| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
48,720,000 |
| Market
Cap: |
1.27(B) |
| Last
Volume: |
0 |
Avg
Vol: |
0 |
| 52
Week Range: |
$19.85 - $26.21 |
|
| Level
I Sector: |
Information Technology |
| Level
II Sector: |
Internet |
| Level
III Sector: |
Search Engines & Information |
|
Member Indexes:
|
| |
S&P COMPOSITE 1500 |
|
NASDAQ COMPOSITE |
| |
NASDAQ COMPUTER |
|
S&P SMALLCAP 600 |
| |
NASDAQ NNM COMPOSITE |
|
Rankings:
|
|
| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
|
| Guru Rank Number : - |
| Guru Rank Value : - |
| Guru Occurances : - |
|
|
|
|
|
| |
|
Company Profile Blucora is a provider of integrated tax-focused wealth management services and software. Co. has two reportable segments: the Wealth Management and the Tax Software. The Wealth Management segment provides tax-focused wealth management solutions for financial professionals, tax professionals, certified public accounting (CPA) firms, and their clients, and operates as a captive, or employee-based, registered investment advisor and wealth management business that partners with CPA firms. The Tax Preparation segment provides digital tax preparation solutions for consumers, small business owners, and tax professionals through its website www.TaxAct.com, and its mobile applications.
|
|
|
D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
|
|
Forms:
|
|
|
A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
|
|
|
3m +/-:
|
|
|
|
This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
|
|
|
|
Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
|
|
|
|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
|
|
|
|
|
| |
| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
0 |
0 |
5,000 |
| Total Buy Value |
$0 |
$0 |
$0 |
$118,650 |
| Total People Bought |
0 |
0 |
0 |
1 |
| Total Buy Transactions |
0 |
0 |
0 |
1 |
| Total Shares Sold |
0 |
0 |
0 |
8,494 |
| Total Sell Value |
$0 |
$0 |
$0 |
$246,666 |
| Total People Sold |
0 |
0 |
0 |
1 |
| Total Sell Transactions |
0 |
0 |
0 |
1 |
| End Date |
2024-01-28 |
2023-10-27 |
2023-04-28 |
2022-04-28 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Rao Karthik |
Director |
– • – |
2023-11-27 |
4 |
D |
$26.00 |
$1,076,712 |
D/D |
(41,412) |
0 |
|
- |
|
| Kotecha Kanayalal Amritlal |
Director |
– • – |
2023-11-27 |
4 |
D |
$26.00 |
$708,474 |
D/D |
(27,249) |
0 |
|
- |
|
| Walters Christopher William |
Chief Executive Officer |
• • – |
2023-11-27 |
4 |
D |
$26.00 |
$22,551,854 |
D/D |
(867,379) |
0 |
|
- |
|
| Walters Christopher William |
Chief Executive Officer |
• • – |
2023-11-27 |
4 |
A |
$0.00 |
$0 |
D/D |
513,258 |
128,807 |
|
- |
|
| Murray Stacy |
Principal Accounting Officer |
• – – |
2023-11-27 |
4 |
D |
$26.00 |
$73,996 |
D/D |
(2,846) |
0 |
|
- |
|
| Leaman J Richard Iii |
Director |
– • – |
2023-11-27 |
4 |
D |
$26.00 |
$578,474 |
D/D |
(22,249) |
0 |
|
- |
|
| Schreuder Jana R |
Director |
– • – |
2023-11-27 |
4 |
D |
$26.00 |
$1,106,716 |
D/D |
(42,566) |
0 |
|
- |
|
| Mackay Todd C |
President of Wealth Mgmt |
• – – |
2023-11-27 |
4 |
D |
$26.00 |
$6,423,248 |
D/D |
(247,048) |
0 |
|
- |
|
| Mackay Todd C |
President of Wealth Mgmt |
• – – |
2023-11-27 |
4 |
A |
$0.00 |
$0 |
D/D |
99,132 |
24,924 |
|
- |
|
| Perry Tina |
Director |
– • – |
2023-11-27 |
4 |
D |
$26.00 |
$825,838 |
D/D |
(31,763) |
0 |
|
- |
|
| Proctor Georganne |
Director |
– • – |
2023-11-27 |
4 |
D |
$26.00 |
$1,680,718 |
D/D |
(64,643) |
0 |
|
- |
|
| Mehlman Marc |
Chief Financial Officer |
• – – |
2023-11-27 |
4 |
D |
$26.00 |
$52,650 |
I/I |
(2,025) |
0 |
|
- |
|
| Mehlman Marc |
Chief Financial Officer |
• – – |
2023-11-27 |
4 |
D |
$26.00 |
$4,396,210 |
D/D |
(169,085) |
0 |
|
- |
|
| Mehlman Marc |
Chief Financial Officer |
• – – |
2023-11-27 |
4 |
A |
$0.00 |
$0 |
D/D |
80,718 |
21,467 |
|
- |
|
| Ernst Mark A |
Director |
– • – |
2023-11-27 |
4 |
D |
$26.00 |
$364,000 |
I/I |
(14,000) |
0 |
|
- |
|
| Ernst Mark A |
Director |
– • – |
2023-11-27 |
4 |
D |
$26.00 |
$2,666,716 |
D/D |
(102,566) |
0 |
|
- |
|
| Bailey Tabitha |
Chief Legal Officer & Corp Sec |
• – – |
2023-11-27 |
4 |
D |
$26.00 |
$488,462 |
D/D |
(18,787) |
0 |
|
- |
|
| Bailey Tabitha |
Chief Legal Officer & Corp Sec |
• – – |
2023-11-27 |
4 |
A |
$0.00 |
$0 |
D/D |
9,222 |
9,222 |
|
- |
|
| Hayles Carol |
Director |
– • – |
2023-11-27 |
4 |
D |
$26.00 |
$1,117,480 |
D/D |
(42,980) |
0 |
|
- |
|
| Murray Stacy |
Principal Accounting Officer |
• – – |
2023-06-26 |
4 |
D |
$22.14 |
$5,845 |
D/D |
(264) |
2,846 |
|
- |
|
| Walters Christopher William |
Chief Executive Officer |
• • – |
2023-05-23 |
4 |
D |
$21.75 |
$217,848 |
D/D |
(10,016) |
354,121 |
|
- |
|
| Walters Christopher William |
Chief Executive Officer |
• • – |
2023-05-23 |
4 |
OE |
$8.96 |
$139,498 |
D/D |
15,569 |
364,137 |
|
- |
|
| Mackay Todd C |
President of Wealth Mgmt |
• – – |
2023-05-21 |
4 |
D |
$21.25 |
$52,211 |
D/D |
(2,457) |
147,916 |
|
- |
|
| Walters Christopher William |
Chief Executive Officer |
• • – |
2023-05-21 |
4 |
D |
$21.25 |
$104,019 |
D/D |
(4,895) |
348,568 |
|
- |
|
| Kotecha Kanayalal Amritlal |
Director |
– • – |
2023-05-04 |
4 |
A |
$0.00 |
$0 |
D/D |
6,084 |
27,249 |
|
- |
|
1074 Records found
|
|
Page 1 of 43 |
|
|
