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This award was granted on May 3, 2021, and is scheduled to vest upon the completion of the reporting person's 2021-2022 director term, currently expected to be on April 21, 2022 (the scheduled date of the Issuer's 2022 Annual Shareholder Meeting)."}],"balance_after":284,"derivative":{"exercise_date":"2022-04-21","expiration_date":"2031-05-03","underlying":"Common Stock","underlying_shares":284},"source":{"system":"sec-edgar","filing":"0001562180-21-003184","document":"primarydocument.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/719739/000156218021003184/primarydocument.xml","form_type":"4"}},{"id":2740243,"issuer":{"id":86203,"kind":"organization","name":"SVB FINANCIAL GROUP","symbol":"SIVBQ"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":false,"ten_percent_owner":false,"other":false}}],"security":"Restricted Stock Unit","published_at":"2021-04-26T14:42:02.000Z","date":"2021-04-22","kind":"exercise","acquired":false,"shares":722,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_price","element":"conversionOrExercisePrice","label":"F1","text":"Each restricted stock unit represents a contingent right to receive one share of the Issuer's common Stock."}],"balance_after":0,"derivative":{"exercise_date":"2021-04-22","expiration_date":"2030-05-01","underlying":"Common Stock","underlying_shares":722},"source":{"system":"sec-edgar","filing":"0001562180-21-002937","document":"primarydocument.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/719739/000156218021002937/primarydocument.xml","form_type":"4"}},{"id":2740242,"issuer":{"id":86203,"kind":"organization","name":"SVB FINANCIAL GROUP","symbol":"SIVBQ"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":false,"ten_percent_owner":false,"other":false}}],"security":"Common Stock","published_at":"2021-04-26T14:42:02.000Z","date":"2021-04-22","kind":"exercise","acquired":true,"shares":722,"ownership":{"direct":true},"footnotes":[{"field":"price","element":"transactionPricePerShare","label":"F1","text":"Each restricted stock unit represents a contingent right to receive one share of the Issuer's common Stock."}],"balance_after":2451,"source":{"system":"sec-edgar","filing":"0001562180-21-002937","document":"primarydocument.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/719739/000156218021002937/primarydocument.xml","form_type":"4"}},{"id":3162527,"issuer":{"id":86203,"kind":"organization","name":"SVB FINANCIAL GROUP","symbol":"SIVBQ"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":false,"ten_percent_owner":false,"other":false}}],"security":"Restricted Stock Unit","published_at":"2020-05-05T09:42:34.000Z","date":"2020-05-01","kind":"grant","acquired":true,"shares":722,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_price","element":"conversionOrExercisePrice","label":"F1","text":"Each restricted stock unit represents a contingent right to receive one share of the Issuer's common Stock."},{"field":"shares","element":"transactionShares","label":"F2","text":"This transaction represents the reporting person's annual Director Equity grant of Restricted Stock Units. This award was granted on May 1, 2020, and is scheduled to vest upon the completion of the reporting person's 2020-2021 director term, currently expected to be on April 22, 2021 (the scheduled date of the Issuer's 2021 Annual Shareholder Meeting)."}],"balance_after":722,"derivative":{"exercise_date":"2021-04-22","expiration_date":"2030-05-01","underlying":"Common Stock","underlying_shares":722},"source":{"system":"sec-edgar","filing":"0001562180-20-003316","document":"primarydocument.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/719739/000156218020003316/primarydocument.xml","form_type":"4"}},{"id":3319262,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2020-01-06T17:21:23.000Z","date":"2020-01-03","kind":"tax_withholding","acquired":false,"shares":3116,"price":25.73,"value":80174.68,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the Reporting Person."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Not included in this amount are 119,132 performance-based restricted stock units of which (i) 12,906 are eligible to vest following May 6, 2020, (ii) 43,750 are eligible to vest from 0% to 200% following the end of 2020 and (iii) 62,476 are eligible to vest from 0% to 200% following the end of 2021.  Vesting, for each award, is subject to the Issuer's achievement of certain financial goals over a three-year period and certification by the Compensation Committee."}],"balance_after":634297,"source":{"system":"sec-edgar","filing":"0001068875-20-000013","document":"wf-form4_157834926629273.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000106887520000013/wf-form4_157834926629273.xml","form_type":"4"}},{"id":3319261,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2020-01-06T17:21:23.000Z","date":"2020-01-02","kind":"tax_withholding","acquired":false,"shares":6054,"price":26,"value":157404.0,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the Reporting Person."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Not included in this amount are 119,132 performance-based restricted stock units of which (i) 12,906 are eligible to vest following May 6, 2020, (ii) 43,750 are eligible to vest from 0% to 200% following the end of 2020 and (iii) 62,476 are eligible to vest from 0% to 200% following the end of 2021.  Vesting, for each award, is subject to the Issuer's achievement of certain financial goals over a three-year period and certification by the Compensation Committee."}],"balance_after":637413,"source":{"system":"sec-edgar","filing":"0001068875-20-000013","document":"wf-form4_157834926629273.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000106887520000013/wf-form4_157834926629273.xml","form_type":"4"}},{"id":3337306,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Stock Option (Right to Buy)","published_at":"2019-12-18T17:47:11.000Z","date":"2019-12-16","kind":"exercise","acquired":false,"shares":7500,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_date","element":"exerciseDate","label":"F4","text":"15% of the total option vested on April 4, 2016. The remainder vested 33.33% on April 4, 2017, and approximately 16.67% vested at the end of each six-month period thereafter, such that the option was fully vested on April 4, 2019."}],"balance_after":4499,"derivative":{"exercise_price":4.98,"expiration_date":"2023-04-04","underlying":"Common Stock","underlying_shares":7500},"source":{"system":"sec-edgar","filing":"0001068875-19-000125","document":"wf-form4_157670921418018.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":3,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000106887519000125/wf-form4_157670921418018.xml","form_type":"4"}},{"id":3337305,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2019-12-18T17:47:11.000Z","date":"2019-12-16","kind":"sale","acquired":false,"shares":14250,"price":24.92,"value":355110.0,"ownership":{"direct":true},"footnotes":[{"field":"kind","element":"transactionCoding","label":"F2","text":"The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 16, 2018."},{"field":"price","element":"transactionPricePerShare","label":"F3","text":"The price reported in Column 4 is a weighted average price.  These shares were sold in multiple transactions at prices ranging from $24.48 to $25.14. Upon request by the SEC staff, the issuer or any security holder of the issuer, the reporting person will provide the full information regarding the number of shares sold at each separate price."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F1","text":"Not included in this amount are 119,132 performance-based restricted stock units of which (i) 12,906 are eligible to vest following May 6, 2020, (ii) 43,750 are eligible to vest from 0% to 200% following the end of 2020 and (iii) 62,476 are eligible to vest from 0% to 200% following the end of 2021.  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Vesting is subject to the issuers achievement of certain financial goals and certification by the Compensation Committee."}],"balance_after":657717,"source":{"system":"sec-edgar","filing":"0001068875-19-000125","document":"wf-form4_157670921418018.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000106887519000125/wf-form4_157670921418018.xml","form_type":"4"}},{"id":3395539,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Stock Option (Right to Buy)","published_at":"2019-10-09T17:04:24.000Z","date":"2019-10-07","kind":"exercise","acquired":false,"shares":37500,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_date","element":"exerciseDate","label":"F4","text":"15% of the total option vested on April 4, 2016.  The remainder vested 33.33% on April 4, 2017 and approximately 16.67% vested at the end of each six month period thereafter, such that the option was fully vested on April 4, 2019."}],"balance_after":11999,"derivative":{"exercise_price":4.98,"expiration_date":"2023-04-04","underlying":"Common Stock","underlying_shares":37500},"source":{"system":"sec-edgar","filing":"0001068875-19-000093","document":"wf-form4_157065504096873.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":3,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000106887519000093/wf-form4_157065504096873.xml","form_type":"4"}},{"id":3395538,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2019-10-09T17:04:24.000Z","date":"2019-10-07","kind":"sale","acquired":false,"shares":54250,"price":21.2,"value":1150100.0,"ownership":{"direct":true},"footnotes":[{"field":"kind","element":"transactionCoding","label":"F1","text":"The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 16, 2018."},{"field":"price","element":"transactionPricePerShare","label":"F2","text":"The price reported in Column 4 is a weighted average price.  These shares sold in multiple transactions at prices ranging from $21.04 to $21.41. Upon request by the SEC staff, the issuer or any security holder of the issuer, the reporting person will provide the full information regarding the number of shares sold at each separate price."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F3","text":"Not included in this amount are 119,132 performance-based restricted stock units of which (i) 12,906 are eligible to vest following May 6, 2020, (ii) 43,750 are eligible to vest from 0% to 200% following the end of 2020 and (iii) 62,476 are eligible to vest from 0% to 200% following the end of 2021.  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The remainder vested 33.33% on April 4, 2017, and approximately 16.67% vested at the end of each six-month period thereafter, such that the option was be fully vested on April 4, 2019."}],"balance_after":49499,"derivative":{"exercise_price":4.98,"expiration_date":"2023-04-04","underlying":"Common Stock","underlying_shares":10000},"source":{"system":"sec-edgar","filing":"0001068875-19-000077","document":"wf-form4_156348397703262.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":6,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000106887519000077/wf-form4_156348397703262.xml","form_type":"4"}},{"id":3459341,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Stock Option (Right to Buy)","published_at":"2019-07-18T17:06:33.000Z","date":"2019-07-16","kind":"exercise","acquired":false,"shares":37500,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_date","element":"exerciseDate","label":"F4","text":"15% of the total option vested on April 4, 2016. The remainder vested 33.33% on April 4, 2017, and approximately 16.67% vested at the end of each six-month period thereafter, such that the option was be fully vested on April 4, 2019."}],"balance_after":59499,"derivative":{"exercise_price":4.98,"expiration_date":"2023-04-04","underlying":"Common Stock","underlying_shares":37500},"source":{"system":"sec-edgar","filing":"0001068875-19-000077","document":"wf-form4_156348397703262.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":5,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000106887519000077/wf-form4_156348397703262.xml","form_type":"4"}},{"id":3459340,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2019-07-18T17:06:33.000Z","date":"2019-07-17","kind":"sale","acquired":false,"shares":10000,"price":29.23,"value":292300.0,"ownership":{"direct":true},"footnotes":[{"field":"kind","element":"transactionCoding","label":"F1","text":"The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 16, 2018."},{"field":"price","element":"transactionPricePerShare","label":"F3","text":"The price reported in Column 4 is a weighted average price.  These shares sold in multiple transactions at prices ranging from $28.98 to $29.40. 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These shares were purchased in multiple transactions at prices ranging from $28.74 to $29.18. 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The remainder vested 33.33% on April 4, 2017, and approximately 16.67% vested at the end of each six-month period thereafter, such that the option was fully vested on April 4, 2019."}],"balance_after":96999,"derivative":{"exercise_price":4.98,"expiration_date":"2023-04-04","underlying":"Common Stock","underlying_shares":20000},"source":{"system":"sec-edgar","filing":"0001388961-19-000007","document":"wf-form4_155804311189954.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":7,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896119000007/wf-form4_155804311189954.xml","form_type":"4"}},{"id":3524341,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Stock Option (Right to Buy)","published_at":"2019-05-16T17:45:27.000Z","date":"2019-05-14","kind":"exercise","acquired":false,"shares":37500,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_date","element":"exerciseDate","label":"F4","text":"15% of the total option vested on April 4, 2016. The remainder vested 33.33% on April 4, 2017, and approximately 16.67% vested at the end of each six-month period thereafter, such that the option was fully vested on April 4, 2019."}],"balance_after":116999,"derivative":{"exercise_price":4.98,"expiration_date":"2023-04-04","underlying":"Common Stock","underlying_shares":37500},"source":{"system":"sec-edgar","filing":"0001388961-19-000007","document":"wf-form4_155804311189954.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":6,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896119000007/wf-form4_155804311189954.xml","form_type":"4"}},{"id":3524340,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2019-05-16T17:45:27.000Z","date":"2019-05-16","kind":"sale","acquired":false,"shares":5000,"price":32,"value":160000.0,"ownership":{"direct":true},"footnotes":[{"field":"kind","element":"transactionCoding","label":"F1","text":"The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 16, 2018."}],"balance_after":688752,"source":{"system":"sec-edgar","filing":"0001388961-19-000007","document":"wf-form4_155804311189954.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":5,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896119000007/wf-form4_155804311189954.xml","form_type":"4"}},{"id":3524339,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2019-05-16T17:45:27.000Z","date":"2019-05-15","kind":"sale","acquired":false,"shares":25000,"price":31.29,"value":782250.0,"ownership":{"direct":true},"footnotes":[{"field":"kind","element":"transactionCoding","label":"F1","text":"The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 16, 2018."},{"field":"price","element":"transactionPricePerShare","label":"F3","text":"The price reported in Column 4 is a weighted average price.  These shares sold in multiple transactions at prices ranging from $30.98 to $31.50. 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These shares sold in multiple transactions at prices ranging from $31.03 to $31.90. 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This award was granted on May 1, 2019, and is scheduled to vest upon the completion of the reporting person's 2019-2020 director term, currently expected to be on April 23, 2020 (the scheduled date of the Issuer's 2020 Annual Shareholder Meeting)."},{"field":"price","element":"transactionPricePerShare","label":"F2","text":"Each restricted stock unit represents a contingent right to receive one share of the Issuer's common Stock."}],"balance_after":514,"derivative":{"exercise_price":0,"exercise_date":"2020-04-23","expiration_date":"2029-05-01","underlying":"Common Stock","underlying_shares":514},"source":{"system":"sec-edgar","filing":"0001562180-19-002513","document":"primarydocument.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/719739/000156218019002513/primarydocument.xml","form_type":"4"}},{"id":3547122,"issuer":{"id":86203,"kind":"organization","name":"SVB FINANCIAL GROUP","symbol":"SIVBQ"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":false,"ten_percent_owner":false,"other":false}}],"security":"Restricted Stock Unit","published_at":"2019-04-29T16:26:08.000Z","date":"2019-04-25","kind":"exercise","acquired":false,"shares":492,"ownership":{"direct":true},"footnotes":[{"field":"price","element":"transactionPricePerShare","label":"F1","text":"Each restricted stock unit represents a contingent right to receive one share of the Issuer's common Stock."}],"balance_after":0,"derivative":{"exercise_price":0,"exercise_date":"2019-04-25","expiration_date":"2028-05-01","underlying":"Common Stock","underlying_shares":492},"source":{"system":"sec-edgar","filing":"0001562180-19-002414","document":"primarydocument.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/719739/000156218019002414/primarydocument.xml","form_type":"4"}},{"id":3547121,"issuer":{"id":86203,"kind":"organization","name":"SVB FINANCIAL GROUP","symbol":"SIVBQ"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":false,"ten_percent_owner":false,"other":false}}],"security":"Common Stock","published_at":"2019-04-29T16:26:08.000Z","date":"2019-04-25","kind":"exercise","acquired":true,"shares":492,"ownership":{"direct":true},"footnotes":[{"field":"price","element":"transactionPricePerShare","label":"F1","text":"Each restricted stock unit represents a contingent right to receive one share of the Issuer's common Stock."}],"balance_after":829,"source":{"system":"sec-edgar","filing":"0001562180-19-002414","document":"primarydocument.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/719739/000156218019002414/primarydocument.xml","form_type":"4"}},{"id":3558879,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Stock Option (Right to Buy)","published_at":"2019-04-10T07:47:02.000Z","date":"2019-04-08","kind":"exercise","acquired":false,"shares":141667,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_date","element":"exerciseDate","label":"F2","text":"15% of the total option vested on April 4, 2016. The remainder vested 33.33% on April 4, 2017, and approximately 16.67% vested at the end of each six-month period thereafter, such that the option was fully vested on April 4, 2019."}],"balance_after":154499,"derivative":{"exercise_price":4.98,"expiration_date":"2023-04-04","underlying":"Common Stock","underlying_shares":141667},"source":{"system":"sec-edgar","filing":"0001388961-19-000006","document":"wf-form4_155489680741132.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":3,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896119000006/wf-form4_155489680741132.xml","form_type":"4"}},{"id":3558878,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2019-04-10T07:47:02.000Z","date":"2019-04-08","kind":"tax_withholding","acquired":false,"shares":68149,"price":34.5,"value":2351140.5,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"Represents a \"net exercise\" of outstanding stock options. The reporting person received 73,518 shares of common stock on net exercise of option to purchase 141,667 shares of common stock. The reporting person forfeited to the registrant 68,149 shares of common stock underlying the option in payment of the exercise price and applicable tax withholding, using the closing stock price on April 8, 2019 of $34.50."}],"balance_after":715502,"source":{"system":"sec-edgar","filing":"0001388961-19-000006","document":"wf-form4_155489680741132.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896119000006/wf-form4_155489680741132.xml","form_type":"4"}},{"id":3558877,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2019-04-10T07:47:02.000Z","date":"2019-04-08","kind":"exercise","acquired":true,"shares":141667,"price":4.98,"value":705501.66,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"Represents a \"net exercise\" of outstanding stock options. The reporting person received 73,518 shares of common stock on net exercise of option to purchase 141,667 shares of common stock. The reporting person forfeited to the registrant 68,149 shares of common stock underlying the option in payment of the exercise price and applicable tax withholding, using the closing stock price on April 8, 2019 of $34.50."}],"balance_after":783651,"source":{"system":"sec-edgar","filing":"0001388961-19-000006","document":"wf-form4_155489680741132.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896119000006/wf-form4_155489680741132.xml","form_type":"4"}},{"id":3561848,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2019-04-05T16:18:58.000Z","date":"2019-04-04","kind":"tax_withholding","acquired":false,"shares":27873,"price":34.7,"value":967193.1,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the Reporting Person."}],"balance_after":641984,"source":{"system":"sec-edgar","filing":"0001388961-19-000005","document":"wf-form4_155449552402843.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896119000005/wf-form4_155449552402843.xml","form_type":"4"}},{"id":3642719,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2019-02-21T18:04:42.000Z","date":"2019-02-20","kind":"tax_withholding","acquired":false,"shares":11476,"price":27.48,"value":315360.48,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the Reporting Person."}],"balance_after":669857,"source":{"system":"sec-edgar","filing":"0001388961-19-000004","document":"wf-form4_155079026701761.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896119000004/wf-form4_155079026701761.xml","form_type":"4"}},{"id":3705343,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Stock Option (Right to Buy)","published_at":"2019-01-04T16:21:07.000Z","date":"2019-01-02","kind":"grant","acquired":true,"shares":138341,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_date","element":"exerciseDate","label":"F4","text":"The option vests according to the following schedule: one-third vests on January 2, 2020, an additional one-third vest on January 2, 2021, and the remaining one-third will vest on January 2, 2022, such that the option will be fully vested on January 2, 2022."}],"balance_after":138341,"derivative":{"exercise_price":27.03,"expiration_date":"2026-01-02","underlying":"Common Stock","underlying_shares":138341},"source":{"system":"sec-edgar","filing":"0001388961-19-000002","document":"wf-form4_154663684985029.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":3,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896119000002/wf-form4_154663684985029.xml","form_type":"4"}},{"id":3705342,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2019-01-04T16:21:07.000Z","date":"2019-01-03","kind":"tax_withholding","acquired":false,"shares":3368,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F3","text":"This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the Reporting Person."}],"balance_after":681333,"source":{"system":"sec-edgar","filing":"0001388961-19-000002","document":"wf-form4_154663684985029.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896119000002/wf-form4_154663684985029.xml","form_type":"4"}},{"id":3705341,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2019-01-04T16:21:07.000Z","date":"2019-01-02","kind":"grant","acquired":true,"shares":71402,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"Reflects a grant of restricted stock units (\"RSUs\") that was made to the reporting person on January 2, 2019 and that will vest equally over a three-year period on each anniversary of the grant date."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Not included in this amount are 62,476 performance-based restricted stock units, of which from 0% to 200% are eligible to vest following the end of the 2021 fiscal year subject to the Issuer's achievement of certain financial goals over a three-year period and certification by the Compensation Committee."}],"balance_after":684701,"source":{"system":"sec-edgar","filing":"0001388961-19-000002","document":"wf-form4_154663684985029.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896119000002/wf-form4_154663684985029.xml","form_type":"4"}},{"id":3791245,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Stock Option (Right to Buy)","published_at":"2018-10-15T16:40:26.000Z","date":"2018-10-12","kind":"exercise","acquired":false,"shares":12000,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_date","element":"exerciseDate","label":"F5","text":"15% of the total option vested on April 4, 2016. The remainder vested 33.33% on April 4, 2017, and approximately 16.67% vests at the end of each six-month period thereafter, such that the option will be fully vested on April 4, 2019."}],"balance_after":296166,"derivative":{"exercise_price":4.98,"expiration_date":"2023-04-04","underlying":"Common Stock","underlying_shares":12000},"source":{"system":"sec-edgar","filing":"0001388961-18-000016","document":"wf-form4_153963600812832.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":7,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000016/wf-form4_153963600812832.xml","form_type":"4"}},{"id":3791244,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Stock Option (Right to Buy)","published_at":"2018-10-15T16:40:26.000Z","date":"2018-10-11","kind":"exercise","acquired":false,"shares":34000,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_date","element":"exerciseDate","label":"F5","text":"15% of the total option vested on April 4, 2016. The remainder vested 33.33% on April 4, 2017, and approximately 16.67% vests at the end of each six-month period thereafter, such that the option will be fully vested on April 4, 2019."}],"balance_after":308166,"derivative":{"exercise_price":4.98,"expiration_date":"2023-04-04","underlying":"Common Stock","underlying_shares":34000},"source":{"system":"sec-edgar","filing":"0001388961-18-000016","document":"wf-form4_153963600812832.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":6,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000016/wf-form4_153963600812832.xml","form_type":"4"}},{"id":3791243,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-10-15T16:40:26.000Z","date":"2018-10-12","kind":"sale","acquired":false,"shares":16500,"price":33.0187,"value":544808.55,"ownership":{"direct":true},"footnotes":[{"field":"kind","element":"transactionCoding","label":"F1","text":"The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 14, 2018."},{"field":"price","element":"transactionPricePerShare","label":"F4","text":"The price reported in Column 4 is a weighted average price.  These shares sold in multiple transactions at prices ranging from $32.46 to $33.31. Upon request by the SEC staff, the issuer or any security holder of the issuer, the reporting person will provide the full information regarding the number of shares sold at each separate price."}],"balance_after":613299,"source":{"system":"sec-edgar","filing":"0001388961-18-000016","document":"wf-form4_153963600812832.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":5,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000016/wf-form4_153963600812832.xml","form_type":"4"}},{"id":3791242,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-10-15T16:40:26.000Z","date":"2018-10-12","kind":"exercise","acquired":true,"shares":12000,"price":4.98,"value":59760.0,"ownership":{"direct":true},"balance_after":629799,"source":{"system":"sec-edgar","filing":"0001388961-18-000016","document":"wf-form4_153963600812832.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":4,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000016/wf-form4_153963600812832.xml","form_type":"4"}},{"id":3791241,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-10-15T16:40:26.000Z","date":"2018-10-11","kind":"sale","acquired":false,"shares":17797,"price":33.6559,"value":598974.0523,"ownership":{"direct":true},"footnotes":[{"field":"kind","element":"transactionCoding","label":"F1","text":"The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 14, 2018."},{"field":"price","element":"transactionPricePerShare","label":"F3","text":"The price reported in Column 4 is a weighted average price.  These shares sold in multiple transactions at prices ranging from $33.36 to $34.17. Upon request by the SEC staff, the issuer or any security holder of the issuer, the reporting person will provide the full information regarding the number of shares sold at each separate price."}],"balance_after":617799,"source":{"system":"sec-edgar","filing":"0001388961-18-000016","document":"wf-form4_153963600812832.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":3,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000016/wf-form4_153963600812832.xml","form_type":"4"}},{"id":3791240,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-10-15T16:40:26.000Z","date":"2018-10-11","kind":"sale","acquired":false,"shares":31203,"price":32.788,"value":1023083.964,"ownership":{"direct":true},"footnotes":[{"field":"kind","element":"transactionCoding","label":"F1","text":"The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 14, 2018."},{"field":"price","element":"transactionPricePerShare","label":"F2","text":"The price reported in Column 4 is a weighted average price.  These shares sold in multiple transactions at prices ranging from $32.36 to $33.35. Upon request by the SEC staff, the issuer or any security holder of the issuer, the reporting person will provide the full information regarding the number of shares sold at each separate price."}],"balance_after":635596,"source":{"system":"sec-edgar","filing":"0001388961-18-000016","document":"wf-form4_153963600812832.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000016/wf-form4_153963600812832.xml","form_type":"4"}},{"id":3791239,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-10-15T16:40:26.000Z","date":"2018-10-11","kind":"exercise","acquired":true,"shares":34000,"price":4.98,"value":169320.0,"ownership":{"direct":true},"balance_after":666799,"source":{"system":"sec-edgar","filing":"0001388961-18-000016","document":"wf-form4_153963600812832.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000016/wf-form4_153963600812832.xml","form_type":"4"}},{"id":3796276,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Stock Option (Right to Buy)","published_at":"2018-10-05T16:41:16.000Z","date":"2018-10-04","kind":"exercise","acquired":false,"shares":50000,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_date","element":"exerciseDate","label":"F5","text":"33.33% of the total option vested on January 3, 2018, and approximately 16.67% vests at the end of each six month period thereafter, such that the option will be fully vested on January 3, 2020."}],"balance_after":505372,"derivative":{"exercise_price":14.75,"expiration_date":"2024-01-03","underlying":"Common Stock","underlying_shares":50000},"source":{"system":"sec-edgar","filing":"0001388961-18-000014","document":"wf-form4_153877206025304.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":7,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000014/wf-form4_153877206025304.xml","form_type":"4"}},{"id":3796275,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Stock Option (Right to Buy)","published_at":"2018-10-05T16:41:16.000Z","date":"2018-10-04","kind":"exercise","acquired":false,"shares":55000,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_date","element":"exerciseDate","label":"F4","text":"15% of the total option vested on April 4, 2016. The remainder vested 33.33% on April 4, 2017, and approximately 16.67% vests at the end of each six-month period thereafter, such that the option will be fully vested on April 4, 2019."}],"balance_after":342166,"derivative":{"exercise_price":4.98,"expiration_date":"2023-04-04","underlying":"Common Stock","underlying_shares":55000},"source":{"system":"sec-edgar","filing":"0001388961-18-000014","document":"wf-form4_153877206025304.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":6,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000014/wf-form4_153877206025304.xml","form_type":"4"}},{"id":3796274,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-10-05T16:41:16.000Z","date":"2018-10-04","kind":"tax_withholding","acquired":false,"shares":27872,"price":37.06,"value":1032936.32,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F3","text":"This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the Reporting Person."}],"balance_after":632799,"source":{"system":"sec-edgar","filing":"0001388961-18-000014","document":"wf-form4_153877206025304.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":5,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000014/wf-form4_153877206025304.xml","form_type":"4"}},{"id":3796273,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-10-05T16:41:16.000Z","date":"2018-10-04","kind":"tax_withholding","acquired":false,"shares":31761,"price":37.01,"value":1175474.61,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F2","text":"Represents a \"net exercise\" of outstanding stock options. The reporting person received 18,239 shares of common stock on net exercise of option to purchase 50,000 shares of common stock. The reporting person forfeited 31,761 shares of common stock underlying the option in payment of the exercise price and applicable tax withholding, using the closing stock price on October 3, 2018 of $37.01."}],"balance_after":660671,"source":{"system":"sec-edgar","filing":"0001388961-18-000014","document":"wf-form4_153877206025304.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":4,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000014/wf-form4_153877206025304.xml","form_type":"4"}},{"id":3796272,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-10-05T16:41:16.000Z","date":"2018-10-04","kind":"tax_withholding","acquired":false,"shares":26132,"price":37.01,"value":967145.32,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"Represents a \"net exercise\" of outstanding stock options. The reporting person received 28,868 shares of common stock on net exercise of option to purchase 55,000 shares of common stock. The reporting person forfeited 26,132 shares of common stock underlying the option in payment of the exercise price and applicable tax withholding, using the closing stock price on October 3, 2018 of $37.01."}],"balance_after":692432,"source":{"system":"sec-edgar","filing":"0001388961-18-000014","document":"wf-form4_153877206025304.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":3,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000014/wf-form4_153877206025304.xml","form_type":"4"}},{"id":3796271,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-10-05T16:41:16.000Z","date":"2018-10-04","kind":"exercise","acquired":true,"shares":50000,"price":14.75,"value":737500.0,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F2","text":"Represents a \"net exercise\" of outstanding stock options. The reporting person received 18,239 shares of common stock on net exercise of option to purchase 50,000 shares of common stock. The reporting person forfeited 31,761 shares of common stock underlying the option in payment of the exercise price and applicable tax withholding, using the closing stock price on October 3, 2018 of $37.01."}],"balance_after":718564,"source":{"system":"sec-edgar","filing":"0001388961-18-000014","document":"wf-form4_153877206025304.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000014/wf-form4_153877206025304.xml","form_type":"4"}},{"id":3796270,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-10-05T16:41:16.000Z","date":"2018-10-04","kind":"exercise","acquired":true,"shares":55000,"price":4.98,"value":273900.0,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"Represents a \"net exercise\" of outstanding stock options. The reporting person received 28,868 shares of common stock on net exercise of option to purchase 55,000 shares of common stock. The reporting person forfeited 26,132 shares of common stock underlying the option in payment of the exercise price and applicable tax withholding, using the closing stock price on October 3, 2018 of $37.01."}],"balance_after":668564,"source":{"system":"sec-edgar","filing":"0001388961-18-000014","document":"wf-form4_153877206025304.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000014/wf-form4_153877206025304.xml","form_type":"4"}},{"id":3865592,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Stock Option (Right to Buy)","published_at":"2018-07-18T16:33:29.000Z","date":"2018-07-17","kind":"exercise","acquired":false,"shares":20000,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_date","element":"exerciseDate","label":"F4","text":"15% of the total option vested on April 4, 2016. The remainder vested 33.33% on April 4, 2017, and approximately 16.67% vests at the end of each six-month period thereafter, such that the option will be fully vested on April 4, 2019."}],"balance_after":397166,"derivative":{"exercise_price":4.98,"expiration_date":"2023-04-04","underlying":"Common Stock","underlying_shares":20000},"source":{"system":"sec-edgar","filing":"0001388961-18-000011","document":"wf-form4_153194599349426.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":6,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000011/wf-form4_153194599349426.xml","form_type":"4"}},{"id":3865591,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Stock Option (Right to Buy)","published_at":"2018-07-18T16:33:29.000Z","date":"2018-07-16","kind":"exercise","acquired":false,"shares":34000,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_date","element":"exerciseDate","label":"F4","text":"15% of the total option vested on April 4, 2016. The remainder vested 33.33% on April 4, 2017, and approximately 16.67% vests at the end of each six-month period thereafter, such that the option will be fully vested on April 4, 2019."}],"balance_after":417166,"derivative":{"exercise_price":4.98,"expiration_date":"2023-04-04","underlying":"Common Stock","underlying_shares":34000},"source":{"system":"sec-edgar","filing":"0001388961-18-000011","document":"wf-form4_153194599349426.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":5,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000011/wf-form4_153194599349426.xml","form_type":"4"}},{"id":3865590,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-07-18T16:33:29.000Z","date":"2018-07-17","kind":"sale","acquired":false,"shares":30000,"price":38.0607,"value":1141821.0,"ownership":{"direct":true},"footnotes":[{"field":"kind","element":"transactionCoding","label":"F1","text":"The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 14, 2018."},{"field":"shares","element":"transactionShares","label":"F3","text":"The price reported in Column 4 is a weighted average price.  These shares sold in multiple transactions at prices ranging from $37.50 to $38.35. Upon request by the SEC staff, the issuer or any security holder of the issuer, the reporting person will provide the full information regarding the number of shares sold at each separate price."}],"balance_after":613564,"source":{"system":"sec-edgar","filing":"0001388961-18-000011","document":"wf-form4_153194599349426.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":4,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000011/wf-form4_153194599349426.xml","form_type":"4"}},{"id":3865589,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-07-18T16:33:29.000Z","date":"2018-07-17","kind":"exercise","acquired":true,"shares":20000,"price":4.98,"value":99600.0,"ownership":{"direct":true},"balance_after":643564,"source":{"system":"sec-edgar","filing":"0001388961-18-000011","document":"wf-form4_153194599349426.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":3,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000011/wf-form4_153194599349426.xml","form_type":"4"}},{"id":3865588,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-07-18T16:33:29.000Z","date":"2018-07-16","kind":"sale","acquired":false,"shares":49000,"price":37.4134,"value":1833256.6,"ownership":{"direct":true},"footnotes":[{"field":"kind","element":"transactionCoding","label":"F1","text":"The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 14, 2018."},{"field":"shares","element":"transactionShares","label":"F2","text":"The price reported in Column 4 is a weighted average price.  These shares sold in multiple transactions at prices ranging from $37.10 to $37.85. Upon request by the SEC staff, the issuer or any security holder of the issuer, the reporting person will provide the full information regarding the number of shares sold at each separate price."}],"balance_after":623564,"source":{"system":"sec-edgar","filing":"0001388961-18-000011","document":"wf-form4_153194599349426.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000011/wf-form4_153194599349426.xml","form_type":"4"}},{"id":3865587,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-07-18T16:33:29.000Z","date":"2018-07-16","kind":"exercise","acquired":true,"shares":34000,"price":4.98,"value":169320.0,"ownership":{"direct":true},"balance_after":672564,"source":{"system":"sec-edgar","filing":"0001388961-18-000011","document":"wf-form4_153194599349426.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000011/wf-form4_153194599349426.xml","form_type":"4"}},{"id":3871950,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-07-06T17:02:30.000Z","date":"2018-07-03","kind":"tax_withholding","acquired":false,"shares":5035,"price":37.8,"value":190323.0,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the Reporting Person."}],"balance_after":638564,"source":{"system":"sec-edgar","filing":"0001388961-18-000010","document":"wf-form4_153091093254863.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000010/wf-form4_153091093254863.xml","form_type":"4"}},{"id":3926293,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Stock Option (Right to Buy)","published_at":"2018-05-18T16:33:21.000Z","date":"2018-05-17","kind":"exercise","acquired":false,"shares":35000,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_date","element":"exerciseDate","label":"F2","text":"15% of the total option vested on April 4, 2016. The remainder vested 33.33% on April 4, 2017, and approximately 16.67% vests at the end of each six-month period thereafter, such that the option will be fully vested on April 4, 2019."}],"balance_after":451166,"derivative":{"exercise_price":4.98,"expiration_date":"2023-04-04","underlying":"Common Stock","underlying_shares":35000},"source":{"system":"sec-edgar","filing":"0001388961-18-000009","document":"wf-form4_152667553807529.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":3,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000009/wf-form4_152667553807529.xml","form_type":"4"}},{"id":3926292,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-05-18T16:33:21.000Z","date":"2018-05-17","kind":"tax_withholding","acquired":false,"shares":16734,"price":35.7,"value":597403.8,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"Represents a \"net exercise\" of outstanding stock options. The reporting person received 18,266 shares of common stock on net exercise of option to purchase 35,000 shares of common stock. The reporting person forfeited 16,734 shares of common stock underlying the option in payment of the exercise price and applicable tax withholding, using the closing stock price on May 17, 2018 of $35.70."}],"balance_after":643599,"source":{"system":"sec-edgar","filing":"0001388961-18-000009","document":"wf-form4_152667553807529.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000009/wf-form4_152667553807529.xml","form_type":"4"}},{"id":3926291,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-05-18T16:33:21.000Z","date":"2018-05-17","kind":"exercise","acquired":true,"shares":35000,"price":4.98,"value":174300.0,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"Represents a \"net exercise\" of outstanding stock options. The reporting person received 18,266 shares of common stock on net exercise of option to purchase 35,000 shares of common stock. The reporting person forfeited 16,734 shares of common stock underlying the option in payment of the exercise price and applicable tax withholding, using the closing stock price on May 17, 2018 of $35.70."}],"balance_after":660333,"source":{"system":"sec-edgar","filing":"0001388961-18-000009","document":"wf-form4_152667553807529.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000009/wf-form4_152667553807529.xml","form_type":"4"}},{"id":3937450,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Stock Option (Right to Buy)","published_at":"2018-05-11T17:20:42.000Z","date":"2018-05-10","kind":"exercise","acquired":false,"shares":70834,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_date","element":"exerciseDate","label":"F6","text":"15% of the total option vested on April 4, 2016. The remainder vested 33.33% on April 4, 2017, and approximately 16.67% vests at the end of each six-month period thereafter, such that the option will be fully vested on April 4, 2019."}],"balance_after":486166,"derivative":{"exercise_price":4.98,"expiration_date":"2023-04-04","underlying":"Common Stock","underlying_shares":70834},"source":{"system":"sec-edgar","filing":"0001388961-18-000008","document":"wf-form4_152607358693233.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":11,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000008/wf-form4_152607358693233.xml","form_type":"4"}},{"id":3937449,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Stock Option (Right to Buy)","published_at":"2018-05-11T17:20:42.000Z","date":"2018-05-09","kind":"exercise","acquired":false,"shares":25916,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_date","element":"exerciseDate","label":"F6","text":"15% of the total option vested on April 4, 2016. The remainder vested 33.33% on April 4, 2017, and approximately 16.67% vests at the end of each six-month period thereafter, such that the option will be fully vested on April 4, 2019."}],"balance_after":557000,"derivative":{"exercise_price":4.98,"expiration_date":"2023-04-04","underlying":"Common Stock","underlying_shares":25916},"source":{"system":"sec-edgar","filing":"0001388961-18-000008","document":"wf-form4_152607358693233.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":10,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000008/wf-form4_152607358693233.xml","form_type":"4"}},{"id":3937448,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-05-11T17:20:42.000Z","date":"2018-05-10","kind":"tax_withholding","acquired":false,"shares":34377,"price":32.9,"value":1131003.3,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F5","text":"Represents a \"net exercise\" of outstanding stock options. The reporting person received 36,457 shares of common stock on net exercise of option to purchase 70,834 shares of common stock. The reporting person forfeited 34,377 shares of common stock underlying the option in payment of the exercise price and applicable tax withholding, using the closing stock price on May 10, 2018 of $32.90"}],"balance_after":625333,"source":{"system":"sec-edgar","filing":"0001388961-18-000008","document":"wf-form4_152607358693233.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":9,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000008/wf-form4_152607358693233.xml","form_type":"4"}},{"id":3937447,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-05-11T17:20:42.000Z","date":"2018-05-10","kind":"exercise","acquired":true,"shares":70834,"price":4.98,"value":352753.32,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F5","text":"Represents a \"net exercise\" of outstanding stock options. The reporting person received 36,457 shares of common stock on net exercise of option to purchase 70,834 shares of common stock. The reporting person forfeited 34,377 shares of common stock underlying the option in payment of the exercise price and applicable tax withholding, using the closing stock price on May 10, 2018 of $32.90"}],"balance_after":659710,"source":{"system":"sec-edgar","filing":"0001388961-18-000008","document":"wf-form4_152607358693233.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":8,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000008/wf-form4_152607358693233.xml","form_type":"4"}},{"id":3937446,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-05-11T17:20:42.000Z","date":"2018-05-09","kind":"sale","acquired":false,"shares":100,"price":29.65,"value":2965.0,"ownership":{"direct":true},"footnotes":[{"field":"kind","element":"transactionCoding","label":"F1","text":"The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 9, 2017."}],"balance_after":588876,"source":{"system":"sec-edgar","filing":"0001388961-18-000008","document":"wf-form4_152607358693233.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":7,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000008/wf-form4_152607358693233.xml","form_type":"4"}},{"id":3937445,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-05-11T17:20:42.000Z","date":"2018-05-09","kind":"sale","acquired":false,"shares":9000,"price":29.09,"value":261810.0,"ownership":{"direct":true},"footnotes":[{"field":"kind","element":"transactionCoding","label":"F1","text":"The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 9, 2017."},{"field":"price","element":"transactionPricePerShare","label":"F3","text":"The price reported in Column 4 is a weighted average price.  These shares sold in multiple transactions at prices ranging from $28.60 to $29.60. Upon request by the SEC staff, the issuer or any security holder of the issuer, the reporting person will provide the full information regarding the number of shares sold at each separate price."}],"balance_after":588976,"source":{"system":"sec-edgar","filing":"0001388961-18-000008","document":"wf-form4_152607358693233.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":6,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000008/wf-form4_152607358693233.xml","form_type":"4"}},{"id":3937444,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-05-11T17:20:42.000Z","date":"2018-05-09","kind":"sale","acquired":false,"shares":500,"price":27.66,"value":13830.0,"ownership":{"direct":true},"footnotes":[{"field":"kind","element":"transactionCoding","label":"F1","text":"The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 9, 2017."},{"field":"price","element":"transactionPricePerShare","label":"F2","text":"The price reported in Column 4 is a weighted average price.  These shares sold in multiple transactions at prices ranging from $27.15 to $28.05. Upon request by the SEC staff, the issuer or any security holder of the issuer, the reporting person will provide the full information regarding the number of shares sold at each separate price."}],"balance_after":597976,"source":{"system":"sec-edgar","filing":"0001388961-18-000008","document":"wf-form4_152607358693233.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":5,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000008/wf-form4_152607358693233.xml","form_type":"4"}},{"id":3937443,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-05-11T17:20:42.000Z","date":"2018-05-09","kind":"sale","acquired":false,"shares":600,"price":29.79,"value":17874.0,"ownership":{"direct":true},"footnotes":[{"field":"kind","element":"transactionCoding","label":"F1","text":"The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 9, 2017."},{"field":"price","element":"transactionPricePerShare","label":"F4","text":"The price reported in Column 4 is a weighted average price.  These shares sold in multiple transactions at prices ranging from $29.65 to $30.15. Upon request by the SEC staff, the issuer or any security holder of the issuer, the reporting person will provide the full information regarding the number of shares sold at each separate price."}],"balance_after":598476,"source":{"system":"sec-edgar","filing":"0001388961-18-000008","document":"wf-form4_152607358693233.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":4,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000008/wf-form4_152607358693233.xml","form_type":"4"}},{"id":3937442,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-05-11T17:20:42.000Z","date":"2018-05-09","kind":"sale","acquired":false,"shares":24100,"price":29.13,"value":702033.0,"ownership":{"direct":true},"footnotes":[{"field":"kind","element":"transactionCoding","label":"F1","text":"The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 9, 2017."},{"field":"price","element":"transactionPricePerShare","label":"F3","text":"The price reported in Column 4 is a weighted average price.  These shares sold in multiple transactions at prices ranging from $28.60 to $29.60. 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These shares sold in multiple transactions at prices ranging from $27.15 to $28.05. 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The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the Reporting Person."}],"balance_after":608076,"source":{"system":"sec-edgar","filing":"0001388961-18-000006","document":"wf-form4_152304581207337.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000006/wf-form4_152304581207337.xml","form_type":"4"}},{"id":3996764,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Stock Option (Right to Buy)","published_at":"2018-03-14T16:37:54.000Z","date":"2018-03-12","kind":"exercise","acquired":false,"shares":25917,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_date","element":"exerciseDate","label":"F3","text":"15% of the total option vested on April 4, 2016. The remainder vested 33.33% on April 4, 2017, and approximately 16.67% vests at the end of each six-month period thereafter, such that the option will be fully vested on April 4, 2019."}],"balance_after":608833,"derivative":{"exercise_price":4.98,"expiration_date":"2023-04-04","underlying":"Common Stock","underlying_shares":25917},"source":{"system":"sec-edgar","filing":"0001388961-18-000005","document":"wf-form4_152105986029896.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":4,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000005/wf-form4_152105986029896.xml","form_type":"4"}},{"id":3996763,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-03-14T16:37:54.000Z","date":"2018-03-12","kind":"sale","acquired":false,"shares":9600,"price":25.2535,"value":242433.6,"ownership":{"direct":true},"footnotes":[{"field":"kind","element":"transactionCoding","label":"F1","text":"The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 9, 2017."},{"field":"price","element":"transactionPricePerShare","label":"F2","text":"These shares sold at a price ranging from $25.25 to $25.2550 per share. Upon request by the SEC staff, the issuer or any security holder of the issuer, the reporting person will provide the full information regarding the number of shares sold at each separate price."}],"balance_after":635948,"source":{"system":"sec-edgar","filing":"0001388961-18-000005","document":"wf-form4_152105986029896.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":3,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000005/wf-form4_152105986029896.xml","form_type":"4"}},{"id":3996762,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-03-14T16:37:54.000Z","date":"2018-03-12","kind":"sale","acquired":false,"shares":25917,"price":25.2518,"value":654450.9006,"ownership":{"direct":true},"footnotes":[{"field":"kind","element":"transactionCoding","label":"F1","text":"The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 9, 2017."},{"field":"price","element":"transactionPricePerShare","label":"F2","text":"These shares sold at a price ranging from $25.25 to $25.2550 per share. 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The remainder vested 33.33% on April 4, 2017, and approximately 16.67% vests at the end of each six-month period thereafter, such that the option will be fully vested on April 4, 2019."}],"balance_after":634750,"derivative":{"exercise_price":4.98,"expiration_date":"2023-04-04","underlying":"Common Stock","underlying_shares":35150},"source":{"system":"sec-edgar","filing":"0001388961-18-000003","document":"wf-form4_151934063526535.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":8,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000003/wf-form4_151934063526535.xml","form_type":"4"}},{"id":4041141,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Stock Option (Right to Buy)","published_at":"2018-02-22T18:04:10.000Z","date":"2018-02-21","kind":"exercise","acquired":false,"shares":42600,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_date","element":"exerciseDate","label":"F7","text":"15% of the total option vested on April 4, 2016. The remainder vested 33.33% on April 4, 2017, and approximately 16.67% vests at the end of each six-month period thereafter, such that the option will be fully vested on April 4, 2019."}],"balance_after":669900,"derivative":{"exercise_price":4.98,"expiration_date":"2023-04-04","underlying":"Common Stock","underlying_shares":42600},"source":{"system":"sec-edgar","filing":"0001388961-18-000003","document":"wf-form4_151934063526535.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":7,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000003/wf-form4_151934063526535.xml","form_type":"4"}},{"id":4041140,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Stock Option (Right to Buy)","published_at":"2018-02-22T18:04:10.000Z","date":"2018-02-20","kind":"grant","acquired":true,"shares":140000,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_date","element":"exerciseDate","label":"F6","text":"The option vests according to the following schedule: one-third vests on February 20, 2019, an additional one-third vest on February 20, 2020, and the remaining one-third will vest on February 20, 2021, such that the option will be fully vested on February 20, 2021."}],"balance_after":140000,"derivative":{"exercise_price":24,"expiration_date":"2025-02-20","underlying":"Common Stock","underlying_shares":140000},"source":{"system":"sec-edgar","filing":"0001388961-18-000003","document":"wf-form4_151934063526535.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":6,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000003/wf-form4_151934063526535.xml","form_type":"4"}},{"id":4041139,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-02-22T18:04:10.000Z","date":"2018-02-22","kind":"sale","acquired":false,"shares":35150,"price":24.4585,"value":859716.275,"ownership":{"direct":true},"footnotes":[{"field":"kind","element":"transactionCoding","label":"F3","text":"The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 9, 2017."},{"field":"price","element":"transactionPricePerShare","label":"F5","text":"These shares sold at a price ranging from $24.30 to $24.60 per share. Upon request by the SEC staff, the issuer or any security holder of the issuer, the reporting person will provide the full information regarding the number of shares sold at each separate price."}],"balance_after":674348,"source":{"system":"sec-edgar","filing":"0001388961-18-000003","document":"wf-form4_151934063526535.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":5,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000003/wf-form4_151934063526535.xml","form_type":"4"}},{"id":4041138,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-02-22T18:04:10.000Z","date":"2018-02-22","kind":"exercise","acquired":true,"shares":35150,"price":4.98,"value":175047.0,"ownership":{"direct":true},"balance_after":709498,"source":{"system":"sec-edgar","filing":"0001388961-18-000003","document":"wf-form4_151934063526535.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":4,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000003/wf-form4_151934063526535.xml","form_type":"4"}},{"id":4041137,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-02-22T18:04:10.000Z","date":"2018-02-21","kind":"sale","acquired":false,"shares":42600,"price":24.2282,"value":1032121.32,"ownership":{"direct":true},"footnotes":[{"field":"kind","element":"transactionCoding","label":"F3","text":"The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 9, 2017."},{"field":"price","element":"transactionPricePerShare","label":"F4","text":"These shares sold at a price ranging from $23.85 to $24.55 per share. Upon request by the SEC staff, the issuer or any security holder of the issuer, the reporting person will provide the full information regarding the number of shares sold at each separate price."}],"balance_after":674348,"source":{"system":"sec-edgar","filing":"0001388961-18-000003","document":"wf-form4_151934063526535.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":3,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000003/wf-form4_151934063526535.xml","form_type":"4"}},{"id":4041136,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-02-22T18:04:10.000Z","date":"2018-02-21","kind":"exercise","acquired":true,"shares":42600,"price":4.98,"value":212148.0,"ownership":{"direct":true},"balance_after":716948,"source":{"system":"sec-edgar","filing":"0001388961-18-000003","document":"wf-form4_151934063526535.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":2,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000003/wf-form4_151934063526535.xml","form_type":"4"}},{"id":4041135,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-02-22T18:04:10.000Z","date":"2018-02-20","kind":"grant","acquired":true,"shares":87500,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F1","text":"Reflects a restricted stock unit grant (\"RSUs\") that was made to the reporting person on February 20, 2018 and that will vest equally over a three-year period on each anniversary of the grant date."},{"field":"balance_after","element":"sharesOwnedFollowingTransaction","label":"F2","text":"Not included in this amount are 43,750 performance-based restricted stock units, of which from 0% to 200% are eligible to vest on January 1, 2021 subject to the Issuer's achievement of certain financial goals over a three-year period and certification by the Compensation Committee."}],"balance_after":674348,"source":{"system":"sec-edgar","filing":"0001388961-18-000003","document":"wf-form4_151934063526535.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":1,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000003/wf-form4_151934063526535.xml","form_type":"4"}},{"id":4105885,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-01-05T18:42:11.000Z","date":"2018-01-05","kind":"exercise","acquired":false,"shares":70833,"price":0,"value":0.0,"ownership":{"direct":true},"footnotes":[{"field":"derivative.exercise_date","element":"exerciseDate","label":"F4","text":"15% of the total option vested on April 4, 2016. The remainder vested 33.33% on April 4, 2017, and approximately 16.67% vests at the end of each six-month period thereafter, such that the option will be fully vested on April 4, 2019."}],"balance_after":712500,"derivative":{"exercise_price":4.98,"expiration_date":"2023-04-04","underlying":"Common Stock","underlying_shares":70833},"source":{"system":"sec-edgar","filing":"0001388961-18-000002","document":"wf-form4_151519571600276.xml","document_sequence":1,"table":"derivative","row_type":"transaction","position":6,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000002/wf-form4_151519571600276.xml","form_type":"4"}},{"id":4105884,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-01-05T18:42:11.000Z","date":"2018-01-05","kind":"tax_withholding","acquired":false,"shares":36049,"price":22.7,"value":818312.3,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F3","text":"Represents a \"net exercise\" of outstanding stock options. The reporting person received 34,784 shares of common stock on the net exercise of options to purchase 70,833 shares of common stock. The reporting person forfeited 36,049 shares of common stock underlying the option in payment of the exercise price and applicable tax withholding, using the closing stock price on January 5, 2018 of $22.70."}],"balance_after":586848,"source":{"system":"sec-edgar","filing":"0001388961-18-000002","document":"wf-form4_151519571600276.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":5,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000002/wf-form4_151519571600276.xml","form_type":"4"}},{"id":4105883,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-01-05T18:42:11.000Z","date":"2018-01-05","kind":"exercise","acquired":true,"shares":70833,"price":4.98,"value":352748.34,"ownership":{"direct":true},"balance_after":622897,"source":{"system":"sec-edgar","filing":"0001388961-18-000002","document":"wf-form4_151519571600276.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":4,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000002/wf-form4_151519571600276.xml","form_type":"4"}},{"id":4105882,"issuer":{"id":107910,"kind":"organization","name":"AVANTAX, INC.","symbol":"AVTA"},"owners":[{"id":16485,"kind":"person","name":"Clendening John S","position":1,"cik":"0001388961","reported_name":"Clendening John S","relationship":{"director":true,"officer":true,"ten_percent_owner":false,"other":false,"officer_title":"President and CEO"}}],"security":"Common Stock","published_at":"2018-01-05T18:42:11.000Z","date":"2018-01-03","kind":"tax_withholding","acquired":false,"shares":7270,"price":22.75,"value":165392.5,"ownership":{"direct":true},"footnotes":[{"field":"shares","element":"transactionShares","label":"F2","text":"This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the Reporting Person."}],"balance_after":552064,"source":{"system":"sec-edgar","filing":"0001388961-18-000002","document":"wf-form4_151519571600276.xml","document_sequence":1,"table":"nonDerivative","row_type":"transaction","position":3,"url":"https://www.sec.gov/Archives/edgar/data/1068875/000138896118000002/wf-form4_151519571600276.xml","form_type":"4"}}],"next_cursor":"2018-01-05T18:42:11.000000Z,4105882"}