Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| H&R BLOCK INCHRB · Entity 533 | Gen. Counsel & Chief Admin Off | August 31, 2021 | September 01, 2021 |
| MGP INGREDIENTS INCMGPI · Entity 5779 | Director | May 14, 2026 | May 15, 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.
H&R BLOCK INC
Report date August 31, 2021 · Filed September 01, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 85,481.541 |
Ending reported balance
After 2021-08-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-08-31 · Grant · Acquired 17,512 · Balance 105,481.541 F1: 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. Row 2 · 2021-08-31 · Sale · Disposed 20,000 · Balance 85,481.541 F2: The price used is a weighted average of prices within the range of $25.800 to $25.850. The reporting person will provice full details of the price information reported upon a request from the Commission or any shareholder. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: The price used is a weighted average of prices within the range of $25.800 to $25.850. The reporting person will provice full details of the price information reported upon a request from the Commission or any shareholder.
MGP INGREDIENTS INC
Report date May 14, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,118 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 5,801 · Balance 17,118 F1: Represents an annual award of unrestricted shares of common stock granted by MGP Ingredients, Inc. in connection with the Reporting Person's service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an annual award of unrestricted shares of common stock granted by MGP Ingredients, Inc. in connection with the Reporting Person's service as a director.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Consolidated Communications Holdings, Inc.
Report date December 27, 2024 · Filed January 01, 2025
Section 16 reporting ended · disclosed 2025-01-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-12-27 transaction · row 1
1 source rowRow 1 · 2024-12-27 · Disposition to issuer · Disposed 173,679 · Balance 0 F1: In connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 15, 2023, by and among the Issuer, Condor Holdings LLC and Condor Merger Sub Inc., each share of the Issuer's common stock and each restricted share award held by the Reporting Person were converted into the right to receive an amount in cash equal to $4.70 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 15, 2023, by and among the Issuer, Condor Holdings LLC and Condor Merger Sub Inc., each share of the Issuer's common stock and each restricted share award held by the Reporting Person were converted into the right to receive an amount in cash equal to $4.70 per share.
Tallgrass Energy, LP
Report date April 17, 2020 · Filed April 21, 2020
Section 16 reporting ended · disclosed 2020-04-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A SharesSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2020-04-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-04-17 · Disposition to issuer · Disposed 57,900 · Balance 3,000 F1: The Reporting Person ceased to beneficially own the Class A shares representing limited partner interests ("Class A Shares") in the Issuer reported herein at the Effective Time (as defined below) of the merger (the "Merger") of Prairie Private Acquiror LP, a Delaware limited partnership ("Buyer"), with and into the Issuer, with the Issuer surviving the merger and continuing to exist as a Delaware limited partnership. The Merger was effected pursuant to the Agreement and Plan of Merger, dated as of December 16, 2019 (the "Merger Agreement"), by and among the Issuer, Tallgrass Energy GP, LLC, a Delaware limited liability company, Buyer and Prairie Merger Sub LLC, a Delaware limited liability company and wholly-owned subsidiary of Buyer ("Merger Sub"). The Merger closed and was effective at 7:02 a.m., Central Time, on April 17, 2020 (the "Effective Time"). F2: (Continued from Footnote 1) At the Effective Time, each Class A Share held by the Reporting Person immediately prior to the Merger converted into the right to receive $22.45 per Class A Share in cash without any interest thereon. Row 2 · 2020-04-21 · Disposition to issuer · Disposed 3,000 · Balance 0 F3: On April 17, 2020, as a result of the transaction described in Footnotes 1 and 2, 3,000 equity participation shares in the Issuer ("EPSs") held by the Reporting Person automatically vested. The vested EPSs were settled with the Reporting Person on April 21, 2020 in an amount of cash per EPS equal to $22.45, the price paid per Class A Share under the Merger Agreement, in accordance with the Tallgrass MLP GP, LLC Long-Term Incentive Plan and the award agreement governing such EPSs. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person ceased to beneficially own the Class A shares representing limited partner interests ("Class A Shares") in the Issuer reported herein at the Effective Time (as defined below) of the merger (the "Merger") of Prairie Private Acquiror LP, a Delaware limited partnership ("Buyer"), with and into the Issuer, with the Issuer surviving the merger and continuing to exist as a Delaware limited partnership. The Merger was effected pursuant to the Agreement and Plan of Merger, dated as of December 16, 2019 (the "Merger Agreement"), by and among the Issuer, Tallgrass Energy GP, LLC, a Delaware limited liability company, Buyer and Prairie Merger Sub LLC, a Delaware limited liability company and wholly-owned subsidiary of Buyer ("Merger Sub"). The Merger closed and was effective at 7:02 a.m., Central Time, on April 17, 2020 (the "Effective Time").
F2: (Continued from Footnote 1) At the Effective Time, each Class A Share held by the Reporting Person immediately prior to the Merger converted into the right to receive $22.45 per Class A Share in cash without any interest thereon.
F3: On April 17, 2020, as a result of the transaction described in Footnotes 1 and 2, 3,000 equity participation shares in the Issuer ("EPSs") held by the Reporting Person automatically vested. The vested EPSs were settled with the Reporting Person on April 21, 2020 in an amount of cash per EPS equal to $22.45, the price paid per Class A Share under the Merger Agreement, in accordance with the Tallgrass MLP GP, LLC Long-Term Incentive Plan and the award agreement governing such EPSs.
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 |
|---|---|---|---|---|---|---|
| May 14, 2026 Filed May 15, 2026 20:24 UTC | MGP INGREDIENTS INC MGPI · Entity 5779 | GrantCommon Stock | 5,801 | $0.00 | $0.00 |
DisclosureSEC source: 0000835011-26-000082 · wk-form4_1778876693.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,118 F1 · shares: Represents an annual award of unrestricted shares of common stock granted by MGP Ingredients, Inc. in connection with the Reporting Person's service as a director. Read SEC document |
| May 21, 2025 Filed May 22, 2025 20:27 UTC | MGP INGREDIENTS INC MGPI · Entity 5779 | GrantCommon Stock | 3,281 | $0.00 | $0.00 |
DisclosureSEC source: 0000835011-25-000067 · wk-form4_1747945625.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,317 F1 · shares: Represents an annual award of unrestricted shares of common stock granted by MGP Ingredients, Inc. in connection with the Reporting Person's service as a director. Read SEC document |
| April 03, 2025 Filed Apr 3, 2025 20:23 UTC | MGP INGREDIENTS INC MGPI · Entity 5779 | GrantCommon Stock | 751 | $28.29 | $21,245.79 |
DisclosureSEC source: 0000835011-25-000041 · wk-form4_1743711785.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,036 F1 · shares: Represents an award of unrestricted shares of common stock issued by MGP Ingredients, Inc. in lieu of a cash retainer in connection with the Reporting Person's service as a director. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 12:24 UTC | MGP INGREDIENTS INC MGPI · Entity 5779 | GrantCommon Stock | 539 | $39.37 | $21,220.43 |
DisclosureSEC source: 0000835011-25-000009 · wk-form4_1735907067.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,285 F1 · shares: Represents an award of unrestricted shares of common stock issued by MGP Ingredients, Inc. in lieu of a cash retainer in connection with the Reporting Person's service as a director. Read SEC document |
| December 27, 2024 Filed Jan 1, 2025 02:48 UTC | Consolidated Communications Holdings, Inc. CNSL · Entity 84595 | Disposition to issuerCommon Stock, par value $0.01 per share | 173,679 | $4.70 | $816,291.30 |
DisclosureSEC source: 0001104659-24-132998 · tm2432383-7_4seq1.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: In connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 15, 2023, by and among the Issuer, Condor Holdings LLC and Condor Merger Sub Inc., each share of the Issuer's common stock and each restricted share award held by the Reporting Person were converted into the right to receive an amount in cash equal to $4.70 per share. F1 · price: In connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 15, 2023, by and among the Issuer, Condor Holdings LLC and Condor Merger Sub Inc., each share of the Issuer's common stock and each restricted share award held by the Reporting Person were converted into the right to receive an amount in cash equal to $4.70 per share. Read SEC document |
| October 03, 2024 Filed Oct 4, 2024 21:14 UTC | MGP INGREDIENTS INC MGPI · Entity 5779 | GrantCommon Stock | 254 | $83.35 | $21,170.90 |
DisclosureSEC source: 0001628280-24-042334 · wk-form4_1728076439.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,746 F1 · shares: Represents an award of unrestricted shares of common stock issued by MGP Ingredients, Inc. in lieu of a cash retainer in connection with the Reporting Person's service as a director. Read SEC document |
| July 04, 2024 Filed Jul 8, 2024 21:35 UTC | MGP INGREDIENTS INC MGPI · Entity 5779 | GrantCommon Stock | 293 | $72.41 | $21,216.13 |
DisclosureSEC source: 0001628280-24-031393 · wk-form4_1720474494.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,492 F1 · shares: Represents an award of unrestricted shares of common stock issued by MGP Ingredients, Inc. in lieu of a cash retainer in connection with the Reporting Person's service as a director. Read SEC document |
| May 24, 2024 Filed May 28, 2024 22:10 UTC | MGP INGREDIENTS INC MGPI · Entity 5779 | GrantCommon Stock | 1,183 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-025508 · wk-form4_1716934192.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,199 F1 · shares: Represents an award of unrestricted shares of common stock issued by MGP Ingredients, Inc. in lieu of a cash retainer in connection with the Reporting Person's service as a director. Read SEC document |
| March 31, 2024 Filed Apr 1, 2024 20:51 UTC | MGP INGREDIENTS INC MGPI · Entity 5779 | GrantCommon Stock | 246 | $86.13 | $21,187.98 |
DisclosureSEC source: 0001628280-24-014087 · wk-form4_1712004677.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,016 F1 · shares: Represents an award of unrestricted shares of common stock issued by MGP Ingredients, Inc. in lieu of a cash retainer in connection with the Reporting Person's service as a director. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 16:18 UTC | Consolidated Communications Holdings, Inc. CNSL · Entity 84595 | GrantCommon Stock, par value $0.01 per share | 31,627 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-009322 · form4.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,679 F1 · shares: Shares represent an award under the Amended and Restated Long-Term Incentive Plan. The shares will vest in full on December 5, 2024. Read SEC document |
| January 04, 2024 Filed Jan 5, 2024 22:21 UTC | MGP INGREDIENTS INC MGPI · Entity 5779 | GrantCommon Stock | 224 | $94.61 | $21,192.64 |
DisclosureSEC source: 0000835011-24-000002 · wk-form4_1704493268.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,770 F1 · shares: Represents an award of unrestricted shares of common stock issued by MGP Ingredients, Inc. in lieu of a cash retainer in connection with the Reporting Person's service as a director. Read SEC document |
| October 05, 2023 Filed Oct 5, 2023 21:24 UTC | MGP INGREDIENTS INC MGPI · Entity 5779 | GrantCommon Stock | 205 | $103.41 | $21,199.05 |
DisclosureSEC source: 0001628280-23-033984 · wk-form4_1696541048.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,546 F1 · shares: Represents an award of unrestricted shares of common stock issued by MGP Ingredients, Inc. in lieu of a cash retainer in connection with the Reporting Person's service as a director. Read SEC document |
| July 06, 2023 Filed Jul 7, 2023 20:42 UTC | MGP INGREDIENTS INC MGPI · Entity 5779 | GrantCommon Stock | 188 | $106.19 | $19,963.72 |
DisclosureSEC source: 0001014108-23-000112 · primary_doc.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,341 F1 · shares: Represents an award of unrestricted shares of common stock issued by MGP Ingredients, Inc. in lieu of a cash retainer in connection with the Reporting Person's service as a director. Read SEC document |
| May 26, 2023 Filed May 30, 2023 23:14 UTC | MGP INGREDIENTS INC MGPI · Entity 5779 | GrantCommon Stock | 908 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-23-000095 · primary_doc.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,153 F1 · shares: Represents an annual award of unrestricted shares of common stock granted by MGP Ingredients, Inc. in connection with the Reporting Person's service as a director. Read SEC document |
| April 06, 2023 Filed Apr 6, 2023 21:26 UTC | MGP INGREDIENTS INC MGPI · Entity 5779 | GrantCommon Stock | 207 | $96.47 | $19,969.29 |
DisclosureSEC source: 0001014108-23-000076 · primary_doc.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,245 F1 · date: The transaction reported on this form reflects the award of shares in lieu of cash retainer. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 21:06 UTC | Consolidated Communications Holdings, Inc. CNSL · Entity 84595 | GrantCommon Stock, par value $0.01 per share | 34,976 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009055 · form4.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,052 F1 · shares: Shares represent an award under the Amended and Restated Long-Term Incentive Plan. The shares will vest in full on December 5, 2023. Read SEC document |
| January 05, 2023 Filed Jan 5, 2023 22:19 UTC | MGP INGREDIENTS INC MGPI · Entity 5779 | GrantCommon Stock | 197 | $101.45 | $19,985.65 |
DisclosureSEC source: 0001628280-23-000516 · wf-form4_167295713045983.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,038 F1 · date: The transaction reported on this form reflects the award of shares in lieu of cash retainer. Read SEC document |
| October 06, 2022 Filed Oct 11, 2022 14:22 UTC | MGP INGREDIENTS INC MGPI · Entity 5779 | GrantCommon Stock | 183 | $108.92 | $19,932.36 |
DisclosureSEC source: 0001628280-22-026208 · wf-form4_166549812526330.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,841 F1 · date: The transaction reported on this form reflects the award of shares in lieu of cash retainer. Read SEC document |
| July 07, 2022 Filed Jul 7, 2022 16:13 UTC | MGP INGREDIENTS INC MGPI · Entity 5779 | GrantCommon Stock | 192 | $100.18 | $19,234.56 |
DisclosureSEC source: 0001628280-22-018691 · wf-form4_165721037393749.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,658 F1 · shares: The transaction reported on this form reflects the award of shares in lieu of cash retainer. Read SEC document |
| May 27, 2022 Filed May 27, 2022 20:34 UTC | MGP INGREDIENTS INC MGPI · Entity 5779 | GrantCommon Stock | 875 | $97.04 | $84,910.00 |
DisclosureSEC source: 0001628280-22-015621 · wf-form4_165368360191228.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,466 F1 · shares: The transaction reported on this form reflects annual award of unrestricted shares. Read SEC document |
| April 07, 2022 Filed Apr 7, 2022 19:58 UTC | MGP INGREDIENTS INC MGPI · Entity 5779 | GrantCommon Stock | 208 | $92.49 | $19,237.92 |
DisclosureSEC source: 0001628280-22-008716 · wf-form4_164936149988951.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,591 F1 · date: The transaction reported on this form reflects the award of shares in lieu of cash retainer. Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 18:23 UTC | Consolidated Communications Holdings, Inc. CNSL · Entity 84595 | GrantCommon Stock, par value $0.01 per share | 21,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008707 · form4.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,076 F1 · shares: Shares represent an award under the Amended and Restated Long-Term Incentive Plan. The shares will vest in full on December 5, 2022. Read SEC document |
| January 06, 2022 Filed Jan 6, 2022 22:51 UTC | MGP INGREDIENTS INC MGPI · Entity 5779 | GrantCommon Stock | 112 | $85.77 | $9,606.24 |
DisclosureSEC source: 0001628280-22-000449 · wf-form4_164150947668060.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,383 F1 · date: The transaction reported on this form reflects the award of shares in lieu of cash retainer. Read SEC document |
| October 07, 2021 Filed Oct 7, 2021 16:19 UTC | MGP INGREDIENTS INC MGPI · Entity 5779 | GrantCommon Stock | 141 | $68.12 | $9,604.92 |
DisclosureSEC source: 0001628280-21-019808 · wf-form4_163362355257295.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,271 F1 · date: The transaction reported on this form reflects the award of shares in lieu of cash retainer. Read SEC document |
| August 31, 2021 Filed Sep 1, 2021 20:57 UTC | H&R BLOCK INC HRB · Entity 533 | SaleCommon Stock | 20,000 | $25.83 | $516,520.00 |
DisclosureSEC source: 0001225208-21-011918 · doc4.xml · nonDerivative · entry 2 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,481.541 F2 · price: The price used is a weighted average of prices within the range of $25.800 to $25.850. The reporting person will provice full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
| August 31, 2021 Filed Sep 1, 2021 20:57 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 17,512 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-011918 · doc4.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,481.541 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 30, 2021 Filed Aug 31, 2021 20:32 UTC | H&R BLOCK INC HRB · Entity 533 | SaleCommon Stock | 15,000 | $25.75 | $386,280.00 |
DisclosureSEC source: 0001225208-21-011839 · doc4.xml · nonDerivative · entry 2 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,970.338 F1 · price: The price used is a weighted average of prices within the range of $25.750 to $25.760. The reporting person will provice full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
| August 27, 2021 Filed Aug 31, 2021 20:32 UTC | H&R BLOCK INC HRB · Entity 533 | SaleCommon Stock | 20,000 | $25.62 | $512,300.00 |
DisclosureSEC source: 0001225208-21-011839 · doc4.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,970.338 Read SEC document |
| August 25, 2021 Filed Aug 27, 2021 20:34 UTC | H&R BLOCK INC HRB · Entity 533 | Exercise / conversionStock Option (Right to Buy) · Derivative | 13,098 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0001225208-21-011767 · doc4.xml · derivative · entry 4 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,098 shares Expires 2022-02-01 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 date of grant. Read SEC document |
| August 25, 2021 Filed Aug 27, 2021 20:34 UTC | H&R BLOCK INC HRB · Entity 533 | SaleCommon Stock | 13,098 | $25.60 | $335,256.41 |
DisclosureSEC source: 0001225208-21-011767 · doc4.xml · nonDerivative · entry 3 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,970.338 F1 · price: The price used is a weighted average of prices within the range of $25.500 to $25.685. The reporting person will provice full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
| August 25, 2021 Filed Aug 27, 2021 20:34 UTC | H&R BLOCK INC HRB · Entity 533 | SaleCommon Stock | 10,564 | $25.50 | $269,388.34 |
DisclosureSEC source: 0001225208-21-011767 · doc4.xml · nonDerivative · entry 2 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,068.338 Read SEC document |
| August 25, 2021 Filed Aug 27, 2021 20:34 UTC | H&R BLOCK INC HRB · Entity 533 | Exercise / conversionCommon Stock | 13,098 | $17.00 | $222,666.00 |
DisclosureSEC source: 0001225208-21-011767 · doc4.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,632.338 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 |
| August 19, 2021 Filed Aug 23, 2021 20:32 UTC | H&R BLOCK INC HRB · Entity 533 | Exercise / conversionStock Option (Right to Buy) · Derivative | 560 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0001225208-21-011637 · doc4.xml · derivative · entry 3 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,098 Underlying: Common Stock · 560 shares Expires 2022-02-01 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 date of grant. Read SEC document |
| August 19, 2021 Filed Aug 23, 2021 20:32 UTC | H&R BLOCK INC HRB · Entity 533 | SaleCommon Stock | 560 | $25.73 | $14,411.32 |
DisclosureSEC source: 0001225208-21-011637 · doc4.xml · nonDerivative · entry 2 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,534.338 F1 · price: The price used is a weighted average of prices within the range of $25.725 to $25.745. The reporting person will provice full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
| August 19, 2021 Filed Aug 23, 2021 20:32 UTC | H&R BLOCK INC HRB · Entity 533 | Exercise / conversionCommon Stock | 560 | $17.00 | $9,520.00 |
DisclosureSEC source: 0001225208-21-011637 · doc4.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,094.338 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 |
| August 18, 2021 Filed Aug 19, 2021 20:34 UTC | H&R BLOCK INC HRB · Entity 533 | Exercise / conversionStock Option (Right to Buy) · Derivative | 11,342 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0001225208-21-011569 · doc4.xml · derivative · entry 6 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,658 Underlying: Common Stock · 11,342 shares Expires 2022-02-01 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 date of grant. Read SEC document |
| August 18, 2021 Filed Aug 19, 2021 20:34 UTC | H&R BLOCK INC HRB · Entity 533 | SaleCommon Stock | 11,342 | $25.65 | $290,933.64 |
DisclosureSEC source: 0001225208-21-011569 · doc4.xml · nonDerivative · entry 4 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,534.338 F2 · price: The price used is a weighted average of prices within the range of $25.650 to $25.655. The reporting person will provice full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
| August 18, 2021 Filed Aug 19, 2021 20:34 UTC | H&R BLOCK INC HRB · Entity 533 | Exercise / conversionCommon Stock | 11,342 | $17.00 | $192,814.00 |
DisclosureSEC source: 0001225208-21-011569 · doc4.xml · nonDerivative · entry 3 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,876.338 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 |
| August 17, 2021 Filed Aug 19, 2021 20:34 UTC | H&R BLOCK INC HRB · Entity 533 | Exercise / conversionStock Option (Right to Buy) · Derivative | 32,881 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0001225208-21-011569 · doc4.xml · derivative · entry 5 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 32,881 shares Expires 2022-02-01 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 date of grant. Read SEC document |
| August 17, 2021 Filed Aug 19, 2021 20:34 UTC | H&R BLOCK INC HRB · Entity 533 | SaleCommon Stock | 32,881 | $25.70 | $845,074.58 |
DisclosureSEC source: 0001225208-21-011569 · doc4.xml · nonDerivative · entry 2 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,534.338 F1 · price: The price used is a weighted average of prices within the range of $25.650 to $25.965. The reporting person will provice full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
| August 17, 2021 Filed Aug 19, 2021 20:34 UTC | H&R BLOCK INC HRB · Entity 533 | Exercise / conversionCommon Stock | 32,881 | $17.00 | $558,977.00 |
DisclosureSEC source: 0001225208-21-011569 · doc4.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,415.338 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 |
| August 16, 2021 Filed Aug 17, 2021 20:45 UTC | H&R BLOCK INC HRB · Entity 533 | Exercise / conversionStock Option (Right to Buy) · Derivative | 17,119 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0001225208-21-011525 · doc4.xml · derivative · entry 6 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,881 Underlying: Common Stock · 17,119 shares Expires 2022-02-01 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 date of grant. Read SEC document |
| August 16, 2021 Filed Aug 17, 2021 20:45 UTC | H&R BLOCK INC HRB · Entity 533 | SaleCommon Stock | 17,119 | $25.73 | $440,386.28 |
DisclosureSEC source: 0001225208-21-011525 · doc4.xml · nonDerivative · entry 4 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,534.338 F2 · price: The price used is a weighted average of prices within the range of $25.700 to $25.755. The reporting person will provice full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
| August 16, 2021 Filed Aug 17, 2021 20:45 UTC | H&R BLOCK INC HRB · Entity 533 | Exercise / conversionCommon Stock | 17,119 | $17.00 | $291,023.00 |
DisclosureSEC source: 0001225208-21-011525 · doc4.xml · nonDerivative · entry 3 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,653.338 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 |
| August 13, 2021 Filed Aug 17, 2021 20:45 UTC | H&R BLOCK INC HRB · Entity 533 | Exercise / conversionStock Option (Right to Buy) · Derivative | 29,734 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0001225208-21-011525 · doc4.xml · derivative · entry 5 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 29,734 shares Expires 2022-02-01 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 date of grant. Read SEC document |
| August 13, 2021 Filed Aug 17, 2021 20:45 UTC | H&R BLOCK INC HRB · Entity 533 | SaleCommon Stock | 29,734 | $25.65 | $762,632.50 |
DisclosureSEC source: 0001225208-21-011525 · doc4.xml · nonDerivative · entry 2 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,534.338 F1 · price: The price used is a weighted average of prices within the range of $25.600 to $25.770. The reporting person will provice full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
| August 13, 2021 Filed Aug 17, 2021 20:45 UTC | H&R BLOCK INC HRB · Entity 533 | Exercise / conversionCommon Stock | 29,734 | $17.00 | $505,478.00 |
DisclosureSEC source: 0001225208-21-011525 · doc4.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,268.338 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 |
| July 16, 2021 Filed Jul 19, 2021 20:34 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 17,402 | $23.48 | $408,598.96 |
DisclosureSEC source: 0001225208-21-010763 · doc4.xml · nonDerivative · entry 2 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,534.338 Read SEC document |
| July 16, 2021 Filed Jul 19, 2021 20:34 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 39,234 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-010763 · doc4.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,936.338 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 20:27 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 63 | $23.78 | $1,498.14 |
DisclosureSEC source: 0001225208-21-010298 · doc4.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Gen. Counsel & Chief Admin Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,702.338 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.