Open-mkt buys · 90d
—
0 trades · 0 insiders
Open-mkt sales · 90d
—
0 trades · 0 insiders
Net · 90d
$0
Insiders on file
51
Daily buy vs sell · 90 days
No data yet.
Insiders
| Insider | Role | Trades | Bought | Sold | Last trade |
|---|---|---|---|---|---|
| Mackay Todd C | President of Wealth Mgmt | 54 | $0 | $537.7K | 2023-01-09 |
| Murray Stacy | See Remarks | 17 | $0 | $0 | 2023-01-09 |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | 48 | $0 | $196.0K | 2023-01-09 |
| Mehlman Marc | Chief Financial Officer | 13 | $188.4K | $0 | 2023-01-04 |
| Walters Christopher William | Director | 41 | $458.9K | $698.0K | 2023-01-04 |
| Campbell Curtis A | President, TaxAct, Inc. | 24 | $0 | $0 | 2022-12-18 |
| Kotecha Kanayalal Amritlal | Director | 5 | $118.7K | $0 | 2022-11-17 |
| Perry Tina | Director | 4 | $0 | $0 | 2022-05-23 |
| Rao Karthik | Director | 4 | $0 | $0 | 2022-05-23 |
| Aldrich Steven | Director | 7 | $0 | $0 | 2022-05-23 |
| Zappone Mary Slagle | Director | 25 | $0 | $561.8K | 2022-05-23 |
| LEAMAN J RICHARD III | Director | 4 | $0 | $0 | 2022-05-23 |
| HAYLES CAROL | Director | 6 | $0 | $0 | 2022-05-23 |
| Schreuder Jana R | Director | 5 | $0 | $0 | 2022-05-23 |
| PROCTOR GEORGANNE | Director | 11 | $49.5K | $192.5K | 2022-05-23 |
| ERNST MARK A | Director | 11 | $974.0K | $0 | 2022-05-23 |
| MacIlwaine John | Director | 4 | $0 | $0 | 2021-04-26 |
| Carsley Mimi | Interim CFO | 1 | $0 | $0 | 2020-03-16 |
| Vasquez Enrique M | President of Wealth Management | 4 | $0 | $0 | 2020-01-09 |
| Hogan Michael P | Pres. Tax-Smart Innovation | 8 | $240.3K | $0 | 2020-01-09 |
| Taylor Transient C | Chief HR Officer | 7 | $0 | $0 | 2020-01-09 |
| Clendening John S | President and CEO | 99 | $0 | $16.65M | 2020-01-03 |
| Athwal Davinder S | Chief Financial Officer | 6 | $0 | $0 | 2020-01-02 |
| ATWELL WILLIAM L | Director | 13 | $0 | $132.9K | 2019-05-28 |
| Gardner H. McIntyre | Director | 8 | $0 | $162.2K | 2019-05-24 |
| Palmer John David | Principal Accounting Officer | 16 | $0 | $515.4K | 2019-05-15 |
| Oros Robert D | CEO of H.D. Vest, Inc. | 15 | $0 | $551.7K | 2018-11-05 |
| Stevenson Mathieu Frederic | Chief Marketing Officer | 16 | $0 | $1.87M | 2018-10-25 |
| Dunn Lance G | Director | 16 | $100.8K | $1.03M | 2018-09-28 |
| Baskaran Sanjay | President, TaxAct, Inc. | 5 | $0 | $0 | 2018-02-20 |
| EMANS ERIC MICHAEL | Chief Financial Officer | 89 | $0 | $11.21M | 2017-10-25 |
| HUEBNER ELIZABETH | Director | 13 | $50.4K | $230.7K | 2017-06-01 |
| Snyder Andrew Miles | Director | 89 | $2.31M | $43.38M | 2017-05-23 |
| Finkelstein Mark A | Chief Legal & Admin Officer | 19 | $25.4K | $1.17M | 2017-05-08 |
| Luthi Bernard W | President of Monoprice | 9 | $0 | $0 | 2016-11-17 |
| Kintzel JoAnn | President, TaxAct, Inc. | 37 | $0 | $483.0K | 2016-11-07 |
| Turay Pamela Margaret | Chief Human Resources Officer | 2 | $0 | $0 | 2016-10-14 |
| Mansour Peter | President, Infospace LLC | 5 | $0 | $40.0K | 2016-08-09 |
| Clark-Bolt Brett Jefferson | EVP of HR | 6 | $0 | $0 | 2016-07-02 |
| CUNNINGHAM JOHN E IV | Director | 21 | $0 | $283.9K | 2016-05-31 |
| Chung David H S | Director | 11 | $205.8K | $0 | 2016-05-24 |
| Hooper Steve | Director | 12 | $0 | $0 | 2016-05-24 |
| Ruckelshaus William J | President and CEO | 29 | $111.8K | $105.0K | 2016-03-31 |
| Ochs Roger Carlton | CEO of H.D. Vest, Inc. | 1 | $0 | $0 | 2016-01-01 |
| Allen George | Exec. VP-Corporate Development | 24 | $0 | $1.07M | 2015-07-02 |
| Garnett Nathan | Gen Counsel & Secretary | 13 | $0 | $0 | 2015-05-07 |
| SCHOEMAKER LINDA A | General Counsel and Secretary | 12 | $0 | $0 | 2014-07-02 |
| Kumar Ajay | President of Monoprice | 4 | $0 | $0 | 2014-06-30 |
| Glover Michael John Boyd | VP, Distribution & Bus. Dev. | 18 | $0 | $1.20M | 2014-04-07 |
| Haimovitz Jules | Director | 2 | $0 | $0 | 2013-05-22 |
| VOELKER JAMES | Director | 36 | $0 | $6.09M | 2012-11-06 |
Trade history
| Insider | Role | Code | Trade | Filed | Shares | Price | Value | Owned after | |
|---|---|---|---|---|---|---|---|---|---|
| BRUDER ANN J. | Chief Legal Officer & Sec'y | F Tax w/h | 2023-01-09 | 2023-01-11 | 1,247 | $26.26 | $32.7K | 96,812 | SEC↗ |
| Murray Stacy | Principal Accounting Officer | F Tax w/h | 2023-01-09 | 2023-01-11 | 342 | $26.26 | $9.0K | 11,604 | SEC↗ |
| Mackay Todd C | President of Wealth Mgmt | F Tax w/h | 2023-01-09 | 2023-01-11 | 1,374 | $26.26 | $36.1K | 148,203 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | F Tax w/h | 2023-01-04 | 2023-01-05 | 3,536 | $25.72 | $90.9K | 98,059 | SEC↗ |
| Mackay Todd C | President of Wealth Mgmt | F Tax w/h | 2023-01-04 | 2023-01-05 | 2,568 | $25.72 | $66.0K | 149,577 | SEC↗ |
| Mehlman Marc | Chief Financial Officer | F Tax w/h | 2023-01-04 | 2023-01-05 | 1,514 | $25.72 | $38.9K | 91,646 | SEC↗ |
| Walters Christopher William | Chief Executive Officer | F Tax w/h | 2023-01-04 | 2023-01-05 | 14,614 | $25.72 | $375.9K | 350,610 | SEC↗ |
| Murray Stacy | Principal Accounting Officer | F Tax w/h | 2023-01-04 | 2023-01-05 | 599 | $25.72 | $15.4K | 11,946 | SEC↗ |
| Walters Christopher William | Chief Executive Officer | A Award deriv | 2023-01-03 | 2023-01-05 | 102,604 | — | $0 | 102,604 | SEC↗ |
| Murray Stacy | Principal Accounting Officer | M Exercise deriv | 2023-01-03 | 2023-01-05 | 1,947 | — | $0 | 3,892 | SEC↗ |
| Murray Stacy | Principal Accounting Officer | A Award deriv | 2023-01-03 | 2023-01-05 | 4,074 | — | $0 | 4,074 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | F Tax w/h | 2023-01-03 | 2023-01-05 | 2,843 | $25.34 | $72.0K | 101,595 | SEC↗ |
| Mackay Todd C | President of Wealth Mgmt | F Tax w/h | 2023-01-03 | 2023-01-05 | 3,374 | $23.34 | $78.7K | 152,145 | SEC↗ |
| Mackay Todd C | President of Wealth Mgmt | A Award | 2023-01-03 | 2023-01-05 | 22,908 | — | $0 | 155,519 | SEC↗ |
| Mehlman Marc | Chief Financial Officer | F Tax w/h | 2023-01-03 | 2023-01-05 | 2,616 | $25.34 | $66.3K | 93,160 | SEC↗ |
| Mehlman Marc | Chief Financial Officer | A Award | 2023-01-03 | 2023-01-05 | 19,731 | — | $0 | 95,776 | SEC↗ |
| Walters Christopher William | Chief Executive Officer | A Award | 2023-01-03 | 2023-01-05 | 39,463 | — | $0 | 370,135 | SEC↗ |
| Walters Christopher William | Chief Executive Officer | F Tax w/h | 2023-01-03 | 2023-01-05 | 4,911 | $25.34 | $124.4K | 365,224 | SEC↗ |
| Murray Stacy | Principal Accounting Officer | D To issuer | 2023-01-03 | 2023-01-05 | 1,947 | $25.34 | $49.3K | 12,545 | SEC↗ |
| Murray Stacy | Principal Accounting Officer | M Exercise | 2023-01-03 | 2023-01-05 | 1,947 | — | $0 | 14,492 | SEC↗ |
| Campbell Curtis A | President Software | F Tax w/h | 2022-12-18 | 2022-12-20 | 3,829 | $22.59 | $86.5K | 97,275 | SEC↗ |
| Campbell Curtis A | President Software | A Award | 2022-12-18 | 2022-12-20 | 4,555 | — | $0 | 101,830 | SEC↗ |
| Campbell Curtis A | President Software | F Tax w/h | 2022-12-18 | 2022-12-20 | 1,792 | $22.59 | $40.5K | 100,038 | SEC↗ |
| Campbell Curtis A | President Software | F Tax w/h | 2022-12-18 | 2022-12-20 | 2,276 | $22.59 | $51.4K | 101,104 | SEC↗ |
| Campbell Curtis A | President Software | F Tax w/h | 2022-12-18 | 2022-12-20 | 4,306 | $22.59 | $97.3K | 103,380 | SEC↗ |
| Kotecha Kanayalal Amritlal | Director | P Buy | 2022-11-17 | 2022-11-21 | 5,000 | $23.73 | $118.7K | 19,952 | SEC↗ |
| Murray Stacy | Principal Accounting Officer | F Tax w/h | 2022-06-26 | 2022-06-28 | 264 | $18.44 | $4.9K | 12,545 | SEC↗ |
| Mackay Todd C | President of Wealth Mgmt | F Tax w/h | 2022-06-14 | 2022-06-16 | 681 | $16.54 | $11.3K | 132,611 | SEC↗ |
| Walters Christopher William | Chief Executive Officer | M Exercise deriv | 2022-05-27 | 2022-06-01 | 10,118 | — | $0 | 0 | SEC↗ |
| Walters Christopher William | Chief Executive Officer | F Tax w/h | 2022-05-27 | 2022-06-01 | 9,464 | $17.92 | $169.6K | 330,672 | SEC↗ |
| Walters Christopher William | Chief Executive Officer | M Exercise | 2022-05-27 | 2022-06-01 | 10,118 | $16.01 | $162.0K | 340,136 | SEC↗ |
| ERNST MARK A | Director | A Award | 2022-05-23 | 2023-01-20 | 1,213 | — | $0 | 96,482 | SEC↗ |
| Aldrich Steven | Director | A Award | 2022-05-23 | 2023-01-20 | 1,213 | — | $0 | 46,680 | SEC↗ |
| PROCTOR GEORGANNE | Director | A Award | 2022-05-23 | 2023-01-20 | 1,820 | — | $0 | 58,809 | SEC↗ |
| LEAMAN J RICHARD III | Director | A Award | 2022-05-23 | 2023-01-20 | 1,213 | — | $0 | 16,165 | SEC↗ |
| Kotecha Kanayalal Amritlal | Director | A Award | 2022-05-23 | 2023-01-20 | 1,213 | — | $0 | 21,165 | SEC↗ |
| Schreuder Jana R | Director | A Award | 2022-05-23 | 2023-01-20 | 1,213 | — | $0 | 36,482 | SEC↗ |
| Rao Karthik | Director | A Award | 2022-05-23 | 2023-01-20 | 1,213 | — | $0 | 35,328 | SEC↗ |
| Perry Tina | Director | A Award | 2022-05-23 | 2023-01-20 | 1,213 | — | $0 | 25,679 | SEC↗ |
| HAYLES CAROL | Director | A Award | 2022-05-23 | 2023-01-20 | 1,213 | — | $0 | 36,896 | SEC↗ |
| Zappone Mary Slagle | Director | A Award | 2022-05-23 | 2023-01-20 | 1,213 | — | $0 | 63,639 | SEC↗ |
| Mackay Todd C | President of Wealth Mgmt | F Tax w/h | 2022-05-21 | 2022-05-24 | 2,456 | $16.43 | $40.4K | 133,292 | SEC↗ |
| Walters Christopher William | Chief Executive Officer | F Tax w/h | 2022-05-21 | 2022-05-24 | 4,893 | $16.43 | $80.4K | 330,018 | SEC↗ |
| Campbell Curtis A | President Software | F Tax w/h | 2022-05-21 | 2022-05-24 | 2,679 | $16.43 | $44.0K | 107,686 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | F Tax w/h | 2022-05-21 | 2022-05-24 | 1,786 | $16.43 | $29.3K | 104,438 | SEC↗ |
| Mehlman Marc | Chief Financial Officer | F Tax w/h | 2022-04-27 | 2022-04-28 | 2,028 | $20.22 | $41.0K | 76,045 | SEC↗ |
| Perry Tina | Director | A Award | 2022-04-20 | 2022-04-22 | 5,946 | — | $0 | 24,466 | SEC↗ |
| Zappone Mary Slagle | Director | A Award | 2022-04-20 | 2022-04-22 | 5,946 | — | $0 | 62,426 | SEC↗ |
| Schreuder Jana R | Director | A Award | 2022-04-20 | 2022-04-22 | 5,946 | — | $0 | 35,269 | SEC↗ |
| LEAMAN J RICHARD III | Director | A Award | 2022-04-20 | 2022-04-22 | 5,946 | — | $0 | 14,952 | SEC↗ |
| HAYLES CAROL | Director | A Award | 2022-04-20 | 2022-04-22 | 5,946 | — | $0 | 35,683 | SEC↗ |
| Aldrich Steven | Director | A Award | 2022-04-20 | 2022-04-22 | 5,946 | — | $0 | 45,467 | SEC↗ |
| Rao Karthik | Director | A Award | 2022-04-20 | 2022-04-22 | 5,946 | — | $0 | 34,115 | SEC↗ |
| PROCTOR GEORGANNE | Director | A Award | 2022-04-20 | 2022-04-22 | 8,325 | — | $0 | 56,989 | SEC↗ |
| ERNST MARK A | Director | A Award | 2022-04-20 | 2022-04-22 | 5,946 | — | $0 | 95,269 | SEC↗ |
| Kotecha Kanayalal Amritlal | Director | A Award | 2022-04-20 | 2022-04-22 | 5,946 | — | $0 | 14,952 | SEC↗ |
| LEAMAN J RICHARD III | Director | A Award | 2022-03-11 | 2022-03-15 | 805 | — | $0 | 9,006 | SEC↗ |
| LEAMAN J RICHARD III | Director | A Award | 2022-03-11 | 2022-03-15 | 8,201 | — | $0 | 8,201 | SEC↗ |
| Kotecha Kanayalal Amritlal | Director | A Award | 2022-03-11 | 2022-03-18 | 805 | — | $0 | 9,006 | SEC↗ |
| Kotecha Kanayalal Amritlal | Director | A Award | 2022-03-11 | 2022-03-18 | 8,201 | — | $0 | 8,201 | SEC↗ |
| Mackay Todd C | President of Wealth Mgmt | M Exercise deriv | 2022-03-02 | 2022-03-03 | 10,141 | $19.87 | $201.5K | 0 | SEC↗ |
| Mackay Todd C | President of Wealth Mgmt | M Exercise deriv | 2022-03-02 | 2022-03-03 | 21,119 | $19.87 | $419.6K | 0 | SEC↗ |
| Mackay Todd C | President of Wealth Mgmt | M Exercise | 2022-03-02 | 2022-03-03 | 21,119 | $16.32 | $344.7K | 144,043 | SEC↗ |
| Mackay Todd C | President of Wealth Mgmt | M Exercise | 2022-03-02 | 2022-03-03 | 10,141 | $10.67 | $108.2K | 135,748 | SEC↗ |
| Mackay Todd C | President of Wealth Mgmt | F Tax w/h | 2022-03-02 | 2022-03-03 | 18,436 | $19.87 | $366.3K | 125,607 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | M Exercise deriv | 2022-03-01 | 2022-03-03 | 10,543 | — | $0 | 21,090 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | M Exercise deriv | 2022-03-01 | 2022-03-03 | 12,710 | — | $0 | 25,424 | SEC↗ |
| Zappone Mary Slagle | Director | M Exercise deriv | 2022-03-01 | 2022-03-03 | 2,308 | $19.64 | $45.3K | 0 | SEC↗ |
| Zappone Mary Slagle | Director | M Exercise deriv | 2022-03-01 | 2022-03-03 | 10,945 | $19.64 | $215.0K | 0 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | F Tax w/h | 2022-03-01 | 2022-03-03 | 8,858 | $19.64 | $174.0K | 109,230 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | M Exercise | 2022-03-01 | 2022-03-03 | 12,710 | $11.30 | $143.6K | 116,604 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | M Exercise | 2022-03-01 | 2022-03-03 | 10,543 | $15.00 | $158.1K | 127,147 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | F Tax w/h | 2022-03-01 | 2022-03-03 | 9,059 | $19.64 | $177.9K | 118,088 | SEC↗ |
| Zappone Mary Slagle | Director | F Tax w/h | 2022-03-01 | 2022-03-03 | 1,691 | $19.64 | $33.2K | 64,499 | SEC↗ |
| Zappone Mary Slagle | Director | M Exercise | 2022-03-01 | 2022-03-03 | 10,945 | $14.39 | $157.5K | 66,190 | SEC↗ |
| Zappone Mary Slagle | Director | M Exercise | 2022-03-01 | 2022-03-03 | 2,308 | $14.39 | $33.2K | 55,245 | SEC↗ |
| Zappone Mary Slagle | Director | F Tax w/h | 2022-03-01 | 2022-03-03 | 8,019 | $19.64 | $157.5K | 56,480 | SEC↗ |
| Walters Christopher William | Chief Executive Officer | F Tax w/h | 2022-01-30 | 2022-02-01 | 9,929 | $15.80 | $156.9K | 334,911 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | F Tax w/h | 2022-01-09 | 2022-01-11 | 1,247 | $16.99 | $21.2K | 106,894 | SEC↗ |
| Murray Stacy | Principal Accounting Officer | F Tax w/h | 2022-01-09 | 2022-01-11 | 342 | $16.99 | $5.8K | 12,809 | SEC↗ |
| Campbell Curtis A | President Software | F Tax w/h | 2022-01-09 | 2022-01-11 | 1,408 | $16.99 | $23.9K | 108,563 | SEC↗ |
| Mackay Todd C | President of Wealth Mgmt | F Tax w/h | 2022-01-09 | 2022-01-11 | 1,373 | $16.99 | $23.3K | 122,924 | SEC↗ |
| Mackay Todd C | President of Wealth Mgmt | F Tax w/h | 2022-01-04 | 2022-01-04 | 2,905 | $17.80 | $51.7K | 124,297 | SEC↗ |
| Campbell Curtis A | President Software | F Tax w/h | 2022-01-04 | 2022-01-04 | 2,539 | $17.80 | $45.2K | 109,971 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | F Tax w/h | 2022-01-04 | 2022-01-04 | 3,788 | $17.80 | $67.4K | 108,141 | SEC↗ |
| Mehlman Marc | Chief Financial Officer | F Tax w/h | 2022-01-04 | 2022-01-05 | 1,844 | $17.80 | $32.8K | 78,073 | SEC↗ |
| Walters Christopher William | Chief Executive Officer | F Tax w/h | 2022-01-04 | 2022-01-05 | 11,232 | $17.80 | $199.9K | 344,840 | SEC↗ |
| Murray Stacy | Principal Accounting Officer | F Tax w/h | 2022-01-04 | 2022-01-05 | 599 | $17.80 | $10.7K | 13,151 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | G Gift | 2022-01-03 | 2022-05-24 | 3,006 | — | $0 | 106,224 | SEC↗ |
| Walters Christopher William | Chief Executive Officer | A Award deriv | 2022-01-03 | 2022-01-05 | 135,746 | — | $0 | 135,746 | SEC↗ |
| Murray Stacy | Principal Accounting Officer | A Award deriv | 2022-01-03 | 2022-01-05 | 5,839 | — | $0 | 5,839 | SEC↗ |
| Mackay Todd C | President of Wealth Mgmt | A Award | 2022-01-03 | 2022-01-04 | 31,702 | — | $0 | 127,202 | SEC↗ |
| Campbell Curtis A | President Software | A Award | 2022-01-03 | 2022-01-04 | 32,833 | — | $0 | 112,510 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | A Award | 2022-01-03 | 2022-01-04 | 23,388 | — | $0 | 111,929 | SEC↗ |
| Mehlman Marc | Chief Financial Officer | A Award | 2022-01-03 | 2022-01-05 | 28,280 | — | $0 | 79,917 | SEC↗ |
| Walters Christopher William | Chief Executive Officer | A Award | 2022-01-03 | 2022-01-05 | 56,561 | — | $0 | 356,072 | SEC↗ |
| Mackay Todd C | President of Wealth Mgmt | F Tax w/h | 2022-01-02 | 2022-01-04 | 538 | $17.32 | $9.3K | 95,500 | SEC↗ |
| Campbell Curtis A | President Software | F Tax w/h | 2022-01-02 | 2022-01-04 | 1,389 | $17.32 | $24.1K | 79,677 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | F Tax w/h | 2022-01-02 | 2022-01-04 | 1,160 | $17.32 | $20.1K | 88,541 | SEC↗ |
| ERNST MARK A | Director | P Buy | 2021-12-15 | 2021-12-15 | 19,978 | $16.22 | $324.0K | 89,323 | SEC↗ |
| PROCTOR GEORGANNE | Director | P Buy | 2021-12-15 | 2021-12-17 | 3,025 | $16.35 | $49.5K | 48,664 | SEC↗ |
| Mehlman Marc | Chief Financial Officer | P Buy | 2021-12-15 | 2021-12-17 | 10,000 | $16.50 | $165.0K | 51,637 | SEC↗ |
| ERNST MARK A | Director | P Buy | 2021-12-14 | 2021-12-15 | 12,022 | $16.36 | $196.7K | 69,345 | SEC↗ |
| Walters Christopher William | Chief Executive Officer | P Buy | 2021-12-14 | 2021-12-16 | 10,000 | $16.73 | $167.3K | 299,511 | SEC↗ |
| ERNST MARK A | Director | P Buy | 2021-12-13 | 2021-12-15 | 18,000 | $16.93 | $304.7K | 57,323 | SEC↗ |
| Mackay Todd C | President of Wealth Mgmt | F Tax w/h | 2021-07-08 | 2021-07-09 | 2,167 | $16.54 | $35.8K | 96,038 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | F Tax w/h | 2021-07-08 | 2021-07-09 | 1,507 | $16.54 | $24.9K | 89,701 | SEC↗ |
| Murray Stacy | Principal Accounting Officer | F Tax w/h | 2021-06-26 | 2021-06-29 | 264 | $17.79 | $4.7K | 13,750 | SEC↗ |
| Mackay Todd C | President of Wealth Mgmt | F Tax w/h | 2021-06-14 | 2021-06-16 | 3,334 | $16.95 | $56.5K | 98,205 | SEC↗ |
| Walters Christopher William | Chief Executive Officer | F Tax w/h | 2021-05-21 | 2021-05-25 | 4,893 | $16.37 | $80.1K | 289,511 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | F Tax w/h | 2021-05-21 | 2021-05-25 | 1,468 | $16.37 | $24.0K | 91,208 | SEC↗ |
| Mackay Todd C | President of Wealth Mgmt | F Tax w/h | 2021-05-21 | 2021-05-25 | 1,622 | $16.37 | $26.6K | 101,539 | SEC↗ |
| Campbell Curtis A | President Software | F Tax w/h | 2021-05-21 | 2021-05-25 | 1,657 | $16.37 | $27.1K | 81,066 | SEC↗ |
| Mehlman Marc | Chief Financial Officer | F Tax w/h | 2021-04-27 | 2021-04-29 | 2,029 | $14.46 | $29.3K | 41,637 | SEC↗ |
| MacIlwaine John | Director | A Award | 2021-04-26 | 2021-04-28 | 8,012 | — | $0 | 29,737 | SEC↗ |
| Perry Tina | Director | A Award | 2021-04-26 | 2021-04-28 | 8,012 | — | $0 | 18,520 | SEC↗ |
| Zappone Mary Slagle | Director | A Award | 2021-04-26 | 2021-04-28 | 8,012 | — | $0 | 52,937 | SEC↗ |
| Aldrich Steven | Director | A Award | 2021-04-26 | 2021-04-28 | 8,012 | — | $0 | 39,521 | SEC↗ |
| Schreuder Jana R | Director | A Award | 2021-04-26 | 2021-04-28 | 8,012 | — | $0 | 29,323 | SEC↗ |
| HAYLES CAROL | Director | A Award | 2021-04-26 | 2021-04-28 | 8,012 | — | $0 | 29,737 | SEC↗ |
| PROCTOR GEORGANNE | Director | A Award | 2021-04-26 | 2021-04-28 | 11,217 | — | $0 | 45,639 | SEC↗ |
| ERNST MARK A | Director | A Award | 2021-04-26 | 2021-04-28 | 8,012 | — | $0 | 39,323 | SEC↗ |
| Rao Karthik | Director | A Award | 2021-04-26 | 2021-04-28 | 8,012 | — | $0 | 28,169 | SEC↗ |
| Perry Tina | Director | A Award | 2021-03-01 | 2021-03-04 | 10,508 | — | $0 | 10,508 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | F Tax w/h | 2021-02-20 | 2021-02-23 | 1,909 | $16.18 | $30.9K | 92,676 | SEC↗ |
| Mackay Todd C | President of Wealth Mgmt | F Tax w/h | 2021-02-20 | 2021-02-23 | 499 | $16.18 | $8.1K | 103,161 | SEC↗ |
| Murray Stacy | Principal Accounting Officer | F Tax w/h | 2021-01-31 | 2021-02-02 | 657 | $16.56 | $10.9K | 14,014 | SEC↗ |
| Walters Christopher William | Chief Executive Officer | F Tax w/h | 2021-01-30 | 2021-02-02 | 7,184 | $16.56 | $119.0K | 294,404 | SEC↗ |
| Murray Stacy | Principal Accounting Officer | F Tax w/h | 2021-01-09 | 2021-01-12 | 342 | $16.05 | $5.5K | 14,671 | SEC↗ |
| Mackay Todd C | President of Wealth Mgmt | F Tax w/h | 2021-01-09 | 2021-01-12 | 1,629 | $16.05 | $26.1K | 103,660 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | F Tax w/h | 2021-01-09 | 2021-01-12 | 1,721 | $16.05 | $27.6K | 94,585 | SEC↗ |
| Campbell Curtis A | President Software | F Tax w/h | 2021-01-09 | 2021-01-12 | 1,613 | $16.05 | $25.9K | 82,723 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | A Award deriv | 2021-01-04 | 2021-01-05 | 31,633 | — | $0 | 31,633 | SEC↗ |
| Campbell Curtis A | President Software | A Award deriv | 2021-01-04 | 2021-01-05 | 47,450 | — | $0 | 47,450 | SEC↗ |
| Mackay Todd C | President of Wealth Mgmt | A Award deriv | 2021-01-04 | 2021-01-05 | 43,333 | — | $0 | 43,333 | SEC↗ |
| Walters Christopher William | Chief Executive Officer | A Award deriv | 2021-01-04 | 2021-01-06 | 216,666 | — | $0 | 216,666 | SEC↗ |
| Mehlman Marc | Chief Financial Officer | A Award deriv | 2021-01-04 | 2021-01-06 | 30,333 | — | $0 | 30,333 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | A Award | 2021-01-04 | 2021-01-05 | 32,799 | — | $0 | 96,306 | SEC↗ |
| Campbell Curtis A | President Software | A Award | 2021-01-04 | 2021-01-05 | 29,200 | — | $0 | 84,336 | SEC↗ |
| Mackay Todd C | President of Wealth Mgmt | A Award | 2021-01-04 | 2021-01-05 | 26,666 | — | $0 | 105,289 | SEC↗ |
| Murray Stacy | Principal Accounting Officer | A Award | 2021-01-04 | 2021-01-06 | 6,066 | — | $0 | 15,013 | SEC↗ |
| Walters Christopher William | Chief Executive Officer | A Award | 2021-01-04 | 2021-01-06 | 133,333 | — | $0 | 301,588 | SEC↗ |
| Mehlman Marc | Chief Financial Officer | A Award | 2021-01-04 | 2021-01-06 | 18,666 | — | $0 | 43,666 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | F Tax w/h | 2021-01-02 | 2021-01-05 | 1,376 | $15.19 | $20.9K | 63,507 | SEC↗ |
| Campbell Curtis A | President Software | F Tax w/h | 2021-01-02 | 2021-01-05 | 1,389 | $15.19 | $21.1K | 55,136 | SEC↗ |
| Mackay Todd C | President of Wealth Mgmt | F Tax w/h | 2021-01-02 | 2021-01-05 | 539 | $15.19 | $8.2K | 78,623 | SEC↗ |
| Mackay Todd C | President of Wealth Mgmt | F Tax w/h | 2020-12-31 | 2021-01-05 | 331 | $15.19 | $5.0K | 79,162 | SEC↗ |
| Mackay Todd C | President of Wealth Mgmt | F Tax w/h | 2020-12-24 | 2020-12-29 | 8,120 | $15.06 | $122.3K | 79,493 | SEC↗ |
| ERNST MARK A | Director | P Buy | 2020-09-09 | 2020-09-21 | 6,000 | $10.50 | $63.0K | 14,000 | SEC↗ |
| ERNST MARK A | Director | P Buy | 2020-09-08 | 2020-09-21 | 1,000 | $10.80 | $10.8K | 8,000 | SEC↗ |
| Rao Karthik | Director | A Award | 2020-08-28 | 2020-09-01 | 20,157 | — | $0 | 20,157 | SEC↗ |
| Walters Christopher William | Chief Executive Officer | P Buy | 2020-08-12 | 2020-08-13 | 8,000 | $11.68 | $93.4K | 168,255 | SEC↗ |
| Mehlman Marc | Chief Financial Officer | P Buy | 2020-08-12 | 2020-08-14 | 2,025 | $11.55 | $23.4K | 2,025 | SEC↗ |
| Walters Christopher William | Chief Executive Officer | P Buy | 2020-08-11 | 2020-08-13 | 8,000 | $11.44 | $91.5K | 160,255 | SEC↗ |
| ERNST MARK A | Director | P Buy | 2020-08-10 | 2020-08-12 | 7,000 | $10.68 | $74.8K | 7,000 | SEC↗ |
| Mackay Todd C | President of Wealth Mgmt | F Tax w/h | 2020-07-01 | 2020-07-02 | 270 | $11.48 | $3.1K | 87,613 | SEC↗ |
| Mackay Todd C | President of Wealth Mgmt | F Tax w/h | 2020-06-30 | 2020-07-02 | 218 | $11.42 | $2.5K | 87,883 | SEC↗ |
| Murray Stacy | Principal Accounting Officer | A Award | 2020-06-26 | 2020-08-07 | 3,264 | — | $0 | 8,947 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | F Tax w/h | 2020-06-19 | 2020-06-24 | 1,057 | $11.68 | $12.3K | 64,883 | SEC↗ |
| Mackay Todd C | President of Wealth Mgmt | F Tax w/h | 2020-06-14 | 2020-06-16 | 450 | $12.99 | $5.8K | 88,101 | SEC↗ |
| Walters Christopher William | Chief Executive Officer | A Award deriv | 2020-05-21 | 2020-05-26 | 104,477 | — | $0 | 104,477 | SEC↗ |
| Mackay Todd C | President of Wealth Mgmt | A Award deriv | 2020-05-21 | 2020-05-26 | 47,014 | — | $0 | 47,014 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | A Award deriv | 2020-05-21 | 2020-05-26 | 38,134 | — | $0 | 38,134 | SEC↗ |
| Campbell Curtis A | President Software | A Award deriv | 2020-05-21 | 2020-05-26 | 57,201 | — | $0 | 57,201 | SEC↗ |
| Walters Christopher William | Chief Executive Officer | A Award | 2020-05-21 | 2020-05-26 | 37,313 | — | $0 | 152,255 | SEC↗ |
| Mackay Todd C | President of Wealth Mgmt | A Award | 2020-05-21 | 2020-05-26 | 16,791 | — | $0 | 88,551 | SEC↗ |
| Mackay Todd C | President of Wealth Mgmt | F Tax w/h | 2020-05-21 | 2020-05-26 | 1,458 | $11.30 | $16.5K | 71,760 | SEC↗ |
| Mackay Todd C | President of Wealth Mgmt | A Award | 2020-05-21 | 2020-05-26 | 10,069 | — | $0 | 73,218 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | F Tax w/h | 2020-05-21 | 2020-05-26 | 1,624 | $11.30 | $18.4K | 52,321 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | A Award | 2020-05-21 | 2020-05-26 | 13,619 | — | $0 | 65,940 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | A Award | 2020-05-21 | 2020-05-26 | 8,259 | — | $0 | 53,945 | SEC↗ |
| Campbell Curtis A | President Software | A Award | 2020-05-21 | 2020-05-26 | 20,429 | — | $0 | 56,525 | SEC↗ |
| HAYLES CAROL | Director | A Award | 2020-05-21 | 2020-05-26 | 11,061 | — | $0 | 21,725 | SEC↗ |
| Zappone Mary Slagle | Director | A Award | 2020-05-21 | 2020-05-26 | 11,061 | — | $0 | 44,925 | SEC↗ |
| ERNST MARK A | Director | A Award | 2020-05-21 | 2020-05-26 | 11,061 | — | $0 | 31,311 | SEC↗ |
| MacIlwaine John | Director | A Award | 2020-05-21 | 2020-05-26 | 11,061 | — | $0 | 21,725 | SEC↗ |
| Schreuder Jana R | Director | A Award | 2020-05-21 | 2020-05-26 | 11,061 | — | $0 | 21,311 | SEC↗ |
| PROCTOR GEORGANNE | Director | A Award | 2020-05-21 | 2020-05-26 | 15,486 | — | $0 | 34,422 | SEC↗ |
| Aldrich Steven | Director | A Award | 2020-05-21 | 2020-05-26 | 11,061 | — | $0 | 31,509 | SEC↗ |
| Mehlman Marc | Chief Financial Officer | A Award deriv | 2020-04-27 | 2020-04-29 | 70,000 | — | $0 | 70,000 | SEC↗ |
| Mehlman Marc | Chief Financial Officer | A Award | 2020-04-27 | 2020-04-29 | 25,000 | — | $0 | 25,000 | SEC↗ |
| Carsley Mimi | Interim CFO | A Award | 2020-03-16 | 2020-03-18 | 30,647 | — | $0 | 30,647 | SEC↗ |
| ERNST MARK A | Director | A Award | 2020-03-01 | 2020-03-03 | 10,250 | — | $0 | 20,250 | SEC↗ |
| Schreuder Jana R | Director | A Award | 2020-03-01 | 2020-03-03 | 10,250 | — | $0 | 10,250 | SEC↗ |
| Mackay Todd C | Chief Bus. Dev & Ops Officer | F Tax w/h | 2020-02-20 | 2020-02-24 | 499 | $22.47 | $11.2K | 63,149 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | F Tax w/h | 2020-02-20 | 2020-02-24 | 2,322 | $22.47 | $52.2K | 45,686 | SEC↗ |
| Murray Stacy | See Remarks | A Award | 2020-01-31 | 2020-02-04 | 2,217 | — | $0 | 5,683 | SEC↗ |
| Walters Christopher William | Chief Executive Officer | A Award deriv | 2020-01-30 | 2020-02-03 | 165,782 | — | $0 | 165,782 | SEC↗ |
| Walters Christopher William | Chief Executive Officer | A Award | 2020-01-30 | 2020-02-03 | 85,616 | — | $0 | 114,942 | SEC↗ |
| Taylor Transient C | Chief HR Officer | A Award deriv | 2020-01-09 | 2020-01-13 | 21,954 | — | $0 | 21,954 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | A Award deriv | 2020-01-09 | 2020-01-13 | 22,414 | — | $0 | 22,414 | SEC↗ |
| Vasquez Enrique M | President of Wealth Manageme | A Award deriv | 2020-01-09 | 2020-01-13 | 33,622 | — | $0 | 33,622 | SEC↗ |
| Mackay Todd C | Chief Bus. Dev & Ops Officer | A Award deriv | 2020-01-09 | 2020-01-13 | 27,634 | — | $0 | 27,634 | SEC↗ |
| Campbell Curtis A | President, TaxAct | A Award deriv | 2020-01-09 | 2020-01-13 | 33,622 | — | $0 | 33,622 | SEC↗ |
| Hogan Michael P | Pres. Tax-Smart Innovation | A Award deriv | 2020-01-09 | 2020-01-13 | 29,937 | — | $0 | 29,937 | SEC↗ |
| Taylor Transient C | Chief HR Officer | A Award | 2020-01-09 | 2020-01-13 | 21,235 | — | $0 | 32,273 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | A Award | 2020-01-09 | 2020-01-13 | 11,568 | — | $0 | 48,008 | SEC↗ |
| Vasquez Enrique M | President of Wealth Manageme | A Award | 2020-01-09 | 2020-01-13 | 17,353 | — | $0 | 24,478 | SEC↗ |
| Murray Stacy | Principal Accounting Officer | A Award | 2020-01-09 | 2020-01-13 | 3,466 | — | $0 | 3,466 | SEC↗ |
| Mackay Todd C | Chief Bus. Dev & Ops Officer | A Award | 2020-01-09 | 2020-01-13 | 14,263 | — | $0 | 63,648 | SEC↗ |
| Campbell Curtis A | President, TaxAct | A Award | 2020-01-09 | 2020-01-13 | 17,353 | — | $0 | 36,096 | SEC↗ |
| Hogan Michael P | Pres. Tax-Smart Innovation | A Award | 2020-01-09 | 2020-01-13 | 15,451 | — | $0 | 44,104 | SEC↗ |
| Clendening John S | President and CEO | F Tax w/h | 2020-01-03 | 2020-01-06 | 3,116 | $25.73 | $80.2K | 634,297 | SEC↗ |
| Mackay Todd C | Chief Bus. Dev & Ops Officer | F Tax w/h | 2020-01-02 | 2020-01-03 | 539 | $26.00 | $14.0K | 49,385 | SEC↗ |
| Hogan Michael P | Pres. Tax-Smart Innovation | F Tax w/h | 2020-01-02 | 2020-01-06 | 1,278 | $26.00 | $33.2K | 28,653 | SEC↗ |
| Clendening John S | President and CEO | F Tax w/h | 2020-01-02 | 2020-01-06 | 6,054 | $26.00 | $157.4K | 637,413 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | F Tax w/h | 2020-01-02 | 2020-01-06 | 1,376 | $26.00 | $35.8K | 36,440 | SEC↗ |
| Campbell Curtis A | President, TaxAct | F Tax w/h | 2020-01-02 | 2020-01-06 | 1,389 | $26.00 | $36.1K | 18,743 | SEC↗ |
| Taylor Transient C | Chief HR Officer | F Tax w/h | 2020-01-02 | 2020-01-06 | 877 | $26.00 | $22.8K | 11,038 | SEC↗ |
| Athwal Davinder S | Chief Financial Officer | F Tax w/h | 2020-01-02 | 2020-01-06 | 1,600 | $26.00 | $41.6K | 44,681 | SEC↗ |
| Mackay Todd C | Chief Bus. Dev & Ops Officer | F Tax w/h | 2020-01-01 | 2020-01-03 | 320 | $26.14 | $8.4K | 49,924 | SEC↗ |
| Mackay Todd C | Chief Bus. Dev & Ops Officer | F Tax w/h | 2019-12-31 | 2020-01-03 | 331 | $26.14 | $8.7K | 50,244 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | F Tax w/h | 2019-12-19 | 2019-12-20 | 1,057 | $25.10 | $26.5K | 37,816 | SEC↗ |
| Clendening John S | President and CEO | M Exercise deriv | 2019-12-16 | 2019-12-18 | 7,500 | — | $0 | 4,499 | SEC↗ |
| Clendening John S | President and CEO | M Exercise | 2019-12-16 | 2019-12-18 | 7,500 | $4.98 | $37.4K | 657,717 | SEC↗ |
| Clendening John S | President and CEO | S Sale | 2019-12-16 | 2019-12-18 | 14,250 | $24.92 | $355.1K | 643,467 | SEC↗ |
| Campbell Curtis A | President, TaxAct | F Tax w/h | 2019-11-05 | 2019-11-07 | 1,954 | $22.30 | $43.6K | 20,132 | SEC↗ |
| Hogan Michael P | Pres. Tax-Smart Innovation | F Tax w/h | 2019-10-29 | 2019-10-31 | 658 | $21.85 | $14.4K | 28,265 | SEC↗ |
| Taylor Transient C | Chief HR Officer | F Tax w/h | 2019-10-15 | 2019-10-17 | 999 | $20.86 | $20.8K | 11,915 | SEC↗ |
| Clendening John S | President and CEO | M Exercise deriv | 2019-10-07 | 2019-10-09 | 37,500 | — | $0 | 11,999 | SEC↗ |
| Clendening John S | President and CEO | M Exercise | 2019-10-07 | 2019-10-09 | 37,500 | $4.98 | $186.8K | 704,467 | SEC↗ |
| Clendening John S | President and CEO | S Sale | 2019-10-07 | 2019-10-09 | 54,250 | $21.20 | $1.15M | 650,217 | SEC↗ |
| Clendening John S | President and CEO | M Exercise deriv | 2019-07-17 | 2019-07-18 | 10,000 | — | $0 | 49,499 | SEC↗ |
| Clendening John S | President and CEO | S Sale | 2019-07-17 | 2019-07-18 | 10,000 | $29.23 | $292.3K | 666,967 | SEC↗ |
| Clendening John S | President and CEO | M Exercise | 2019-07-17 | 2019-07-18 | 10,000 | $4.98 | $49.8K | 676,967 | SEC↗ |
| Clendening John S | President and CEO | M Exercise deriv | 2019-07-16 | 2019-07-18 | 37,500 | — | $0 | 59,499 | SEC↗ |
| Clendening John S | President and CEO | M Exercise | 2019-07-16 | 2019-07-18 | 37,500 | $4.98 | $186.8K | 721,217 | SEC↗ |
| Clendening John S | President and CEO | S Sale | 2019-07-16 | 2019-07-18 | 54,250 | $29.01 | $1.57M | 666,967 | SEC↗ |
| Clendening John S | President and CEO | F Tax w/h | 2019-07-03 | 2019-07-05 | 5,035 | $29.81 | $150.1K | 683,717 | SEC↗ |
| Mackay Todd C | Chief Bus. Dev & Ops Officer | F Tax w/h | 2019-07-01 | 2019-07-02 | 410 | $30.18 | $12.4K | 50,575 | SEC↗ |
| Mackay Todd C | Chief Bus. Dev & Ops Officer | F Tax w/h | 2019-06-30 | 2019-07-02 | 332 | $30.37 | $10.1K | 50,985 | SEC↗ |
| PROCTOR GEORGANNE | Director | A Award | 2019-06-28 | 2019-07-02 | 1,488 | — | $0 | 18,936 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | F Tax w/h | 2019-06-19 | 2019-06-21 | 1,058 | $30.94 | $32.7K | 38,873 | SEC↗ |
| Mackay Todd C | Chief Bus. Dev & Ops Officer | A Award deriv | 2019-06-14 | 2019-06-18 | 9,031 | — | $0 | 9,031 | SEC↗ |
| Mackay Todd C | Chief Bus. Dev & Ops Officer | A Award | 2019-06-14 | 2019-06-18 | 4,661 | — | $0 | 51,317 | SEC↗ |
| Mackay Todd C | Chief Bus. Dev & Ops Officer | A Award | 2019-06-14 | 2019-06-18 | 9,984 | — | $0 | 46,656 | SEC↗ |
| PROCTOR GEORGANNE | Director | S Sale | 2019-06-05 | 2019-06-07 | 2,768 | $31.29 | $86.6K | 14,680 | SEC↗ |
| Zappone Mary Slagle | Director | S Sale | 2019-06-04 | 2019-06-06 | 6,432 | $31.52 | $202.7K | 33,864 | SEC↗ |
| Vasquez Enrique M | President of Wealth Manageme | A Award deriv | 2019-06-03 | 2019-06-05 | 13,805 | — | $0 | 13,805 | SEC↗ |
| Vasquez Enrique M | President of Wealth Manageme | A Award | 2019-06-03 | 2019-06-05 | 7,125 | — | $0 | 7,125 | SEC↗ |
| ATWELL WILLIAM L | Director | M Exercise deriv | 2019-05-28 | 2019-05-30 | 1,877 | — | $0 | 0 | SEC↗ |
| ATWELL WILLIAM L | Director | M Exercise deriv | 2019-05-28 | 2019-05-30 | 5,438 | — | $0 | 2,719 | SEC↗ |
| ATWELL WILLIAM L | Director | M Exercise deriv | 2019-05-28 | 2019-05-30 | 625 | — | $0 | 0 | SEC↗ |
| ATWELL WILLIAM L | Director | M Exercise | 2019-05-28 | 2019-05-30 | 1,877 | $16.55 | $31.1K | 42,957 | SEC↗ |
| ATWELL WILLIAM L | Director | M Exercise | 2019-05-28 | 2019-05-30 | 5,438 | $16.55 | $90.0K | 41,080 | SEC↗ |
| ATWELL WILLIAM L | Director | M Exercise | 2019-05-28 | 2019-05-30 | 625 | $16.55 | $10.3K | 43,582 | SEC↗ |
| ATWELL WILLIAM L | Director | S Sale | 2019-05-28 | 2019-05-30 | 4,126 | $32.22 | $132.9K | 39,456 | SEC↗ |
| Gardner H. McIntyre | Director | S Sale | 2019-05-24 | 2019-05-24 | 2,500 | $32.05 | $80.1K | 16,189 | SEC↗ |
| PROCTOR GEORGANNE | Director | A Award | 2019-05-23 | 2019-05-24 | 3,972 | — | $0 | 17,448 | SEC↗ |
| HAYLES CAROL | Director | A Award | 2019-05-23 | 2019-05-24 | 3,972 | — | $0 | 10,664 | SEC↗ |
| MacIlwaine John | Director | A Award | 2019-05-23 | 2019-05-24 | 3,972 | — | $0 | 10,664 | SEC↗ |
| ATWELL WILLIAM L | Director | A Award | 2019-05-23 | 2019-05-24 | 5,560 | — | $0 | 35,642 | SEC↗ |
| Gardner H. McIntyre | Director | A Award | 2019-05-23 | 2019-05-24 | 3,972 | — | $0 | 18,689 | SEC↗ |
| Zappone Mary Slagle | Director | A Award | 2019-05-23 | 2019-05-24 | 3,972 | — | $0 | 40,296 | SEC↗ |
| Aldrich Steven | Director | A Award | 2019-05-23 | 2019-05-24 | 3,972 | — | $0 | 20,448 | SEC↗ |
| Walters Christopher William | Director | A Award | 2019-05-23 | 2019-05-24 | 3,972 | — | $0 | 29,326 | SEC↗ |
| Clendening John S | President and CEO | S Sale | 2019-05-16 | 2019-05-16 | 5,000 | $32.00 | $160.0K | 688,752 | SEC↗ |
| Clendening John S | President and CEO | M Exercise deriv | 2019-05-15 | 2019-05-16 | 20,000 | — | $0 | 96,999 | SEC↗ |
| Palmer John David | Principal Accounting Officer | S Sale | 2019-05-15 | 2019-05-15 | 161 | $31.44 | $5.1K | 6,014 | SEC↗ |
| Clendening John S | President and CEO | S Sale | 2019-05-15 | 2019-05-16 | 25,000 | $31.29 | $782.3K | 693,752 | SEC↗ |
| Clendening John S | President and CEO | M Exercise | 2019-05-15 | 2019-05-16 | 20,000 | $4.98 | $99.6K | 718,752 | SEC↗ |
| Clendening John S | President and CEO | M Exercise deriv | 2019-05-14 | 2019-05-16 | 37,500 | — | $0 | 116,999 | SEC↗ |
| Clendening John S | President and CEO | M Exercise | 2019-05-14 | 2019-05-16 | 37,500 | $4.98 | $186.8K | 753,002 | SEC↗ |
| Clendening John S | President and CEO | S Sale | 2019-05-14 | 2019-05-16 | 54,250 | $31.67 | $1.72M | 698,752 | SEC↗ |
| Palmer John David | Principal Accounting Officer | M Exercise deriv | 2019-05-13 | 2019-05-15 | 3,302 | — | $0 | 6,602 | SEC↗ |
| Palmer John David | Principal Accounting Officer | S Sale | 2019-05-13 | 2019-05-15 | 4,445 | $31.64 | $140.6K | 6,175 | SEC↗ |
| Palmer John David | Principal Accounting Officer | M Exercise | 2019-05-13 | 2019-05-15 | 3,302 | $15.90 | $52.5K | 10,620 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | M Exercise deriv | 2019-05-02 | 2019-05-03 | 3,000 | — | $0 | 31,409 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | S Sale | 2019-05-02 | 2019-05-03 | 5,600 | $35.00 | $196.0K | 39,931 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | M Exercise | 2019-05-02 | 2019-05-03 | 3,000 | $21.70 | $65.1K | 45,531 | SEC↗ |
| Clendening John S | President and CEO | M Exercise deriv | 2019-04-08 | 2019-04-10 | 141,667 | — | $0 | 154,499 | SEC↗ |
| Clendening John S | President and CEO | F Tax w/h | 2019-04-08 | 2019-04-10 | 68,149 | $34.50 | $2.35M | 715,502 | SEC↗ |
| Clendening John S | President and CEO | M Exercise | 2019-04-08 | 2019-04-10 | 141,667 | $4.98 | $705.5K | 783,651 | SEC↗ |
| Clendening John S | President and CEO | F Tax w/h | 2019-04-04 | 2019-04-05 | 27,873 | $34.70 | $967.2K | 641,984 | SEC↗ |
| Mackay Todd C | Interim CEO HD Vest | M Exercise deriv | 2019-04-01 | 2019-04-03 | 7,084 | — | $0 | 21,119 | SEC↗ |
| Mackay Todd C | Interim CEO HD Vest | M Exercise | 2019-04-01 | 2019-04-03 | 7,084 | $16.32 | $115.6K | 43,939 | SEC↗ |
| Mackay Todd C | Interim CEO HD Vest | S Sale | 2019-04-01 | 2019-04-03 | 7,267 | $33.37 | $242.5K | 36,672 | SEC↗ |
| Mackay Todd C | Interim CEO HD Vest | M Exercise deriv | 2019-03-19 | 2019-03-21 | 8,855 | — | $0 | 28,203 | SEC↗ |
| Mackay Todd C | Interim CEO HD Vest | M Exercise | 2019-03-19 | 2019-03-21 | 8,855 | $16.32 | $144.5K | 45,939 | SEC↗ |
| Mackay Todd C | Interim CEO HD Vest | S Sale | 2019-03-19 | 2019-03-21 | 9,084 | $32.50 | $295.2K | 36,855 | SEC↗ |
| Athwal Davinder S | Chief Financial Officer | F Tax w/h | 2019-02-21 | 2019-02-21 | 2,649 | $26.85 | $71.1K | 46,281 | SEC↗ |
| Clendening John S | President and CEO | F Tax w/h | 2019-02-20 | 2019-02-21 | 11,476 | $27.48 | $315.4K | 669,857 | SEC↗ |
| Mackay Todd C | Interim CEO HD Vest | F Tax w/h | 2019-02-20 | 2019-02-21 | 499 | $27.48 | $13.7K | 37,084 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | F Tax w/h | 2019-02-20 | 2019-02-21 | 2,322 | $27.48 | $63.8K | 42,531 | SEC↗ |
| Palmer John David | Principal Accounting Officer | F Tax w/h | 2019-02-20 | 2019-02-21 | 456 | $27.48 | $12.5K | 7,157 | SEC↗ |
| Clendening John S | President and CEO | F Tax w/h | 2019-01-03 | 2019-01-04 | 3,368 | — | $0 | 681,333 | SEC↗ |
| Campbell Curtis A | President, TaxAct | A Award deriv | 2019-01-02 | 2019-01-04 | 27,238 | — | $0 | 27,238 | SEC↗ |
| Taylor Transient C | Chief HR Officer | A Award deriv | 2019-01-02 | 2019-01-04 | 17,203 | — | $0 | 17,203 | SEC↗ |
| Clendening John S | President and CEO | A Award deriv | 2019-01-02 | 2019-01-04 | 138,341 | — | $0 | 138,341 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | A Award deriv | 2019-01-02 | 2019-01-04 | 17,919 | — | $0 | 17,919 | SEC↗ |
| Hogan Michael P | Pres. Tax-Smart Innovation | A Award deriv | 2019-01-02 | 2019-01-04 | 25,059 | — | $0 | 25,059 | SEC↗ |
| Athwal Davinder S | Chief Financial Officer | A Award deriv | 2019-01-02 | 2019-01-04 | 31,539 | — | $0 | 31,539 | SEC↗ |
| Mackay Todd C | Interim CEO HD Vest | A Award | 2019-01-02 | 2019-01-03 | 4,725 | — | $0 | 37,583 | SEC↗ |
| Campbell Curtis A | President, TaxAct | A Award | 2019-01-02 | 2019-01-04 | 14,058 | — | $0 | 22,086 | SEC↗ |
| Taylor Transient C | Chief HR Officer | A Award | 2019-01-02 | 2019-01-04 | 8,879 | — | $0 | 12,914 | SEC↗ |
| Clendening John S | President and CEO | A Award | 2019-01-02 | 2019-01-04 | 71,402 | — | $0 | 684,701 | SEC↗ |
| Palmer John David | Principal Accounting Officer | A Award | 2019-01-02 | 2019-01-04 | 2,934 | — | $0 | 7,613 | SEC↗ |
| BRUDER ANN J. | Chief Legal Officer & Sec'y | A Award | 2019-01-02 | 2019-01-04 | 9,248 | — | $0 | 44,853 | SEC↗ |
| Hogan Michael P | Pres. Tax-Smart Innovation | A Award | 2019-01-02 | 2019-01-04 | 12,933 | — | $0 | 28,923 | SEC↗ |
| Athwal Davinder S | Chief Financial Officer | A Award | 2019-01-02 | 2019-01-04 | 16,278 | — | $0 | 48,930 | SEC↗ |