| |
| |
| Exchange: |
New York Stock Exchange |
| Security
Type: |
Common |
| Shares
Out: |
192,900,000 |
| Market
Cap: |
9.68(B) |
| Last
Volume: |
778,995 |
Avg
Vol: |
2,206,914 |
| 52
Week Range: |
$29.94 - $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 |
2024-03-03 |
2023-12-01 |
2023-06-02 |
2022-06-02 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Woram Brian J |
SVP and General Counsel |
• – – |
2009-10-01 |
4 |
A |
$0.00 |
$0 |
D/D |
45,920 |
45,920 |
|
- |
|
| Turtledove Robert J |
SVP, Chief Marketing Officer |
• – – |
2009-09-01 |
4 |
A |
$0.00 |
$0 |
D/D |
11,835 |
11,835 |
|
- |
|
| Brown Jeffrey |
VP and Corporate Controller |
• – – |
2009-07-03 |
4 |
D |
$0.00 |
$0 |
D/D |
(305) |
12,036 |
|
- |
|
| Brown Jeffrey |
VP and Corporate Controller |
• – – |
2009-07-02 |
4 |
A |
$0.00 |
$0 |
D/D |
4,461 |
12,341 |
|
- |
|
| Shulman Becky S |
Senior VP and CFO |
• – – |
2009-07-02 |
4 |
D |
$0.00 |
$0 |
D/D |
(241) |
35,324 |
|
- |
|
| Shulman Becky S |
Senior VP and CFO |
• – – |
2009-07-02 |
4 |
A |
$0.00 |
$0 |
D/D |
5,895 |
35,565 |
|
- |
|
| Breeden Richard C |
Director |
– • – |
2009-07-01 |
4 |
A |
$0.00 |
$0 |
D/D |
9,667 |
18,214 |
|
- |
|
| Brown Jeffrey |
VP and Corporate Controller |
• – – |
2009-06-30 |
4 |
D |
$17.23 |
$3,480 |
D/D |
(202) |
7,880 |
|
- |
|
| Breeden Richard C |
Director |
– • – |
2008-10-27 |
4 |
B |
$17.50 |
$50,000,003 |
I/I |
2,857,143 |
13,292,143 |
2.1 |
- |
|
| Gerard Robert A |
Director |
– • – |
2008-10-24 |
4 |
B |
$15.86 |
$95,172 |
I/I |
6,000 |
6,000 |
2.1 |
- |
|
| Lauer Len J |
Director |
– • – |
2008-10-01 |
4 |
A |
$0.00 |
$0 |
D/D |
8,547 |
18,547 |
|
- |
|
| Bloch Thomas M |
Director |
– • – |
2008-10-01 |
4 |
A |
$0.00 |
$0 |
D/D |
8,547 |
86,771 |
|
- |
|
| Gokey Timothy C |
President, Retail Tax |
• – – |
2008-10-01 |
4 |
A |
$0.00 |
$0 |
D/D |
10,520 |
39,367 |
|
- |
|
| Seip Tom D |
Director |
– • – |
2008-10-01 |
4 |
A |
$0.00 |
$0 |
D/D |
8,547 |
16,984 |
|
- |
|
| Lewis David B |
Director |
– • – |
2008-10-01 |
4 |
A |
$0.00 |
$0 |
D/D |
8,547 |
12,547 |
|
- |
|
| Breeden Richard C |
Director |
– • – |
2008-10-01 |
4 |
A |
$0.00 |
$0 |
D/D |
8,547 |
8,547 |
|
- |
|
| Brown Jeffrey |
VP and Corporate Controller |
• – – |
2008-10-01 |
4 |
A |
$0.00 |
$0 |
D/D |
840 |
7,756 |
|
- |
|
| Bennett Alan M |
Director |
– • – |
2008-10-01 |
4 |
A |
$0.00 |
$0 |
D/D |
4,273 |
4,273 |
|
- |
|
| Wood Christianna |
Director |
– • – |
2008-10-01 |
4 |
A |
$0.00 |
$0 |
D/D |
4,986 |
4,986 |
|
- |
|
| Shaw L Edward Jr |
Director |
– • – |
2008-10-01 |
4 |
A |
$0.00 |
$0 |
D/D |
8,547 |
8,547 |
|
- |
|
| Gerard Robert A |
Director |
– • – |
2008-10-01 |
4 |
A |
$0.00 |
$0 |
D/D |
8,547 |
8,547 |
|
- |
|
| Allanson Thomas A |
President, Digital |
• – – |
2008-07-30 |
4 |
S |
$24.00 |
$2,394,700 |
D/D |
(99,779) |
12,584 |
|
- |
|
| Allanson Thomas A |
President, Digital |
• – – |
2008-07-30 |
4 |
OE |
$23.37 |
$2,348,061 |
D/D |
99,779 |
112,363 |
|
- |
|
| Allanson Thomas A |
President, Digital |
• – – |
2008-07-12 |
4 |
D |
$22.48 |
$50,805 |
D/D |
(2,260) |
12,584 |
|
- |
|
| Allanson Thomas A |
President, Digital |
• – – |
2008-07-07 |
4 |
D |
$22.75 |
$6,097 |
D/D |
(268) |
14,844 |
|
- |
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1410 Records found
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Page 24 of 57 |
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