Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| H&R BLOCK INCHRB · Entity 533 | Director | November 03, 2023 | November 07, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
H&R BLOCK INC
Report date November 03, 2023 · Filed November 07, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,187.072 |
Reported balance
After 2023-11-03 transaction · row 1
1 source rowRow 1 · 2023-11-03 · Grant · Acquired 4,540 · Balance 28,187.072 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 03, 2023 Filed Nov 7, 2023 21:38 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 4,540 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010051 · doc4.xml · nonDerivative · entry 1 Piazza Yolande G · CIK 0001824253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,187.072 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 |
| November 04, 2022 Filed Nov 8, 2022 21:33 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 4,679 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-011443 · doc4.xml · nonDerivative · entry 1 Piazza Yolande G · CIK 0001824253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,897.472 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director. Read SEC document |
| September 09, 2021 Filed Sep 10, 2021 20:34 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 6,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-012262 · doc4.xml · nonDerivative · entry 1 Piazza Yolande G · CIK 0001824253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,398.459 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director. Read SEC document |
| September 10, 2020 Filed Sep 14, 2020 20:38 UTC | H&R BLOCK INC HRB · Entity 533 | 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.