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 |
|---|---|---|---|---|---|---|
| June 28, 2019 Filed Jul 1, 2019 20:48 UTC |
Orosco Karen ASVP, U.S. Retail
|
Tax withholdingCommon Stock | 2,927 | $29.30 | $85,761.10 |
DisclosureSEC source: 0001225208-19-009674 · doc4.xml · nonDerivative · entry 1 Orosco Karen A · CIK 0001739560 · SVP, U.S. Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,987.434 Read SEC document |
| June 28, 2019 Filed Jul 1, 2019 20:46 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
Tax withholdingCommon Stock | 862 | $29.30 | $25,256.60 |
DisclosureSEC source: 0001225208-19-009673 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,949.642 Read SEC document |
| September 13, 2018 Filed Sep 17, 2018 20:34 UTC |
ROHDE BRUCEDirector
|
GrantCommon Stock | 5,731 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-013481 · doc4.xml · nonDerivative · entry 1 ROHDE BRUCE · CIK 0001185084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,026.195 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 13, 2018 Filed Sep 17, 2018 20:35 UTC |
Wood ChristiannaDirector
|
GrantCommon Stock | 5,731 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-013483 · doc4.xml · nonDerivative · entry 1 Wood Christianna · CIK 0001439573 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,987.435 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 |
| September 13, 2018 Filed Sep 17, 2018 20:35 UTC |
Winter Matthew EDirector
|
GrantCommon Stock | 5,731 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-013482 · doc4.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,976.281 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 13, 2018 Filed Sep 17, 2018 20:34 UTC |
REICH VICTORIADirector
|
GrantCommon Stock | 5,731 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-013480 · doc4.xml · nonDerivative · entry 1 REICH VICTORIA · CIK 0001217635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,178.915 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 13, 2018 Filed Sep 17, 2018 20:34 UTC |
LEWIS DAVID BDirector
|
GrantCommon Stock | 5,731 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-013478 · doc4.xml · nonDerivative · entry 1 LEWIS DAVID B · CIK 0001136554 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,972.481 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 13, 2018 Filed Sep 17, 2018 20:34 UTC |
Johnson Richard ADirector
|
GrantCommon Stock | 5,731 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-013476 · doc4.xml · nonDerivative · entry 1 Johnson Richard A · CIK 0001480981 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,033.083 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 13, 2018 Filed Sep 17, 2018 20:34 UTC |
Gerard Robert ADirector
|
GrantCommon Stock | 13,371 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-013474 · doc4.xml · nonDerivative · entry 1 Gerard Robert A · CIK 0001413918 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,468.8915 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 13, 2018 Filed Sep 17, 2018 20:34 UTC |
Brown Paul JDirector
|
GrantCommon Stock | 5,731 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-013472 · doc4.xml · nonDerivative · entry 1 Brown Paul J · CIK 0001472591 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,878.915 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 13, 2018 Filed Sep 17, 2018 20:34 UTC |
Archon Angela NDirector
|
GrantCommon Stock | 5,731 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-013471 · doc4.xml · nonDerivative · entry 1 Archon Angela N · CIK 0001669602 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,841.509 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, 2018 Filed Aug 31, 2018 20:37 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
Tax withholdingCommon Stock | 10,976 | $27.33 | $299,974.08 |
DisclosureSEC source: 0001225208-18-013005 · 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: 74,743.354 Read SEC document |
| August 31, 2018 Filed Aug 31, 2018 20:37 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
Exercise / conversionCommon Stock | 17,646 | $17.00 | $299,982.00 |
DisclosureSEC source: 0001225208-18-013005 · 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: 85,719.354 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 30, 2018 Filed Aug 31, 2018 20:37 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
Exercise / conversionStock Option (Right to Buy) · Derivative | 17,646 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0001225208-18-013005 · 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: 104,734 Underlying: Common Stock · 17,646 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 30, 2018 Filed Aug 31, 2018 20:37 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
SaleCommon Stock | 70,000 | $26.54 | $1,857,800.00 |
DisclosureSEC source: 0001225208-18-013005 · 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: 68,073.354 F1 · price: The price used is a weighted average of prices within the range of $26.50 to $26.57. 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 21, 2018 Filed Aug 23, 2018 20:32 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
Tax withholdingCommon Stock | 2,014 | $26.73 | $53,834.22 |
DisclosureSEC source: 0001225208-18-012878 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,793.35 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 20, 2018 Filed Jul 23, 2018 20:33 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
Tax withholdingCommon Stock | 577 | $22.78 | $13,144.06 |
DisclosureSEC source: 0001225208-18-011910 · doc4.xml · nonDerivative · entry 2 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,697.451 Read SEC document |
| July 20, 2018 Filed Jul 23, 2018 20:33 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
Tax withholdingCommon Stock | 6,109 | $22.78 | $139,163.02 |
DisclosureSEC source: 0001225208-18-011911 · 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: 138,073.354 Read SEC document |
| July 20, 2018 Filed Jul 23, 2018 20:32 UTC |
Bowen Tony GChief Financial Officer
|
Tax withholdingCommon Stock | 935 | $22.78 | $21,299.30 |
DisclosureSEC source: 0001225208-18-011908 · doc4.xml · nonDerivative · entry 2 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,664.0463 Read SEC document |
| July 20, 2018 Filed Jul 23, 2018 20:32 UTC |
Orosco Karen ASVP, U.S. Retail
|
Tax withholdingCommon Stock | 1,177 | $22.78 | $26,812.06 |
DisclosureSEC source: 0001225208-18-011909 · doc4.xml · nonDerivative · entry 2 Orosco Karen A · CIK 0001739560 · SVP, U.S. Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,527.081 Read SEC document |
| July 19, 2018 Filed Jul 23, 2018 20:33 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
GrantCommon Stock | 1,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011910 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,274.451 F1 · kind: Vesting of Common Stock underlying previously awarded market stock units upon determination by the Compensation Committee that performance criteria for the awards had been satisfied. Read SEC document |
| July 19, 2018 Filed Jul 23, 2018 20:33 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
GrantCommon Stock | 13,179 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011911 · 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: 144,182.354 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, 2018 Filed Jul 23, 2018 20:32 UTC |
Bowen Tony GChief Financial Officer
|
GrantCommon Stock | 2,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011908 · doc4.xml · nonDerivative · entry 1 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,599.0463 F1 · kind: Vesting of Common Stock underlying previously awarded market stock units upon determination by the Compensation Committee that performance criteria for the awards had been satisfied. Read SEC document |
| July 19, 2018 Filed Jul 23, 2018 20:32 UTC |
Orosco Karen ASVP, U.S. Retail
|
GrantCommon Stock | 2,561 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011909 · doc4.xml · nonDerivative · entry 1 Orosco Karen A · CIK 0001739560 · SVP, U.S. Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,704.081 F1 · kind: Vesting of Common Stock underlying previously awarded market stock units upon determination by the Compensation Committee that performance criteria for the awards had been satisfied. Read SEC document |
| July 03, 2018 Filed Jul 5, 2018 20:39 UTC |
Orosco Karen ASVP, U.S. Retail
|
Tax withholdingCommon Stock | 16 | $23.28 | $372.48 |
DisclosureSEC source: 0001225208-18-011464 · doc4.xml · nonDerivative · entry 1 Orosco Karen A · CIK 0001739560 · SVP, U.S. Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,143.081 Read SEC document |
| July 03, 2018 Filed Jul 5, 2018 20:39 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
Tax withholdingCommon Stock | 6 | $23.28 | $139.68 |
DisclosureSEC source: 0001225208-18-011463 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,957.451 Read SEC document |
| July 03, 2018 Filed Jul 5, 2018 20:39 UTC |
Jones Jeffrey J IIDirector · President & CEO
|
Tax withholdingCommon Stock | 43 | $23.28 | $1,001.04 |
DisclosureSEC source: 0001225208-18-011462 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,807.35 Read SEC document |
| July 03, 2018 Filed Jul 5, 2018 20:39 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
Tax withholdingCommon Stock | 57 | $23.28 | $1,326.96 |
DisclosureSEC source: 0001225208-18-011461 · 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: 131,003.354 Read SEC document |
| July 03, 2018 Filed Jul 5, 2018 20:39 UTC |
Bowen Tony GChief Financial Officer
|
Tax withholdingCommon Stock | 19 | $23.28 | $442.32 |
DisclosureSEC source: 0001225208-18-011460 · doc4.xml · nonDerivative · entry 1 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,579.0463 Read SEC document |
| June 30, 2018 Filed Jul 3, 2018 20:33 UTC |
Bowen Tony GChief Financial Officer
|
GrantCommon Stock | 8,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011348 · doc4.xml · nonDerivative · entry 2 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,464.5023 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, 2018 Filed Jul 3, 2018 20:33 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
GrantCommon Stock | 9,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011347 · 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: 130,791.423 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, 2018 Filed Jul 3, 2018 20:33 UTC |
Orosco Karen ASVP, U.S. Retail
|
GrantCommon Stock | 7,902 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011346 · doc4.xml · nonDerivative · entry 2 Orosco Karen A · CIK 0001739560 · SVP, U.S. Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,055.472 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, 2018 Filed Jul 3, 2018 20:33 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
GrantCommon Stock | 2,195 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011345 · doc4.xml · nonDerivative · entry 2 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,928.003 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, 2018 Filed Jul 3, 2018 20:32 UTC |
Jones Jeffrey J IIDirector · President & CEO - Designate
|
GrantCommon Stock | 48,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011344 · doc4.xml · nonDerivative · entry 2 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO - Designate 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,096.317 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 29, 2018 Filed Jul 3, 2018 20:33 UTC |
Bowen Tony GChief Financial Officer
|
Tax withholdingCommon Stock | 2,666 | $22.78 | $60,731.48 |
DisclosureSEC source: 0001225208-18-011348 · doc4.xml · nonDerivative · entry 1 Bowen Tony G · CIK 0001673692 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,684.5023 Read SEC document |
| June 29, 2018 Filed Jul 3, 2018 20:33 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
Tax withholdingCommon Stock | 5,352 | $22.78 | $121,918.56 |
DisclosureSEC source: 0001225208-18-011347 · 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: 121,133.423 Read SEC document |
| June 29, 2018 Filed Jul 3, 2018 20:33 UTC |
Orosco Karen ASVP, U.S. Retail
|
Tax withholdingCommon Stock | 2,145 | $22.78 | $48,863.10 |
DisclosureSEC source: 0001225208-18-011346 · doc4.xml · nonDerivative · entry 1 Orosco Karen A · CIK 0001739560 · SVP, U.S. Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,153.472 Read SEC document |
| June 29, 2018 Filed Jul 3, 2018 20:33 UTC |
Logerwell Kellie JVP & Chief Acct Officer
|
Tax withholdingCommon Stock | 755 | $22.78 | $17,198.90 |
DisclosureSEC source: 0001225208-18-011345 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,733.003 Read SEC document |
| June 29, 2018 Filed Jul 3, 2018 20:32 UTC |
Jones Jeffrey J IIDirector · President & CEO - Designate
|
Tax withholdingCommon Stock | 4,070 | $22.78 | $92,714.60 |
DisclosureSEC source: 0001225208-18-011344 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO - Designate 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,808.317 Read SEC document |
| June 22, 2018 Filed Jun 25, 2018 20:32 UTC |
Gerard Robert ADirector
|
PurchaseCommon Stock | 1,000 | $23.18 | $23,180.00 |
DisclosureSEC source: 0001225208-18-010892 · 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: 9,000 Read SEC document |
| December 08, 2017 Filed Dec 11, 2017 21:33 UTC |
GERKE THOMAS AGen. Counsel & Chief Admin Off
|
Tax withholdingCommon Stock | 2,553 | $27.22 | $69,492.66 |
DisclosureSEC source: 0001225208-17-018480 · 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: 126,111.447 Read SEC document |
| November 03, 2017 Filed Nov 6, 2017 21:36 UTC |
Winter Matthew EDirector
|
GrantCommon Stock | 5,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-016999 · doc4.xml · nonDerivative · entry 1 Winter Matthew E · CIK 0001468136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,100 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 14, 2017 Filed Sep 15, 2017 20:33 UTC |
Wood ChristiannaDirector
|
GrantCommon Stock | 5,710 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-015068 · doc4.xml · nonDerivative · entry 1 Wood Christianna · CIK 0001439573 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,542.524 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2013 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 14, 2017 Filed Sep 15, 2017 20:33 UTC |
SEIP TOM DDirector
|
GrantCommon Stock | 5,710 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-015067 · doc4.xml · nonDerivative · entry 1 SEIP TOM D · CIK 0001144285 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,027.851 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2013 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 14, 2017 Filed Sep 15, 2017 20:33 UTC |
ROHDE BRUCEDirector
|
GrantCommon Stock | 5,710 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-015066 · doc4.xml · nonDerivative · entry 1 ROHDE BRUCE · CIK 0001185084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,031.705 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2013 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 14, 2017 Filed Sep 15, 2017 20:33 UTC |
REICH VICTORIADirector
|
GrantCommon Stock | 5,710 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-015065 · doc4.xml · nonDerivative · entry 1 REICH VICTORIA · CIK 0001217635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,705.869 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2013 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 14, 2017 Filed Sep 15, 2017 20:33 UTC |
LEWIS DAVID BDirector
|
GrantCommon Stock | 5,710 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-015064 · doc4.xml · nonDerivative · entry 1 LEWIS DAVID B · CIK 0001136554 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,339.851 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2013 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 14, 2017 Filed Sep 15, 2017 20:32 UTC |
Gerard Robert ADirector
|
GrantCommon Stock | 13,323 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-015062 · doc4.xml · nonDerivative · entry 1 Gerard Robert A · CIK 0001413918 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,828.3675 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2013 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 14, 2017 Filed Sep 15, 2017 20:32 UTC |
Johnson Richard ADirector
|
GrantCommon Stock | 5,710 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-015063 · doc4.xml · nonDerivative · entry 1 Johnson Richard A · CIK 0001480981 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,721.563 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2013 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 14, 2017 Filed Sep 15, 2017 20:32 UTC |
Brown Paul JDirector
|
GrantCommon Stock | 5,710 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-015061 · doc4.xml · nonDerivative · entry 1 Brown Paul J · CIK 0001472591 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,405.869 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2013 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.