| |
| |
| Exchange: |
New York Stock Exchange |
| Security
Type: |
Common |
| Shares
Out: |
192,900,000 |
| Market
Cap: |
8.54(B) |
| Last
Volume: |
1,622,531 |
Avg
Vol: |
2,000,577 |
| 52
Week Range: |
$44.85 - $63.04 |
|
| 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 |
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Rankings:
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| 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.
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D/I:
|
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|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
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Forms:
|
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|
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 +/-:
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|
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.
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Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
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|
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 |
0 |
0 |
53,810 |
362,463 |
| Total Sell Value |
$0 |
$0 |
$3,405,097 |
$20,530,092 |
| Total People Sold |
0 |
0 |
1 |
4 |
| Total Sell Transactions |
0 |
0 |
1 |
10 |
| End Date |
2025-08-17 |
2025-05-16 |
2024-11-15 |
2023-11-16 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Jones Jeffrey J Ii |
President & CEO |
• • – |
2025-11-12 |
4 |
S |
$46.46 |
$8,198,173 |
D/D |
(176,449) |
906,313 |
|
- |
|
| Jones Jeffrey J Ii |
President & CEO |
• • – |
2025-11-12 |
4 |
OE |
$29.73 |
$4,313,437 |
D/D |
145,087 |
1,082,762 |
|
- |
|
| Reich Victoria |
Director |
• • – |
2025-11-05 |
4 |
A |
$0.00 |
$0 |
D/D |
3,927 |
116,362 |
|
- |
|
| Winter Matthew E |
Director |
• • – |
2025-11-05 |
4 |
A |
$0.00 |
$0 |
D/D |
3,927 |
59,083 |
|
- |
|
| Gerard Robert A |
Director |
• • – |
2025-11-05 |
4 |
A |
$0.00 |
$0 |
D/D |
3,927 |
316,262 |
|
- |
|
| Gupta Anuradha |
Director |
• • – |
2025-11-05 |
4 |
A |
$0.00 |
$0 |
D/D |
3,927 |
43,280 |
|
- |
|
| Mends Mia |
Director |
• • – |
2025-11-05 |
4 |
A |
$0.00 |
$0 |
D/D |
3,927 |
28,428 |
|
- |
|
| Cohan Sean |
Director |
• • – |
2025-11-05 |
4 |
A |
$0.00 |
$0 |
D/D |
3,927 |
28,428 |
|
- |
|
| Johnson Richard A |
Director |
• • – |
2025-11-05 |
4 |
A |
$0.00 |
$0 |
D/D |
10,209 |
91,277 |
|
- |
|
| Wasleski April M. |
VP & Chief Acct Officer |
• • – |
2025-11-01 |
4 |
A |
$0.00 |
$0 |
D/D |
3,293 |
4,934 |
|
- |
|
| Wasleski April M. |
VP & Chief Acct OfficerOfficer |
• – – |
2025-10-24 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
1,641 |
|
-14% |
|
| Manuel Scott |
Chief Strategy & Operations Of |
• • – |
2025-08-31 |
4 |
D |
$50.35 |
$65,807 |
D/D |
(1,307) |
23,386 |
|
- |
|
| Manuel Scott |
Chief Strategy & Operations Of |
• • – |
2025-08-31 |
4 |
A |
$0.00 |
$0 |
D/D |
15,642 |
24,693 |
|
- |
|
| Campbell Curtis A |
Pres, GCT & Chief Product Off |
• • – |
2025-08-31 |
4 |
D |
$50.35 |
$56,090 |
D/D |
(1,114) |
25,423 |
|
- |
|
| Campbell Curtis A |
Pres, GCT & Chief Product Off |
• • – |
2025-08-31 |
4 |
A |
$0.00 |
$0 |
D/D |
11,818 |
26,537 |
|
- |
|
| Mason Tiffany L |
Executive VP, Finance |
• • – |
2025-08-31 |
4 |
D |
$50.35 |
$53,925 |
D/D |
(1,071) |
21,944 |
|
- |
|
| Mason Tiffany L |
Executive VP, Finance |
• • – |
2025-08-31 |
4 |
A |
$0.00 |
$0 |
D/D |
15,642 |
23,015 |
|
- |
|
| Redler Dara S |
Chief Legal & Admin. Officer |
• • – |
2025-08-31 |
4 |
D |
$50.35 |
$531,444 |
D/D |
(10,555) |
41,885 |
|
- |
|
| Redler Dara S |
Chief Legal & Admin. Officer |
• • – |
2025-08-31 |
4 |
A |
$0.00 |
$0 |
D/D |
12,861 |
52,440 |
|
- |
|
| Jones Jeffrey J Ii |
President & CEO |
• • – |
2025-08-31 |
4 |
D |
$50.35 |
$3,537,440 |
D/D |
(70,257) |
935,279 |
|
- |
|
| Jones Jeffrey J Ii |
President & CEO |
• • – |
2025-08-31 |
4 |
A |
$0.00 |
$0 |
D/D |
57,697 |
1,005,536 |
|
- |
|
| Logerwell Kellie J |
VP & Chief Acct Officer |
• • – |
2025-08-31 |
4 |
D |
$50.35 |
$148,381 |
D/D |
(2,947) |
22,126 |
|
- |
|
| Logerwell Kellie J |
VP & Chief Acct Officer |
• • – |
2025-08-31 |
4 |
A |
$0.00 |
$0 |
D/D |
2,086 |
25,073 |
|
- |
|
| Logerwell Kellie J |
VP & Chief Acct Officer |
• • – |
2025-08-13 |
4 |
A |
$0.00 |
$0 |
D/D |
4,409 |
22,987 |
|
- |
|
| Redler Dara S |
Chief Legal Officer |
• • – |
2025-08-13 |
4 |
A |
$0.00 |
$0 |
D/D |
15,511 |
39,579 |
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- |
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415 Records found
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Page 1 of 17 |
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