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 |
|---|---|---|---|---|---|---|---|---|
| May 30, 2017 MForm 4 → | Jun 1, 4:54 pm EDT | Eric Michael EmansChief Financial Officer | 81,800 | $16.14 | $1,320,252 | 122,408 | — | plan? |
| May 22, 2017 SForm 4 → | May 24, 4:39 pm EDT | Andrew Miles SnyderDirector | 27,100 | $20.67 | $560,250 | 43,910 | −38.2% | plan? |
| May 22, 2017 MForm 4 → | May 24, 4:39 pm EDT | Andrew Miles SnyderDirector | 27,100 | $10.69 | $289,741 | 57,910 | — | plan? |
| May 22, 2017 SForm 4 → | May 24, 4:28 pm EDT | Eric Michael EmansChief Financial Officer | 69,480 | $20.52 | $1,426,070 | 106,697 | −39.4% | plan? |
| May 22, 2017 MForm 4 → | May 24, 4:28 pm EDT | Eric Michael EmansChief Financial Officer | 60,000 | $9.81 | $588,600 | 176,177 | — | plan? |
| May 16, 2017 SForm 4 → | May 17, 4:49 pm EDT | Andrew Miles SnyderDirector | 10,118 | $21.31 | $215,658 | 43,910 | −18.7% | plan? |
| May 16, 2017 MForm 4 → | May 17, 4:49 pm EDT | Andrew Miles SnyderDirector | 10,118 | $16.01 | $161,989 | 54,028 | — | plan? |
| May 15, 2017 SForm 4 → | May 17, 4:33 pm EDT | Eric Michael EmansChief Financial Officer | 137,563 | $21.02 | $2,892,083 | 116,177 | −54.2% | plan? |
| May 15, 2017 MForm 4 → | May 17, 4:33 pm EDT | Eric Michael EmansChief Financial Officer | 125,000 | $8.51 | $1,063,750 | 253,740 | — | plan? |
| May 15, 2017 SForm 4 → | May 16, 4:34 pm EDT | Christopher William WaltersDirector | 1,866 | $21.02 | $39,220 | 30,541 | −5.76% | plan? |
| May 12, 2017 SForm 4 → | May 16, 5:17 pm EDT | Andrew Miles SnyderDirector | 79,030 | $21.24 | $1,678,669 | 1,180,460 | −6.27% | plan? |
| May 12, 2017 MForm 4 → | May 16, 5:17 pm EDT | Andrew Miles SnyderDirector | 19,176 | $18.46 | $353,952 | 63,086 | — | plan? |
| May 11, 2017 SForm 4 → | May 11, 4:34 pm EDT | Christopher William WaltersDirector | 7,403 | $21.13 | $156,409 | 32,407 | −18.6% | plan? |
| May 9, 2017 SForm 4 → | May 11, 5:00 pm EDT | Andrew Miles SnyderDirector | 60,000 | $21.09 | $1,265,334 | 1,240,314 | −4.61% | plan? |
| May 8, 2017 SForm 4 → | May 10, 4:37 pm EDT | Elizabeth HuebnerDirector | 11,100 | $20.78 | $230,645 | 46,660 | −19.2% | plan? |
| May 8, 2017 MForm 4 → | May 10, 4:37 pm EDT | Elizabeth HuebnerDirector | 11,100 | $8.74 | $97,014 | 57,760 | — | plan? |
| May 8, 2017 SForm 4 → | May 8, 5:30 pm EDT | Mark A FinkelsteinChief Legal & Admin Officer | 57,029 | $20.46 | $1,166,744 | 17,550 | −76.5% | plan? |
| May 4, 2017 FMForm 4 → | May 8, 5:30 pm EDT | Mark A FinkelsteinChief Legal & Admin Officer | 354,395 | $16.21 | $5,743,196 | 74,579 | — | plan? |
| May 4, 2017 SForm 4 → | May 8, 5:16 pm EDT | Andrew Miles SnyderDirector | 60,000 | $19.89 | $1,193,664 | 1,300,314 | −4.41% | plan? |
| May 1, 2017 SForm 4 → | May 3, 5:08 pm EDT | Andrew Miles SnyderDirector | 46,195 | $18.85 | $870,577 | 1,360,314 | −3.28% | plan? |
| Apr 26, 2017 SForm 4 → | Apr 28, 5:18 pm EDT | Andrew Miles SnyderDirector | 45,000 | $18.24 | $820,698 | 1,406,509 | −3.10% | plan? |
| Apr 21, 2017 SForm 4 → | Apr 25, 5:28 pm EDT | Andrew Miles SnyderDirector | 45,000 | $17.67 | $795,185 | 1,451,509 | −3.01% | plan? |
| Apr 18, 2017 SForm 4 → | Apr 20, 4:47 pm EDT | Andrew Miles SnyderDirector | 42,500 | $17.13 | $728,077 | 1,496,509 | −2.76% | plan? |
| Apr 13, 2017 SForm 4 → | Apr 17, 4:57 pm EDT | Andrew Miles SnyderDirector | 30,000 | $17.05 | $511,587 | 1,539,009 | −1.91% | plan? |
| Apr 11, 2017 SForm 4 → | Apr 13, 5:30 pm EDT | Andrew Miles SnyderDirector | 28,700 | $17.02 | $488,339 | 1,569,009 | −1.80% | plan? |
| Apr 6, 2017 SForm 4 → | Apr 10, 5:17 pm EDT | Andrew Miles SnyderDirector | 42,500 | $17.28 | $734,431 | 1,597,709 | −2.59% | plan? |
| Apr 4, 2017 FForm 4 → | Apr 4, 6:05 pm EDT | John S ClendeningPresident and CEO, Director | 52,025 | $17.30 | $900,033 | 503,128 | — | plan? |
| Apr 3, 2017 SForm 4 → | Apr 5, 5:04 pm EDT | Andrew Miles SnyderDirector | 40,800 | $17.40 | $710,045 | 1,640,209 | −2.43% | plan? |
| Mar 31, 2017 FForm 4 → | Apr 4, 4:14 pm EDT | Mark A FinkelsteinChief Legal & Admin Officer | 867 | $17.30 | $14,999 | 36,824 | — | plan? |
| Mar 29, 2017 SForm 4 → | Mar 31, 4:50 pm EDT | Andrew Miles SnyderDirector | 36,320 | $17.52 | $636,395 | 1,681,009 | −2.11% | plan? |
| Mar 27, 2017 SForm 4 → | Mar 29, 5:30 pm EDT | Andrew Miles SnyderDirector | 20,000 | $17.53 | $350,583 | 1,717,329 | −1.15% | plan? |
| Mar 23, 2017 SForm 4 → | Mar 24, 7:09 pm EDT | Andrew Miles SnyderDirector | 20,000 | $17.45 | $348,928 | 1,737,329 | −1.14% | plan? |
| Mar 20, 2017 SForm 4 → | Mar 22, 5:01 pm EDT | Andrew Miles SnyderDirector | 30,000 | $16.44 | $493,064 | 1,757,329 | −1.68% | plan? |
| Mar 16, 2017 SForm 4 → | Mar 17, 6:54 pm EDT | Andrew Miles SnyderDirector | 20,000 | $16.11 | $322,181 | 1,787,329 | −1.11% | plan? |
| Mar 13, 2017 SForm 4 → | Mar 15, 5:27 pm EDT | Andrew Miles SnyderDirector | 30,000 | $16.16 | $484,866 | 1,807,329 | −1.63% | plan? |
| Mar 9, 2017 SForm 4 → | Mar 10, 6:22 pm EST | Andrew Miles SnyderDirector | 20,000 | $16.20 | $324,096 | 1,837,329 | −1.08% | plan? |
| Mar 6, 2017 SForm 4 → | Mar 8, 5:08 pm EST | Andrew Miles SnyderDirector | 30,000 | $16.14 | $484,204 | 1,857,329 | −1.59% | plan? |
| Mar 1, 2017 SForm 4 → | Mar 3, 5:24 pm EST | Andrew Miles SnyderDirector | 30,000 | $16.19 | $485,695 | 1,887,329 | −1.56% | plan? |
| Mar 1, 2017 AForm 4 → | Mar 3, 5:22 pm EST | H. McIntyre GardnerDirector | 7,804 | — | — | 7,804 | — | plan? |
| Mar 1, 2017 AForm 4 → | Mar 3, 5:17 pm EST | William L AtwellDirector | 8,290 | — | — | 18,290 | — | plan? |
| Feb 28, 2017 AForm 4 → | Mar 2, 5:24 pm EST | Robert D OrosCEO of H.D. Vest, Inc. | 28,846 | — | — | 28,846 | — | plan? |
| Feb 27, 2017 SForm 4 → | Mar 1, 5:28 pm EST | Andrew Miles SnyderDirector | 3,131 | $15.75 | $49,313 | 1,917,329 | −0.16% | plan? |
| Feb 22, 2017 FMForm 4 → | Feb 24, 5:16 pm EST | Eric Michael EmansChief Financial Officer | 44,230 | $12.96 | $573,334 | 128,740 | — | plan? |
| Feb 21, 2017 SForm 4 → | Feb 23, 6:13 pm EST | Andrew Miles SnyderDirector | 10,000 | $15.85 | $158,535 | 1,920,460 | −0.52% | plan? |
| Jan 30, 2017 AForm 4 → | Feb 1, 1:49 pm EST | Sanjay BaskaranPresident, TaxAct, Inc. | 49,833 | — | — | 49,833 | — | plan? |
| Jan 3, 2017 AForm 4 → | Jan 4, 7:09 pm EST | John S ClendeningPresident and CEO, Director | 76,779 | — | — | 555,153 | — | plan? |
| Jan 2, 2017 FForm 4 → | Jan 4, 7:06 pm EST | Mark A FinkelsteinChief Legal & Admin Officer | 2,329 | $14.75 | $34,353 | 37,691 | — | plan? |
| Jan 2, 2017 FForm 4 → | Jan 4, 7:04 pm EST | Eric Michael EmansChief Financial Officer | 4,910 | $14.75 | $72,423 | 122,970 | — | plan? |
| Nov 17, 2016 FForm 4 → | Nov 21, 4:24 pm EST | Bernard W LuthiPresident of Monoprice | 4,619 | $14.25 | $65,821 | 17,957 | — | plan? |
| Nov 7, 2016 SForm 4 → | Nov 9, 6:25 pm EST | JoAnn KintzelPresident, TaxAct, Inc. | 2,669 | $13.50 | $36,032 | 93,725 | −2.77% | plan? |
| Oct 25, 2016 AForm 4 → | Oct 27, 7:08 pm EDT | Eric Michael EmansChief Financial Officer | 16,877 | — | — | 127,880 | — | plan? |
| Oct 24, 2016 AForm 4 → | Oct 26, 5:23 pm EDT | Mathieu Frederic StevensonChief Marketing Officer | 27,848 | — | — | 27,848 | — | plan? |
| Oct 14, 2016 AForm 4 → | Oct 18, 4:50 pm EDT | Pamela Margaret TurayChief Human Resources Officer | 14,347 | — | — | 14,347 | — | plan? |
| Sep 30, 2016 FForm 4 → | Oct 4, 5:16 pm EDT | Mark A FinkelsteinChief Legal & Admin Officer | 897 | $11.20 | $10,046 | 40,020 | — | plan? |
| Aug 9, 2016 FForm 4 → | Aug 11, 5:23 pm EDT | Peter MansourPresident, Infospace LLC | 22,758 | $10.97 | $249,655 | 62,298 | — | plan? |
| Jul 14, 2016 FForm 4 → | Jul 15, 5:14 pm EDT | Bernard W LuthiPresident of Monoprice | 862 | $12.29 | $10,594 | 22,576 | — | plan? |
| Jul 5, 2016 SForm 4 → | Jul 6, 5:33 pm EDT | JoAnn KintzelPresident, TaxAct, Inc. | 3,538 | $10.54 | $37,285 | 96,394 | −3.54% | plan? |
| Jul 2, 2016 FForm 4 → | Jul 6, 5:33 pm EDT | JoAnn KintzelPresident, TaxAct, Inc. | 1,770 | $10.70 | $18,939 | 99,932 | — | plan? |
| Jul 2, 2016 FForm 4 → | Jul 6, 5:31 pm EDT | Eric Michael EmansChief Financial Officer | 1,293 | $10.70 | $13,835 | 111,003 | — | plan? |
| Jul 2, 2016 FForm 4 → | Jul 6, 5:29 pm EDT | Bernard W LuthiPresident of Monoprice | 966 | $10.70 | $10,336 | 23,438 | — | plan? |
| Jul 2, 2016 FForm 4 → | Jul 6, 5:24 pm EDT | Brett Jefferson Clark-BoltEVP of HR | 348 | $10.70 | $3,724 | 12,710 | — | plan? |
| Jun 23, 2016 SForm 4 → | Jun 24, 5:45 pm EDT | JoAnn KintzelPresident, TaxAct, Inc. | 6,431 | $9.50 | $61,095 | 101,702 | −5.95% | plan? |
| May 31, 2016 MForm 4 → | Jun 2, 3:42 pm EDT | John E Cunningham IVDirector | 7,500 | $8.98 | $67,350 | 63,453 | — | plan? |
| May 24, 2016 AForm 4 → | May 26, 5:44 pm EDT | Andrew Miles SnyderDirector | 11,718 | — | — | 43,910 | — | plan? |
| May 24, 2016 AForm 4 → | May 26, 5:43 pm EDT | Elizabeth HuebnerDirector | 11,718 | — | — | 46,660 | — | plan? |
| May 24, 2016 AForm 4 → | May 26, 5:41 pm EDT | Lance G DunnDirector | 11,718 | — | — | 50,417 | — | plan? |
| May 24, 2016 AForm 4 → | May 26, 5:40 pm EDT | Steve HooperDirector | 11,718 | — | — | 49,910 | — | plan? |
| May 24, 2016 AForm 4 → | May 26, 5:38 pm EDT | John E Cunningham IVDirector | 15,624 | — | — | 55,953 | — | plan? |
| May 24, 2016 AForm 4 → | May 26, 5:37 pm EDT | Mary Slagle ZapponeDirector | 11,718 | — | — | 27,111 | — | plan? |
| May 24, 2016 AForm 4 → | May 26, 5:34 pm EDT | Christopher William WaltersDirector | 11,718 | — | — | 39,810 | — | plan? |
| May 24, 2016 AForm 4 → | May 26, 5:33 pm EDT | David H S ChungDirector | 11,718 | — | — | 50,910 | — | plan? |
| May 4, 2016 FMForm 4 → | May 6, 5:39 pm EDT | Eric Michael EmansChief Financial Officer | 97,844 | $7.86 | $769,057 | 112,296 | — | plan? |
| Apr 4, 2016 FForm 4/A → | Nov 21, 4:22 pm EST | John S ClendeningPresident and CEO, Director | 21,626 | $4.98 | $107,697 | 478,374 | — | plan? |
| Apr 4, 2016 AForm 4 → | Apr 6, 7:56 pm EDT | John S ClendeningPresident and CEO, Director | 500,000 | — | — | 500,000 | — | plan? amended |
| Mar 31, 2016 FForm 4 → | Apr 4, 5:51 pm EDT | Mark A FinkelsteinChief Legal & Admin Officer | 880 | $5.16 | $4,541 | 40,917 | — | plan? |
| Mar 31, 2016 FForm 4 → | Apr 4, 5:41 pm EDT | William J RuckelshausPresident and CEO, Director | 9,445 | $5.16 | $48,736 | 191,550 | — | plan? |
| Feb 23, 2016 FForm 4 → | Feb 25, 4:35 pm EST | Brett Jefferson Clark-BoltEVP of HR | 626 | $6.02 | $3,769 | 13,058 | — | plan? |
| Feb 4, 2016 AFForm 4 → | Feb 8, 4:54 pm EST | JoAnn KintzelPresident, TaxAct, Inc. | 50,606 | $8.55 | $42,682 | 108,133 | — | plan? |
| Jan 14, 2016 FForm 4 → | Jan 15, 1:45 pm EST | Bernard W LuthiPresident of Monoprice | 1,004 | $8.55 | $8,584 | 24,404 | — | plan? |
| Jan 4, 2016 AForm 4 → | Jan 5, 8:17 pm EST | Brett Jefferson Clark-BoltEVP of HR | 7,645 | — | — | 13,684 | — | plan? |
| Jan 4, 2016 AForm 4 → | Jan 5, 8:14 pm EST | Mark A FinkelsteinChief Legal & Admin Officer | 21,406 | — | — | 41,797 | — | plan? |
| Jan 2, 2016 FForm 4 → | Jan 5, 8:23 pm EST | William J RuckelshausPresident and CEO, Director | 7,612 | $9.80 | $74,598 | 199,235 | — | plan? |
| Jan 2, 2016 AFForm 4 → | Jan 5, 8:21 pm EST | JoAnn KintzelPresident, TaxAct, Inc. | 30,809 | $9.80 | $39,700 | 67,511 | — | plan? |
| Jan 2, 2016 AFForm 4 → | Jan 5, 8:20 pm EST | Eric Michael EmansChief Financial Officer | 38,183 | $9.80 | $29,547 | 105,140 | — | plan? |
| Jan 2, 2016 FForm 4 → | Jan 5, 8:18 pm EST | Bernard W LuthiPresident of Monoprice | 2,250 | $9.80 | $22,050 | 25,408 | — | plan? |
| Nov 18, 2015 SForm 4 → | Nov 20, 6:19 pm EST | Peter MansourPresident, Infospace LLC | 3,813 | $10.49 | $39,998 | 85,056 | −4.29% | plan? |
| Nov 11, 2015 PForm 4 → | Nov 12, 6:53 pm EST | William J RuckelshausPresident and CEO, Director | 7,230 | $10.36 | $74,903 | 205,009 | +3.66% | plan? |
| Nov 10, 2015 PForm 4 → | Nov 12, 6:47 pm EST | Lance G DunnDirector | 10,000 | $10.08 | $100,800 | 38,699 | +34.8% | plan? |
| Nov 10, 2015 PForm 4 → | Nov 12, 6:44 pm EST | Elizabeth HuebnerDirector | 5,000 | $10.08 | $50,400 | 34,942 | +16.7% | plan? |
| Nov 10, 2015 PForm 4 → | Nov 12, 6:39 pm EST | Christopher William WaltersDirector | 10,400 | $10.25 | $106,600 | 28,092 | +58.8% | plan? |
| Nov 10, 2015 PForm 4 → | Nov 12, 6:33 pm EST | Andrew Miles SnyderDirector | 226,268 | $10.23 | $2,313,746 | 1,930,460 | +13.3% | plan? |
| Nov 9, 2015 MForm 4 → | Nov 12, 6:28 pm EST | Steve HooperDirector | 2,500 | $8.80 | $22,000 | 38,192 | — | plan? late |
| Nov 9, 2015 PForm 4 → | Nov 12, 6:24 pm EST | Mark A FinkelsteinChief Legal & Admin Officer | 2,500 | $10.17 | $25,425 | 20,391 | +14.0% | plan? late |
| Nov 9, 2015 PForm 4 → | Nov 12, 6:20 pm EST | David H S ChungDirector | 10,000 | $10.14 | $101,400 | 39,192 | +34.3% | plan? late |
| Oct 6, 2015 FForm 4 → | Oct 8, 1:00 pm EDT | Peter MansourPresident, Infospace LLC | 8,914 | $14.14 | $126,044 | 88,869 | — | plan? |
| Sep 30, 2015 FForm 4 → | Oct 2, 3:26 pm EDT | Mark A FinkelsteinChief Legal & Admin Officer | 1,794 | $13.77 | $24,703 | 17,891 | — | plan? |
| Jul 14, 2015 FForm 4 → | Jul 15, 8:21 pm EDT | Bernard W LuthiPresident of Monoprice | 1,723 | $16.18 | $27,878 | 27,658 | — | plan? |
| Jul 2, 2015 FForm 4 → | Jul 7, 8:05 pm EDT | George AllenExec. VP-Corporate Development | 1,621 | $15.84 | $25,677 | 22,279 | — | plan? |
| Jul 2, 2015 SForm 4 → | Jul 7, 8:01 pm EDT | JoAnn KintzelPresident, TaxAct, Inc. | 425 | $15.85 | $6,737 | 44,545 | −0.95% | plan? |
| Jul 2, 2015 FForm 4 → | Jul 7, 8:01 pm EDT | JoAnn KintzelPresident, TaxAct, Inc. | 710 | $15.84 | $11,246 | 44,970 | — | 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 | — |