| |
| |
| Exchange: |
New York Stock Exchange |
| Security
Type: |
Common |
| Shares
Out: |
192,900,000 |
| Market
Cap: |
10.55(B) |
| Last
Volume: |
2,664,794 |
Avg
Vol: |
2,039,279 |
| 52
Week Range: |
$49.96 - $66.6 |
|
| Level
I Sector: |
Industrials |
| Level
II Sector: |
Diversified Services |
| Level
III Sector: |
Personal Services |
|
Member Indexes:
|
| |
S&P COMPOSITE 1500 |
|
NYSE COMPOSITE |
| |
S&P 500 |
|
Rankings:
|
|
| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
|
| Guru Rank Number : - |
| Guru Rank Value : - |
| Guru Occurances : - |
|
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| |
|
Company Profile H&R Block provides assisted, do-it-yourself, tax return preparation solutions through multiple channels (including in-person, online and mobile applications and desktop software) and distribute H&R Block-branded services and products, including those of its bank partners, to the general public primarily in the U.S., Canada and Australia. Co. also provides a number of additional services, including Refund Transfers, Co.'s Peace of Mind® Extended Service Plan (POM), H&R Block Emerald Prepaid Mastercard®, Emerald Advances, Tax Identity Shield®, Refund Advances, and small business financial solutions. For its Canadian clients, Co. also provides POM and small business financial solutions.
|
|
|
D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
|
|
Forms:
|
|
|
A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
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|
3m +/-:
|
|
|
|
This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
|
|
|
|
Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
|
|
|
|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
|
|
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|
|
| |
| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
0 |
0 |
0 |
| Total Buy Value |
$0 |
$0 |
$0 |
$0 |
| Total People Bought |
0 |
0 |
0 |
0 |
| Total Buy Transactions |
0 |
0 |
0 |
0 |
| Total Shares Sold |
53,810 |
53,810 |
214,712 |
461,655 |
| Total Sell Value |
$3,405,097 |
$3,405,097 |
$13,375,636 |
$24,312,233 |
| Total People Sold |
1 |
1 |
4 |
4 |
| Total Sell Transactions |
1 |
1 |
7 |
12 |
| End Date |
2025-03-30 |
2024-12-27 |
2024-06-28 |
2023-06-29 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Campbell Curtis A |
Pres, GCT & Chief Product Off |
• • – |
2025-06-03 |
4 |
D |
$58.91 |
$54,845 |
D/D |
(931) |
14,635 |
|
- |
|
| Jones Jeffrey J Ii |
President & CEO |
• • – |
2025-04-16 |
4 |
AS |
$63.28 |
$3,405,097 |
D/D |
(53,810) |
844,790 |
|
-13% |
|
| Redler Dara S |
Chief Legal Officer |
• • – |
2025-01-31 |
4 |
D |
$55.31 |
$191,317 |
D/D |
(3,459) |
23,401 |
|
- |
|
| Gupta Anuradha |
Director |
• • – |
2024-11-06 |
4 |
A |
$0.00 |
$0 |
D/D |
3,148 |
38,270 |
|
- |
|
| Johnson Richard A |
Director |
• • – |
2024-11-06 |
4 |
A |
$0.00 |
$0 |
D/D |
3,148 |
79,112 |
|
- |
|
| Winter Matthew E |
Director |
• • – |
2024-11-06 |
4 |
A |
$0.00 |
$0 |
D/D |
3,148 |
53,638 |
|
- |
|
| Cohan Sean |
Director |
• • – |
2024-11-06 |
4 |
A |
$0.00 |
$0 |
D/D |
3,148 |
23,827 |
|
- |
|
| Mends Mia |
Director |
• • – |
2024-11-06 |
4 |
A |
$0.00 |
$0 |
D/D |
3,148 |
23,827 |
|
- |
|
| Reich Victoria |
Director |
• • – |
2024-11-06 |
4 |
A |
$0.00 |
$0 |
D/D |
3,148 |
109,326 |
|
- |
|
| Gerard Robert A |
Director |
• • – |
2024-11-06 |
4 |
A |
$0.00 |
$0 |
D/D |
6,460 |
303,983 |
|
- |
|
| Logerwell Kellie J |
VP & Chief Acct Officer |
• • – |
2024-09-16 |
4 |
S |
$64.41 |
$515,281 |
D/D |
(8,000) |
18,474 |
|
16% |
|
| Jones Jeffrey J Ii |
President & CEO |
• • – |
2024-09-03 |
4 |
AS |
$63.07 |
$613,167 |
D/D |
(9,722) |
893,169 |
|
-14% |
|
| Jones Jeffrey J Ii |
President & CEO |
• • – |
2024-08-31 |
4 |
D |
$63.31 |
$11,098,496 |
D/D |
(175,304) |
902,891 |
|
- |
|
| Jones Jeffrey J Ii |
President & CEO |
• • – |
2024-08-31 |
4 |
A |
$0.00 |
$0 |
D/D |
45,886 |
1,078,195 |
|
- |
|
| Redler Dara S |
Chief Legal Officer |
• • – |
2024-08-31 |
4 |
D |
$63.31 |
$163,276 |
D/D |
(2,579) |
26,122 |
|
- |
|
| Redler Dara S |
Chief Legal Officer |
• • – |
2024-08-31 |
4 |
A |
$0.00 |
$0 |
D/D |
6,635 |
28,701 |
|
- |
|
| Bowen Tony G |
Chief Financial Officer |
• • – |
2024-08-31 |
4 |
D |
$63.31 |
$3,177,719 |
D/D |
(50,193) |
89,341 |
|
- |
|
| Campbell Curtis A |
Pres, GCT & Chief Product Off |
• • – |
2024-08-31 |
4 |
A |
$0.00 |
$0 |
D/D |
8,293 |
15,270 |
|
- |
|
| Manuel Scott |
Chief Strategy & Operations Of |
• • – |
2024-08-31 |
4 |
A |
$0.00 |
$0 |
D/D |
8,767 |
8,824 |
|
- |
|
| Mason Tiffany L |
Executive VP, Finance |
• • – |
2024-08-31 |
4 |
A |
$0.00 |
$0 |
D/D |
7,187 |
7,187 |
|
- |
|
| Logerwell Kellie J |
VP & Chief Acct Officer |
• • – |
2024-08-31 |
4 |
D |
$63.31 |
$518,699 |
D/D |
(8,193) |
26,474 |
|
- |
|
| Logerwell Kellie J |
VP & Chief Acct Officer |
• • – |
2024-08-31 |
4 |
A |
$0.00 |
$0 |
D/D |
1,604 |
34,667 |
|
- |
|
| Logerwell Kellie J |
VP & Chief Acct Officer |
• • – |
2024-08-19 |
4 |
S |
$65.00 |
$639,990 |
D/D |
(9,846) |
25,028 |
|
17% |
|
| Redler Dara S |
Chief Legal Officer |
• • – |
2024-08-19 |
4 |
S |
$64.10 |
$583,310 |
D/D |
(9,100) |
22,066 |
|
17% |
|
| Bowen Tony G |
Chief Financial Officer |
• • – |
2024-08-19 |
4 |
S |
$65.17 |
$5,165,594 |
D/D |
(79,259) |
90,095 |
|
17% |
|
408 Records found
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Page 1 of 17 |
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0.38 (0.7%) 
