| |
| |
| 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 |
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Rankings:
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| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
|
| 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:
|
|
|
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:
|
|
|
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:
|
|
|
| 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 |
  Jones Jeffrey J Ii |
President & CEO |
• • – |
2022-06-30 |
4 |
D |
$35.32 |
$683,477 |
D/D |
(19,351) |
517,235 |
|
- |
|
| Orosco Karen A |
Pres., Global Consumer Tax & S |
• • – |
2022-06-30 |
4 |
D |
$35.32 |
$135,629 |
D/D |
(3,840) |
105,322 |
|
- |
|
| Bowen Tony G |
Chief Financial Officer |
• • – |
2022-06-30 |
4 |
D |
$35.32 |
$159,752 |
D/D |
(4,523) |
115,583 |
|
- |
|
| Redler Dara S |
Chief Legal Officer |
• • – |
2022-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
20,475 |
20,475 |
|
- |
|
| Gerard Robert A |
Director |
• • – |
2021-11-04 |
4 |
B |
$25.14 |
$125,696 |
D/D |
5,000 |
252,883 |
2.39 |
8% |
|
| Gupta Anuradha |
Director |
• • – |
2021-09-09 |
4 |
A |
$0.00 |
$0 |
D/D |
6,785 |
22,992 |
|
- |
|
| Winter Matthew E |
Director |
• • – |
2021-09-09 |
4 |
A |
$0.00 |
$0 |
D/D |
6,785 |
36,844 |
|
- |
|
| Reich Victoria |
Director |
• • – |
2021-09-09 |
4 |
A |
$0.00 |
$0 |
D/D |
6,785 |
87,015 |
|
- |
|
| Johnson Richard A |
Director |
• • – |
2021-09-09 |
4 |
A |
$0.00 |
$0 |
D/D |
6,785 |
50,792 |
|
- |
|
| Mends Mia |
Director |
• • – |
2021-09-09 |
4 |
A |
$0.00 |
$0 |
D/D |
6,785 |
9,973 |
|
- |
|
| Cohan Sean |
Director |
• • – |
2021-09-09 |
4 |
A |
$0.00 |
$0 |
D/D |
6,785 |
9,973 |
|
- |
|
| Gerard Robert A |
Director |
• • – |
2021-09-09 |
4 |
A |
$0.00 |
$0 |
D/D |
15,830 |
245,383 |
|
- |
|
| Piazza Yolande G |
Director |
• • – |
2021-09-09 |
4 |
A |
$0.00 |
$0 |
D/D |
6,785 |
17,398 |
|
- |
|
| Wood Christianna |
Director |
• • – |
2021-09-09 |
4 |
A |
$0.00 |
$0 |
D/D |
6,785 |
117,108 |
|
- |
|
| Logerwell Kellie J |
VP & Chief Acct Officer |
• • – |
2021-08-31 |
4 |
A |
$0.00 |
$0 |
D/D |
4,140 |
20,370 |
|
- |
|
| Jones Jeffrey J Ii |
President & CEO |
• • – |
2021-08-31 |
4 |
A |
$0.00 |
$0 |
D/D |
87,557 |
526,330 |
|
- |
|
| Orosco Karen A |
Pres., Global Consumer Tax & S |
• • – |
2021-08-31 |
4 |
A |
$0.00 |
$0 |
D/D |
20,696 |
108,044 |
|
- |
|
| Gerke Thomas A |
Gen. Counsel & Chief Admin Off |
• • – |
2021-08-31 |
4 |
S |
$25.83 |
$516,520 |
D/D |
(20,000) |
85,482 |
|
12% |
|
| Gerke Thomas A |
Gen. Counsel & Chief Admin Off |
• • – |
2021-08-31 |
4 |
A |
$0.00 |
$0 |
D/D |
17,512 |
105,482 |
|
- |
|
| Bowen Tony G |
Chief Financial Officer |
• • – |
2021-08-31 |
4 |
A |
$0.00 |
$0 |
D/D |
25,472 |
118,752 |
|
- |
|
| Gerke Thomas A |
Gen. Counsel & Chief Admin Off |
• • – |
2021-08-30 |
4 |
S |
$25.75 |
$386,280 |
D/D |
(15,000) |
87,970 |
|
11% |
|
| Gerke Thomas A |
Gen. Counsel & Chief Admin Off |
• • – |
2021-08-27 |
4 |
S |
$25.62 |
$512,300 |
D/D |
(20,000) |
102,970 |
|
10% |
|
| Gerke Thomas A |
Gen. Counsel & Chief Admin Off |
• • – |
2021-08-25 |
4 |
S |
$25.50 |
$604,645 |
D/D |
(23,662) |
122,970 |
|
7% |
|
| Gerke Thomas A |
Gen. Counsel & Chief Admin Off |
• • – |
2021-08-25 |
4 |
OE |
$17.00 |
$222,666 |
D/D |
13,098 |
146,632 |
|
- |
|
| Gerke Thomas A |
Gen. Counsel & Chief Admin Off |
• • – |
2021-08-19 |
4 |
S |
$25.73 |
$14,411 |
D/D |
(560) |
133,534 |
|
7% |
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1410 Records found
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Page 4 of 57 |
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0.14 (0.3%) 
