| |
| |
| 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:
|
|
| 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 |
  Dubrish Robert E |
President and CEO, Option One |
• – – |
2007-07-02 |
4 |
S |
$23.06 |
$4,292,538 |
D/D |
(185,648) |
50,791 |
|
- |
|
| Dubrish Robert E |
President and CEO, Option One |
• – – |
2007-07-02 |
4 |
OE |
$16.14 |
$1,836,512 |
D/D |
113,804 |
236,439 |
|
- |
|
| Ecton Donna R |
Director |
– • – |
2007-07-02 |
4 |
A |
$23.17 |
$672 |
D/D |
29 |
31,239 |
|
- |
|
| Hale Roger W |
Director |
– • – |
2007-07-02 |
4 |
A |
$23.17 |
$741 |
D/D |
32 |
58,146 |
|
- |
|
| Seip Tom D |
Director |
– • – |
2007-07-02 |
4 |
A |
$23.17 |
$394 |
D/D |
17 |
8,333 |
|
- |
|
| Smith Louis W |
Director |
– • – |
2007-07-02 |
4 |
A |
$23.17 |
$2,665 |
D/D |
115 |
27,753 |
|
- |
|
| Wilkins Rayford Jr |
Director |
– • – |
2007-07-02 |
4 |
A |
$23.17 |
$1,691 |
D/D |
73 |
12,594 |
|
- |
|
| Ernst Mark A |
President and CEO |
• • – |
2007-06-30 |
4 |
D |
$23.37 |
$156,345 |
D/D |
(6,690) |
276,580 |
|
- |
|
| Gokey Timothy C |
President, U.S. Tax Services |
• – – |
2007-06-30 |
4 |
D |
$23.37 |
$52,138 |
D/D |
(2,231) |
31,078 |
|
- |
|
| Dubrish Robert E |
President and CEO, Option One |
• – – |
2007-06-30 |
4 |
D |
$23.37 |
$69,713 |
D/D |
(2,983) |
122,635 |
|
- |
|
| Serati Tammy S |
Senior VP, Human Resources |
• – – |
2007-06-30 |
4 |
D |
$23.37 |
$20,846 |
D/D |
(892) |
12,880 |
|
- |
|
| Tait Steven |
President, Business Services |
• – – |
2007-06-30 |
4 |
D |
$23.37 |
$49,451 |
D/D |
(2,116) |
30,119 |
|
- |
|
| Gokey Timothy C |
President, U.S. Tax Services |
• – – |
2007-06-28 |
4 |
D |
$23.29 |
$51,960 |
D/D |
(2,231) |
48,309 |
|
- |
|
| Hale Roger W |
Director |
– • – |
2007-06-22 |
4 |
S |
$22.50 |
$450,060 |
D/D |
(20,000) |
58,114 |
|
- |
|
| Hale Roger W |
Director |
– • – |
2007-06-22 |
4 |
OE |
$8.06 |
$161,626 |
D/D |
20,000 |
78,114 |
|
- |
|
| Trubeck William L |
Executive VP and CFO |
• – – |
2007-06-15 |
4 |
A |
$23.89 |
$563 |
D/D |
24 |
53,409 |
|
- |
|
| Serati Tammy S |
Senior VP, Human Resources |
• – – |
2007-06-15 |
4 |
A |
$23.89 |
$157 |
D/D |
7 |
20,721 |
|
- |
|
| Trubeck William L |
Executive VP and CFO |
• – – |
2007-06-04 |
4 |
A |
$22.85 |
$562 |
D/D |
25 |
53,385 |
|
- |
|
| Serati Tammy S |
Senior VP, Human Resources |
• – – |
2007-06-04 |
4 |
A |
$22.85 |
$157 |
D/D |
7 |
20,715 |
|
- |
|
| Wilkins Rayford Jr |
Director |
– • – |
2007-06-01 |
4 |
A |
$23.83 |
$17,515 |
D/D |
735 |
12,521 |
|
- |
|
| Bloch Thomas M |
Director |
– • – |
2007-06-01 |
4 |
AS |
$23.69 |
$4,738 |
I/I |
(200) |
11,200 |
|
- |
|
| Bloch Thomas M |
Director |
– • – |
2007-06-01 |
4 |
AS |
$23.69 |
$23,690 |
D/D |
(1,000) |
85,224 |
|
- |
|
| Trubeck William L |
Executive VP and CFO |
• – – |
2007-05-21 |
4 |
A |
$22.85 |
$562 |
D/D |
25 |
53,355 |
|
- |
|
| Serati Tammy S |
Senior VP, Human Resources |
• – – |
2007-05-21 |
4 |
A |
$22.85 |
$157 |
D/D |
7 |
20,689 |
|
- |
|
| Bloch Thomas M |
Director |
– • – |
2007-05-01 |
4 |
AS |
$22.53 |
$4,507 |
I/I |
(200) |
11,300 |
|
- |
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1410 Records found
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Page 27 of 57 |
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