Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| H&R BLOCK INCHRB · Entity 533 | Pres., Global Consumer Tax & S | September 07, 2022 | September 09, 2022 |
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 September 07, 2022 · Filed September 09, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 89,732.706 |
Reported balance
After 2022-09-07 transaction · row 1
1 source rowRow 1 · 2022-09-07 · Sale · Disposed 50,000 · Balance 89,732.706 |
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 |
|---|---|---|---|---|---|---|
| September 07, 2022 Filed Sep 9, 2022 20:32 UTC | H&R BLOCK INC HRB · Entity 533 | SaleCommon Stock | 50,000 | $45.00 | $2,250,000.00 |
DisclosureSEC source: 0001225208-22-010211 · 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: 89,732.706 Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 20:33 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 3,248 | $45.00 | $146,160.00 |
DisclosureSEC source: 0001225208-22-009968 · 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: 136,621.706 Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 20:33 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 10,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-009968 · 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: 139,869.706 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal intallments by beginning on the first anniversary of the grant date. Read SEC document |
| August 31, 2022 Filed Sep 8, 2022 22:02 UTC Amendment | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 13,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-010184 · doc4a.xml · nonDerivative · entry 1 Orosco Karen A · CIK 0001739560 · Pres., Global Consumer Tax & S 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,980.706 F1 · shares: This amendment is being filed to correct the amount of reported securities, which was understated due to an administrative oversight. Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal intallments beginning on the first anniversary of the grant date. Read SEC document |
| August 12, 2022 Filed Aug 15, 2022 21:09 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 20,000 | $35.32 | $706,400.00 |
DisclosureSEC source: 0001225208-22-009528 · 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: 129,757.706 Read SEC document |
| August 11, 2022 Filed Aug 15, 2022 21:09 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 44,198 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-009528 · 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: 149,757.706 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 01, 2022 Filed Jul 6, 2022 16:54 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 30 | $36.77 | $1,103.10 |
DisclosureSEC source: 0001225208-22-008576 · 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: 105,559.706 Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 15:55 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 3,840 | $35.32 | $135,628.80 |
DisclosureSEC source: 0001225208-22-008351 · 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: 105,322.08 Read SEC document |
| August 31, 2021 Filed Sep 1, 2021 20:57 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 20,696 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-011917 · 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: 108,044.306 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 |
| July 16, 2021 Filed Jul 19, 2021 20:34 UTC | H&R BLOCK INC HRB · Entity 533 | 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 | H&R BLOCK INC HRB · Entity 533 | 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 02, 2021 Filed Jul 6, 2021 20:26 UTC | H&R BLOCK INC HRB · Entity 533 | 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 |
| June 30, 2021 Filed Jul 1, 2021 20:37 UTC | H&R BLOCK INC HRB · Entity 533 | 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 |
| July 28, 2020 Filed Jul 29, 2020 20:48 UTC | H&R BLOCK INC HRB · Entity 533 | 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 27, 2020 Filed Jul 29, 2020 20:48 UTC | H&R BLOCK INC HRB · Entity 533 | 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 02, 2020 Filed Jul 9, 2020 22:26 UTC | H&R BLOCK INC HRB · Entity 533 | 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 |
| June 30, 2020 Filed Jul 2, 2020 01:34 UTC | H&R BLOCK INC HRB · Entity 533 | 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 | H&R BLOCK INC HRB · Entity 533 | 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 |
| July 19, 2019 Filed Jul 22, 2019 20:44 UTC | H&R BLOCK INC HRB · Entity 533 | 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 18, 2019 Filed Jul 22, 2019 20:44 UTC | H&R BLOCK INC HRB · Entity 533 | 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 02, 2019 Filed Jul 3, 2019 20:21 UTC | H&R BLOCK INC HRB · Entity 533 | 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 |
| June 30, 2019 Filed Jul 1, 2019 20:48 UTC | H&R BLOCK INC HRB · Entity 533 | 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 28, 2019 Filed Jul 1, 2019 20:48 UTC | H&R BLOCK INC HRB · Entity 533 | 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 |
| July 20, 2018 Filed Jul 23, 2018 20:32 UTC | H&R BLOCK INC HRB · Entity 533 | 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 20:32 UTC | H&R BLOCK INC HRB · Entity 533 | 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 | H&R BLOCK INC HRB · Entity 533 | 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 |
| June 30, 2018 Filed Jul 3, 2018 20:33 UTC | H&R BLOCK INC HRB · Entity 533 | 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 29, 2018 Filed Jul 3, 2018 20:33 UTC | H&R BLOCK INC HRB · Entity 533 | 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.