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| Exchange: |
New York Stock Exchange |
| Security
Type: |
Common |
| Shares
Out: |
192,900,000 |
| Market
Cap: |
8.97(B) |
| Last
Volume: |
1,384,554 |
Avg
Vol: |
2,227,205 |
| 52
Week Range: |
$28.87 - $50.49 |
|
| 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 |
| |
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:
|
|
|
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 |
2024-01-28 |
2023-10-27 |
2023-04-28 |
2022-04-28 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Logerwell Kellie J |
VP & Chief Acct Officer |
• • – |
2023-07-19 |
4 |
A |
$0.00 |
$0 |
D/D |
26,353 |
46,206 |
|
- |
|
| Bowen Tony G |
Chief Financial Officer |
• • – |
2023-07-19 |
4 |
D |
$33.61 |
$2,068,729 |
D/D |
(61,551) |
162,583 |
|
- |
|
| Bowen Tony G |
Chief Financial Officer |
• • – |
2023-07-19 |
4 |
A |
$0.00 |
$0 |
D/D |
137,023 |
224,134 |
|
- |
|
| Bowen Tony G |
Chief Financial Officer |
• • – |
2023-07-07 |
4 |
D |
$31.10 |
$902 |
D/D |
(29) |
87,110 |
|
- |
|
| Logerwell Kellie J |
VP & Chief Acct Officer |
• • – |
2023-07-07 |
4 |
D |
$31.10 |
$187 |
D/D |
(6) |
19,853 |
|
- |
|
| Jones Jeffrey J Ii |
President & CEO |
• • – |
2023-07-07 |
4 |
D |
$31.10 |
$3,825 |
D/D |
(123) |
586,245 |
|
- |
|
| Jones Jeffrey J Ii |
President & CEO |
• • – |
2023-06-30 |
4 |
D |
$31.87 |
$415,999 |
D/D |
(13,053) |
583,475 |
|
- |
|
| Bowen Tony G |
Chief Financial Officer |
• • – |
2023-06-30 |
4 |
D |
$31.87 |
$97,522 |
D/D |
(3,060) |
86,781 |
|
- |
|
| Logerwell Kellie J |
VP & Chief Acct Officer |
• • – |
2023-06-30 |
4 |
D |
$31.87 |
$19,664 |
D/D |
(617) |
19,798 |
|
- |
|
| Johnson Richard A |
Director |
• • – |
2023-05-19 |
4 |
B |
$29.54 |
$295,380 |
D/D |
10,000 |
68,729 |
2.39 |
45% |
|
| Gerard Robert A |
Director |
• • – |
2023-05-11 |
4 |
B |
$32.13 |
$16,064 |
D/D |
500 |
276,406 |
2.39 |
31% |
|
| Redler Dara S |
Chief Legal Officer |
• • – |
2023-02-01 |
4 |
D |
$39.46 |
$131,283 |
D/D |
(3,327) |
25,287 |
|
- |
|
| Jones Jeffrey J Ii |
President & CEO |
• • – |
2022-12-14 |
4 |
AS |
$42.07 |
$2,776,620 |
D/D |
(66,000) |
591,977 |
|
-20% |
|
| Jones Jeffrey J Ii |
President & CEO |
• • – |
2022-12-13 |
4 |
AS |
$42.11 |
$758,424 |
D/D |
(18,009) |
657,977 |
|
-18% |
|
| Gupta Anuradha |
Director |
• • – |
2022-11-04 |
4 |
A |
$0.00 |
$0 |
D/D |
4,679 |
28,754 |
|
- |
|
| Winter Matthew E |
Director |
• • – |
2022-11-04 |
4 |
A |
$0.00 |
$0 |
D/D |
4,679 |
43,260 |
|
- |
|
| Cohan Sean |
Director |
• • – |
2022-11-04 |
4 |
A |
$0.00 |
$0 |
D/D |
4,679 |
15,122 |
|
- |
|
| Reich Victoria |
Director |
• • – |
2022-11-04 |
4 |
A |
$0.00 |
$0 |
D/D |
4,679 |
95,798 |
|
- |
|
| Johnson Richard A |
Director |
• • – |
2022-11-04 |
4 |
A |
$0.00 |
$0 |
D/D |
4,679 |
57,865 |
|
- |
|
| Mends Mia |
Director |
• • – |
2022-11-04 |
4 |
A |
$0.00 |
$0 |
D/D |
4,679 |
15,122 |
|
- |
|
| Gerard Robert A |
Director |
• • – |
2022-11-04 |
4 |
A |
$0.00 |
$0 |
D/D |
9,603 |
271,830 |
|
- |
|
| Piazza Yolande G |
Director |
• • – |
2022-11-04 |
4 |
A |
$0.00 |
$0 |
D/D |
4,679 |
22,897 |
|
- |
|
| Gerard Robert A |
Director |
• • – |
2022-11-03 |
4 |
B |
$37.89 |
$18,946 |
D/D |
500 |
262,227 |
2.39 |
-12% |
|
| Orosco Karen A |
Pres., Global Consumer Tax & S |
• • – |
2022-09-07 |
4 |
S |
$45.00 |
$2,250,000 |
D/D |
(50,000) |
89,733 |
|
17% |
|
| Orosco Karen A |
Pres., Global Consumer Tax & S |
• • – |
2022-08-31 |
4/A |
A |
$0.00 |
$0 |
D/D |
13,223 |
142,981 |
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- |
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1410 Records found
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Page 2 of 57 |
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