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.

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Transaction Summary of Naveen Jain

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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

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Naveen Jain Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Naveen Jain Ownership Network

Ownership Network List of Naveen Jain

No Data

Ownership Network Relation of Naveen Jain

Insider Network Chart

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.

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Avantax Inc Insider Transactions

No Available Data

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.