Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BED BATH & BEYOND INCBBBY · Entity 117013 | EVP, CHIEF GROWTH OFFICER | November 10, 2022 | November 15, 2022 |
| H&R BLOCK INCHRB · Entity 533 | Director | November 05, 2025 | November 07, 2025 |
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.
BED BATH & BEYOND INC
Report date November 10, 2022 · Filed November 15, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 par value per shareSEC Table I · non-derivative | Direct | 55,307 |
Reported balance
After 2022-11-10 transaction · row 1
1 source rowRow 1 · 2022-11-10 · Tax withholding · Disposed 551 · Balance 55,307 F1: Represents the surrender of shares to the Issuer to satisfy Ms. Gupta's tax withholding obligation upon the vesting of restricted stock units previously granted to Ms. Gupta. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the surrender of shares to the Issuer to satisfy Ms. Gupta's tax withholding obligation upon the vesting of restricted stock units previously granted to Ms. Gupta.
H&R BLOCK INC
Report date November 05, 2025 · Filed November 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,279.892 |
Reported balance
After 2025-11-05 transaction · row 1
1 source rowRow 1 · 2025-11-05 · Grant · Acquired 3,927 · Balance 43,279.892 F1: Director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DRSUs fully vest on the first anniversary of the grant date, subject to the reporting person's continued service as a director as of such vesting date. Prior to receipt of the award, each director has the opportunity to elect to receive the shares of common stock underlying the DRSU award either immediately upon vesting or to defer receipt of the shares until the six-month anniversary date of termination of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DRSUs fully vest on the first anniversary of the grant date, subject to the reporting person's continued service as a director as of such vesting date. Prior to receipt of the award, each director has the opportunity to elect to receive the shares of common stock underlying the DRSU award either immediately upon vesting or to defer receipt of the shares until the six-month anniversary date of termination of service as a director.
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 |
|---|---|---|---|---|---|---|
| November 05, 2025 Filed Nov 7, 2025 21:31 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 3,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009040 · doc4.xml · nonDerivative · entry 1 Gupta Anuradha · CIK 0001793364 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,279.892 F1 · shares: Director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DRSUs fully vest on the first anniversary of the grant date, subject to the reporting person's continued service as a director as of such vesting date. Prior to receipt of the award, each director has the opportunity to elect to receive the shares of common stock underlying the DRSU award either immediately upon vesting or to defer receipt of the shares until the six-month anniversary date of termination of service as a director. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:33 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 3,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-009816 · doc4.xml · nonDerivative · entry 1 Gupta Anuradha · CIK 0001793364 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,269.96 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director. Read SEC document |
| November 03, 2023 Filed Nov 7, 2023 21:38 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 4,540 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010050 · doc4.xml · nonDerivative · entry 1 Gupta Anuradha · CIK 0001793364 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,235.775 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director. Read SEC document |
| November 10, 2022 Filed Nov 15, 2022 08:47 UTC | BED BATH & BEYOND INC BBBY · Entity 117013 | Tax withholdingCommon Stock, $.01 par value per share | 551 | $3.75 | $2,066.25 |
DisclosureSEC source: 0000886158-22-000164 · wf-form4_166852001578628.xml · nonDerivative · entry 1 Gupta Anuradha · CIK 0001793364 · EVP, CHIEF GROWTH OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,307 F1 · shares: Represents the surrender of shares to the Issuer to satisfy Ms. Gupta's tax withholding obligation upon the vesting of restricted stock units previously granted to Ms. Gupta. Read SEC document |
| November 04, 2022 Filed Nov 8, 2022 21:32 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 4,679 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-011439 · doc4.xml · nonDerivative · entry 1 Gupta Anuradha · CIK 0001793364 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,754.435 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director. Read SEC document |
| October 14, 2022 Filed Oct 18, 2022 16:41 UTC | BED BATH & BEYOND INC BBBY · Entity 117013 | Tax withholdingCommon Stock, $.01 par value per share | 3,089 | $5.12 | $15,815.68 |
DisclosureSEC source: 0000886158-22-000158 · wf-form4_166612562816562.xml · nonDerivative · entry 1 Gupta Anuradha · CIK 0001793364 · EVP, CHIEF GROWTH OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,858 F1 · shares: Represents the surrender of shares to the Issuer to satisfy Ms. Gupta's tax withholding obligation upon the vesting of restricted stock units previously granted to Ms. Gupta. Read SEC document |
| October 09, 2022 Filed Oct 11, 2022 18:21 UTC | BED BATH & BEYOND INC BBBY · Entity 117013 | Tax withholdingCommon Stock, $.01 par value per share | 5,593 | $5.62 | $31,425.95 |
DisclosureSEC source: 0000886158-22-000155 · wf-form4_166552688088969.xml · nonDerivative · entry 1 Gupta Anuradha · CIK 0001793364 · EVP, CHIEF GROWTH OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,947 F1 · shares: Represents the surrender of shares to the Issuer to satisfy Ms. Gupta's tax withholding obligation upon the vesting of restricted stock units previously granted to Ms. Gupta. Read SEC document |
| August 10, 2022 Filed Aug 11, 2022 16:47 UTC | BED BATH & BEYOND INC BBBY · Entity 117013 | GrantCommon Stock, $.01 par value per share | 1,573 | $0.00 | $0.00 |
DisclosureSEC source: 0000886158-22-000143 · wf-form4_166025080379258.xml · nonDerivative · entry 1 Gupta Anuradha · CIK 0001793364 · EVP, CHIEF GROWTH OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,540 F1 · shares: Represents a grant of restricted stock units ("RSUs") awarded to the Reporting Person. The RSUs are scheduled to vest as follows: 524 of the RSUs will vest on November 10, 2022; 524 of the RSUs will vest on November 10, 2023; and 525 of the RSUs will vest on November 10, 2024, subject to the terms, conditions and restrictions of the award agreement governing the grant. Read SEC document |
| May 10, 2022 Filed May 12, 2022 17:40 UTC | BED BATH & BEYOND INC BBBY · Entity 117013 | Tax withholdingCommon Stock, $.01 par value per share | 1,799 | $10.54 | $18,961.46 |
DisclosureSEC source: 0000886158-22-000059 · wf-form4_165239159863983.xml · nonDerivative · entry 1 Gupta Anuradha · CIK 0001793364 · EVP, CHIEF GROWTH OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,967 F1 · shares: Represents the surrender of shares to the Issuer to satisfy Ms. Gupta's tax withholding obligation upon the vesting of restricted stock units previously granted to Ms. Gupta. Read SEC document |
| May 10, 2022 Filed Jul 15, 2022 16:54 UTC | BED BATH & BEYOND INC BBBY · Entity 117013 | GrantRestricted Stock Units (RSUs) · Derivative | 23,994 | $0.00 | $0.00 |
DisclosureSEC source: 0000886158-22-000130 · wf-form4_165791846845564.xml · derivative · entry 1 Gupta Anuradha · CIK 0001793364 · EVP, CHIEF GROWTH OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,994 Underlying: Common Stock · 23,994 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive the cash value of one share of Issuer common stock upon vesting. F2 · derivative.exercise_date: Represents a grant of RSUs awarded to the Reporting Person under the Issuer's 2018 Incentive Compensation Plan. 1/3 of the RSUs will vest on May 10th of each of 2023, 2024, and 2025, in each case, subject to the terms, conditions and restrictions of the award agreement governing the grant. F2 · derivative.expiration_date: Represents a grant of RSUs awarded to the Reporting Person under the Issuer's 2018 Incentive Compensation Plan. 1/3 of the RSUs will vest on May 10th of each of 2023, 2024, and 2025, in each case, subject to the terms, conditions and restrictions of the award agreement governing the grant. Read SEC document |
| November 10, 2021 Filed Nov 12, 2021 21:05 UTC | BED BATH & BEYOND INC BBBY · Entity 117013 | GrantCommon Stock, $.01 par value per share | 3,244 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-037721 · form4.xml · nonDerivative · entry 1 Gupta Anuradha · CIK 0001793364 · EVP, CHIEF GROWTH OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,766 F1 · shares: Represents a grant of restricted stock units ("RSUs") awarded to the Reporting Person. The RSUs are scheduled to vest as follows: 1,082 RSUs will vest on November 10, 2022; 1,081 RSUs will vest on November 10, 2023; and 1,081 RSUs will vest on November 10, 2024, subject to the terms, conditions and restrictions of the award agreement governing the grant. Read SEC document |
| September 09, 2021 Filed Sep 10, 2021 20:34 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 6,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-012260 · doc4.xml · nonDerivative · entry 1 Gupta Anuradha · CIK 0001793364 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,991.8 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director. Read SEC document |
| September 10, 2020 Filed Sep 14, 2020 20:38 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 10,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-011485 · doc4.xml · nonDerivative · entry 1 Gupta Anuradha · CIK 0001793364 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,350.976 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director. Read SEC document |
| November 07, 2019 Filed Nov 8, 2019 21:35 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 5,074 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-014315 · doc4.xml · nonDerivative · entry 1 Gupta Anuradha · CIK 0001793364 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,074 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director. 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.