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H&R Block Inc (HRB)  
$48.66 1.24 (2.61%) as of 4:30 Wed 3/27


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Exchange: New York Stock Exchange
Security Type: Common
Shares Out: 192,900,000
Market Cap: 9.39(B)
Last Volume: 755,403 Avg Vol: 2,257,087
52 Week Range: $28.87 - $50.49
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    :  -

 

            6 Months   1 Year   2 Year  
 
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.


 
 
Summary  (Direct Transactions Only) 3 Months 6 Months 12 Months 24 Months
Total Shares Bought 0 0 10,500 11,000
Total Buy Value $0 $0 $311,444 $330,390
Total People Bought 0 0 2 2
Total Buy Transactions 0 0 2 3
Total Shares Sold 100,859 147,751 246,943 464,773
Total Sell Value $4,945,946 $7,154,456 $10,936,597 $20,759,470
Total People Sold 1 2 3 5
Total Sell Transactions 2 3 5 11
End Date 2023-12-28 2023-09-26 2023-03-28 2022-03-28

   
Records found: 1410
  Page 1 of 57  
Filer's Name Relation Title Off-Dir-10% Tran. Date Form Action Price Mkt Value D/I Shares Holdings
Rank

 
3m +/-  
Form
   Jones Jeffrey J Ii President & CEO   •       •      –    2024-02-23 4 AS $49.21 $4,228,593 D/D (85,921) 755,359 -1%     
   Jones Jeffrey J Ii President & CEO   •       •      –    2024-02-15 4 AS $48.02 $717,353 D/D (14,938) 841,280 2%     
   Redler Dara S Chief Legal Officer   •       •      –    2024-02-01 4 D $46.38 $151,292 D/D (3,262) 30,885     -
   Bowen Tony G Chief Financial Officer   •       •      –    2023-11-27 4 S $47.10 $2,208,510 D/D (46,892) 125,591 -2%     
   Mends Mia Director   •       •      –    2023-11-03 4 A $0.00 $0 D/D 4,540 20,157     -
   Winter Matthew E Director   •       •      –    2023-11-03 4 A $0.00 $0 D/D 4,540 49,216     -
   Johnson Richard A Director   •       •      –    2023-11-03 4 A $0.00 $0 D/D 4,540 74,300     -
   Cohan Sean Director   •       •      –    2023-11-03 4 A $0.00 $0 D/D 4,540 20,157     -
   Gerard Robert A Director   •       •      –    2023-11-03 4 A $0.00 $0 D/D 9,318 290,330     -
   Reich Victoria Director   •       •      –    2023-11-03 4 A $0.00 $0 D/D 4,540 103,508     -
   Piazza Yolande G Director   •       •      –    2023-11-03 4 A $0.00 $0 D/D 4,540 28,187     -
   Gupta Anuradha Director   •       •      –    2023-11-03 4 A $0.00 $0 D/D 4,540 34,236     -
   Logerwell Kellie J VP & Chief Acct Officer   •       •      –    2023-09-11 4 S $39.61 $316,845 D/D (8,000) 27,721 -18%     
   Redler Dara S Chief Legal Officer   •       •      –    2023-08-31 4 D $39.98 $45,657 D/D (1,142) 33,715     -
   Redler Dara S Chief Legal Officer   •       •      –    2023-08-31 4 A $0.00 $0 D/D 9,193 34,857     -
   Bowen Tony G Chief Financial Officer   •       •      –    2023-08-31 4 D $39.98 $245,237 D/D (6,134) 172,207     -
   Bowen Tony G Chief Financial Officer   •       •      –    2023-08-31 4 A $0.00 $0 D/D 15,758 178,341     -
   Logerwell Kellie J VP & Chief Acct Officer   •       •      –    2023-08-31 4 D $39.98 $39,900 D/D (998) 35,721     -
   Logerwell Kellie J VP & Chief Acct Officer   •       •      –    2023-08-31 4 A $0.00 $0 D/D 2,452 36,719     -
   Jones Jeffrey J Ii President & CEO   •       •      –    2023-08-31 4 D $39.98 $867,206 D/D (21,691) 851,740     -
   Jones Jeffrey J Ii President & CEO   •       •      –    2023-08-31 4 A $0.00 $0 D/D 61,281 873,431     -
   Jones Jeffrey J Ii President & CEO   •       •      –    2023-08-16 4 AS $38.00 $3,465,296 D/D (91,192) 812,150 24%     
   Jones Jeffrey J Ii President & CEO   •       •      –    2023-07-19 4 D $33.61 $8,826,188 D/D (262,606) 903,342     -
   Jones Jeffrey J Ii President & CEO   •       •      –    2023-07-19 4 A $0.00 $0 D/D 579,702 1,165,948     -
   Logerwell Kellie J VP & Chief Acct Officer   •       •      –    2023-07-19 4 D $33.61 $401,270 D/D (11,939) 34,267     -

  1410 Records found
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  Page 1 of 57
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
  OE - Options Exercised A - Acquired
  IO - Initital Ownership D - Disposed