H&R Block, Inc.
A maker of tax preparation services, H&R Block helps everyday people file their returns through neighborhood offices, online software, and small-business services like Block Advisors and Wave. Brothers Henry and Richard Bloch started it in Kansas City in 1955 after the IRS stopped offering free tax help locally, so they ran a newspaper ad and were swamped. They spelled the name "Block" with a K so customers wouldn't mispronounce the family name "Bloch" as "blotch."
Granted 59.3K · Bought 7.29M
Granted 2.42M · Bought 15.0K · Sold 1.44M
Granted 2.34M · Bought 16.5K · Sold 689.8K
Granted 218.5K · Bought 32.0K
Granted 29.9K
Granted 13.8K · Sold 28.8K
Granted 157.3K · Sold 71.5K
Granted 90.1K · Bought 12.6K · Sold 12.6K
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Granted 401.0K · Bought 10.9K · Sold 265.8K
Granted 102.8K · Sold 16.0K
Granted 293.0K · Bought 5.0K · Sold 184.6K
Granted 74.7K · Bought 10.0K
Granted 67.6K · Bought 10.0K
Granted 96.9K · Sold 19.8K
Granted 169.1K · Sold 50.0K
Granted 465.7K · Sold 190.9K
Granted 476.6K · Sold 240.3K
Granted 64.1K · Bought 5.7K
Granted 48.1K · Sold 32.0K
Sold 16.7K
Granted 50.1K
Granted 72.1K · Sold 9.1K
Granted 5.7K
Granted 45.9K
Granted 113.8K · Sold 254.1K
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Granted 36.4K · Bought 10.0K · Sold 10.0K
Granted 10.5K
Granted 336.31
Granted 19.8K
Granted 22.8K · Bought 10.0K
Granted 8.0K · Sold 3.0K
Granted 27.1K
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Granted 115
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Granted 97.6K · Sold 36.1K
Granted 330.46
Granted 13.0K
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Granted 2.29 · Sold 20.1K
Bought 15.0K
Granted 9.5K · Bought 5.0K
Granted 534.21
Granted 958
Granted 99.8K · Sold 102.3K
Bought 7.0K
Granted 11.8K
Bought 10.0K
Granted 5.6K
Granted 17.2K · Sold 17.2K
Granted 3.7K
Granted 3.7K
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Granted 3.3K
Granted 10.0K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Breeden Richard CDirector · 38 transactions | — | 13.35Mas of Nov 2010 | 59.3K | 7.29M | — |
| Cobb William CPresident and CEO, Director · 43 transactions | — | 1.32Mas of Jul 2017 | 2.42M | 15.0K | 1.44M |
| Jones Jeffrey J IIPresident & CEO, Director · 53 transactions | — | 1.04M | 2.34M | 16.5K | 689.8K |
| Gerard Robert ADirector · 26 transactions | — | 337.3K | 218.5K | 32.0K | — |
| Ernst Mark AChairman, President and CEO, Director · 4 transactions | — | 306.5Kas of Oct 2007 | 29.9K | — | — |
| Bloch Thomas MDirector · 75 transactions | — | 213.5Kas of Nov 2009 | 13.8K | — | 28.8K |
| Houseworth JasonChief Innovation Officer · 37 transactions | — | 152.7Kas of Jul 2016 | 157.3K | — | 71.5K |
| Wood ChristiannaDirector · 20 transactions | — | 121.8Kas of Aug 2022 | 90.1K | 12.6K | 12.6K |
| Reich VictoriaDirector · 17 transactions | — | 120.8K | 87.2K | 3.5K | — |
| Macfarlane Gregory JSVP, U.S. Retail Prods & Ops · 24 transactions | — | 120.3Kas of Dec 2016 | 401.0K | 10.9K | 265.8K |
| Lewis David BDirector · 17 transactions | — | 114.0Kas of Sep 2020 | 102.8K | — | 16.0K |
| Brown JeffreyChief Accounting and Risk Offi · 46 transactions | — | 102.9Kas of Jul 2016 | 293.0K | 5.0K | 184.6K |
| Rohde BruceDirector · 12 transactions | — | 101.3Kas of Sep 2020 | 74.7K | 10.0K | — |
| Johnson Richard ADirector · 12 transactions | — | 91.3K | 67.6K | 10.0K | — |
| Seip Tom DDirector · 27 transactions | — | 91.0Kas of Sep 2017 | 96.9K | — | 19.8K |
| Orosco Karen APres., Global Consumer Tax & S · 26 transactions | — | 89.7Kas of Sep 2022 | 169.1K | — | 50.0K |
| Bowen Tony GChief Financial Officer · 47 transactions | — | 89.3Kas of Aug 2024 | 465.7K | — | 190.9K |
| Gerke Thomas AGen. Counsel & Chief Admin Off · 69 transactions | — | 85.5Kas of Aug 2021 | 476.6K | — | 240.3K |
| Brown Paul JDirector · 14 transactions | — | 81.7Kas of Sep 2020 | 64.1K | 5.7K | — |
| Hale Roger WDirector · 16 transactions | — | 66.3Kas of Jul 2008 | 48.1K | — | 32.0K |
| Nadon StevenPres., Consumer Fin'l Services · 5 transactions | — | 65.0Kas of Jul 2006 | — | — | 16.7K |
| Spaeth Nicholas JSVP and Chief Legal Officer · 7 transactions | — | 61.3Kas of Oct 2006 | — | — | — |
| Winter Matthew EDirector · 9 transactions | — | 59.1K | 50.1K | — | — |
| Redler Dara SChief Legal & Admin. Officer · 14 transactions | — | 52.4K | 72.1K | — | 9.1K |
| Agar Richard KSVP and CIO · 6 transactions | — | 48.1Kas of Sep 2011 | 5.7K | — | — |
| Woram Brian JSVP and General Counsel · 1 transaction | — | 45.9Kas of Oct 2009 | 45.9K | — | — |
| Dubrish Robert EPresident and CEO, Option One · 8 transactions | — | 44.8Kas of Jul 2007 | 113.8K | — | 254.1K |
| Gupta AnuradhaDirector · 7 transactions | — | 43.3K | 38.2K | — | — |
| Campbell Curtis APresident & CEO, Director · 7 transactions | — | 42.6K | 44.3K | — | — |
| Wright James FDirector · 8 transactions | — | 40.7Kas of Jun 2017 | 36.4K | 10.0K | 10.0K |
| Gokey Timothy CPresident, Retail Tax · 6 transactions | — | 39.4Kas of Oct 2008 | 10.5K | — | — |
| Trubeck William LExecutive VP and CFO · 52 transactions | — | 35.7Kas of Oct 2007 | 336.31 | — | — |
| Shulman Becky SSenior VP and CFO · 5 transactions | — | 35.3Kas of Jul 2009 | 19.8K | — | — |
| Lauer Len JDirector · 5 transactions | — | 33.5Kas of Nov 2010 | 22.8K | 10.0K | — |
| Ecton Donna RDirector · 16 transactions | — | 31.2Kas of Jul 2007 | 8.0K | — | 3.0K |
| Archon Angela NDirector · 4 transactions | — | 28.8Kas of Sep 2019 | 27.1K | — | — |
| Cohan SeanDirector · 6 transactions | — | 28.4K | 26.2K | — | — |
| Mends MiaDirector · 6 transactions | — | 28.4K | 26.2K | — | — |
| Tait StevenPresident, Business Services · 5 transactions | — | 28.4Kas of Jul 2008 | — | — | — |
| Piazza Yolande GDirector · 4 transactions | — | 28.2Kas of Nov 2023 | 26.1K | — | — |
| SMYTH Russell PPresident and CEO, Director · 1 transaction | — | 28.1Kas of Oct 2009 | 28.1K | — | — |
| Smith Louis WDirector · 7 transactions | — | 27.8Kas of Jul 2007 | 115 | — | — |
| Mazzini PhilPresident, Retail Tax · 4 transactions | — | 26.3Kas of Sep 2011 | 8.7K | — | — |
| Manuel ScottChief Strategy & Operations Of · 5 transactions | — | 24.7K | 24.4K | — | — |
| Knight Delos (Kip) L IIIPresident, U.S. Retail Ops · 7 transactions | — | 24.5Kas of Dec 2015 | 13.4K | — | — |
| Shaw L Edward JrDirector · 3 transactions | — | 23.5Kas of Nov 2010 | 22.8K | — | — |
| Mason Tiffany LExecutive VP, Finance · 4 transactions | — | 23.0K | 22.8K | — | — |
| Ellison Marvin RDirector · 3 transactions | — | 22.8Kas of Sep 2013 | 21.8K | — | — |
| Logerwell Kellie JVP & Chief Acct Officer · 49 transactions | — | 22.1K | 97.6K | — | 36.1K |
| Frigon Henry FDirector · 19 transactions | — | 17.5Kas of Jan 2008 | 330.46 | — | — |
| Ehrlich SusanPresident, Financial Services · 4 transactions | — | 17.4Kas of Jun 2013 | 13.0K | — | — |
| Collins Kathryn MSVP, Chief Mktg & Strat Off · 12 transactions | — | 17.4Kas of Jul 2017 | 18.5K | — | 9.9K |
| Darling Mark J.Chief Retail Officer · 1 transaction | — | 16.0K | 1.5K | — | — |
| West MarcPresident, Commercial Markets · 10 transactions | — | 15.3Kas of Apr 2008 | 2.29 | — | 20.1K |
| Andrews Charles ElliottPresident, RSM McGladrey · 1 transaction | — | 15.0Kas of Jul 2011 | — | 15.0K | — |
| Bennett Alan MPresident and CEO, Director · 3 transactions | — | 14.9Kas of Sep 2010 | 9.5K | 5.0K | — |
| Serati Tammy SSenior VP, Human Resources · 95 transactions | — | 14.0Kas of Jun 2009 | 534.21 | — | — |
| Wilkins Rayford JrDirector · 14 transactions | — | 13.5Kas of Aug 2007 | 958 | — | — |
| Allanson Thomas APresident, Digital · 7 transactions | — | 12.6Kas of Jul 2008 | 99.8K | — | 102.3K |
| McDougall Linda MVice President, Communications · 1 transaction | — | 12.1Kas of Dec 2005 | — | 7.0K | — |
| Turtledove Robert JSVP, Chief Marketing Officer · 2 transactions | — | 10.8Kas of Sep 2010 | 11.8K | — | — |
| Choate Jerry DDirector · 1 transaction | — | 10.0Kas of Jul 2007 | — | 10.0K | — |
| Brown Colby RVP and Corporate Controller · 2 transactions | — | 9.2Kas of Sep 2011 | 5.6K | — | — |
| Wilson Bret GVice President and Secretary · 5 transactions | — | 5.4Kas of Apr 2006 | 17.2K | — | 17.2K |
| Nachbor Jeff ESVP, Corporate Controller · 1 transaction | — | 4.3Kas of Jul 2007 | — | — | — |
| Breig GeralynDirector · 1 transaction | — | 3.7K | 3.7K | — | — |
| Charnaux Christian H.Director · 1 transaction | — | 3.7K | 3.7K | — | — |
| Plaines StephanieDirector · 1 transaction | — | 3.7K | 3.7K | — | — |
| Wasleski April M.VP & Chief Acct Officer · 1 transaction | — | 1.6K | 3.3K | — | — |
| Graebner Carol FExecutive VP, General Counsel · 11 transactions | — | 274.11as of Jan 2008 | 10.0K | — | — |
Select a row to see that insider’s individual transactions. Sum of the holdings confirmed in the 12 months before this insider's last filing. A Form 4 reports a holding per line — held directly, or through a named trust, partnership or foundation, and in each share class separately — never a person’s total. Lines not restated in that time are left out and shown apart: an active filer restates what they still hold, so a line they did not restate is more often an entity since renamed, whose shares a successor line reports too. An amber marker means some were left out.
Net open-market activity over all recorded history: +3.75M shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.