| |
| |
| 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 : - |
|
|
|
|
|
| |
|
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 |
2024-01-28 |
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 |
  Johnson Richard A |
Director |
• • – |
2019-09-12 |
4 |
A |
$0.00 |
$0 |
D/D |
6,179 |
30,042 |
|
- |
|
| Wood Christianna |
Director |
• • – |
2019-09-12 |
4 |
A |
$0.00 |
$0 |
D/D |
6,179 |
89,221 |
|
- |
|
| Gerard Robert A |
Director |
• • – |
2019-09-12 |
4 |
A |
$0.00 |
$0 |
D/D |
14,416 |
183,907 |
|
- |
|
| Winter Matthew E |
Director |
• • – |
2019-09-12 |
4 |
A |
$0.00 |
$0 |
D/D |
6,179 |
17,521 |
|
- |
|
| Brown Paul J |
Director |
• • – |
2019-09-12 |
4 |
A |
$0.00 |
$0 |
D/D |
6,179 |
68,101 |
|
- |
|
| Jones Jeffrey J Ii |
President & CEO |
• • – |
2019-08-21 |
4 |
D |
$27.05 |
$58,590 |
D/D |
(2,166) |
246,822 |
|
- |
|
| Gerke Thomas A |
Gen. Counsel & Chief Admin Off |
• • – |
2019-07-19 |
4 |
D |
$29.30 |
$514,713 |
D/D |
(17,567) |
99,234 |
|
- |
|
| Bowen Tony G |
Chief Financial Officer |
• • – |
2019-07-19 |
4 |
D |
$29.30 |
$421,129 |
D/D |
(14,373) |
60,351 |
|
- |
|
| Logerwell Kellie J |
VP & Chief Acct Officer |
• • – |
2019-07-19 |
4 |
D |
$29.30 |
$90,449 |
D/D |
(3,087) |
8,836 |
|
- |
|
| Orosco Karen A |
SVP, U.S. Retail |
• • – |
2019-07-19 |
4 |
D |
$29.30 |
$280,782 |
D/D |
(9,583) |
58,730 |
|
- |
|
| Gerke Thomas A |
Gen. Counsel & Chief Admin Off |
• • – |
2019-07-18 |
4 |
A |
$0.00 |
$0 |
D/D |
38,396 |
116,801 |
|
- |
|
| Bowen Tony G |
Chief Financial Officer |
• • – |
2019-07-18 |
4 |
A |
$0.00 |
$0 |
D/D |
31,414 |
74,724 |
|
- |
|
| Logerwell Kellie J |
VP & Chief Acct Officer |
• • – |
2019-07-18 |
4 |
A |
$0.00 |
$0 |
D/D |
6,982 |
11,923 |
|
- |
|
| Orosco Karen A |
SVP, U.S. Retail |
• • – |
2019-07-18 |
4 |
A |
$0.00 |
$0 |
D/D |
20,944 |
68,313 |
|
- |
|
| Bowen Tony G |
Chief Financial Officer |
• • – |
2019-07-02 |
4 |
D |
$28.96 |
$724 |
D/D |
(25) |
43,310 |
|
- |
|
| Gerke Thomas A |
Gen. Counsel & Chief Admin Off |
• • – |
2019-07-02 |
4 |
D |
$28.96 |
$1,043 |
D/D |
(36) |
78,405 |
|
- |
|
| Jones Jeffrey J Ii |
President & CEO |
• • – |
2019-07-02 |
4 |
D |
$28.96 |
$3,099 |
D/D |
(107) |
248,988 |
|
- |
|
| Orosco Karen A |
SVP, U.S. Retail |
• • – |
2019-07-02 |
4 |
D |
$28.96 |
$550 |
D/D |
(19) |
47,369 |
|
- |
|
| Logerwell Kellie J |
VP & Chief Acct Officer |
• • – |
2019-07-02 |
4 |
S |
$28.68 |
$86,040 |
D/D |
(3,000) |
4,941 |
|
- |
|
| Logerwell Kellie J |
VP & Chief Acct Officer |
• • – |
2019-07-02 |
4 |
D |
$28.96 |
$174 |
D/D |
(6) |
7,941 |
|
- |
|
| Gerke Thomas A |
Gen. Counsel & Chief Admin Off |
• • – |
2019-06-30 |
4 |
A |
$0.00 |
$0 |
D/D |
8,476 |
78,215 |
|
- |
|
| Orosco Karen A |
SVP, U.S. Retail |
• • – |
2019-06-30 |
4 |
A |
$0.00 |
$0 |
D/D |
8,275 |
47,262 |
|
- |
|
| Logerwell Kellie J |
VP & Chief Acct Officer |
• • – |
2019-06-30 |
4 |
A |
$0.00 |
$0 |
D/D |
1,959 |
7,909 |
|
- |
|
| Bowen Tony G |
Chief Financial Officer |
• • – |
2019-06-30 |
4 |
A |
$0.00 |
$0 |
D/D |
9,761 |
43,183 |
|
- |
|
| Jones Jeffrey J Ii |
President & CEO |
• • – |
2019-06-30 |
4 |
A |
$0.00 |
$0 |
D/D |
40,048 |
247,148 |
|
- |
|
1410 Records found
|
|
Page 8 of 57 |
|
|
0.14 (0.3%) 
