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H&R Block Inc (HRB)  
$46.50 0.14 (0.3%) as of 4:30 Fri 4/26


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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

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 2024-01-28 2023-10-27 2023-04-28 2022-04-28

   
Records found: 1410
  Page 3 of 57  
Filer's Name Relation Title Off-Dir-10% Tran. Date Form Action Price Mkt Value D/I Shares Holdings
Rank

  
3m +/-  
Form
   Redler Dara S Chief Legal Officer   •       •      –    2022-08-31 4 A $0.00 $0 D/D 7,389 28,236     -
   Orosco Karen A Pres., Global Consumer Tax & S   •       •      –    2022-08-31 4 D $45.00 $146,160 D/D (3,248) 136,622     -
   Orosco Karen A Pres., Global Consumer Tax & S   •       •      –    2022-08-31 4 A $0.00 $0 D/D 10,112 139,870     -
   Jones Jeffrey J Ii President & CEO   •       •      –    2022-08-31 4 D $45.00 $623,745 D/D (13,861) 674,009     -
   Jones Jeffrey J Ii President & CEO   •       •      –    2022-08-31 4 A $0.00 $0 D/D 48,223 687,870     -
   Logerwell Kellie J VP & Chief Acct Officer   •       •      –    2022-08-31 4 D $45.00 $27,450 D/D (610) 20,281     -
   Logerwell Kellie J VP & Chief Acct Officer   •       •      –    2022-08-31 4 A $0.00 $0 D/D 2,100 20,891     -
   Bowen Tony G Chief Financial Officer   •       •      –    2022-08-31 4 D $45.00 $179,370 D/D (3,986) 89,031     -
   Bowen Tony G Chief Financial Officer   •       •      –    2022-08-31 4 A $0.00 $0 D/D 13,223 93,017     -
   Bowen Tony G Chief Financial Officer   •       •      –    2022-08-18 4 S $48.35 $3,130,098 D/D (64,741) 79,794 24%     
   Logerwell Kellie J VP & Chief Acct Officer   •       •      –    2022-08-18 4 S $48.77 $316,973 D/D (6,500) 18,791 24%     
   Wood Christianna Director   •       •      –    2022-08-16 4 S $46.96 $590,758 I/I (12,580) 0 23%     
   Bowen Tony G Chief Financial Officer   •       •      –    2022-08-12 4 D $35.32 $832,669 D/D (23,575) 144,535     -
   Logerwell Kellie J VP & Chief Acct Officer   •       •      –    2022-08-12 4 D $35.32 $160,247 D/D (4,537) 25,291     -
   Orosco Karen A Pres., Global Consumer Tax & S   •       •      –    2022-08-12 4 D $35.32 $706,400 D/D (20,000) 129,758     -
   Jones Jeffrey J Ii President & CEO   •       •      –    2022-08-12 4 D $35.32 $3,563,117 D/D (100,881) 639,647     -
   Bowen Tony G Chief Financial Officer   •       •      –    2022-08-11 4 A $0.00 $0 D/D 52,237 168,110     -
   Logerwell Kellie J VP & Chief Acct Officer   •       •      –    2022-08-11 4 A $0.00 $0 D/D 10,048 29,828     -
   Orosco Karen A Pres., Global Consumer Tax & S   •       •      –    2022-08-11 4 A $0.00 $0 D/D 44,198 149,758     -
   Jones Jeffrey J Ii President & CEO   •       •      –    2022-08-11 4 A $0.00 $0 D/D 220,986 740,528     -
   Orosco Karen A Pres., Global Consumer Tax & S   •       •      –    2022-07-01 4 D $36.77 $1,103 D/D (30) 105,560     -
   Bowen Tony G Chief Financial Officer   •       •      –    2022-07-01 4 D $36.77 $1,287 D/D (35) 115,873     -
   Logerwell Kellie J VP & Chief Acct Officer   •       •      –    2022-07-01 4 D $36.77 $294 D/D (8) 19,780     -
   Jones Jeffrey J Ii President & CEO   •       •      –    2022-07-01 4 D $36.77 $5,368 D/D (146) 519,542     -
   Logerwell Kellie J VP & Chief Acct Officer   •       •      –    2022-06-30 4 D $35.32 $30,905 D/D (875) 19,731     -
  1410 Records found
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  Page 3 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
 
 
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