James Voelker - Net Worth and Insider Trading
James Voelker Net Worth
The estimated net worth of James Voelker is at least $233,910 dollars as of 2025-04-30. James Voelker is the Director of Avantax Inc and owns about 9,000 shares of Avantax Inc (AVTA) stock worth over $233,910. Details can be seen in James Voelker'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 James Voelker has not made any transactions after 2012-11-06 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of James Voelker
James Voelker Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, James Voelker owns 1 companies in total, including Avantax Inc (AVTA) .
Click here to see the complete history of James Voelker’s form 4 insider trades.
Insider Ownership Summary of James Voelker
| Ticker | Company | Transaction Date | Type of Owner |
|---|---|---|---|
| AVTA | Avantax Inc | 2012-11-06 | director & Chairman and CEO |
James Voelker Latest Holdings Summary
James Voelker currently owns a total of 1 stock. James Voelker owns 9,000 shares of Avantax Inc (AVTA) as of November 6, 2012, with a value of $233,910.
Latest Holdings of James Voelker
| Ticker | Company | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| AVTA | Avantax Inc | 2012-11-06 | 9,000 | 25.99 | 233,910 |
Holding Weightings of James Voelker
James Voelker Form 4 Trading Tracker
According to the SEC Form 4 filings, James Voelker 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 69,191 shares on November 6, 2012, which brought James Voelker around $1 Million.
Insider Trading History of James Voelker
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James Voelker Trading Performance
James Voelker Ownership Network
Ownership Network List of James Voelker
Ownership Network Relation of James Voelker
James Voelker Owned Company Details
What does Avantax Inc do?
Who are the key executives at Avantax Inc?
James Voelker is the director & Chairman and CEO 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.
Avantax Inc Insider Transactions
James Voelker Mailing Address
Above is the net worth, insider trading, and ownership report for James Voelker. Based on the public information released on the U.S. Securities and Exchange Commission (SEC) website, James Voelker's mailing address is: Bellevue Wa 98004.
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