Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AVANTAX, INC.BCOR · Entity 107910 | Director | May 23, 2022 | January 20, 2023 |
| Axalta Coating Systems Ltd.AXTA · Entity 3667 | Director | March 03, 2026 | March 05, 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 23, 2022 · Filed January 20, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 63,639 |
Reported balance
After 2022-05-23 transaction · row 1
1 source rowRow 1 · 2022-05-23 · Grant · Acquired 1,213 · Balance 63,639 F1: Reflects a grant of restricted stock units that will vest on the earlier of the one-year anniversary of the date of grant or the first annual stockholders meeting after the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a grant of restricted stock units that will vest on the earlier of the one-year anniversary of the date of grant or the first annual stockholders meeting after the grant date.
Axalta Coating Systems Ltd.
Report date March 03, 2026 · Filed March 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 13,453 |
Reported balance
After 2026-03-04 transaction · row 1
1 source rowRow 1 · 2026-03-04 · Exercise / conversion · Acquired 5,832 · Balance 13,453 F1: Restricted stock units convert into common shares on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,313 |
Reported balance
After 2026-03-03 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-03 · Grant · Acquired 6,313 · Balance 6,313 F2: Each restricted stock unit represents a contingent right to receive one common share of Axalta Coating Systems Ltd. F3: This restricted stock unit grant vests in full on the first anniversary of the grant date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-04 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-04 · Exercise / conversion · Disposed 5,832 · Balance 0 F1: Restricted stock units convert into common shares on a one-for-one basis. F4: On March 4, 2025, the reporting person was granted 5,832 restricted stock units, vesting in full on March 4, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common shares on a one-for-one basis.
F2: Each restricted stock unit represents a contingent right to receive one common share of Axalta Coating Systems Ltd.
F3: This restricted stock unit grant vests in full on the first anniversary of the grant date.
F4: On March 4, 2025, the reporting person was granted 5,832 restricted stock units, vesting in full on March 4, 2026.
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 |
|---|---|---|---|---|---|---|
| March 04, 2026 Filed Mar 5, 2026 23:05 UTC | Axalta Coating Systems Ltd. AXTA · Entity 3667 | Exercise / conversionRestricted Stock Units · Derivative | 5,832 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-015395 · wk-form4_1772751915.xml · derivative · entry 3 Zappone Mary Slagle · CIK 0001635468 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 5,832 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: Restricted stock units convert into common shares on a one-for-one basis. F4 · derivative.exercise_date: On March 4, 2025, the reporting person was granted 5,832 restricted stock units, vesting in full on March 4, 2026. F4 · derivative.expiration_date: On March 4, 2025, the reporting person was granted 5,832 restricted stock units, vesting in full on March 4, 2026. Read SEC document |
| March 04, 2026 Filed Mar 5, 2026 23:05 UTC | Axalta Coating Systems Ltd. AXTA · Entity 3667 | Exercise / conversionCommon Shares | 5,832 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-015395 · wk-form4_1772751915.xml · nonDerivative · entry 1 Zappone Mary Slagle · CIK 0001635468 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,453 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: Restricted stock units convert into common shares on a one-for-one basis. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 23:05 UTC | Axalta Coating Systems Ltd. AXTA · Entity 3667 | GrantRestricted Stock Units · Derivative | 6,313 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-015395 · wk-form4_1772751915.xml · derivative · entry 2 Zappone Mary Slagle · CIK 0001635468 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,313 Underlying: Common Shares · 6,313 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one common share of Axalta Coating Systems Ltd. F3 · derivative.exercise_date: This restricted stock unit grant vests in full on the first anniversary of the grant date. F3 · derivative.expiration_date: This restricted stock unit grant vests in full on the first anniversary of the grant date. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 23:19 UTC | Axalta Coating Systems Ltd. AXTA · Entity 3667 | GrantRestricted Stock Units · Derivative | 5,832 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-011085 · wk-form4_1741303154.xml · derivative · entry 1 Zappone Mary Slagle · CIK 0001635468 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,832 Underlying: Common Shares · 5,832 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one common share of Axalta Coating Systems Ltd. F2 · derivative.exercise_date: This restricted stock unit grant vests in full on the first anniversary of the grant date. F2 · derivative.expiration_date: This restricted stock unit grant vests in full on the first anniversary of the grant date. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 22:52 UTC | Axalta Coating Systems Ltd. AXTA · Entity 3667 | Exercise / conversionRestricted Stock Units · Derivative | 6,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-010026 · wk-form4_1741128752.xml · derivative · entry 2 Zappone Mary Slagle · CIK 0001635468 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 6,157 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: Restricted stock units convert into common shares on a one-for-one basis. F2 · derivative.exercise_date: On February 28, 2024, the reporting person was granted 6,157 restricted stock units, vesting in full on February 28, 2025. F2 · derivative.expiration_date: On February 28, 2024, the reporting person was granted 6,157 restricted stock units, vesting in full on February 28, 2025. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 22:52 UTC | Axalta Coating Systems Ltd. AXTA · Entity 3667 | Exercise / conversionCommon Shares | 6,157 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-010026 · wk-form4_1741128752.xml · nonDerivative · entry 1 Zappone Mary Slagle · CIK 0001635468 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,621 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: Restricted stock units convert into common shares on a one-for-one basis. Read SEC document |
| October 25, 2024 Filed Oct 29, 2024 23:08 UTC | Axalta Coating Systems Ltd. AXTA · Entity 3667 | Exercise / conversionRestricted Stock Units · Derivative | 1,464 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-044169 · wk-form4_1730243285.xml · derivative · entry 2 Zappone Mary Slagle · CIK 0001635468 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 1,464 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: Restricted stock units convert into common shares on a one-for-one basis. F2 · derivative.exercise_date: On October 25, 2023, the reporting person was granted 1,464 restricted stock units, vesting in full on October 25, 2024. F2 · derivative.expiration_date: On October 25, 2023, the reporting person was granted 1,464 restricted stock units, vesting in full on October 25, 2024. Read SEC document |
| October 25, 2024 Filed Oct 29, 2024 23:08 UTC | Axalta Coating Systems Ltd. AXTA · Entity 3667 | Exercise / conversionCommon Shares | 1,464 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-044169 · wk-form4_1730243285.xml · nonDerivative · entry 1 Zappone Mary Slagle · CIK 0001635468 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,464 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: Restricted stock units convert into common shares on a one-for-one basis. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:12 UTC | Axalta Coating Systems Ltd. AXTA · Entity 3667 | GrantRestricted Stock Units · Derivative | 6,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-008204 · wk-form4_1709327540.xml · derivative · entry 1 Zappone Mary Slagle · CIK 0001635468 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,157 Underlying: Common Shares · 6,157 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one common share of Axalta Coating Systems Ltd. F2 · derivative.exercise_date: This restricted stock unit grant vests in full on the first anniversary of the grant date. F2 · derivative.expiration_date: This restricted stock unit grant vests in full on the first anniversary of the grant date. Read SEC document |
| October 25, 2023 Filed Oct 27, 2023 20:44 UTC | Axalta Coating Systems Ltd. AXTA · Entity 3667 | GrantRestricted Stock Units · Derivative | 1,464 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-053774 · doc4.xml · derivative · entry 1 Zappone Mary Slagle · CIK 0001635468 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,464 Underlying: Common Shares · 1,464 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one common share of Axalta Coating Systems Ltd. F2 · derivative.exercise_date: This restricted stock unit grant vests in full on the first anniversary of the grant date. F2 · derivative.expiration_date: This restricted stock unit grant vests in full on the first anniversary of the grant date. Read SEC document |
| May 23, 2022 Filed Jan 20, 2023 21:27 UTC | AVANTAX, INC. BCOR · Entity 107910 | GrantCommon Stock | 1,213 | $0.00 | $0.00 |
DisclosureSEC source: 0001068875-23-000029 · wf-form4_167426801683018.xml · nonDerivative · entry 1 Zappone Mary Slagle · CIK 0001635468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,639 F1 · shares: Reflects a grant of restricted stock units that will vest on the earlier of the one-year anniversary of the date of grant or the first annual stockholders meeting after the grant date. Read SEC document |
| April 20, 2022 Filed Apr 22, 2022 18:17 UTC | AVANTAX, INC. BCOR · Entity 107910 | GrantCommon Stock | 5,946 | $0.00 | $0.00 |
DisclosureSEC source: 0001068875-22-000059 · wf-form4_165066584693512.xml · nonDerivative · entry 1 Zappone Mary Slagle · CIK 0001635468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,426 F1 · shares: Reflects a grant of restricted stock units ("RSUs") that was made to the reporting person on April 20, 2022 and that will vest on the earlier of the one-year anniversary of the date of grant or the first annual meeting of stockholders after the grant date. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 18:12 UTC | AVANTAX, INC. BCOR · Entity 107910 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,945 | $19.64 Strike: $14.39 | $214,959.80 |
DisclosureSEC source: 0001068875-22-000048 · wf-form4_164634909492200.xml · derivative · entry 6 Zappone Mary Slagle · CIK 0001635468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,945 shares Expires 2022-03-06 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. F4 · derivative.exercise_date: The option vested according to the following schedule: one-third vested on March 6, 2016, an additional one-third vested on March 6, 2017 and the remaining one-third vested on March 6 2018, such that the option fully vested on March 6, 2018. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 18:12 UTC | AVANTAX, INC. BCOR · Entity 107910 | Exercise / conversionStock Options (Right to Buy) · Derivative | 2,308 | $19.64 Strike: $14.39 | $45,329.12 |
DisclosureSEC source: 0001068875-22-000048 · wf-form4_164634909492200.xml · derivative · entry 5 Zappone Mary Slagle · CIK 0001635468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,308 shares Expires 2022-03-06 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_date: The option vested 100% on May 21, 2015. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 18:12 UTC | AVANTAX, INC. BCOR · Entity 107910 | Tax withholdingCommon Stock | 8,019 | $19.64 | $157,493.16 |
DisclosureSEC source: 0001068875-22-000048 · wf-form4_164634909492200.xml · nonDerivative · entry 4 Zappone Mary Slagle · CIK 0001635468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,480 F2 · shares: Represents a "net exercise" of outstanding stock options. The reporting person received 2,926 shares of common stock on net exercise of option to purchase 10,945 shares of common stock. The reporting person forfeited 8,019 shares of common stock underlying the option in payment of the exercise price, using the closing stock price on March 1, 2022 of $19.64. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 18:12 UTC | AVANTAX, INC. BCOR · Entity 107910 | Tax withholdingCommon Stock | 1,691 | $19.64 | $33,211.24 |
DisclosureSEC source: 0001068875-22-000048 · wf-form4_164634909492200.xml · nonDerivative · entry 3 Zappone Mary Slagle · CIK 0001635468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,499 F1 · shares: Represents a "net exercise" of outstanding stock options. The reporting person received 617 shares of common stock on net exercise of option to purchase 2,308 shares of common stock. The reporting person forfeited 1,691 shares of common stock underlying the option in payment of the exercise price, using the closing stock price on March 1,2022 of $19.64. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 18:12 UTC | AVANTAX, INC. BCOR · Entity 107910 | Exercise / conversionCommon Stock | 10,945 | $14.39 | $157,498.55 |
DisclosureSEC source: 0001068875-22-000048 · wf-form4_164634909492200.xml · nonDerivative · entry 2 Zappone Mary Slagle · CIK 0001635468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,190 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. F2 · shares: Represents a "net exercise" of outstanding stock options. The reporting person received 2,926 shares of common stock on net exercise of option to purchase 10,945 shares of common stock. The reporting person forfeited 8,019 shares of common stock underlying the option in payment of the exercise price, using the closing stock price on March 1, 2022 of $19.64. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 18:12 UTC | AVANTAX, INC. BCOR · Entity 107910 | Exercise / conversionCommon Stock | 2,308 | $14.39 | $33,212.12 |
DisclosureSEC source: 0001068875-22-000048 · wf-form4_164634909492200.xml · nonDerivative · entry 1 Zappone Mary Slagle · CIK 0001635468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,245 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 · shares: Represents a "net exercise" of outstanding stock options. The reporting person received 617 shares of common stock on net exercise of option to purchase 2,308 shares of common stock. The reporting person forfeited 1,691 shares of common stock underlying the option in payment of the exercise price, using the closing stock price on March 1,2022 of $19.64. Read SEC document |
| April 26, 2021 Filed Apr 28, 2021 17:19 UTC | AVANTAX, INC. BCOR · Entity 107910 | GrantCommon Stock | 8,012 | $0.00 | $0.00 |
DisclosureSEC source: 0001068875-21-000056 · wf-form4_161964474412791.xml · nonDerivative · entry 1 Zappone Mary Slagle · CIK 0001635468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,937 F1 · shares: Reflects a grant of restricted stock units ("RSUs") that was made to the Reporting Person on April 26, 2021 and that will vest on the earlier of the one-year anniversary of the date of grant or the first annual stockholders meeting following such date of grant. Read SEC document |
| May 21, 2020 Filed May 26, 2020 17:10 UTC | AVANTAX, INC. BCOR · Entity 107910 | GrantCommon Stock | 11,061 | $0.00 | $0.00 |
DisclosureSEC source: 0001068875-20-000114 · wf-form4_159052739001673.xml · nonDerivative · entry 1 Zappone Mary Slagle · CIK 0001635468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,925 F1 · shares: Reflects a grant of restricted stock units that will vest on the earlier of the one-year anniversary of the date of grant or the first annual stockholders meeting after the grant date. Read SEC document |
| June 04, 2019 Filed Jun 6, 2019 16:39 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 6,432 | $31.52 | $202,736.64 |
DisclosureSEC source: 0001635468-19-000003 · wf-form4_155985357596757.xml · nonDerivative · entry 1 Zappone Mary Slagle · CIK 0001635468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,864 F1 · price: The price reported in Column 4 is a weighted average price. These shares sold in multiple transactions at prices ranging from $31.23 to $31.77. 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. Read SEC document |
| May 23, 2019 Filed May 24, 2019 17:02 UTC | AVANTAX, INC. BCOR · Entity 107910 | GrantCommon Stock | 3,972 | $0.00 | $0.00 |
DisclosureSEC source: 0001635468-19-000001 · wf-form4_155873175901103.xml · nonDerivative · entry 1 Zappone Mary Slagle · CIK 0001635468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,296 F1 · shares: Reflects a grant of restricted stock units that will vest on the earlier of the one-year anniversary of the date of grant or the first annual stockholders meeting after the grant date. Read SEC document |
| August 03, 2018 Filed Aug 6, 2018 16:40 UTC | AVANTAX, INC. BCOR · Entity 107910 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,118 | $0.00 Strike: $16.01 | $0.00 |
DisclosureSEC source: 0001635468-18-000003 · wf-form4_153358800063249.xml · derivative · entry 3 Zappone Mary Slagle · CIK 0001635468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,118 shares Expires 2022-05-28 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. F2 · derivative.exercise_date: The option became fully vested and exercisable on May 28, 2016. Read SEC document |
| August 03, 2018 Filed Aug 6, 2018 16:40 UTC | AVANTAX, INC. BCOR · Entity 107910 | SaleCommon Stock | 10,118 | $35.49 | $359,128.29 |
DisclosureSEC source: 0001635468-18-000003 · wf-form4_153358800063249.xml · nonDerivative · entry 2 Zappone Mary Slagle · CIK 0001635468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,324 F1 · price: The price reported is a weighted average price. These shares sold in multiple transactions at prices ranging from $35.45 to $35.55. 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. Read SEC document |
| August 03, 2018 Filed Aug 6, 2018 16:40 UTC | AVANTAX, INC. BCOR · Entity 107910 | Exercise / conversionCommon Stock | 10,118 | $16.01 | $161,989.18 |
DisclosureSEC source: 0001635468-18-000003 · wf-form4_153358800063249.xml · nonDerivative · entry 1 Zappone Mary Slagle · CIK 0001635468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,442 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. Read SEC document |
| June 07, 2018 Filed Jun 8, 2018 16:20 UTC | AVANTAX, INC. BCOR · Entity 107910 | GrantCommon Stock | 3,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001635468-18-000001 · wf-form4_152848921313982.xml · nonDerivative · entry 1 Zappone Mary Slagle · CIK 0001635468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,324 F1 · shares: Reflects a grant of restricted stock units that will vest on the earlier of the one-year anniversary of the date of grant or the first annual stockholders meeting after the grant date. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 16:58 UTC | AVANTAX, INC. BCOR · Entity 107910 | GrantCommon Stock | 6,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001635468-17-000001 · wf-form4_149643710614788.xml · nonDerivative · entry 1 Zappone Mary Slagle · CIK 0001635468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,164 F1 · shares: Reflects a grant of restricted stock units that 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.