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HRB

H&R BLOCK INC

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533
SEC CIK
0000012659
Parsed reports
307

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
MonthPurchasesSales
Nov 202502
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202601
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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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
December 12, 2016 Filed Jun 8, 2017 21:46 UTC
COBB WILLIAM CDirector · President and CEO
GiftCommon Stock 15,000 $0.00 $0.00
Disclosure

SEC source: 0001225208-17-011060 · doc4.xml · nonDerivative · entry 2

COBB WILLIAM C · CIK 0001209172 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · Cobb 2000 Family Trust

Disclosed balance after: 0

Read SEC document
December 09, 2016 Filed Dec 12, 2016 21:33 UTC
Macfarlane Gregory JSVP, U.S. Retail Prods & Ops
Tax withholdingCommon Stock 1,728 $22.95 $39,657.60
Disclosure

SEC source: 0001225208-16-042996 · doc4.xml · nonDerivative · entry 1

Macfarlane Gregory J · CIK 0001393959 · SVP, U.S. Retail Prods & Ops

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 120,259.606

F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations related to the vesting of restricted share units ("RSUs") that were granted to the Reporting Person under the H&R Block, Inc. 2013 Long Term Incentive Plan on December 10, 2015. The RSUs vested pursuant to the previously disclosed vesting schedule. Given the Reporting Person's resignation effective December 30, 2016 announced in a Form 8-K filed on December 7, 2016, remaining unvested RSUs will be forfeited.

Read SEC document
December 09, 2016 Filed Dec 12, 2016 21:32 UTC
GERKE THOMAS AGen. Counsel & Chief Admin Off
Tax withholdingCommon Stock 1,728 $22.95 $39,657.60
Disclosure

SEC source: 0001225208-16-042995 · 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: 108,502.426

Read SEC document
September 08, 2016 Filed Sep 9, 2016 20:33 UTC GrantCommon Stock 6,367 $0.00 $0.00
Disclosure

SEC source: 0001225208-16-039198 · doc4.xml · nonDerivative · entry 1

REICH VICTORIA · CIK 0001217635 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,524.031

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.

F2 · balance_after: Represents DSUs and shares of common stock. DSUs and shares of common stock were previously reported separately, but are reported on a combined basis in this report and will be reported on this combined basis in future reports.

Read SEC document
September 08, 2016 Filed Sep 9, 2016 20:34 UTC GrantCommon Stock 6,367 $0.00 $0.00
Disclosure

SEC source: 0001225208-16-039202 · doc4.xml · nonDerivative · entry 1

WRIGHT JAMES F · CIK 0001180390 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,524.031

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.

F2 · balance_after: Represents DSUs and shares of common stock. DSUs and shares of common stock were previously reported separately, but are reported on a combined basis in this report and will be reported on this combined basis in future reports.

Read SEC document
September 08, 2016 Filed Sep 9, 2016 20:34 UTC GrantCommon Stock 6,367 $0.00 $0.00
Disclosure

SEC source: 0001225208-16-039201 · doc4.xml · nonDerivative · entry 1

Wood Christianna · CIK 0001439573 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,475.405

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.

F2 · balance_after: Represents DSUs and shares of common stock. DSUs and shares of common stock were previously reported separately, but are reported on a combined basis in this report and will be reported on this combined basis in future reports.

Read SEC document
September 08, 2016 Filed Sep 9, 2016 20:34 UTC
ROHDE BRUCEDirector
GrantCommon Stock 6,367 $0.00 $0.00
Disclosure

SEC source: 0001225208-16-039199 · doc4.xml · nonDerivative · entry 1

ROHDE BRUCE · CIK 0001185084 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,521.484

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.

F2 · balance_after: Represents DSUs and shares of common stock. DSUs and shares of common stock were previously reported separately, but are reported on a combined basis in this report and will be reported on this combined basis in future reports.

Read SEC document
September 08, 2016 Filed Sep 9, 2016 20:34 UTC
SEIP TOM DDirector
GrantCommon Stock 6,367 $0.00 $0.00
Disclosure

SEC source: 0001225208-16-039200 · doc4.xml · nonDerivative · entry 1

SEIP TOM D · CIK 0001144285 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 81,089.735

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.

F2 · balance_after: Represents DSUs and shares of common stock. DSUs and shares of common stock were previously reported separately, but are reported on a combined basis in this report and will be reported on this combined basis in future reports.

Read SEC document
September 08, 2016 Filed Sep 9, 2016 20:32 UTC GrantCommon Stock 15,149 $0.00 $0.00
Disclosure

SEC source: 0001225208-16-039196 · doc4.xml · nonDerivative · entry 1

Gerard Robert A · CIK 0001413918 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 126,970.5175

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.

F2 · balance_after: Represents DSUs and shares of common stock. DSUs and shares of common stock were previously reported separately, but are reported on a combined basis in this report and will be reported on this combined basis in future reports.

Read SEC document
September 08, 2016 Filed Sep 9, 2016 20:32 UTC GrantCommon Stock 6,367 $0.00 $0.00
Disclosure

SEC source: 0001225208-16-039197 · doc4.xml · nonDerivative · entry 1

LEWIS DAVID B · CIK 0001136554 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 72,101.735

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.

F2 · balance_after: Represents DSUs and shares of common stock. DSUs and shares of common stock were previously reported separately, but are reported on a combined basis in this report and will be reported on this combined basis in future reports.

Read SEC document
September 08, 2016 Filed Sep 9, 2016 20:32 UTC
Brown Paul JDirector
GrantCommon Stock 6,367 $0.00 $0.00
Disclosure

SEC source: 0001225208-16-039195 · doc4.xml · nonDerivative · entry 1

Brown Paul J · CIK 0001472591 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,224.031

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.

F2 · balance_after: Represents DSUs and shares of common stock. DSUs and shares of common stock were previously reported separately, but are reported on a combined basis in this report and will be reported on this combined basis in future reports.

Read SEC document
September 08, 2016 Filed Sep 9, 2016 20:32 UTC GrantCommon Stock 9,507 $0.00 $0.00
Disclosure

SEC source: 0001225208-16-039193 · doc4.xml · nonDerivative · entry 1

Archon Angela N · CIK 0001669602 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,507

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 08, 2016 Filed Sep 9, 2016 20:32 UTC GrantCommon Stock 6,367 $0.00 $0.00
Disclosure

SEC source: 0001225208-16-039191 · doc4.xml · nonDerivative · entry 1

Johnson Richard A · CIK 0001480981 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,613.51

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 01, 2016 Filed Sep 6, 2016 20:36 UTC
Macfarlane Gregory JSVP, U.S. Retail Prods & Ops
PurchaseCommon Stock 4,618 $21.65 $99,999.10
Disclosure

SEC source: 0001225208-16-038841 · doc4.xml · nonDerivative · entry 1

Macfarlane Gregory J · CIK 0001393959 · SVP, U.S. Retail Prods & Ops

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 121,707.176

F1 · price: The price used is a weighted average of prices within the range of $21.654 to $21.658. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.