Edmund O Belsheim - Net Worth and Insider Trading

Edmund O Belsheim Net Worth

The estimated net worth of Edmund O Belsheim is at least $305,798 dollars as of 2025-05-08. Edmund O Belsheim is the Chief Administrative Officer of Avantax Inc and owns about 11,766 shares of Avantax Inc (AVTA) stock worth over $305,798. Details can be seen in Edmund O Belsheim'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 Edmund O Belsheim has not made any transactions after 2005-01-28 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Edmund O Belsheim

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Edmund O Belsheim Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Edmund O Belsheim owns 1 companies in total, including Avantax Inc (AVTA) .

Click here to see the complete history of Edmund O Belsheim’s form 4 insider trades.

Insider Ownership Summary of Edmund O Belsheim

Ticker Company Transaction Date Type of Owner
AVTA Avantax Inc 2005-01-28 director & Chief Administrative Officer

Edmund O Belsheim Latest Holdings Summary

Edmund O Belsheim currently owns a total of 1 stock. Edmund O Belsheim owns 11,766 shares of Avantax Inc (AVTA) as of January 28, 2005, with a value of $305,798.

Latest Holdings of Edmund O Belsheim

Ticker Company Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
AVTA Avantax Inc 2005-01-28 11,766 25.99 305,798

Holding Weightings of Edmund O Belsheim


Edmund O Belsheim Form 4 Trading Tracker

According to the SEC Form 4 filings, Edmund O Belsheim 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 15,000 shares on January 28, 2005, which brought Edmund O Belsheim around $705,000.

Insider Trading History of Edmund O Belsheim

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
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 limited to only officers and/or directors of the company.

Edmund O Belsheim Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Edmund O Belsheim Ownership Network

Ownership Network List of Edmund O Belsheim

No Data

Ownership Network Relation of Edmund O Belsheim

Insider Network Chart


Edmund O Belsheim Owned Company Details

What does Avantax Inc do?

Who are the key executives at Avantax Inc?

Edmund O Belsheim is the director & Chief Administrative Officer 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.

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Avantax Inc Insider Transactions

No Available Data

Edmund O Belsheim Mailing Address

Above is the net worth, insider trading, and ownership report for Edmund O Belsheim. Based on the public information released on the U.S. Securities and Exchange Commission (SEC) website, Edmund O Belsheim's mailing address is: Bellevue Wa 98004.