| |
| |
| Exchange: |
New York Stock Exchange |
| Security
Type: |
Common |
| Shares
Out: |
192,900,000 |
| Market
Cap: |
10.23(B) |
| Last
Volume: |
2,397,698 |
Avg
Vol: |
2,215,954 |
| 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 : - |
|
|
|
|
|
| |
|
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.
|
|
|
D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
|
|
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. |
|
|
|
3m +/-:
|
|
|
|
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.
|
|
|
|
Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
|
|
|
|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
|
|
|
|
|
| |
| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
0 |
10,000 |
11,000 |
| Total Buy Value |
$0 |
$0 |
$295,380 |
$330,390 |
| Total People Bought |
0 |
0 |
1 |
2 |
| Total Buy Transactions |
0 |
0 |
1 |
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 |
2024-02-15 |
2023-11-14 |
2023-05-16 |
2022-05-16 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Bowen Tony G |
Chief Financial Officer |
• • – |
2016-07-18 |
4 |
A |
$0.00 |
$0 |
D/D |
7,529 |
23,208 |
|
- |
|
| Logerwell Kellie J |
VP & Chief Acct Officer |
• • – |
2016-07-18 |
4 |
A |
$0.00 |
$0 |
D/D |
1,673 |
4,254 |
|
- |
|
| Macfarlane Gregory J |
SVP, U.S. Retail Prods & Ops |
• • – |
2016-07-18 |
4 |
A |
$0.00 |
$0 |
D/D |
10,038 |
117,089 |
|
- |
|
| Houseworth Jason |
Chief Innovation Officer |
• • – |
2016-07-18 |
4 |
A |
$0.00 |
$0 |
D/D |
7,529 |
70,450 |
|
- |
|
| Logerwell Kellie J |
VP & Chief Acct OfficerOfficer |
• – – |
2016-07-01 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
2,582 |
|
- |
|
| Logerwell Kellie J |
VP & Chief Acct Officer |
• • – |
2016-07-01 |
4 |
D |
$23.38 |
$47 |
D/D |
(2) |
2,581 |
|
- |
|
| Brown Jeffrey |
Chief Accounting and Risk Offi |
• • – |
2016-07-01 |
4 |
D |
$23.38 |
$1,122 |
D/D |
(48) |
98,473 |
|
- |
|
| Brown Jeffrey |
Chief Accounting and Risk Offi |
• • – |
2016-07-01 |
4 |
A |
$0.00 |
$0 |
D/D |
85 |
98,521 |
|
- |
|
| Bowen Tony G |
Chief Financial Officer |
• • – |
2016-07-01 |
4 |
D |
$23.38 |
$281 |
D/D |
(12) |
15,002 |
|
- |
|
| Bowen Tony G |
Chief Financial Officer |
• • – |
2016-07-01 |
4 |
A |
$0.00 |
$0 |
D/D |
23 |
15,014 |
|
- |
|
| Houseworth Jason |
Chief Innovation Officer |
• • – |
2016-07-01 |
4 |
D |
$23.38 |
$982 |
D/D |
(42) |
62,921 |
|
- |
|
| Houseworth Jason |
Chief Innovation Officer |
• • – |
2016-07-01 |
4 |
A |
$0.00 |
$0 |
D/D |
105 |
62,963 |
|
- |
|
| Gerke Thomas A |
Gen. Counsel & Chief Admin Off |
• • – |
2016-07-01 |
4 |
D |
$23.38 |
$1,917 |
D/D |
(82) |
100,763 |
|
- |
|
| Gerke Thomas A |
Gen. Counsel & Chief Admin Off |
• • – |
2016-07-01 |
4 |
A |
$0.00 |
$0 |
D/D |
210 |
100,845 |
|
- |
|
| Macfarlane Gregory J |
SVP, U.S. Retail Prods & Ops |
• • – |
2016-07-01 |
4 |
D |
$23.38 |
$1,917 |
D/D |
(82) |
107,051 |
|
- |
|
| Macfarlane Gregory J |
SVP, U.S. Retail Prods & Ops |
• • – |
2016-07-01 |
4 |
A |
$0.00 |
$0 |
D/D |
210 |
107,133 |
|
- |
|
| Collins Kathryn M |
SVP, Chief Marketing Officer |
• • – |
2016-07-01 |
4 |
D |
$23.38 |
$281 |
D/D |
(12) |
14,928 |
|
- |
|
| Collins Kathryn M |
SVP, Chief Marketing Officer |
• • – |
2016-07-01 |
4 |
A |
$0.00 |
$0 |
D/D |
23 |
14,940 |
|
- |
|
| Cobb William C |
President and CEO |
• • – |
2016-07-01 |
4 |
D |
$23.38 |
$12,064 |
D/D |
(516) |
665,763 |
|
- |
|
| Cobb William C |
President and CEO |
• • – |
2016-07-01 |
4 |
A |
$0.00 |
$0 |
D/D |
943 |
666,279 |
|
- |
|
| Macfarlane Gregory J |
SVP, U.S. Retail Prods & Ops |
• • – |
2016-06-30 |
4 |
D |
$23.00 |
$238,901 |
D/D |
(10,387) |
106,687 |
|
- |
|
| Houseworth Jason |
Chief Innovation Officer |
• • – |
2016-06-30 |
4 |
D |
$23.00 |
$127,995 |
D/D |
(5,565) |
62,759 |
|
- |
|
| Gerke Thomas A |
Gen. Counsel & Chief Admin Off |
• • – |
2016-06-30 |
4 |
D |
$23.00 |
$235,842 |
D/D |
(10,254) |
100,408 |
|
- |
|
| Brown Jeffrey |
Chief Accounting and Risk Offi |
• • – |
2016-06-30 |
4 |
S |
$22.86 |
$367,263 |
D/D |
(16,067) |
98,386 |
|
- |
|
| Brown Jeffrey |
Chief Accounting and Risk Offi |
• • – |
2016-06-30 |
4 |
D |
$23.00 |
$93,380 |
D/D |
(4,060) |
114,453 |
|
- |
|
1410 Records found
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Page 13 of 57 |
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0.34 (0.65%) 
