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Insider Information:   Gokey Timothy C
Relationship:   CEO
City:   Kansas City
State:   MO
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   204,986    

Indirect Shares

  0      
Direct Value   $34,763,206    

Indirect Value

  $0      
Total Shares   204,986      
Total Value   $34,763,206      


H&R Block Inc
 $1,964,020 Broadridge Financial Solutions Inc
 $32,799,187 H&R Block Inc
 $1,964,020 Broadridge Financial Solutions Inc
 $32,799,187
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            H&R Block Inc HRB President, Retail Tax 2008-10-01 39,367 0    Premium*  
            Broadridge Financial Solutions Inc BR CEO 2024-04-01 165,619 2011-04-06 0    Premium*  
* Premium Members only  

Records found :    66         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 3
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, U.S. Tax Services   •       –      –    2005-06-30 4 A $58.35 $583,500 D/D 10,000 20,000 -
HRB H&R Block Inc President, U.S. Tax Services   •       –      –    2006-06-30 4 A $23.86 $357,900 D/D 15,000 50,540 0 -
HRB H&R Block Inc President, Retail Tax   •       –      –    2008-10-01 4 A $0.00 $0 D/D 10,520 39,367 0 -
BR Broadridge Financial Solu... Senior Vice President and COO   •       •      –    2011-07-01 4 A $0.00 $0 D/D 47 8,006 0 -
BR Broadridge Financial Solu... Senior Vice President   •       –      –    2011-08-11 4 A $0.00 $0 D/D 11,840 19,799 0 -
BR Broadridge Financial Solu... Senior Vice President and COO   •       •      –    2011-10-03 4 A $0.00 $0 D/D 64 19,910 0 -
BR Broadridge Financial Solu... Senior Vice President and COO   •       •      –    2012-01-03 4 A $0.00 $0 D/D 54 19,964 0 -
BR Broadridge Financial Solu... Senior Vice President   •       •      –    2012-08-09 4 A $0.00 $0 D/D 11,130 25,456 0 -
BR Broadridge Financial Solu... Senior Vice President and COO   •       •      –    2013-08-01 4 A $0.00 $0 D/D 15,527 35,158 0 -
BR Broadridge Financial Solu... Senior Vice President and COO   •       •      –    2014-08-06 4 A $0.00 $0 D/D 29,880 57,187 0 -
BR Broadridge Financial Solu... Senior Vice President and COO   •       •      –    2015-08-06 4 A $0.00 $0 D/D 25,369 67,111 0 -
BR Broadridge Financial Solu... Senior Vice President and COO   •       •      –    2016-08-02 4 A $0.00 $0 D/D 17,332 56,244 0 -
BR Broadridge Financial Solu... Senior Vice President and COO   •       •      –    2017-08-02 4 A $0.00 $0 D/D 15,412 64,622 0 -
BR Broadridge Financial Solu... President and COO   •       •      –    2018-08-02 4 A $0.00 $0 D/D 15,692 65,159 0 -
BR Broadridge Financial Solu... President and CEO   •       •      –    2019-08-06 4 A $0.00 $0 D/D 15,375 72,849 0 -
BR Broadridge Financial Solu... CEO   •       •      –    2020-08-04 4 A $0.00 $0 D/D 19,956 85,038 0 -
BR Broadridge Financial Solu... CEO   •       •      –    2021-08-09 4 A $0.00 $0 D/D 26,369 126,687 0 -
BR Broadridge Financial Solu... CEO   •       •      –    2022-08-10 4 A $0.00 $0 D/D 34,277 158,513 0 -
BR Broadridge Financial Solu... CEO   •       •      –    2023-08-15 4 A $0.00 $0 D/D 23,951 164,965 0 -
BR Broadridge Financial Solu... President and CEO   •       •      –    2019-08-15 4 AS $126.45 $4,773,102 D/D (37,737) 72,612 0 -
BR Broadridge Financial Solu... CEO   •       •      –    2020-08-17 4 AS $138.85 $8,532,902 D/D (61,444) 85,591 0 %
BR Broadridge Financial Solu... CEO   •       •      –    2020-09-24 4 AS $127.76 $11,656,959 D/D (91,238) 110,091 0 %
BR Broadridge Financial Solu... CEO   •       •      –    2021-09-23 4 AS $167.61 $8,363,017 D/D (49,897) 137,698 0 %
BR Broadridge Financial Solu... CEO   •       •      –    2023-09-06 4 AS $185.63 $11,015,387 D/D (59,341) 177,846 0 %
HRB H&R Block Inc President, U.S. Tax Services   •       –      –    2006-06-30 4 D $23.94 $106,772 D/D (4,460) 35,540 0 -

  66  Records found
  1  2   3      
  Page 1 of 3  
 
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