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Top Direct Holders

HolderPositionShares% of Shares
Outstanding
Report Date
Mr. John T. HewittN/A1,591,65112.35%2016-05-20
Mr. Steven IbbotsonN/A92,5050.72%2015-09-18
Mr. Robert M. HowardDirector50,0000.39%2016-07-06
Ms. Ellen M. McDowellDirector46,6410.36%2016-07-13
Mr. Mark F. BaumgartnerN/A43,2480.34%2014-06-30
Mr. Mike PiperPresident, JTH Financial, LLC27,3000.21%2016-04-06
Mr. George T. RobsonN/A19,1890.15%2015-09-18
Mr. John R. GarelN/A16,5190.13%2016-05-02
Mr. James J. WheatonN/A14,8790.12%2014-11-04
Mr. Ross N. LongfieldN/A9,831less than 0.1%2015-09-18

Insider Charts

Insider Transactions

Insider Position Date Buy/Sell Shares Shares Owned Following This (Direct & Indirect) Trade Price ($) Cost ($1000) Price Change
Since Trade (%)
Share Ownership Details
McDowell Ellen MDirector2016-07-13Sell2,00046,641$14.0128.022.7846,641 (Direct)
Howard Robert MDirector2016-07-07Buy20,20050,000$13.07264.0110.1850,000 (Direct)
McDowell Ellen MDirector2016-06-30Sell2,00048,641$13.4826.966.8248,641 (Direct)
Howard Robert MDirector2016-06-27Buy3,80029,800$12.346.7417.0729,800 (Direct)
Howard Robert MDirector2016-06-21Buy1,00026,000$12.2512.2517.5526,000 (Direct)
Howard Robert MDirector2016-01-13Buy2,00025,000$19.9439.88-27.7825,000 (Direct)
Piper MichaelPresident, JTH Financial, LLC2016-01-13Buy1,25017,650$18.9423.68-23.9717,650 (Direct)
Howard Robert MDirector2016-01-06Buy1,00023,000$21.9721.97-34.4623,000 (Direct)
Howard Robert MDirector2016-01-04Buy7,95322,000$23.22184.67-37.9822,000 (Direct)
Howard Robert MDirector2015-12-31Buy12,04714,047$23.55283.71-38.8514,047 (Direct)
Howard Robert MDirector2015-12-23Buy2,0002,000$22.6245.24-36.342,000 (Direct)
Datatax Business Services Ltd10% Owner2015-07-16Sell144,3951,999,990$24.543543.45-41.321,999,990 (Direct)
Ibbotson StevenDirector, 10% Owner2015-07-16Sell144,3951,999,990$24.543543.45-41.32
1,999,990 (By Datatax Business Services Limited)
Piper MichaelPresident, JTH Financial, LLC2015-04-15Sell17,83813,550$29.2520.87-50.6813,550 (Direct)
Longfield Ross NDirector2015-04-15Sell10,0009,182$29.07290.7-50.469,182 (Direct)
Garel John RDirector2015-04-08Sell20,000840,115$29.03580.6-50.4
122,388 (By Envest II, LLC)
717,727 (By Envest III, LLC)
Piper MichaelPresident, JTH Financial, LLC2015-04-08Sell6,00031,388$29.29175.74-50.8431,388 (Direct)
Piper MichaelPresident, JTH Financial, LLC2015-04-02Sell35837,388$29.4610.55-51.1237,388 (Direct)
DAngelo GordonDirector2015-04-01Sell3760$28.9210.87-50.21Link
McDowell Ellen MDirector2015-03-25Sell7,50062,824$30.25226.88-52.462,824 (Direct)
McDowell Ellen MDirector2015-03-25Sell7,50050,007$30.25226.88-52.450,007 (Direct)
Ibbotson StevenDirector, 10% Owner2015-03-09Sell317,0002,144,385$29.259272.25-50.77
2,144,385 (By Datatax Business Services Limited)
Datatax Business Services Ltd10% Owner2015-03-09Sell317,0002,144,385$29.259272.25-50.772,144,385 (Direct)
Ibbotson StevenDirector, 10% Owner2015-01-15Sell2,1042,461,385$3573.64-58.86
2,461,385 (By Datatax Business Services Limited)
Datatax Business Services Ltd10% Owner2015-01-15Sell2,1042,461,385$3573.64-58.862,461,385 (Direct)
McDowell Ellen MDirector2015-01-15Sell2,00045,324$3570-58.8645,324 (Direct)
DAngelo GordonDirector2014-12-18Sell4,0160$35.9144.17-59.89Link
DAngelo GordonDirector2014-12-11Sell4014,016$35.814.36-59.784,016 (Direct)
McDowell Ellen MDirector2014-10-15Sell1,00046,207$34.834.8-58.6246,207 (Direct)
ROBSON GEORGE TDirector2014-10-14Sell20,00012,224$34.01680.2-57.6612,224 (Direct)
McDowell Ellen MDirector2014-10-10Sell1,00047,207$3434-57.6547,207 (Direct)
Longfield Ross NDirector2014-10-10Sell9037,580$33.9830.68-57.627,580 (Direct)
DAngelo GordonDirector2014-10-08Sell5,3450$33.56179.38-57.09Link
McDowell Ellen MDirector2014-10-07Sell1,00048,207$3434-57.6548,207 (Direct)
Ibbotson StevenDirector, 10% Owner2014-10-03Sell118,1352,463,489$33.113911.45-56.51
2,463,489 (By Datatax Business Services Limited)
Datatax Business Services Ltd10% Owner2014-10-03Sell118,1352,463,489$33.113911.45-56.512,463,489 (Direct)
DAngelo GordonDirector2014-09-08Sell4800$34.0516.34-57.71Link
Carroll Christopher JosephFormer VP, Sales & Marketing2014-07-23Sell45,0000$34.071533.15-57.73Link
DAngelo GordonDirector2014-07-14Sell2,0004,386$33.8767.74-57.484,386 (Direct)
ROBSON GEORGE TDirector2014-07-14Sell30,00032,224$33.971019.1-57.6132,224 (Direct)
DAngelo GordonDirector2014-07-07Sell8006,386$33.7226.98-57.36,386 (Direct)
Baumgartner Mark FChief Investment Officer2014-07-01Sell30,49943,248$33.751029.34-57.3343,248 (Direct)
DAngelo GordonDirector2014-06-30Sell1,4007,186$33.8247.35-57.427,186 (Direct)
Ibbotson StevenDirector, 10% Owner2014-06-23Sell116,4372,581,624$313609.55-53.55
2,581,624 (By Datatax Business Services Limited)
Datatax Business Services Ltd10% Owner2014-06-23Sell116,4372,581,624$313609.55-53.552,581,624 (Direct)
DAngelo GordonDirector2014-06-23Sell5,4918,586$30.64168.24-538,586 (Direct)
McDowell Ellen MDirector2014-04-15Sell1,25046,357$27.4134.26-47.4646,357 (Direct)
ROBSON GEORGE TDirector2014-04-14Sell10,00062,224$26.56265.6-45.7862,224 (Direct)
Baumgartner Mark FCFO
(Click for the stocks that their CFOs have bought)
2014-03-20Sell14,58328,401$26.99393.6-46.6528,401 (Direct)
0 (By 401k Plan)
0 (By Individual Retirement Account)
Daniels Thomas SChief Accounting Officer2014-03-19Sell15,1664,850$26.98409.18-46.63
4,850 (By Individual Retirement Account)
Wheaton James JGeneral Counsel/Vice President2014-03-17Sell7,9654,000$27215.06-46.67
4,000 (By Individual Retirement Account)
Ibbotson StevenDirector, 10% Owner2014-03-17Sell121,5663,569,325$273282.28-46.6771,254 (Direct)
3,498,071 (By Datatax Business Services LTD)
Datatax Business Services Ltd10% Owner2014-03-17Sell61,5663,498,071$271662.28-46.673,498,071 (Direct)
ROBSON GEORGE TDirector2014-01-15Sell10,00097,677$23.13231.3-37.7497,677 (Direct)
DAngelo GordonDirector2013-12-13Sell4,0000$23.594-38.72Link
Datatax Business Services Ltd10% Owner2013-12-12Sell120,3733,559,627$23.172789.04-37.853,559,627 (Direct)
Ibbotson StevenDirector, 10% Owner2013-12-12Sell120,3733,559,627$23.172789.04-37.85
3,559,627 (By Datatax Business Services Limited)
EDISON VENTURE FUND IV LP2013-12-12Sell120,3731,083,827$23.172789.04-37.851,083,827 (Direct)
Garel John RDirector2013-06-14Sell18,508831,097$16.21300.01-11.17
120,134 (By Envest II, LLC)
710,963 (By Envest III, LLC)
Longfield Ross NDirector2013-05-28Sell9,0973,903$16.49150.01-12.673,903 (Direct)
ROBSON GEORGE TDirector2013-05-01Sell8,696106,304$17.25150.01-16.52106,304 (Direct)
Ibbotson StevenDirector, 10% Owner2013-04-12Sell8,7523,818,281$17.14150.01-15.99129,881 (Direct)
3,680,000 (By Datatax Business Services Limited)
8,400 (By 714718 Alberta, Ltd.)
EDISON VENTURE FUND IV LP10% Owner2013-04-08Sell19,0001,204,200$16.05304.95-10.281,204,200 (Direct)
EDISON VENTURE FUND IV LP10% Owner2013-04-01Sell128,6271,223,200$15.82032.31-8.861,223,200 (Direct)
DAngelo GordonDirector2013-03-26Sell4,4004,000$15.4968.16-7.044,000 (Direct)
DAngelo GordonDirector2013-03-22Sell7,6008,400$15.49117.72-7.048,400 (Direct)
Golding Gary PatrickDirector, 10% Owner2013-03-22Sell100,0001,303,200$15.551555-7.4
1,303,200 (By Edison Venture Fund IV, L.P.)
EDISON VENTURE FUND IV LP10% Owner2013-03-22Sell100,0001,303,200$15.551555-7.41,303,200 (Direct)
McDowell Ellen MDirector2012-10-16Sell4,70046,387$15.0570.74-4.3246,387 (Direct)
McDowell Ellen MDirector2012-10-16Sell5,00046,387$15.0675.3-4.3846,387 (Direct)
Daniels Thomas SChief Accounting Officer2012-09-27Buy1,8504,850$12.1422.4618.62
4,850 (By Individual Retirement Account)
Baumgartner Mark FCFO
(Click for the stocks that their CFOs have bought)
2012-09-07Buy4,50085,984$9.8344.2446.4985,984 (Direct)
Wheaton James JGeneral Counsel/Vice President2012-07-11Buy4,0004,000$13.4153.647.38
4,000 (By Individual Retirement Account)
Daniels Thomas SChief Accounting Officer2012-07-05Buy3,0003,000$13.6240.865.733,000 (Direct)

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 only limited to Officers and/or Directors of the company.

"Shares" change (fifth column), "Shares Owned Following This (Direct & Indirect)" transactions (sixth column), and "Trade Price ($)" (seventh column) are split adjusted. The "Share Ownership Details" (last column) displayed data is as of reported (also split adjusted).

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