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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 04-Sep-24 4:43 PM View:  | H&R Block, Inc. (HRB) | 31-Aug-24 | Payment of Exercise | 50,193 | $63.31 | $3,177,720.00 | (36%) 139.53K to 89.34K | |
| 20-Aug-24 5:12 PM View: | H&R Block, Inc. (HRB) | 19-Aug-24 | Private Sale | 79,259 | $65.17 | $5,165,590.00 | (47%) 169.35K to 90.09K | |
| 16-Aug-24 4:32 PM View: | H&R Block, Inc. (HRB) | 14-Aug-24 | Grant | 43,081 | -- | -- | 34% 126.27K to 169.35K | |
| 27-Nov-23 4:32 PM View: | H&R Block, Inc. (HRB) | 27-Nov-23 | Private Sale | 46,892 | $47.10 | $2,208,510.00 | (27%) 172.48K to 125.59K | |
| 05-Sep-23 4:34 PM View: | H&R Block, Inc. (HRB) | 31-Aug-23 | Grant | 15,758 | -- | -- | 10% 162.58K to 178.34K | |
| 05-Sep-23 4:34 PM View: | H&R Block, Inc. (HRB) | 31-Aug-23 | Payment of Exercise | 6,134 | $39.98 | $245,237.00 | (3%) 178.34K to 172.21K | |
| 21-Jul-23 4:31 PM View: | H&R Block, Inc. (HRB) | 19-Jul-23 | Grant | 137,023 | -- | -- | 157% 87.11K to 224.13K | |
| 21-Jul-23 4:31 PM View: | H&R Block, Inc. (HRB) | 19-Jul-23 | Payment of Exercise | 61,551 | $33.61 | $2,068,730.00 | (27%) 224.13K to 162.58K | |
| 10-Jul-23 4:34 PM View: | H&R Block, Inc. (HRB) | 07-Jul-23 | Payment of Exercise | 29 | $31.10 | $901.90 | (< 1%) 87.14K to 87.11K | |
| 03-Jul-23 4:31 PM View: | H&R Block, Inc. (HRB) | 30-Jun-23 | Payment of Exercise | 3,060 | $31.87 | $97,522.20 | (3%) 89.84K to 86.78K | |
| 02-Sep-22 4:32 PM View: | H&R Block, Inc. (HRB) | 31-Aug-22 | Grant | 13,223 | -- | -- | 17% 79.79K to 93.02K | |
| 02-Sep-22 4:32 PM View: | H&R Block, Inc. (HRB) | 31-Aug-22 | Payment of Exercise | 3,986 | $45.00 | $179,370.00 | (4%) 93.02K to 89.03K | |
| 19-Aug-22 4:32 PM View: | H&R Block, Inc. (HRB) | 18-Aug-22 | Private Sale | 64,741 | $48.35 | $3,130,100.00 | (45%) 144.53K to 79.79K | |
| 15-Aug-22 5:11 PM View: | H&R Block, Inc. (HRB) | 12-Aug-22 | Payment of Exercise | 23,575 | $35.32 | $832,669.00 | (14%) 168.11K to 144.53K | |
| 15-Aug-22 5:11 PM View: | H&R Block, Inc. (HRB) | 11-Aug-22 | Grant | 52,237 | -- | -- | 45% 115.87K to 168.11K | |
| 06-Jul-22 12:53 PM View: | H&R Block, Inc. (HRB) | 01-Jul-22 | Payment of Exercise | 35 | $36.77 | $1,286.95 | (< 1%) 115.91K to 115.87K | |
| 01-Jul-22 11:54 AM View: | H&R Block, Inc. (HRB) | 30-Jun-22 | Payment of Exercise | 4,523 | $35.32 | $159,752.00 | (4%) 120.11K to 115.58K | |
| 19-Jul-21 4:33 PM View: | H&R Block, Inc. (HRB) | 16-Jul-21 | Grant | 35,667 | -- | -- | 49% 73.43K to 109.1K | |
| 19-Jul-21 4:33 PM View: | H&R Block, Inc. (HRB) | 16-Jul-21 | Payment of Exercise | 15,819 | $23.48 | $371,430.00 | (14%) 109.1K to 93.28K | |
| 29-Jul-20 4:37 PM View: | H&R Block, Inc. (HRB) | 28-Jul-20 | Payment of Exercise | 2,200 | $14.28 | $31,416.00 | (3%) 80.09K to 77.89K | (17%) |
| 29-Jul-20 4:37 PM View: | H&R Block, Inc. (HRB) | 27-Jul-20 | Grant | 4,773 | -- | -- | 6% 75.32K to 80.09K | |
| 09-Jul-20 6:24 PM View: | H&R Block, Inc. (HRB) | 02-Jul-20 | Payment of Exercise | 52 | $14.00 | $728.00 | (< 1%) 75.37K to 75.32K | (19%) |
| 01-Jul-20 9:33 PM View: | H&R Block, Inc. (HRB) | 30-Jun-20 | Grant | 18,208 | -- | -- | 30% 61.02K to 79.23K | |
| 01-Jul-20 9:33 PM View: | H&R Block, Inc. (HRB) | 30-Jun-20 | Payment of Exercise | 4,191 | $14.28 | $59,847.50 | (5%) 79.23K to 75.04K | (17%) |
| 22-Jul-19 4:43 PM View: | H&R Block, Inc. (HRB) | 19-Jul-19 | Payment of Exercise | 14,373 | $29.30 | $421,129.00 | (19%) 74.72K to 60.35K | 46% |
| 22-Jul-19 4:43 PM View: | H&R Block, Inc. (HRB) | 18-Jul-19 | Grant | 31,414 | -- | -- | 73% 43.31K to 74.72K | |
| 03-Jul-19 4:21 PM View: | H&R Block, Inc. (HRB) | 02-Jul-19 | Payment of Exercise | 25 | $28.96 | $724.00 | (< 1%) 43.34K to 43.31K | 45% |
| 01-Jul-19 4:49 PM View: | H&R Block, Inc. (HRB) | 30-Jun-19 | Grant | 9,761 | -- | -- | 29% 33.42K to 43.18K | |
| 01-Jul-19 4:49 PM View: | H&R Block, Inc. (HRB) | 28-Jun-19 | Payment of Exercise | 3,707 | $29.30 | $108,615.00 | (10%) 37.13K to 33.42K | 46% |
| 23-Jul-18 4:32 PM View: | H&R Block, Inc. (HRB) | 20-Jul-18 | Payment of Exercise | 935 | $22.78 | $21,299.30 | (2%) 37.6K to 36.66K | 32% |
| 23-Jul-18 4:32 PM View: | H&R Block, Inc. (HRB) | 19-Jul-18 | Grant | 2,020 | -- | -- | 6% 35.58K to 37.6K | |
| 05-Jul-18 4:39 PM View: | H&R Block, Inc. (HRB) | 03-Jul-18 | Payment of Exercise | 19 | $23.28 | $442.32 | (< 1%) 35.6K to 35.58K | 33% |
| 03-Jul-18 4:33 PM View: | H&R Block, Inc. (HRB) | 30-Jun-18 | Grant | 8,780 | -- | -- | 33% 26.68K to 35.47K | |
| 03-Jul-18 4:33 PM View: | H&R Block, Inc. (HRB) | 29-Jun-18 | Payment of Exercise | 2,666 | $22.78 | $60,731.50 | (9%) 29.35K to 26.68K | 32% |
| 06-Jul-17 6:30 PM View: | H&R Block, Inc. (HRB) | 03-Jul-17 | Grant | 19 | -- | -- | < 1% 29.05K to 29.07K | |
| 06-Jul-17 6:30 PM View: | H&R Block, Inc. (HRB) | 03-Jul-17 | Payment of Exercise | 22 | $31.04 | $682.88 | (< 1%) 29.07K to 29.04K | 52% |
| 05-Jul-17 5:47 PM View: | H&R Block, Inc. (HRB) | 30-Jun-17 | Grant | 6,471 | -- | -- | 25% 25.81K to 32.28K | |
| 05-Jul-17 5:47 PM View: | H&R Block, Inc. (HRB) | 30-Jun-17 | Payment of Exercise | 3,357 | $30.91 | $103,765.00 | (10%) 32.28K to 28.93K | 51% |
| 08-Jun-17 5:45 PM View: | H&R Block, Inc. (HRB) | 07-Jun-17 | Grant | 2,302 | -- | -- | 10% 23.51K to 25.81K | |
| 20-Jul-16 5:10 PM View: | H&R Block, Inc. (HRB) | 18-Jul-16 | Grant | 7,529 | -- | -- | 48% 15.68K to 23.21K | |
| 06-Jul-16 5:29 PM View: | H&R Block, Inc. (HRB) | 01-Jul-16 | Grant | 23 | -- | -- | < 1% 14.99K to 15.01K | |
| 06-Jul-16 5:29 PM View: | H&R Block, Inc. (HRB) | 01-Jul-16 | Payment of Exercise | 12 | $23.38 | $280.56 | (< 1%) 15.01K to 15.0K | 34% |
| 01-Jul-16 4:54 PM View: | H&R Block, Inc. (HRB) | 30-Jun-16 | Payment of Exercise | 1,809 | $23.00 | $41,607.00 | (11%) 16.75K to 14.94K | 33% |
| 09-Jun-16 5:56 PM View: | H&R Block, Inc. (HRB) | 07-Jun-16 | Grant | 2,460 | -- | -- | 17% 14.29K to 16.75K |