Buys | $0 | 0 | 0 |
Sells | $9,970,539 | 6 | 100 |
Redler Dara S | Chief Legal Officer | 0 | $0 | 1 | $583,310 | $-583,310 |
Logerwell Kellie J | VP & Chief Acct Officer | 0 | $0 | 2 | $1.16M | $-1.16M |
Jones Jeffrey J II | President & CEO | 0 | $0 | 2 | $3.07M | $-3.07M |
Bowen Tony G | Chief Financial Officer | 0 | $0 | 1 | $5.17M | $-5.17M |
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.
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.
2024-09-16 | Sale | Logerwell Kellie J | VP & Chief Acct Officer | 8,000 0.0057% | $64.41 | $515,281 | -13.31% | |
2024-09-03 | Sale | Jones Jeffrey J II | President & CEO | 9,722 0.007% | $63.07 | $613,167 | -9.99% | |
2024-08-19 | Sale | Bowen Tony G | Chief Financial Officer | 79,259 0.0567% | $65.17 | $5.17M | -11.16% | |
2024-08-19 | Sale | Logerwell Kellie J | VP & Chief Acct Officer | 9,846 0.007% | $65.00 | $639,990 | -11.16% | |
2024-08-19 | Sale | Redler Dara S | Chief Legal Officer | 9,100 0.0064% | $64.10 | $583,310 | -11.16% | |
2024-07-01 | Sale | Jones Jeffrey J II | President & CEO | 44,975 0.0328% | $54.55 | $2.45M | +3.63% | |
2024-02-23 | Sale | Jones Jeffrey J II | President & CEO | 85,921 0.0617% | $49.21 | $4.23M | +13.34% | |
2024-02-15 | Sale | Jones Jeffrey J II | President & CEO | 14,938 0.0109% | $48.02 | $717,353 | +17.06% | |
2023-11-27 | Sale | Bowen Tony G | Chief Financial Officer | 46,892 0.0329% | $47.10 | $2.21M | +11.68% | |
2023-09-11 | Sale | Logerwell Kellie J | VP & Chief Acct Officer | 8,000 0.0054% | $39.61 | $316,845 | +21.26% | |
2023-08-16 | Sale | Jones Jeffrey J II | President & CEO | 91,192 0.0587% | $38.00 | $3.47M | +23.72% | |
2023-05-19 | Johnson Richard A | director | 10,000 0.0065% | $29.54 | $295,380 | +56.23% | ||
2023-05-11 | Gerard Robert A | director | 500 0.0003% | $32.13 | $16,064 | +41.24% | ||
2022-12-14 | Sale | Jones Jeffrey J II | President & CEO | 66,000 0.0431% | $42.07 | $2.78M | -11.28% | |
2022-12-13 | Sale | Jones Jeffrey J II | President & CEO | 18,009 0.0118% | $42.11 | $758,424 | -10.81% | |
2022-11-03 | Gerard Robert A | director | 500 0.0003% | $37.89 | $18,946 | -4.37% | ||
2022-09-07 | Sale | Orosco Karen A | Pres., Global Consumer Tax & S | 50,000 0.0314% | $45.00 | $2.25M | -16.95% | |
2022-08-18 | Sale | Bowen Tony G | Chief Financial Officer | 64,741 0.0406% | $48.35 | $3.13M | -22.43% | |
2022-08-18 | Sale | Logerwell Kellie J | VP & Chief Acct Officer | 6,500 0.0041% | $48.77 | $316,973 | -22.43% | |
2022-08-16 | Sale | Wood Christianna | 7,392 0.0046% | $46.96 | $347,129 | -20.93% |
Jones Jeffrey J II | President & CEO | 893169 0.6673% | $46.88M | 2 | 7 | +49.34% |
Bowen Tony G | Chief Financial Officer | 90095 0.0673% | $4.73M | 0 | 3 | |
Redler Dara S | Chief Legal Officer | 22066 0.0165% | $1.16M | 0 | 1 | |
Logerwell Kellie J | VP & Chief Acct Officer | 18474 0.0138% | $969,718.42 | 0 | 6 | |
Breeden Richard C | director | 13292143 9.9307% | $697.7M | 6 | 0 | +6.95% |
COBB WILLIAM C | President and CEO | 496749 0.3711% | $26.07M | 2 | 5 | +15.93% |
Gerard Robert A | director | 276406 0.2065% | $14.51M | 8 | 0 | +17.1% |
YABUKI JEFFERY W | Executive VP and COO | 151640 0.1133% | $7.96M | 0 | 6 | |
Macfarlane Gregory J | SVP, U.S. Retail Prods & Ops | 121707 0.0909% | $6.39M | 2 | 1 | +16.86% |
Brown Jeffrey | Chief Accounting and Risk Offi | 98386 0.0735% | $5.16M | 1 | 5 | +22.4% |
Orosco Karen A | Pres., Global Consumer Tax & S | 89733 0.067% | $4.71M | 0 | 1 | |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 85482 0.0639% | $4.49M | 0 | 10 | |
SEIP TOM D | director | 84771 0.0633% | $4.45M | 2 | 3 | <0.0001% |
LEWIS DAVID B | director | 74083 0.0553% | $3.89M | 2 | 2 | <0.0001% |
Johnson Richard A | director | 68729 0.0513% | $3.61M | 1 | 0 | +56.23% |
HALE ROGER W | director | 66301 0.0495% | $3.48M | 0 | 2 | |
Houseworth Jason | President, US Tax Product Str | 56921 0.0425% | $2.99M | 0 | 3 | |
Nadon Steven | Pres., Consumer Fin'l Services | 56241 0.042% | $2.95M | 0 | 1 | |
DUBRISH ROBERT E | President and CEO, Option One | 44791 0.0335% | $2.35M | 0 | 5 | |
WRIGHT JAMES F | director | 40676 0.0304% | $2.14M | 1 | 1 | +16.17% |
TRUBECK WILLIAM L | Executive VP and CFO | 38000 0.0284% | $1.99M | 2 | 0 | <0.0001% |
ECTON DONNA R | director | 31629 0.0236% | $1.66M | 0 | 4 | |
COTRONEO FRANK J | Senior Vice President and CFO | 27859 0.0208% | $1.46M | 0 | 1 | |
ROHDE BRUCE | director | 20908 0.0156% | $1.1M | 1 | 0 | +25.06% |
NYGAARD BRIAN L | President and CEO, HRBFA | 18000 0.0134% | $944,820.00 | 0 | 1 | |
Collins Kathryn M | SVP, Chief Mktg & Strat Off | 17372 0.013% | $911,874.60 | 0 | 2 | |
ANDREWS CHARLES ELLIOTT | President, RSM McGladrey | 15000 0.0112% | $787,350.00 | 1 | 0 | <0.0001% |
BENNETT ALAN M | President and CEO | 14886 0.0111% | $781,365.67 | 1 | 0 | +11.52% |
ALLANSON THOMAS A | President, Digital | 12584 0.0094% | $660,534.16 | 0 | 2 | |
MCDOUGALL LINDA M | Vice President, Communications | 12121 0.0091% | $636,250.97 | 1 | 3 | <0.0001% |
BLOCH THOMAS M | director | 10600 0.0079% | $556,394.00 | 0 | 46 | |
CHOATE JERRY D | director | 10000 0.0075% | $524,900.00 | 1 | 0 | <0.0001% |
Lauer Len J | director | 10000 0.0075% | $524,900.00 | 1 | 0 | +2.13% |
COLEMAN MELANIE K | VP and Corporate Controller | 5689 0.0043% | $298,615.18 | 0 | 2 | |
Brown Paul J | director | 5700 0.0043% | $299,193.00 | 3 | 0 | +12.98% |
WILSON BRET G | Vice President and Secretary | 5409 0.004% | $283,936.52 | 0 | 10 | |
WEINBERGER ROBERT A | VP, Government Relations | 4322 0.0032% | $226,861.78 | 0 | 2 | |
REICH VICTORIA | director | 3500 0.0026% | $183,715.00 | 1 | 0 | +19.98% |
INGRAHAM JAMES H | Senior VP and General Counsel | 2576 0.0019% | $135,214.24 | 0 | 1 | |
MERTZ TIMOTHY R | Vice President, Corporate Tax | 2253 0.0017% | $118,259.97 | 0 | 3 | |
West Marc | President, Commercial Markets | 1961 0.0015% | $102,921.87 | 1 | 2 | <0.0001% |
Mazzini Phil | President, Retail Tax | 2068 0.0015% | $108,549.32 | 1 | 0 | +20.33% |
Agar Richard K | SVP and CIO | 1162 0.0009% | $60,985.98 | 1 | 0 | +16.57% |
Wood Christianna | 0 0% | $0 | 2 | 1 | +0.48% |
$12,425 | 2 | -58.91% | $5.42M |
Increased Positions | 307 | +55.32% | 12M | +9.5% |
Decreased Positions | 234 | -42.16% | 10M | -7.84% |
New Positions | 87 | New | 3M | New |
Sold Out Positions | 68 | Sold Out | 1M | Sold Out |
Total Postitions | 628 | +13.15% | 126M | +1.66% |
Blackrock, Inc. | $825,813.00 | 12.27% | 16.44M | +263,739 | +1.63% | 2024-12-31 |
Fmr Llc | $723,764.00 | 10.75% | 14.41M | -5M | -23.89% | 2024-12-31 |
Vanguard Group Inc | $715,942.00 | 10.64% | 14.25M | +35,945 | +0.25% | 2024-12-31 |
Charles Schwab Investment Management Inc | $262,174.00 | 3.9% | 5.22M | +282,633 | +5.72% | 2024-12-31 |
Fuller & Thaler Asset Management, Inc. | $236,176.00 | 3.51% | 4.7M | +523,353 | +12.53% | 2024-12-31 |
State Street Corp | $230,778.00 | 3.43% | 4.59M | +103,055 | +2.29% | 2024-12-31 |
Boston Partners | $226,063.00 | 3.36% | 4.5M | +2M | +58.46% | 2024-12-31 |
Pacer Advisors, Inc. | $137,389.00 | 2.04% | 2.74M | +476,892 | +21.12% | 2024-12-31 |
Geode Capital Management, Llc | $130,637.00 | 1.94% | 2.6M | -14,169 | -0.54% | 2024-12-31 |
Lazard Asset Management Llc | $129,846.00 | 1.93% | 2.59M | +695,581 | +36.81% | 2024-12-31 |