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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 |
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Level
I Sector: |
Industrials |
Level
II Sector: |
Diversified Services |
Level
III Sector: |
Personal Services |
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Member Indexes:
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S&P COMPOSITE 1500 |
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NYSE COMPOSITE |
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S&P 500 |
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Rankings:
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Insider 3 Months : - |
Insider 6 Months : - |
Insider 3/6 Months : - |
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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:
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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:
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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:
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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:
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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 |
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 |
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Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
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3m +/- |
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Form |
Jones Jeffrey J Ii |
President & CEO |
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2024-02-23 |
4 |
AS |
$49.21 |
$4,228,593 |
D/D |
(85,921) |
755,359 |
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-1% |
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Jones Jeffrey J Ii |
President & CEO |
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2024-02-15 |
4 |
AS |
$48.02 |
$717,353 |
D/D |
(14,938) |
841,280 |
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2% |
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Redler Dara S |
Chief Legal Officer |
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2024-02-01 |
4 |
D |
$46.38 |
$151,292 |
D/D |
(3,262) |
30,885 |
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- |
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Bowen Tony G |
Chief Financial Officer |
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2023-11-27 |
4 |
S |
$47.10 |
$2,208,510 |
D/D |
(46,892) |
125,591 |
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-2% |
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Mends Mia |
Director |
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2023-11-03 |
4 |
A |
$0.00 |
$0 |
D/D |
4,540 |
20,157 |
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- |
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Winter Matthew E |
Director |
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2023-11-03 |
4 |
A |
$0.00 |
$0 |
D/D |
4,540 |
49,216 |
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- |
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Johnson Richard A |
Director |
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2023-11-03 |
4 |
A |
$0.00 |
$0 |
D/D |
4,540 |
74,300 |
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- |
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Cohan Sean |
Director |
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2023-11-03 |
4 |
A |
$0.00 |
$0 |
D/D |
4,540 |
20,157 |
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- |
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Gerard Robert A |
Director |
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2023-11-03 |
4 |
A |
$0.00 |
$0 |
D/D |
9,318 |
290,330 |
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- |
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Reich Victoria |
Director |
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2023-11-03 |
4 |
A |
$0.00 |
$0 |
D/D |
4,540 |
103,508 |
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- |
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Piazza Yolande G |
Director |
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2023-11-03 |
4 |
A |
$0.00 |
$0 |
D/D |
4,540 |
28,187 |
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- |
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Gupta Anuradha |
Director |
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2023-11-03 |
4 |
A |
$0.00 |
$0 |
D/D |
4,540 |
34,236 |
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- |
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Logerwell Kellie J |
VP & Chief Acct Officer |
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2023-09-11 |
4 |
S |
$39.61 |
$316,845 |
D/D |
(8,000) |
27,721 |
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-18% |
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Redler Dara S |
Chief Legal Officer |
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2023-08-31 |
4 |
D |
$39.98 |
$45,657 |
D/D |
(1,142) |
33,715 |
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- |
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Redler Dara S |
Chief Legal Officer |
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2023-08-31 |
4 |
A |
$0.00 |
$0 |
D/D |
9,193 |
34,857 |
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- |
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Bowen Tony G |
Chief Financial Officer |
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2023-08-31 |
4 |
D |
$39.98 |
$245,237 |
D/D |
(6,134) |
172,207 |
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- |
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Bowen Tony G |
Chief Financial Officer |
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2023-08-31 |
4 |
A |
$0.00 |
$0 |
D/D |
15,758 |
178,341 |
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- |
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Logerwell Kellie J |
VP & Chief Acct Officer |
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2023-08-31 |
4 |
D |
$39.98 |
$39,900 |
D/D |
(998) |
35,721 |
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- |
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Logerwell Kellie J |
VP & Chief Acct Officer |
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2023-08-31 |
4 |
A |
$0.00 |
$0 |
D/D |
2,452 |
36,719 |
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- |
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Jones Jeffrey J Ii |
President & CEO |
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2023-08-31 |
4 |
D |
$39.98 |
$867,206 |
D/D |
(21,691) |
851,740 |
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- |
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Jones Jeffrey J Ii |
President & CEO |
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2023-08-31 |
4 |
A |
$0.00 |
$0 |
D/D |
61,281 |
873,431 |
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- |
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Jones Jeffrey J Ii |
President & CEO |
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2023-08-16 |
4 |
AS |
$38.00 |
$3,465,296 |
D/D |
(91,192) |
812,150 |
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24% |
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Jones Jeffrey J Ii |
President & CEO |
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2023-07-19 |
4 |
D |
$33.61 |
$8,826,188 |
D/D |
(262,606) |
903,342 |
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- |
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Jones Jeffrey J Ii |
President & CEO |
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2023-07-19 |
4 |
A |
$0.00 |
$0 |
D/D |
579,702 |
1,165,948 |
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- |
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Logerwell Kellie J |
VP & Chief Acct Officer |
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2023-07-19 |
4 |
D |
$33.61 |
$401,270 |
D/D |
(11,939) |
34,267 |
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- |
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1410 Records found
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Page 1 of 57 |
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