TAX

Liberty Tax, Inc.CIK 1528930 ☆ Sign in to watch Congress trades

Open-mkt buys · 90d

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0 trades · 0 insiders

Open-mkt sales · 90d

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0 trades · 0 insiders

Net · 90d

Insiders on file

AI insights for TAX PRO

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AI insights for TAX

Insider sentiment score with a plain-English explanation, conviction score on every buy, and how the stock performed 30 and 90 days after past insider buys.

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Daily buy vs sell · 90 days

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Insiders

Insider	Role	Trades	Bought	Sold	Last trade
KAHN BRIAN RANDALL	Director, 10% Owner	2	$0	$0	2019-12-13
Minner George William Jr.	Director	2	$0	$0	2018-12-13
Laurence Andrew M	Director	2	$0	$0	2018-12-13
Avril Matthew E	Director	2	$0	$0	2018-12-13
Young Kenneth M	Director	2	$0	$0	2018-12-13
Cozza Patrick A	Director	2	$0	$0	2018-12-13
HERSKOVITS THOMAS	Director	8	$0	$0	2018-12-13
RILEY BRYANT R	Director, 10% Owner	2	$0	$0	2018-12-13
MILLER LAWRENCE	Director	2	$0	$0	2018-12-13
BRC Partners Management GP, LLC	10% Owner	4	$2.45M	$1.06M	2018-08-14
Dialectic Antithesis Partners, LP	10% Owner	1	$9.4K	$0	2018-08-14
BR Dialectic Capital Management, LLC	10% Owner	1	$175.5K	$0	2018-08-06
B. RILEY CAPITAL MANAGEMENT, LLC	10% Owner	4	$2.61M	$1.06M	2018-08-06
Seal John	Director	4	$0	$0	2018-08-03
Datatax Business Services Ltd	10% Owner	14	$0	$50.48M	2018-08-03
Ibbotson Steven	Director, 10% Owner	43	$0	$53.14M	2018-08-03
McDowell Ellen M	Director	59	$0	$929.8K	2018-08-03
DAngelo Gordon	Director	58	$0	$975.5K	2018-08-03
B. Riley Financial, Inc.	10% Owner	3	$2.44M	$1.06M	2018-08-03
KAHN CAPITAL MANAGEMENT LLC	10% Owner	2	$2.53M	$0	2018-08-02
HEWITT JOHN T	Director, 10% Owner	63	$0	$17.94M	2018-07-19
York Shaun	Chief Operating Officer	2	$0	$0	2018-06-01
Ossenfort Nicole	Chief Executive Officer	2	$0	$0	2018-06-01
Bates Nicholas	VP, Finance	7	$0	$0	2018-03-01
Longfield Ross N	Director	32	$0	$471.4K	2017-12-14
Szajnoga Vanessa M	Vice President	9	$0	$0	2017-12-12
Artese Richard G	VP, Chief Information Officer	7	$0	$0	2017-12-12
Howard Robert M	Director	25	$1.03M	$0	2017-09-11
Garel John R	Director	66	$0	$880.6K	2017-09-11
ROBSON GEORGE T	Director	45	$0	$2.35M	2017-09-11
DONOVAN KATHLEEN E	Vice President	2	$0	$0	2017-09-06
Piper Michael	President, JTH Financial, LLC	27	$23.7K	$1.05M	2017-06-29
Brunot Edward L	Chief Operating Officer	2	$0	$0	2017-06-01
Daniels Thomas S	Chief Accounting Officer	29	$63.3K	$409.2K	2016-12-09
Wheaton James J	General Counsel/Vice President	15	$53.6K	$215.1K	2015-09-18
Carroll Christopher Joseph	VP of Sales and Marketing	10	$0	$1.53M	2014-07-23
Baumgartner Mark F	Chief Investment Officer	34	$44.2K	$1.42M	2014-07-01
Golding Gary Patrick	Other	13	$0	$4.34M	2013-12-12
MARTINSON JOHN H	10% Owner	3	$0	$304.9K	2013-05-31
MARTINSON ROSS T	10% Owner	9	$0	$3.59M	2013-04-01

Trade history

Insider	Role	Code	Trade	Filed	Shares	Price	Value	Owned after
KAHN BRIAN RANDALL	Director, 10% Owner	A Award deriv	2019-12-13	2018-12-17	13,889	—	$0	13,889	SEC↗
RILEY BRYANT R	Director, 10% Owner	A Award deriv	2018-12-13	2019-01-29	1,804	—	$0	1,804	SEC↗
RILEY BRYANT R	Director, 10% Owner	A Award deriv	2018-12-13	2019-01-29	13,889	—	$0	13,889	SEC↗
Young Kenneth M	Director	A Award deriv	2018-12-13	2019-01-29	13,889	—	$0	13,889	SEC↗
Young Kenneth M	Director	A Award deriv	2018-12-13	2019-01-29	1,804	—	$0	1,804	SEC↗
Cozza Patrick A	Director	A Award deriv	2018-12-13	2018-12-17	1,804	—	$0	1,804	SEC↗
Cozza Patrick A	Director	A Award deriv	2018-12-13	2018-12-17	13,889	—	$0	13,889	SEC↗
HERSKOVITS THOMAS	Director	A Award deriv	2018-12-13	2018-12-17	1,804	—	$0	1,804	SEC↗
HERSKOVITS THOMAS	Director	A Award deriv	2018-12-13	2018-12-17	13,889	—	$0	13,889	SEC↗
MILLER LAWRENCE	Director	A Award deriv	2018-12-13	2018-12-17	13,889	—	$0	13,889	SEC↗
MILLER LAWRENCE	Director	A Award deriv	2018-12-13	2018-12-17	1,804	—	$0	1,804	SEC↗
Minner George William Jr.	Director	A Award deriv	2018-12-13	2018-12-17	13,889	—	$0	13,889	SEC↗
Minner George William Jr.	Director	A Award deriv	2018-12-13	2018-12-17	1,804	—	$0	1,804	SEC↗
Avril Matthew E	Director	A Award deriv	2018-12-13	2018-12-17	13,889	—	$0	13,889	SEC↗
Avril Matthew E	Director	A Award deriv	2018-12-13	2018-12-17	1,804	—	$0	1,804	SEC↗
Laurence Andrew M	Director	A Award deriv	2018-12-13	2018-12-17	2,706	—	$0	2,706	SEC↗
Laurence Andrew M	Director	A Award deriv	2018-12-13	2018-12-17	20,833	—	$0	20,833	SEC↗
KAHN BRIAN RANDALL	Director, 10% Owner	A Award deriv	2018-12-13	2018-12-17	1,804	—	$0	1,804	SEC↗
BRC Partners Management GP, LL	10% Owner	P Buy	2018-08-14	2018-12-26	925	$10.15	$9.4K	475,275	SEC↗
Dialectic Antithesis Partners,	10% Owner	P Buy	2018-08-14	2018-08-28	925	$10.15	$9.4K	3,086,712	SEC↗
BR Dialectic Capital Managemen	10% Owner	P Buy	2018-08-06	2018-12-26	18,916	$9.28	$175.5K	474,350	SEC↗
B. RILEY CAPITAL MANAGEMENT, L	10% Owner	P Buy	2018-08-06	2018-08-08	18,916	$9.28	$175.5K	3,334,703	SEC↗
B. Riley Financial, Inc.	10% Owner	P Buy	2018-08-03	2018-12-26	34,700	$9.25	$321.0K	455,434	SEC↗
Ibbotson Steven	10% Owner	C Conversion deriv	2018-08-03	2018-08-07	1,000,000	—	$0	0	SEC↗
Datatax Business Services Ltd	10% Owner	C Conversion deriv	2018-08-03	2018-08-07	1,000,000	—	$0	0	SEC↗
Seal John	Director	M Exercise deriv	2018-08-03	2018-08-07	1,988	—	$0	0	SEC↗
DAngelo Gordon	Director	M Exercise deriv	2018-08-03	2018-08-07	1,988	—	$0	0	SEC↗
McDowell Ellen M	Director	M Exercise deriv	2018-08-03	2018-08-07	1,988	—	$0	0	SEC↗
B. RILEY CAPITAL MANAGEMENT, L	10% Owner	P Buy	2018-08-03	2018-08-06	34,700	$9.25	$321.0K	3,085,787	SEC↗
Ibbotson Steven	10% Owner	C Conversion	2018-08-03	2018-08-07	10	—	$0	0	SEC↗
Ibbotson Steven	10% Owner	S Sale	2018-08-03	2018-08-07	3,000,000	$8.54	$25.62M	0	SEC↗
Ibbotson Steven	10% Owner	S Sale	2018-08-03	2018-08-07	95,137	$8.54	$812.5K	0	SEC↗
Ibbotson Steven	10% Owner	S Sale	2018-08-03	2018-08-07	8,400	$8.54	$71.7K	0	SEC↗
Ibbotson Steven	10% Owner	C Conversion	2018-08-03	2018-08-07	1,000,000	—	$0	3,000,000	SEC↗
Datatax Business Services Ltd	10% Owner	C Conversion	2018-08-03	2018-08-07	1,000,000	—	$0	3,000,000	SEC↗
Datatax Business Services Ltd	10% Owner	S Sale	2018-08-03	2018-08-07	3,000,000	$8.54	$25.62M	0	SEC↗
Datatax Business Services Ltd	10% Owner	C Conversion	2018-08-03	2018-08-07	10	—	$0	0	SEC↗
Seal John	Director	M Exercise	2018-08-03	2018-08-07	1,988	—	$0	26,988	SEC↗
DAngelo Gordon	Director	M Exercise	2018-08-03	2018-08-07	1,988	—	$0	3,682	SEC↗
McDowell Ellen M	Director	M Exercise	2018-08-03	2018-08-07	1,988	—	$0	46,261	SEC↗
BRC Partners Management GP, LL	10% Owner	P Buy	2018-08-03	2018-08-08	34,700	$9.25	$321.0K	3,085,787	SEC↗
B. Riley Financial, Inc.	10% Owner	S Sale	2018-08-02	2018-12-26	115,000	$9.19	$1.06M	420,734	SEC↗
B. Riley Financial, Inc.	10% Owner	P Buy	2018-08-02	2018-12-26	230,967	$9.17	$2.12M	535,734	SEC↗
KAHN CAPITAL MANAGEMENT LLC	10% Owner	P Buy	2018-08-02	2018-08-03	115,000	$9.19	$1.06M	2,449,959	SEC↗
B. RILEY CAPITAL MANAGEMENT, L	10% Owner	S Sale	2018-08-02	2018-08-06	115,000	$9.19	$1.06M	3,051,087	SEC↗
B. RILEY CAPITAL MANAGEMENT, L	10% Owner	P Buy	2018-08-02	2018-08-06	230,967	$9.17	$2.12M	3,166,087	SEC↗
BRC Partners Management GP, LL	10% Owner	P Buy	2018-08-02	2018-08-08	230,967	$9.17	$2.12M	3,166,087	SEC↗
BRC Partners Management GP, LL	10% Owner	S Sale	2018-08-02	2018-08-08	115,000	$9.19	$1.06M	3,051,087	SEC↗
KAHN CAPITAL MANAGEMENT LLC	10% Owner	P Buy	2018-08-01	2018-08-03	165,000	$8.95	$1.48M	2,334,959	SEC↗
HEWITT JOHN T	Director, 10% Owner	S Sale	2018-07-19	2018-07-23	1,595,813	$8.70	$13.88M	0	SEC↗
HEWITT JOHN T	Director, 10% Owner	S Sale	2018-07-19	2018-07-23	200,000	$8.70	$1.74M	0	SEC↗
HEWITT JOHN T	Director, 10% Owner	S Sale	2018-07-19	2018-07-23	150,852	$8.70	$1.31M	0	SEC↗
Ossenfort Nicole	Chief Executive Officer	A Award deriv	2018-06-01	2018-06-05	149,083	$10.55	$1.57M	149,083	SEC↗
Ossenfort Nicole	Chief Executive Officer	A Award deriv	2018-06-01	2018-06-05	30,806	—	$0	30,806	SEC↗
York Shaun	Chief Operating Officer	A Award deriv	2018-06-01	2018-06-05	18,957	—	$0	18,957	SEC↗
York Shaun	Chief Operating Officer	A Award deriv	2018-06-01	2018-06-05	91,743	$10.55	$967.9K	91,743	SEC↗
Bates Nicholas	Chief Financial Officer	M Exercise deriv	2018-03-01	2018-04-23	2,671	—	$0	2,671	SEC↗
Bates Nicholas	Chief Financial Officer	M Exercise	2018-03-01	2018-04-23	2,671	—	$0	3,267	SEC↗
Bates Nicholas	Chief Financial Officer	F Tax w/h	2018-03-01	2018-04-23	946	$7.85	$7.4K	2,321	SEC↗
HEWITT JOHN T	Director, 10% Owner	A Award deriv	2017-12-14	2017-12-18	14,069	—	$0	14,069	SEC↗
HEWITT JOHN T	Director, 10% Owner	A Award deriv	2017-12-14	2017-12-18	1,988	—	$0	1,988	SEC↗
DAngelo Gordon	Director	A Award deriv	2017-12-14	2017-12-18	14,069	—	$0	14,069	SEC↗
DAngelo Gordon	Director	A Award deriv	2017-12-14	2017-12-18	1,988	—	$0	1,988	SEC↗
Longfield Ross N	Director	A Award deriv	2017-12-14	2017-12-18	1,988	—	$0	1,988	SEC↗
Longfield Ross N	Director	A Award deriv	2017-12-14	2017-12-18	14,069	—	$0	14,069	SEC↗
McDowell Ellen M	Director	A Award deriv	2017-12-14	2017-12-18	14,069	—	$0	14,069	SEC↗
McDowell Ellen M	Director	A Award deriv	2017-12-14	2017-12-18	1,988	—	$0	1,988	SEC↗
Seal John	Director	A Award deriv	2017-12-14	2017-12-18	1,988	—	$0	1,988	SEC↗
Seal John	Director	A Award deriv	2017-12-14	2017-12-18	14,069	—	$0	14,069	SEC↗
Bates Nicholas	VP, Finance	A Award deriv	2017-12-12	2017-12-14	36,199	—	$0	36,199	SEC↗
Szajnoga Vanessa M	General Counsel/Vice Preside	A Award deriv	2017-12-12	2017-12-14	27,149	—	$0	27,149	SEC↗
Artese Richard G	VP, Chief Information Office	A Award deriv	2017-12-12	2017-12-14	9,049	—	$0	9,049	SEC↗
Bates Nicholas	Chief Financial Officer	M Exercise deriv	2017-12-09	2018-04-23	892	—	$0	1,784	SEC↗
Bates Nicholas	Chief Financial Officer	M Exercise	2017-12-09	2018-04-23	892	—	$0	892	SEC↗
Bates Nicholas	Chief Financial Officer	F Tax w/h	2017-12-09	2018-04-23	296	$11.95	$3.5K	596	SEC↗
HEWITT JOHN T	Director, 10% Owner	M Exercise deriv	2017-09-29	2017-10-03	22,817	—	$0	0	SEC↗
HEWITT JOHN T	Director, 10% Owner	F Tax w/h	2017-09-29	2017-10-03	7,553	$14.55	$109.9K	1,595,813	SEC↗
HEWITT JOHN T	Director, 10% Owner	M Exercise	2017-09-29	2017-10-03	22,817	—	$0	1,603,366	SEC↗
DAngelo Gordon	Director	M Exercise deriv	2017-09-11	2017-09-13	1,694	—	$0	0	SEC↗
ROBSON GEORGE T	Director	M Exercise deriv	2017-09-11	2017-09-13	1,694	—	$0	0	SEC↗
Garel John R	Director	M Exercise deriv	2017-09-11	2017-09-13	1,694	—	$0	0	SEC↗
Longfield Ross N	Director	M Exercise deriv	2017-09-11	2017-09-13	1,694	—	$0	0	SEC↗
Ibbotson Steven	Director, 10% Owner	M Exercise deriv	2017-09-11	2017-09-13	1,694	—	$0	0	SEC↗
Howard Robert M	Director	M Exercise deriv	2017-09-11	2017-09-13	1,694	—	$0	0	SEC↗
HERSKOVITS THOMAS	Director	M Exercise deriv	2017-09-11	2017-09-13	1,694	—	$0	0	SEC↗
McDowell Ellen M	Director	M Exercise deriv	2017-09-11	2017-09-13	1,694	—	$0	0	SEC↗
DAngelo Gordon	Director	M Exercise	2017-09-11	2017-09-13	1,694	—	$0	1,694	SEC↗
ROBSON GEORGE T	Director	M Exercise	2017-09-11	2017-09-13	1,694	—	$0	21,821	SEC↗
Garel John R	Director	M Exercise	2017-09-11	2017-09-13	1,694	—	$0	25,198	SEC↗
Longfield Ross N	Director	M Exercise	2017-09-11	2017-09-13	1,694	—	$0	12,463	SEC↗
Ibbotson Steven	Director, 10% Owner	M Exercise	2017-09-11	2017-09-13	1,694	—	$0	95,137	SEC↗
Howard Robert M	Director	M Exercise	2017-09-11	2017-09-13	1,694	—	$0	62,632	SEC↗
HERSKOVITS THOMAS	Director	M Exercise	2017-09-11	2017-09-13	1,694	—	$0	2,671	SEC↗
McDowell Ellen M	Director	M Exercise	2017-09-11	2017-09-13	1,694	—	$0	44,273	SEC↗
DONOVAN KATHLEEN E	Vice President	A Award deriv	2017-09-06	2017-09-08	12,368	—	$0	12,368	SEC↗
Szajnoga Vanessa M	General Counsel/Vice Preside	A Award deriv	2017-09-06	2017-09-08	9,408	—	$0	9,408	SEC↗
Artese Richard G	VP, Chief Information Office	A Award deriv	2017-09-06	2017-09-08	4,874	—	$0	4,874	SEC↗
McDowell Ellen M	Director	S Sale	2017-07-10	2017-07-11	5,000	$13.58	$67.9K	42,579	SEC↗
Piper Michael	President, JTH Financial, LL	S Sale	2017-06-29	2017-06-30	3,750	$13.00	$48.8K	550	SEC↗
Piper Michael	President, JTH Financial, LL	S Sale	2017-06-28	2017-06-30	10,000	$12.91	$129.1K	4,300	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	S Sale	2017-06-20	2017-06-21	19,767	$12.02	$237.6K	1,580,549	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	S Sale	2017-06-19	2017-06-21	20,233	$12.60	$254.9K	1,600,316	SEC↗
Brunot Edward L	Chief Operating Officer	A Award deriv	2017-06-01	2017-06-05	188,088	$14.30	$2.69M	188,088	SEC↗
Brunot Edward L	Chief Operating Officer	A Award deriv	2017-06-01	2017-06-05	22,727	—	$0	22,727	SEC↗
Garel John R	Director	A Award	2017-02-01	2017-02-03	1,305	$13.40	$17.5K	23,504	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	G Gift	2017-01-09	2017-01-11	11,102	—	$0	1,620,549	SEC↗
Garel John R	Director	D To issuer	2017-01-06	2017-01-10	13	$12.58	$164	0	SEC↗
Garel John R	Director	D To issuer	2017-01-06	2017-01-10	30,022	$12.58	$377.7K	0	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	A Award deriv	2016-12-09	2017-01-30	28,860	$13.86	$400.0K	28,860	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	A Award deriv	2016-12-09	2017-01-30	311,211	$12.60	$3.92M	311,211	SEC↗
DONOVAN KATHLEEN E	Vice President	A Award deriv	2016-12-09	2016-12-13	31,746	—	$0	31,746	SEC↗
Szajnoga Vanessa M	General Counsel/Vice Preside	A Award deriv	2016-12-09	2016-12-13	27,778	—	$0	27,778	SEC↗
Piper Michael	President, JTH Financial, LL	A Award deriv	2016-12-09	2016-12-13	27,778	—	$0	27,778	SEC↗
Artese Richard G	VP, Chief Information Office	A Award deriv	2016-12-09	2016-12-13	15,873	—	$0	15,873	SEC↗
Daniels Thomas S	Chief Accounting Officer	A Award deriv	2016-12-09	2016-12-13	2,060	—	$0	2,060	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	A Award deriv	2016-12-09	2016-12-13	22,817	—	$0	22,817	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	A Award deriv	2016-12-09	2016-12-13	336,914	$12.60	$4.25M	336,914	SEC↗
Garel John R	Director	A Award	2016-11-03	2016-11-07	1,476	$11.85	$17.5K	22,199	SEC↗
HERSKOVITS THOMAS	Director	M Exercise deriv	2016-10-17	2016-10-19	977	—	$0	0	SEC↗
HERSKOVITS THOMAS	Director	M Exercise	2016-10-17	2016-10-19	977	—	$0	977	SEC↗
Garel John R	Director	J Other	2016-10-17	2016-10-19	1,845	—	$0	20,723	SEC↗
Garel John R	Director	J Other	2016-10-17	2016-10-19	92,366	—	$0	30,022	SEC↗
Garel John R	Director	J Other	2016-10-17	2016-10-19	717,714	—	$0	13	SEC↗
Garel John R	Director	J Other	2016-10-17	2016-10-19	159	—	$0	18,878	SEC↗
DAngelo Gordon	Director	S Sale	2016-10-10	2016-10-12	1,587	$12.72	$20.2K	0	SEC↗
Piper Michael	President, JTH Financial, LL	S Sale	2016-10-05	2016-10-06	4,745	$13.12	$62.3K	14,300	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	S Sale	2016-10-03	2016-10-04	9,834	$12.75	$125.4K	1,631,651	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	S Sale	2016-09-30	2016-10-04	10,166	$12.80	$130.1K	1,641,485	SEC↗
Piper Michael	President, JTH Financial, LL	S Sale	2016-09-30	2016-09-30	4,050	$12.90	$52.2K	19,045	SEC↗
Piper Michael	President, JTH Financial, LL	S Sale	2016-09-29	2016-09-30	588	$12.91	$7.6K	23,095	SEC↗
Piper Michael	President, JTH Financial, LL	S Sale	2016-09-28	2016-09-30	3,617	$12.92	$46.7K	23,683	SEC↗
ROBSON GEORGE T	Director	M Exercise deriv	2016-09-19	2016-09-20	938	—	$0	0	SEC↗
DAngelo Gordon	Director	M Exercise deriv	2016-09-19	2016-09-20	938	—	$0	0	SEC↗
McDowell Ellen M	Director	M Exercise deriv	2016-09-19	2016-09-20	938	—	$0	0	SEC↗
Longfield Ross N	Director	M Exercise deriv	2016-09-19	2016-09-20	938	—	$0	0	SEC↗
Ibbotson Steven	Director, 10% Owner	M Exercise deriv	2016-09-19	2016-09-20	938	—	$0	0	SEC↗
Garel John R	Director	M Exercise deriv	2016-09-19	2016-09-20	938	—	$0	0	SEC↗
Howard Robert M	Director	M Exercise deriv	2016-09-19	2016-09-20	938	—	$0	0	SEC↗
Daniels Thomas S	Chief Accounting Officer	M Exercise deriv	2016-09-19	2016-09-20	520	—	$0	1,040	SEC↗
Daniels Thomas S	Chief Accounting Officer	M Exercise deriv	2016-09-19	2016-09-20	269	—	$0	269	SEC↗
Szajnoga Vanessa M	Vice President	M Exercise deriv	2016-09-19	2016-09-20	379	—	$0	758	SEC↗
Szajnoga Vanessa M	Vice President	M Exercise deriv	2016-09-19	2016-09-20	167	—	$0	167	SEC↗
ROBSON GEORGE T	Director	M Exercise	2016-09-19	2016-09-20	938	—	$0	20,127	SEC↗
DAngelo Gordon	Director	M Exercise	2016-09-19	2016-09-20	938	—	$0	1,587	SEC↗
McDowell Ellen M	Director	M Exercise	2016-09-19	2016-09-20	938	—	$0	47,579	SEC↗
Longfield Ross N	Director	M Exercise	2016-09-19	2016-09-20	938	—	$0	10,769	SEC↗
Ibbotson Steven	Director, 10% Owner	M Exercise	2016-09-19	2016-09-20	938	—	$0	93,443	SEC↗
Garel John R	Director	M Exercise	2016-09-19	2016-09-20	938	—	$0	18,719	SEC↗
Howard Robert M	Director	M Exercise	2016-09-19	2016-09-20	938	—	$0	60,938	SEC↗
Daniels Thomas S	Chief Accounting Officer	F Tax w/h	2016-09-19	2016-09-20	168	$12.62	$2.1K	2,007	SEC↗
Daniels Thomas S	Chief Accounting Officer	F Tax w/h	2016-09-19	2016-09-20	87	$12.62	$1.1K	1,655	SEC↗
Daniels Thomas S	Chief Accounting Officer	M Exercise	2016-09-19	2016-09-20	520	—	$0	2,175	SEC↗
Daniels Thomas S	Chief Accounting Officer	M Exercise	2016-09-19	2016-09-20	269	—	$0	1,742	SEC↗
Szajnoga Vanessa M	Vice President	F Tax w/h	2016-09-19	2016-09-20	123	$12.62	$1.6K	607	SEC↗
Szajnoga Vanessa M	Vice President	M Exercise	2016-09-19	2016-09-20	167	—	$0	405	SEC↗
Szajnoga Vanessa M	Vice President	F Tax w/h	2016-09-19	2016-09-20	54	$12.62	$681	351	SEC↗
Szajnoga Vanessa M	Vice President	M Exercise	2016-09-19	2016-09-20	379	—	$0	730	SEC↗
Howard Robert M	Director	P Buy	2016-09-16	2016-09-20	10,000	$12.66	$126.6K	60,000	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	G Gift	2016-09-14	2016-09-16	12,000	—	$0	1,651,651	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	S Sale	2016-09-14	2016-09-16	20,000	$12.73	$254.6K	1,671,651	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	G Gift	2016-09-14	2016-09-16	8,000	—	$0	1,663,651	SEC↗
DAngelo Gordon	Director	A Award deriv	2016-09-09	2016-09-13	1,694	—	$0	1,694	SEC↗
DAngelo Gordon	Director	A Award deriv	2016-09-09	2016-09-13	18,131	—	$0	18,131	SEC↗
McDowell Ellen M	Director	A Award deriv	2016-09-09	2016-09-13	1,694	—	$0	1,694	SEC↗
McDowell Ellen M	Director	A Award deriv	2016-09-09	2016-09-13	18,131	—	$0	18,131	SEC↗
Ibbotson Steven	Director, 10% Owner	A Award deriv	2016-09-09	2016-09-13	18,131	—	$0	18,131	SEC↗
Ibbotson Steven	Director, 10% Owner	A Award deriv	2016-09-09	2016-09-13	1,694	—	$0	1,694	SEC↗
Garel John R	Director	A Award deriv	2016-09-09	2016-09-13	18,131	—	$0	18,131	SEC↗
Garel John R	Director	A Award deriv	2016-09-09	2016-09-13	1,694	—	$0	1,694	SEC↗
Longfield Ross N	Director	A Award deriv	2016-09-09	2016-09-13	1,694	—	$0	1,694	SEC↗
Longfield Ross N	Director	A Award deriv	2016-09-09	2016-09-13	18,131	—	$0	18,131	SEC↗
ROBSON GEORGE T	Director	A Award deriv	2016-09-09	2016-09-13	1,694	—	$0	1,694	SEC↗
ROBSON GEORGE T	Director	A Award deriv	2016-09-09	2016-09-13	18,131	—	$0	18,131	SEC↗
Howard Robert M	Director	A Award deriv	2016-09-09	2016-09-13	18,131	—	$0	18,131	SEC↗
Howard Robert M	Director	A Award deriv	2016-09-09	2016-09-13	1,694	—	$0	1,694	SEC↗
HERSKOVITS THOMAS	Director	A Award deriv	2016-09-09	2016-09-13	18,131	—	$0	18,131	SEC↗
HERSKOVITS THOMAS	Director	A Award deriv	2016-09-09	2016-09-13	1,694	—	$0	1,694	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	C Conversion deriv	2016-09-02	2016-09-02	100,000	—	$0	200,000	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	C Conversion	2016-09-02	2016-09-02	100,000	—	$0	1,691,651	SEC↗
Garel John R	Director	A Award	2016-08-01	2016-08-03	1,262	$13.86	$17.5K	17,781	SEC↗
McDowell Ellen M	Director	S Sale	2016-07-13	2016-07-15	2,000	$14.01	$28.0K	46,641	SEC↗
Howard Robert M	Director	P Buy	2016-07-07	2016-07-07	1,669	$13.25	$22.1K	50,000	SEC↗
Howard Robert M	Director	P Buy	2016-07-06	2016-07-07	18,531	$13.06	$242.0K	48,331	SEC↗
McDowell Ellen M	Director	S Sale	2016-06-30	2016-07-05	2,000	$13.48	$27.0K	48,641	SEC↗
Howard Robert M	Director	P Buy	2016-06-27	2016-06-29	800	$12.32	$9.9K	29,800	SEC↗
Howard Robert M	Director	P Buy	2016-06-27	2016-06-29	2,000	$12.31	$24.6K	29,000	SEC↗
Howard Robert M	Director	P Buy	2016-06-27	2016-06-29	1,000	$12.25	$12.3K	27,000	SEC↗
Howard Robert M	Director	P Buy	2016-06-21	2016-06-23	1,000	$12.25	$12.3K	26,000	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	C Conversion deriv	2016-05-20	2016-05-24	600,000	—	$0	300,000	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	C Conversion	2016-05-20	2016-05-24	600,000	—	$0	1,591,651	SEC↗
Garel John R	Director	A Award	2016-05-02	2016-05-04	1,464	$11.95	$17.5K	16,519	SEC↗
McDowell Ellen M	Director	G Gift	2016-04-19	2016-04-21	500	—	$0	50,641	SEC↗
Piper Michael	President, JTH Financial, LL	M Exercise deriv	2016-04-06	2016-04-07	9,650	$10.50	$101.3K	0	SEC↗
Piper Michael	President, JTH Financial, LL	M Exercise	2016-04-06	2016-04-07	9,650	$10.50	$101.3K	27,300	SEC↗
Daniels Thomas S	Chief Accounting Officer	M Exercise deriv	2016-03-30	2016-03-31	834	$15.00	$12.5K	0	SEC↗
Daniels Thomas S	Chief Accounting Officer	M Exercise	2016-03-30	2016-03-31	834	$15.00	$12.5K	1,473	SEC↗
Garel John R	Director	A Award	2016-02-01	2016-02-10	815	$21.45	$17.5K	15,055	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	M Exercise deriv	2016-01-15	2016-01-19	6,060	$16.50	$100.0K	0	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	F Tax w/h	2016-01-15	2016-01-19	5,608	$18.56	$104.1K	991,651	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	M Exercise	2016-01-15	2016-01-19	6,060	$16.50	$100.0K	997,259	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	M Exercise deriv	2016-01-14	2016-01-14	9,932	$15.00	$149.0K	0	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	F Tax w/h	2016-01-14	2016-01-14	8,772	$18.27	$160.3K	991,199	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	M Exercise	2016-01-14	2016-01-14	9,932	$15.00	$149.0K	999,971	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	M Exercise deriv	2016-01-13	2016-01-14	7,961	$15.00	$119.4K	9,932	SEC↗
Howard Robert M	Director	P Buy	2016-01-13	2016-01-13	1,000	$18.90	$18.9K	25,000	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	M Exercise	2016-01-13	2016-01-14	7,961	$15.00	$119.4K	997,039	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	F Tax w/h	2016-01-13	2016-01-14	7,000	$18.39	$128.7K	990,039	SEC↗
Piper Michael	President, JTH Financial, LL	P Buy	2016-01-13	2016-01-15	1,000	$18.94	$18.9K	17,400	SEC↗
Piper Michael	President, JTH Financial, LL	P Buy	2016-01-13	2016-01-15	250	$18.95	$4.7K	17,650	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	M Exercise deriv	2016-01-12	2016-01-14	21,749	$15.00	$326.2K	17,893	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	M Exercise	2016-01-12	2016-01-14	21,749	$15.00	$326.2K	1,007,500	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	F Tax w/h	2016-01-12	2016-01-14	18,422	$19.51	$359.4K	989,078	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	M Exercise deriv	2016-01-11	2016-01-12	16,943	$15.00	$254.1K	39,642	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	M Exercise	2016-01-11	2016-01-12	16,943	$15.00	$254.1K	999,654	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	F Tax w/h	2016-01-11	2016-01-12	13,903	$20.81	$289.3K	985,751	SEC↗
Howard Robert M	Director	P Buy	2016-01-11	2016-01-13	1,000	$20.98	$21.0K	24,000	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	M Exercise deriv	2016-01-08	2016-01-12	12,355	$15.00	$185.3K	56,585	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	M Exercise	2016-01-08	2016-01-12	12,355	$15.00	$185.3K	992,904	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	F Tax w/h	2016-01-08	2016-01-12	10,193	$21.05	$214.6K	982,711	SEC↗
Howard Robert M	Director	P Buy	2016-01-06	2016-01-08	1,000	$21.97	$22.0K	23,000	SEC↗
Howard Robert M	Director	P Buy	2016-01-04	2016-01-06	7,953	$23.22	$184.7K	22,000	SEC↗
Howard Robert M	Director	P Buy	2015-12-31	2016-01-04	3,047	$23.84	$72.6K	14,047	SEC↗
Howard Robert M	Director	P Buy	2015-12-31	2016-01-04	5,000	$23.49	$117.4K	11,000	SEC↗
Howard Robert M	Director	P Buy	2015-12-30	2016-01-04	500	$23.48	$11.7K	6,000	SEC↗
Howard Robert M	Director	P Buy	2015-12-30	2016-01-04	500	$23.40	$11.7K	5,500	SEC↗
Howard Robert M	Director	P Buy	2015-12-30	2016-01-04	2,000	$23.41	$46.8K	4,000	SEC↗
Howard Robert M	Director	P Buy	2015-12-30	2016-01-04	1,000	$23.32	$23.3K	5,000	SEC↗
Piper Michael	President, JTH Financial, LL	M Exercise deriv	2015-12-30	2015-12-30	2,850	$10.50	$29.9K	9,650	SEC↗
Piper Michael	President, JTH Financial, LL	M Exercise	2015-12-30	2015-12-30	2,850	$10.50	$29.9K	16,400	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	G Gift	2015-12-28	2015-12-30	7,500	—	$0	980,549	SEC↗
Howard Robert M	Director	P Buy	2015-12-23	2015-12-28	1,000	$22.67	$22.7K	1,000	SEC↗
Howard Robert M	Director	P Buy	2015-12-23	2015-12-28	1,000	$22.57	$22.6K	2,000	SEC↗
Garel John R	Director	A Award	2015-11-02	2015-11-04	757	$23.09	$17.5K	14,240	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	G Gift	2015-10-14	2015-10-15	7,500	—	$0	988,049	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	G Gift	2015-10-09	2015-10-15	100	—	$0	995,549	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	G Gift	2015-09-23	2015-10-15	100	—	$0	995,649	SEC↗
DAngelo Gordon	Director	M Exercise deriv	2015-09-21	2015-09-22	649	—	$0	0	SEC↗
Ibbotson Steven	Director, 10% Owner	M Exercise deriv	2015-09-21	2015-09-22	649	—	$0	0	SEC↗
McDowell Ellen M	Director	M Exercise deriv	2015-09-21	2015-09-22	649	—	$0	0	SEC↗
Garel John R	Director	M Exercise deriv	2015-09-21	2015-09-22	649	—	$0	0	SEC↗
Longfield Ross N	Director	M Exercise deriv	2015-09-21	2015-09-22	649	—	$0	0	SEC↗
ROBSON GEORGE T	Director	M Exercise deriv	2015-09-21	2015-09-22	649	—	$0	0	SEC↗
Daniels Thomas S	Chief Accounting Officer	M Exercise deriv	2015-09-21	2015-09-23	270	—	$0	0	SEC↗
DAngelo Gordon	Director	M Exercise	2015-09-21	2015-09-22	649	—	$0	649	SEC↗
Ibbotson Steven	Director, 10% Owner	M Exercise	2015-09-21	2015-09-22	649	—	$0	2,000,639	SEC↗
McDowell Ellen M	Director	M Exercise	2015-09-21	2015-09-22	649	—	$0	51,141	SEC↗
Garel John R	Director	M Exercise	2015-09-21	2015-09-22	649	—	$0	13,483	SEC↗
Longfield Ross N	Director	M Exercise	2015-09-21	2015-09-22	649	—	$0	9,831	SEC↗
ROBSON GEORGE T	Director	M Exercise	2015-09-21	2015-09-22	649	—	$0	19,189	SEC↗
Daniels Thomas S	Chief Accounting Officer	M Exercise	2015-09-21	2015-09-23	270	—	$0	726	SEC↗
Daniels Thomas S	Chief Accounting Officer	F Tax w/h	2015-09-21	2015-09-23	87	$23.73	$2.1K	639	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	G Gift	2015-09-18	2015-10-15	100	—	$0	995,749	SEC↗
DAngelo Gordon	Director	A Award deriv	2015-09-18	2015-09-22	8,480	—	$0	8,480	SEC↗
DAngelo Gordon	Director	A Award deriv	2015-09-18	2015-09-22	938	—	$0	938	SEC↗
Ibbotson Steven	Director, 10% Owner	A Award deriv	2015-09-18	2015-09-22	8,480	—	$0	8,480	SEC↗
Ibbotson Steven	Director, 10% Owner	A Award deriv	2015-09-18	2015-09-22	938	—	$0	938	SEC↗
McDowell Ellen M	Director	A Award deriv	2015-09-18	2015-09-22	8,480	—	$0	8,480	SEC↗
McDowell Ellen M	Director	A Award deriv	2015-09-18	2015-09-22	938	—	$0	938	SEC↗
Wheaton James J	General Counsel/Vice Preside	A Award deriv	2015-09-18	2015-09-22	75,000	—	$0	75,000	SEC↗
Garel John R	Director	A Award deriv	2015-09-18	2015-09-22	938	—	$0	938	SEC↗
Garel John R	Director	A Award deriv	2015-09-18	2015-09-22	8,480	—	$0	8,480	SEC↗
Longfield Ross N	Director	A Award deriv	2015-09-18	2015-09-22	8,480	—	$0	8,480	SEC↗
Longfield Ross N	Director	A Award deriv	2015-09-18	2015-09-22	938	—	$0	938	SEC↗
ROBSON GEORGE T	Director	A Award deriv	2015-09-18	2015-09-22	938	—	$0	938	SEC↗
ROBSON GEORGE T	Director	A Award deriv	2015-09-18	2015-09-22	8,480	—	$0	8,480	SEC↗
Daniels Thomas S	Chief Accounting Officer	A Award deriv	2015-09-18	2015-09-23	1,560	—	$0	1,560	SEC↗
Garel John R	Director	A Award	2015-08-03	2015-08-05	666	$26.26	$17.5K	12,834	SEC↗
Ibbotson Steven	Director, 10% Owner	S Sale	2015-07-16	2015-07-17	94,395	$24.50	$2.31M	1,999,990	SEC↗
Datatax Business Services Ltd	10% Owner	S Sale	2015-07-16	2015-07-17	94,395	$24.50	$2.31M	1,999,990	SEC↗
Ibbotson Steven	Director, 10% Owner	S Sale	2015-07-15	2015-07-17	50,000	$24.62	$1.23M	2,094,385	SEC↗
Datatax Business Services Ltd	10% Owner	S Sale	2015-07-15	2015-07-17	50,000	$24.62	$1.23M	2,094,385	SEC↗
Artese Richard G	VP, Chief Information Office	M Exercise deriv	2015-06-30	2015-07-01	278	—	$0	0	SEC↗
Daniels Thomas S	Chief Accounting Officer	M Exercise deriv	2015-06-30	2015-07-01	741	—	$0	0	SEC↗
McDowell Ellen M	Director	M Exercise deriv	2015-06-30	2015-07-01	485	—	$0	0	SEC↗
Artese Richard G	VP, Chief Information Office	F Tax w/h	2015-06-30	2015-07-01	107	$24.52	$2.6K	171	SEC↗
Artese Richard G	VP, Chief Information Office	M Exercise	2015-06-30	2015-07-01	278	—	$0	278	SEC↗
Daniels Thomas S	Chief Accounting Officer	F Tax w/h	2015-06-30	2015-07-01	285	$24.52	$7.0K	456	SEC↗
Daniels Thomas S	Chief Accounting Officer	M Exercise	2015-06-30	2015-07-01	741	—	$0	741	SEC↗
McDowell Ellen M	Director	M Exercise	2015-06-30	2015-07-01	485	—	$0	50,492	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	M Exercise deriv	2015-06-04	2015-06-05	6,060	$16.50	$100.0K	0	SEC↗
HEWITT JOHN T	Chief Executive Officer/Pres	M Exercise	2015-06-04	2015-06-05	6,060	$16.50	$100.0K	995,849	SEC↗
Garel John R	Director	A Award	2015-05-01	2015-05-05	646	$27.70	$17.9K	12,168	SEC↗
Longfield Ross N	Director	M Exercise deriv	2015-04-15	2015-04-15	10,000	$15.00	$150.0K	0	SEC↗
ROBSON GEORGE T	Director	M Exercise deriv	2015-04-15	2015-04-17	10,000	$15.00	$150.0K	0	SEC↗
Piper Michael	President, JTH Financial, LL	S Sale	2015-04-15	2015-04-15	3,089	$29.10	$89.9K	15,138	SEC↗
Piper Michael	President, JTH Financial, LL	S Sale	2015-04-15	2015-04-15	1,588	$29.21	$46.4K	13,550	SEC↗
Longfield Ross N	Director	M Exercise	2015-04-15	2015-04-15	10,000	$15.00	$150.0K	19,182	SEC↗
Longfield Ross N	Director	S Sale	2015-04-15	2015-04-15	10,000	$29.07	$290.7K	9,182	SEC↗
ROBSON GEORGE T	Director	M Exercise	2015-04-15	2015-04-17	10,000	$15.00	$150.0K	23,826	SEC↗
ROBSON GEORGE T	Director	F Tax w/h	2015-04-15	2015-04-17	5,286	$28.84	$152.4K	18,540	SEC↗
Piper Michael	President, JTH Financial, LL	S Sale	2015-04-14	2015-04-15	3,000	$29.29	$87.9K	19,227	SEC↗
Piper Michael	President, JTH Financial, LL	S Sale	2015-04-14	2015-04-15	1,000	$29.38	$29.4K	18,227	SEC↗
Piper Michael	President, JTH Financial, LL	S Sale	2015-04-13	2015-04-15	6,411	$29.16	$186.9K	22,227	SEC↗
Piper Michael	President, JTH Financial, LL	S Sale	2015-04-13	2015-04-15	2,750	$29.24	$80.4K	28,638	SEC↗
Garel John R	Director	S Sale	2015-04-08	2015-04-09	5,397	$28.90	$156.0K	717,727	SEC↗
Piper Michael	President, JTH Financial, LL	S Sale	2015-04-08	2015-04-09	4,000	$29.33	$117.3K	31,388	SEC↗
Garel John R	Director	M Exercise deriv	2015-04-07	2015-04-09	2,500	$15.00	$37.5K	0	SEC↗
Garel John R	Director	M Exercise deriv	2015-04-07	2015-04-09	7,500	$15.00	$112.5K	0	SEC↗
Garel John R	Director	M Exercise deriv	2015-04-07	2015-04-09	7,500	$15.00	$112.5K	0	SEC↗
Garel John R	Director	M Exercise deriv	2015-04-07	2015-04-09	2,500	$15.00	$37.5K	0	SEC↗