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 |
|---|---|---|---|---|---|---|
| July 27, 2020 Filed Jul 29, 2020 20:48 UTC |
Orosco Karen ASVP, U.S. Retail
|
GrantCommon Stock | 3,818 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010042 · doc4.xml · nonDerivative · entry 1 Orosco Karen A · CIK 0001739560 · SVP, U.S. Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,230.413 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 20:37 UTC |
Bowen Tony GChief Financial Officer
|
GrantCommon Stock | 4,773 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010040 · doc4.xml · nonDerivative · entry 1 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,092.4623 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 02, 2020 Filed Jul 9, 2020 22:27 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
Tax withholdingCommon Stock | 226 | $14.00 | $3,164.00 |
DisclosureSEC source: 0001225208-20-009704 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317,235.88 Read SEC document |
| July 02, 2020 Filed Jul 9, 2020 22:26 UTC |
Orosco Karen ASVP, U.S. Retail
|
Tax withholdingCommon Stock | 43 | $14.00 | $602.00 |
DisclosureSEC source: 0001225208-20-009703 · doc4.xml · nonDerivative · entry 1 Orosco Karen A · CIK 0001739560 · SVP, U.S. Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,412.413 Read SEC document |
| July 02, 2020 Filed Jul 9, 2020 22:24 UTC |
Bowen Tony GChief Financial Officer
|
Tax withholdingCommon Stock | 52 | $14.00 | $728.00 |
DisclosureSEC source: 0001225208-20-009702 · doc4.xml · nonDerivative · entry 1 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,319.4623 Read SEC document |
| July 02, 2020 Filed Jul 6, 2020 21:01 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
Tax withholdingCommon Stock | 14 | $14.00 | $196.00 |
DisclosureSEC source: 0001225208-20-009587 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,584.652 Read SEC document |
| July 02, 2020 Filed Jul 6, 2020 21:01 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
Tax withholdingCommon Stock | 74 | $14.00 | $1,036.00 |
DisclosureSEC source: 0001225208-20-009586 · 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: 109,668.348 Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 01:34 UTC |
Orosco Karen ASVP, U.S. Retail
|
Tax withholdingCommon Stock | 3,545 | $14.28 | $50,622.60 |
DisclosureSEC source: 0001225208-20-009330 · doc4.xml · nonDerivative · entry 2 Orosco Karen A · CIK 0001739560 · SVP, U.S. Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,169.973 Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 01:34 UTC |
Orosco Karen ASVP, U.S. Retail
|
GrantCommon Stock | 15,407 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-009330 · doc4.xml · nonDerivative · entry 1 Orosco Karen A · CIK 0001739560 · SVP, U.S. Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,714.973 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 |
| June 30, 2020 Filed Jul 2, 2020 01:34 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
Tax withholdingCommon Stock | 965 | $14.28 | $13,780.20 |
DisclosureSEC source: 0001225208-20-009329 · doc4.xml · nonDerivative · entry 2 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,523.116 Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 01:34 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
GrantCommon Stock | 3,502 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-009329 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,488.116 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 |
| June 30, 2020 Filed Jul 2, 2020 01:34 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
Tax withholdingCommon Stock | 18,969 | $14.28 | $270,877.32 |
DisclosureSEC source: 0001225208-20-009328 · doc4.xml · nonDerivative · entry 2 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 313,323.17 Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 01:34 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
GrantCommon Stock | 77,031 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-009328 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 332,292.17 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 |
| June 30, 2020 Filed Jul 2, 2020 01:34 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
Tax withholdingCommon Stock | 6,058 | $14.28 | $86,508.24 |
DisclosureSEC source: 0001225208-20-009327 · 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: 109,359.414 Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 01:34 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
GrantCommon Stock | 15,407 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-009327 · 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: 115,417.414 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 |
| June 30, 2020 Filed Jul 2, 2020 01:33 UTC |
Bowen Tony GChief Financial Officer
|
Tax withholdingCommon Stock | 4,191 | $14.28 | $59,847.48 |
DisclosureSEC source: 0001225208-20-009326 · doc4.xml · nonDerivative · entry 2 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,040.2123 Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 01:33 UTC |
Bowen Tony GChief Financial Officer
|
GrantCommon Stock | 18,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-009326 · doc4.xml · nonDerivative · entry 1 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,231.2123 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 07, 2019 Filed Nov 8, 2019 21:35 UTC |
Gupta AnuradhaDirector
|
GrantCommon Stock | 5,074 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-014315 · doc4.xml · nonDerivative · entry 1 Gupta Anuradha · CIK 0001793364 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,074 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 12, 2019 Filed Sep 16, 2019 20:46 UTC |
REICH VICTORIADirector
|
GrantCommon Stock | 6,179 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-012554 · doc4.xml · nonDerivative · entry 1 REICH VICTORIA · CIK 0001217635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,401.114 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 12, 2019 Filed Sep 16, 2019 20:33 UTC |
Johnson Richard ADirector
|
GrantCommon Stock | 6,179 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-012544 · doc4.xml · nonDerivative · entry 1 Johnson Richard A · CIK 0001480981 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,041.59 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 12, 2019 Filed Sep 16, 2019 20:33 UTC |
Wood ChristiannaDirector
|
GrantCommon Stock | 6,179 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-012548 · doc4.xml · nonDerivative · entry 1 Wood Christianna · CIK 0001439573 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,221.36 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 12, 2019 Filed Sep 16, 2019 20:33 UTC |
Winter Matthew EDirector
|
GrantCommon Stock | 6,179 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-012547 · doc4.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,520.621 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 12, 2019 Filed Sep 16, 2019 20:33 UTC |
ROHDE BRUCEDirector
|
GrantCommon Stock | 6,179 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-012546 · doc4.xml · nonDerivative · entry 1 ROHDE BRUCE · CIK 0001185084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,791.226 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 12, 2019 Filed Sep 16, 2019 20:33 UTC |
LEWIS DAVID BDirector
|
GrantCommon Stock | 6,179 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-012545 · doc4.xml · nonDerivative · entry 1 LEWIS DAVID B · CIK 0001136554 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,401.827 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 12, 2019 Filed Sep 16, 2019 20:33 UTC |
Brown Paul JDirector
|
GrantCommon Stock | 6,179 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-012542 · doc4.xml · nonDerivative · entry 1 Brown Paul J · CIK 0001472591 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,101.114 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 12, 2019 Filed Sep 16, 2019 20:33 UTC |
Gerard Robert ADirector
|
GrantCommon Stock | 14,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-012543 · doc4.xml · nonDerivative · entry 1 Gerard Robert A · CIK 0001413918 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,907.3855 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 12, 2019 Filed Sep 16, 2019 20:32 UTC |
Archon Angela NDirector
|
GrantCommon Stock | 6,179 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-012541 · doc4.xml · nonDerivative · entry 1 Archon Angela N · CIK 0001669602 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,804.142 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 21, 2019 Filed Aug 23, 2019 20:32 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
Tax withholdingCommon Stock | 2,166 | $27.05 | $58,590.30 |
DisclosureSEC source: 0001225208-19-011845 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,821.738 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 19, 2019 Filed Jul 22, 2019 20:44 UTC |
Orosco Karen ASVP, U.S. Retail
|
Tax withholdingCommon Stock | 9,583 | $29.30 | $280,781.90 |
DisclosureSEC source: 0001225208-19-010397 · doc4.xml · nonDerivative · entry 2 Orosco Karen A · CIK 0001739560 · SVP, U.S. Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,730.178 Read SEC document |
| July 19, 2019 Filed Jul 22, 2019 20:44 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
Tax withholdingCommon Stock | 3,087 | $29.30 | $90,449.10 |
DisclosureSEC source: 0001225208-19-010396 · doc4.xml · nonDerivative · entry 2 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,835.722 Read SEC document |
| July 19, 2019 Filed Jul 22, 2019 20:43 UTC |
Bowen Tony GChief Financial Officer
|
Tax withholdingCommon Stock | 14,373 | $29.30 | $421,128.90 |
DisclosureSEC source: 0001225208-19-010394 · doc4.xml · nonDerivative · entry 2 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,350.6793 Read SEC document |
| July 19, 2019 Filed Jul 22, 2019 20:44 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
Tax withholdingCommon Stock | 17,567 | $29.30 | $514,713.10 |
DisclosureSEC source: 0001225208-19-010395 · 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: 99,233.92 Read SEC document |
| July 18, 2019 Filed Jul 22, 2019 20:44 UTC |
Orosco Karen ASVP, U.S. Retail
|
GrantCommon Stock | 20,944 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010397 · doc4.xml · nonDerivative · entry 1 Orosco Karen A · CIK 0001739560 · SVP, U.S. Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,313.178 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 18, 2019 Filed Jul 22, 2019 20:44 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
GrantCommon Stock | 6,982 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010396 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,922.722 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 18, 2019 Filed Jul 22, 2019 20:43 UTC |
Bowen Tony GChief Financial Officer
|
GrantCommon Stock | 31,414 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010394 · doc4.xml · nonDerivative · entry 1 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,723.6793 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 18, 2019 Filed Jul 22, 2019 20:44 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
GrantCommon Stock | 38,396 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010395 · 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: 116,800.92 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, 2019 Filed Jul 3, 2019 20:21 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
SaleCommon Stock | 3,000 | $28.68 | $86,040.00 |
DisclosureSEC source: 0001225208-19-010041 · doc4.xml · nonDerivative · entry 2 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,940.722 Read SEC document |
| July 02, 2019 Filed Jul 3, 2019 20:21 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
Tax withholdingCommon Stock | 6 | $28.96 | $173.76 |
DisclosureSEC source: 0001225208-19-010041 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,940.722 Read SEC document |
| July 02, 2019 Filed Jul 3, 2019 20:21 UTC |
Orosco Karen ASVP, U.S. Retail
|
Tax withholdingCommon Stock | 19 | $28.96 | $550.24 |
DisclosureSEC source: 0001225208-19-010042 · doc4.xml · nonDerivative · entry 1 Orosco Karen A · CIK 0001739560 · SVP, U.S. Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,369.178 Read SEC document |
| July 02, 2019 Filed Jul 3, 2019 20:21 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
Tax withholdingCommon Stock | 107 | $28.96 | $3,098.72 |
DisclosureSEC source: 0001225208-19-010040 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,987.738 Read SEC document |
| July 02, 2019 Filed Jul 3, 2019 20:21 UTC |
Bowen Tony GChief Financial Officer
|
Tax withholdingCommon Stock | 25 | $28.96 | $724.00 |
DisclosureSEC source: 0001225208-19-010038 · doc4.xml · nonDerivative · entry 1 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,309.6793 Read SEC document |
| July 02, 2019 Filed Jul 3, 2019 20:21 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
Tax withholdingCommon Stock | 36 | $28.96 | $1,042.56 |
DisclosureSEC source: 0001225208-19-010039 · 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: 78,404.92 Read SEC document |
| June 30, 2019 Filed Jul 1, 2019 20:49 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
GrantCommon Stock | 40,048 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009676 · doc4.xml · nonDerivative · entry 2 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,148.323 F1 · shares: Restricted share units ("RSUs") granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions on 37,543 RSUs lapse in three equal installments beginning on the first anniversary of the grant date, and the restrictions on 2,505 RSUs lapse in two equal installments beginning on the first anniversary of the grant date. Read SEC document |
| June 30, 2019 Filed Jul 1, 2019 20:49 UTC |
Bowen Tony GChief Financial Officer
|
GrantCommon Stock | 9,761 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009677 · doc4.xml · nonDerivative · entry 2 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,183.4093 F1 · shares: Restricted share units ("RSUs") granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions on 8,874 RSUs lapse in three equal installments beginning on the first anniversary of the grant date, and the restrictions on 887 RSUs lapse in two equal installments beginning on the first anniversary of the grant date. Read SEC document |
| June 30, 2019 Filed Jul 1, 2019 20:48 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
GrantCommon Stock | 8,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009675 · 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: 78,214.544 F1 · shares: Restricted share units ("RSUs") granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions on 7,509 RSUs lapse in three equal installments beginning on the first anniversary of the grant date, and the restrictions on 967 RSUs lapse in two equal installments beginning on the first anniversary of the grant date. Read SEC document |
| June 30, 2019 Filed Jul 1, 2019 20:48 UTC |
Orosco Karen ASVP, U.S. Retail
|
GrantCommon Stock | 8,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009674 · doc4.xml · nonDerivative · entry 2 Orosco Karen A · CIK 0001739560 · SVP, U.S. Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,262.434 F1 · shares: Restricted share units ("RSUs") granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions on 7,509 RSUs lapse in three equal installments beginning on the first anniversary of the grant date, and the restrictions on 766 RSUs lapse in two equal installments beginning on the first anniversary of the grant date. Read SEC document |
| June 30, 2019 Filed Jul 1, 2019 20:46 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
GrantCommon Stock | 1,959 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009673 · doc4.xml · nonDerivative · entry 2 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,908.642 F1 · shares: Restricted share units ("RSUs") granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions on 1,707 RSUs lapse in three equal installments beginning on the first anniversary of the grant date, and the restrictions on 252 RSUs lapse in two equal installments beginning on the first anniversary of the grant date. Read SEC document |
| June 28, 2019 Filed Jul 1, 2019 20:49 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
Tax withholdingCommon Stock | 11,757 | $29.30 | $344,480.10 |
DisclosureSEC source: 0001225208-19-009676 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,100.323 Read SEC document |
| June 28, 2019 Filed Jul 1, 2019 20:49 UTC |
Bowen Tony GChief Financial Officer
|
Tax withholdingCommon Stock | 3,707 | $29.30 | $108,615.10 |
DisclosureSEC source: 0001225208-19-009677 · doc4.xml · nonDerivative · entry 1 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,422.4093 Read SEC document |
| June 28, 2019 Filed Jul 1, 2019 20:48 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
Tax withholdingCommon Stock | 5,709 | $29.30 | $167,273.70 |
DisclosureSEC source: 0001225208-19-009675 · 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: 69,738.544 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.