| |
| |
| Exchange: |
New York Stock Exchange |
| Security
Type: |
Common |
| Shares
Out: |
192,900,000 |
| Market
Cap: |
9.77(B) |
| Last
Volume: |
958,960 |
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 |
|
Rankings:
|
|
| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
|
| Guru Rank Number : - |
| Guru Rank Value : - |
| Guru Occurances : - |
|
|
|
|
|
| |
|
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. |
|
|
|
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
|
|
|
|
|
| |
| |
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 |
  Cobb William C |
President and CEO |
• • – |
2012-06-29 |
4 |
A |
$0.00 |
$0 |
D/D |
84,480 |
251,105 |
|
- |
|
| Macfarlane Gregory J |
Chief Financial Officer |
• • – |
2012-06-29 |
4 |
A |
$0.00 |
$0 |
D/D |
14,080 |
53,170 |
|
- |
|
| Macfarlane Gregory J |
Chief Financial OfficerOfficer |
• – – |
2012-06-04 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
39,090 |
|
- |
|
| Houseworth Jason |
SVP, DigitalOfficer |
• – – |
2012-03-01 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
2,000 |
|
- |
|
| Houseworth Jason |
SVP, DigitalOfficer |
• – – |
2012-03-01 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
19,865 |
|
- |
|
| Ehrlich Susan |
SVP, Financial ServicesOfficer |
• – – |
2012-03-01 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
6,105 |
|
- |
|
| Gerke Thomas A |
SVP and General Counsel |
• – – |
2012-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
8,235 |
8,235 |
|
- |
|
| Cobb William C |
President and CEO |
• • – |
2011-12-23 |
4 |
D |
$16.08 |
$292,736 |
D/D |
(18,205) |
166,625 |
|
- |
|
| Lewis David B |
Director |
– • – |
2011-10-03 |
4 |
A |
$13.49 |
$124,997 |
D/D |
9,266 |
33,522 |
|
- |
|
| Wood Christianna |
Director |
– • – |
2011-10-03 |
4 |
A |
$13.49 |
$124,997 |
D/D |
9,266 |
29,596 |
|
- |
|
| Brown Paul J |
Director |
– • – |
2011-10-03 |
4 |
A |
$13.49 |
$124,997 |
D/D |
9,266 |
9,266 |
|
- |
|
| Rohde Bruce |
Director |
– • – |
2011-10-03 |
4 |
A |
$13.49 |
$124,997 |
D/D |
9,266 |
20,174 |
|
- |
|
| Gerard Robert A |
Director |
– • – |
2011-10-03 |
4 |
A |
$13.49 |
$319,993 |
D/D |
23,721 |
47,977 |
|
- |
|
| Ellison Marvin R |
Director |
– • – |
2011-10-03 |
4 |
A |
$13.49 |
$124,997 |
D/D |
9,266 |
9,266 |
|
- |
|
| Reich Victoria |
Director |
– • – |
2011-10-03 |
4 |
A |
$13.49 |
$124,997 |
D/D |
9,266 |
9,266 |
|
- |
|
| Seip Tom D |
Director |
– • – |
2011-10-03 |
4 |
A |
$13.49 |
$124,997 |
D/D |
9,266 |
33,522 |
|
- |
|
| Wright James F |
Director |
– • – |
2011-10-03 |
4 |
A |
$13.49 |
$124,997 |
D/D |
9,266 |
9,266 |
|
- |
|
| Agar Richard K |
SVP and CIO |
• – – |
2011-09-30 |
4 |
D |
$13.31 |
$5,311 |
D/D |
(399) |
48,150 |
|
- |
|
| Brown Jeffrey |
SVP and CFO |
• – – |
2011-09-30 |
4 |
D |
$13.31 |
$8,332 |
D/D |
(626) |
29,896 |
|
- |
|
| Brown Colby R |
VP and Corporate Controller |
• – – |
2011-09-30 |
4 |
D |
$13.31 |
$4,419 |
D/D |
(332) |
9,248 |
|
- |
|
| Mazzini Phil |
President, Retail Tax |
• – – |
2011-09-30 |
4 |
D |
$13.31 |
$7,693 |
D/D |
(578) |
26,307 |
|
- |
|
| Reich Victoria |
Director |
– • – |
2011-09-29 |
4 |
B |
$13.64 |
$47,742 |
D/D |
3,500 |
3,500 |
2.39 |
- |
|
| Rohde Bruce |
Director |
– • – |
2011-09-21 |
4 |
B |
$13.70 |
$137,000 |
D/D |
10,000 |
20,908 |
2.39 |
- |
|
| Wright James F |
Director |
– • – |
2011-09-16 |
4 |
B |
$14.18 |
$141,800 |
D/D |
10,000 |
10,000 |
2.39 |
- |
|
| Brown Paul J |
Director |
– • – |
2011-09-16 |
4 |
B |
$14.28 |
$28,554 |
D/D |
2,000 |
2,000 |
2.39 |
- |
|
1410 Records found
|
|
Page 21 of 57 |
|
|
1.92 (3.65%) 
