| |
| |
| Exchange: |
New York Stock Exchange |
| Security
Type: |
Common |
| Shares
Out: |
192,900,000 |
| Market
Cap: |
9.63(B) |
| Last
Volume: |
1,064,483 |
Avg
Vol: |
2,210,594 |
| 52
Week Range: |
$29.85 - $53.83 |
|
| 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:
|
|
|
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:
|
|
|
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 |
11,000 |
| Total Buy Value |
$0 |
$0 |
$0 |
$330,390 |
| Total People Bought |
0 |
0 |
0 |
2 |
| Total Buy Transactions |
0 |
0 |
0 |
3 |
| Total Shares Sold |
0 |
100,859 |
246,943 |
464,773 |
| Total Sell Value |
$0 |
$4,945,946 |
$10,936,597 |
$20,759,470 |
| Total People Sold |
0 |
1 |
3 |
5 |
| Total Sell Transactions |
0 |
2 |
5 |
11 |
| End Date |
2024-02-29 |
2023-11-28 |
2023-05-30 |
2022-05-30 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Reich Victoria |
Director |
• • – |
2017-09-14 |
4 |
A |
$0.00 |
$0 |
D/D |
5,710 |
46,706 |
|
- |
|
| Gerard Robert A |
Director |
• • – |
2017-09-14 |
4 |
A |
$0.00 |
$0 |
D/D |
13,323 |
144,828 |
|
- |
|
| Seip Tom D |
Director |
• • – |
2017-09-14 |
4 |
A |
$0.00 |
$0 |
D/D |
5,710 |
91,028 |
|
- |
|
| Jones Jeffrey J Ii |
President & CEO - Designate |
• • – |
2017-08-21 |
4 |
A |
$0.00 |
$0 |
D/D |
164,394 |
164,394 |
|
- |
|
| Collins Kathryn M |
SVP, Chief Mktg & Strat Off |
• • – |
2017-07-18 |
4 |
S |
$30.35 |
$88,944 |
D/D |
(2,931) |
17,372 |
|
- |
|
| Logerwell Kellie J |
VP & Chief Acct Officer |
• • – |
2017-07-14 |
4 |
S |
$30.71 |
$24,569 |
D/D |
(800) |
4,410 |
|
- |
|
| Bowen Tony G |
Chief Financial Officer |
• • – |
2017-07-03 |
4 |
D |
$31.04 |
$683 |
D/D |
(22) |
29,043 |
|
- |
|
| Bowen Tony G |
Chief Financial Officer |
• • – |
2017-07-03 |
4 |
A |
$0.00 |
$0 |
D/D |
19 |
29,065 |
|
- |
|
| Collins Kathryn M |
SVP, Chief Mktg & Strat Off |
• • – |
2017-07-03 |
4 |
D |
$31.04 |
$962 |
D/D |
(31) |
19,972 |
|
- |
|
| Collins Kathryn M |
SVP, Chief Mktg & Strat Off |
• • – |
2017-07-03 |
4 |
A |
$0.00 |
$0 |
D/D |
53 |
20,003 |
|
- |
|
| Gerke Thomas A |
Gen. Counsel & Chief Admin Off |
• • – |
2017-07-03 |
4 |
D |
$31.04 |
$2,669 |
D/D |
(86) |
128,387 |
|
- |
|
| Gerke Thomas A |
Gen. Counsel & Chief Admin Off |
• • – |
2017-07-03 |
4 |
A |
$0.00 |
$0 |
D/D |
109 |
128,473 |
|
- |
|
| Cobb William C |
President and CEO |
• • – |
2017-07-03 |
4 |
D |
$31.04 |
$13,658 |
D/D |
(440) |
498,980 |
|
- |
|
| Cobb William C |
President and CEO |
• • – |
2017-07-03 |
4 |
A |
$0.00 |
$0 |
D/D |
566 |
499,420 |
|
- |
|
| Logerwell Kellie J |
VP & Chief Acct Officer |
• • – |
2017-07-03 |
4 |
D |
$31.04 |
$186 |
D/D |
(6) |
5,209 |
|
- |
|
| Bowen Tony G |
Chief Financial Officer |
• • – |
2017-06-30 |
4 |
D |
$30.91 |
$103,765 |
D/D |
(3,357) |
28,925 |
|
- |
|
| Bowen Tony G |
Chief Financial Officer |
• • – |
2017-06-30 |
4 |
A |
$0.00 |
$0 |
D/D |
6,471 |
32,282 |
|
- |
|
| Wright James F |
Director |
• • – |
2017-06-28 |
4 |
S |
$30.67 |
$306,690 |
D/D |
(10,000) |
40,676 |
|
- |
|
| Cobb William C |
President and CEO |
• • – |
2017-06-28 |
4 |
S |
$30.96 |
$6,154,579 |
D/D |
(198,765) |
551,458 |
|
- |
|
| Cobb William C |
President and CEO |
• • – |
2017-06-28 |
4 |
OE |
$17.48 |
$3,474,412 |
D/D |
198,765 |
750,223 |
|
- |
|
| Cobb William C |
President and CEO |
• • – |
2017-06-27 |
4 |
S |
$31.43 |
$5,939,446 |
D/D |
(188,975) |
551,458 |
|
- |
|
| Cobb William C |
President and CEO |
• • – |
2017-06-27 |
4 |
OE |
$17.48 |
$3,439,353 |
D/D |
188,975 |
740,433 |
|
- |
|
| Cobb William C |
President and CEO |
• • – |
2017-06-21 |
4 |
S |
$30.84 |
$7,709,075 |
D/D |
(250,000) |
551,458 |
|
- |
|
| Collins Kathryn M |
SVP, Chief Mktg & Strat Off |
• • – |
2017-06-20 |
4 |
S |
$30.36 |
$212,526 |
D/D |
(7,000) |
20,534 |
|
- |
|
| Cobb William C |
President and CEO |
• • – |
2017-06-20 |
4 |
S |
$30.18 |
$15,090,000 |
D/D |
(500,000) |
801,458 |
|
- |
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1410 Records found
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Page 11 of 57 |
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1.02 (2.09%) 
