying: Common Stock · 382 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of JKHY common stock and represents a contingent right to receive one share of JKHY common stock or, at the Issuer's option, the cash value thereof. F2 · derivative.exercise_date: On July 1, 2021, the reporting person was granted restricted stock units, vesting in full on November 20, 2021. F2 · derivative.expiration_date: On July 1, 2021, the reporting person was granted restricted stock units, vesting in full on November 20, 2021. Read SEC document |
| May 21, 2021 Filed May 25, 2021 17:04 UTC | AVANTAX, INC. BCOR · Entity 107910 | Tax withholdingCommon Stock | 1,657 | $16.37 | $27,125.09 |
DisclosureSEC source: 0001068875-21-000075 · wf-form4_162197663889974.xml · nonDerivative · entry 1 Campbell Curtis A · CIK 0001757308 · President Software 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,066 F1 · shares: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units ("RSUs"). The timing and amount of the transaction were determined by the terms of the applicable RSU award and were not within the control of the Reporting Person. F2 · balance_after: Not included in this amount are 53,035 performance-based RSUs of which (i) 12,301 are eligible to vest from 0% to 200% following the end of 2021, (ii) 15,184 are eligible to vest from 0% to 200% following the end of 2022 and (iii) 25,550 are eligible to vest from 0% to 200% following the end of 2023. Vesting for each award is subject to the Issuer's achievement of certain financial goals and certification by the Compensation Committee. Read SEC document |
| January 09, 2021 Filed Jan 12, 2021 17:09 UTC | AVANTAX, INC. BCOR · Entity 107910 | Tax withholdingCommon Stock | 1,613 | $16.05 | $25,888.65 |
DisclosureSEC source: 0001068875-21-000027 · wf-form4_161048937919269.xml · nonDerivative · entry 1 Campbell Curtis A · CIK 0001757308 · President Software 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,723 F1 · shares: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units ("RSUs"). The timing and amount of the transaction were determined by the terms of the applicable RSU award and were not within the control of the reporting person. F2 · balance_after: Not included in this amount are 53,035 performance-based RSUs of which (i) 12,301 are eligible to vest from 0% to 200% following the end of 2021, (ii) 15,184 are eligible to vest from 0% to 200% following the end of 2022 and (iii) 25,550 are eligible to vest from 0% to 200% following the end of 2023. Vesting for each award is subject to the Issuer's achievement of certain financial goals and certification by the Compensation Committee. Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 18:03 UTC | AVANTAX, INC. BCOR · Entity 107910 | GrantStock Option (Right to Buy) · Derivative | 47,450 | $0.00 Strike: $15.00 | $0.00 |
DisclosureSEC source: 0001068875-21-000010 · wf-form4_160988781113831.xml · derivative · entry 3 Campbell Curtis A · CIK 0001757308 · President Software 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,450 Underlying: Common Stock · 47,450 shares Expires 2028-01-04 F4 · derivative.exercise_date: Reflects a grant of a non-qualified stock option that was made to the reporting person on January 4, 2021 and that will vest over a three-year period on each anniversary of the grant date. Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 18:03 UTC | AVANTAX, INC. BCOR · Entity 107910 | GrantCommon Stock | 29,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001068875-21-000010 · wf-form4_160988781113831.xml · nonDerivative · entry 2 Campbell Curtis A · CIK 0001757308 · President Software 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,336 F2 · shares: Reflects a grant of RSUs that was made to the reporting person on January 4, 2021 and that will vest equally over a three-year period on each anniversary of the grant date. F3 · balance_after: Not included in this amount are 53,035 performance-based RSUs of which (i) 12,301 are eligible to vest from 0% to 200% following the end of 2021, (ii) 15,184 are eligible to vest from 0% to 200% following the end of 2022 and (iii) 25,550 are eligible to vest from 0% to 200% following the end of 2023. Vesting for each award is subject to the Issuer's achievement of certain financial goals and certification by the Compensation Committee. Read SEC document |
| January 02, 2021 Filed Jan 5, 2021 18:03 UTC | AVANTAX, INC. BCOR · Entity 107910 | Tax withholdingCommon Stock | 1,389 | $15.19 | $21,098.91 |
DisclosureSEC source: 0001068875-21-000010 · wf-form4_160988781113831.xml · nonDerivative · entry 1 Campbell Curtis A · CIK 0001757308 · President Software 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,136 F1 · shares: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units ("RSUs"). The timing and amount of the transaction were determined by the terms of the applicable RSU award and were not within the control of the reporting person. Read SEC document |
| May 21, 2020 Filed May 26, 2020 17:07 UTC | AVANTAX, INC. BCOR · Entity 107910 | GrantStock Option (Right to Buy) · Derivative | 57,201 | $0.00 Strike: $11.30 | $0.00 |
DisclosureSEC source: 0001068875-20-000112 · wf-form4_159052725753711.xml · derivative · entry 2 Campbell Curtis A · CIK 0001757308 · President Software 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,201 Underlying: Common Stock · 57,201 shares Expires 2027-05-21 F3 · derivative.exercise_date: Reflects a one-time non-qualified option grant that was made to the Reporting Person on May 21, 2020. The option vests according to the following schedule: one-third vests on May 21, 2021, an additional one-third vests on May 21, 2022, and the remaining one-third will vest on May 21, 2023, such that the option will be fully vested on May 21, 2023. Read SEC document |
| May 21, 2020 Filed May 26, 2020 17:07 UTC | AVANTAX, INC. BCOR · Entity 107910 | GrantCommon Stock | 20,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001068875-20-000112 · wf-form4_159052725753711.xml · nonDerivative · entry 1 Campbell Curtis A · CIK 0001757308 · President Software 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,525 F1 · shares: Reflects a one-time restricted stock unit ("RSU") grant that was made to the Reporting Person on May 21, 2020 and that will vest equally over a three-year period on each anniversary of the grant date. F2 · balance_after: Not included in this amount are 27,485 performance-based RSUs of which 12,301 are eligible to vest from 0% to 200% following the end of 2021 and 15,184 are eligible to vest from 0% to 200% following the end of 2022. Vesting for each award is subject to the Issuer's achievement of certain financial goals and certification by the Compensation Committee. Read SEC document |
| January 09, 2020 Filed Jan 13, 2020 18:03 UTC | AVANTAX, INC. BCOR · Entity 107910 | GrantStock Option (Right to Buy) · Derivative | 33,622 | $0.00 Strike: $25.24 | $0.00 |
DisclosureSEC source: 0001068875-20-000031 · wf-form4_157895658579523.xml · derivative · entry 2 Campbell Curtis A · CIK 0001757308 · President, TaxAct 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,622 Underlying: Common Stock · 33,622 shares Expires 2027-01-09 F3 · derivative.exercise_date: Reflects a non-qualified option grant that was made to the reporting person on January 9, 2020. The option vests according to the following schedule: one-third vests on January 9, 2021, an additional one-third vests on January 9, 2022, and the remaining one-third will vest on January 9, 2023, such that the option will be fully vested on January 9, 2023. Read SEC document |
| January 09, 2020 Filed Jan 13, 2020 18:03 UTC | AVANTAX, INC. BCOR · Entity 107910 | GrantCommon Stock | 17,353 | $0.00 | $0.00 |
DisclosureSEC source: 0001068875-20-000031 · wf-form4_157895658579523.xml · nonDerivative · entry 1 Campbell Curtis A · CIK 0001757308 · President, TaxAct 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,096 F1 · shares: Reflects a restricted stock unit grant ("RSUs") that was made to the reporting person on January 9, 2020 and that will vest equally over a three-year period on each anniversary of the grant date. F2 · balance_after: Not included in this amount are 27,485 performance-based restricted stock units of which (i) 12,301 are eligible to vest from 0% to 200% following the end of 2021 and (ii) 15,184 are eligible to vest from 0% to 200% following the end of 2022. Vesting for each award is subject to the Issuer's achievement of certain financial goals and certification by the Compensation Committee. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 17:23 UTC | AVANTAX, INC. BCOR · Entity 107910 | Tax withholdingCommon Stock | 1,389 | $26.00 | $36,114.00 |
DisclosureSEC source: 0001068875-20-000015 · wf-form4_157834936444510.xml · nonDerivative · entry 1 Campbell Curtis A · CIK 0001757308 · President, TaxAct 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,743 F1 · shares: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the Reporting Person. F2 · balance_after: Not included in this amount are 12,301 performance-based restricted stock units, of which from 0% to 200% are eligible to vest on January 1, 2022 subject to the Issuer's achievement of certain financial goals over a three-year period and certification by the Compensation Committee. Read SEC document |
| November 05, 2019 Filed Nov 7, 2019 17:03 UTC | AVANTAX, INC. BCOR · Entity 107910 | Tax withholdingCommon Stock | 1,954 | $22.30 | $43,574.20 |
DisclosureSEC source: 0001068875-19-000122 · wf-form4_157316417800328.xml · nonDerivative · entry 1 Campbell Curtis A · CIK 0001757308 · President, TaxAct 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,132 F1 · shares: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the Reporting Person. F2 · balance_after: Not included in this amount are 12,301 performance-based restricted stock units, of which from 0% to 200% are eligible to vest on January 1, 2022 subject to the Issuer's achievement of certain financial goals over a three-year period and certification by the Compensation Committee. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 16:16 UTC | AVANTAX, INC. BCOR · Entity 107910 | GrantStock Option (Right to Buy) · Derivative | 27,238 | $0.00 Strike: $27.03 | $0.00 |
DisclosureSEC source: 0001757308-19-000002 · wf-form4_154663656481567.xml · derivative · entry 2 Campbell Curtis A · CIK 0001757308 · President, TaxAct 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,238 Underlying: Common Stock · 27,238 shares Expires 2026-01-02 F3 · derivative.exercise_date: The option vests according to the following schedule: one-third vests on January 2, 2020, an additional one-third vest on January 2, 2021, and the remaining one-third will vest on January 2, 2022, such that the option will be fully vested on January 2, 2022. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 16:16 UTC | AVANTAX, INC. BCOR · Entity 107910 | GrantCommon Stock | 14,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001757308-19-000002 · wf-form4_154663656481567.xml · nonDerivative · entry 1 Campbell Curtis A · CIK 0001757308 · President, TaxAct 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,086 F1 · shares: Reflects a grant of restricted stock units ("RSUs") that was made to the reporting person on January 2, 2019 and that will vest equally over a three-year period on each anniversary of the grant date. F2 · balance_after: Not included in this amount are 12,301 performance-based restricted stock units, of which from 0% to 200% are eligible to vest following the end of the 2021 fiscal year subject to the Issuer's achievement of certain financial goals over a three-year period and certification by the Compensation Committee. Read SEC document |
| November 05, 2018 Filed Nov 7, 2018 16:27 UTC | AVANTAX, INC. BCOR · Entity 107910 | GrantCommon Stock | 8,028 | $0.00 | $0.00 |
DisclosureSEC source: 0001757308-18-000004 · wf-form4_154162602589425.xml · nonDerivative · entry 1 Campbell Curtis A · CIK 0001757308 · President, TaxAct, Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,028 F1 · kind: Reflects an initial grant of 8,028 restricted stock units ("RSUs") that was made to the reporting person upon joining Blucora, Inc. The RSUs will vest on the one-year anniversary of the date of grant. 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.