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 |
|---|---|---|---|---|---|---|
| August 16, 2022 Filed Aug 18, 2022 20:41 UTC |
Wood ChristiannaDirector
|
SaleCommon Stock | 7,392 | $46.96 | $347,129.06 |
DisclosureSEC source: 0001225208-22-009658 · doc4.xml · nonDerivative · entry 2 Wood Christianna · CIK 0001439573 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 0 Read SEC document |
| August 16, 2022 Filed Aug 18, 2022 20:41 UTC |
Wood ChristiannaDirector
|
SaleCommon Stock | 5,188 | $46.96 | $243,629.00 |
DisclosureSEC source: 0001225208-22-009658 · doc4.xml · nonDerivative · entry 1 Wood Christianna · CIK 0001439573 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 0 F1 · price: The price used is a weighted average of prices within the range of $46.9600 to $46.9601. 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 12, 2022 Filed Aug 15, 2022 21:11 UTC |
Bowen Tony GChief Financial Officer
|
Tax withholdingCommon Stock | 23,575 | $35.32 | $832,669.00 |
DisclosureSEC source: 0001225208-22-009531 · doc4.xml · nonDerivative · entry 2 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,535.0133 Read SEC document |
| August 12, 2022 Filed Aug 15, 2022 21:11 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
Tax withholdingCommon Stock | 100,881 | $35.32 | $3,563,116.92 |
DisclosureSEC source: 0001225208-22-009530 · doc4.xml · nonDerivative · entry 2 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 639,646.518 Read SEC document |
| August 12, 2022 Filed Aug 15, 2022 21:09 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
Tax withholdingCommon Stock | 4,537 | $35.32 | $160,246.84 |
DisclosureSEC source: 0001225208-22-009529 · doc4.xml · nonDerivative · entry 2 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,290.532 Read SEC document |
| August 12, 2022 Filed Aug 15, 2022 21:09 UTC |
Orosco Karen APres., Global Consumer Tax & S
|
Tax withholdingCommon Stock | 20,000 | $35.32 | $706,400.00 |
DisclosureSEC source: 0001225208-22-009528 · 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: 129,757.706 Read SEC document |
| August 11, 2022 Filed Aug 15, 2022 21:11 UTC |
Bowen Tony GChief Financial Officer
|
GrantCommon Stock | 52,237 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-009531 · doc4.xml · nonDerivative · entry 1 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,110.0133 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 |
| August 11, 2022 Filed Aug 15, 2022 21:11 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
GrantCommon Stock | 220,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-009530 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 740,527.518 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 |
| August 11, 2022 Filed Aug 15, 2022 21:09 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
GrantCommon Stock | 10,048 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-009529 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,827.532 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 |
| August 11, 2022 Filed Aug 15, 2022 21:09 UTC |
Orosco Karen APres., Global Consumer Tax & S
|
GrantCommon Stock | 44,198 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-009528 · 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: 149,757.706 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 01, 2022 Filed Jul 6, 2022 16:54 UTC |
Orosco Karen APres., Global Consumer Tax & S
|
Tax withholdingCommon Stock | 30 | $36.77 | $1,103.10 |
DisclosureSEC source: 0001225208-22-008576 · 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: 105,559.706 Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 16:54 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
Tax withholdingCommon Stock | 8 | $36.77 | $294.16 |
DisclosureSEC source: 0001225208-22-008575 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,779.532 Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 16:54 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
Tax withholdingCommon Stock | 146 | $36.77 | $5,368.42 |
DisclosureSEC source: 0001225208-22-008574 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 519,541.518 Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 16:53 UTC |
Bowen Tony GChief Financial Officer
|
Tax withholdingCommon Stock | 35 | $36.77 | $1,286.95 |
DisclosureSEC source: 0001225208-22-008573 · doc4.xml · nonDerivative · entry 1 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,873.0133 Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 15:55 UTC |
Orosco Karen APres., Global Consumer Tax & S
|
Tax withholdingCommon Stock | 3,840 | $35.32 | $135,628.80 |
DisclosureSEC source: 0001225208-22-008351 · 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: 105,322.08 Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 15:55 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
Tax withholdingCommon Stock | 875 | $35.32 | $30,905.00 |
DisclosureSEC source: 0001225208-22-008350 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,730.536 Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 15:55 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
Tax withholdingCommon Stock | 19,351 | $35.32 | $683,477.32 |
DisclosureSEC source: 0001225208-22-008349 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 517,234.947 Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 15:54 UTC |
Bowen Tony GChief Financial Officer
|
Tax withholdingCommon Stock | 4,523 | $35.32 | $159,752.36 |
DisclosureSEC source: 0001225208-22-008348 · doc4.xml · nonDerivative · entry 1 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,583.2413 Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 21:31 UTC |
Redler Dara SChief Legal Officer
|
GrantCommon Stock | 20,475 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-001402 · doc4.xml · nonDerivative · entry 1 Redler Dara S · CIK 0001906564 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,475 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. Read SEC document |
| November 04, 2021 Filed Nov 8, 2021 21:23 UTC |
Gerard Robert ADirector
|
PurchaseCommon Stock | 5,000 | $25.14 | $125,695.50 |
DisclosureSEC source: 0001225208-21-013672 · doc4.xml · nonDerivative · entry 1 Gerard Robert A · CIK 0001413918 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,882.5395 F1 · price: The price used is a weighted average of prices within the range of $25.075 to $25.165. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
| September 09, 2021 Filed Sep 10, 2021 20:34 UTC |
Mends MiaDirector
|
GrantCommon Stock | 6,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-012261 · doc4.xml · nonDerivative · entry 1 Mends Mia · CIK 0001854231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,972.861 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 09, 2021 Filed Sep 10, 2021 20:36 UTC |
Johnson Richard ADirector
|
GrantCommon Stock | 6,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-012266 · doc4.xml · nonDerivative · entry 1 Johnson Richard A · CIK 0001480981 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,792.472 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 |
| September 09, 2021 Filed Sep 10, 2021 20:35 UTC |
Wood ChristiannaDirector
|
GrantCommon Stock | 6,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-012265 · doc4.xml · nonDerivative · entry 1 Wood Christianna · CIK 0001439573 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,107.689 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 09, 2021 Filed Sep 10, 2021 20:34 UTC |
Winter Matthew EDirector
|
GrantCommon Stock | 6,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-012264 · doc4.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,844.298 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 09, 2021 Filed Sep 10, 2021 20:34 UTC |
Piazza Yolande GDirector
|
GrantCommon Stock | 6,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-012262 · doc4.xml · nonDerivative · entry 1 Piazza Yolande G · CIK 0001824253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,398.459 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 09, 2021 Filed Sep 10, 2021 20:34 UTC |
REICH VICTORIADirector
|
GrantCommon Stock | 6,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-012263 · doc4.xml · nonDerivative · entry 1 REICH VICTORIA · CIK 0001217635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,014.548 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 09, 2021 Filed Sep 10, 2021 20:34 UTC |
Gupta AnuradhaDirector
|
GrantCommon Stock | 6,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-012260 · doc4.xml · nonDerivative · entry 1 Gupta Anuradha · CIK 0001793364 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,991.8 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 09, 2021 Filed Sep 10, 2021 20:33 UTC |
Cohan SeanDirector
|
GrantCommon Stock | 6,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-012258 · doc4.xml · nonDerivative · entry 1 Cohan Sean · CIK 0001854196 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,972.861 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 09, 2021 Filed Sep 10, 2021 20:34 UTC |
Gerard Robert ADirector
|
GrantCommon Stock | 15,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-012259 · doc4.xml · nonDerivative · entry 1 Gerard Robert A · CIK 0001413918 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,383.0955 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 |
| August 31, 2021 Filed Sep 1, 2021 20:57 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
GrantCommon Stock | 4,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-011919 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,369.744 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. Read SEC document |
| August 31, 2021 Filed Sep 1, 2021 20:57 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
SaleCommon Stock | 20,000 | $25.83 | $516,520.00 |
DisclosureSEC source: 0001225208-21-011918 · doc4.xml · nonDerivative · entry 2 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,481.541 F2 · price: The price used is a weighted average of prices within the range of $25.800 to $25.850. The reporting person will provice full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
| August 31, 2021 Filed Sep 1, 2021 20:57 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
GrantCommon Stock | 17,512 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-011918 · doc4.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,481.541 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. Read SEC document |
| August 31, 2021 Filed Sep 1, 2021 20:57 UTC |
Orosco Karen APres., Global Consumer Tax & S
|
GrantCommon Stock | 20,696 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-011917 · 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: 108,044.306 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. Read SEC document |
| August 31, 2021 Filed Sep 1, 2021 20:57 UTC |
Bowen Tony GChief Financial Officer
|
GrantCommon Stock | 25,472 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-011916 · doc4.xml · nonDerivative · entry 1 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,752.3643 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. Read SEC document |
| August 31, 2021 Filed Sep 1, 2021 20:57 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
GrantCommon Stock | 87,557 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-011915 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 526,329.907 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. Read SEC document |
| August 30, 2021 Filed Aug 31, 2021 20:32 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
SaleCommon Stock | 15,000 | $25.75 | $386,280.00 |
DisclosureSEC source: 0001225208-21-011839 · doc4.xml · nonDerivative · entry 2 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,970.338 F1 · price: The price used is a weighted average of prices within the range of $25.750 to $25.760. The reporting person will provice full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
| August 27, 2021 Filed Aug 31, 2021 20:32 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
SaleCommon Stock | 20,000 | $25.62 | $512,300.00 |
DisclosureSEC source: 0001225208-21-011839 · doc4.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,970.338 Read SEC document |
| August 25, 2021 Filed Aug 27, 2021 20:34 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
Exercise / conversionStock Option (Right to Buy) · Derivative | 13,098 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0001225208-21-011767 · doc4.xml · derivative · entry 4 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,098 shares Expires 2022-02-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The options vested in three equal annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| August 25, 2021 Filed Aug 27, 2021 20:34 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
SaleCommon Stock | 13,098 | $25.60 | $335,256.41 |
DisclosureSEC source: 0001225208-21-011767 · doc4.xml · nonDerivative · entry 3 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,970.338 F1 · price: The price used is a weighted average of prices within the range of $25.500 to $25.685. The reporting person will provice full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
| August 25, 2021 Filed Aug 27, 2021 20:34 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
SaleCommon Stock | 10,564 | $25.50 | $269,388.34 |
DisclosureSEC source: 0001225208-21-011767 · doc4.xml · nonDerivative · entry 2 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,068.338 Read SEC document |
| August 25, 2021 Filed Aug 27, 2021 20:34 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
Exercise / conversionCommon Stock | 13,098 | $17.00 | $222,666.00 |
DisclosureSEC source: 0001225208-21-011767 · doc4.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,632.338 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 19, 2021 Filed Aug 23, 2021 20:32 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
Exercise / conversionStock Option (Right to Buy) · Derivative | 560 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0001225208-21-011637 · doc4.xml · derivative · entry 3 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,098 Underlying: Common Stock · 560 shares Expires 2022-02-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The options vested in three equal annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| August 19, 2021 Filed Aug 23, 2021 20:32 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
SaleCommon Stock | 560 | $25.73 | $14,411.32 |
DisclosureSEC source: 0001225208-21-011637 · doc4.xml · nonDerivative · entry 2 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,534.338 F1 · price: The price used is a weighted average of prices within the range of $25.725 to $25.745. The reporting person will provice full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
| August 19, 2021 Filed Aug 23, 2021 20:32 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
Exercise / conversionCommon Stock | 560 | $17.00 | $9,520.00 |
DisclosureSEC source: 0001225208-21-011637 · doc4.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,094.338 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 18, 2021 Filed Aug 19, 2021 20:34 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
Exercise / conversionStock Option (Right to Buy) · Derivative | 11,342 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0001225208-21-011569 · doc4.xml · derivative · entry 6 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,658 Underlying: Common Stock · 11,342 shares Expires 2022-02-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The options vested in three equal annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| August 18, 2021 Filed Aug 19, 2021 20:34 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
SaleCommon Stock | 11,342 | $25.65 | $290,933.64 |
DisclosureSEC source: 0001225208-21-011569 · doc4.xml · nonDerivative · entry 4 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,534.338 F2 · price: The price used is a weighted average of prices within the range of $25.650 to $25.655. The reporting person will provice full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
| August 18, 2021 Filed Aug 19, 2021 20:34 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
Exercise / conversionCommon Stock | 11,342 | $17.00 | $192,814.00 |
DisclosureSEC source: 0001225208-21-011569 · doc4.xml · nonDerivative · entry 3 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,876.338 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 17, 2021 Filed Aug 19, 2021 20:34 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
Exercise / conversionStock Option (Right to Buy) · Derivative | 32,881 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0001225208-21-011569 · doc4.xml · derivative · entry 5 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 32,881 shares Expires 2022-02-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The options vested in three equal annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| August 17, 2021 Filed Aug 19, 2021 20:34 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
SaleCommon Stock | 32,881 | $25.70 | $845,074.58 |
DisclosureSEC source: 0001225208-21-011569 · doc4.xml · nonDerivative · entry 2 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,534.338 F1 · price: The price used is a weighted average of prices within the range of $25.650 to $25.965. The reporting person will provice full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
| August 17, 2021 Filed Aug 19, 2021 20:34 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
Exercise / conversionCommon Stock | 32,881 | $17.00 | $558,977.00 |
DisclosureSEC source: 0001225208-21-011569 · doc4.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,415.338 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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.