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 $14.92M 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 | VP & Chief Acct Officer | 8,000 0.0057% | $64.41 | $515,281 | -5.66% | ||
2024-09-03 | Sale | President & CEO | 9,722 0.007% | $63.07 | $613,167 | -2.78% | ||
2024-08-19 | Sale | Chief Financial Officer | 79,259 0.0567% | $65.17 | $5.17M | -5.38% | ||
2024-08-19 | Sale | VP & Chief Acct Officer | 9,846 0.007% | $65.00 | $639,990 | -5.38% | ||
2024-08-19 | Sale | Chief Legal Officer | 9,100 0.0064% | $64.10 | $583,310 | -5.38% | ||
2024-07-01 | Sale | President & CEO | 44,975 0.0328% | $54.55 | $2.45M | 0.00% | ||
2024-02-23 | Sale | President & CEO | 85,921 0.0617% | $49.21 | $4.23M | +9.14% | ||
2024-02-15 | Sale | President & CEO | 14,938 0.0109% | $48.02 | $717,353 | +12.05% | ||
2023-11-27 | Sale | Chief Financial Officer | 46,892 0.0329% | $47.10 | $2.21M | +5.73% | ||
2023-09-11 | Sale | VP & Chief Acct Officer | 8,000 0.0054% | $39.61 | $316,845 | +19.37% | ||
2023-08-16 | Sale | President & CEO | 91,192 0.0587% | $38.00 | $3.47M | +21.03% | ||
2023-05-19 | director | 10,000 0.0065% | $29.54 | $295,380 | +54.81% | |||
2023-05-11 | director | 500 0.0003% | $32.13 | $16,064 | +41.21% | |||
2022-12-14 | Sale | President & CEO | 66,000 0.0431% | $42.07 | $2.78M | -11.24% | ||
2022-12-13 | Sale | President & CEO | 18,009 0.0118% | $42.11 | $758,424 | -10.77% | ||
2022-11-03 | director | 500 0.0003% | $37.89 | $18,946 | -4.33% | |||
2022-09-07 | Sale | Pres., Global Consumer Tax & S | 50,000 0.0314% | $45.00 | $2.25M | -16.91% | ||
2022-08-18 | Sale | Chief Financial Officer | 64,741 0.0406% | $48.35 | $3.13M | -22.41% | ||
2022-08-18 | Sale | VP & Chief Acct Officer | 6,500 0.0041% | $48.77 | $316,973 | -22.41% | ||
2022-08-16 | Sale | 7,392 0.0046% | $46.96 | $347,129 | -20.89% |
Jones Jeffrey J II | President & CEO | 893169 0.6517% | $55.93 | 2 | 7 | +49.37% |
Bowen Tony G | Chief Financial Officer | 90095 0.0657% | $55.93 | 0 | 3 | |
Redler Dara S | Chief Legal Officer | 22066 0.0161% | $55.93 | 0 | 1 | |
Logerwell Kellie J | VP & Chief Acct Officer | 18474 0.0135% | $55.93 | 0 | 6 | |
Breeden Richard C | director | 13292143 9.699% | $55.93 | 6 | 0 | +6.96% |
COBB WILLIAM C | President and CEO | 496749 0.3625% | $55.93 | 2 | 5 | +15.88% |
Gerard Robert A | director | 276406 0.2017% | $55.93 | 8 | 0 | +17.12% |
YABUKI JEFFERY W | Executive VP and COO | 151640 0.1106% | $55.93 | 0 | 6 | |
Macfarlane Gregory J | SVP, U.S. Retail Prods & Ops | 121707 0.0888% | $55.93 | 2 | 1 | +16.88% |
Brown Jeffrey | Chief Accounting and Risk Offi | 98386 0.0718% | $55.93 | 1 | 5 | +22.35% |
Orosco Karen A | Pres., Global Consumer Tax & S | 89733 0.0655% | $55.93 | 0 | 1 | |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 85482 0.0624% | $55.93 | 0 | 10 | |
SEIP TOM D | director | 84771 0.0619% | $55.93 | 2 | 3 | <0.0001% |
LEWIS DAVID B | director | 74083 0.0541% | $55.93 | 2 | 2 | <0.0001% |
Johnson Richard A | director | 68729 0.0502% | $55.93 | 1 | 0 | +54.81% |
HALE ROGER W | director | 66301 0.0484% | $55.93 | 0 | 2 | |
Houseworth Jason | President, US Tax Product Str | 56921 0.0415% | $55.93 | 0 | 3 | |
Nadon Steven | Pres., Consumer Fin'l Services | 56241 0.041% | $55.93 | 0 | 1 | |
DUBRISH ROBERT E | President and CEO, Option One | 44791 0.0327% | $55.93 | 0 | 5 | |
WRIGHT JAMES F | director | 40676 0.0297% | $55.93 | 1 | 1 | +16.18% |
TRUBECK WILLIAM L | Executive VP and CFO | 38000 0.0277% | $55.93 | 2 | 0 | <0.0001% |
ECTON DONNA R | director | 31629 0.0231% | $55.93 | 0 | 4 | |
COTRONEO FRANK J | Senior Vice President and CFO | 27859 0.0203% | $55.93 | 0 | 1 | |
ROHDE BRUCE | director | 20908 0.0153% | $55.93 | 1 | 0 | +25.05% |
NYGAARD BRIAN L | President and CEO, HRBFA | 18000 0.0131% | $55.93 | 0 | 1 | |
Collins Kathryn M | SVP, Chief Mktg & Strat Off | 17372 0.0127% | $55.93 | 0 | 2 | |
BENNETT ALAN M | President and CEO | 14886 0.0109% | $55.93 | 1 | 0 | +11.49% |
ANDREWS CHARLES ELLIOTT | President, RSM McGladrey | 15000 0.0109% | $55.93 | 1 | 0 | <0.0001% |
ALLANSON THOMAS A | President, Digital | 12584 0.0092% | $55.93 | 0 | 2 | |
MCDOUGALL LINDA M | Vice President, Communications | 12121 0.0088% | $55.93 | 1 | 3 | <0.0001% |
BLOCH THOMAS M | director | 10600 0.0077% | $55.93 | 0 | 46 | |
CHOATE JERRY D | director | 10000 0.0073% | $55.93 | 1 | 0 | <0.0001% |
Lauer Len J | director | 10000 0.0073% | $55.93 | 1 | 0 | +2.16% |
COLEMAN MELANIE K | VP and Corporate Controller | 5689 0.0042% | $55.93 | 0 | 2 | |
Brown Paul J | director | 5700 0.0042% | $55.93 | 3 | 0 | +12.97% |
WILSON BRET G | Vice President and Secretary | 5409 0.0039% | $55.93 | 0 | 10 | |
WEINBERGER ROBERT A | VP, Government Relations | 4322 0.0032% | $55.93 | 0 | 2 | |
REICH VICTORIA | director | 3500 0.0026% | $55.93 | 1 | 0 | +20% |
INGRAHAM JAMES H | Senior VP and General Counsel | 2576 0.0019% | $55.93 | 0 | 1 | |
MERTZ TIMOTHY R | Vice President, Corporate Tax | 2253 0.0016% | $55.93 | 0 | 3 | |
Mazzini Phil | President, Retail Tax | 2068 0.0015% | $55.93 | 1 | 0 | +20.27% |
West Marc | President, Commercial Markets | 1961 0.0014% | $55.93 | 1 | 2 | <0.0001% |
Agar Richard K | SVP and CIO | 1162 0.0008% | $55.93 | 1 | 0 | +16.58% |
Wood Christianna | 0 0% | $55.93 | 2 | 1 | +0.47% |
Fidelity Investments | $1.02B | 14.9 | 20.79M | -3.69% | -$39.17M | 0.07 | |
BlackRock | $816.76M | 11.92 | 16.63M | -7% | -$61.47M | 0.02 | |
The Vanguard Group | $699.41M | 10.21 | 14.24M | -2.73% | -$19.63M | 0.01 | |
State Street | $271.64M | 3.94 | 5.5M | +0.52% | +$1.41M | 0.01 | |
LAZARD ASSET MANAGEMENT LLC | $240.61M | 3.51 | 4.9M | +3.41% | +$7.94M | 0.32 | |
Charles Schwab | $228.63M | 3.34 | 4.66M | +23.27% | +$43.16M | 0.05 | |
Wellington Management Company | $165.68M | 2.42 | 3.37M | +5.42% | +$8.53M | 0.03 | |
Boston Partners | $160.61M | 2.34 | 3.27M | +30.21% | +$37.26M | 0.19 | |
Fuller & Thaler Asset Management, Inc. | $155M | 2.26 | 3.16M | +20.46% | +$26.32M | 0.68 | |
Geode Capital Management | $128.77M | 1.88 | 2.62M | +12.07% | +$13.86M | 0.01 | |
Dimensional Fund Advisors | $120.84M | 1.76 | 2.46M | -0.37% | -$445,575.10 | 0.03 | |
Northern Trust | $98.39M | 1.44 | 2M | -9.7% | -$10.57M | 0.02 | |
Arrowstreet Capital, Limited Partnership | $88.74M | 1.3 | 1.81M | +2.16% | +$1.88M | 0.08 | |
Pacer Advisors Inc | $88.34M | 1.29 | 1.8M | +14.28% | +$11.04M | 0.22 | |
BNY Mellon | $86.55M | 1.26 | 1.76M | -6.61% | -$6.12M | 0.02 | |
LSV Asset Management | $79.38M | 1.16 | 1.62M | -3.83% | -$3.16M | 0.17 | |
AQR Capital | $74.73M | 1.09 | 1.53M | -33.67% | -$37.93M | 0.12 | |
Citadel Advisors LLC | $74.01M | 1.08 | 1.51M | +93.79% | +$35.82M | 0.04 | |
Royal Bank of Canada | $63.11M | 0.92 | 1.29M | +31.12% | +$14.98M | 0.02 | |
Morgan Stanley | $55.2M | 0.81 | 1.12M | +7.73% | +$3.96M | <0.01 | |
Invesco | $53.64M | 0.78 | 1.09M | +95.75% | +$26.24M | 0.01 | |
Newedge Wealth Llc | $45.36M | 0.68 | 944,344 | -16.72% | -$9.11M | 1.03 | |
Voloridge Investment Management, LLC | $42.69M | 0.62 | 869,209 | +94.01% | +$20.68M | 0.16 | |
Nuveen | $42.16M | 0.62 | 858,494 | +1.23% | +$510,874.07 | 0.01 | |
Squarepoint Ops LLC | $41.12M | 0.6 | 837,209 | +3,489.01% | +$39.97M | 0.15 | |
Goldman Sachs | $38.15M | 0.56 | 776,920 | -29.04% | -$15.61M | 0.01 | |
Clark Capital Management Group | $35.33M | 0.52 | 719,371 | +62.14% | +$13.54M | 0.27 | |
JPMorgan Chase | $32.87M | 0.48 | 669,256 | +9.75% | +$2.92M | <0.01 | |
Victory Capital Management Inc | $32.34M | 0.47 | 658,506 | +73.33% | +$13.68M | 0.03 | |
Blue Whale Capital Llp | $31.92M | 0.47 | 650,000 | +60.49% | +$12.03M | 3.37 | |
D. E. Shaw & Co. | $30.51M | 0.45 | 621,214 | -40.19% | -$20.5M | 0.03 | |
CalPERS | $29.21M | 0.43 | 594,730 | +7.91% | +$2.14M | 0.02 | |
Bank of America | $28.94M | 0.42 | 589,362 | +23.96% | +$5.59M | <0.01 | |
T. Rowe Price | $28.5M | 0.42 | 580,227 | +576.49% | +$24.28M | <0.01 | |
Robeco Institutional Asset Management B.V. | $26.92M | 0.39 | 548,196 | +15.1% | +$3.53M | 0.06 | |
RhumbLine Advisers | $22.04M | 0.32 | 448,791 | -6.52% | -$1.54M | 0.02 | |
Man Group Plc | $18.97M | 0.28 | 386,243 | -31.63% | -$8.77M | 0.05 | |
Retirement Systems of Alabama | $17.62M | 0.26 | 358,826 | -1.39% | -$248,643.93 | 0.07 | |
Bridgewater Associates | $16.98M | 0.25 | 345,707 | -9.27% | -$1.73M | 0.09 | |
Ubs Asset Management Americas Inc | $16.29M | 0.24 | 331,637 | -3.34% | -$563,438.99 | 0.01 | |
SEI Investments Company | $15.08M | 0.22 | 307,014 | +49.56% | +$5M | 0.02 | |
Schroder Investment Management Group | $14.49M | 0.21 | 295,101 | -8.06% | -$1.27M | 0.02 | |
Swiss National Bank | $13.96M | 0.2 | 284,300 | -1.32% | -$186,618.00 | 0.01 | |
Sound Income Strategies | $13.39M | 0.2 | 272,595 | -5.4% | -$763,806.89 | 1.09 | |
Voya Investment Management LLC | $12.62M | 0.18 | 257,037 | -3.96% | -$520,058.05 | 0.01 | |
First Trust | $12.61M | 0.18 | 256,835 | -24.29% | -$4.05M | 0.01 | |
SEB | $12.51M | 0.18 | 254,800 | +284.89% | +$9.26M | 0.06 | |
Legal & General | $12.18M | 0.18 | 248,085 | -1.79% | -$222,419.22 | <0.01 | |
UBS | $11.85M | 0.17 | 241,304 | +9.54% | +$1.03M | <0.01 | |
EP Wealth Advisors, Inc | $8.58M | 0.17 | 235,108 | +108,244.7% | +$8.58M | 2.33 |