Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADVANCE AUTO PARTS INCAAP · Entity 4323 | Director | October 24, 2025 | October 27, 2025 |
| H&R BLOCK INCHRB · Entity 533 | Director · President & CEO | November 19, 2025 | November 20, 2025 |
| LEVI STRAUSS & COLEVI · Entity 3651 | Director | August 05, 2026 | August 07, 2026 |
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.
ADVANCE AUTO PARTS INC
Report date October 24, 2025 · Filed October 27, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,453.417 |
Reported balance
After 2025-10-24 transaction · row 1
1 source rowRow 1 · 2025-10-24 · Grant · Acquired 63.081 · Balance 15,453.417 F1: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives |
Filing footnotes · ownership attribution and instrument terms
F1: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives
H&R BLOCK INC
Report date November 19, 2025 · Filed November 20, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 861,312.842 |
Ending reported balance
After 2025-11-19 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-11-19 · Exercise / conversion · Acquired 128,818 · Balance 1,035,130.842 Row 2 · 2025-11-19 · Gift · Disposed 45,000 · Balance 990,130.842 F1: Reflects a gift of common stock to a charitable donor advised fund. Row 3 · 2025-11-19 · Sale · Disposed 128,818 · Balance 861,312.842 F2: The price used is a weighted average of prices within the range of $44.500 to $44.850. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $29.73 · Expires 2027-08-21 | Direct | 0 |
Reported balance
After 2025-11-19 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-11-19 · Exercise / conversion · Disposed 128,818 · Balance 0 F3: The options vested in three equal annual installments beginning on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a gift of common stock to a charitable donor advised fund.
F2: The price used is a weighted average of prices within the range of $44.500 to $44.850. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder.
F3: The options vested in three equal annual installments beginning on the first anniversary of the grant date.
LEVI STRAUSS & CO
Report date August 05, 2026 · Filed August 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 10,590 |
Reported balance
After 2026-08-05 transaction · row 1
1 source rowRow 1 · 2026-08-05 · Grant · Acquired 67 · Balance 10,590 F1: Represents dividend equivalent rights (DERs), each of which represents a contingent right to receive one share of the issuer's Class A Common Stock upon settlement. The DERs vest and are delivered consistent with the underlying awards to which they relate. Unvested awards and the related DERs vest as to 100% of the shares on the earlier of the day before the next Annual Stockholder Meeting or the first anniversary of the date of grant of the underlying award. Certain underlying awards are fully vested and are subject to a deferred delivery feature, these same terms apply to the related DERs. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividend equivalent rights (DERs), each of which represents a contingent right to receive one share of the issuer's Class A Common Stock upon settlement. The DERs vest and are delivered consistent with the underlying awards to which they relate. Unvested awards and the related DERs vest as to 100% of the shares on the earlier of the day before the next Annual Stockholder Meeting or the first anniversary of the date of grant of the underlying award. Certain underlying awards are fully vested and are subject to a deferred delivery feature, these same terms apply to the related DERs.
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 05, 2026 Filed Aug 7, 2026 20:19 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | GrantClass A Common Stock | 67 | $0.00 | $0.00 |
DisclosureSEC source: 0001999371-26-017419 · jjones-form4_080526.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,590 F1 · shares: Represents dividend equivalent rights (DERs), each of which represents a contingent right to receive one share of the issuer's Class A Common Stock upon settlement. The DERs vest and are delivered consistent with the underlying awards to which they relate. Unvested awards and the related DERs vest as to 100% of the shares on the earlier of the day before the next Annual Stockholder Meeting or the first anniversary of the date of grant of the underlying award. Certain underlying awards are fully vested and are subject to a deferred delivery feature, these same terms apply to the related DERs. Read SEC document |
| May 06, 2026 Filed May 8, 2026 22:10 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | GrantClass A Common Stock | 62 | $0.00 | $0.00 |
DisclosureSEC source: 0001999371-26-010376 · jones-form4_050826.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,523 F1 · shares: Represents dividend equivalent rights (DERs), each of which represents a contingent right to receive one share of the issuer's Class A Common Stock upon settlement. The DERs vest and are delivered consistent with the underlying awards to which they relate. Unvested awards and the related DERs vest as to 100% of the shares on the earlier of the day before the next Annual Stockholder Meeting or the first anniversary of the date of grant of the underlying award. Certain underlying awards are fully vested and are subject to a deferred delivery feature, these same terms apply to the related DERs Read SEC document |
| April 22, 2026 Filed Apr 24, 2026 20:39 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | GrantClass A Common Stock | 8,381 | $0.00 | $0.00 |
DisclosureSEC source: 0001999371-26-009023 · jones-form4_042426.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,461 F1 · shares: Represents the acquisition of restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of the issuer's Class A Common Stock upon settlement. The RSUs will vest in full the earlier of the day before the next annual stockholder meeting or the first anniversary of the grant date. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 21:53 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | GrantClass A Common Stock | 13 | $0.00 | $0.00 |
DisclosureSEC source: 0001999371-26-004627 · ownership.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,080 F1 · shares: Represents dividend equivalent rights (DERs), each of which represents a contingent right to receive one share of the issuer's Class A Common Stock upon settlement. The awards and related DERs vest as to 100% of the shares on the earlier of the day before the next Annual Stockholder Meeting or the first anniversary of the date of grant of the underlying award. The underlying awards are subject to a deferred delivery feature, the same terms apply to the related DERs. Read SEC document |
| January 21, 2026 Filed Jan 23, 2026 21:07 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | GrantClass A Common Stock | 2,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001999371-26-001540 · jones-form4_012126.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,067 F1 · kind: The shares are represented by restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs shall vest as to 100% of the shares on the earlier of the day before the next Annual Stockholder Meeting or the first anniversary of the date of grant. All RSUs are subject to a deferral delivery feature. Read SEC document |
| November 19, 2025 Filed Nov 20, 2025 21:33 UTC | H&R BLOCK INC HRB · Entity 533 | Exercise / conversionStock Option (Right to Buy) · Derivative | 128,818 | $0.00 Strike: $29.73 | $0.00 |
DisclosureSEC source: 0001225208-25-009313 · doc4.xml · derivative · entry 4 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 128,818 shares Expires 2027-08-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The options vested in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| November 19, 2025 Filed Nov 20, 2025 21:33 UTC | H&R BLOCK INC HRB · Entity 533 | SaleCommon Stock | 128,818 | $44.54 | $5,738,120.52 |
DisclosureSEC source: 0001225208-25-009313 · doc4.xml · nonDerivative · entry 3 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 861,312.842 F2 · price: The price used is a weighted average of prices within the range of $44.500 to $44.850. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
| November 19, 2025 Filed Nov 20, 2025 21:33 UTC | H&R BLOCK INC HRB · Entity 533 | GiftCommon Stock | 45,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009313 · doc4.xml · nonDerivative · entry 2 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 990,130.842 F1 · price: Reflects a gift of common stock to a charitable donor advised fund. Read SEC document |
| November 19, 2025 Filed Nov 20, 2025 21:33 UTC | H&R BLOCK INC HRB · Entity 533 | Exercise / conversionCommon Stock | 128,818 | $29.73 | $3,829,759.14 |
DisclosureSEC source: 0001225208-25-009313 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,035,130.842 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 12, 2025 Filed Nov 14, 2025 21:31 UTC | H&R BLOCK INC HRB · Entity 533 | Exercise / conversionStock Option (Right to Buy) · Derivative | 145,087 | $0.00 Strike: $29.73 | $0.00 |
DisclosureSEC source: 0001225208-25-009180 · doc4.xml · derivative · entry 3 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,818 Underlying: Common Stock · 145,087 shares Expires 2027-08-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The options vested in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| November 12, 2025 Filed Nov 14, 2025 21:31 UTC | H&R BLOCK INC HRB · Entity 533 | SaleCommon Stock | 176,449 | $46.46 | $8,198,173.44 |
DisclosureSEC source: 0001225208-25-009180 · doc4.xml · nonDerivative · entry 2 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 906,312.842 F1 · price: The price used is a weighted average of prices within the range of $46.000 to $47.020. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
| November 12, 2025 Filed Nov 14, 2025 21:31 UTC | H&R BLOCK INC HRB · Entity 533 | Exercise / conversionCommon Stock | 145,087 | $29.73 | $4,313,436.51 |
DisclosureSEC source: 0001225208-25-009180 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,082,761.842 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 24, 2025 Filed Oct 27, 2025 21:22 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 63.081 | $54.56 | $3,441.70 |
DisclosureSEC source: 0001628280-25-046496 · wk-form4_1761600128.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,453.417 F1 · shares: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives Read SEC document |
| August 31, 2025 Filed Sep 3, 2025 20:31 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 70,257 | $50.35 | $3,537,439.95 |
DisclosureSEC source: 0001225208-25-007719 · doc4.xml · nonDerivative · entry 2 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 935,279.431 Read SEC document |
| August 31, 2025 Filed Sep 3, 2025 20:31 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 57,697 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-007719 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,005,536.431 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 |
| August 13, 2025 Filed Aug 15, 2025 20:36 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 101,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-007297 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 947,839.431 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, which remain subject to the executive's continued service through August 31, 2025. Read SEC document |
| July 25, 2025 Filed Jul 29, 2025 20:12 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 58.403 | $58.68 | $3,427.09 |
DisclosureSEC source: 0001158449-25-000250 · wk-form4_1753819948.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,390.336 F1 · shares: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
| May 27, 2025 Filed May 29, 2025 20:22 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 3,326.613 | $49.60 | $165,000.00 |
DisclosureSEC source: 0001158449-25-000197 · wk-form4_1748550127.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,331.933 F1 · shares: These deferred stock units, which will be converted to shares of issuer common stock at the time of distribution, were awarded under the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. These shares will vest on May 27, 2026 and will be distributed on a pro-rata basis if board service ends prior to the vesting date. Otherwise, these shares will be distributed to the reporting person at the end of the director's board service. Read SEC document |
| April 25, 2025 Filed Apr 30, 2025 00:39 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 78.341 | $32.88 | $2,575.85 |
DisclosureSEC source: 0001158449-25-000161 · wk-form4_1745973560.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,005.32 F1 · shares: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
| April 16, 2025 Filed Apr 18, 2025 20:32 UTC | H&R BLOCK INC HRB · Entity 533 | SaleCommon Stock | 53,810 | $63.28 | $3,405,096.80 |
DisclosureSEC source: 0001225208-25-004294 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 844,790.389 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted on November 11, 2024. F2 · price: The price is a weighted average of prices within the range of $63.000 to $63.920. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
| January 24, 2025 Filed Jan 28, 2025 21:36 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 52.903 | $48.44 | $2,562.62 |
DisclosureSEC source: 0001158449-25-000031 · wk-form4_1738100204.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,926.979 F1 · shares: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
| October 25, 2024 Filed Oct 29, 2024 20:33 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | PurchaseCommon Stock | 69.279 | $36.74 | $2,545.31 |
DisclosureSEC source: 0001158449-24-000213 · wk-form4_1730233977.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,874.076 F1 · shares: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
| September 03, 2024 Filed Sep 4, 2024 20:28 UTC | H&R BLOCK INC HRB · Entity 533 | SaleCommon Stock | 9,722 | $63.07 | $613,166.54 |
DisclosureSEC source: 0001225208-24-008449 · doc4.xml · nonDerivative · entry 3 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 893,169.227 F2 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted on November 14, 2023. Read SEC document |
| August 31, 2024 Filed Sep 4, 2024 20:28 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 175,304 | $63.31 | $11,098,496.24 |
DisclosureSEC source: 0001225208-24-008449 · doc4.xml · nonDerivative · entry 2 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 902,891.227 Read SEC document |
| August 31, 2024 Filed Sep 4, 2024 20:28 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 45,886 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-008449 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,078,195.227 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 |
| August 14, 2024 Filed Aug 16, 2024 20:33 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 148,088.711 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-008049 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 862,366.938 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, which remain subject to the executive's continued service through August 31, 2024. Read SEC document |
| August 14, 2024 Filed Sep 4, 2024 20:15 UTC Amendment | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 318,031 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-008433 · doc4a.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,032,309.227 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, which remain subject to the executive's continued service through August 31, 2024. F2 · shares: On August 16, 2024, the reporting person filed a Form 4 to report the vesting of common stock underlying previously awarded performance share units ("PSUs"), which inadvertently reported the incremental number of shares of common stock awarded under the PSUs above target level performance, rather than the total number of shares of common stock awarded under the PSUs. This amendment is being filed to reflect the total number of shares of common stock awarded pursuant to the PSUs. Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 21:48 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 41.719 | $60.76 | $2,534.85 |
DisclosureSEC source: 0001158449-24-000182 · wk-form4_1722289689.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,804.797 F1 · shares: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
| July 01, 2024 Filed Jul 1, 2024 20:55 UTC | H&R BLOCK INC HRB · Entity 533 | SaleCommon Stock | 44,975 | $54.55 | $2,453,197.36 |
DisclosureSEC source: 0001225208-24-007109 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 712,385.705 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted on November 14, 2023. F2 · price: The price is a weighted average of prices within the range of $54.225 to $54.930. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
| June 04, 2024 Filed Jun 5, 2024 20:36 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 2,530.287 | $65.21 | $165,000.02 |
DisclosureSEC source: 0001158449-24-000150 · wk-form4_1717619755.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,763.078 F1 · shares: These deferred stock units, which will be converted to shares of issuer common stock at the time of distribution, were awarded under the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. These shares will vest on June 4, 2025 and will be distributed on a pro-rata basis if board service ends prior to the vesting date. Otherwise, these shares will be distributed to the reporting person at the end of the director's board service. Read SEC document |
| April 26, 2024 Filed Apr 30, 2024 21:43 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 25.233 | $75.14 | $1,896.01 |
DisclosureSEC source: 0001158449-24-000106 · wk-form4_1714513385.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,232.791 F1 · shares: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
| February 23, 2024 Filed Feb 23, 2024 22:30 UTC | H&R BLOCK INC HRB · Entity 533 | SaleCommon Stock | 85,921 | $49.21 | $4,228,593.42 |
DisclosureSEC source: 0001225208-24-002847 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 755,359.225 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted on November 14, 2023. F2 · price: The price is a weighted average of prices within the range of $48.020 to $49.790. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 21:31 UTC | H&R BLOCK INC HRB · Entity 533 | SaleCommon Stock | 14,938 | $48.02 | $717,352.64 |
DisclosureSEC source: 0001225208-24-002442 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 841,280.225 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted on November 14, 2023. F2 · price: The price is a weighted average of prices within the range of $48.000 to $48.120. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
| January 26, 2024 Filed Jan 29, 2024 22:24 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 28.511 | $66.25 | $1,888.85 |
DisclosureSEC source: 0001158449-24-000017 · wk-form4_1706567079.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,207.558 Read SEC document |
| October 27, 2023 Filed Oct 31, 2023 20:25 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 37.664 | $49.90 | $1,879.43 |
DisclosureSEC source: 0001158449-23-000231 · wk-form4_1698783899.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,179.047 Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 20:33 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 21,691 | $39.98 | $867,206.18 |
DisclosureSEC source: 0001225208-23-008683 · doc4.xml · nonDerivative · entry 2 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 851,739.569 Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 20:33 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 61,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-008683 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 873,430.569 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrctions lapse in three equal installments beginning on the first anniversary of the grant date. Read SEC document |
| August 16, 2023 Filed Aug 17, 2023 00:31 UTC | H&R BLOCK INC HRB · Entity 533 | SaleCommon Stock | 91,192 | $38.00 | $3,465,296.00 |
DisclosureSEC source: 0001225208-23-008289 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 812,149.569 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted on November 11, 2022. Read SEC document |
| July 28, 2023 Filed Aug 2, 2023 00:34 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 25.98 | $73.17 | $1,900.96 |
DisclosureSEC source: 0001158449-23-000193 · wk-form4_1690936436.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,141.383 F1 · shares: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
| July 19, 2023 Filed Jul 21, 2023 20:32 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 262,606 | $33.61 | $8,826,187.66 |
DisclosureSEC source: 0001225208-23-007624 · doc4.xml · nonDerivative · entry 2 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 903,341.569 Read SEC document |
| July 19, 2023 Filed Jul 21, 2023 20:32 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 579,702 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-007624 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,165,947.569 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 07, 2023 Filed Jul 10, 2023 20:34 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 123 | $31.10 | $3,825.30 |
DisclosureSEC source: 0001225208-23-007431 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 586,244.931 Read SEC document |
| June 30, 2023 Filed Jul 3, 2023 20:31 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 13,053 | $31.87 | $415,999.11 |
DisclosureSEC source: 0001225208-23-007130 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 583,474.828 Read SEC document |
| June 12, 2023 Filed Jun 14, 2023 22:09 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 2,466.736 | $66.89 | $164,999.97 |
DisclosureSEC source: 0001158449-23-000176 · wk-form4_1686780535.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,115.403 F1 · shares: These deferred stock units, which will be converted to shares of issuer common stock at the time of distribution, were awarded under the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. These shares will vest on June 12, 2024 and will be distributed on a pro-rata basis if board service ends prior to the vesting date. Otherwise, these shares will be distributed to the reporting person at the end of the director's board service. Read SEC document |
| June 07, 2023 Filed Jun 9, 2023 20:24 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | PurchaseCommon Stock | 1,525 | $65.94 | $100,558.50 |
DisclosureSEC source: 0001158449-23-000148 · wk-form4_1686342232.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,648.667 Read SEC document |
| April 28, 2023 Filed May 2, 2023 21:07 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 59.337 | $125.53 | $7,448.57 |
DisclosureSEC source: 0001158449-23-000123 · wf-form4_168306163789367.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,123.667 F1 · shares: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 22:09 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 48.671 | $151.54 | $7,375.60 |
DisclosureSEC source: 0001158449-23-000014 · wf-form4_167295657960990.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,064.33 F1 · shares: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
| December 14, 2022 Filed Dec 15, 2022 22:31 UTC | H&R BLOCK INC HRB · Entity 533 | SaleCommon Stock | 66,000 | $42.07 | $2,776,620.00 |
DisclosureSEC source: 0001225208-22-012849 · doc4.xml · nonDerivative · entry 2 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 591,977.343 F1 · shares: This transaction was effected pursuant to a 10b5-1 plan previously entered into by the reporting person. F3 · price: The price is a weighted average of prices within the range of $42.000 to $42.170. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
| December 13, 2022 Filed Dec 15, 2022 22:31 UTC | H&R BLOCK INC HRB · Entity 533 | SaleCommon Stock | 18,009 | $42.11 | $758,423.82 |
DisclosureSEC source: 0001225208-22-012849 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 657,977.343 F1 · shares: This transaction was effected pursuant to a 10b5-1 plan previously entered into by the reporting person. F2 · price: The price is a weighted average of prices within the range of $42.000 to $42.285. 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 30, 2022 Filed Oct 4, 2022 21:26 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 46.729 | $156.34 | $7,305.61 |
DisclosureSEC source: 0001158449-22-000251 · wf-form4_166491875654360.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,015.659 F1 · shares: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. 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.