Jeffrey J. Jones II - Jul 1, 2024 Form 4 Insider Report for H&R BLOCK INC (HRB)

Signature
Katharine M. Haynes, per Power of Attorney
Stock symbol
HRB
Transactions as of
Jul 1, 2024
Transactions value $
-$2,453,197
Form type
4
Date filed
7/1/2024, 04:55 PM
Previous filing
Jun 5, 2024
Next filing
Jul 29, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HRB Common Stock Sale -$2.45M -45K -5.94% $54.55 712K Jul 1, 2024 Direct F1, F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

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).

Explanation of Responses:

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 $54.225 to $54.930. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder.