2024-02-23 |
2024-02-23 |
PS
Planned sale
|
Jones Jeffrey J II
President & CEO
Executive Director
|
85,921
-10.2%
49.21
4,228,593
USD
|
85,921
-10.2%
|
49.21
|
4,228,593
USD
|
|
2024-02-20 |
2024-02-15 |
PS
Planned sale
|
Jones Jeffrey J II
President & CEO
Executive Director
|
14,938
-1.7%
48.02
717,353
USD
|
14,938
-1.7%
|
48.02
|
717,353
USD
|
|
2023-11-27 |
2023-11-27 |
S
Sale
|
Bowen Tony G
Chief Financial Officer
Officer
|
46,892
-27.2%
47.10
2,208,510
USD
|
46,892
-27.2%
|
47.10
|
2,208,510
USD
|
|
2023-09-12 |
2023-09-11 |
S
Sale
|
Logerwell Kellie J
VP & Chief Acct Officer
Officer
|
8,000
-22.4%
39.61
316,845
USD
|
8,000
-22.4%
|
39.61
|
316,845
USD
|
|
2023-08-16 |
2023-08-16 |
PS
Planned sale
|
Jones Jeffrey J II
President & CEO
Executive Director
|
91,192
-10.1%
38.00
3,465,296
USD
|
91,192
-10.1%
|
38.00
|
3,465,296
USD
|
|
2023-05-23 |
2023-05-19 |
B
Purchase
|
Johnson Richard A
Non-Executive Director
|
10,000
+17.0%
29.54
295,380
USD
|
10,000
+17.0%
|
29.54
|
295,380
USD
|
|
2023-05-11 |
2023-05-11 |
B
Purchase
|
Gerard Robert A
Non-Executive Director
|
500
+0.2%
32.13
16,064
USD
|
500
+0.2%
|
32.13
|
16,064
USD
|
|
2022-12-15 |
2022-12-14 |
PS
Planned sale
|
Jones Jeffrey J II
President & CEO
Executive Director
|
66,000
-10.0%
42.07
2,776,620
USD
|
66,000
-10.0%
|
42.07
|
2,776,620
USD
|
|
2022-12-15 |
2022-12-13 |
PS
Planned sale
|
Jones Jeffrey J II
President & CEO
Executive Director
|
18,009
-2.7%
42.11
758,424
USD
|
18,009
-2.7%
|
42.11
|
758,424
USD
|
|
2022-11-07 |
2022-11-03 |
B
Purchase
|
Gerard Robert A
Non-Executive Director
|
500
+0.2%
37.89
18,946
USD
|
500
+0.2%
|
37.89
|
18,946
USD
|
|
2022-09-09 |
2022-09-07 |
S
Sale
|
Orosco Karen A
Pres., Global Consumer Tax & S
Officer
|
50,000
-35.8%
45.00
2,250,000
USD
|
50,000
-35.8%
|
45.00
|
2,250,000
USD
|
|
2022-08-19 |
2022-08-18 |
S
Sale
|
Logerwell Kellie J
VP & Chief Acct Officer
Officer
|
6,500
-25.7%
48.77
316,973
USD
|
6,500
-25.7%
|
48.77
|
316,973
USD
|
|
2022-08-19 |
2022-08-18 |
S
Sale
|
Bowen Tony G
Chief Financial Officer
Officer
|
64,741
-44.8%
48.35
3,130,098
USD
|
64,741
-44.8%
|
48.35
|
3,130,098
USD
|
|
2022-08-18 |
2022-08-16 |
S
Sale
|
Wood Christianna
Non-Executive Director
|
7,392
-100.0%
46.96
347,129
USD
|
7,392
-100.0%
|
46.96
|
347,129
USD
|
|
2022-08-18 |
2022-08-16 |
S
Sale
|
Wood Christianna
Non-Executive Director
|
5,188
-100.0%
46.96
243,629
USD
|
5,188
-100.0%
|
46.96
|
243,629
USD
|
|
2021-11-08 |
2021-11-04 |
B
Purchase
|
Gerard Robert A
Non-Executive Director
|
5,000
+2.0%
25.14
125,696
USD
|
5,000
+2.0%
|
25.14
|
125,696
USD
|
|
2021-09-01 |
2021-08-31 |
S
Sale
|
GERKE THOMAS A
Gen. Counsel & Chief Admin Off
Officer
|
20,000
-19.0%
25.83
516,520
USD
|
20,000
-19.0%
|
25.83
|
516,520
USD
|
|
2020-12-22 |
2020-12-21 |
B
Purchase
|
Jones Jeffrey J II
President & CEO
Executive Director
|
3,310
+1.0%
15.05
49,812
USD
|
3,310
+1.0%
|
15.05
|
49,812
USD
|
|
2020-09-08 |
2020-09-03 |
B
Purchase
|
Gerard Robert A
Non-Executive Director
|
12,000
+133.3%
15.17
181,990
USD
|
12,000
+133.3%
|
15.17
|
181,990
USD
|
|
2020-09-08 |
2020-09-03 |
B
Purchase
|
Jones Jeffrey J II
President & CEO
Executive Director
|
13,150
+4.0%
15.04
197,763
USD
|
13,150
+4.0%
|
15.04
|
197,763
USD
|
|
2019-07-03 |
2019-07-02 |
S
Sale
|
Logerwell Kellie J
VP & Chief Acct Officer
|
3,000
-37.8%
28.68
86,040
USD
|
3,000
-37.8%
|
28.68
|
86,040
USD
|
|
2018-08-31 |
2018-08-30 |
S
Sale
|
GERKE THOMAS A
Gen. Counsel & Chief Admin Off
Officer
|
70,000
-50.7%
26.54
1,857,800
USD
|
70,000
-50.7%
|
26.54
|
1,857,800
USD
|
|
2018-06-25 |
2018-06-22 |
B
Purchase
|
Gerard Robert A
|
1,000
+12.5%
23.18
23,180
USD
|
1,000
+12.5%
|
23.18
|
23,180
USD
|
|
2017-07-19 |
2017-07-18 |
S
Sale
|
Collins Kathryn M
SVP, Chief Mktg & Strat Off
Officer
|
2,931
-14.4%
30.35
88,944
USD
|
2,931
-14.4%
|
30.35
|
88,944
USD
|
|
2017-07-17 |
2017-07-14 |
S
Sale
|
Logerwell Kellie J
VP & Chief Acct Officer
Officer
|
800
-15.4%
30.71
24,569
USD
|
800
-15.4%
|
30.71
|
24,569
USD
|
|
2017-07-05 |
2017-06-30 |
S
Sale
|
COBB WILLIAM C
President and CEO
Executive Director
|
300,700
-37.7%
31.11
9,355,559
USD
|
300,700
-37.7%
|
31.11
|
9,355,559
USD
|
|
2017-06-29 |
2017-06-28 |
S
Sale
|
WRIGHT JAMES F
|
10,000
-19.7%
30.67
306,690
USD
|
10,000
-19.7%
|
30.67
|
306,690
USD
|
|
2017-06-29 |
2017-06-28 |
S
Sale
|
COBB WILLIAM C
President and CEO
Executive Director
|
198,765
-26.5%
30.96
6,154,579
USD
|
198,765
-26.5%
|
30.96
|
6,154,579
USD
|
|
2017-06-29 |
2017-06-27 |
S
Sale
|
COBB WILLIAM C
President and CEO
Executive Director
|
188,975
-25.5%
31.43
5,939,446
USD
|
188,975
-25.5%
|
31.43
|
5,939,446
USD
|
|
2017-06-22 |
2017-06-21 |
S
Sale
|
COBB WILLIAM C
President and CEO
Executive Director
|
250,000
-31.2%
30.84
7,709,075
USD
|
250,000
-31.2%
|
30.84
|
7,709,075
USD
|
|
2017-06-22 |
2017-06-20 |
S
Sale
|
COBB WILLIAM C
President and CEO
Executive Director
|
500,000
-38.4%
30.18
15,090,000
USD
|
500,000
-38.4%
|
30.18
|
15,090,000
USD
|
|
2017-06-22 |
2017-06-20 |
S
Sale
|
Collins Kathryn M
SVP, Chief Mktg & Strat Off
|
7,000
-25.4%
30.36
212,526
USD
|
7,000
-25.4%
|
30.36
|
212,526
USD
|
|
2017-06-20 |
2017-06-19 |
S
Sale
|
LEWIS DAVID B
|
8,000
-9.7%
30.01
240,080
USD
|
8,000
-9.7%
|
30.01
|
240,080
USD
|
|
2017-06-19 |
2017-06-15 |
S
Sale
|
SEIP TOM D
|
6,300
-6.9%
29.84
187,979
USD
|
6,300
-6.9%
|
29.84
|
187,979
USD
|
|
2016-09-06 |
2016-09-01 |
B
Purchase
|
Macfarlane Gregory J
SVP, U.S. Retail Prods & Ops
Officer
|
4,618
+3.9%
21.65
99,999
USD
|
4,618
+3.9%
|
21.65
|
99,999
USD
|
|
2016-07-01 |
2016-06-30 |
S
Sale
|
Brown Jeffrey
Chief Accounting and Risk Offi
Officer
|
16,067
-14.0%
22.86
367,263
USD
|
16,067
-14.0%
|
22.86
|
367,263
USD
|
|
2016-06-29 |
2016-06-27 |
S
Sale
|
Brown Jeffrey
Chief Accounting and Risk Offi
Officer
|
105,896
-50.8%
21.83
2,312,049
USD
|
105,896
-50.8%
|
21.83
|
2,312,049
USD
|
|
2016-06-16 |
2016-06-16 |
B
Purchase
|
Gerard Robert A
Non-Executive Director
|
2,000
+33.3%
23.33
46,652
USD
|
2,000
+33.3%
|
23.33
|
46,652
USD
|
|
2016-06-14 |
2016-06-13 |
B
Purchase
|
Brown Paul J
Non-Executive Director
|
2,500
+78.1%
23.97
59,913
USD
|
2,500
+78.1%
|
23.97
|
59,913
USD
|
|
2015-12-31 |
2015-12-29 |
S
Sale
|
Macfarlane Gregory J
Chief Financial Officer
Officer
|
265,778
-73.8%
33.51
8,905,158
USD
|
265,778
-73.8%
|
33.51
|
8,905,158
USD
|
|
2015-12-18 |
2015-12-16 |
S
Sale
|
Brown Jeffrey
Chief Accounting and Risk Offi
Officer
|
50,000
-44.0%
33.30
1,665,020
USD
|
50,000
-44.0%
|
33.30
|
1,665,020
USD
|
|
2015-12-14 |
2015-12-11 |
S
Sale
|
Houseworth Jason
President, US Tax Product Str
Officer
|
42,647
-42.8%
32.31
1,378,125
USD
|
42,647
-42.8%
|
32.31
|
1,378,125
USD
|
|
2015-12-14 |
2015-12-10 |
S
Sale
|
Houseworth Jason
President, US Tax Product Str
Officer
|
750
-37.5%
33.14
24,855
USD
|
750
-37.5%
|
33.14
|
24,855
USD
|
|
2015-12-14 |
2015-12-10 |
S
Sale
|
Houseworth Jason
President, US Tax Product Str
Officer
|
19,978
-32.7%
32.98
658,958
USD
|
19,978
-32.7%
|
32.98
|
658,958
USD
|
|
2015-07-01 |
2015-06-30 |
S
Sale
|
LEWIS DAVID B
Non-Executive Director
|
8,000
-66.7%
29.50
235,984
USD
|
8,000
-66.7%
|
29.50
|
235,984
USD
|
|
2015-06-25 |
2015-06-23 |
S
Sale
|
SEIP TOM D
Non-Executive Director
|
7,463
-36.5%
31.30
233,592
USD
|
7,463
-36.5%
|
31.30
|
233,592
USD
|
|
2015-01-20 |
2015-01-16 |
S
Sale
|
Brown Jeffrey
Chief Accounting and Risk Offi
Officer
|
7,680
-17.3%
32.00
245,760
USD
|
7,680
-17.3%
|
32.00
|
245,760
USD
|
|
2014-07-28 |
2014-07-25 |
S
Sale
|
Brown Jeffrey
Chief Accounting and Risk Offi
Officer
|
5,000
-10.1%
32.52
162,600
USD
|
5,000
-10.1%
|
32.52
|
162,600
USD
|
|
2013-06-17 |
2013-06-14 |
S
Sale
|
SEIP TOM D
Non-Executive Director
|
6,054
-36.8%
28.62
173,235
USD
|
6,054
-36.8%
|
28.62
|
173,235
USD
|
|
2012-07-18 |
2012-07-17 |
S
Sale
|
Houseworth Jason
President, U.S. Tax Services
Officer
|
8,081
-25.1%
16.54
133,677
USD
|
8,081
-25.1%
|
16.54
|
133,677
USD
|
|
2012-07-10 |
2012-07-09 |
B
Purchase
|
Macfarlane Gregory J
Chief Financial Officer
Officer
|
6,300
+11.8%
16.05
101,119
USD
|
6,300
+11.8%
|
16.05
|
101,119
USD
|
|
2012-07-03 |
2012-07-02 |
B
Purchase
|
Brown Paul J
Non-Executive Director
|
1,200
+60.0%
16.01
19,208
USD
|
1,200
+60.0%
|
16.01
|
19,208
USD
|
|
2011-09-30 |
2011-09-29 |
B
Purchase
|
REICH VICTORIA
Non-Executive Director
|
200
+6.1%
13.65
2,730
USD
|
200
+6.1%
|
13.65
|
2,730
USD
|
|
2011-09-30 |
2011-09-29 |
B
Purchase
|
REICH VICTORIA
Non-Executive Director
|
3,300
+inf%
13.64
45,012
USD
|
3,300
+inf%
|
13.64
|
45,012
USD
|
|
2011-09-23 |
2011-09-21 |
B
Purchase
|
ROHDE BRUCE
Non-Executive Director
|
10,000
+91.7%
13.70
137,000
USD
|
10,000
+91.7%
|
13.70
|
137,000
USD
|
|
2011-09-20 |
2011-09-16 |
B
Purchase
|
Brown Paul J
Non-Executive Director
|
100
+5.3%
14.28
1,428
USD
|
100
+5.3%
|
14.28
|
1,428
USD
|
|
2011-09-20 |
2011-09-16 |
B
Purchase
|
Gerard Robert A
Non-Executive Director
|
5,000
+20.6%
14.18
70,887
USD
|
5,000
+20.6%
|
14.18
|
70,887
USD
|
|
2011-09-20 |
2011-09-16 |
B
Purchase
|
WRIGHT JAMES F
Non-Executive Director
|
10,000
+inf%
14.18
141,800
USD
|
10,000
+inf%
|
14.18
|
141,800
USD
|
|
2011-09-20 |
2011-09-16 |
B
Purchase
|
Brown Paul J
Non-Executive Director
|
1,900
+inf%
14.28
27,127
USD
|
1,900
+inf%
|
14.28
|
27,127
USD
|
|
2011-09-15 |
2011-09-14 |
B
Purchase
|
COBB WILLIAM C
President and CEO
Executive Director
|
10,000
+200.0%
13.40
134,047
USD
|
10,000
+200.0%
|
13.40
|
134,047
USD
|
|
2011-09-08 |
2011-09-06 |
B
Purchase
|
Brown Jeffrey
SVP and CFO
Officer
|
5,000
+19.6%
13.13
65,650
USD
|
5,000
+19.6%
|
13.13
|
65,650
USD
|
|
2010-09-14 |
2010-09-13 |
B
Purchase
|
BENNETT ALAN M
President and CEO
Executive Director
|
5,000
+50.6%
12.86
64,290
USD
|
5,000
+50.6%
|
12.86
|
64,290
USD
|
|
2010-09-14 |
2010-09-13 |
B
Purchase
|
COBB WILLIAM C
Non-Executive Director
|
5,000
+inf%
12.83
64,150
USD
|
5,000
+inf%
|
12.83
|
64,150
USD
|
|
2010-07-23 |
2010-07-21 |
B
Purchase
|
Wood Christianna
Non-Executive Director
|
4,525
+157.8%
14.82
67,061
USD
|
4,525
+157.8%
|
14.82
|
67,061
USD
|
|
2010-07-23 |
2010-07-21 |
B
Purchase
|
Wood Christianna
Non-Executive Director
|
2,223
+75.0%
14.84
32,989
USD
|
2,223
+75.0%
|
14.84
|
32,989
USD
|
|
2010-07-23 |
2010-07-21 |
B
Purchase
|
Wood Christianna
Non-Executive Director
|
2,965
+inf%
14.80
43,882
USD
|
2,965
+inf%
|
14.80
|
43,882
USD
|
|
2010-03-15 |
2010-03-12 |
B
Purchase
|
ANDREWS CHARLES ELLIOTT
President, RSM McGladrey
Officer
|
15,000
+inf%
16.82
252,353
USD
|
15,000
+inf%
|
16.82
|
252,353
USD
|
|
2009-07-01 |
2009-07-01 |
B
Purchase
|
Wood Christianna
Non-Executive Director
|
2,867
+57.5%
17.43
49,972
USD
|
2,867
+57.5%
|
17.43
|
49,972
USD
|
|
2008-10-28 |
2008-10-27 |
B
Purchase
|
Breeden Richard C
Non-Executive Director
|
2,857,143
+27.4%
17.50
50,000,003
USD
|
2,857,143
+27.4%
|
17.50
|
50,000,003
USD
|
|
2008-10-28 |
2008-10-24 |
B
Purchase
|
Gerard Robert A
Non-Executive Director
|
6,000
+inf%
15.86
95,172
USD
|
6,000
+inf%
|
15.86
|
95,172
USD
|
|
2008-08-01 |
2008-07-30 |
S
Sale
|
ALLANSON THOMAS A
President, Digital
Officer
|
99,579
-88.8%
24.00
2,389,896
USD
|
99,579
-88.8%
|
24.00
|
2,389,896
USD
|
|
2008-08-01 |
2008-07-30 |
S
Sale
|
ALLANSON THOMAS A
President, Digital
Officer
|
200
-0.2%
24.02
4,804
USD
|
200
-0.2%
|
24.02
|
4,804
USD
|
|
2008-07-03 |
2008-07-01 |
S
Sale
|
HALE ROGER W
Non-Executive Director
|
12,000
-15.3%
21.55
258,600
USD
|
12,000
-15.3%
|
21.55
|
258,600
USD
|
|
2008-04-10 |
2008-04-09 |
B
Purchase
|
Breeden Richard C
Non-Executive Director
|
50,000
+0.5%
21.73
1,086,615
USD
|
50,000
+0.5%
|
21.73
|
1,086,615
USD
|
|
2008-04-10 |
2008-04-09 |
B
Purchase
|
Breeden Richard C
Non-Executive Director
|
100,000
+1.0%
21.79
2,179,280
USD
|
100,000
+1.0%
|
21.79
|
2,179,280
USD
|
|