Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| H&R BLOCK INCHRB · Entity 533 | Chief Strategy & Operations Of | August 31, 2026 | September 02, 2026 |
| MCCLATCHY COMNI · Entity 146246 | Vice President | March 01, 2019 | March 05, 2019 |
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, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,422.067 |
Ending reported balance
After 2026-08-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-31 · Grant · Acquired 10,843 · Balance 35,158.067 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 · 2026-08-31 · Tax withholding · Disposed 3,736 · Balance 31,422.067 |
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.
MCCLATCHY CO
Report date March 01, 2019 · Filed March 05, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 2,940 |
Ending reported balance
After 2019-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-03-01 · Exercise / conversion · Acquired 4,054 · Balance 4,359 F1: The restricted stock units were settled for an equivalent number of shares of McClatchy Class A Common Stock. Row 2 · 2019-03-01 · Tax withholding · Disposed 1,419 · Balance 2,940 |
| Employee Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2019-03-01 | Direct | 668 |
Reported balance
After 2019-03-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-03-01 · Exercise / conversion · Disposed 666 · Balance 668 F2: Each restricted stock unit represents a contingent right to receive one share of McClatchy Class A Common Stock. F1: The restricted stock units were settled for an equivalent number of shares of McClatchy Class A Common Stock. |
| Employee Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2019-03-01 | Direct | 6,776 |
Reported balance
After 2019-03-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-03-01 · Exercise / conversion · Disposed 3,388 · Balance 6,776 F2: Each restricted stock unit represents a contingent right to receive one share of McClatchy Class A Common Stock. F1: The restricted stock units were settled for an equivalent number of shares of McClatchy Class A Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units were settled for an equivalent number of shares of McClatchy Class A Common Stock.
F2: Each restricted stock unit represents a contingent right to receive one share of McClatchy Class A Common Stock.
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, 2026 Filed Sep 2, 2026 20:22 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 3,736 | $51.65 | $192,964.40 |
DisclosureSEC source: 0001225208-26-007528 · doc4.xml · nonDerivative · entry 2 Manuel Scott · CIK 0001718610 · Chief Strategy & Operations Of 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,422.067 Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 20:22 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 10,843 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-007528 · doc4.xml · nonDerivative · entry 1 Manuel Scott · CIK 0001718610 · Chief Strategy & Operations Of 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,158.067 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 31, 2025 Filed Sep 3, 2025 20:31 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 1,307 | $50.35 | $65,807.45 |
DisclosureSEC source: 0001225208-25-007721 · doc4.xml · nonDerivative · entry 3 Manuel Scott · CIK 0001718610 · Chief Strategy & Operations Of 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,385.551 Read SEC document |
| August 31, 2025 Filed Sep 3, 2025 20:31 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 5,214 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-007721 · doc4.xml · nonDerivative · entry 2 Manuel Scott · CIK 0001718610 · Chief Strategy & Operations Of 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,692.551 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 31, 2025 Filed Sep 3, 2025 20:31 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 10,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-007721 · doc4.xml · nonDerivative · entry 1 Manuel Scott · CIK 0001718610 · Chief Strategy & Operations Of 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,478.551 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 31, 2024 Filed Sep 4, 2024 20:28 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 1,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-008450 · doc4.xml · nonDerivative · entry 2 Manuel Scott · CIK 0001718610 · Chief Strategy & Operations Of 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,824 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 31, 2024 Filed Sep 4, 2024 20:28 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 7,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-008450 · doc4.xml · nonDerivative · entry 1 Manuel Scott · CIK 0001718610 · Chief Strategy & Operations Of 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,244 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 |
| March 01, 2019 Filed Mar 5, 2019 16:09 UTC | MCCLATCHY CO MNI · Entity 146246 | Exercise / conversionEmployee Restricted Stock Unit · Derivative | 3,388 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001056087-19-000031 · edgar.xml · derivative · entry 4 Manuel Scott · CIK 0001718610 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,776 Underlying: Class A Common Stock · 3,388 shares Expires 2019-03-01 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_price: Each restricted stock unit represents a contingent right to receive one share of McClatchy Class A Common Stock. F1 · price: The restricted stock units were settled for an equivalent number of shares of McClatchy Class A Common Stock. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 16:09 UTC | MCCLATCHY CO MNI · Entity 146246 | Exercise / conversionEmployee Restricted Stock Unit · Derivative | 666 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001056087-19-000031 · edgar.xml · derivative · entry 3 Manuel Scott · CIK 0001718610 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 668 Underlying: Class A Common Stock · 666 shares Expires 2019-03-01 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_price: Each restricted stock unit represents a contingent right to receive one share of McClatchy Class A Common Stock. F1 · price: The restricted stock units were settled for an equivalent number of shares of McClatchy Class A Common Stock. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 16:09 UTC | MCCLATCHY CO MNI · Entity 146246 | Tax withholdingClass A Common Stock | 1,419 | $5.66 | $8,031.54 |
DisclosureSEC source: 0001056087-19-000031 · edgar.xml · nonDerivative · entry 2 Manuel Scott · CIK 0001718610 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,940 Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 16:09 UTC | MCCLATCHY CO MNI · Entity 146246 | Exercise / conversionClass A Common Stock | 4,054 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001056087-19-000031 · edgar.xml · nonDerivative · entry 1 Manuel Scott · CIK 0001718610 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,359 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. F1 · price: The restricted stock units were settled for an equivalent number of shares of McClatchy Class A Common Stock. Read SEC document |
| February 28, 2019 Filed Mar 1, 2019 16:17 UTC | MCCLATCHY CO MNI · Entity 146246 | GrantEmployee Restricted Stock Unit · Derivative | 23,124 | $0.00 | $0.00 |
DisclosureSEC source: 0001056087-19-000021 · edgar.xml · derivative · entry 1 Manuel Scott · CIK 0001718610 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,124 Underlying: Class A Common Stock · 23,124 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of The McClatchy Company's Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units granted pursuant to The McClatchy Company provides for vesting in three equal installments beginning on March 1, 2020. F2 · derivative.expiration_date: The restricted stock units granted pursuant to The McClatchy Company provides for vesting in three equal installments beginning on March 1, 2020. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 16:11 UTC | MCCLATCHY CO MNI · Entity 146246 | Exercise / conversionEmployee Restricted Stock Unit · Derivative | 666 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001056087-18-000019 · edgar.xml · derivative · entry 3 Manuel Scott · CIK 0001718610 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,334 Underlying: Class A Common Stock · 666 shares Expires 2018-03-01 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_price: Each restricted stock unit represents a contingent right to receive one share of McClatchy Class A Common Stock. F1 · price: The restricted stock units were settled for an equivalent number of shares of McClatchy Class A Common Stock. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 16:11 UTC | MCCLATCHY CO MNI · Entity 146246 | Tax withholdingClass A Common Stock | 361 | $9.10 | $3,285.10 |
DisclosureSEC source: 0001056087-18-000019 · edgar.xml · nonDerivative · entry 2 Manuel Scott · CIK 0001718610 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305 Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 16:11 UTC | MCCLATCHY CO MNI · Entity 146246 | Exercise / conversionClass A Common Stock | 666 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001056087-18-000019 · edgar.xml · nonDerivative · entry 1 Manuel Scott · CIK 0001718610 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305 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. F1 · price: The restricted stock units were settled for an equivalent number of shares of McClatchy Class A Common Stock. Read SEC document |
| March 01, 2018 Filed Mar 8, 2018 16:01 UTC | MCCLATCHY CO MNI · Entity 146246 | GrantEmployee Restricted Stock Unit · Derivative | 10,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001056087-18-000038 · edgar.xml · derivative · entry 1 Manuel Scott · CIK 0001718610 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,164 Underlying: Class A Common Stock · 10,164 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of The McClatchy Company's Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units granted pursuant to The McClatchy Company provides for vesting in three equal installments beginning on March 1, 2019. F2 · derivative.expiration_date: The restricted stock units granted pursuant to The McClatchy Company provides for vesting in three equal installments beginning on March 1, 2019. Read SEC document |
| October 09, 2017 Filed Oct 10, 2017 08:01 UTC | MCCLATCHY CO MNI · Entity 146246 | GrantEmployee Restricted Stock Unit · Derivative | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-061438 · a4.xml · derivative · entry 1 Manuel Scott · CIK 0001718610 · VP Digital Product/Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Class A Common Stock · 2,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of The McClatchy Company's Class A Commom Stock. F2 · derivative.exercise_date: The restricted stock units granted pursuant to The McClatchy Company 2012 Omnibus Incentive Plan, as amended and restated, provides for vesting in three equal installments beginning on March 1, 2018. F2 · derivative.expiration_date: The restricted stock units granted pursuant to The McClatchy Company 2012 Omnibus Incentive Plan, as amended and restated, provides for vesting in three equal installments beginning on March 1, 2018. 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.