Insider · CIK 0001810041
Marc Mehlman
Files at AVTA (AVANTAX, INC.). First filing -, latest -.
In brief
Marc Mehlman files SEC Form 4 as CFO at AVTA (AVANTAX, INC.). No open-market trade is on file; the transactions below are grants, exercises and other rows that carry no view on the price.
A track record needs three past buys with six months of prices behind them; Marc Mehlman has 0, so none is measured yet.
Signals
This insider’s open-market buys and sells, scored.
Transactions
Every row this insider has filed, 10 in all, newest first.
| Date | Company | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| Nov 27, 2023 | AVTA AVANTAX, INC. | DDisposition to issuer Common Stock | -88,367 | $26.00 | $2.3M | 0 | Nov 29, 2023 |
| Nov 27, 2023 | AVTA AVANTAX, INC. | AGrant or award Common Stock | +25,315 | $0.00 | $0 | 25,315 | Nov 29, 2023 |
| Nov 27, 2023 | AVTA AVANTAX, INC. | DDisposition to issuer Common Stock | -25,315 | $26.00 | $658k | 0 | Nov 29, 2023 |
| Nov 27, 2023 | AVTA AVANTAX, INC. | AGrant or award Common Stock | +33,936 | $0.00 | $0 | 33,936 | Nov 29, 2023 |
| Nov 27, 2023 | AVTA AVANTAX, INC. | DDisposition to issuer Common Stock | -33,936 | $26.00 | $882k | 0 | Nov 29, 2023 |
| Nov 27, 2023 | AVTA AVANTAX, INC. | AGrant or award Common Stock | +21,467 | $0.00 | $0 | 21,467 | Nov 29, 2023 |
| Nov 27, 2023 | AVTA AVANTAX, INC. | DDisposition to issuer Common Stock | -21,467 | $26.00 | $558k | 0 | Nov 29, 2023 |
| Nov 27, 2023 | AVTA AVANTAX, INC. | DDisposition to issuer Common Stockindirect: Spouse | -2,025 | $26.00 | $53k | 0 | Nov 29, 2023 |
| Nov 27, 2023 | AVTA AVANTAX, INC. | DDisposition to issuer Stock Option (Right to Buy)derivative | -70,000 | - | - | 0 | Nov 29, 2023 |
| Nov 27, 2023 | AVTA AVANTAX, INC. | DDisposition to issuer Stock Option (Right to Buy)derivative | -30,333 | - | - | 0 | Nov 29, 2023 |
Questions about Marc Mehlman
Answered from the filings on this page, as of the latest one.
Is Marc Mehlman buying or selling?
Marc Mehlman has no open-market buy or sell on SEC Form 4; the filings on record are grants, exercises and other transactions.
How did Marc Mehlman's past buys perform?
Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Marc Mehlman has 0.
Where does Marc Mehlman file Form 4?
Marc Mehlman has filed Form 4 at AVTA (AVANTAX, INC.) as Chief Financial Officer. A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.