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 |
|---|---|---|---|---|---|---|
| June 30, 2021 Filed Jul 1, 2021 20:36 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 5,475 | $23.48 | $128,553.00 |
DisclosureSEC source: 0001225208-21-009957 · 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: 111,478.685 Read SEC document |
| June 21, 2021 Filed Jun 22, 2021 15:00 UTC | MGP INGREDIENTS INC MGPI · Entity 5779 | GrantCommon Stock | 1,130 | $61.92 | $69,969.60 |
DisclosureSEC source: 0001628280-21-012629 · wf-form4_162437398823924.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,130 F1 · shares: The transaction reported on this form reflects annual award of unrestricted shares. Read SEC document |
| May 03, 2021 Filed May 5, 2021 15:37 UTC | Consolidated Communications Holdings, Inc. CNSL · Entity 84595 | GrantCommon Stock, par value $0.01 per share | 22,088 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-015401 · form4.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,021 F1 · shares: Shares represent an award under the Long Term Incentive Plan. The shares will vest in full on December 5, 2021. Read SEC document |
| July 28, 2020 Filed Jul 29, 2020 20:50 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 5,739 | $14.28 | $81,952.92 |
DisclosureSEC source: 0001225208-20-010043 · 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: 115,860.348 Read SEC document |
| July 27, 2020 Filed Jul 29, 2020 20:50 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 11,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010043 · 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: 121,599.348 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 02, 2020 Filed Jul 6, 2020 21:01 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 74 | $14.00 | $1,036.00 |
DisclosureSEC source: 0001225208-20-009586 · 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: 109,668.348 Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 01:34 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 6,058 | $14.28 | $86,508.24 |
DisclosureSEC source: 0001225208-20-009327 · 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: 109,359.414 Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 01:34 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 15,407 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-009327 · 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: 115,417.414 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 |
| April 21, 2020 Filed Apr 21, 2020 16:30 UTC | Tallgrass Energy, LP TGE · Entity 15842 | Disposition to issuerClass A Shares | 3,000 | $22.45 | $67,350.00 |
DisclosureSEC source: 0000899243-20-011055 · doc4.xml · nonDerivative · entry 2 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · kind: 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. F3 · price: 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. Read SEC document |
| April 17, 2020 Filed Apr 21, 2020 16:30 UTC | Tallgrass Energy, LP TGE · Entity 15842 | Disposition to issuerClass A Shares | 57,900 | $22.45 | $1,299,855.00 |
DisclosureSEC source: 0000899243-20-011055 · doc4.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 F1 · kind: 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 · kind: (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. F1 · price: 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 · price: (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. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:18 UTC | Consolidated Communications Holdings, Inc. CNSL · Entity 84595 | GrantCommon Stock, par value $0.01 per share | 18,390 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-009395 · form4.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,933 F1 · shares: Shares represent an award under the Long Term Incentive Plan. The shares will vest in full on December 5, 2020. Read SEC document |
| July 19, 2019 Filed Jul 22, 2019 20:44 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 17,567 | $29.30 | $514,713.10 |
DisclosureSEC source: 0001225208-19-010395 · 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: 99,233.92 Read SEC document |
| July 18, 2019 Filed Jul 22, 2019 20:44 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 38,396 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010395 · 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: 116,800.92 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, 2019 Filed Jul 3, 2019 20:21 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 36 | $28.96 | $1,042.56 |
DisclosureSEC source: 0001225208-19-010039 · 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: 78,404.92 Read SEC document |
| June 30, 2019 Filed Jul 1, 2019 20:48 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 8,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009675 · 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: 78,214.544 F1 · shares: Restricted share units ("RSUs") granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions on 7,509 RSUs lapse in three equal installments beginning on the first anniversary of the grant date, and the restrictions on 967 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 20:48 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 5,709 | $29.30 | $167,273.70 |
DisclosureSEC source: 0001225208-19-009675 · 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: 69,738.544 Read SEC document |
| June 06, 2019 Filed Jun 7, 2019 17:20 UTC | Tallgrass Energy, LP TGE · Entity 15842 | GrantClass A Shares | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-016050 · doc4.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,900 F1 · shares: Represents 3,000 unvested Equity Participation Shares in the Issuer granted to the Reporting Person, of which (i) 1,000 will vest on May 1, 2020, (ii) 1,000 will vest on May 1, 2021, and (iii) 1,000 will vest on May 1, 2022. Read SEC document |
| February 27, 2019 Filed Mar 4, 2019 22:23 UTC | Consolidated Communications Holdings, Inc. CNSL · Entity 84595 | GrantCommon Stock, par value $0.01 per share | 11,797 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-009622 · form4.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,543 F1 · shares: Shares represent an award from the Long Term Incentive Plan. The shares will vest in full December 5, 2019 Read SEC document |
| February 22, 2019 Filed Feb 22, 2019 18:06 UTC | Tallgrass Energy, LP TGE · Entity 15842 | GrantClass A Shares | 3,600 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-004581 · doc4.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,900 F1 · shares: Represents 3,600 unvested Equity Participation Shares in the Issuer granted to the Reporting Person, of which (i) 1,200 will vest on January 1, 2020, (ii) 1,200 will vest on January 1, 2021 and (iii) 1,200 will vest on January 1, 2022. Read SEC document |
| August 31, 2018 Filed Aug 31, 2018 20:37 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 10,976 | $27.33 | $299,974.08 |
DisclosureSEC source: 0001225208-18-013005 · 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: 74,743.354 Read SEC document |
| August 31, 2018 Filed Aug 31, 2018 20:37 UTC | H&R BLOCK INC HRB · Entity 533 | Exercise / conversionCommon Stock | 17,646 | $17.00 | $299,982.00 |
DisclosureSEC source: 0001225208-18-013005 · 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: 85,719.354 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 30, 2018 Filed Aug 31, 2018 20:37 UTC | H&R BLOCK INC HRB · Entity 533 | Exercise / conversionStock Option (Right to Buy) · Derivative | 17,646 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0001225208-18-013005 · 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: 104,734 Underlying: Common Stock · 17,646 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 30, 2018 Filed Aug 31, 2018 20:37 UTC | H&R BLOCK INC HRB · Entity 533 | SaleCommon Stock | 70,000 | $26.54 | $1,857,800.00 |
DisclosureSEC source: 0001225208-18-013005 · 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: 68,073.354 F1 · price: The price used is a weighted average of prices within the range of $26.50 to $26.57. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
| July 20, 2018 Filed Jul 23, 2018 20:33 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 6,109 | $22.78 | $139,163.02 |
DisclosureSEC source: 0001225208-18-011911 · 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: 138,073.354 Read SEC document |
| July 19, 2018 Filed Jul 23, 2018 20:33 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 13,179 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011911 · 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: 144,182.354 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 03, 2018 Filed Jul 5, 2018 20:39 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 57 | $23.28 | $1,326.96 |
DisclosureSEC source: 0001225208-18-011461 · 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: 131,003.354 Read SEC document |
| June 30, 2018 Filed Jul 3, 2018 20:33 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 9,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011347 · 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: 130,791.423 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 |
| June 29, 2018 Filed Jul 3, 2018 20:33 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 5,352 | $22.78 | $121,918.56 |
DisclosureSEC source: 0001225208-18-011347 · 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: 121,133.423 Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 20:31 UTC | Consolidated Communications Holdings, Inc. CNSL · Entity 84595 | GrantCommon Stock, par value $0.01 per share | 10,614 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-018444 · doc4.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,746 F1 · shares: Shares represent an award under the Long Term Incentive Plan. The shares will vest in full on December 5, 2018. Read SEC document |
| December 08, 2017 Filed Dec 11, 2017 21:33 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 2,553 | $27.22 | $69,492.66 |
DisclosureSEC source: 0001225208-17-018480 · 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: 126,111.447 Read SEC document |
| November 08, 2017 Filed Nov 9, 2017 18:45 UTC | Tallgrass Energy, LP TEGP · Entity 15842 | PurchaseClass A Shares | 9,800 | $25.50 | $249,900.00 |
DisclosureSEC source: 0000899243-17-025862 · doc4.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,300 F1 · balance_after: Includes 10,000 unvested Equity Participation Shares ("EPSs") granted to the Reporting Person, of which (i) 1/3 vest on the later to occur of the first date on which the issuer has paid a regular quarterly distribution of at least $0.35 on each outstanding Class A Share for any full quarter ending on or after February 17, 2016 (the "Distribution Achievement Date") or November 1, 2016, (ii) 1/3 vest on the later to occur of the Distribution Achievement Date or November 1, 2017, and (iii) 1/3 vest on the later to occur of the Distribution Achievement Date or November 1, 2018. If the Distribution Achievement Date has not occurred by May 12, 2020, the EPSs will expire and terminate and no vesting will occur. Read SEC document |
| November 07, 2017 Filed Nov 8, 2017 20:42 UTC | Consolidated Communications Holdings, Inc. CNSL · Entity 84595 | PurchaseCommon Stock, par value $0.01 per share | 6,850 | $14.63 | $100,215.50 |
DisclosureSEC source: 0001209191-17-059718 · doc4.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,132 Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 22:31 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 86 | $31.04 | $2,669.44 |
DisclosureSEC source: 0001225208-17-012372 · 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: 128,387.054 Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 22:31 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 109 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-012372 · 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: 128,473.054 F1 · shares: Additional shares awarded pursuant to dividend equivalent rights related to earned performance share units and market stock units. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 21:48 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 10,575 | $30.91 | $326,873.25 |
DisclosureSEC source: 0001225208-17-012249 · 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: 128,121.44 Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 21:48 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 16,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-012249 · 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: 138,696.44 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2013 Long Term Incentive Plan. The restrictions lapse in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| June 07, 2017 Filed Jun 8, 2017 21:46 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 13,526 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-011062 · 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: 122,520.44 F1 · kind: Vesting of Common Stock underlying previously awarded performance share units and market stock units upon determination that performance criteria for the awards had been satisfied, which remain subject to the executive's continued service through June 30, 2017. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 14:53 UTC | Consolidated Communications Holdings, Inc. CNSL · Entity 84595 | GrantCommon Stock, par value $0.01 per share | 3,159 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-020970 · doc4.xml · nonDerivative · entry 1 GERKE THOMAS A · CIK 0001229492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,282 F1 · shares: Shares represent an award under the Long Term Incentive Plan. The shares will vest 100% on December 5, 2017 Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 21:32 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 1,728 | $22.95 | $39,657.60 |
DisclosureSEC source: 0001225208-16-042995 · 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: 108,502.426 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.