Lance G Dunn - Net Worth and Insider Trading
Lance G Dunn Net Worth
The estimated net worth of Lance G Dunn is at least $2 Million dollars as of 2024-05-14. Lance G Dunn is the Director of Avantax Inc and owns about 59,630 shares of Avantax Inc (AVTA) stock worth over $2 Million. Details can be seen in Lance G Dunn's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Lance G Dunn has not made any transactions after 2018-09-28 and currently still holds the listed stock(s).
Transaction Summary of Lance G Dunn
Lance G Dunn Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Lance G Dunn owns 1 companies in total, including Avantax Inc (AVTA) .
Click here to see the complete history of Lance G Dunn’s form 4 insider trades.
Insider Ownership Summary of Lance G Dunn
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
AVTA | Avantax Inc | 2018-09-28 | director |
Lance G Dunn Latest Holdings Summary
Lance G Dunn currently owns a total of 1 stock. Lance G Dunn owns 59,630 shares of Avantax Inc (AVTA) as of September 28, 2018, with a value of $2 Million.
Latest Holdings of Lance G Dunn
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
AVTA | Avantax Inc | 2018-09-28 | 59,630 | 25.99 | 1,549,784 |
Holding Weightings of Lance G Dunn
Lance G Dunn Form 4 Trading Tracker
According to the SEC Form 4 filings, Lance G Dunn 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 27,000 shares on September 28, 2018, which brought Lance G Dunn around $1 Million.
Insider Trading History of Lance G Dunn
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Lance G Dunn Trading Performance
GuruFocus tracks the stock performance after each of Lance G Dunn's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Lance G Dunn is -26.73%. GuruFocus also compares Lance G Dunn's trading performance to market benchmark return within the same time period. The performance of stocks bought by Lance G Dunn within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Lance G Dunn's insider trading performs compared to the benchmark.
Performance of Lance G Dunn
Lance G Dunn Ownership Network
Ownership Network List of Lance G Dunn
Ownership Network Relation of Lance G Dunn
Lance G Dunn Owned Company Details
What does Avantax Inc do?
Who are the key executives at Avantax Inc?
Lance G Dunn is the director 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
Over the past 18 months, Lance G Dunn 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
Lance G Dunn Mailing Address
Above is the net worth, insider trading, and ownership report for Lance G Dunn. You might contact Lance G Dunn via mailing address: 10900 Ne 8th Street, Ste. 800, Bellevue Wa 98004.