|
|
Exchange: |
New York Stock Exchange |
Security
Type: |
Common |
Shares
Out: |
192,900,000 |
Market
Cap: |
9.17(B) |
Last
Volume: |
668,514 |
Avg
Vol: |
2,221,375 |
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 |
10,500 |
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 |
2024-02-04 |
2023-11-03 |
2023-05-05 |
2022-05-05 |
|
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 |
|
- |
|
438 Records found
|
|
Page 3 of 18 |
|
|