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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 5 of 57  
Filer's Name Relation Title Off-Dir-10% Tran. Date Form Action Price Mkt Value D/I Shares Holdings
Rank

  
3m +/-  
Form
   Gerke Thomas A Gen. Counsel & Chief Admin Off   •       •      –    2021-08-19 4 OE $17.00 $9,520 D/D 560 134,094     -
   Gerke Thomas A Gen. Counsel & Chief Admin Off   •       •      –    2021-08-18 4 S $25.65 $290,934 D/D (11,342) 133,534 7%     
   Gerke Thomas A Gen. Counsel & Chief Admin Off   •       •      –    2021-08-18 4 OE $17.00 $192,814 D/D 11,342 144,876     -
   Gerke Thomas A Gen. Counsel & Chief Admin Off   •       •      –    2021-08-17 4 S $25.70 $845,075 D/D (32,881) 133,534 8%     
   Gerke Thomas A Gen. Counsel & Chief Admin Off   •       •      –    2021-08-17 4 OE $17.00 $558,977 D/D 32,881 166,415     -
   Gerke Thomas A Gen. Counsel & Chief Admin Off   •       •      –    2021-08-16 4 S $25.73 $440,386 D/D (17,119) 133,534 8%     
   Gerke Thomas A Gen. Counsel & Chief Admin Off   •       •      –    2021-08-16 4 OE $17.00 $291,023 D/D 17,119 150,653     -
   Gerke Thomas A Gen. Counsel & Chief Admin Off   •       •      –    2021-08-13 4 S $25.65 $762,632 D/D (29,734) 133,534 8%     
   Gerke Thomas A Gen. Counsel & Chief Admin Off   •       •      –    2021-08-13 4 OE $17.00 $505,478 D/D 29,734 163,268     -
   Logerwell Kellie J VP & Chief Acct Officer   •       •      –    2021-07-16 4 D $23.48 $94,977 D/D (4,045) 16,230     -
   Logerwell Kellie J VP & Chief Acct Officer   •       •      –    2021-07-16 4 A $0.00 $0 D/D 8,919 20,275     -
   Orosco Karen A Pres., Global Consumer Tax & S   •       •      –    2021-07-16 4 D $23.48 $337,314 D/D (14,366) 87,348     -
   Orosco Karen A Pres., Global Consumer Tax & S   •       •      –    2021-07-16 4 A $0.00 $0 D/D 32,100 101,714     -
   Bowen Tony G Chief Financial Officer   •       •      –    2021-07-16 4 D $23.48 $371,430 D/D (15,819) 93,280     -
   Bowen Tony G Chief Financial Officer   •       •      –    2021-07-16 4 A $0.00 $0 D/D 35,667 109,099     -
   Gerke Thomas A Gen. Counsel & Chief Admin Off   •       •      –    2021-07-16 4 D $23.48 $408,599 D/D (17,402) 133,534     -
   Gerke Thomas A Gen. Counsel & Chief Admin Off   •       •      –    2021-07-16 4 A $0.00 $0 D/D 39,234 150,936     -
   Jones Jeffrey J Ii President & CEO   •       •      –    2021-07-16 4 D $23.48 $2,042,690 D/D (86,997) 438,773     -
   Jones Jeffrey J Ii President & CEO   •       •      –    2021-07-16 4 A $0.00 $0 D/D 196,157 525,770     -
   Logerwell Kellie J VP & Chief Acct Officer   •       •      –    2021-07-02 4 D $23.78 $238 D/D (10) 11,356     -
   Bowen Tony G Chief Financial Officer   •       •      –    2021-07-02 4 D $23.78 $1,617 D/D (68) 73,432     -
   Gerke Thomas A Gen. Counsel & Chief Admin Off   •       •      –    2021-07-02 4 D $23.78 $1,498 D/D (63) 111,702     -
   Orosco Karen A Pres., Global Consumer Tax & S   •       •      –    2021-07-02 4 D $23.78 $951 D/D (40) 69,614     -
   Jones Jeffrey J Ii President & CEO   •       •      –    2021-07-02 4 D $23.78 $7,110 D/D (299) 329,613     -
   Logerwell Kellie J VP & Chief Acct Officer   •       •      –    2021-06-30 4 D $23.48 $29,585 D/D (1,260) 11,298     -
  1410 Records found
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  Page 5 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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