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 |
|---|---|---|---|---|---|---|---|
| Logerwell Kellie J | VP & Chief Acct Officer | Tax Withholding | 793 | $30.91 | $24,512 | 5,174 | Jun 30, 2017 |
| Bowen Tony G | Chief Financial Officer | Award / Grant | 6,471 | — | — | 32,282 | Jun 30, 2017 |
| WRIGHT JAMES F | — | Sale | 10,000 | $30.67 | $306,700 | 40,676 | Jun 28, 2017 |
| COBB WILLIAM C | President and CEO | Sale | 188,975 | $31.43 | $5,939,484 | 551,458 | Jun 27, 2017 |
| Collins Kathryn M | SVP, Chief Mktg & Strat Off | Sale | 7,000 | $30.36 | $212,520 | 20,534 | Jun 20, 2017 |
| COBB WILLIAM C | President and CEO | Sale | 250,000 | $30.84 | $7,710,000 | 551,458 | Jun 20, 2017 |
| LEWIS DAVID B | — | Option Exercise | 8,000 | $23.37 | $186,960 | 82,083 | Jun 19, 2017 |
| SEIP TOM D | — | Option Exercise | 8,000 | $23.37 | $186,960 | 91,071 | Jun 15, 2017 |
| GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Award / Grant | 13,526 | — | — | 122,520 | Jun 7, 2017 |
| Collins Kathryn M | SVP, Chief Mktg & Strat Off | Award / Grant | 6,441 | — | — | 27,534 | Jun 7, 2017 |
| COBB WILLIAM C | President and CEO | Gift | 15,000 | — | — | — | Jun 7, 2017 |
| Bowen Tony G | Chief Financial Officer | Award / Grant | 2,302 | — | — | 25,811 | Jun 7, 2017 |
| Macfarlane Gregory J | SVP, U.S. Retail Prods & Ops | Tax Withholding | 1,728 | $22.95 | $39,658 | 120,260 | Dec 9, 2016 |
| GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Tax Withholding | 1,728 | $22.95 | $39,658 | 108,502 | Dec 9, 2016 |
| WRIGHT JAMES F | — | Award / Grant | 6,367 | — | — | 49,524 | Sep 8, 2016 |
| Wood Christianna | — | Award / Grant | 6,367 | — | — | 63,475 | Sep 8, 2016 |
| SEIP TOM D | — | Award / Grant | 6,367 | — | — | 81,090 | Sep 8, 2016 |
| ROHDE BRUCE | — | Award / Grant | 6,367 | — | — | 62,521 | Sep 8, 2016 |
| REICH VICTORIA | — | Award / Grant | 6,367 | — | — | 39,524 | Sep 8, 2016 |
| LEWIS DAVID B | — | Award / Grant | 6,367 | — | — | 72,102 | Sep 8, 2016 |
| Gerard Robert A | — | Award / Grant | 15,149 | — | — | 126,971 | Sep 8, 2016 |
| Brown Paul J | — | Award / Grant | 6,367 | — | — | 45,224 | Sep 8, 2016 |
| Archon Angela N | — | Award / Grant | 9,507 | — | — | 9,507 | Sep 8, 2016 |
| Johnson Richard A | — | Award / Grant | 6,367 | — | — | 10,614 | Sep 8, 2016 |
| Macfarlane Gregory J | SVP, U.S. Retail Prods & Ops | Purchase | 4,618 | $21.65 | $99,980 | 121,707 | Sep 1, 2016 |
| Macfarlane Gregory J | SVP, U.S. Retail Prods & Ops | Award / Grant | 10,038 | — | — | 117,089 | Jul 18, 2016 |
| Logerwell Kellie J | VP & Chief Acct Officer | Award / Grant | 1,673 | — | — | 4,254 | Jul 18, 2016 |
| Houseworth Jason | Chief Innovation Officer | Award / Grant | 7,529 | — | — | 70,450 | Jul 18, 2016 |
| GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Award / Grant | 9,202 | — | — | 109,965 | Jul 18, 2016 |
| Collins Kathryn M | SVP, Chief Marketing Officer | Award / Grant | 5,019 | — | — | 20,395 | Jul 18, 2016 |
| COBB WILLIAM C | President and CEO | Award / Grant | 46,006 | — | — | 711,769 | Jul 18, 2016 |
| Bowen Tony G | Chief Financial Officer | Award / Grant | 7,529 | — | — | 23,208 | Jul 18, 2016 |
| Logerwell Kellie J | VP & Chief Acct Officer | Tax Withholding | 2 | $23.38 | $47 | 2,581 | Jul 1, 2016 |
| Brown Jeffrey | Chief Accounting and Risk Offi | Tax Withholding | 48 | $23.38 | $1,122 | 98,473 | Jul 1, 2016 |
| Bowen Tony G | Chief Financial Officer | Tax Withholding | 12 | $23.38 | $281 | 15,002 | Jul 1, 2016 |
| GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Award / Grant | 210 | — | — | 100,845 | Jul 1, 2016 |
| Macfarlane Gregory J | SVP, U.S. Retail Prods & Ops | Award / Grant | 210 | — | — | 107,133 | Jul 1, 2016 |
| Houseworth Jason | Chief Innovation Officer | Award / Grant | 105 | — | — | 62,963 | Jul 1, 2016 |
| Collins Kathryn M | SVP, Chief Marketing Officer | Award / Grant | 23 | — | — | 14,940 | Jul 1, 2016 |
| COBB WILLIAM C | President and CEO | Award / Grant | 943 | — | — | 666,279 | Jul 1, 2016 |
| Brown Jeffrey | Chief Accounting and Risk Offi | Sale | 16,067 | $22.86 | $367,292 | 98,386 | Jun 30, 2016 |
| Macfarlane Gregory J | SVP, U.S. Retail Prods & Ops | Tax Withholding | 10,387 | $23.00 | $238,901 | 106,687 | Jun 30, 2016 |
| Houseworth Jason | Chief Innovation Officer | Tax Withholding | 5,565 | $23.00 | $127,995 | 62,759 | Jun 30, 2016 |
| GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Tax Withholding | 10,254 | $23.00 | $235,842 | 100,408 | Jun 30, 2016 |
| Collins Kathryn M | SVP, Chief Marketing Officer | Tax Withholding | 2,000 | $23.00 | $46,000 | 14,851 | Jun 30, 2016 |
| COBB WILLIAM C | President and CEO | Tax Withholding | 60,803 | $23.00 | $1,398,469 | 663,547 | Jun 30, 2016 |
| Bowen Tony G | Chief Financial Officer | Tax Withholding | 1,809 | $23.00 | $41,607 | 14,939 | Jun 30, 2016 |
| Brown Jeffrey | Chief Accounting and Risk Offi | Sale | 105,896 | $21.83 | $2,311,710 | 102,446 | Jun 27, 2016 |
| Gerard Robert A | — | Purchase | 2,000 | $23.33 | $46,660 | 8,000 | Jun 16, 2016 |
| Brown Paul J | — | Purchase | 2,500 | $23.97 | $59,925 | 5,700 | Jun 13, 2016 |