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H&R Block Inc (HRB)  
$52.70 0.83 (1.55%) as of 4:30 Mon 5/13


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Exchange: New York Stock Exchange
Security Type: Common
Shares Out: 192,900,000
Market Cap: 10.17(B)
Last Volume: 3,322,934 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    :  -

 

            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 10,000 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 2024-02-11 2023-11-10 2023-05-12 2022-05-12

   
Records found: 1410
  Page 14 of 57  
Filer's Name Relation Title Off-Dir-10% Tran. Date Form Action Price Mkt Value D/I Shares Holdings
Rank

 
3m +/-  
Form
   Brown Jeffrey Chief Accounting and Risk Offi   •       •      –    2016-06-30 4 OE $21.81 $350,421 D/D 16,067 118,513     -
   Collins Kathryn M SVP, Chief Marketing Officer   •       •      –    2016-06-30 4 D $23.00 $46,000 D/D (2,000) 14,851     -
   Cobb William C President and CEO   •       •      –    2016-06-30 4 D $23.00 $1,398,469 D/D (60,803) 663,547     -
   Bowen Tony G Chief Financial Officer   •       •      –    2016-06-30 4 D $23.00 $41,607 D/D (1,809) 14,939     -
   Brown Jeffrey Chief Accounting and Risk Offi   •       •      –    2016-06-27 4 S $21.83 $2,312,049 D/D (105,896) 102,446     -
   Brown Jeffrey Chief Accounting and Risk Offi   •       •      –    2016-06-27 4 OE $12.59 $2,055,818 D/D 135,315 208,342     -
   Gerard Robert A Director   •       •      –    2016-06-16 4 B $23.33 $46,652 I/I 2,000 8,000 2.66     -
   Brown Paul J Director   •       •      –    2016-06-13 4 B $23.97 $59,913 D/D 2,500 5,700 2.81     -
   Cobb William C President and CEO   •       •      –    2016-06-07 4 A $0.00 $0 D/D 101,424 724,350     -
   Houseworth Jason Chief Innovation Officer   •       •      –    2016-06-07 4 A $0.00 $0 D/D 11,271 68,324     -
   Macfarlane Gregory J SVP, U.S. Retail Prods & Ops   •       •      –    2016-06-07 4 A $0.00 $0 D/D 22,539 117,074     -
   Bowen Tony G Chief Financial Officer   •       •      –    2016-06-07 4 A $0.00 $0 D/D 2,460 16,748     -
   Collins Kathryn M SVP, Chief Marketing Officer   •       •      –    2016-06-07 4 A $0.00 $0 D/D 2,460 16,851     -
   Gerke Thomas A Gen. Counsel & Chief Admin Off   •       •      –    2016-06-07 4 A $0.00 $0 D/D 22,539 110,662     -
   Brown Jeffrey Chief Accounting and Risk Offi   •       •      –    2016-06-07 4 A $0.00 $0 D/D 9,017 73,027     -
   Bowen Tony G Chief Financial OfficerOfficer   •       –      –    2016-05-01 3 IO $0.00 $0 D/D 0 14,288     -
   Collins Kathryn M SVP & Chief Marketing OfficeOf   •       –      –    2016-05-01 3 IO $0.00 $0 D/D 0 14,390     -
   Macfarlane Gregory J Chief Financial Officer   •       •      –    2015-12-29 4 S $33.51 $8,905,158 D/D (265,778) 94,272     -
   Macfarlane Gregory J Chief Financial Officer   •       •      –    2015-12-29 4 OE $15.35 $3,919,162 D/D 255,320 360,050     -
   Brown Jeffrey Chief Accounting and Risk Offi   •       •      –    2015-12-16 4 S $33.30 $1,665,020 D/D (50,000) 63,600     -
   Brown Jeffrey Chief Accounting and Risk Offi   •       •      –    2015-12-16 4 OE $12.59 $629,500 D/D 50,000 113,600     -
   Houseworth Jason President, US Tax Product Str   •       •      –    2015-12-11 4 S $32.31 $1,378,125 D/D (42,647) 56,921     -
   Houseworth Jason President, US Tax Product Str   •       •      –    2015-12-11 4 OE $12.59 $939,569 D/D 58,362 99,568     -
   Brown Jeffrey Chief Accounting and Risk Offi   •       •      –    2015-12-11 4 OE $23.86 $88,879 D/D 3,725 63,600     -
   Houseworth Jason President, US Tax Product Str   •       •      –    2015-12-10 4 GD $0.00 $0 I/I 1,250 0     -

  1410 Records found
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  Page 14 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