| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | HRB | Common Stock | Sale | -$4.23M | -85.9K | -10.21% | $49.21 | 755K | Feb 23, 2024 | Direct | F1, F2 |
Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.
Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).
| Id | Content |
|---|---|
| F1 | This transaction was made pursuant to a Rule 10b5-1 trading plan adopted on November 14, 2023. |
| F2 | The price is a weighted average of prices within the range of $48.020 to $49.790. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder. |