| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | HRB | Common Stock | Award | $0 | +45.9K | +4.44% | $0.00 | 1.08M | Aug 31, 2024 | Direct | F1 |
| transaction | HRB | Common Stock | Tax liability | -$11.1M | -175K | -16.26% | $63.31 | 903K | Aug 31, 2024 | Direct | |
| transaction | HRB | Common Stock | Sale | -$613K | -9.72K | -1.08% | $63.07 | 893K | Sep 3, 2024 | Direct | 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 | Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. |
| F2 | This transaction was made pursuant to a Rule 10b5-1 trading plan adopted on November 14, 2023. |