Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| H&R BLOCK INCHRB · Entity 533 | Director | September 10, 2020 | September 14, 2020 |
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 10, 2020 · Filed September 14, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 101,263.955 |
Reported balance
After 2020-09-10 transaction · row 1
1 source rowRow 1 · 2020-09-10 · Grant · Acquired 10,053 · Balance 101,263.955 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 |
|---|---|---|---|---|---|---|
| September 10, 2020 Filed Sep 14, 2020 20:39 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 10,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-011492 · doc4.xml · nonDerivative · entry 1 ROHDE BRUCE · CIK 0001185084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,263.955 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: 0001225208-19-012546 · doc4.xml · nonDerivative · entry 1 ROHDE BRUCE · CIK 0001185084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,791.226 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 | H&R BLOCK INC HRB · Entity 533 | 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 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: 0001225208-17-015066 · 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 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: 0001225208-16-039199 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.