| |
| |
| Exchange: |
New York Stock Exchange |
| Security
Type: |
Common |
| Shares
Out: |
192,900,000 |
| Market
Cap: |
9.44(B) |
| Last
Volume: |
1,480,153 |
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 |
  Brown Jeffrey |
VP and Corporate Controller |
• – – |
2008-07-03 |
4 |
A |
$21.81 |
$59,585 |
D/D |
2,732 |
6,615 |
|
- |
|
| Hale Roger W |
Director |
– • – |
2008-07-01 |
4 |
S |
$21.55 |
$258,600 |
D/D |
(12,000) |
66,301 |
|
- |
|
| Hale Roger W |
Director |
– • – |
2008-07-01 |
4 |
OE |
$12.50 |
$150,000 |
D/D |
12,000 |
78,301 |
|
- |
|
| Gokey Timothy C |
President, U.S. Tax Services |
• – – |
2008-06-30 |
4 |
D |
$21.40 |
$47,743 |
D/D |
(2,231) |
28,847 |
|
- |
|
| Brown Jeffrey |
VP and Corporate Controller |
• – – |
2008-06-30 |
4 |
D |
$21.40 |
$5,628 |
D/D |
(263) |
3,883 |
|
- |
|
| Tait Steven |
President, Business Services |
• – – |
2008-06-30 |
4 |
D |
$21.40 |
$36,423 |
D/D |
(1,702) |
28,417 |
|
- |
|
| Serati Tammy S |
Senior VP, Human Resources |
• – – |
2008-06-30 |
4 |
D |
$21.40 |
$9,566 |
D/D |
(447) |
13,187 |
|
- |
|
| Hale Roger W |
Director |
– • – |
2008-06-23 |
4 |
OE |
$10.53 |
$84,250 |
D/D |
8,000 |
66,263 |
|
- |
|
| Breeden Richard C |
Director |
– • – |
2008-04-09 |
4 |
B |
$21.72 |
$29,963,958 |
I/I |
1,375,000 |
10,435,000 |
2.1 |
- |
|
| Breeden Richard C |
Director |
– • – |
2008-04-08 |
4 |
B |
$21.31 |
$13,539,795 |
I/I |
625,000 |
9,060,000 |
2.1 |
- |
|
| Allanson Thomas A |
President, Digital |
• – – |
2008-04-04 |
4 |
S |
$21.49 |
$53,725 |
D/D |
(2,500) |
15,112 |
|
- |
|
| West Marc |
President, Commercial Markets |
• – – |
2008-04-04 |
4 |
S |
$21.54 |
$338,883 |
D/D |
(15,717) |
1,961 |
|
- |
|
| West Marc |
President, Commercial Markets |
• – – |
2008-04-01 |
4 |
S |
$20.95 |
$92,725 |
I/I |
(4,426) |
0 |
|
- |
|
| Brown Jeffrey |
VP and Corporate ControllerOff |
• – – |
2008-03-24 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
1,167 |
|
- |
|
| Brown Jeffrey |
VP and Corporate ControllerOff |
• – – |
2008-03-24 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
4,145 |
|
- |
|
| Breeden Richard C |
Director |
– • – |
2008-03-20 |
4 |
B |
$20.59 |
$1,553,000 |
I/I |
75,000 |
8,435,000 |
2.1 |
- |
|
| Breeden Richard C |
Director |
– • – |
2008-03-19 |
4 |
B |
$20.29 |
$15,259,715 |
I/I |
750,000 |
8,360,000 |
2.1 |
- |
|
| Breeden Richard C |
Director |
– • – |
2008-03-18 |
4 |
B |
$18.84 |
$31,005,449 |
I/I |
1,610,000 |
7,610,000 |
2.1 |
- |
|
| Seip Tom D |
Director |
– • – |
2008-01-02 |
4 |
A |
$18.43 |
$424 |
D/D |
23 |
8,376 |
|
- |
|
| Hale Roger W |
Director |
– • – |
2008-01-02 |
4 |
A |
$18.43 |
$792 |
D/D |
43 |
58,225 |
|
- |
|
| Frigon Henry F |
Director |
– • – |
2008-01-02 |
4 |
A |
$18.43 |
$1,364 |
D/D |
74 |
9,523 |
|
- |
|
| Shulman Becky S |
Sr Vice President & Treasurer |
• – – |
2007-12-03 |
4 |
A |
$19.46 |
$199,952 |
D/D |
10,275 |
25,920 |
|
- |
|
| Graebner Carol F |
Executive VP, General Counsel |
• – – |
2007-12-03 |
4 |
D |
$19.68 |
$21,943 |
D/D |
(1,115) |
11,885 |
|
- |
|
| Bloch Thomas M |
Director |
– • – |
2007-12-03 |
4 |
AS |
$19.37 |
$3,874 |
I/I |
(200) |
10,600 |
|
- |
|
| Bloch Thomas M |
Director |
– • – |
2007-12-03 |
4 |
GD |
$0.00 |
$0 |
D/D |
1,000 |
78,224 |
|
- |
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1410 Records found
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Page 25 of 57 |
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