Latest filing published 29 Nov 2023 for AVANTAX, INC., €529k.
Not enough buy signals with a settled T+90 horizon to measure a track record yet.
No signal scores available.
This profile gathers the share dealings of J. Richard Leaman III across 2 companies, led by Moelis & Company and Blucora, Inc. In total, 30 filings cover trades dated from 24 November 2014 to 27 November 2023.
No open-market purchase appears, only 12 sales worth €5.6M. Besides market trades, the filings include 6 share grants and 7 option exercises.
The latest filing, published on 29 November 2023, reports a transaction of €529k in Blucora, Inc. Filings reach the SEC (Form 4) feed a median of 2 days after the trade. For comparison, the SEC allows two business days to file a Form 4. Selling is not necessarily a view on the stock: liquidity needs and diversification are common motives. Every figure here comes from the filings published by SEC (Form 4) and describes the past, not future prices; it is not investment advice.
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