Marc Mehlman - Net Worth and Insider Trading
Marc Mehlman Net Worth
The estimated net worth of Marc Mehlman is at least $1 Million dollars as of 2024-05-06. Marc Mehlman is the CFO of Avantax Inc and owns about 53,662 shares of Avantax Inc (AVTA) stock worth over $1 Million. Details can be seen in Marc Mehlman's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Marc Mehlman has not made any transactions after 2021-12-15 and currently still holds the listed stock(s).
Transaction Summary of Marc Mehlman
Marc Mehlman Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Marc Mehlman owns 1 companies in total, including Avantax Inc (AVTA) .
Click here to see the complete history of Marc Mehlman’s form 4 insider trades.
Insider Ownership Summary of Marc Mehlman
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| AVTA | Avantax Inc | 2021-12-15 | Chief Financial Officer |
Marc Mehlman Latest Holdings Summary
Marc Mehlman currently owns a total of 1 stock. Marc Mehlman owns 53,662 shares of Avantax Inc (AVTA) as of December 15, 2021, with a value of $1 Million.
Latest Holdings of Marc Mehlman
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| AVTA | Avantax Inc | 2021-12-15 | 53,662 | 25.99 | 1,394,675 |
Holding Weightings of Marc Mehlman
Marc Mehlman Form 4 Trading Tracker
According to the SEC Form 4 filings, Marc Mehlman has made a total of 2 transactions in Avantax Inc (AVTA) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Avantax Inc is the acquisition of 10,000 shares on December 15, 2021, which cost Marc Mehlman around $165,000.
Insider Trading History of Marc Mehlman
- 1
Marc Mehlman Trading Performance
GuruFocus tracks the stock performance after each of Marc Mehlman's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Marc Mehlman is 5.72%. GuruFocus also compares Marc Mehlman's trading performance to market benchmark return within the same time period. The performance of stocks bought by Marc Mehlman within 3 months outperforms 1 times out of 2 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Marc Mehlman's insider trading performs compared to the benchmark.
Performance of Marc Mehlman
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -5.95 | | | | | |
| Relative Return to S&P 500(%) | -4.87 | | | | | |
Marc Mehlman Ownership Network
Marc Mehlman Owned Company Details
What does Avantax Inc do?
Who are the key executives at Avantax Inc?
Marc Mehlman is the Chief Financial Officer of Avantax Inc. Other key executives at Avantax Inc include Principal Accounting Officer Stacy Murray , Chief Legal Officer & Corp Sec Tabitha Bailey , and Interim CFO Mimi Carsley .
Avantax Inc (AVTA) Insider Trades Summary
Over the past 18 months, Marc Mehlman made no insider transaction in Avantax Inc (AVTA). Other recent insider transactions involving Avantax Inc (AVTA) include a net sale of 8,494 shares made by Stacy Murray , and a net purchase of 5,000 shares made by Kanayalal Amritlal Kotecha .
In summary, during the past 3 months, insiders sold 0 shares of Avantax Inc (AVTA) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 8,494 shares of Avantax Inc (AVTA) were sold and 5,000 shares were bought by its insiders, resulting in a net sale of 3,494 shares.
Avantax Inc (AVTA)'s detailed insider trading history can be found in Insider Trading Tracker table.
Avantax Inc Insider Transactions
Marc Mehlman Mailing Address
Above is the net worth, insider trading, and ownership report for Marc Mehlman. You might contact Marc Mehlman via mailing address: 6333 North State Highway 161, 4th Floor, C/o Blucora, Inc., Irving Tx 75038.
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