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, 2021 Filed Aug 17, 2021 20:45 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
Exercise / conversionStock Option (Right to Buy) · Derivative | 17,119 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0001225208-21-011525 · 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: 57,881 Underlying: Common Stock · 17,119 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 16, 2021 Filed Aug 17, 2021 20:45 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
SaleCommon Stock | 17,119 | $25.73 | $440,386.28 |
DisclosureSEC source: 0001225208-21-011525 · 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 $25.700 to $25.755. 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 16, 2021 Filed Aug 17, 2021 20:45 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
Exercise / conversionCommon Stock | 17,119 | $17.00 | $291,023.00 |
DisclosureSEC source: 0001225208-21-011525 · 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: 150,653.338 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 13, 2021 Filed Aug 17, 2021 20:45 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
Exercise / conversionStock Option (Right to Buy) · Derivative | 29,734 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0001225208-21-011525 · 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: 75,000 Underlying: Common Stock · 29,734 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 13, 2021 Filed Aug 17, 2021 20:45 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
SaleCommon Stock | 29,734 | $25.65 | $762,632.50 |
DisclosureSEC source: 0001225208-21-011525 · 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 $25.600 to $25.770. 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 13, 2021 Filed Aug 17, 2021 20:45 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
Exercise / conversionCommon Stock | 29,734 | $17.00 | $505,478.00 |
DisclosureSEC source: 0001225208-21-011525 · 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: 163,268.338 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 |
| July 16, 2021 Filed Jul 19, 2021 20:34 UTC |
Orosco Karen APres., Global Consumer Tax & S
|
Tax withholdingCommon Stock | 14,366 | $23.48 | $337,313.68 |
DisclosureSEC source: 0001225208-21-010762 · 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: 87,348.306 Read SEC document |
| July 16, 2021 Filed Jul 19, 2021 20:34 UTC |
Orosco Karen APres., Global Consumer Tax & S
|
GrantCommon Stock | 32,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-010762 · 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: 101,714.306 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 16, 2021 Filed Jul 19, 2021 20:34 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
Tax withholdingCommon Stock | 17,402 | $23.48 | $408,598.96 |
DisclosureSEC source: 0001225208-21-010763 · 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 Read SEC document |
| July 16, 2021 Filed Jul 19, 2021 20:34 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
GrantCommon Stock | 39,234 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-010763 · 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: 150,936.338 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 16, 2021 Filed Jul 19, 2021 20:34 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
Tax withholdingCommon Stock | 4,045 | $23.48 | $94,976.60 |
DisclosureSEC source: 0001225208-21-010761 · doc4.xml · nonDerivative · entry 2 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,229.744 Read SEC document |
| July 16, 2021 Filed Jul 19, 2021 20:34 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
GrantCommon Stock | 8,919 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-010761 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,274.744 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 16, 2021 Filed Jul 19, 2021 20:33 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
Tax withholdingCommon Stock | 86,997 | $23.48 | $2,042,689.56 |
DisclosureSEC source: 0001225208-21-010760 · doc4.xml · nonDerivative · entry 2 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 438,772.907 Read SEC document |
| July 16, 2021 Filed Jul 19, 2021 20:33 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
GrantCommon Stock | 196,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-010760 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 525,769.907 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 16, 2021 Filed Jul 19, 2021 20:33 UTC |
Bowen Tony GChief Financial Officer
|
Tax withholdingCommon Stock | 15,819 | $23.48 | $371,430.12 |
DisclosureSEC source: 0001225208-21-010759 · doc4.xml · nonDerivative · entry 2 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,280.3643 Read SEC document |
| July 16, 2021 Filed Jul 19, 2021 20:33 UTC |
Bowen Tony GChief Financial Officer
|
GrantCommon Stock | 35,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-010759 · doc4.xml · nonDerivative · entry 1 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,099.3643 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 02, 2021 Filed Jul 6, 2021 20:27 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
Tax withholdingCommon Stock | 63 | $23.78 | $1,498.14 |
DisclosureSEC source: 0001225208-21-010298 · 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: 111,702.338 Read SEC document |
| July 02, 2021 Filed Jul 6, 2021 20:26 UTC |
Bowen Tony GChief Financial Officer
|
Tax withholdingCommon Stock | 68 | $23.78 | $1,617.04 |
DisclosureSEC source: 0001225208-21-010297 · doc4.xml · nonDerivative · entry 1 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,432.3643 Read SEC document |
| July 02, 2021 Filed Jul 6, 2021 20:26 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
Tax withholdingCommon Stock | 10 | $23.78 | $237.80 |
DisclosureSEC source: 0001225208-21-010295 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,355.744 Read SEC document |
| July 02, 2021 Filed Jul 6, 2021 20:26 UTC |
Orosco Karen APres., Global Consumer Tax & S
|
Tax withholdingCommon Stock | 40 | $23.78 | $951.20 |
DisclosureSEC source: 0001225208-21-010296 · 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: 69,614.306 Read SEC document |
| July 02, 2021 Filed Jul 6, 2021 20:26 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
Tax withholdingCommon Stock | 299 | $23.78 | $7,110.22 |
DisclosureSEC source: 0001225208-21-010294 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329,612.907 Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 20:36 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
Tax withholdingCommon Stock | 5,475 | $23.48 | $128,553.00 |
DisclosureSEC source: 0001225208-21-009957 · 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: 111,478.685 Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 20:37 UTC |
Orosco Karen APres., Global Consumer Tax & S
|
Tax withholdingCommon Stock | 5,175 | $23.48 | $121,509.00 |
DisclosureSEC source: 0001225208-21-009960 · 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: 69,375.653 Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 20:37 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
Tax withholdingCommon Stock | 1,260 | $23.48 | $29,584.80 |
DisclosureSEC source: 0001225208-21-009959 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,298.034 Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 20:36 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
Tax withholdingCommon Stock | 26,788 | $23.48 | $628,982.24 |
DisclosureSEC source: 0001225208-21-009958 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,754.734 Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 20:36 UTC |
Bowen Tony GChief Financial Officer
|
Tax withholdingCommon Stock | 5,962 | $23.48 | $139,987.76 |
DisclosureSEC source: 0001225208-21-009956 · doc4.xml · nonDerivative · entry 1 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,173.9453 Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 20:20 UTC |
Cohan SeanDirector
|
GrantCommon Stock | 3,153 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-006337 · doc4.xml · nonDerivative · entry 1 Cohan Sean · CIK 0001854196 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,153 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 |
| April 01, 2021 Filed Apr 2, 2021 20:20 UTC |
Mends MiaDirector
|
GrantCommon Stock | 3,153 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-006338 · doc4.xml · nonDerivative · entry 1 Mends Mia · CIK 0001854231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,153 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 |
| December 21, 2020 Filed Dec 22, 2020 21:33 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
PurchaseCommon Stock | 3,310 | $15.05 | $49,812.19 |
DisclosureSEC source: 0001225208-20-015005 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 346,096.952 Read SEC document |
| September 10, 2020 Filed Sep 14, 2020 20:40 UTC |
Wood ChristiannaDirector
|
GrantCommon Stock | 10,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-011493 · doc4.xml · nonDerivative · entry 1 Wood Christianna · CIK 0001439573 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,466.697 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 10, 2020 Filed Sep 14, 2020 20:38 UTC |
Johnson Richard ADirector
|
GrantCommon Stock | 10,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-011491 · doc4.xml · nonDerivative · entry 1 Johnson Richard A · CIK 0001480981 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,683.594 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 10, 2020 Filed Sep 14, 2020 20:39 UTC |
ROHDE BRUCEDirector
|
GrantCommon Stock | 10,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-011492 · doc4.xml · nonDerivative · entry 1 ROHDE BRUCE · CIK 0001185084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,263.955 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 10, 2020 Filed Sep 14, 2020 20:38 UTC |
Winter Matthew EDirector
|
GrantCommon Stock | 10,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-011490 · doc4.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,471.975 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 10, 2020 Filed Sep 14, 2020 20:38 UTC |
REICH VICTORIADirector
|
GrantCommon Stock | 10,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-011489 · doc4.xml · nonDerivative · entry 1 REICH VICTORIA · CIK 0001217635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,979.41 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 10, 2020 Filed Sep 14, 2020 20:38 UTC |
Piazza Yolande GDirector
|
GrantCommon Stock | 10,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-011488 · doc4.xml · nonDerivative · entry 1 Piazza Yolande G · CIK 0001824253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,053 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 10, 2020 Filed Sep 14, 2020 20:38 UTC |
LEWIS DAVID BDirector
|
GrantCommon Stock | 10,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-011486 · doc4.xml · nonDerivative · entry 1 LEWIS DAVID B · CIK 0001136554 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,969.162 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 10, 2020 Filed Sep 14, 2020 20:38 UTC |
Gerard Robert ADirector
|
GrantCommon Stock | 23,456 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-011484 · doc4.xml · nonDerivative · entry 1 Gerard Robert A · CIK 0001413918 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,644.2895 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 10, 2020 Filed Sep 14, 2020 20:38 UTC |
Gupta AnuradhaDirector
|
GrantCommon Stock | 10,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-011485 · doc4.xml · nonDerivative · entry 1 Gupta Anuradha · CIK 0001793364 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,350.976 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 10, 2020 Filed Sep 14, 2020 20:37 UTC |
Brown Paul JDirector
|
GrantCommon Stock | 10,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-011483 · doc4.xml · nonDerivative · entry 1 Brown Paul J · CIK 0001472591 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,679.41 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 03, 2020 Filed Sep 8, 2020 20:32 UTC |
Gerard Robert ADirector
|
PurchaseCommon Stock | 12,000 | $15.17 | $181,989.60 |
DisclosureSEC source: 0001225208-20-011361 · doc4.xml · nonDerivative · entry 1 Gerard Robert A · CIK 0001413918 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By GFP, L.P. Disclosed balance after: 21,000 F1 · price: The price used is a weighted average of prices within the range of $15.140 to $15.270. 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 03, 2020 Filed Sep 8, 2020 20:32 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
PurchaseCommon Stock | 13,150 | $15.04 | $197,762.85 |
DisclosureSEC source: 0001225208-20-011360 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338,151.88 Read SEC document |
| August 21, 2020 Filed Aug 24, 2020 20:32 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
Tax withholdingCommon Stock | 2,428 | $14.62 | $35,497.36 |
DisclosureSEC source: 0001225208-20-010898 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325,001.88 F1 · shares: Represents shares withheld by the Issuer to satisfy certain tax withholding obligations related to the vesting of restricted share units ("RSUs") that were granted to the Reporting Person on August 21, 2017. One-third of the RSUs vested pursuant to the previously disclosed vesting schedule, but vested shares will not be distributed to the Reporting Person until after termination of employment. However, pursuant to the award agreement, at the time of each respective vesting date, a sufficient number of RSUs are settled and withheld to pay certain required FICA and other tax withholding obligations. Read SEC document |
| July 28, 2020 Filed Jul 29, 2020 20:50 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
Tax withholdingCommon Stock | 8,708 | $14.28 | $124,350.24 |
DisclosureSEC source: 0001225208-20-010044 · doc4.xml · nonDerivative · entry 2 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,429.88 Read SEC document |
| July 28, 2020 Filed Jul 29, 2020 20:50 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
Tax withholdingCommon Stock | 5,739 | $14.28 | $81,952.92 |
DisclosureSEC source: 0001225208-20-010043 · 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: 115,860.348 Read SEC document |
| July 28, 2020 Filed Jul 29, 2020 20:48 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
Tax withholdingCommon Stock | 470 | $14.28 | $6,711.60 |
DisclosureSEC source: 0001225208-20-010041 · doc4.xml · nonDerivative · entry 2 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,308.652 Read SEC document |
| July 28, 2020 Filed Jul 29, 2020 20:48 UTC |
Orosco Karen ASVP, U.S. Retail
|
Tax withholdingCommon Stock | 1,740 | $14.28 | $24,847.20 |
DisclosureSEC source: 0001225208-20-010042 · doc4.xml · nonDerivative · entry 2 Orosco Karen A · CIK 0001739560 · SVP, U.S. Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,490.413 Read SEC document |
| July 28, 2020 Filed Jul 29, 2020 20:37 UTC |
Bowen Tony GChief Financial Officer
|
Tax withholdingCommon Stock | 2,200 | $14.28 | $31,416.00 |
DisclosureSEC source: 0001225208-20-010040 · doc4.xml · nonDerivative · entry 2 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,892.4623 Read SEC document |
| July 27, 2020 Filed Jul 29, 2020 20:50 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
GrantCommon Stock | 18,902 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010044 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,137.88 F1 · kind: Vesting of Common Stock underlying previously awarded performance share units upon determination by the Compensation Committee that performance criteria for the awards had been satisfied. Read SEC document |
| July 27, 2020 Filed Jul 29, 2020 20:50 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
GrantCommon Stock | 11,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010043 · 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: 121,599.348 F1 · kind: Vesting of Common Stock underlying previously awarded performance share units upon determination by the Compensation Committee that performance criteria for the awards had been satisfied. Read SEC document |
| July 27, 2020 Filed Jul 29, 2020 20:48 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
GrantCommon Stock | 1,194 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010041 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,778.652 F1 · kind: Vesting of Common Stock underlying previously awarded performance share units upon determination by the Compensation Committee that performance criteria for the awards had been satisfied. 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.