Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| H&R BLOCK INCHRB · Entity 533 | VP & Chief Acct Officer | August 31, 2025 | September 03, 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.
H&R BLOCK INC
Report date August 31, 2025 · Filed September 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,126.468 |
Ending reported balance
After 2025-08-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-08-31 · Grant · Acquired 2,086 · Balance 25,073.468 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 · 2025-08-31 · Tax withholding · Disposed 2,947 · Balance 22,126.468 |
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.
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, 2025 Filed Sep 3, 2025 20:31 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 2,947 | $50.35 | $148,381.45 |
DisclosureSEC source: 0001225208-25-007723 · doc4.xml · nonDerivative · entry 2 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,126.468 Read SEC document |
| August 31, 2025 Filed Sep 3, 2025 20:31 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 2,086 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-007723 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,073.468 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 13, 2025 Filed Aug 15, 2025 20:36 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 4,409 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-007298 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,987.468 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, which remain subject to the executive's continued service through August 31, 2025. Read SEC document |
| September 16, 2024 Filed Sep 17, 2024 20:32 UTC | H&R BLOCK INC HRB · Entity 533 | SaleCommon Stock | 8,000 | $64.41 | $515,280.80 |
DisclosureSEC source: 0001225208-24-008725 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,474.346 F1 · price: The price is a weighted average of prices within the range of $64.4100 to $64.4200. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
| August 31, 2024 Filed Sep 4, 2024 20:27 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 8,193 | $63.31 | $518,698.83 |
DisclosureSEC source: 0001225208-24-008447 · doc4.xml · nonDerivative · entry 2 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,474.346 Read SEC document |
| August 31, 2024 Filed Sep 4, 2024 20:27 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 1,604 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-008447 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,667.346 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 19, 2024 Filed Aug 20, 2024 21:12 UTC | H&R BLOCK INC HRB · Entity 533 | SaleCommon Stock | 9,846 | $65.00 | $639,990.00 |
DisclosureSEC source: 0001225208-24-008112 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,028.296 Read SEC document |
| August 14, 2024 Filed Aug 16, 2024 20:33 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 7,000.95 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-008050 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,874.296 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, which remain subject to the executive's continued service through August 31, 2024. Read SEC document |
| August 14, 2024 Filed Sep 4, 2024 20:15 UTC Amendment | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 15,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-008434 · doc4a.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,909.346 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, which remain subject to the executive's continued service through August 31, 2024. F2 · shares: On August 16, 2024, the reporting person filed a Form 4 to report the vesting of common stock underlying previously awarded performance share units ("PSUs"), which inadvertently reported the incremental number of shares of common stock awarded under the PSUs above target level performance, rather than the total number of shares of common stock awarded under the PSUs. This amendment is being filed to reflect the total number of shares of common stock awarded pursuant to the PSUs. Read SEC document |
| September 11, 2023 Filed Sep 12, 2023 20:32 UTC | H&R BLOCK INC HRB · Entity 533 | SaleCommon Stock | 8,000 | $39.61 | $316,844.80 |
DisclosureSEC source: 0001225208-23-008856 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,721.493 F1 · price: The price is a weighted average of prices within the range of $39.600 to $39.615. The reporting person will provide full details of the price information reported upon a requst from the Commission or any shareholder. Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 20:33 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 998 | $39.98 | $39,900.04 |
DisclosureSEC source: 0001225208-23-008684 · doc4.xml · nonDerivative · entry 2 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,721.493 Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 20:33 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 2,452 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-008684 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,719.493 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrctions lapse in three equal installments beginning on the first anniversary of the grant date. Read SEC document |
| July 19, 2023 Filed Jul 21, 2023 20:32 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 11,939 | $33.61 | $401,269.79 |
DisclosureSEC source: 0001225208-23-007625 · doc4.xml · nonDerivative · entry 2 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,267.493 Read SEC document |
| July 19, 2023 Filed Jul 21, 2023 20:32 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 26,353 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-007625 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,206.493 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 07, 2023 Filed Jul 10, 2023 20:34 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 6 | $31.10 | $186.60 |
DisclosureSEC source: 0001225208-23-007433 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,852.753 Read SEC document |
| June 30, 2023 Filed Jul 3, 2023 20:31 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 617 | $31.87 | $19,663.79 |
DisclosureSEC source: 0001225208-23-007131 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,798.391 Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 20:33 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 610 | $45.00 | $27,450.00 |
DisclosureSEC source: 0001225208-22-009967 · doc4.xml · nonDerivative · entry 2 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,280.532 Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 20:33 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 2,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-009967 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,890.532 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal intallments by beginning on the first anniversary of the grant date. Read SEC document |
| August 18, 2022 Filed Aug 19, 2022 20:32 UTC | H&R BLOCK INC HRB · Entity 533 | SaleCommon Stock | 6,500 | $48.77 | $316,972.50 |
DisclosureSEC source: 0001225208-22-009686 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,790.532 F1 · price: The price used is a weighted average of prices within the range of $47.790 to $47.800. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
| August 12, 2022 Filed Aug 15, 2022 21:09 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 4,537 | $35.32 | $160,246.84 |
DisclosureSEC source: 0001225208-22-009529 · doc4.xml · nonDerivative · entry 2 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,290.532 Read SEC document |
| August 11, 2022 Filed Aug 15, 2022 21:09 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 10,048 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-009529 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,827.532 F1 · kind: Vesting of Common Stock underlying previously awarded performance share units and market stock units upon determination by the Compensation Committee that performance criteria for the awards had been satisfied. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 16:54 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 8 | $36.77 | $294.16 |
DisclosureSEC source: 0001225208-22-008575 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,779.532 Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 15:55 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 875 | $35.32 | $30,905.00 |
DisclosureSEC source: 0001225208-22-008350 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,730.536 Read SEC document |
| August 31, 2021 Filed Sep 1, 2021 20:57 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 4,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-011919 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,369.744 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. Read SEC document |
| July 16, 2021 Filed Jul 19, 2021 20:34 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 4,045 | $23.48 | $94,976.60 |
DisclosureSEC source: 0001225208-21-010761 · doc4.xml · nonDerivative · entry 2 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,229.744 Read SEC document |
| July 16, 2021 Filed Jul 19, 2021 20:34 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 8,919 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-010761 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,274.744 F1 · kind: Vesting of Common Stock underlying previously awarded performance share units and market stock units upon determination by the Compensation Committee that performance criteria for the awards had been satisfied. Read SEC document |
| July 02, 2021 Filed Jul 6, 2021 20:26 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 10 | $23.78 | $237.80 |
DisclosureSEC source: 0001225208-21-010295 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,355.744 Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 20:37 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 1,260 | $23.48 | $29,584.80 |
DisclosureSEC source: 0001225208-21-009959 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,298.034 Read SEC document |
| July 28, 2020 Filed Jul 29, 2020 20:48 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 470 | $14.28 | $6,711.60 |
DisclosureSEC source: 0001225208-20-010041 · doc4.xml · nonDerivative · entry 2 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,308.652 Read SEC document |
| July 27, 2020 Filed Jul 29, 2020 20:48 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 1,194 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010041 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,778.652 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 | 14 | $14.00 | $196.00 |
DisclosureSEC source: 0001225208-20-009587 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,584.652 Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 01:34 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 965 | $14.28 | $13,780.20 |
DisclosureSEC source: 0001225208-20-009329 · doc4.xml · nonDerivative · entry 2 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,523.116 Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 01:34 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 3,502 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-009329 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,488.116 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. Read SEC document |
| July 19, 2019 Filed Jul 22, 2019 20:44 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 3,087 | $29.30 | $90,449.10 |
DisclosureSEC source: 0001225208-19-010396 · doc4.xml · nonDerivative · entry 2 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,835.722 Read SEC document |
| July 18, 2019 Filed Jul 22, 2019 20:44 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 6,982 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010396 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,922.722 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 | SaleCommon Stock | 3,000 | $28.68 | $86,040.00 |
DisclosureSEC source: 0001225208-19-010041 · doc4.xml · nonDerivative · entry 2 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,940.722 Read SEC document |
| July 02, 2019 Filed Jul 3, 2019 20:21 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 6 | $28.96 | $173.76 |
DisclosureSEC source: 0001225208-19-010041 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,940.722 Read SEC document |
| June 30, 2019 Filed Jul 1, 2019 20:46 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 1,959 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009673 · doc4.xml · nonDerivative · entry 2 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,908.642 F1 · shares: Restricted share units ("RSUs") granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions on 1,707 RSUs lapse in three equal installments beginning on the first anniversary of the grant date, and the restrictions on 252 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 20:46 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 862 | $29.30 | $25,256.60 |
DisclosureSEC source: 0001225208-19-009673 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,949.642 Read SEC document |
| July 20, 2018 Filed Jul 23, 2018 20:33 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 577 | $22.78 | $13,144.06 |
DisclosureSEC source: 0001225208-18-011910 · doc4.xml · nonDerivative · entry 2 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,697.451 Read SEC document |
| July 19, 2018 Filed Jul 23, 2018 20:33 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 1,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011910 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,274.451 F1 · kind: Vesting of Common Stock underlying previously awarded 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 | 6 | $23.28 | $139.68 |
DisclosureSEC source: 0001225208-18-011463 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,957.451 Read SEC document |
| June 30, 2018 Filed Jul 3, 2018 20:33 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 2,195 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011345 · doc4.xml · nonDerivative · entry 2 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,928.003 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 | 755 | $22.78 | $17,198.90 |
DisclosureSEC source: 0001225208-18-011345 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,733.003 Read SEC document |
| July 14, 2017 Filed Jul 17, 2017 20:34 UTC | H&R BLOCK INC HRB · Entity 533 | SaleCommon Stock | 800 | $30.71 | $24,569.12 |
DisclosureSEC source: 0001225208-17-012648 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,409.845 F1 · price: The price used is a weighted average of prices within the range of $30.710 to $30.715. 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 03, 2017 Filed Jul 6, 2017 22:31 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 6 | $31.04 | $186.24 |
DisclosureSEC source: 0001225208-17-012373 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,208.845 Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 21:47 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 793 | $30.91 | $24,511.63 |
DisclosureSEC source: 0001225208-17-012247 · doc4.xml · nonDerivative · entry 2 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,174.156 Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 21:47 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 1,618 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-012247 · doc4.xml · nonDerivative · entry 1 Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,967.156 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.