Naveen Jain - Net Worth and Insider Trading
Naveen Jain Net Worth
The estimated net worth of Naveen Jain is at least $32 Million dollars as of 2025-04-25. Naveen Jain is the Former 10% Owner of Avantax Inc and owns about 1,249,211 shares of Avantax Inc (AVTA) stock worth over $32 Million. Details can be seen in Naveen Jain's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Naveen Jain has not made any transactions after 2003-08-26 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

Transaction Summary of Naveen Jain
Naveen Jain Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Naveen Jain owns 1 companies in total, including Avantax Inc (AVTA) .
Click here to see the complete history of Naveen Jain’s form 4 insider trades.
Insider Ownership Summary of Naveen Jain
Ticker | Company | Transaction Date | Type of Owner |
---|---|---|---|
AVTA | Avantax Inc | 2003-08-26 | 10 percent owner |
Naveen Jain Latest Holdings Summary
Naveen Jain currently owns a total of 1 stock. Naveen Jain owns 1,249,211 shares of Avantax Inc (AVTA) as of August 26, 2003, with a value of $32 Million.
Latest Holdings of Naveen Jain
Ticker | Company | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
AVTA | Avantax Inc | 2003-08-26 | 1,249,211 | 25.99 | 32,466,994 |
Holding Weightings of Naveen Jain
Naveen Jain Form 4 Trading Tracker
According to the SEC Form 4 filings, Naveen Jain has made a total of 0 transactions in Avantax Inc (AVTA) over the past 5 years. The most-recent trade in Avantax Inc is the sale of 685,027 shares on August 26, 2003, which brought Naveen Jain around $11 Million.
Insider Trading History of Naveen Jain
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Naveen Jain Trading Performance
Naveen Jain Ownership Network
Ownership Network List of Naveen Jain
Ownership Network Relation of Naveen Jain

Naveen Jain Owned Company Details
What does Avantax Inc do?
Who are the key executives at Avantax Inc?
Naveen Jain is the 10 percent owner of Avantax Inc. Other key executives at Avantax Inc include Principal Accounting Officer Stacy Murray , Chief Legal Officer & Corp Sec Tabitha Bailey , and Chief Financial Officer Marc Mehlman .
Avantax Inc (AVTA) Insider Trades Summary
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, 0 shares of Avantax Inc (AVTA) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Avantax Inc (AVTA)'s detailed insider trading history can be found in Insider Trading Tracker table.
Avantax Inc Insider Transactions
Naveen Jain Mailing Address
Above is the net worth, insider trading, and ownership report for Naveen Jain. Based on the public information released on the U.S. Securities and Exchange Commission (SEC) website, Naveen Jain's mailing address is: Bellevue Wa 98004.