Blucora, Inc

(NASDAQ:BCOR)

Latest On Blucora, Inc (BCOR):

Date/Time Type Description Signal Details
2023-01-25 01:03 ESTNewsBlucora announces refinancing of $270M loan facilityN/A
2023-01-24 00:47 ESTNewsEngine Capital to nominate candidate for Blucora's boardN/A
2022-11-03 06:02 ESTNewsBlucora: Company Transition After TaxAct SaleN/A
2022-11-01 22:53 ESTNewsBlucora Non-GAAP EPS of -$0.20 misses by $0.01, revenue of $171.7M beats by $6.56MN/A
2022-11-01 22:53 ESTNewsBlucora jumps 9% after agreeing to sell TaxAct for $720MN/A
2022-11-01 22:52 ESTNewsBlucora, Inc. 2022 Q3 - Results - Earnings Call PresentationN/A
2022-11-01 22:52 ESTNewsBlucora, Inc. (BCOR) Q3 2022 Earnings Call TranscriptN/A
2022-08-12 15:29 ESTNewsBlucora, Inc.'s (BCOR) CEO Chris Walters on Q2 2022 Results - Earnings Call TranscriptN/A
2022-08-12 15:29 ESTNewsBlucora, Inc. 2022 Q2 - Results - Earnings Call PresentationN/A
2022-08-08 20:39 ESTNewsBlucora Non-GAAP EPS of $0.99 beats by $0.04, revenue of $256.9M in-lineN/A
2022-06-22 16:04 ESTNewsBlucora reaffirms sales and EBITDA guidance for FY22N/A
2022-05-04 23:53 ESTNewsBlucora Non-GAAP EPS of $1.06 misses by $0.18, revenue of $307.55M misses by $17.01MN/A
2022-05-04 23:52 ESTNewsBlucora, Inc. (BCOR) CEO Christopher Walters on Q1 2022 Results - Earnings Call TranscriptN/A
2022-05-04 23:52 ESTNewsBlucora, Inc. 2022 Q1 - Results - Earnings Call PresentationN/A
2022-02-16 14:36 ESTNewsBlucora Non-GAAP EPS of -$0.29, revenue of $178.3MN/A
2022-02-16 14:36 ESTNewsBlucora, Inc. 2022 Q4 - Results - Earnings Call PresentationN/A
2022-02-16 14:36 ESTNewsBlucora, Inc. (BCOR) CEO Christopher Walters on Q4 2021 Results - Earnings Call TranscriptN/A
2021-12-09 16:38 ESTNewsBlucora authorizes additional $28.3M for share repurchasesN/A
2021-11-06 16:50 ESTNewsBlucora, Inc. (BCOR) CEO Christopher Walters on Q3 2021 Results - Earnings Call TranscriptN/A
2021-08-06 19:44 ESTNewsBlucora, Inc. (BCOR) CEO Chris Walters on Q2 2021 Results - Earnings Call TranscriptN/A
2021-08-05 00:23 ESTNewsBlucora EPS beats by $0.14, beats on revenueN/A
2021-07-20 20:46 ESTNewsBlucora raises Q2 and FY21 EPS guidance ahead of investor dayN/A
2021-07-20 20:08 ESTNewsBlucora: Investor Day Highlights Improved Medium-Term OutlookN/A
2021-05-06 08:00 ESTNewsBlucora, Inc. 2021 Q1 - Results - Earnings Call PresentationN/A
2021-05-05 12:08 ESTNewsBlucora EPS beats by $0.08, misses on revenueN/A
2021-03-30 21:41 ESTNewsAvantax acquires GuideVine TechnologiesN/A
2021-02-19 11:10 ESTFinancialsCompany financials have been released.Neutral
2021-02-19 11:10 ESTAnalyst RatingThe Analyst Target Price has increased from $17.5 to $20.Buy
2021-02-18 11:10 ESTEarnings EstimateAn EPS average of $0.94 is estimated for the quarter ending on June 30, 2021.Buy
2021-02-18 11:10 ESTEarnings EstimateAn EPS average of $1.73 is estimated for the 2022 year.Buy
2021-02-17 17:39 ESTNewsBlucora EPS beats by $0.11, beats on revenueN/A
2021-02-17 17:39 ESTNewsBlucora, Inc. (BCOR) CEO Christopher Walters on Q4 2020 Results - Earnings Call TranscriptN/A
2021-01-21 06:16 ESTNewsBlucora business TaxAct and Tax Dome come together to modernize tax professional practicesN/A
2021-01-02 15:13 ESTFinancialsCompany financials have been released.Neutral
2020-12-13 03:19 ESTFinancialsCompany financials have been released.Neutral
2020-11-15 11:24 ESTFinancialsCompany financials have been released.Neutral
2020-11-14 11:14 ESTFinancialsCompany financials have been released.Neutral
2020-11-13 11:21 ESTFinancialsCompany financials have been released.Neutral
2020-11-11 11:14 ESTAnalyst RatingThe Analyst Target Price has increased from $16.5 to $17.5.Buy
2020-11-10 11:19 ESTEarnings EstimateAn EPS average of $1.11 is estimated for the quarter ending on March 31, 2021.Buy
2020-11-10 11:19 ESTAnalyst RatingThe Analyst Target Price has increased from $16 to $16.5.Buy
2020-11-10 07:22 ESTNewsBlucora EPS beats by $0.12, beats on revenueN/A
2020-11-10 07:20 ESTNewsBlucora, Inc. 2020 Q3 - Results - Earnings Call PresentationN/A
2020-11-10 07:19 ESTNewsBlucora, Inc. (BCOR) CEO Chris Walters on Q3 2020 Results - Earnings Call TranscriptN/A
2020-11-01 17:15 ESTFinancialsCompany financials have been released.Neutral
2020-09-28 04:12 ESTAnalyst RatingThe Analyst Target Price has decreased from $16.5 to $16.Neutral
2020-09-24 00:13 ESTFinancialsCompany financials have been released.Neutral
2020-09-21 09:03 ESTInsider TradeMARK A ERNST has acquired 6,000 shares indirectly via Bellevue Capital LLC.Buy
2020-09-21 09:03 ESTInsider TradeMARK A ERNST has acquired 1,000 shares indirectly via Bellevue Capital LLC.Buy
2020-09-01 17:01 ESTInsider TradeKarthik Rao has directly acquired 20,157 shares and currently holds 20,157 shares.Buy

About Blucora, Inc (BCOR):

Blucora, Inc. provides technology-enabled financial solutions to consumers, small business owners, tax professionals, financial advisors, and certified public accounting firms in the United States. The company operates through two segments, Wealth Management and Tax Preparation. The Wealth Management segment offers an integrated platform of brokerage, investment advisory, and insurance services to financial advisors. The Tax Preparation segment provides digital do-it-yourself tax preparation solutions through TaxAct.com; and ancillary services, including refund payment transfer, audit defense, stored value cards, retirement plan services, and e-filing services. This segment also offers professional tax preparer software that allows professional tax preparers to prepare and file individual and business returns. The company was formerly known as InfoSpace, Inc. and changed its name to Blucora, Inc. in June 2012. Blucora, Inc. was founded in 1996 and is headquartered in Dallas, Texas.

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General

  • Name Blucora, Inc
  • Symbol BCOR
  • Type Common Stock
  • Exchange NASDAQ
  • Currency USD
  • Country USA
  • SectorFinancial Services
  • IndustryAsset Management
  • Full Time Employees 846
  • Last Split Factor1:10
  • Last Split Date2002-09-13
  • Fiscal Year EndDecember
  • IPO Date1998-12-15
  • Gic SectorFinancials
  • Gic GroupDiversified Financials
  • Gic IndustryCapital Markets
  • Gic SubIndustryAsset Management & Custody Banks
  • Web URLhttp://www.blucora.com
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Valuation

  • Trailing PE 14.49
  • Forward PE 12.69
  • Price/Sales (Trailing 12 Mt.) 1.08
  • Price/Book (Most Recent Quarter) 2.63
  • Enterprise Value Revenue 1.67
  • Enterprise Value EBITDA 21.04
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Financials

  • Most Recent Quarter 2020-12-31
  • Current Year EPS Estimate $1.45
  • Next Year EPS Estimate $1.64
  • Next Quarter EPS Estimate $1.15
  • Profit Margin -45%
  • Operating Margin 6%
  • Return on Assets 3%
  • Return on Equity -72%
  • Revenue 754.95 million
  • Earnings Per Share $0.24
  • Revenue Per Share $15.74
  • Gross Profit 356.66 million
  • Quarterly Earnings Growth 3.8%
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Highlights

  • Market Capitalization 833.08 million
  • EBITDA 79.66 million
  • PE Ratio 45.91
  • PEG Ratio 0.81
  • Analyst Target Price $20
  • Book Value Per Share $6.48
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Share Statistics

  • Shares Outstanding 48.24 million
  • Shares Float 47.39 million
  • % Held by Insiders 235%
  • % Held by Institutions 95.4%
  • Shares Short 1.33 million
  • Shares Short Prior Month 1.38 million
  • Short Ratio 3.28
  • Short % of Float 5%
  • Short % of Shares Outstanding 3%
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Technicals

  • Beta 1.56
  • 52 Week High $18.41
  • 52 Week Low $8.37
  • 50 Day Moving Average 17.03
  • 200 Day Moving Average 13.58
View More

Dividends

  • Dividend Date N/A
  • ExDividend Date 2008-01-09
  • Dividend Yield 0%
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Blucora, Inc (BCOR) Dividend Calendar:

Ex-Dividend Date Payment Date Record Date Declared Date Amount

Blucora, Inc (BCOR) Earnings History:

Companies typically report earnings on both a quarterly and annual basis. Earnings reported that deviate from analysts' expectations can have a large impact on a stock's price.


Quarter Date Report Date Actual Revenue Reported EPS EPS Estimate Deviation from Estimate
2020-12-312021-02-17$N/A-$0.19-$0.3035.96%
2020-09-302020-11-09$175.35 million$0.31$0.1960.37%
2020-06-302020-08-05$161.12 million$0.09$0.54-83.23%
2020-03-312020-05-06$263.32 million$0.90$1.58-42.92%
2019-12-312020-02-19$149.42 million-$0.10-$0.2254.34%
2019-09-302019-11-06$149.02 million-$0.20-$0.2415.18%
2019-06-302019-08-07$193.74 million$0.83$0.787.1%
2019-03-312019-05-08$225.77 million$1.56$1.4110.79%
2018-12-312019-02-14$101.26 million-$0.16-$0.188.78%
2018-09-302018-10-31$95.39 million-$0.09-$0.1952.83%
2018-06-302018-08-01$157.85 million$0.97$0.8613.24%
2018-03-312018-05-09$205.97 million$1.20$0.9723.39%
2017-12-312018-02-15$97.85 million-$0.12-$0.2551.36%
2017-09-302017-10-26$90.17 million-$0.12-$0.1936.84%
2017-06-302017-07-27$139.16 million$0.70$0.666.06%
2017-03-312017-05-04$182.38 million$1.04$0.959.09%
2016-12-312017-02-16$86.8 million-$0.18-$0.2732.08%
2016-09-302016-10-27$83.24 million-$0.24-$0.3632.39%
2016-06-302016-07-28$120.11 million$0.55$0.525.1%
2016-03-312016-04-28$165.77 million$0.94$0.904.06%
2015-12-312016-02-11$-260875000-$0.19-$0.205.94%
2015-09-302015-10-29$84.78 million-$0.13-$0.147.14%
2015-06-302015-07-30$118.98 million$0.48$0.4214.29%
2015-03-312015-04-30$174.83 million$1.03$0.9113.19%
2014-12-312015-02-12$108.11 million$0.05$0.01400%
2014-09-302014-11-05$114.86 million$0.15$0.0966.67%
2014-06-302014-08-07$141.57 million$0.55$0.4912.24%
2014-03-312014-05-01$216.18 million$1.12$1.038.74%
2013-12-312014-02-20$167.34 million$0.40$0.392.56%
2013-09-302013-11-05$124.12 million$0.30$0.1776.47%
2013-06-302013-08-01$117.18 million$0.20$0.24-16.67%
2013-03-312013-05-02$165.34 million$0.54$0.4910.2%
2012-12-312013-02-13$97.47 million$0.04$0.040%
2012-09-302012-11-01$92.87 million-$0.06$0.03-300%
2012-06-302012-07-26$100.88 million$0.23$0.1464.29%
2012-03-312012-05-09$115.7 million$0.34$0.2536%
2011-12-312012-02-15$66.61 million$0.13$0.1118.18%
2011-09-302011-10-27$56.26 million$0.07$0.11-36.36%
2011-06-302011-07-28$46.62 million$0.16$0.08100%
2011-03-312011-04-27$51.65 million$0.09$0.0580%
2010-12-312011-02-02$49.68 million-$0.02$0.01-300%
2010-09-302010-11-04$50.52 million$-0.00$0.03-109.33%
2010-06-302010-08-02$52.36 million$0.02$0.03-33.33%
2010-03-312010-05-05$61.77 million$0.04$0.040%
2009-12-312010-02-03$70.46 million$0.20$0.1533.33%
2009-09-302009-10-28$54.36 million$0.05$0.0425%
2009-06-302009-08-05$43.76 million$0.08-$0.02500%
2009-03-312009-05-06$39.07 million-$0.14-$0.08-75%
2008-12-312009-02-11$36.75 million-$0.21-$0.05-320%
2008-09-302008-11-05$39.47 million-$0.29$0.02-1550%
2008-06-302008-08-05$38.33 million$0.08-$0.01900%
2008-03-312008-04-30$42.18 million-$0.06$0.02-400%
2007-12-312008-02-05$39.06 million$1.74-$0.29700%
2007-09-302007-11-01$33.85 million-$0.37-$0.5228.85%
2007-06-302007-08-08$31.76 million-$0.86-$0.13-561.54%
2007-03-312007-04-26$35.86 million-$0.02-$0.01-100%
2006-12-312007-02-01$34.05 million$0.91-$0.081237.5%
2006-09-302006-11-01$40.61 million-$1.49-$0.08-1762.5%
2006-06-302006-08-02$41.73 million$0.03-$0.06150%
2006-03-312006-04-26$37.41 million$0.09$0.0580%
2005-12-312006-01-25$86.54 million$0.39$0.2744.44%
2005-09-302005-10-25$83.23 million$0.32$0.1877.78%
2005-06-302005-07-26$83.18 million$0.44$0.3815.79%
2005-03-312005-04-26$87.02 million$0.45$0.3721.62%
2004-12-312005-01-25$79.67 million$0.50$0.4025%
2004-09-302004-10-25$67.15 million$0.37$0.2548%
2004-06-302004-07-28$54.45 million$0.37$0.14164.29%
2004-03-312004-04-28$48.08 million$0.15$0.1225%
2003-12-312004-01-27$39.03 million$0.29$0.10190%
2003-09-302003-10-29$31.23 million$0.05$0.02150%
2003-06-302003-07-31$31.69 million-$0.54
2003-03-312003-05-01$30.28 million-$0.04-$0.040%
2002-12-312003-01-29$36.16 million$0.05-$0.07171.43%
2002-09-302002-10-23$33.57 million-$0.02-$0.1888.89%
2002-06-302002-07-23$33.27 million-$0.20-$0.18-11.11%
2002-03-312002-04-24$33.14 million-$0.20-$0.2931.03%
2001-12-312002-01-29$31.36 million-$0.20-$0.3847.37%
2001-09-302001-10-23$33.05 million-$0.30-$0.4330.23%
2001-06-302001-07-24$50.94 million$0.10-$0.15166.67%
2001-03-312001-04-25$46.57 million-$0.20-$0.3745.95%
2000-12-312001-01-29$65.46 million$0.40$0.15166.67%
2000-09-302000-10-25$59.8 million$0.30-$0.42171.43%
2000-06-302000-07-26$50.49 million-$0.10-$0.5983.05%
2000-03-312000-04-26$38.78 million$0.10-$0.58117.24%
1999-12-312000-01-26$0.45
1999-09-301999-10-28$0.15-$0.07314.29%
1999-06-301999-07-27-$0.28-$0.12-133.33%
1999-03-311999-04-29-$0.04-$0.1978.95%

Blucora, Inc (BCOR) Company Financial Statements:

Financial statements are reports prepared by a company's management to present their financial performance and position at a point in time. A general-purpose set of financial statements usually includes a balance sheet, income statements, and statement of cash flows.

Income Statement:
Date
Research Development
Income Before Tax
Selling General Administrative
Gross Profit
Ebit
Operating Income
Income Tax Expense
Total Revenue
Cost of Revenue
Total Other Income Expense Net
Net Income From Continuing Operations
Net Income Applicable to Common Shares
Cash Flow:
Date
Investments
Change to Liabilities
Total Cash Flow from Investing Activities
Net Borrowings
Total Cash Flow from Financial Activities
Change to Operating Activities
Change in Cash
Total Cash from Operating Activities
Depreciation
Other Cash Flow from Investing Activities
Change to Inventory
Change to Account Receivables
Other Cash Flow from Financing Activities
Change to Net Income
Capital Expenditures
Balance Sheet:
Date
Total Liabailities
Total Stockholder Equity
Other Current Liabilities
Total Assets
Common Stock
Other Current Assets
Retained Earnings
Other Liabilities
Other Assets
Cash
Total Current Liabilities
Other Stockholder Equity
Property, Plant & Equipment
Total Current Assets
Long Term Investments
Net Tangible Assets
Short Term Investments
Long Term Debt
Inventory
Accounts Payable

Blucora, Inc (BCOR) Chart:

Blucora, Inc (BCOR) News:

Below you will find a list of latest news for Blucora, Inc (BCOR) from major news sources. You can filter the results to only show news from a specific source.

No recent news available

Blucora, Inc (BCOR) Options:

A stock option is a contract between two parties in which the stock option buyer (holder) purchases the right (but not the obligation) to buy/sell 100 shares of an underlying stock at a predetermined price from/to the option seller (writer) within a fixed period of time.

Expiration Date Strike Last Price Type Volume Open Interest Implied Volatility In The Money Change Change Percent

Latest BCOR Trades:

Date Shares Price
Jun 13, 2022 7:59 PM EST12$16.24
Jun 13, 2022 7:59 PM EST7$16.24
Jun 13, 2022 7:59 PM EST5$16.24
Jun 13, 2022 7:59 PM EST7$16.24
Jun 13, 2022 7:59 PM EST100$16.25

Blucora, Inc (BCOR) SEC Filings:

An SEC filing is a financial statement or other formal document submitted to the U.S. Securities and Exchange Commission (SEC). Public companies, certain insiders, and broker-dealers are required to make regular SEC filings.

Date Form Type Form Name Link
2020-07-024Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000127/0001068875-20-000127-index.htm
2019-06-11UPLOADSEC-generated letterhttps://www.sec.gov/Archives/edgar/data/1068875/000000000019009720/0000000000-19-009720-index.htm
2019-07-02UPLOADSEC-generated letterhttps://www.sec.gov/Archives/edgar/data/1068875/000000000019010559/0000000000-19-010559-index.htm
2019-01-24SC 13G/AStatement of acquisition of beneficial ownership by individualshttps://www.sec.gov/Archives/edgar/data/1068875/000021545719000958/0000215457-19-000958-index.htm
2020-02-04SC 13G/AStatement of acquisition of beneficial ownership by individualshttps://www.sec.gov/Archives/edgar/data/1068875/000083423720001566/0000834237-20-001566-index.htm
2019-02-12SC 13G/AStatement of acquisition of beneficial ownership by individualshttps://www.sec.gov/Archives/edgar/data/1068875/000090221919000173/0000902219-19-000173-index.htm
2020-01-28SC 13G/AStatement of acquisition of beneficial ownership by individualshttps://www.sec.gov/Archives/edgar/data/1068875/000090221920000271/0000902219-20-000271-index.htm
2020-05-08SC 13G/AStatement of acquisition of beneficial ownership by individualshttps://www.sec.gov/Archives/edgar/data/1068875/000090221920000389/0000902219-20-000389-index.htm
2020-08-10SC 13G/AStatement of acquisition of beneficial ownership by individualshttps://www.sec.gov/Archives/edgar/data/1068875/000090221920000416/0000902219-20-000416-index.htm
2020-07-31SC 13GStatement of acquisition of beneficial ownership by individualshttps://www.sec.gov/Archives/edgar/data/1068875/000091957420004801/0000919574-20-004801-index.htm
2019-02-11SC 13G/AStatement of acquisition of beneficial ownership by individualshttps://www.sec.gov/Archives/edgar/data/1068875/000093247119004976/0000932471-19-004976-index.htm
2019-02-12SC 13GStatement of acquisition of beneficial ownership by individualshttps://www.sec.gov/Archives/edgar/data/1068875/000103738919000014/0001037389-19-000014-index.htm
2020-02-13SC 13G/AStatement of acquisition of beneficial ownership by individualshttps://www.sec.gov/Archives/edgar/data/1068875/000103738920000151/0001037389-20-000151-index.htm
2018-12-278-K/ACurrent reporthttps://www.sec.gov/Archives/edgar/data/1068875/000106887518000081/0001068875-18-000081-index.htm
2019-02-148-KCurrent reporthttps://www.sec.gov/Archives/edgar/data/1068875/000106887519000005/0001068875-19-000005-index.htm
2019-03-0110-KAnnual report [Section 13 and 15(d), not S-K Item 405]https://www.sec.gov/Archives/edgar/data/1068875/000106887519000011/0001068875-19-000011-index.htm
2019-04-108-KCurrent reporthttps://www.sec.gov/Archives/edgar/data/1068875/000106887519000018/0001068875-19-000018-index.htm
2019-04-10DEF 14AOther definitive proxy statementshttps://www.sec.gov/Archives/edgar/data/1068875/000106887519000020/0001068875-19-000020-index.htm
2019-04-10DEFA14AAdditional definitive proxy soliciting materials and Rule 14(a)(12) materialhttps://www.sec.gov/Archives/edgar/data/1068875/000106887519000022/0001068875-19-000022-index.htm
2019-05-068-KCurrent reporthttps://www.sec.gov/Archives/edgar/data/1068875/000106887519000025/0001068875-19-000025-index.htm
2019-05-088-KCurrent reporthttps://www.sec.gov/Archives/edgar/data/1068875/000106887519000041/0001068875-19-000041-index.htm
2019-05-0810-QQuarterly report [Sections 13 or 15(d)]https://www.sec.gov/Archives/edgar/data/1068875/000106887519000043/0001068875-19-000043-index.htm
2019-05-298-KCurrent reporthttps://www.sec.gov/Archives/edgar/data/1068875/000106887519000045/0001068875-19-000045-index.htm
2019-06-038-KCurrent reporthttps://www.sec.gov/Archives/edgar/data/1068875/000106887519000047/0001068875-19-000047-index.htm
2019-06-184Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887519000053/0001068875-19-000053-index.htm
2019-06-183Initial statement of beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887519000054/0001068875-19-000054-index.htm
2019-06-214Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887519000056/0001068875-19-000056-index.htm
2019-06-27CORRESPCorrespondencehttps://www.sec.gov/Archives/edgar/data/1068875/000106887519000061/0001068875-19-000061-index.htm
2019-07-018-KCurrent reporthttps://www.sec.gov/Archives/edgar/data/1068875/000106887519000067/0001068875-19-000067-index.htm
2019-07-024Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887519000071/0001068875-19-000071-index.htm
2019-07-024Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887519000072/0001068875-19-000072-index.htm
2019-07-054Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887519000075/0001068875-19-000075-index.htm
2019-07-184Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887519000077/0001068875-19-000077-index.htm
2019-08-078-KCurrent reporthttps://www.sec.gov/Archives/edgar/data/1068875/000106887519000086/0001068875-19-000086-index.htm
2019-08-0810-QQuarterly report [Sections 13 or 15(d)]https://www.sec.gov/Archives/edgar/data/1068875/000106887519000090/0001068875-19-000090-index.htm
2019-10-094Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887519000093/0001068875-19-000093-index.htm
2019-10-174Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887519000096/0001068875-19-000096-index.htm
2019-10-258-K/ACurrent reporthttps://www.sec.gov/Archives/edgar/data/1068875/000106887519000102/0001068875-19-000102-index.htm
2019-10-314Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887519000105/0001068875-19-000105-index.htm
2019-11-068-KCurrent reporthttps://www.sec.gov/Archives/edgar/data/1068875/000106887519000113/0001068875-19-000113-index.htm
2019-11-0610-QQuarterly report [Sections 13 or 15(d)]https://www.sec.gov/Archives/edgar/data/1068875/000106887519000120/0001068875-19-000120-index.htm
2019-11-074Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887519000122/0001068875-19-000122-index.htm
2019-12-184Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887519000125/0001068875-19-000125-index.htm
2019-12-204Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887519000128/0001068875-19-000128-index.htm
2020-01-034Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000004/0001068875-20-000004-index.htm
2020-01-064Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000012/0001068875-20-000012-index.htm
2020-01-064Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000013/0001068875-20-000013-index.htm
2020-01-064Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000014/0001068875-20-000014-index.htm
2020-01-064Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000015/0001068875-20-000015-index.htm
2020-01-064Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000016/0001068875-20-000016-index.htm
2020-01-064Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000017/0001068875-20-000017-index.htm
2020-01-134Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000026/0001068875-20-000026-index.htm
2020-01-134Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000027/0001068875-20-000027-index.htm
2020-01-134Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000028/0001068875-20-000028-index.htm
2020-01-134Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000029/0001068875-20-000029-index.htm
2020-01-134Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000030/0001068875-20-000030-index.htm
2020-01-134Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000031/0001068875-20-000031-index.htm
2020-01-134Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000032/0001068875-20-000032-index.htm
2020-02-034Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000038/0001068875-20-000038-index.htm
2020-02-044Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000040/0001068875-20-000040-index.htm
2020-02-198-KCurrent reporthttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000043/0001068875-20-000043-index.htm
2020-02-244Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000046/0001068875-20-000046-index.htm
2020-02-244Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000047/0001068875-20-000047-index.htm
2020-02-278-KCurrent reporthttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000049/0001068875-20-000049-index.htm
2020-02-2810-KAnnual report [Section 13 and 15(d), not S-K Item 405]https://www.sec.gov/Archives/edgar/data/1068875/000106887520000056/0001068875-20-000056-index.htm
2020-03-033Initial statement of beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000064/0001068875-20-000064-index.htm
2020-03-033Initial statement of beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000065/0001068875-20-000065-index.htm
2020-03-034Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000066/0001068875-20-000066-index.htm
2020-03-034Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000067/0001068875-20-000067-index.htm
2020-03-183Initial statement of beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000071/0001068875-20-000071-index.htm
2020-03-184Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000073/0001068875-20-000073-index.htm
2020-04-09DEF 14AOther definitive proxy statementshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000078/0001068875-20-000078-index.htm
2020-04-09DEFA14AAdditional definitive proxy soliciting materials and Rule 14(a)(12) materialhttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000079/0001068875-20-000079-index.htm
2020-04-228-KCurrent reporthttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000082/0001068875-20-000082-index.htm
2020-04-293Initial statement of beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000086/0001068875-20-000086-index.htm
2020-04-294Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000087/0001068875-20-000087-index.htm
2020-05-068-KCurrent reporthttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000089/0001068875-20-000089-index.htm
2020-05-0610-QQuarterly report [Sections 13 or 15(d)]https://www.sec.gov/Archives/edgar/data/1068875/000106887520000091/0001068875-20-000091-index.htm
2020-05-12DEFA14AAdditional definitive proxy soliciting materials and Rule 14(a)(12) materialhttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000093/0001068875-20-000093-index.htm
2020-05-21S-8Securities to be offered to employees in employee benefit planshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000096/0001068875-20-000096-index.htm
2020-05-21S-8Securities to be offered to employees in employee benefit planshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000097/0001068875-20-000097-index.htm
2020-05-264Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000109/0001068875-20-000109-index.htm
2020-05-264Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000110/0001068875-20-000110-index.htm
2020-05-264Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000111/0001068875-20-000111-index.htm
2020-05-264Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000112/0001068875-20-000112-index.htm
2020-05-264Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000113/0001068875-20-000113-index.htm
2020-05-264Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000114/0001068875-20-000114-index.htm
2020-05-264Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000115/0001068875-20-000115-index.htm
2020-05-264Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000116/0001068875-20-000116-index.htm
2020-05-264Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000117/0001068875-20-000117-index.htm
2020-05-264Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000118/0001068875-20-000118-index.htm
2020-05-264Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000119/0001068875-20-000119-index.htm
2020-05-288-KCurrent reporthttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000121/0001068875-20-000121-index.htm
2020-06-164Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000123/0001068875-20-000123-index.htm
2020-06-244Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000125/0001068875-20-000125-index.htm
2020-07-024Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000127/0001068875-20-000127-index.htm
2020-07-168-KCurrent reporthttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000132/0001068875-20-000132-index.htm
2020-08-058-KCurrent reporthttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000139/0001068875-20-000139-index.htm
2020-08-0510-QQuarterly report [Sections 13 or 15(d)]https://www.sec.gov/Archives/edgar/data/1068875/000106887520000141/0001068875-20-000141-index.htm
2020-08-074Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000144/0001068875-20-000144-index.htm
2020-08-124Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000146/0001068875-20-000146-index.htm
2020-08-134Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000148/0001068875-20-000148-index.htm
2020-08-144Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000150/0001068875-20-000150-index.htm
2020-08-278-KCurrent reporthttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000153/0001068875-20-000153-index.htm
2020-09-013Initial statement of beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000156/0001068875-20-000156-index.htm
2020-09-014Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000157/0001068875-20-000157-index.htm
2020-09-214Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000106887520000159/0001068875-20-000159-index.htm
2020-02-12SC 13G/AStatement of acquisition of beneficial ownership by individualshttps://www.sec.gov/Archives/edgar/data/1068875/000110465920017251/0001104659-20-017251-index.htm
2019-05-244Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000118599219000001/0001185992-19-000001-index.htm
2019-05-304Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000118599219000002/0001185992-19-000002-index.htm
2019-03-198-KCurrent reporthttps://www.sec.gov/Archives/edgar/data/1068875/000119312519078833/0001193125-19-078833-index.htm
2019-06-148-KCurrent reporthttps://www.sec.gov/Archives/edgar/data/1068875/000119312519173670/0001193125-19-173670-index.htm
2019-08-168-KCurrent reporthttps://www.sec.gov/Archives/edgar/data/1068875/000119312519223044/0001193125-19-223044-index.htm
2019-09-038-KCurrent reporthttps://www.sec.gov/Archives/edgar/data/1068875/000119312519236622/0001193125-19-236622-index.htm
2019-09-098-KCurrent reporthttps://www.sec.gov/Archives/edgar/data/1068875/000119312519241091/0001193125-19-241091-index.htm
2020-01-078-KCurrent reporthttps://www.sec.gov/Archives/edgar/data/1068875/000119312520002527/0001193125-20-002527-index.htm
2020-01-078-KCurrent reporthttps://www.sec.gov/Archives/edgar/data/1068875/000119312520002531/0001193125-20-002531-index.htm
2020-01-168-KCurrent reporthttps://www.sec.gov/Archives/edgar/data/1068875/000119312520008410/0001193125-20-008410-index.htm
2020-01-308-KCurrent reporthttps://www.sec.gov/Archives/edgar/data/1068875/000119312520018977/0001193125-20-018977-index.htm
2020-03-168-KCurrent reporthttps://www.sec.gov/Archives/edgar/data/1068875/000119312520074924/0001193125-20-074924-index.htm
2020-04-098-KCurrent reporthttps://www.sec.gov/Archives/edgar/data/1068875/000119312520102001/0001193125-20-102001-index.htm
2020-06-178-KCurrent reporthttps://www.sec.gov/Archives/edgar/data/1068875/000119312520170882/0001193125-20-170882-index.htm
2020-07-018-KCurrent reporthttps://www.sec.gov/Archives/edgar/data/1068875/000119312520185195/0001193125-20-185195-index.htm
2019-05-244Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000122160319000003/0001221603-19-000003-index.htm
2019-06-074Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000122160319000005/0001221603-19-000005-index.htm
2019-02-08SC 13G/AStatement of acquisition of beneficial ownership by individualshttps://www.sec.gov/Archives/edgar/data/1068875/000125889719001505/0001258897-19-001505-index.htm
2020-02-12SC 13G/AStatement of acquisition of beneficial ownership by individualshttps://www.sec.gov/Archives/edgar/data/1068875/000125889720000826/0001258897-20-000826-index.htm
2019-01-044Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000133430219000002/0001334302-19-000002-index.htm
2019-01-044Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000138896119000002/0001388961-19-000002-index.htm
2019-02-214Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000138896119000004/0001388961-19-000004-index.htm
2019-04-054Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000138896119000005/0001388961-19-000005-index.htm
2019-04-104Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000138896119000006/0001388961-19-000006-index.htm
2019-05-164Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000138896119000007/0001388961-19-000007-index.htm
2019-01-16SC 13G/AStatement of acquisition of beneficial ownership by individualshttps://www.sec.gov/Archives/edgar/data/1068875/000144554619000211/0001445546-19-000211-index.htm
2020-01-13SC 13G/AStatement of acquisition of beneficial ownership by individualshttps://www.sec.gov/Archives/edgar/data/1068875/000144554620000121/0001445546-20-000121-index.htm
2019-01-044Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000145308819000002/0001453088-19-000002-index.htm
2019-02-214Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000145308819000004/0001453088-19-000004-index.htm
2018-12-214Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000147009118000005/0001470091-18-000005-index.htm
2019-01-044Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000147009119000002/0001470091-19-000002-index.htm
2019-02-214Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000147009119000004/0001470091-19-000004-index.htm
2019-05-034Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000147009119000005/0001470091-19-000005-index.htm
2019-05-244Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000149749819000001/0001497498-19-000001-index.htm
2019-05-244Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000152152819000001/0001521528-19-000001-index.htm
2018-11-074Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000156091518000005/0001560915-18-000005-index.htm
2019-01-044Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000156091519000002/0001560915-19-000002-index.htm
2019-01-044Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000159944019000002/0001599440-19-000002-index.htm
2019-02-214Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000159944019000004/0001599440-19-000004-index.htm
2019-05-154Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000159944019000005/0001599440-19-000005-index.htm
2019-05-244Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000160741819000001/0001607418-19-000001-index.htm
2019-05-244Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000162512819000001/0001625128-19-000001-index.htm
2019-05-244Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000163546819000001/0001635468-19-000001-index.htm
2019-06-064Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000163546819000003/0001635468-19-000003-index.htm
2019-05-244Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000167614619000001/0001676146-19-000001-index.htm
2018-11-074Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000169936118000010/0001699361-18-000010-index.htm
2018-12-273Initial statement of beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000175707118000003/0001757071-18-000003-index.htm
2018-12-274Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000175707118000004/0001757071-18-000004-index.htm
2019-01-034Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000175707119000002/0001757071-19-000002-index.htm
2019-02-214Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000175707119000004/0001757071-19-000004-index.htm
2019-03-214Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000175707119000006/0001757071-19-000006-index.htm
2019-04-034Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000175707119000008/0001757071-19-000008-index.htm
2019-01-044Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000175730819000002/0001757308-19-000002-index.htm
2019-06-053Initial statement of beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000177817219000005/0001778172-19-000005-index.htm
2019-06-054Statement of changes in beneficial ownership of securitieshttps://www.sec.gov/Archives/edgar/data/1068875/000177817219000006/0001778172-19-000006-index.htm

Blucora, Inc (BCOR) Insider Transactions:

Here you will find a list of insider trading activities (stock purchases, sales, and option exercises) reported by insiders of Blucora, Inc (BCOR). Company insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise.
Insider Ownership: 235%
Institutional Ownership: 9540%

Transaction Date Insider Name Insider Title Type Shares Number Shares Price Total Transaction Shares Held After Transaction Link
2020-03-01Jana R SchreuderDirectorBuy10,250.0010,250.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000067/0001068875-20-000067-index.htm
2019-05-13John David PalmerPrincipal Accounting OfficerBuy3,302.0015.9052,501.8010,620.00https://www.sec.gov/Archives/edgar/data/1068875/000159944019000005/0001599440-19-000005-index.htm
2019-05-23CAROL HAYLESDirectorBuy3,972.0010,664.00https://www.sec.gov/Archives/edgar/data/1068875/000149749819000001/0001497498-19-000001-index.htm
2019-05-23John MacIlwaineDirectorBuy3,972.0010,664.00https://www.sec.gov/Archives/edgar/data/1068875/000162512819000001/0001625128-19-000001-index.htm
2020-01-30Christopher William WaltersChief Executive OfficerBuy85,616.00114,942.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000038/0001068875-20-000038-index.htm
2019-01-02Transient C TaylorChief HR OfficerBuy8,879.0012,914.00https://www.sec.gov/Archives/edgar/data/1068875/000133430219000002/0001334302-19-000002-index.htm
2020-09-09MARK A ERNSTDirectorBuy6,000.0010.5063,000.0014,000.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000159/0001068875-20-000159-index.htm
2019-06-05GEORGANNE PROCTORDirectorSell2,768.0031.2986,610.7214,680.00https://www.sec.gov/Archives/edgar/data/1068875/000122160319000005/0001221603-19-000005-index.htm
2020-05-21Christopher William WaltersChief Executive OfficerBuy37,313.00152,255.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000109/0001068875-20-000109-index.htm
2018-11-06Michael P HoganPres. Tax-Smart InnovationBuy7,874.0030.52240,300.3115,990.00https://www.sec.gov/Archives/edgar/data/1068875/000156091518000005/0001560915-18-000005-index.htm
2020-08-11Christopher William WaltersChief Executive OfficerBuy8,000.0011.4491,536.00160,255.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000148/0001068875-20-000148-index.htm
2019-05-24H. McIntyre GardnerDirectorSell2,500.0032.0580,136.7516,189.00https://www.sec.gov/Archives/edgar/data/1068875/000152152819000001/0001521528-19-000001-index.htm
2020-08-12Christopher William WaltersChief Executive OfficerBuy8,000.0011.6893,440.00168,255.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000148/0001068875-20-000148-index.htm
2019-05-23GEORGANNE PROCTORDirectorBuy3,972.0017,448.00https://www.sec.gov/Archives/edgar/data/1068875/000122160319000003/0001221603-19-000003-index.htm
2019-05-23H. McIntyre GardnerDirectorBuy3,972.0018,689.00https://www.sec.gov/Archives/edgar/data/1068875/000152152819000001/0001521528-19-000001-index.htm
2019-06-28GEORGANNE PROCTORDirectorBuy1,488.0018,936.00https://www.sec.gov/Archives/edgar/data/1068875/000106887519000072/0001068875-19-000072-index.htm
2020-08-28Karthik RaoDirectorBuy20,157.0020,157.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000157/0001068875-20-000157-index.htm
2020-08-12Marc MehlmanChief Financial OfficerBuy2,025.0011.5523,397.862,025.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000150/0001068875-20-000150-index.htm
2020-03-01MARK A ERNSTDirectorBuy10,250.0020,250.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000066/0001068875-20-000066-index.htm
2019-05-23Steven AldrichDirectorBuy3,972.0020,448.00https://www.sec.gov/Archives/edgar/data/1068875/000167614619000001/0001676146-19-000001-index.htm
2020-05-21Jana R SchreuderDirectorBuy11,061.0021,311.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000117/0001068875-20-000117-index.htm
2020-05-21CAROL HAYLESDirectorBuy11,061.0021,725.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000113/0001068875-20-000113-index.htm
2020-05-21John MacIlwaineDirectorBuy11,061.0021,725.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000116/0001068875-20-000116-index.htm
2019-01-02Curtis A CampbellPresident, TaxActBuy14,058.0022,086.00https://www.sec.gov/Archives/edgar/data/1068875/000175730819000002/0001757308-19-000002-index.htm
2020-01-09Enrique M VasquezPresident of Wealth ManagementBuy17,353.0024,478.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000028/0001068875-20-000028-index.htm
2020-04-27Marc MehlmanChief Financial OfficerBuy25,000.0025,000.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000087/0001068875-20-000087-index.htm
2019-01-02Michael P HoganPres. Tax-Smart InnovationBuy12,933.0028,923.00https://www.sec.gov/Archives/edgar/data/1068875/000156091519000002/0001560915-19-000002-index.htm
2019-05-23Christopher William WaltersDirectorBuy3,972.0029,326.00https://www.sec.gov/Archives/edgar/data/1068875/000160741819000001/0001607418-19-000001-index.htm
2020-03-16Mimi CarsleyInterim CFOBuy30,647.0030,647.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000073/0001068875-20-000073-index.htm
2020-05-21MARK A ERNSTDirectorBuy11,061.0031,311.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000115/0001068875-20-000115-index.htm
2020-05-21Steven AldrichDirectorBuy11,061.0031,509.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000119/0001068875-20-000119-index.htm
2020-01-09Transient C TaylorChief HR OfficerBuy21,235.0032,273.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000026/0001068875-20-000026-index.htm
2018-12-24Todd C MackayInterim CEO HD VestBuy18,464.0033,841.00https://www.sec.gov/Archives/edgar/data/1068875/000175707118000004/0001757071-18-000004-index.htm
2019-06-04Mary Slagle ZapponeDirectorSell6,432.0031.52202,736.6433,864.00https://www.sec.gov/Archives/edgar/data/1068875/000163546819000003/0001635468-19-000003-index.htm
2020-05-21GEORGANNE PROCTORDirectorBuy15,486.0034,422.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000118/0001068875-20-000118-index.htm
2020-01-09Stacy MurrayPrincipal Accounting OfficerBuy3,466.003,466.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000029/0001068875-20-000029-index.htm
2019-05-23WILLIAM L ATWELLDirectorBuy5,560.0035,642.00https://www.sec.gov/Archives/edgar/data/1068875/000118599219000001/0001185992-19-000001-index.htm
2020-01-09Curtis A CampbellPresident, TaxActBuy17,353.0036,096.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000031/0001068875-20-000031-index.htm
2019-04-01Todd C MackayInterim CEO HD VestSell7,267.0033.37242,499.7936,672.00https://www.sec.gov/Archives/edgar/data/1068875/000175707119000008/0001757071-19-000008-index.htm
2019-03-19Todd C MackayInterim CEO HD VestSell9,084.0032.50295,230.0036,855.00https://www.sec.gov/Archives/edgar/data/1068875/000175707119000006/0001757071-19-000006-index.htm
2019-01-02Todd C MackayInterim CEO HD VestBuy4,725.0037,583.00https://www.sec.gov/Archives/edgar/data/1068875/000175707119000002/0001757071-19-000002-index.htm
2019-05-28WILLIAM L ATWELLDirectorSell4,126.0032.22132,939.7239,456.00https://www.sec.gov/Archives/edgar/data/1068875/000118599219000002/0001185992-19-000002-index.htm
2019-05-02ANN J. BRUDERChief Legal Officer & Sec'ySell5,600.0035.00196,000.0039,931.00https://www.sec.gov/Archives/edgar/data/1068875/000147009119000005/0001470091-19-000005-index.htm
2019-05-23Mary Slagle ZapponeDirectorBuy3,972.0040,296.00https://www.sec.gov/Archives/edgar/data/1068875/000163546819000001/0001635468-19-000001-index.htm
2019-05-28WILLIAM L ATWELLDirectorBuy5,438.0016.5589,998.9041,080.00https://www.sec.gov/Archives/edgar/data/1068875/000118599219000002/0001185992-19-000002-index.htm
2018-11-05Robert D OrosCEO of H.D. Vest, Inc.Sell6,075.0030.31184,146.0142,515.00https://www.sec.gov/Archives/edgar/data/1068875/000169936118000010/0001699361-18-000010-index.htm
2019-05-28WILLIAM L ATWELLDirectorBuy1,877.0016.5531,064.3542,957.00https://www.sec.gov/Archives/edgar/data/1068875/000118599219000002/0001185992-19-000002-index.htm
2019-05-28WILLIAM L ATWELLDirectorBuy625.0016.5510,343.7543,582.00https://www.sec.gov/Archives/edgar/data/1068875/000118599219000002/0001185992-19-000002-index.htm
2019-04-01Todd C MackayInterim CEO HD VestBuy7,084.0016.32115,610.8843,939.00https://www.sec.gov/Archives/edgar/data/1068875/000175707119000008/0001757071-19-000008-index.htm
2020-01-09Michael P HoganPres. Tax-Smart InnovationBuy15,451.0044,104.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000032/0001068875-20-000032-index.htm
2019-01-02ANN J. BRUDERChief Legal Officer & Sec'yBuy9,248.0044,853.00https://www.sec.gov/Archives/edgar/data/1068875/000147009119000002/0001470091-19-000002-index.htm
2020-05-21Mary Slagle ZapponeDirectorBuy11,061.0044,925.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000114/0001068875-20-000114-index.htm
2019-05-02ANN J. BRUDERChief Legal Officer & Sec'yBuy3,000.0021.7065,100.0045,531.00https://www.sec.gov/Archives/edgar/data/1068875/000147009119000005/0001470091-19-000005-index.htm
2019-03-19Todd C MackayInterim CEO HD VestBuy8,855.0016.32144,513.6045,939.00https://www.sec.gov/Archives/edgar/data/1068875/000175707119000006/0001757071-19-000006-index.htm
2019-06-14Todd C MackayChief Bus. Dev & Ops OfficerBuy9,984.0046,656.00https://www.sec.gov/Archives/edgar/data/1068875/000106887519000053/0001068875-19-000053-index.htm
2020-01-09ANN J. BRUDERChief Legal Officer & Sec'yBuy11,568.0048,008.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000027/0001068875-20-000027-index.htm
2018-11-05Robert D OrosCEO of H.D. Vest, Inc.Buy5,445.0015.6084,942.0048,590.00https://www.sec.gov/Archives/edgar/data/1068875/000169936118000010/0001699361-18-000010-index.htm
2019-01-02Davinder S AthwalChief Financial OfficerBuy16,278.0048,930.00https://www.sec.gov/Archives/edgar/data/1068875/000145308819000002/0001453088-19-000002-index.htm
2019-06-14Todd C MackayChief Bus. Dev & Ops OfficerBuy4,661.0051,317.00https://www.sec.gov/Archives/edgar/data/1068875/000106887519000053/0001068875-19-000053-index.htm
2020-05-21ANN J. BRUDERChief Legal Officer & Sec'yBuy8,259.0053,945.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000111/0001068875-20-000111-index.htm
2020-05-21Curtis A CampbellPresident SoftwareBuy20,429.0056,525.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000112/0001068875-20-000112-index.htm
2020-01-31Stacy MurrayOfficerBuy2,217.005,683.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000040/0001068875-20-000040-index.htm
2019-05-15John David PalmerPrincipal Accounting OfficerSell161.0031.445,061.846,014.00https://www.sec.gov/Archives/edgar/data/1068875/000159944019000005/0001599440-19-000005-index.htm
2019-05-13John David PalmerPrincipal Accounting OfficerSell4,445.0031.64140,639.806,175.00https://www.sec.gov/Archives/edgar/data/1068875/000159944019000005/0001599440-19-000005-index.htm
2020-01-09Todd C MackayChief Bus. Dev & Ops OfficerBuy14,263.0063,648.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000030/0001068875-20-000030-index.htm
2019-12-16John S ClendeningPresident and CEOSell14,250.0024.92355,110.00643,467.00https://www.sec.gov/Archives/edgar/data/1068875/000106887519000125/0001068875-19-000125-index.htm
2019-10-07John S ClendeningPresident and CEOSell54,250.0021.201,150,100.00650,217.00https://www.sec.gov/Archives/edgar/data/1068875/000106887519000093/0001068875-19-000093-index.htm
2019-12-16John S ClendeningPresident and CEOBuy7,500.004.9837,350.00657,717.00https://www.sec.gov/Archives/edgar/data/1068875/000106887519000125/0001068875-19-000125-index.htm
2020-05-21ANN J. BRUDERChief Legal Officer & Sec'yBuy13,619.0065,940.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000111/0001068875-20-000111-index.htm
2019-07-16John S ClendeningPresident and CEOSell54,250.0029.011,573,792.50666,967.00https://www.sec.gov/Archives/edgar/data/1068875/000106887519000077/0001068875-19-000077-index.htm
2019-07-17John S ClendeningPresident and CEOSell10,000.0029.23292,300.00666,967.00https://www.sec.gov/Archives/edgar/data/1068875/000106887519000077/0001068875-19-000077-index.htm
2019-07-17John S ClendeningPresident and CEOBuy10,000.004.9849,800.00676,967.00https://www.sec.gov/Archives/edgar/data/1068875/000106887519000077/0001068875-19-000077-index.htm
2019-01-02John S ClendeningPresident and CEOBuy71,402.00684,701.00https://www.sec.gov/Archives/edgar/data/1068875/000138896119000002/0001388961-19-000002-index.htm
2019-05-16John S ClendeningPresident and CEOSell5,000.0032.00160,000.00688,752.00https://www.sec.gov/Archives/edgar/data/1068875/000138896119000007/0001388961-19-000007-index.htm
2019-05-15John S ClendeningPresident and CEOSell25,000.0031.29782,250.00693,752.00https://www.sec.gov/Archives/edgar/data/1068875/000138896119000007/0001388961-19-000007-index.htm
2019-05-14John S ClendeningPresident and CEOSell54,250.0031.671,718,097.50698,752.00https://www.sec.gov/Archives/edgar/data/1068875/000138896119000007/0001388961-19-000007-index.htm
2020-08-10MARK A ERNSTDirectorBuy7,000.0010.6874,746.007,000.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000146/0001068875-20-000146-index.htm
2019-10-07John S ClendeningPresident and CEOBuy37,500.004.98186,750.00704,467.00https://www.sec.gov/Archives/edgar/data/1068875/000106887519000093/0001068875-19-000093-index.htm
2019-06-03Enrique M VasquezPresident of Wealth ManagementBuy7,125.007,125.00https://www.sec.gov/Archives/edgar/data/1068875/000177817219000006/0001778172-19-000006-index.htm
2019-05-15John S ClendeningPresident and CEOBuy20,000.004.9899,600.00718,752.00https://www.sec.gov/Archives/edgar/data/1068875/000138896119000007/0001388961-19-000007-index.htm
2019-07-16John S ClendeningPresident and CEOBuy37,500.004.98186,750.00721,217.00https://www.sec.gov/Archives/edgar/data/1068875/000106887519000077/0001068875-19-000077-index.htm
2020-05-21Todd C MackayPresident of Wealth MgmtBuy10,069.0073,218.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000110/0001068875-20-000110-index.htm
2019-05-14John S ClendeningPresident and CEOBuy37,500.004.98186,750.00753,002.00https://www.sec.gov/Archives/edgar/data/1068875/000138896119000007/0001388961-19-000007-index.htm
2019-01-02John David PalmerPrincipal Accounting OfficerBuy2,934.007,613.00https://www.sec.gov/Archives/edgar/data/1068875/000159944019000002/0001599440-19-000002-index.htm
2019-04-08John S ClendeningPresident and CEOBuy141,667.004.98705,501.66783,651.00https://www.sec.gov/Archives/edgar/data/1068875/000138896119000006/0001388961-19-000006-index.htm
2020-09-08MARK A ERNSTDirectorBuy1,000.0010.8010,795.008,000.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000159/0001068875-20-000159-index.htm
2020-05-21Todd C MackayPresident of Wealth MgmtBuy16,791.0088,551.00https://www.sec.gov/Archives/edgar/data/1068875/000106887520000110/0001068875-20-000110-index.htm