Company · CIK 0001068875 · SIC 6199 — Finance Services
BLUCORA, INC. · BCOR
Insider activity reported against this company. All insider holders · On EDGAR ↗
Reported at this company — common stock
| Trade | Reported (ET) | Insider | Shares | Avg price | Total | Owned after | Δ stake | Flags |
|---|---|---|---|---|---|---|---|---|
| Feb 21, 2019 FForm 4 → | Feb 21, 6:14 pm EST | Davinder S AthwalChief Financial Officer | 2,649 | $26.85 | $71,126 | 46,281 | — | plan? |
| Feb 20, 2019 FForm 4 → | Feb 21, 6:11 pm EST | John David PalmerPrincipal Accounting Officer | 456 | $27.48 | $12,531 | 7,157 | — | plan? |
| Feb 20, 2019 FForm 4 → | Feb 21, 6:09 pm EST | Ann J. BruderChief Legal Officer & Sec'y | 2,322 | $27.48 | $63,809 | 42,531 | — | plan? |
| Feb 20, 2019 FForm 4 → | Feb 21, 6:06 pm EST | Todd C MackayInterim CEO HD Vest | 499 | $27.48 | $13,713 | 37,084 | — | plan? |
| Feb 20, 2019 FForm 4 → | Feb 21, 6:04 pm EST | John S ClendeningPresident and CEO, Director | 11,476 | $27.48 | $315,360 | 669,857 | — | plan? |
| Jan 2, 2019 AForm 4 → | Jan 4, 4:30 pm EST | Davinder S AthwalChief Financial Officer | 16,278 | — | — | 48,930 | — | plan? |
| Jan 2, 2019 AForm 4 → | Jan 4, 4:28 pm EST | Michael P HoganPres. Tax-Smart Innovation | 12,933 | — | — | 28,923 | — | plan? |
| Jan 2, 2019 AForm 4 → | Jan 4, 4:25 pm EST | Ann J. BruderChief Legal Officer & Sec'y | 9,248 | — | — | 44,853 | — | plan? |
| Jan 2, 2019 AForm 4 → | Jan 4, 4:23 pm EST | John David PalmerPrincipal Accounting Officer | 2,934 | — | — | 7,613 | — | plan? |
| Jan 2, 2019 AFForm 4 → | Jan 4, 4:21 pm EST | John S ClendeningPresident and CEO, Director | 74,770 | — | — | 681,333 | — | plan? |
| Jan 2, 2019 AForm 4 → | Jan 4, 4:18 pm EST | Transient C TaylorChief HR Officer | 8,879 | — | — | 12,914 | — | plan? |
| Jan 2, 2019 AForm 4 → | Jan 4, 4:16 pm EST | Curtis A CampbellPresident, TaxAct | 14,058 | — | — | 22,086 | — | plan? |
| Dec 31, 2018 AFForm 4 → | Jan 3, 2019, 4:32 pm EST | Todd C MackayInterim CEO HD Vest | 5,708 | $26.64 | $26,187 | 37,583 | — | plan? |
| Dec 24, 2018 AForm 4 → | Dec 27, 4:28 pm EST | Todd C MackayInterim CEO HD Vest | 18,464 | — | — | 33,841 | — | plan? |
| Dec 19, 2018 FForm 4 → | Dec 21, 4:07 pm EST | Ann J. BruderChief Legal Officer & Sec'y | 1,058 | $25.88 | $27,381 | 35,605 | — | plan? |
| Nov 6, 2018 PForm 4 → | Nov 7, 4:33 pm EST | Michael P HoganPres. Tax-Smart Innovation | 7,874 | $30.52 | $240,300 | 15,990 | +97.0% | plan? |
| Nov 5, 2018 SForm 4 → | Nov 7, 4:30 pm EST | Robert D OrosCEO of H.D. Vest, Inc. | 6,075 | $30.31 | $184,146 | 42,515 | −12.5% | plan? |
| Nov 5, 2018 MForm 4 → | Nov 7, 4:30 pm EST | Robert D OrosCEO of H.D. Vest, Inc. | 5,445 | $15.60 | $84,942 | 48,590 | — | plan? |
| Nov 5, 2018 AForm 4 → | Nov 7, 4:27 pm EST | Curtis A CampbellPresident, TaxAct, Inc. | 8,028 | — | — | 8,028 | — | plan? |
| Oct 29, 2018 AForm 4 → | Oct 31, 4:52 pm EDT | Michael P HoganPres. Tax-Smart Innovation | 8,116 | — | — | 8,116 | — | plan? |
| Oct 25, 2018 SForm 4 → | Oct 26, 4:52 pm EDT | Mathieu Frederic StevensonChief Marketing Officer | 20,158 | $31.38 | $632,584 | 35,648 | −36.1% | plan? |
| Oct 24, 2018 FMForm 4 → | Oct 26, 4:52 pm EDT | Mathieu Frederic StevensonChief Marketing Officer | 18,612 | $13.75 | $255,904 | 55,806 | — | plan? |
| Oct 15, 2018 AForm 4 → | Oct 16, 5:08 pm EDT | Transient C TaylorChief HR Officer | 4,035 | — | — | 4,035 | — | plan? |
| Oct 11, 2018 SForm 4 → | Oct 15, 4:40 pm EDT | John S ClendeningPresident and CEO, Director | 65,500 | $33.08 | $2,166,867 | 613,299 | −9.65% | plan? |
| Oct 11, 2018 MForm 4 → | Oct 15, 4:40 pm EDT | John S ClendeningPresident and CEO, Director | 46,000 | $4.98 | $229,080 | 629,799 | — | plan? |
| Oct 4, 2018 FMForm 4 → | Oct 5, 4:41 pm EDT | John S ClendeningPresident and CEO, Director | 190,765 | $21.95 | $4,186,956 | 632,799 | — | plan? |
| Sep 28, 2018 SForm 4 → | Oct 2, 4:22 pm EDT | Lance G DunnDirector | 27,000 | $38.25 | $1,032,750 | 59,630 | −31.2% | plan? |
| Sep 28, 2018 MForm 4 → | Oct 2, 4:22 pm EDT | Lance G DunnDirector | 27,000 | $15.07 | $406,890 | 86,630 | — | plan? |
| Aug 28, 2018 FForm 4 → | Aug 30, 4:16 pm EDT | Robert D OrosCEO of H.D. Vest, Inc. | 1,891 | $35.95 | $67,981 | 43,145 | — | plan? |
| Aug 23, 2018 SForm 4 → | Aug 24, 4:18 pm EDT | John David PalmerPrincipal Accounting Officer | 3,753 | $36.00 | $135,108 | 4,622 | −44.8% | plan? |
| Aug 23, 2018 MForm 4 → | Aug 24, 4:18 pm EDT | John David PalmerPrincipal Accounting Officer | 3,303 | $15.90 | $52,518 | 8,375 | — | plan? |
| Aug 20, 2018 FForm 4 → | Aug 22, 4:50 pm EDT | John David PalmerPrincipal Accounting Officer | 114 | $35.20 | $4,013 | 5,072 | — | plan? |
| Aug 6, 2018 SForm 4 → | Aug 6, 4:26 pm EDT | Robert D OrosCEO of H.D. Vest, Inc. | 6,075 | $34.30 | $208,360 | 45,036 | −11.9% | plan? |
| Aug 6, 2018 MForm 4 → | Aug 6, 4:26 pm EDT | Robert D OrosCEO of H.D. Vest, Inc. | 5,445 | $15.60 | $84,942 | 51,111 | — | plan? |
| Aug 3, 2018 SForm 4 → | Aug 6, 4:44 pm EDT | Christopher William WaltersDirector | 14,400 | $34.89 | $502,378 | 25,354 | −36.2% | plan? |
| Aug 3, 2018 SForm 4 → | Aug 6, 4:40 pm EDT | Mary Slagle ZapponeDirector | 10,118 | $35.49 | $359,128 | 36,324 | −21.8% | plan? |
| Aug 3, 2018 MForm 4 → | Aug 6, 4:40 pm EDT | Mary Slagle ZapponeDirector | 10,118 | $16.01 | $161,989 | 46,442 | — | plan? |
| Aug 3, 2018 SForm 4 → | Aug 6, 4:35 pm EDT | Georganne ProctorDirector | 3,000 | $35.31 | $105,915 | 13,476 | −18.2% | plan? |
| Aug 3, 2018 SForm 4 → | Aug 6, 4:32 pm EDT | H. McIntyre GardnerDirector | 2,300 | $35.70 | $82,110 | 14,717 | −13.5% | plan? |
| Jul 16, 2018 SForm 4 → | Jul 18, 4:33 pm EDT | John S ClendeningPresident and CEO, Director | 79,000 | $37.66 | $2,975,078 | 613,564 | −11.4% | plan? |
| Jul 16, 2018 MForm 4 → | Jul 18, 4:33 pm EDT | John S ClendeningPresident and CEO, Director | 54,000 | $4.98 | $268,920 | 643,564 | — | plan? |
| Jul 10, 2018 AForm 4 → | Jul 12, 4:46 pm EDT | John MacIlwaineDirector | 6,692 | — | — | 6,692 | — | plan? |
| Jul 10, 2018 AForm 4 → | Jul 12, 4:36 pm EDT | Carol HaylesDirector | 6,692 | — | — | 6,692 | — | plan? |
| Jul 3, 2018 FForm 4 → | Jul 6, 5:02 pm EDT | John S ClendeningPresident and CEO, Director | 5,035 | $37.80 | $190,323 | 638,564 | — | plan? |
| Jun 19, 2018 FMForm 4 → | Jun 20, 4:33 pm EDT | Ann J. BruderChief Legal Officer & Sec'y | 31,580 | $29.74 | $939,040 | 36,663 | — | plan? |
| Jun 7, 2018 AForm 4 → | Jun 8, 4:26 pm EDT | H. McIntyre GardnerDirector | 3,160 | — | — | 17,017 | — | plan? |
| Jun 7, 2018 AForm 4 → | Jun 8, 4:24 pm EDT | Christopher William WaltersDirector | 3,160 | — | — | 39,754 | — | plan? |
| Jun 7, 2018 AForm 4 → | Jun 8, 4:22 pm EDT | Georganne ProctorDirector | 3,160 | — | — | 16,476 | — | plan? |
| Jun 7, 2018 AForm 4 → | Jun 8, 4:20 pm EDT | Mary Slagle ZapponeDirector | 3,160 | — | — | 36,324 | — | plan? |
| Jun 7, 2018 AForm 4 → | Jun 8, 4:18 pm EDT | William L AtwellDirector | 4,045 | — | — | 30,082 | — | plan? |
| Jun 7, 2018 AForm 4 → | Jun 8, 4:16 pm EDT | Steven AldrichDirector | 3,160 | — | — | 16,476 | — | plan? |
| Jun 7, 2018 AForm 4 → | Jun 8, 4:14 pm EDT | Lance G DunnDirector | 3,160 | — | — | 59,630 | — | plan? |
| May 17, 2018 FMForm 4 → | May 18, 4:33 pm EDT | John S ClendeningPresident and CEO, Director | 51,734 | $14.92 | $771,704 | 643,599 | — | plan? |
| May 11, 2018 SForm 4 → | May 14, 4:59 pm EDT | John David PalmerPrincipal Accounting Officer | 6,604 | $33.00 | $217,932 | 5,094 | −56.5% | plan? |
| May 11, 2018 MForm 4 → | May 14, 4:59 pm EDT | John David PalmerPrincipal Accounting Officer | 6,604 | $15.90 | $105,004 | 11,698 | — | plan? |
| May 9, 2018 SForm 4 → | May 11, 5:20 pm EDT | John S ClendeningPresident and CEO, Director | 35,516 | $29.06 | $1,032,134 | 588,876 | −5.69% | plan? |
| May 9, 2018 FMForm 4 → | May 11, 5:20 pm EDT | John S ClendeningPresident and CEO, Director | 131,127 | $12.30 | $1,612,818 | 625,333 | — | plan? |
| May 8, 2018 SForm 4 → | May 10, 4:15 pm EDT | Robert D OrosCEO of H.D. Vest, Inc. | 6,075 | $26.20 | $159,165 | 45,666 | −11.7% | plan? |
| May 8, 2018 MForm 4 → | May 10, 4:15 pm EDT | Robert D OrosCEO of H.D. Vest, Inc. | 5,445 | $15.60 | $84,942 | 51,741 | — | plan? |
| Apr 25, 2018 SForm 4 → | Apr 26, 6:10 pm EDT | Mathieu Frederic StevensonChief Marketing Officer | 16,786 | $25.85 | $433,866 | 40,846 | −29.1% | plan? |
| Apr 24, 2018 FMForm 4 → | Apr 26, 6:10 pm EDT | Mathieu Frederic StevensonChief Marketing Officer | 17,916 | $12.76 | $228,520 | 57,632 | — | plan? |
| Apr 18, 2018 SForm 4 → | Apr 20, 4:27 pm EDT | John S ClendeningPresident and CEO, Director | 35,517 | $26.45 | $939,458 | 598,476 | −5.60% | plan? |
| Apr 18, 2018 MForm 4 → | Apr 20, 4:27 pm EDT | John S ClendeningPresident and CEO, Director | 25,917 | $4.98 | $129,067 | 633,993 | — | plan? |
| Apr 4, 2018 FForm 4 → | Apr 6, 4:17 pm EDT | John S ClendeningPresident and CEO, Director | 27,872 | $24.35 | $678,683 | 608,076 | — | plan? |
| Mar 12, 2018 SForm 4 → | Mar 14, 4:37 pm EDT | John S ClendeningPresident and CEO, Director | 35,517 | $25.25 | $896,885 | 635,948 | −5.29% | plan? |
| Mar 12, 2018 MForm 4 → | Mar 14, 4:37 pm EDT | John S ClendeningPresident and CEO, Director | 25,917 | $4.98 | $129,067 | 671,465 | — | plan? |
| Feb 28, 2018 FForm 4 → | Mar 2, 4:13 pm EST | Robert D OrosCEO of H.D. Vest, Inc. | 2,341 | $23.30 | $54,545 | 46,296 | — | plan? |
| Feb 27, 2018 SForm 4 → | Feb 28, 5:29 pm EST | John David PalmerPrincipal Accounting Officer | 665 | $25.05 | $16,658 | 5,094 | −11.5% | plan? |
| Feb 26, 2018 SForm 4 → | Feb 28, 4:39 pm EST | John S ClendeningPresident and CEO, Director | 28,800 | $24.85 | $715,709 | 645,548 | −4.27% | plan? |
| Feb 21, 2018 AForm 4 → | Feb 23, 4:37 pm EST | Davinder S AthwalChief Financial Officer | 32,652 | — | — | 32,652 | — | plan? |
| Feb 21, 2018 SForm 4 → | Feb 22, 6:04 pm EST | John S ClendeningPresident and CEO, Director | 77,750 | $24.33 | $1,891,838 | 674,348 | −10.3% | plan? |
| Feb 20, 2018 SForm 4 → | Feb 22, 6:06 pm EST | Mathieu Frederic StevensonChief Marketing Officer | 33,572 | $24.03 | $806,587 | 25,310 | −57.0% | plan? |
| Feb 20, 2018 AMForm 4 → | Feb 22, 6:06 pm EST | Mathieu Frederic StevensonChief Marketing Officer | 50,238 | $11.85 | $397,828 | 41,976 | — | plan? |
| Feb 20, 2018 AMForm 4 → | Feb 22, 6:04 pm EST | John S ClendeningPresident and CEO, Director | 165,250 | $4.98 | $387,195 | 709,498 | — | plan? |
| Feb 20, 2018 AForm 4 → | Feb 22, 5:17 pm EST | Ann J. BruderChief Legal Officer & Sec'y | 17,708 | — | — | 33,837 | — | plan? |
| Feb 20, 2018 AForm 4 → | Feb 22, 5:12 pm EST | Robert D OrosCEO of H.D. Vest, Inc. | 19,791 | — | — | 48,637 | — | plan? |
| Feb 20, 2018 AForm 4 → | Feb 22, 5:09 pm EST | Sanjay BaskaranPresident, TaxAct, Inc. | 19,791 | — | — | 65,381 | — | plan? |
| Feb 20, 2018 AFForm 4 → | Feb 22, 5:00 pm EST | John David PalmerPrincipal Accounting Officer | 3,487 | $24.00 | $6,696 | 5,759 | — | plan? |
| Jan 30, 2018 FForm 4 → | Jan 31, 6:40 pm EST | Sanjay BaskaranPresident, TaxAct, Inc. | 4,243 | $24.00 | $101,832 | 45,590 | — | plan? |
| Nov 3, 2017 FGMForm 4 → | Jan 5, 2018, 6:42 pm EST | John S ClendeningPresident and CEO, Director | 123,303 | $11.71 | $1,336,453 | 586,848 | — | plan? late |
| Oct 25, 2017 FForm 4 → | Oct 27, 4:48 pm EDT | Eric Michael EmansChief Financial Officer | 7,079 | $24.90 | $176,267 | 113,022 | — | plan? |
| Oct 24, 2017 FForm 4 → | Oct 26, 4:17 pm EDT | Mathieu Frederic StevensonChief Marketing Officer | 2,538 | $25.30 | $64,211 | 25,310 | — | plan? |
| Oct 4, 2017 FForm 4 → | Oct 6, 4:25 pm EDT | John S ClendeningPresident and CEO, Director | 29,714 | $25.70 | $763,650 | 568,485 | — | plan? |
| Jul 27, 2017 FMForm 4 → | Jul 28, 4:17 pm EDT | Eric Michael EmansChief Financial Officer | 128,349 | $16.16 | $2,074,633 | 120,101 | — | plan? |
| Jul 2, 2017 FForm 4 → | Jul 5, 6:05 pm EDT | Eric Michael EmansChief Financial Officer | 3,793 | $21.20 | $80,412 | 96,304 | — | plan? |
| Jun 19, 2017 SForm 4 → | Jun 21, 4:38 pm EDT | Eric Michael EmansChief Financial Officer | 89,800 | $21.65 | $1,944,170 | 100,097 | −47.3% | plan? |
| Jun 19, 2017 MForm 4 → | Jun 21, 4:38 pm EDT | Eric Michael EmansChief Financial Officer | 89,800 | $11.74 | $1,054,106 | 189,897 | — | plan? |
| Jun 19, 2017 AForm 4 → | Jun 21, 4:34 pm EDT | Ann J. BruderChief Legal Officer & Sec'y | 16,129 | — | — | 16,129 | — | plan? |
| Jun 9, 2017 SForm 4 → | Jun 13, 4:28 pm EDT | Eric Michael EmansChief Financial Officer | 79,230 | $21.25 | $1,683,638 | 100,097 | −44.2% | plan? |
| Jun 9, 2017 MForm 4 → | Jun 13, 4:28 pm EDT | Eric Michael EmansChief Financial Officer | 79,230 | $13.94 | $1,104,327 | 179,327 | — | plan? |
| Jun 7, 2017 FMForm 4 → | Jun 9, 4:15 pm EDT | John S ClendeningPresident and CEO, Director | 338,263 | $10.52 | $3,559,560 | 598,199 | — | plan? |
| Jun 1, 2017 AForm 4 → | Jun 2, 5:03 pm EDT | H. McIntyre GardnerDirector | 6,053 | — | — | 13,857 | — | plan? |
| Jun 1, 2017 AForm 4 → | Jun 2, 5:00 pm EDT | Christopher William WaltersDirector | 6,053 | — | — | 36,594 | — | plan? |
| Jun 1, 2017 AForm 4 → | Jun 2, 4:58 pm EDT | Mary Slagle ZapponeDirector | 6,053 | — | — | 33,164 | — | plan? |
| Jun 1, 2017 AForm 4 → | Jun 2, 4:56 pm EDT | Lance G DunnDirector | 6,053 | — | — | 56,470 | — | plan? |
| Jun 1, 2017 AForm 4 → | Jun 2, 4:53 pm EDT | William L AtwellDirector | 7,747 | — | — | 26,037 | — | plan? |
| Jun 1, 2017 AForm 4 → | Jun 2, 4:47 pm EDT | Elizabeth HuebnerDirector | 6,053 | — | — | 52,713 | — | plan? |
| Jun 1, 2017 AForm 4 → | Jun 2, 4:44 pm EDT | Georganne ProctorDirector | 13,316 | — | — | 13,316 | — | plan? |
| Jun 1, 2017 AForm 4 → | Jun 2, 4:42 pm EDT | Steven AldrichDirector | 13,316 | — | — | 13,316 | — | plan? |
| May 30, 2017 SForm 4 → | Jun 1, 4:54 pm EDT | Eric Michael EmansChief Financial Officer | 88,400 | $20.69 | $1,829,415 | 100,097 | −46.9% | plan? |
Reported at this company — derivatives (options, RSUs, warrants)
| Trade | Reported (ET) | Insider | Shares | Avg price | Total | Owned after | Δ stake | Flags |
|---|---|---|---|---|---|---|---|---|
| Jan 2, 2019 AForm 4 → | Jan 4, 4:30 pm EST | Davinder S AthwalChief Financial Officer | 31,539 | — | — | 31,539 | — | |
| Jan 2, 2019 AForm 4 → | Jan 4, 4:28 pm EST | Michael P HoganPres. Tax-Smart Innovation | 25,059 | — | — | 25,059 | — | |
| Jan 2, 2019 AForm 4 → | Jan 4, 4:25 pm EST | Ann J. BruderChief Legal Officer & Sec'y | 17,919 | — | — | 17,919 | — | |
| Jan 2, 2019 AForm 4 → | Jan 4, 4:21 pm EST | John S ClendeningPresident and CEO, Director | 138,341 | — | — | 138,341 | — | |
| Jan 2, 2019 AForm 4 → | Jan 4, 4:18 pm EST | Transient C TaylorChief HR Officer | 17,203 | — | — | 17,203 | — | |
| Jan 2, 2019 AForm 4 → | Jan 4, 4:16 pm EST | Curtis A CampbellPresident, TaxAct | 27,238 | — | — | 27,238 | — | |
| Nov 5, 2018 MForm 4 → | Nov 7, 4:30 pm EST | Robert D OrosCEO of H.D. Vest, Inc. | 5,445 | — | — | 185,588 | — | |
| Oct 25, 2018 MForm 4 → | Oct 26, 4:52 pm EDT | Mathieu Frederic StevensonChief Marketing Officer | 16,786 | — | — | 134,290 | — | |
| Oct 11, 2018 MForm 4 → | Oct 15, 4:40 pm EDT | John S ClendeningPresident and CEO, Director | 46,000 | — | — | 296,166 | — | |
| Oct 4, 2018 MForm 4 → | Oct 5, 4:41 pm EDT | John S ClendeningPresident and CEO, Director | 105,000 | — | — | 505,372 | — | |
| Sep 28, 2018 MForm 4 → | Oct 2, 4:22 pm EDT | Lance G DunnDirector | 27,000 | — | — | 0 | — | |
| Aug 23, 2018 MForm 4 → | Aug 24, 4:18 pm EDT | John David PalmerPrincipal Accounting Officer | 3,303 | — | — | 9,904 | — | |
| Aug 6, 2018 MForm 4 → | Aug 6, 4:26 pm EDT | Robert D OrosCEO of H.D. Vest, Inc. | 5,445 | — | — | 191,033 | — | |
| Aug 3, 2018 MForm 4 → | Aug 6, 4:40 pm EDT | Mary Slagle ZapponeDirector | 10,118 | — | — | 0 | — | |
| Jul 16, 2018 MForm 4 → | Jul 18, 4:33 pm EDT | John S ClendeningPresident and CEO, Director | 54,000 | — | — | 397,166 | — | |
| Jun 19, 2018 MForm 4 → | Jun 20, 4:33 pm EDT | Ann J. BruderChief Legal Officer & Sec'y | 17,203 | — | — | 34,409 | — | |
| May 17, 2018 MForm 4 → | May 18, 4:33 pm EDT | John S ClendeningPresident and CEO, Director | 35,000 | — | — | 451,166 | — | |
| May 11, 2018 MForm 4 → | May 14, 4:59 pm EDT | John David PalmerPrincipal Accounting Officer | 6,604 | — | — | 13,207 | — | |
| May 9, 2018 MForm 4 → | May 11, 5:20 pm EDT | John S ClendeningPresident and CEO, Director | 96,750 | — | — | 486,166 | — | |
| May 8, 2018 MForm 4 → | May 10, 4:15 pm EDT | Robert D OrosCEO of H.D. Vest, Inc. | 5,445 | — | — | 196,478 | — | |
| Apr 25, 2018 MForm 4 → | Apr 26, 6:10 pm EDT | Mathieu Frederic StevensonChief Marketing Officer | 16,786 | — | — | 151,076 | — | |
| Apr 18, 2018 MForm 4 → | Apr 20, 4:27 pm EDT | John S ClendeningPresident and CEO, Director | 25,917 | — | — | 582,916 | — | |
| Mar 12, 2018 MForm 4 → | Mar 14, 4:37 pm EDT | John S ClendeningPresident and CEO, Director | 25,917 | — | — | 608,833 | — | |
| Feb 21, 2018 AForm 4 → | Feb 23, 4:37 pm EST | Davinder S AthwalChief Financial Officer | 58,775 | — | — | 58,775 | — | |
| Feb 20, 2018 AMForm 4 → | Feb 22, 6:06 pm EST | Mathieu Frederic StevensonChief Marketing Officer | 60,238 | — | — | 26,666 | — | |
| Feb 20, 2018 AMForm 4 → | Feb 22, 6:04 pm EST | John S ClendeningPresident and CEO, Director | 217,750 | — | — | 634,750 | — | |
| Feb 20, 2018 AForm 4 → | Feb 22, 5:17 pm EST | Ann J. BruderChief Legal Officer & Sec'y | 28,333 | — | — | 28,333 | — | |
| Feb 20, 2018 AForm 4 → | Feb 22, 5:12 pm EST | Robert D OrosCEO of H.D. Vest, Inc. | 31,666 | — | — | 31,666 | — | |
| Feb 20, 2018 AForm 4 → | Feb 22, 5:09 pm EST | Sanjay BaskaranPresident, TaxAct, Inc. | 31,666 | — | — | 31,666 | — | |
| Jan 5, 2018 MForm 4 → | Jan 5, 6:42 pm EST | John S ClendeningPresident and CEO, Director | 70,833 | — | — | 712,500 | — | |
| Jul 27, 2017 MForm 4 → | Jul 28, 4:17 pm EDT | Eric Michael EmansChief Financial Officer | 76,073 | — | — | 27,446 | — | |
| Jun 19, 2017 MForm 4 → | Jun 21, 4:38 pm EDT | Eric Michael EmansChief Financial Officer | 89,800 | — | — | 192,206 | — | |
| Jun 19, 2017 AForm 4 → | Jun 21, 4:34 pm EDT | Ann J. BruderChief Legal Officer & Sec'y | 51,612 | — | — | 51,612 | — | |
| Jun 9, 2017 MForm 4 → | Jun 13, 4:28 pm EDT | Eric Michael EmansChief Financial Officer | 79,230 | — | — | 109,715 | — | |
| Jun 7, 2017 MForm 4 → | Jun 9, 4:15 pm EDT | John S ClendeningPresident and CEO, Director | 216,667 | — | — | 783,333 | — | |
| May 30, 2017 MForm 4 → | Jun 1, 4:54 pm EDT | Eric Michael EmansChief Financial Officer | 81,800 | — | — | 24,200 | — | |
| May 22, 2017 MForm 4 → | May 24, 4:39 pm EDT | Andrew Miles SnyderDirector | 27,100 | — | — | 11,000 | — | |
| May 22, 2017 MForm 4 → | May 24, 4:28 pm EDT | Eric Michael EmansChief Financial Officer | 60,000 | — | — | 227,206 | — | |
| May 16, 2017 MForm 4 → | May 17, 4:49 pm EDT | Andrew Miles SnyderDirector | 10,118 | — | — | 0 | — | |
| May 15, 2017 MForm 4 → | May 17, 4:33 pm EDT | Eric Michael EmansChief Financial Officer | 125,000 | — | — | 0 | — | |
| May 12, 2017 MForm 4 → | May 16, 5:17 pm EDT | Andrew Miles SnyderDirector | 19,176 | — | — | 0 | — | |
| May 8, 2017 MForm 4 → | May 10, 4:37 pm EDT | Elizabeth HuebnerDirector | 11,100 | — | — | 0 | — | |
| May 4, 2017 MForm 4 → | May 8, 5:30 pm EDT | Mark A FinkelsteinChief Legal & Admin Officer | 196,075 | — | — | 0 | — | |
| Mar 1, 2017 AForm 4 → | Mar 3, 5:22 pm EST | H. McIntyre GardnerDirector | 10,034 | — | — | 1,877 | — | |
| Mar 1, 2017 AForm 4 → | Mar 3, 5:17 pm EST | William L AtwellDirector | 10,659 | — | — | 2,502 | — | |
| Feb 28, 2017 AForm 4 → | Mar 2, 5:24 pm EST | Robert D OrosCEO of H.D. Vest, Inc. | 201,923 | — | — | 201,923 | — | |
| Feb 22, 2017 MForm 4 → | Feb 24, 5:16 pm EST | Eric Michael EmansChief Financial Officer | 25,000 | — | — | 0 | — | |
| Jan 30, 2017 AForm 4 → | Feb 1, 1:49 pm EST | Sanjay BaskaranPresident, TaxAct, Inc. | 154,485 | — | — | 154,485 | — | |
| Jan 3, 2017 AForm 4 → | Jan 4, 7:09 pm EST | John S ClendeningPresident and CEO, Director | 555,372 | — | — | 555,372 | — | |
| Oct 25, 2016 AForm 4 → | Oct 27, 7:08 pm EDT | Eric Michael EmansChief Financial Officer | 52,320 | — | — | 52,320 | — | |
| Oct 24, 2016 AForm 4 → | Oct 26, 5:23 pm EDT | Mathieu Frederic StevensonChief Marketing Officer | 201,434 | — | — | 201,434 | — | |
| Oct 14, 2016 AForm 4 → | Oct 18, 4:50 pm EDT | Pamela Margaret TurayChief Human Resources Officer | 103,782 | — | — | 103,782 | — | |
| May 31, 2016 MForm 4 → | Jun 2, 3:42 pm EDT | John E Cunningham IVDirector | 7,500 | — | — | 0 | — | |
| May 24, 2016 AForm 4 → | May 26, 5:44 pm EDT | Andrew Miles SnyderDirector | 15,569 | — | — | 15,569 | — | |
| May 24, 2016 AForm 4 → | May 26, 5:43 pm EDT | Elizabeth HuebnerDirector | 15,569 | — | — | 15,569 | — | |
| May 24, 2016 AForm 4 → | May 26, 5:41 pm EDT | Lance G DunnDirector | 15,569 | — | — | 15,569 | — | |
| May 24, 2016 AForm 4 → | May 26, 5:40 pm EDT | Steve HooperDirector | 15,569 | — | — | 15,569 | — | |
| May 24, 2016 AForm 4 → | May 26, 5:38 pm EDT | John E Cunningham IVDirector | 20,758 | — | — | 5,189 | — | |
| May 24, 2016 AForm 4 → | May 26, 5:37 pm EDT | Mary Slagle ZapponeDirector | 15,569 | — | — | 15,569 | — | |
| May 24, 2016 AForm 4 → | May 26, 5:34 pm EDT | Christopher William WaltersDirector | 15,569 | — | — | 15,569 | — | |
| May 24, 2016 AForm 4 → | May 26, 5:33 pm EDT | David H S ChungDirector | 15,569 | — | — | 15,569 | — | |
| May 4, 2016 MForm 4 → | May 6, 5:39 pm EDT | Eric Michael EmansChief Financial Officer | 52,500 | — | — | 0 | — | |
| Apr 4, 2016 AForm 4 → | Apr 6, 7:56 pm EDT | John S ClendeningPresident and CEO, Director | 1,000,000 | — | — | 1,000,000 | — | amended |
| Jan 4, 2016 AForm 4 → | Jan 5, 8:21 pm EST | JoAnn KintzelPresident, TaxAct, Inc. | 218,527 | — | — | 218,527 | — | |
| Jan 4, 2016 AForm 4 → | Jan 5, 8:20 pm EST | Eric Michael EmansChief Financial Officer | 287,206 | — | — | 287,206 | — | |
| Jan 4, 2016 AForm 4 → | Jan 5, 8:17 pm EST | Brett Jefferson Clark-BoltEVP of HR | 62,436 | — | — | 62,436 | — | |
| Jan 4, 2016 AForm 4 → | Jan 5, 8:14 pm EST | Mark A FinkelsteinChief Legal & Admin Officer | 174,821 | — | — | 174,821 | — | |
| Jan 1, 2016 AForm 4 → | Feb 5, 5:11 pm EST | Roger Carlton OchsCEO of H.D. Vest, Inc. | 625,000 | — | — | 625,000 | — | late |
| Nov 9, 2015 MForm 4 → | Nov 12, 6:28 pm EST | Steve HooperDirector | 2,500 | — | — | 22,000 | — | late |
| May 28, 2015 AForm 4 → | Jun 1, 4:05 pm EDT | John E Cunningham IVDirector | 13,490 | — | — | 3,372 | — | |
| May 28, 2015 AForm 4 → | Jun 1, 4:02 pm EDT | Mary Slagle ZapponeDirector | 10,118 | — | — | 10,118 | — | |
| May 28, 2015 AForm 4 → | Jun 1, 4:00 pm EDT | Christopher William WaltersDirector | 10,118 | — | — | 10,118 | — | |
| May 28, 2015 AForm 4 → | Jun 1, 3:57 pm EDT | Elizabeth HuebnerDirector | 10,118 | — | — | 10,118 | — | |
| May 28, 2015 AForm 4 → | Jun 1, 3:54 pm EDT | Steve HooperDirector | 10,118 | — | — | 10,118 | — | |
| May 28, 2015 AForm 4 → | Jun 1, 3:50 pm EDT | Lance G DunnDirector | 10,118 | — | — | 10,118 | — | |
| May 28, 2015 AForm 4 → | Jun 1, 3:47 pm EDT | Andrew Miles SnyderDirector | 10,118 | — | — | 10,118 | — | |
| May 28, 2015 AForm 4 → | Jun 1, 3:42 pm EDT | David H S ChungDirector | 10,118 | — | — | 10,118 | — | |
| May 1, 2015 MForm 4 → | May 5, 6:59 pm EDT | George AllenExec. VP-Corporate Development | 10,000 | — | — | 153,000 | — | |
| Apr 2, 2015 MForm 4 → | Apr 6, 2:50 pm EDT | George AllenExec. VP-Corporate Development | 10,000 | — | — | 163,000 | — | |
| Apr 2, 2015 MForm 4 → | Apr 6, 2:48 pm EDT | John E Cunningham IVDirector | 7,500 | — | — | 0 | — | |
| Apr 2, 2015 MForm 4 → | Apr 6, 2:35 pm EDT | William J RuckelshausPresident and CEO, Director | 7,500 | — | — | 0 | — | |
| Mar 6, 2015 AForm 4 → | Mar 10, 7:44 pm EDT | Mary Slagle ZapponeDirector | 13,253 | — | — | 2,308 | — | |
| Feb 23, 2015 AForm 4 → | Feb 25, 3:16 pm EST | Brett Jefferson Clark-BoltEVP of HR | 52,141 | — | — | 52,141 | — | |
| Feb 20, 2015 MForm 4 → | Feb 24, 5:11 pm EST | Eric Michael EmansChief Financial Officer | 32,000 | — | — | 0 | — | |
| Jan 14, 2015 AForm 4 → | Jan 16, 3:20 pm EST | Nathan GarnettGen Counsel & Secretary | 63,901 | — | — | 63,901 | — | |
| Jan 14, 2015 AForm 4 → | Jan 16, 3:18 pm EST | Eric Michael EmansChief Financial Officer | 164,745 | — | — | 164,745 | — | |
| Jan 14, 2015 AForm 4 → | Jan 16, 3:16 pm EST | William J RuckelshausPresident and CEO, Director | 359,444 | — | — | 359,444 | — | |
| Jan 5, 2015 MForm 4 → | Jan 6, 4:12 pm EST | Eric Michael EmansChief Financial Officer | 15,000 | — | — | 32,000 | — |