Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DELAWARE INVESTMENTS DIVIDEND & INCOME FUND, INCDDF · Entity 139863 | Director | January 01, 2019 | January 07, 2019 |
| DELAWARE INVESTMENTS MINNESOTA MUNICIPAL INCOME FUND II, INCVMM · Entity 11985 | Director | January 01, 2019 | January 07, 2019 |
| Delaware Enhanced Global Dividend & Income FundDEX · Entity 125430 | Director | January 01, 2019 | January 07, 2019 |
| Delaware Investments Colorado Municipal Income Fund, Inc.VCF · Entity 11986 | Director | January 01, 2019 | January 07, 2019 |
| Delaware Ivy High Income Opportunities FundIVH · Entity 137113 | Director | April 30, 2021 | July 13, 2021 |
| H&R BLOCK INCHRB · Entity 533 | Director | August 16, 2022 | August 18, 2022 |
| abrdn National Municipal Income FundVFL · Entity 30644 | Director | January 01, 2019 | January 07, 2019 |
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.
DELAWARE INVESTMENTS DIVIDEND & INCOME FUND, INC
Report date January 01, 2019 · Filed January 07, 2019
This filing explicitly reported no securities owned.
DELAWARE INVESTMENTS MINNESOTA MUNICIPAL INCOME FUND II, INC
Report date January 01, 2019 · Filed January 07, 2019
This filing explicitly reported no securities owned.
Delaware Enhanced Global Dividend & Income Fund
Report date January 01, 2019 · Filed January 07, 2019
This filing explicitly reported no securities owned.
Delaware Investments Colorado Municipal Income Fund, Inc.
Report date January 01, 2019 · Filed January 07, 2019
This filing explicitly reported no securities owned.
Delaware Ivy High Income Opportunities Fund
Report date April 30, 2021 · Filed July 13, 2021
This filing explicitly reported no securities owned.
H&R BLOCK INC
Report date August 16, 2022 · Filed August 18, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 0 |
Reported balance
After 2022-08-16 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-08-16 · Sale · Disposed 5,188 · Balance 0 F1: The price used is a weighted average of prices within the range of $46.9600 to $46.9601. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 0 |
Reported balance
After 2022-08-16 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2022-08-16 · Sale · Disposed 7,392 · Balance 0 |
| Common StockSEC Table I · non-derivative | Direct | 121,802.475 |
Reported balance
Holding disclosure · report date 2022-08-16 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 121,802.475 |
Filing footnotes · ownership attribution and instrument terms
F1: The price used is a weighted average of prices within the range of $46.9600 to $46.9601. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder.
abrdn National Municipal Income Fund
Report date January 01, 2019 · Filed January 07, 2019
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| August 16, 2022 Filed Aug 18, 2022 20:41 UTC | H&R BLOCK INC HRB · Entity 533 | SaleCommon Stock | 7,392 | $46.96 | $347,129.06 |
DisclosureSEC source: 0001225208-22-009658 · doc4.xml · nonDerivative · entry 2 Wood Christianna · CIK 0001439573 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 0 Read SEC document |
| August 16, 2022 Filed Aug 18, 2022 20:41 UTC | H&R BLOCK INC HRB · Entity 533 | SaleCommon Stock | 5,188 | $46.96 | $243,629.00 |
DisclosureSEC source: 0001225208-22-009658 · doc4.xml · nonDerivative · entry 1 Wood Christianna · CIK 0001439573 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 0 F1 · price: The price used is a weighted average of prices within the range of $46.9600 to $46.9601. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
| September 09, 2021 Filed Sep 10, 2021 20:35 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 6,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-012265 · doc4.xml · nonDerivative · entry 1 Wood Christianna · CIK 0001439573 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,107.689 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 20:40 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 10,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-011493 · doc4.xml · nonDerivative · entry 1 Wood Christianna · CIK 0001439573 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,466.697 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 | H&R BLOCK INC HRB · Entity 533 | 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 13, 2018 Filed Sep 17, 2018 20:35 UTC | H&R BLOCK INC HRB · Entity 533 | 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 14, 2017 Filed Sep 15, 2017 20:33 UTC | H&R BLOCK INC HRB · Entity 533 | 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 08, 2016 Filed Sep 9, 2016 20:34 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 6,367 | $0.00 | $0.00 |
DisclosureSEC 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.