| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | HRB | Common Stock | Award | $0 | +45,886 | +4.4% | $0.000000 | 1,078,195 | 31 Aug 2024 | Direct | F1 |
| transaction | HRB | Common Stock | Tax liability | $11,098,496 | -175,304 | -16% | $63.31 | 902,891 | 31 Aug 2024 | Direct | |
| transaction | HRB | Common Stock | Sale | $613,167 | -9,722 | -1.1% | $63.07 | 893,169 | 03 Sep 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. |