|
2025-04-18 |
2025-04-16 |
PS
Planned sale
|
Jones Jeffrey J II
President & CEO
Executive Director
|
1,000
-6.0%
63.28
USD 3,405,097
|
1,000
-6.0%
|
63.28
|
USD 100,000
|
|
|
2024-09-17 |
2024-09-16 |
S
Sale
|
Logerwell Kellie J
VP & Chief Acct Officer
Officer
|
8,000
-30.2%
64.41
USD 515,281
|
8,000
-30.2%
|
64.41
|
USD 515,281
|
|
|
2024-09-04 |
2024-09-03 |
PS
Planned sale
|
Jones Jeffrey J II
President & CEO
Executive Director
|
9,722
-1.1%
63.07
USD 613,167
|
9,722
-1.1%
|
63.07
|
USD 613,167
|
|
|
2024-08-20 |
2024-08-19 |
S
Sale
|
Bowen Tony G
Chief Financial Officer
Officer
|
79,259
-46.8%
65.17
USD 5,165,594
|
79,259
-46.8%
|
65.17
|
USD 5,165,594
|
|
|
2024-08-20 |
2024-08-19 |
S
Sale
|
Redler Dara S
Chief Legal Officer
Officer
|
9,100
-29.2%
64.10
USD 583,310
|
9,100
-29.2%
|
64.10
|
USD 583,310
|
|
|
2024-08-20 |
2024-08-19 |
S
Sale
|
Logerwell Kellie J
VP & Chief Acct Officer
Officer
|
9,846
-28.2%
65.00
USD 639,990
|
9,846
-28.2%
|
65.00
|
USD 639,990
|
|
|
2024-07-01 |
2024-07-01 |
PS
Planned sale
|
Jones Jeffrey J II
President & CEO
Executive Director
|
44,975
-5.9%
54.55
USD 2,453,197
|
44,975
-5.9%
|
54.55
|
USD 2,453,197
|
|
|
2024-02-23 |
2024-02-23 |
PS
Planned sale
|
Jones Jeffrey J II
President & CEO
Executive Director
|
85,921
-10.2%
49.21
USD 4,228,593
|
85,921
-10.2%
|
49.21
|
USD 4,228,593
|
|
|
2024-02-20 |
2024-02-15 |
PS
Planned sale
|
Jones Jeffrey J II
President & CEO
Executive Director
|
14,938
-1.7%
48.02
USD 717,353
|
14,938
-1.7%
|
48.02
|
USD 717,353
|
|
|
2023-11-27 |
2023-11-27 |
S
Sale
|
Bowen Tony G
Chief Financial Officer
Officer
|
46,892
-27.2%
47.10
USD 2,208,510
|
46,892
-27.2%
|
47.10
|
USD 2,208,510
|
|
|
2023-09-12 |
2023-09-11 |
S
Sale
|
Logerwell Kellie J
VP & Chief Acct Officer
Officer
|
8,000
-22.4%
39.61
USD 316,845
|
8,000
-22.4%
|
39.61
|
USD 316,845
|
|
|
2023-08-16 |
2023-08-16 |
PS
Planned sale
|
Jones Jeffrey J II
President & CEO
Executive Director
|
91,192
-10.1%
38.00
USD 3,465,296
|
91,192
-10.1%
|
38.00
|
USD 3,465,296
|
|
|
2023-05-23 |
2023-05-19 |
B
Purchase
|
Johnson Richard A
Non-Executive Director
|
10,000
+17.0%
29.54
USD 295,380
|
10,000
+17.0%
|
29.54
|
USD 295,380
|
|
|
2023-05-11 |
2023-05-11 |
B
Purchase
|
Gerard Robert A
Non-Executive Director
|
500
+0.2%
32.13
USD 16,064
|
500
+0.2%
|
32.13
|
USD 16,064
|
|
|
2022-12-15 |
2022-12-14 |
PS
Planned sale
|
Jones Jeffrey J II
President & CEO
Executive Director
|
66,000
-10.0%
42.07
USD 2,776,620
|
66,000
-10.0%
|
42.07
|
USD 2,776,620
|
|
|
2022-12-15 |
2022-12-13 |
PS
Planned sale
|
Jones Jeffrey J II
President & CEO
Executive Director
|
18,009
-2.7%
42.11
USD 758,424
|
18,009
-2.7%
|
42.11
|
USD 758,424
|
|
|
2022-11-07 |
2022-11-03 |
B
Purchase
|
Gerard Robert A
Non-Executive Director
|
500
+0.2%
37.89
USD 18,946
|
500
+0.2%
|
37.89
|
USD 18,946
|
|
|
2022-09-09 |
2022-09-07 |
S
Sale
|
Orosco Karen A
Pres., Global Consumer Tax & S
Officer
|
50,000
-35.8%
45.00
USD 2,250,000
|
50,000
-35.8%
|
45.00
|
USD 2,250,000
|
|
|
2022-08-19 |
2022-08-18 |
S
Sale
|
Logerwell Kellie J
VP & Chief Acct Officer
Officer
|
6,500
-25.7%
48.77
USD 316,973
|
6,500
-25.7%
|
48.77
|
USD 316,973
|
|
|
2022-08-19 |
2022-08-18 |
S
Sale
|
Bowen Tony G
Chief Financial Officer
Officer
|
64,741
-44.8%
48.35
USD 3,130,098
|
64,741
-44.8%
|
48.35
|
USD 3,130,098
|
|
|
2022-08-18 |
2022-08-16 |
S
Sale
|
Wood Christianna
Non-Executive Director
|
7,392
-100.0%
46.96
USD 347,129
|
7,392
-100.0%
|
46.96
|
USD 347,129
|
|
|
2022-08-18 |
2022-08-16 |
S
Sale
|
Wood Christianna
Non-Executive Director
|
5,188
-100.0%
46.96
USD 243,629
|
5,188
-100.0%
|
46.96
|
USD 243,629
|
|
|
2021-11-08 |
2021-11-04 |
B
Purchase
|
Gerard Robert A
Non-Executive Director
|
5,000
+2.0%
25.14
USD 125,696
|
5,000
+2.0%
|
25.14
|
USD 125,696
|
|
|
2021-09-01 |
2021-08-31 |
S
Sale
|
GERKE THOMAS A
Gen. Counsel & Chief Admin Off
Officer
|
20,000
-19.0%
25.83
USD 516,520
|
20,000
-19.0%
|
25.83
|
USD 516,520
|
|
|
2020-12-22 |
2020-12-21 |
B
Purchase
|
Jones Jeffrey J II
President & CEO
Executive Director
|
3,310
+1.0%
15.05
USD 49,812
|
3,310
+1.0%
|
15.05
|
USD 49,812
|
|
|
2020-09-08 |
2020-09-03 |
B
Purchase
|
Gerard Robert A
Non-Executive Director
|
12,000
+133.3%
15.17
USD 181,990
|
12,000
+133.3%
|
15.17
|
USD 181,990
|
|
|
2020-09-08 |
2020-09-03 |
B
Purchase
|
Jones Jeffrey J II
President & CEO
Executive Director
|
13,150
+4.0%
15.04
USD 197,763
|
13,150
+4.0%
|
15.04
|
USD 197,763
|
|
|
2019-07-03 |
2019-07-02 |
S
Sale
|
Logerwell Kellie J
VP & Chief Acct Officer
|
3,000
-37.8%
28.68
USD 86,040
|
3,000
-37.8%
|
28.68
|
USD 86,040
|
|
|
2018-08-31 |
2018-08-30 |
S
Sale
|
GERKE THOMAS A
Gen. Counsel & Chief Admin Off
Officer
|
70,000
-50.7%
26.54
USD 1,857,800
|
70,000
-50.7%
|
26.54
|
USD 1,857,800
|
|
|
2018-06-25 |
2018-06-22 |
B
Purchase
|
Gerard Robert A
|
1,000
+12.5%
23.18
USD 23,180
|
1,000
+12.5%
|
23.18
|
USD 23,180
|
|
|
2017-07-19 |
2017-07-18 |
S
Sale
|
Collins Kathryn M
SVP, Chief Mktg & Strat Off
Officer
|
2,931
-14.4%
30.35
USD 88,944
|
2,931
-14.4%
|
30.35
|
USD 88,944
|
|
|
2017-07-17 |
2017-07-14 |
S
Sale
|
Logerwell Kellie J
VP & Chief Acct Officer
Officer
|
800
-15.4%
30.71
USD 24,569
|
800
-15.4%
|
30.71
|
USD 24,569
|
|
|
2017-07-05 |
2017-06-30 |
S
Sale
|
COBB WILLIAM C
President and CEO
Executive Director
|
300,700
-37.7%
31.11
USD 9,355,559
|
300,700
-37.7%
|
31.11
|
USD 9,355,559
|
|
|
2017-06-29 |
2017-06-28 |
S
Sale
|
WRIGHT JAMES F
|
10,000
-19.7%
30.67
USD 306,690
|
10,000
-19.7%
|
30.67
|
USD 306,690
|
|
|
2017-06-29 |
2017-06-28 |
S
Sale
|
COBB WILLIAM C
President and CEO
Executive Director
|
198,765
-26.5%
30.96
USD 6,154,579
|
198,765
-26.5%
|
30.96
|
USD 6,154,579
|
|
|
2017-06-29 |
2017-06-27 |
S
Sale
|
COBB WILLIAM C
President and CEO
Executive Director
|
188,975
-25.5%
31.43
USD 5,939,446
|
188,975
-25.5%
|
31.43
|
USD 5,939,446
|
|
|
2017-06-22 |
2017-06-21 |
S
Sale
|
COBB WILLIAM C
President and CEO
Executive Director
|
250,000
-31.2%
30.84
USD 7,709,075
|
250,000
-31.2%
|
30.84
|
USD 7,709,075
|
|
|
2017-06-22 |
2017-06-20 |
S
Sale
|
COBB WILLIAM C
President and CEO
Executive Director
|
500,000
-38.4%
30.18
USD 15,090,000
|
500,000
-38.4%
|
30.18
|
USD 15,090,000
|
|
|
2017-06-22 |
2017-06-20 |
S
Sale
|
Collins Kathryn M
SVP, Chief Mktg & Strat Off
|
7,000
-25.4%
30.36
USD 212,526
|
7,000
-25.4%
|
30.36
|
USD 212,526
|
|
|
2017-06-20 |
2017-06-19 |
S
Sale
|
LEWIS DAVID B
|
8,000
-9.7%
30.01
USD 240,080
|
8,000
-9.7%
|
30.01
|
USD 240,080
|
|
|
2017-06-19 |
2017-06-15 |
S
Sale
|
SEIP TOM D
|
6,300
-6.9%
29.84
USD 187,979
|
6,300
-6.9%
|
29.84
|
USD 187,979
|
|
|
2016-09-06 |
2016-09-01 |
B
Purchase
|
Macfarlane Gregory J
SVP, U.S. Retail Prods & Ops
Officer
|
4,618
+3.9%
21.65
USD 99,999
|
4,618
+3.9%
|
21.65
|
USD 99,999
|
|
|
2016-07-01 |
2016-06-30 |
S
Sale
|
Brown Jeffrey
Chief Accounting and Risk Offi
Officer
|
16,067
-14.0%
22.86
USD 367,263
|
16,067
-14.0%
|
22.86
|
USD 367,263
|
|
|
2016-06-29 |
2016-06-27 |
S
Sale
|
Brown Jeffrey
Chief Accounting and Risk Offi
Officer
|
105,896
-50.8%
21.83
USD 2,312,049
|
105,896
-50.8%
|
21.83
|
USD 2,312,049
|
|
|
2016-06-16 |
2016-06-16 |
B
Purchase
|
Gerard Robert A
Non-Executive Director
|
2,000
+33.3%
23.33
USD 46,652
|
2,000
+33.3%
|
23.33
|
USD 46,652
|
|
|
2016-06-14 |
2016-06-13 |
B
Purchase
|
Brown Paul J
Non-Executive Director
|
2,500
+78.1%
23.97
USD 59,913
|
2,500
+78.1%
|
23.97
|
USD 59,913
|
|
|
2015-12-31 |
2015-12-29 |
S
Sale
|
Macfarlane Gregory J
Chief Financial Officer
Officer
|
265,778
-73.8%
33.51
USD 8,905,158
|
265,778
-73.8%
|
33.51
|
USD 8,905,158
|
|
|
2015-12-18 |
2015-12-16 |
S
Sale
|
Brown Jeffrey
Chief Accounting and Risk Offi
Officer
|
50,000
-44.0%
33.30
USD 1,665,020
|
50,000
-44.0%
|
33.30
|
USD 1,665,020
|
|
|
2015-12-14 |
2015-12-11 |
S
Sale
|
Houseworth Jason
President, US Tax Product Str
Officer
|
42,647
-42.8%
32.31
USD 1,378,125
|
42,647
-42.8%
|
32.31
|
USD 1,378,125
|
|
|
2015-12-14 |
2015-12-10 |
S
Sale
|
Houseworth Jason
President, US Tax Product Str
Officer
|
750
-37.5%
33.14
USD 24,855
|
750
-37.5%
|
33.14
|
USD 24,855
|
|
|
2015-12-14 |
2015-12-10 |
S
Sale
|
Houseworth Jason
President, US Tax Product Str
Officer
|
19,978
-32.7%
32.98
USD 658,958
|
19,978
-32.7%
|
32.98
|
USD 658,958
|
|
|
2015-07-01 |
2015-06-30 |
S
Sale
|
LEWIS DAVID B
Non-Executive Director
|
8,000
-66.7%
29.50
USD 235,984
|
8,000
-66.7%
|
29.50
|
USD 235,984
|
|
|
2015-06-25 |
2015-06-23 |
S
Sale
|
SEIP TOM D
Non-Executive Director
|
7,463
-36.5%
31.30
USD 233,592
|
7,463
-36.5%
|
31.30
|
USD 233,592
|
|
|
2015-01-20 |
2015-01-16 |
S
Sale
|
Brown Jeffrey
Chief Accounting and Risk Offi
Officer
|
7,680
-17.3%
32.00
USD 245,760
|
7,680
-17.3%
|
32.00
|
USD 245,760
|
|
|
2014-07-28 |
2014-07-25 |
S
Sale
|
Brown Jeffrey
Chief Accounting and Risk Offi
Officer
|
5,000
-10.1%
32.52
USD 162,600
|
5,000
-10.1%
|
32.52
|
USD 162,600
|
|
|
2013-06-17 |
2013-06-14 |
S
Sale
|
SEIP TOM D
Non-Executive Director
|
6,054
-36.8%
28.62
USD 173,235
|
6,054
-36.8%
|
28.62
|
USD 173,235
|
|
|
2012-07-18 |
2012-07-17 |
S
Sale
|
Houseworth Jason
President, U.S. Tax Services
Officer
|
8,081
-25.1%
16.54
USD 133,677
|
8,081
-25.1%
|
16.54
|
USD 133,677
|
|
|
2012-07-10 |
2012-07-09 |
B
Purchase
|
Macfarlane Gregory J
Chief Financial Officer
Officer
|
6,300
+11.8%
16.05
USD 101,119
|
6,300
+11.8%
|
16.05
|
USD 101,119
|
|
|
2012-07-03 |
2012-07-02 |
B
Purchase
|
Brown Paul J
Non-Executive Director
|
1,200
+60.0%
16.01
USD 19,208
|
1,200
+60.0%
|
16.01
|
USD 19,208
|
|
|
2011-09-30 |
2011-09-29 |
B
Purchase
|
REICH VICTORIA
Non-Executive Director
|
200
+6.1%
13.65
USD 2,730
|
200
+6.1%
|
13.65
|
USD 2,730
|
|
|
2011-09-30 |
2011-09-29 |
B
Purchase
|
REICH VICTORIA
Non-Executive Director
|
3,300
+inf%
13.64
USD 45,012
|
3,300
+inf%
|
13.64
|
USD 45,012
|
|
|
2011-09-23 |
2011-09-21 |
B
Purchase
|
ROHDE BRUCE
Non-Executive Director
|
10,000
+91.7%
13.70
USD 137,000
|
10,000
+91.7%
|
13.70
|
USD 137,000
|
|
|
2011-09-20 |
2011-09-16 |
B
Purchase
|
Brown Paul J
Non-Executive Director
|
100
+5.3%
14.28
USD 1,428
|
100
+5.3%
|
14.28
|
USD 1,428
|
|
|
2011-09-20 |
2011-09-16 |
B
Purchase
|
Gerard Robert A
Non-Executive Director
|
5,000
+20.6%
14.18
USD 70,887
|
5,000
+20.6%
|
14.18
|
USD 70,887
|
|
|
2011-09-20 |
2011-09-16 |
B
Purchase
|
WRIGHT JAMES F
Non-Executive Director
|
10,000
+inf%
14.18
USD 141,800
|
10,000
+inf%
|
14.18
|
USD 141,800
|
|
|
2011-09-20 |
2011-09-16 |
B
Purchase
|
Brown Paul J
Non-Executive Director
|
1,900
+inf%
14.28
USD 27,127
|
1,900
+inf%
|
14.28
|
USD 27,127
|
|
|
2011-09-15 |
2011-09-14 |
B
Purchase
|
COBB WILLIAM C
President and CEO
Executive Director
|
10,000
+200.0%
13.40
USD 134,047
|
10,000
+200.0%
|
13.40
|
USD 134,047
|
|
|
2011-09-08 |
2011-09-06 |
B
Purchase
|
Brown Jeffrey
SVP and CFO
Officer
|
5,000
+19.6%
13.13
USD 65,650
|
5,000
+19.6%
|
13.13
|
USD 65,650
|
|
|
2010-09-14 |
2010-09-13 |
B
Purchase
|
BENNETT ALAN M
President and CEO
Executive Director
|
5,000
+50.6%
12.86
USD 64,290
|
5,000
+50.6%
|
12.86
|
USD 64,290
|
|
|
2010-09-14 |
2010-09-13 |
B
Purchase
|
COBB WILLIAM C
Non-Executive Director
|
5,000
+inf%
12.83
USD 64,150
|
5,000
+inf%
|
12.83
|
USD 64,150
|
|
|
2010-07-23 |
2010-07-21 |
B
Purchase
|
Wood Christianna
Non-Executive Director
|
4,525
+157.8%
14.82
USD 67,061
|
4,525
+157.8%
|
14.82
|
USD 67,061
|
|
|
2010-07-23 |
2010-07-21 |
B
Purchase
|
Wood Christianna
Non-Executive Director
|
2,223
+75.0%
14.84
USD 32,989
|
2,223
+75.0%
|
14.84
|
USD 32,989
|
|
|
2010-07-23 |
2010-07-21 |
B
Purchase
|
Wood Christianna
Non-Executive Director
|
2,965
+inf%
14.80
USD 43,882
|
2,965
+inf%
|
14.80
|
USD 43,882
|
|
|
2010-03-15 |
2010-03-12 |
B
Purchase
|
ANDREWS CHARLES ELLIOTT
President, RSM McGladrey
Officer
|
15,000
+inf%
16.82
USD 252,353
|
15,000
+inf%
|
16.82
|
USD 252,353
|
|
|
2009-07-01 |
2009-07-01 |
B
Purchase
|
Wood Christianna
Non-Executive Director
|
2,867
+57.5%
17.43
USD 49,972
|
2,867
+57.5%
|
17.43
|
USD 49,972
|
|
