Key facts
- This page summarizes Thomas A. Gerke's Form 4 filing for H&R BLOCK INC (HRB).
- 4 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 27 Aug 2021, 16:34.
Thomas A. Gerke - 25 Aug 2021 Form 4 Insider Report for H&R BLOCK INC (HRB)
- Reporting relationship
- Gen. Counsel & Chief Admin Off
- Issuer ticker
- HRB
- Reported as of
- 25 Aug 2021
- Net transaction value
- -$381,979
- SEC form
- 4
- Accepted by SEC
- 27 Aug 2021, 16:34:20 UTC
- Prior SEC filing
- 23 Aug 2021
- Next SEC filing
- 31 Aug 2021
- Source filing
- View source filing
- Reporting owner signature
- Scott W. Andreasen, per Power of Attorney
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Filing notes and source
Key filing fact
Thomas A. Gerke filed Form 4 for H&R BLOCK INC (HRB) on 27 Aug 2021.
Change
- Previous filing in this sequence was filed on 23 Aug 2021.
- Current net transaction value: -$381,979.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
HRB
transaction
Common Stock
Options Exercise
- Transaction value
- $222,666
- Shares
- +13,098
- Change %
- +9.8%
- Price
- $17.00
- Shares after
- 146,632
- Date
- 25 Aug 2021
- Ownership
- Direct
HRB
transaction
Common Stock
Sale
- Transaction value
- -$269,388
- Shares
- -10,564
- Change %
- -7.2%
- Price
- $25.50
- Shares after
- 136,068
- Date
- 25 Aug 2021
- Ownership
- Direct
HRB
transaction
Common Stock
Sale
- Transaction value
- -$335,256
- Shares
- -13,098
- Change %
- -9.6%
- Price
- $25.60
- Shares after
- 122,970
- Date
- 25 Aug 2021
- Ownership
- Direct
- Footnotes
- F1
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
HRB
transaction
Derivative
Stock Option (Right to Buy)
Options Exercise
- Transaction value
- $0
- Shares
- -13,098
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 25 Aug 2021
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 13,098
- Exercise price
- $17.00
- Footnotes
- F2
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 2 footnotes
Footnote F1
The price used is a weighted average of prices within the range of $25.500 to $25.685. The reporting person will provice full details of the price information reported upon a request from the Commission or any shareholder.
Footnote F2
The options vested in three equal annual installments beginning on the first anniversary of the date of grant.