H&R BLOCK INC — Insider Transactions
Form 4 filings by directors, officers, and 10%+ shareholders
SEC rules require corporate insiders — including directors, executive officers, and any shareholder owning more than 10% of a company's shares — to report changes in their ownership within two business days of a transaction. These disclosures are filed as Form 4. Open-market purchases (code P) are generally considered the most meaningful signal, as insiders are spending their own money.
| Insider | Title | Type | Shares | Price | Value | Owns After | Date |
|---|---|---|---|---|---|---|---|
| Redler Dara S | Chief Legal Officer | Tax Withholding | 3,262 | $46.38 | $151,292 | 30,885 | Feb 1, 2024 |
| Bowen Tony G | Chief Financial Officer | Sale | 46,892 | $47.10 | $2,208,613 | 125,591 | Nov 27, 2023 |
| Mends Mia | — | Award / Grant | 4,540 | — | — | 20,157 | Nov 3, 2023 |
| Johnson Richard A | — | Award / Grant | 4,540 | — | — | 74,300 | Nov 3, 2023 |
| Winter Matthew E | — | Award / Grant | 4,540 | — | — | 49,216 | Nov 3, 2023 |
| REICH VICTORIA | — | Award / Grant | 4,540 | — | — | 103,508 | Nov 3, 2023 |
| Piazza Yolande G | — | Award / Grant | 4,540 | — | — | 28,187 | Nov 3, 2023 |
| Gupta Anuradha | — | Award / Grant | 4,540 | — | — | 34,236 | Nov 3, 2023 |
| Gerard Robert A | — | Award / Grant | 9,318 | — | — | 290,330 | Nov 3, 2023 |
| Cohan Sean | — | Award / Grant | 4,540 | — | — | 20,157 | Nov 3, 2023 |
| Logerwell Kellie J | VP & Chief Acct Officer | Sale | 8,000 | $39.61 | $316,880 | 27,721 | Sep 11, 2023 |
| Redler Dara S | Chief Legal Officer | Award / Grant | 9,193 | — | — | 34,857 | Aug 31, 2023 |
| Logerwell Kellie J | VP & Chief Acct Officer | Tax Withholding | 998 | $39.98 | $39,900 | 35,721 | Aug 31, 2023 |
| Jones Jeffrey J II | President & CEO | Award / Grant | 61,281 | — | — | 873,431 | Aug 31, 2023 |
| Bowen Tony G | Chief Financial Officer | Tax Withholding | 6,134 | $39.98 | $245,237 | 172,207 | Aug 31, 2023 |
| Jones Jeffrey J II | President & CEO | Sale | 91,192 | $38.00 | $3,465,296 | 812,150 | Aug 16, 2023 |
| Logerwell Kellie J | VP & Chief Acct Officer | Award / Grant | 26,353 | — | — | 46,206 | Jul 19, 2023 |
| Jones Jeffrey J II | President & CEO | Tax Withholding | 262,606 | $33.61 | $8,826,188 | 903,342 | Jul 19, 2023 |
| Bowen Tony G | Chief Financial Officer | Tax Withholding | 61,551 | $33.61 | $2,068,729 | 162,583 | Jul 19, 2023 |
| Logerwell Kellie J | VP & Chief Acct Officer | Tax Withholding | 6 | $31.10 | $187 | 19,853 | Jul 7, 2023 |
| Jones Jeffrey J II | President & CEO | Tax Withholding | 123 | $31.10 | $3,825 | 586,245 | Jul 7, 2023 |
| Bowen Tony G | Chief Financial Officer | Tax Withholding | 29 | $31.10 | $902 | 87,110 | Jul 7, 2023 |
| Logerwell Kellie J | VP & Chief Acct Officer | Tax Withholding | 617 | $31.87 | $19,664 | 19,798 | Jun 30, 2023 |
| Jones Jeffrey J II | President & CEO | Tax Withholding | 13,053 | $31.87 | $415,999 | 583,475 | Jun 30, 2023 |
| Bowen Tony G | Chief Financial Officer | Tax Withholding | 3,060 | $31.87 | $97,522 | 86,781 | Jun 30, 2023 |
| Johnson Richard A | — | Purchase | 10,000 | $29.54 | $295,400 | 68,729 | May 19, 2023 |
| Gerard Robert A | — | Purchase | 500 | $32.13 | $16,065 | 276,406 | May 11, 2023 |
| Redler Dara S | Chief Legal Officer | Tax Withholding | 3,327 | $39.46 | $131,283 | 25,287 | Feb 1, 2023 |
| Jones Jeffrey J II | President & CEO | Sale | 18,009 | $42.11 | $758,359 | 657,977 | Dec 14, 2022 |
| Winter Matthew E | — | Award / Grant | 4,679 | — | — | 43,260 | Nov 4, 2022 |
| REICH VICTORIA | — | Award / Grant | 4,679 | — | — | 95,798 | Nov 4, 2022 |
| Piazza Yolande G | — | Award / Grant | 4,679 | — | — | 22,897 | Nov 4, 2022 |
| Mends Mia | — | Award / Grant | 4,679 | — | — | 15,122 | Nov 4, 2022 |
| Johnson Richard A | — | Award / Grant | 4,679 | — | — | 57,865 | Nov 4, 2022 |
| Gupta Anuradha | — | Award / Grant | 4,679 | — | — | 28,754 | Nov 4, 2022 |
| Gerard Robert A | — | Award / Grant | 9,603 | — | — | 271,830 | Nov 4, 2022 |
| Cohan Sean | — | Award / Grant | 4,679 | — | — | 15,122 | Nov 4, 2022 |
| Gerard Robert A | — | Purchase | 500 | $37.89 | $18,945 | 262,227 | Nov 3, 2022 |
| Orosco Karen A | Pres., Global Consumer Tax & S | Sale | 50,000 | $45.00 | $2,250,000 | 89,733 | Sep 7, 2022 |
| Orosco Karen A | Pres., Global Consumer Tax & S | Award / Grant | 13,223 | — | — | 142,981 | Aug 31, 2022 |
| Redler Dara S | Chief Legal Officer | Award / Grant | 7,389 | — | — | 28,236 | Aug 31, 2022 |
| Orosco Karen A | Pres., Global Consumer Tax & S | Tax Withholding | 3,248 | $45.00 | $146,160 | 136,622 | Aug 31, 2022 |
| Logerwell Kellie J | VP & Chief Acct Officer | Award / Grant | 2,100 | — | — | 20,891 | Aug 31, 2022 |
| Jones Jeffrey J II | President & CEO | Tax Withholding | 13,861 | $45.00 | $623,745 | 674,009 | Aug 31, 2022 |
| Bowen Tony G | Chief Financial Officer | Tax Withholding | 3,986 | $45.00 | $179,370 | 89,031 | Aug 31, 2022 |
| Logerwell Kellie J | VP & Chief Acct Officer | Sale | 6,500 | $48.77 | $317,005 | 18,791 | Aug 18, 2022 |
| Bowen Tony G | Chief Financial Officer | Sale | 64,741 | $48.35 | $3,130,227 | 79,794 | Aug 18, 2022 |
| Wood Christianna | — | Sale | 7,392 | $46.96 | $347,128 | — | Aug 16, 2022 |
| Bowen Tony G | Chief Financial Officer | Award / Grant | 52,237 | — | — | 168,110 | Aug 12, 2022 |
| Logerwell Kellie J | VP & Chief Acct Officer | Award / Grant | 10,048 | — | — | 29,828 | Aug 12, 2022 |