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Insider Information:   Jones Jeffrey J Ii
Relationship:   Director
City:   Minneapolis
State:   MN
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   799,737    

Indirect Shares

  201      
Direct Value   $46,788,821    

Indirect Value

  $31,312      
Total Shares   799,938      
Total Value   $46,820,133      


Target Corp
 $5,474,888 H&R Block Inc
 $40,660,975 Advance Auto Parts Inc
 $652,958 Target Corp
 $5,474,888 H&R Block Inc
 $40,660,975 Advance Auto Parts Inc
 $652,958
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    3   
    0    

     Stock price went up :

    2   
    0    
     Stock price went down :
    1   
    0    
   
     Gain/Loss Ratio :
   2.0   
   0.0   
     Percentage Gain/Loss :
   39.9%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Target Corp TGT Executive Officer 2016-01-13 35,145 2016-01-13 201    Premium*  
            H&R Block Inc HRB President & CEO, Direc... 2024-02-23 755,359 2017-08-21 0    Premium*  
            Advance Auto Parts Inc AAP Director 2024-04-26 9,233 2019-05-15 0    Premium*  
* Premium Members only  

Records found :    87         Free Registration Required For Full Results.    Limit: 25

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  Page 3 of 4
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
HRB H&R Block Inc President & CEO   •       •      –    2020-12-21 4 B $15.05 $49,812 D/D 3,310 346,097 2.81 %
HRB H&R Block Inc President & CEO   •       •      –    2021-06-30 4 D $23.48 $628,982 D/D (26,788) 326,755 0 -
HRB H&R Block Inc President & CEO   •       •      –    2021-07-02 4 D $23.78 $7,110 D/D (299) 329,613 0 -
HRB H&R Block Inc President & CEO   •       •      –    2021-07-16 4 D $23.48 $2,042,690 D/D (86,997) 438,773 0 -
HRB H&R Block Inc President & CEO   •       •      –    2021-07-16 4 A $0.00 $0 D/D 196,157 525,770 0 -
HRB H&R Block Inc President & CEO   •       •      –    2021-08-31 4 A $0.00 $0 D/D 87,557 526,330 0 -
HRB H&R Block Inc President & CEO   •       •      –    2022-06-30 4 D $35.32 $683,477 D/D (19,351) 517,235 0 -
HRB H&R Block Inc President & CEO   •       •      –    2022-07-01 4 D $36.77 $5,368 D/D (146) 519,542 0 -
HRB H&R Block Inc President & CEO   •       •      –    2022-08-11 4 A $0.00 $0 D/D 220,986 740,528 0 -
HRB H&R Block Inc President & CEO   •       •      –    2022-08-12 4 D $35.32 $3,563,117 D/D (100,881) 639,647 0 -
HRB H&R Block Inc President & CEO   •       •      –    2022-08-31 4 D $45.00 $623,745 D/D (13,861) 674,009 0 -
HRB H&R Block Inc President & CEO   •       •      –    2022-08-31 4 A $0.00 $0 D/D 48,223 687,870 0 -
HRB H&R Block Inc President & CEO   •       •      –    2022-12-13 4 AS $42.11 $758,424 D/D (18,009) 657,977 0 %
HRB H&R Block Inc President & CEO   •       •      –    2022-12-14 4 AS $42.07 $2,776,620 D/D (66,000) 591,977 0 %
HRB H&R Block Inc President & CEO   •       •      –    2023-06-30 4 D $31.87 $415,999 D/D (13,053) 583,475 0 -
HRB H&R Block Inc President & CEO   •       •      –    2023-07-07 4 D $31.10 $3,825 D/D (123) 586,245 0 -
HRB H&R Block Inc President & CEO   •       •      –    2023-07-19 4 D $33.61 $8,826,188 D/D (262,606) 903,342 0 -
HRB H&R Block Inc President & CEO   •       •      –    2023-07-19 4 A $0.00 $0 D/D 579,702 1,165,948 0 -
HRB H&R Block Inc President & CEO   •       •      –    2023-08-16 4 AS $38.00 $3,465,296 D/D (91,192) 812,150 0 %
HRB H&R Block Inc President & CEO   •       •      –    2023-08-31 4 D $39.98 $867,206 D/D (21,691) 851,740 0 -
HRB H&R Block Inc President & CEO   •       •      –    2023-08-31 4 A $0.00 $0 D/D 61,281 873,431 0 -
HRB H&R Block Inc President & CEO   •       •      –    2024-02-15 4 AS $48.02 $717,353 D/D (14,938) 841,280 0 %
HRB H&R Block Inc President & CEO   •       •      –    2024-02-23 4 AS $49.21 $4,228,593 D/D (85,921) 755,359 0 %
TGT Target Corp Executive Officer   •       –      –    2012-04-02 4 A $0.00 $0 D/D 34,359 34,359 0 -
TGT Target Corp Executive Officer   •       •      –    2012-09-12 4 A $0.00 $0 D/D 3,885 38,612 0 -

  87  Records found
  1   2   3  4      
  Page 3 of 4  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  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 - Aquired
  IO - Initital Ownership D - Disposed