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 31, 2022 Filed Sep 2, 2022 20:32 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 13,861 | $45.00 | $623,745.00 |
DisclosureSEC source: 0001225208-22-009966 · doc4.xml · nonDerivative · entry 2 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 674,008.518 Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 20:32 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 48,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-009966 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 687,869.518 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 12, 2022 Filed Aug 15, 2022 21:11 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 100,881 | $35.32 | $3,563,116.92 |
DisclosureSEC source: 0001225208-22-009530 · doc4.xml · nonDerivative · entry 2 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 639,646.518 Read SEC document |
| August 11, 2022 Filed Aug 15, 2022 21:11 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 220,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-009530 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 740,527.518 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 5, 2022 20:54 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 41.71 | $173.64 | $7,242.52 |
DisclosureSEC source: 0001158449-22-000216 · wf-form4_165705445027852.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,968.93 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, 2022 Filed Jul 6, 2022 16:54 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 146 | $36.77 | $5,368.42 |
DisclosureSEC source: 0001225208-22-008574 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 519,541.518 Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 15:55 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 19,351 | $35.32 | $683,477.32 |
DisclosureSEC source: 0001225208-22-008349 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 517,234.947 Read SEC document |
| May 30, 2022 Filed Jun 1, 2022 21:51 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 854.7 | $193.05 | $164,999.84 |
DisclosureSEC source: 0001158449-22-000191 · wf-form4_165412027796985.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,927.22 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 30, 2023 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 01, 2022 Filed Apr 5, 2022 22:13 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 28.524 | $207.48 | $5,918.16 |
DisclosureSEC source: 0001158449-22-000152 · wf-form4_164919680543836.xml · nonDerivative · entry 2 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,072.52 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, 2022 Filed Jan 5, 2022 16:55 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 16.592 | $236.79 | $3,928.82 |
DisclosureSEC source: 0001158449-22-000015 · wf-form4_164140170809946.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,040.608 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 01, 2021 Filed Oct 4, 2021 22:11 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 18.798 | $208.00 | $3,909.98 |
DisclosureSEC source: 0001158449-21-000195 · wf-form4_163338548413729.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,024.016 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, 2021 Filed Sep 1, 2021 20:57 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 87,557 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-011915 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 526,329.907 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 20:33 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 86,997 | $23.48 | $2,042,689.56 |
DisclosureSEC source: 0001225208-21-010760 · doc4.xml · nonDerivative · entry 2 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 438,772.907 Read SEC document |
| July 16, 2021 Filed Jul 19, 2021 20:33 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 196,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-010760 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 525,769.907 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 | 299 | $23.78 | $7,110.22 |
DisclosureSEC source: 0001225208-21-010294 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329,612.907 Read SEC document |
| July 02, 2021 Filed Jul 6, 2021 20:52 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 11.783 | $211.05 | $2,486.80 |
DisclosureSEC source: 0001158449-21-000156 · wf-form4_162560471801457.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,005.218 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 |
| June 30, 2021 Filed Jul 1, 2021 20:36 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 26,788 | $23.48 | $628,982.24 |
DisclosureSEC source: 0001225208-21-009958 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,754.734 Read SEC document |
| May 27, 2021 Filed May 28, 2021 19:16 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 583.121 | $188.64 | $109,999.95 |
DisclosureSEC source: 0001158449-21-000108 · wf-form4_162222938511818.xml · nonDerivative · entry 2 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,993.435 F2 · shares: These shares of issuer common stock were acquired by the reporting person in lieu of cash compensation under the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and SelectedExecutives. Read SEC document |
| May 27, 2021 Filed May 28, 2021 19:16 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 821.671 | $188.64 | $155,000.02 |
DisclosureSEC source: 0001158449-21-000108 · wf-form4_162222938511818.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,305.043 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, 2022 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 |
| May 03, 2021 Filed May 6, 2021 00:13 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 105.271 | $201.86 | $21,250.00 |
DisclosureSEC source: 0001158449-21-000095 · wf-form4_162026000256937.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,593.643 F1 · shares: These shares of issuer common stock were acquired by the reporting person in lieu of cash compensation under the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
| April 05, 2021 Filed Apr 5, 2022 22:13 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 3.388 | $183.23 | $620.78 |
DisclosureSEC source: 0001158449-22-000152 · wf-form4_164919680543836.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,043.996 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 04, 2021 Filed Jan 6, 2021 22:31 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 3.939 | $157.36 | $619.84 |
DisclosureSEC source: 0001158449-21-000010 · wf-form4_160997227845631.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,483.372 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 21, 2020 Filed Dec 22, 2020 21:33 UTC | H&R BLOCK INC HRB · Entity 533 | PurchaseCommon Stock | 3,310 | $15.05 | $49,812.19 |
DisclosureSEC source: 0001225208-20-015005 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 346,096.952 Read SEC document |
| October 02, 2020 Filed Oct 6, 2020 17:49 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 4.37 | $155.50 | $679.54 |
DisclosureSEC source: 0001158449-20-000239 · wf-form4_160200653628054.xml · nonDerivative · entry 8 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,479.433 F4 · 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. F2 · balance_after: Amounts include securities reported on this form as well as additional securities acquired between the dates of the transactions reported on this form and the filing date of this form. Read SEC document |
| September 03, 2020 Filed Sep 8, 2020 20:32 UTC | H&R BLOCK INC HRB · Entity 533 | PurchaseCommon Stock | 13,150 | $15.04 | $197,762.85 |
DisclosureSEC source: 0001225208-20-011360 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338,151.88 Read SEC document |
| August 21, 2020 Filed Aug 24, 2020 20:32 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 2,428 | $14.62 | $35,497.36 |
DisclosureSEC source: 0001225208-20-010898 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325,001.88 F1 · shares: Represents shares withheld by the Issuer to satisfy certain tax withholding obligations related to the vesting of restricted share units ("RSUs") that were granted to the Reporting Person on August 21, 2017. One-third of the RSUs vested pursuant to the previously disclosed vesting schedule, but vested shares will not be distributed to the Reporting Person until after termination of employment. However, pursuant to the award agreement, at the time of each respective vesting date, a sufficient number of RSUs are settled and withheld to pay certain required FICA and other tax withholding obligations. Read SEC document |
| July 28, 2020 Filed Jul 29, 2020 20:50 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 8,708 | $14.28 | $124,350.24 |
DisclosureSEC source: 0001225208-20-010044 · doc4.xml · nonDerivative · entry 2 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,429.88 Read SEC document |
| July 27, 2020 Filed Jul 29, 2020 20:50 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 18,902 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010044 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,137.88 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 06, 2020 Filed Jul 8, 2020 14:40 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 4.009 | $138.96 | $557.09 |
DisclosureSEC source: 0001158449-20-000187 · wf-form4_159421920449528.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,232.313 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 06, 2020 Filed Oct 6, 2020 17:49 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 0.44 | $138.96 | $61.14 |
DisclosureSEC source: 0001158449-20-000239 · wf-form4_160200653628054.xml · nonDerivative · entry 7 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,475.063 F3 · date: 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. Due to administrative error, they were not credited to the reporting person until October 6, 2020. F3 · 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. Due to administrative error, they were not credited to the reporting person until October 6, 2020. F2 · balance_after: Amounts include securities reported on this form as well as additional securities acquired between the dates of the transactions reported on this form and the filing date of this form. Read SEC document |
| July 02, 2020 Filed Jul 9, 2020 22:27 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 226 | $14.00 | $3,164.00 |
DisclosureSEC source: 0001225208-20-009704 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317,235.88 Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 01:34 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 18,969 | $14.28 | $270,877.32 |
DisclosureSEC source: 0001225208-20-009328 · doc4.xml · nonDerivative · entry 2 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 313,323.17 Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 01:34 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 77,031 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-009328 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 332,292.17 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 |
| May 15, 2020 Filed May 19, 2020 19:37 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 1,229.573 | $126.06 | $154,999.97 |
DisclosureSEC source: 0001158449-20-000144 · wf-form4_158991701463283.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,228.304 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 3, 2021 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 03, 2020 Filed Apr 6, 2020 19:37 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 2.941 | $84.65 | $248.96 |
DisclosureSEC source: 0001158449-20-000095 · wf-form4_158620180825471.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 998.731 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 03, 2020 Filed Oct 6, 2020 17:49 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 0.71 | $84.65 | $60.10 |
DisclosureSEC source: 0001158449-20-000239 · wf-form4_160200653628054.xml · nonDerivative · entry 6 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,474.623 F3 · date: 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. Due to administrative error, they were not credited to the reporting person until October 6, 2020. F3 · 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. Due to administrative error, they were not credited to the reporting person until October 6, 2020. F2 · balance_after: Amounts include securities reported on this form as well as additional securities acquired between the dates of the transactions reported on this form and the filing date of this form. Read SEC document |
| January 03, 2020 Filed Jan 7, 2020 19:56 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 0.375 | $159.42 | $59.78 |
DisclosureSEC source: 0001158449-20-000013 · wf-form4_157842697744576.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 995.79 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, 2020 Filed Oct 6, 2020 17:49 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 0.09 | $159.42 | $14.35 |
DisclosureSEC source: 0001158449-20-000239 · wf-form4_160200653628054.xml · nonDerivative · entry 5 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,473.913 F3 · date: 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. Due to administrative error, they were not credited to the reporting person until October 6, 2020. F3 · 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. Due to administrative error, they were not credited to the reporting person until October 6, 2020. F2 · balance_after: Amounts include securities reported on this form as well as additional securities acquired between the dates of the transactions reported on this form and the filing date of this form. Read SEC document |
| October 04, 2019 Filed Oct 7, 2019 19:25 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 0.373 | $159.94 | $59.66 |
DisclosureSEC source: 0001158449-19-000178 · wf-form4_157047629865936.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 995.415 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 04, 2019 Filed Oct 6, 2020 17:49 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 0.09 | $159.94 | $14.39 |
DisclosureSEC source: 0001158449-20-000239 · wf-form4_160200653628054.xml · nonDerivative · entry 4 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,473.823 F3 · date: 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. Due to administrative error, they were not credited to the reporting person until October 6, 2020. F3 · 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. Due to administrative error, they were not credited to the reporting person until October 6, 2020. F2 · balance_after: Amounts include securities reported on this form as well as additional securities acquired between the dates of the transactions reported on this form and the filing date of this form. Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 20:32 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 2,166 | $27.05 | $58,590.30 |
DisclosureSEC source: 0001225208-19-011845 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,821.738 F1 · shares: Represents shares withheld by the Issuer to satisfy certain tax withholding obligations related to the vesting of restricted share units ("RSUs") that were granted to the Reporting Person on August 21, 2017. One-third of the RSUs vested pursuant to the previously disclosed vesting schedule, but vested shares will not be distributed to the Reporting Person until after termination of employment. However, pursuant to the award agreement, at the time of each respective vesting date, a sufficient number of RSUs are settled and withheld to pay certain required FICA and other tax withholding obligations. Read SEC document |
| July 05, 2019 Filed Jul 9, 2019 19:08 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 0.372 | $160.62 | $59.75 |
DisclosureSEC source: 0001158449-19-000142 · wf-form4_156269930361226.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 995.042 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 05, 2019 Filed Oct 6, 2020 17:49 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 0.09 | $160.62 | $14.46 |
DisclosureSEC source: 0001158449-20-000239 · wf-form4_160200653628054.xml · nonDerivative · entry 3 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,473.733 F3 · date: 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. Due to administrative error, they were not credited to the reporting person until October 6, 2020. F3 · 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. Due to administrative error, they were not credited to the reporting person until October 6, 2020. F2 · balance_after: Amounts include securities reported on this form as well as additional securities acquired between the dates of the transactions reported on this form and the filing date of this form. Read SEC document |
| July 02, 2019 Filed Jul 3, 2019 20:21 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 107 | $28.96 | $3,098.72 |
DisclosureSEC source: 0001225208-19-010040 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,987.738 Read SEC document |
| June 30, 2019 Filed Jul 1, 2019 20:49 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 40,048 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009676 · doc4.xml · nonDerivative · entry 2 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,148.323 F1 · shares: Restricted share units ("RSUs") granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions on 37,543 RSUs lapse in three equal installments beginning on the first anniversary of the grant date, and the restrictions on 2,505 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 20:49 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 11,757 | $29.30 | $344,480.10 |
DisclosureSEC source: 0001225208-19-009676 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,100.323 Read SEC document |
| May 15, 2019 Filed May 16, 2019 17:32 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 994.67 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001158449-19-000100 · wf-form4_155802791903266.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 994.67 F1 · price: 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 1, 2020 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 05, 2019 Filed Oct 6, 2020 17:49 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 0.08 | $176.78 | $14.14 |
DisclosureSEC source: 0001158449-20-000239 · wf-form4_160200653628054.xml · nonDerivative · entry 2 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,473.643 F3 · date: 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. Due to administrative error, they were not credited to the reporting person until October 6, 2020. F3 · 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. Due to administrative error, they were not credited to the reporting person until October 6, 2020. F2 · balance_after: Amounts include securities reported on this form as well as additional securities acquired between the dates of the transactions reported on this form and the filing date of this form. Read SEC document |
| March 01, 2019 Filed Oct 6, 2020 17:49 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 241.25 | $160.62 | $38,749.58 |
DisclosureSEC source: 0001158449-20-000239 · wf-form4_160200653628054.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,473.563 F1 · date: Represents deferred stock units, which will be converted to shares of issuer common stock at the time of distribution, awarded under the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives that vested on May 29, 2019 and will be distributed to the reporting person at the end of the director's board service. Due to administrative error, the deferred stock units were not credited to the reporting person until September 28, 2020. F1 · shares: Represents deferred stock units, which will be converted to shares of issuer common stock at the time of distribution, awarded under the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives that vested on May 29, 2019 and will be distributed to the reporting person at the end of the director's board service. Due to administrative error, the deferred stock units were not credited to the reporting person until September 28, 2020. F2 · balance_after: Amounts include securities reported on this form as well as additional securities acquired between the dates of the transactions reported on this form and the filing date of this form. Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 20:32 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 2,014 | $26.73 | $53,834.22 |
DisclosureSEC source: 0001225208-18-012878 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,793.35 F1 · shares: Represents shares withheld by the Issuer to satisfy certain tax withholding obligations related to the vesting of restricted share units ("RSUs") that were granted to the Reporting Person on August 21, 2017. One-third of the RSUs vested pursuant to the previously disclosed vesting schedule, but vested shares will not be distributed to the Reporting Person until after termination of employment. However, pursuant to the award agreement, at the time of each respective vesting date, a sufficient number of RSUs are settled and withheld to pay certain required FICA and other tax withholding obligations. 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.