IPO registrations (S-1, F-1) · Registrants

AVANTAX, INC.

SEC CIK

1068875 · filings on EDGAR ↗

Name on the registration

INFOSPACE INC

Former names

BLUCORA, INC. (2012–2023); INFOSPACE INC (2000–2012); INFOSPACE COM INC (1998–2000)

Registration

Form S-1, first filed 1998-08-27, last 2001-09-18; 5 initial registrations, 14 amendments

Outcome

Final prospectus filed 1998-12-16

Industry (SIC)

Finance Services 6199

Incorporated in

DE

Business address

3200 OLYMPUS BLVD., SUITE 100, Dallas, TX 75019

EIN

91-1718107

EDGAR entity type

operating

Insiders and CEO pay

AVANTAX, INC. on the corporate pages

Offering terms

Proposed price range

$13.00–$15.00 per share (S-1/A filed 1998-12-15)

Final price

$2.17 per share, below the range (424B4 filed 1998-12-16, an initial public offering)

Shares sold

5,000,000

Gross proceeds

$10,850,000 before underwriting discounts and any over-allotment option

Listing

Nasdaq under the symbol INSP

Lead underwriters

Hambrecht & Quist

Syndicate

Montgomery Securities (1,087,500); RBC Capital Markets (906,250); Bear Stearns (125,000); Oppenheimer (125,000); Morgan Stanley (125,000); Charles Schwab & Co., Inc (125,000); S.G. Cowen Securities (125,000); UBS (125,000); Allen & Company (62,500); First Albany Corporation (62,500); Jefferies (62,500); Needham & Company (62,500); Pacific Crest Securities (62,500); Ragen MacKenzie Incorporated (62,500); SoundView (62,500); Sutro & Company Inc (62,500); C. E. Unterberg, Towbin (62,500); Wedbush Securities (62,500)

Read from the cover pages of the filings listed under “Prospectus pages read” below; check the document for anything that matters.

On this site

• Form 5500 plan sponsor: AVANTAX, INC. EXACT (EIN (EXACT))
• SEC filer: AVANTAX, INC. EXACT (CIK (EXACT))
• Person page: Ann J Bruder Fuzzy (officer, director or 10% owner on the company's Forms 3, 4 and 5 (Officer))
• Person page: David H S Chung Fuzzy (officer, director or 10% owner on the company's Forms 3, 4 and 5 (Director))

Filings 21

Prospectus pages read 2

Officers, directors and large holders Forms 3, 4 and 5

Everyone who filed an insider report for this company, from the SEC’s Insider Transactions Data Sets (2006 on). Person pages are matched by name and state only.

Data: SEC EDGAR. The quarterly full index (every S-1, S-1/A, F-1 and F-1/A since 1993, with the pricing prospectus, notice of effectiveness and withdrawal request of each registrant) and the company submissions data (SIC, state of incorporation, address, EIN, tickers, former names). Company details are what EDGAR holds today, not at the time of the filing.

Also on this site Fuzzy

Matched by an identifier (EIN, CIK, CRD), by name and state or city, or by street address; a shared name or address is not proof of the same person or organization. Every link says how it was made; how the cross-referencing works.

Others with the same interests

SIC industry Finance Services, TX first:

• TRIAD FINANCIAL SM LLC TX
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• Financial Gravity Companies, Inc. TX
• HeartSciences Inc. TX
• NetSpend Holdings, Inc. TX
• Elevate Credit, Inc. TX
• HYPERION DEFI, INC. TX
• Cango Inc. TX
• Beneficient TX
• ZeroStack Corp. TX

More with this interest.

In other datasets, the same topic (Finance) in TX:

• Lobbying client: 7 ELEVEN, INC. (Federal lobbying (LDA))

Interests: Finance Services · Finance