Last 12 months
Inside the activity.
0 purchase rows · 3 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 2 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 1 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 03, 2023 Filed Nov 7, 2023 21:37 UTC |
Gerard Robert ADirector
|
GrantCommon Stock | 9,318 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010049 · doc4.xml · nonDerivative · entry 1 Gerard Robert A · CIK 0001413918 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 290,330.3005 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director. Read SEC document |
| September 11, 2023 Filed Sep 12, 2023 20:32 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
SaleCommon Stock | 8,000 | $39.61 | $316,844.80 |
DisclosureSEC source: 0001225208-23-008856 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,721.493 F1 · price: The price is a weighted average of prices within the range of $39.600 to $39.615. The reporting person will provide full details of the price information reported upon a requst from the Commission or any shareholder. Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 20:34 UTC |
Redler Dara SChief Legal Officer
|
Tax withholdingCommon Stock | 1,142 | $39.98 | $45,657.16 |
DisclosureSEC source: 0001225208-23-008685 · doc4.xml · nonDerivative · entry 2 Redler Dara S · CIK 0001906564 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,714.891 Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 20:34 UTC |
Redler Dara SChief Legal Officer
|
GrantCommon Stock | 9,193 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-008685 · doc4.xml · nonDerivative · entry 1 Redler Dara S · CIK 0001906564 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,856.891 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrctions lapse in three equal installments beginning on the first anniversary of the grant date. Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 20:34 UTC |
Bowen Tony GChief Financial Officer
|
Tax withholdingCommon Stock | 6,134 | $39.98 | $245,237.32 |
DisclosureSEC source: 0001225208-23-008682 · doc4.xml · nonDerivative · entry 2 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 172,206.7663 Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 20:34 UTC |
Bowen Tony GChief Financial Officer
|
GrantCommon Stock | 15,758 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-008682 · doc4.xml · nonDerivative · entry 1 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 178,340.7663 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrctions lapse in three equal installments beginning on the first anniversary of the grant date. Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 20:33 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
Tax withholdingCommon Stock | 998 | $39.98 | $39,900.04 |
DisclosureSEC source: 0001225208-23-008684 · doc4.xml · nonDerivative · entry 2 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,721.493 Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 20:33 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
GrantCommon Stock | 2,452 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-008684 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,719.493 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrctions lapse in three equal installments beginning on the first anniversary of the grant date. Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 20:33 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
Tax withholdingCommon Stock | 21,691 | $39.98 | $867,206.18 |
DisclosureSEC source: 0001225208-23-008683 · doc4.xml · nonDerivative · entry 2 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 851,739.569 Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 20:33 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
GrantCommon Stock | 61,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-008683 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 873,430.569 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrctions lapse in three equal installments beginning on the first anniversary of the grant date. Read SEC document |
| August 16, 2023 Filed Aug 17, 2023 00:31 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
SaleCommon Stock | 91,192 | $38.00 | $3,465,296.00 |
DisclosureSEC source: 0001225208-23-008289 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 812,149.569 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted on November 11, 2022. Read SEC document |
| July 19, 2023 Filed Jul 21, 2023 20:32 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
Tax withholdingCommon Stock | 11,939 | $33.61 | $401,269.79 |
DisclosureSEC source: 0001225208-23-007625 · doc4.xml · nonDerivative · entry 2 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,267.493 Read SEC document |
| July 19, 2023 Filed Jul 21, 2023 20:32 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
GrantCommon Stock | 26,353 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-007625 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,206.493 F1 · kind: Vesting of Common Stock underlying previously awarded performance share units and market stock units upon determination by the Compensation Committee that performance criteria for the awards had been satisfied. Read SEC document |
| July 19, 2023 Filed Jul 21, 2023 20:31 UTC |
Bowen Tony GChief Financial Officer
|
Tax withholdingCommon Stock | 61,551 | $33.61 | $2,068,729.11 |
DisclosureSEC source: 0001225208-23-007623 · doc4.xml · nonDerivative · entry 2 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,582.7663 Read SEC document |
| July 19, 2023 Filed Jul 21, 2023 20:31 UTC |
Bowen Tony GChief Financial Officer
|
GrantCommon Stock | 137,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-007623 · doc4.xml · nonDerivative · entry 1 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 224,133.7663 F1 · kind: Vesting of Common Stock underlying previously awarded performance share units and market stock units upon determination by the Compensation Committee that performance criteria for the awards had been satisfied. Read SEC document |
| July 19, 2023 Filed Jul 21, 2023 20:32 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
Tax withholdingCommon Stock | 262,606 | $33.61 | $8,826,187.66 |
DisclosureSEC source: 0001225208-23-007624 · doc4.xml · nonDerivative · entry 2 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 903,341.569 Read SEC document |
| July 19, 2023 Filed Jul 21, 2023 20:32 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
GrantCommon Stock | 579,702 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-007624 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,165,947.569 F1 · kind: Vesting of Common Stock underlying previously awarded performance share units and market stock units upon determination by the Compensation Committee that performance criteria for the awards had been satisfied. Read SEC document |
| July 07, 2023 Filed Jul 10, 2023 20:34 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
Tax withholdingCommon Stock | 6 | $31.10 | $186.60 |
DisclosureSEC source: 0001225208-23-007433 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,852.753 Read SEC document |
| July 07, 2023 Filed Jul 10, 2023 20:34 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
Tax withholdingCommon Stock | 123 | $31.10 | $3,825.30 |
DisclosureSEC source: 0001225208-23-007431 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 586,244.931 Read SEC document |
| July 07, 2023 Filed Jul 10, 2023 20:34 UTC |
Bowen Tony GChief Financial Officer
|
Tax withholdingCommon Stock | 29 | $31.10 | $901.90 |
DisclosureSEC source: 0001225208-23-007430 · doc4.xml · nonDerivative · entry 1 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,110.4483 Read SEC document |
| June 30, 2023 Filed Jul 3, 2023 20:31 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
Tax withholdingCommon Stock | 617 | $31.87 | $19,663.79 |
DisclosureSEC source: 0001225208-23-007131 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,798.391 Read SEC document |
| June 30, 2023 Filed Jul 3, 2023 20:31 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
Tax withholdingCommon Stock | 13,053 | $31.87 | $415,999.11 |
DisclosureSEC source: 0001225208-23-007130 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 583,474.828 Read SEC document |
| June 30, 2023 Filed Jul 3, 2023 20:31 UTC |
Bowen Tony GChief Financial Officer
|
Tax withholdingCommon Stock | 3,060 | $31.87 | $97,522.20 |
DisclosureSEC source: 0001225208-23-007129 · doc4.xml · nonDerivative · entry 1 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,780.5553 Read SEC document |
| May 19, 2023 Filed May 23, 2023 20:33 UTC |
Johnson Richard ADirector
|
PurchaseCommon Stock | 10,000 | $29.54 | $295,380.00 |
DisclosureSEC source: 0001225208-23-006173 · doc4.xml · nonDerivative · entry 1 Johnson Richard A · CIK 0001480981 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,729.128 F1 · price: The price used is a weighted average of prices within the range of $29.4900 to $29.6100. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
| May 11, 2023 Filed May 11, 2023 21:31 UTC |
Gerard Robert ADirector
|
PurchaseCommon Stock | 500 | $32.13 | $16,063.50 |
DisclosureSEC source: 0001225208-23-005753 · doc4.xml · nonDerivative · entry 1 Gerard Robert A · CIK 0001413918 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 276,405.6145 Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 21:31 UTC |
Redler Dara SChief Legal Officer
|
Tax withholdingCommon Stock | 3,327 | $39.46 | $131,283.42 |
DisclosureSEC source: 0001225208-23-001261 · doc4.xml · nonDerivative · entry 1 Redler Dara S · CIK 0001906564 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,287.379 Read SEC document |
| December 14, 2022 Filed Dec 15, 2022 22:31 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
SaleCommon Stock | 66,000 | $42.07 | $2,776,620.00 |
DisclosureSEC source: 0001225208-22-012849 · doc4.xml · nonDerivative · entry 2 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 591,977.343 F1 · shares: This transaction was effected pursuant to a 10b5-1 plan previously entered into by the reporting person. F3 · price: The price is a weighted average of prices within the range of $42.000 to $42.170. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
| December 13, 2022 Filed Dec 15, 2022 22:31 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
SaleCommon Stock | 18,009 | $42.11 | $758,423.82 |
DisclosureSEC source: 0001225208-22-012849 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 657,977.343 F1 · shares: This transaction was effected pursuant to a 10b5-1 plan previously entered into by the reporting person. F2 · price: The price is a weighted average of prices within the range of $42.000 to $42.285. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
| November 04, 2022 Filed Nov 8, 2022 21:33 UTC |
Winter Matthew EDirector
|
GrantCommon Stock | 4,679 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-011445 · doc4.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,259.822 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director. Read SEC document |
| November 04, 2022 Filed Nov 8, 2022 21:33 UTC |
REICH VICTORIADirector
|
GrantCommon Stock | 4,679 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-011444 · doc4.xml · nonDerivative · entry 1 REICH VICTORIA · CIK 0001217635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,798.443 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director. Read SEC document |
| November 04, 2022 Filed Nov 8, 2022 21:33 UTC |
Piazza Yolande GDirector
|
GrantCommon Stock | 4,679 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-011443 · doc4.xml · nonDerivative · entry 1 Piazza Yolande G · CIK 0001824253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,897.472 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director. Read SEC document |
| November 04, 2022 Filed Nov 8, 2022 21:32 UTC |
Johnson Richard ADirector
|
GrantCommon Stock | 4,679 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-011440 · doc4.xml · nonDerivative · entry 1 Johnson Richard A · CIK 0001480981 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,865.394 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director. Read SEC document |
| November 04, 2022 Filed Nov 8, 2022 21:32 UTC |
Mends MiaDirector
|
GrantCommon Stock | 4,679 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-011441 · doc4.xml · nonDerivative · entry 1 Mends Mia · CIK 0001854231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,121.895 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director. Read SEC document |
| November 04, 2022 Filed Nov 8, 2022 21:32 UTC |
Gupta AnuradhaDirector
|
GrantCommon Stock | 4,679 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-011439 · doc4.xml · nonDerivative · entry 1 Gupta Anuradha · CIK 0001793364 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,754.435 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director. Read SEC document |
| November 04, 2022 Filed Nov 8, 2022 21:32 UTC |
Gerard Robert ADirector
|
GrantCommon Stock | 9,603 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-011438 · doc4.xml · nonDerivative · entry 1 Gerard Robert A · CIK 0001413918 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,829.9515 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director. Read SEC document |
| November 04, 2022 Filed Nov 8, 2022 21:31 UTC |
Cohan SeanDirector
|
GrantCommon Stock | 4,679 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-011437 · doc4.xml · nonDerivative · entry 1 Cohan Sean · CIK 0001854196 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,121.895 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director. Read SEC document |
| November 03, 2022 Filed Nov 7, 2022 21:30 UTC |
Gerard Robert ADirector
|
PurchaseCommon Stock | 500 | $37.89 | $18,946.05 |
DisclosureSEC source: 0001225208-22-011406 · doc4.xml · nonDerivative · entry 1 Gerard Robert A · CIK 0001413918 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,226.9515 Read SEC document |
| September 07, 2022 Filed Sep 9, 2022 20:32 UTC |
Orosco Karen APres., Global Consumer Tax & S
|
SaleCommon Stock | 50,000 | $45.00 | $2,250,000.00 |
DisclosureSEC source: 0001225208-22-010211 · doc4.xml · nonDerivative · entry 1 Orosco Karen A · CIK 0001739560 · Pres., Global Consumer Tax & S 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,732.706 Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 20:33 UTC |
Redler Dara SChief Legal Officer
|
GrantCommon Stock | 7,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-009969 · doc4.xml · nonDerivative · entry 1 Redler Dara S · CIK 0001906564 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,235.526 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal intallments by beginning on the first anniversary of the grant date. Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 20:33 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
Tax withholdingCommon Stock | 610 | $45.00 | $27,450.00 |
DisclosureSEC source: 0001225208-22-009967 · doc4.xml · nonDerivative · entry 2 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,280.532 Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 20:33 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
GrantCommon Stock | 2,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-009967 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,890.532 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal intallments by beginning on the first anniversary of the grant date. Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 20:33 UTC |
Orosco Karen APres., Global Consumer Tax & S
|
Tax withholdingCommon Stock | 3,248 | $45.00 | $146,160.00 |
DisclosureSEC source: 0001225208-22-009968 · doc4.xml · nonDerivative · entry 2 Orosco Karen A · CIK 0001739560 · Pres., Global Consumer Tax & S 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,621.706 Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 20:33 UTC |
Orosco Karen APres., Global Consumer Tax & S
|
GrantCommon Stock | 10,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-009968 · doc4.xml · nonDerivative · entry 1 Orosco Karen A · CIK 0001739560 · Pres., Global Consumer Tax & S 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,869.706 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal intallments by beginning on the first anniversary of the grant date. Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 20:32 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
Tax withholdingCommon Stock | 13,861 | $45.00 | $623,745.00 |
DisclosureSEC source: 0001225208-22-009966 · doc4.xml · nonDerivative · entry 2 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 674,008.518 Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 20:32 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
GrantCommon Stock | 48,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-009966 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 687,869.518 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal intallments by beginning on the first anniversary of the grant date. Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 20:32 UTC |
Bowen Tony GChief Financial Officer
|
Tax withholdingCommon Stock | 3,986 | $45.00 | $179,370.00 |
DisclosureSEC source: 0001225208-22-009965 · doc4.xml · nonDerivative · entry 2 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,031.0133 Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 20:32 UTC |
Bowen Tony GChief Financial Officer
|
GrantCommon Stock | 13,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-009965 · doc4.xml · nonDerivative · entry 1 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,017.0133 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal intallments by beginning on the first anniversary of the grant date. Read SEC document |
| August 31, 2022 Filed Sep 8, 2022 22:02 UTC Amendment |
Orosco Karen APres., Global Consumer Tax & S
|
GrantCommon Stock | 13,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-010184 · doc4a.xml · nonDerivative · entry 1 Orosco Karen A · CIK 0001739560 · Pres., Global Consumer Tax & S 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,980.706 F1 · shares: This amendment is being filed to correct the amount of reported securities, which was understated due to an administrative oversight. Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal intallments beginning on the first anniversary of the grant date. Read SEC document |
| August 18, 2022 Filed Aug 19, 2022 20:32 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
SaleCommon Stock | 6,500 | $48.77 | $316,972.50 |
DisclosureSEC source: 0001225208-22-009686 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,790.532 F1 · price: The price used is a weighted average of prices within the range of $47.790 to $47.800. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
| August 18, 2022 Filed Aug 19, 2022 20:32 UTC |
Bowen Tony GChief Financial Officer
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SaleCommon Stock | 64,741 | $48.35 | $3,130,097.87 |
DisclosureSEC source: 0001225208-22-009685 · doc4.xml · nonDerivative · entry 1 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,794.0133 F1 · price: The price used is a weighted average of prices within the range of $47.750 to $48.750. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.