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H&R Block, Inc. (HRB) 

NYSE$52.49
Market Cap
$7.03B
Sector
Consumer Cyclical
Industry
Personal Products & Services
Rank in Sector
290 of 435
Rank in Industry
7 of 15

HRB Insider Trading Activity

HRB Median Price and Trade Amounts History Chart

Statistics of Insider Transactions

Amount of Insider Buys and Sells

Buys
$000
Sells
$9,970,5396100

Related Transactions

Redler Dara SChief Legal Officer0$01$583,310$-583,310
Logerwell Kellie JVP & Chief Acct Officer0$02$1.16M$-1.16M
Jones Jeffrey J IIPresident & CEO0$02$3.07M$-3.07M
Bowen Tony GChief Financial Officer0$01$5.17M$-5.17M

About H&R Block, Inc.

H&R Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself (DIY) tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. The company offers assisted income tax return preparation and related services through a system of retail offices operated directly by the company or its franchisees. It also provides Refund Transfers and H&R Block Emerald Prepaid Mastercard, which enables clients to receive their tax refunds; Peace of Mind extended service plans; H&R Block Emerald Advance lines of credit; Tax Identity Shield that provides clients assistance in helping protect their tax identity and access to services to help restore their tax identity; refund advance loans; H&R Block Instant Refund; and H&R Block Pay With Refund services. In addition, the company offers small business financial solutions through its company-owned or franchise offices, and online. H&R Block, Inc. was founded in 1955 and is headquartered in Kansas City, Missouri.

Insider Activity of H&R Block, Inc.

Over the last 12 months, insiders at H&R Block, Inc. have bought $0 and sold $9.97M worth of H&R Block, Inc. stock.

On average, over the past 5 years, insiders at H&R Block, Inc. have bought $221,412 and sold $8.71M worth of stock each year.

There was no buying activity among insiders over the last 12 months.

The last purchase of 10,000 shares for transaction amount of $295,380 was made by Johnson Richard A (director) on 2023‑05‑19.

List of Insider Buy and Sell Transactions, H&R Block, Inc.

2024-09-16SaleLogerwell Kellie JVP & Chief Acct Officer
8,000
0.0057%
$64.41$515,281-13.31%
2024-09-03SaleJones Jeffrey J IIPresident & CEO
9,722
0.007%
$63.07$613,167-9.99%
2024-08-19SaleBowen Tony GChief Financial Officer
79,259
0.0567%
$65.17$5.17M-11.16%
2024-08-19SaleLogerwell Kellie JVP & Chief Acct Officer
9,846
0.007%
$65.00$639,990-11.16%
2024-08-19SaleRedler Dara SChief Legal Officer
9,100
0.0064%
$64.10$583,310-11.16%
2024-07-01SaleJones Jeffrey J IIPresident & CEO
44,975
0.0328%
$54.55$2.45M+3.63%
2024-02-23SaleJones Jeffrey J IIPresident & CEO
85,921
0.0617%
$49.21$4.23M+13.34%
2024-02-15SaleJones Jeffrey J IIPresident & CEO
14,938
0.0109%
$48.02$717,353+17.06%
2023-11-27SaleBowen Tony GChief Financial Officer
46,892
0.0329%
$47.10$2.21M+11.68%
2023-09-11SaleLogerwell Kellie JVP & Chief Acct Officer
8,000
0.0054%
$39.61$316,845+21.26%
2023-08-16SaleJones Jeffrey J IIPresident & CEO
91,192
0.0587%
$38.00$3.47M+23.72%
2023-05-19PurchaseJohnson Richard Adirector
10,000
0.0065%
$29.54$295,380+56.23%
2023-05-11PurchaseGerard Robert Adirector
500
0.0003%
$32.13$16,064+41.24%
2022-12-14SaleJones Jeffrey J IIPresident & CEO
66,000
0.0431%
$42.07$2.78M-11.28%
2022-12-13SaleJones Jeffrey J IIPresident & CEO
18,009
0.0118%
$42.11$758,424-10.81%
2022-11-03PurchaseGerard Robert Adirector
500
0.0003%
$37.89$18,946-4.37%
2022-09-07SaleOrosco Karen APres., Global Consumer Tax & S
50,000
0.0314%
$45.00$2.25M-16.95%
2022-08-18SaleBowen Tony GChief Financial Officer
64,741
0.0406%
$48.35$3.13M-22.43%
2022-08-18SaleLogerwell Kellie JVP & Chief Acct Officer
6,500
0.0041%
$48.77$316,973-22.43%
2022-08-16SaleWood Christianna
7,392
0.0046%
$46.96$347,129-20.93%
Total: 186
*Gray background shows transactions not older than one year

Insider Historical Profitability

11.04%
Jones Jeffrey J IIPresident & CEO
893169
0.6673%
$46.88M27+49.34%
Bowen Tony GChief Financial Officer
90095
0.0673%
$4.73M03
Redler Dara SChief Legal Officer
22066
0.0165%
$1.16M01
Logerwell Kellie JVP & Chief Acct Officer
18474
0.0138%
$969,718.4206
Breeden Richard Cdirector
13292143
9.9307%
$697.7M60+6.95%
COBB WILLIAM CPresident and CEO
496749
0.3711%
$26.07M25+15.93%
Gerard Robert Adirector
276406
0.2065%
$14.51M80+17.1%
YABUKI JEFFERY WExecutive VP and COO
151640
0.1133%
$7.96M06
Macfarlane Gregory JSVP, U.S. Retail Prods & Ops
121707
0.0909%
$6.39M21+16.86%
Brown JeffreyChief Accounting and Risk Offi
98386
0.0735%
$5.16M15+22.4%
Orosco Karen APres., Global Consumer Tax & S
89733
0.067%
$4.71M01
GERKE THOMAS AGen. Counsel & Chief Admin Off
85482
0.0639%
$4.49M010
SEIP TOM Ddirector
84771
0.0633%
$4.45M23<0.0001%
LEWIS DAVID Bdirector
74083
0.0553%
$3.89M22<0.0001%
Johnson Richard Adirector
68729
0.0513%
$3.61M10+56.23%
HALE ROGER Wdirector
66301
0.0495%
$3.48M02
Houseworth JasonPresident, US Tax Product Str
56921
0.0425%
$2.99M03
Nadon StevenPres., Consumer Fin'l Services
56241
0.042%
$2.95M01
DUBRISH ROBERT EPresident and CEO, Option One
44791
0.0335%
$2.35M05
WRIGHT JAMES Fdirector
40676
0.0304%
$2.14M11+16.17%
TRUBECK WILLIAM LExecutive VP and CFO
38000
0.0284%
$1.99M20<0.0001%
ECTON DONNA Rdirector
31629
0.0236%
$1.66M04
COTRONEO FRANK JSenior Vice President and CFO
27859
0.0208%
$1.46M01
ROHDE BRUCEdirector
20908
0.0156%
$1.1M10+25.06%
NYGAARD BRIAN LPresident and CEO, HRBFA
18000
0.0134%
$944,820.0001
Collins Kathryn MSVP, Chief Mktg & Strat Off
17372
0.013%
$911,874.6002
ANDREWS CHARLES ELLIOTTPresident, RSM McGladrey
15000
0.0112%
$787,350.0010<0.0001%
BENNETT ALAN MPresident and CEO
14886
0.0111%
$781,365.6710+11.52%
ALLANSON THOMAS APresident, Digital
12584
0.0094%
$660,534.1602
MCDOUGALL LINDA MVice President, Communications
12121
0.0091%
$636,250.9713<0.0001%
BLOCH THOMAS Mdirector
10600
0.0079%
$556,394.00046
CHOATE JERRY Ddirector
10000
0.0075%
$524,900.0010<0.0001%
Lauer Len Jdirector
10000
0.0075%
$524,900.0010+2.13%
COLEMAN MELANIE KVP and Corporate Controller
5689
0.0043%
$298,615.1802
Brown Paul Jdirector
5700
0.0043%
$299,193.0030+12.98%
WILSON BRET GVice President and Secretary
5409
0.004%
$283,936.52010
WEINBERGER ROBERT AVP, Government Relations
4322
0.0032%
$226,861.7802
REICH VICTORIAdirector
3500
0.0026%
$183,715.0010+19.98%
INGRAHAM JAMES HSenior VP and General Counsel
2576
0.0019%
$135,214.2401
MERTZ TIMOTHY RVice President, Corporate Tax
2253
0.0017%
$118,259.9703
West MarcPresident, Commercial Markets
1961
0.0015%
$102,921.8712<0.0001%
Mazzini PhilPresident, Retail Tax
2068
0.0015%
$108,549.3210+20.33%
Agar Richard KSVP and CIO
1162
0.0009%
$60,985.9810+16.57%
Wood Christianna
0
0%
$021+0.48%
*Gray background shows insiders who have made transactions during last year

Historical Insider Profitability vs. Competitors

$12,425
2
-58.91%
$5.42M

HRB Institutional Investors: Active Positions

Increased Positions307+55.32%12M+9.5%
Decreased Positions234-42.16%10M-7.84%
New Positions87New3MNew
Sold Out Positions68Sold Out1MSold Out
Total Postitions628+13.15%126M+1.66%

HRB Ownership Change vs Market

Institutional Investor Ownership

Top Shareholders
Top Buyers
Top Sellers
New Shareholders
Sold-Out Shareholders
Active Shareholders
Blackrock, Inc.$825,813.0012.27%16.44M+263,739+1.63%2024-12-31
Fmr Llc$723,764.0010.75%14.41M-5M-23.89%2024-12-31
Vanguard Group Inc$715,942.0010.64%14.25M+35,945+0.25%2024-12-31
Charles Schwab Investment Management Inc$262,174.003.9%5.22M+282,633+5.72%2024-12-31
Fuller & Thaler Asset Management, Inc.$236,176.003.51%4.7M+523,353+12.53%2024-12-31
State Street Corp$230,778.003.43%4.59M+103,055+2.29%2024-12-31
Boston Partners$226,063.003.36%4.5M+2M+58.46%2024-12-31
Pacer Advisors, Inc.$137,389.002.04%2.74M+476,892+21.12%2024-12-31
Geode Capital Management, Llc$130,637.001.94%2.6M-14,169-0.54%2024-12-31
Lazard Asset Management Llc$129,846.001.93%2.59M+695,581+36.81%2024-12-31

Financial Ratios

Summary
Comparison with Competitors

Analyst Recommendations

Analyst Price Targets

Prismo does not provide financial advice and does not issue recommendations or offers to buy stock or sell any security.
Information is provided 'as-is' and solely for informational purposes and is not advice. Prismo does not bear any responsibility for any losses or damage that may occur as a result of reliance on this data.