197 results
DEFM14A
AVTA
Avantax, Inc.
16 Oct 23
Proxy related to merger
5:00pm
and future financial performance of Avantax. PJT Partners assumed no responsibility for and expressed no opinion as to the Projections, the assumptions … verification of any information provided to or reviewed by it, nor was it furnished with any such verification and it did not assume any responsibility
PREM14A
AVTA
Avantax, Inc.
6 Oct 23
Preliminary proxy related to merger
5:23pm
estimates and judgments as to the business and operations and future financial performance of Avantax. PJT Partners assumed no responsibility … such verification and it did not assume any responsibility or liability for the accuracy or completeness thereof. PJT Partners did not conduct a physical
8-K
EX-2.1
AVTA
Avantax, Inc.
11 Sep 23
Avantax Enters into Definitive Agreement to be Acquired by Cetera Holdings
8:37am
and that each of Parent and Acquisition Sub is taking full responsibility for making its own evaluation of the adequacy and accuracy of all estimates … be the responsibility of Parent and Acquisition Sub; provided that, with respect to (D) and (E), the Company will inform Parent of the general nature
8-K
EX-10.1
AVTA
Avantax, Inc.
4 Apr 23
Entry into a Material Definitive Agreement
4:29pm
matters or proceedings which involve any matters for which the Executive worked on or had responsibility during the Executive’s employment with the Company … or responsibility of the Executive. Specifically, the Executive agrees (i) to meet with the Company’s representatives, its counsel or other designees
8-K
EX-2.1
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1 Nov 22
Has Entered Into Definitive Agreement to Sell Tax Software Business for $720 Million in Cash
7:05am
DEFA14A
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16 Feb 22
Additional proxy soliciting materials
5:30pm
8-K
EX-10.1
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4 Feb 22
Departure of Directors or Certain Officers
5:21pm
8-K
EX-99.1
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10 Dec 21
Regulation FD Disclosure
9:00am
8-K
EX-10.1
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27 Apr 21
Entry into a Material Definitive Agreement
5:02pm
8-K
EX-99.1
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12 Apr 21
Other Events
5:26pm
DEFA14A
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12 Apr 21
Additional proxy soliciting materials
5:24pm
DEFA14A
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12 Apr 21
Additional proxy soliciting materials
4:52pm
DFAN14A
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5 Apr 21
Additional proxy materials by non-management
5:20pm
DEFA14A
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15 Mar 21
Additional proxy soliciting materials
8:15am
8-K
EX-99.1
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15 Mar 21
Blucora Sends Letter to Stockholders Highlighting Strength of Current Board and Progress with Company’s Strategic Transformation
8:07am
DEFC14A
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11 Mar 21
Proxy in contested solicitation
9:27am
PREC14A
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1 Mar 21
Preliminary proxy with contested solicitation
9:20am