H&R Block, Inc.
US ˙ NYSE ˙ US0936711052

SecurityHRB / H&R Block, Inc.
InsiderKellie J Logerwell
This page shows the track record and history of Logerwell Kellie J insider trades in H&R Block, Inc.. The SEC defines Insiders as officers, directors, or significant investors (greater than 10% ownership) in a company. It is illegal for insiders to make trades in their companies based on material, non-public information ("MNPI"). This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4.
Insider Purchases - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made by Kellie J Logerwell in HRB / H&R Block, Inc.. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Max
Price at
Max
Max
Profit ($)
Max Return (%)
There are no known unplanned open-market trades for this insider

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

HRB / H&R Block, Inc. Insider Trades
Insider Sales - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made by Kellie J Logerwell in HRB / H&R Block, Inc.. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Min
Price at
Min
Max Loss
Avoided ($)
Max Loss
Avoided (%)
2024-09-16 8,000 64.4101 8,000 64.4101 515,281 332 49.3700 -120,320 -23.35
2024-08-19 9,846 65.0000 9,846 65.0000 639,990
2023-09-11 8,000 39.6056 8,000 39.6056 316,845
2022-08-18 6,500 48.7650 6,500 48.7650 316,972
2019-07-02 3,000 28.6800 3,000 28.6800 86,040
2017-07-14 800 30.7114 800 30.7114 24,569

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

HRB / H&R Block, Inc. Insider Trades
Insider Transaction History
File
Date
Trade
Date
Form Insider Ticker Security Title Code 10b5-1 Direct Exercise
Price
Unit
Price
Units
Changed
Value
Changed (1K)
Remaining
Options
Remaining
Shares
2025-09-03 2025-08-31 4 Logerwell Kellie J HRB Common Stock F - Taxes D 50.3500 -2,947 -148 22,126
2025-09-03 2025-08-31 4 Logerwell Kellie J HRB Common Stock A - Award D 2,086 25,073
2025-08-15 2025-08-13 4 Logerwell Kellie J HRB Common Stock A - Award D 4,409 22,987
2024-09-17 2024-09-16 4 Logerwell Kellie J HRB Common Stock S - Sale D 64.4101 -8,000 -515 18,474
2024-09-04 2024-08-14 4/A Logerwell Kellie J HRB Common Stock A - Award D 15,036 42,909
2024-09-04 2024-08-31 4 Logerwell Kellie J HRB Common Stock F - Taxes D 63.3100 -8,193 -519 26,474
2024-09-04 2024-08-31 4 Logerwell Kellie J HRB Common Stock A - Award D 1,604 34,667
2024-08-20 2024-08-19 4 Logerwell Kellie J HRB Common Stock S - Sale D 65.0000 -9,846 -640 25,028
2024-08-16 2024-08-14 4 Logerwell Kellie J HRB Common Stock A - Award D 7,001 34,874
2023-09-12 2023-09-11 4 Logerwell Kellie J HRB Common Stock S - Sale D 39.6056 -8,000 -317 27,721
2023-09-05 2023-08-31 4 Logerwell Kellie J HRB Common Stock F - Taxes D 39.9800 -998 -40 35,721
2023-09-05 2023-08-31 4 Logerwell Kellie J HRB Common Stock A - Award D 2,452 36,719
2023-07-21 2023-07-19 4 Logerwell Kellie J HRB Common Stock F - Taxes D 33.6100 -11,939 -401 34,267
2023-07-21 2023-07-19 4 Logerwell Kellie J HRB Common Stock A - Award D 26,353 46,206
2023-07-10 2023-07-07 4 Logerwell Kellie J HRB Common Stock F - Taxes D 31.1000 -6 -0 19,853
2023-07-03 2023-06-30 4 Logerwell Kellie J HRB Common Stock F - Taxes D 31.8700 -617 -20 19,798
2022-09-02 2022-08-31 4 Logerwell Kellie J HRB Common Stock F - Taxes D 45.0000 -610 -27 20,281
2022-09-02 2022-08-31 4 Logerwell Kellie J HRB Common Stock A - Award D 2,100 20,891
2022-08-19 2022-08-18 4 Logerwell Kellie J HRB Common Stock S - Sale D 48.7650 -6,500 -317 18,791
2022-08-15 2022-08-12 4 Logerwell Kellie J HRB Common Stock F - Taxes D 35.3200 -4,537 -160 25,291
2022-08-15 2022-08-11 4 Logerwell Kellie J HRB Common Stock A - Award D 10,048 29,828
2022-07-06 2022-07-01 4 Logerwell Kellie J HRB Common Stock F - Taxes D 36.7700 -8 -0 19,780
2022-07-01 2022-06-30 4 Logerwell Kellie J HRB Common Stock F - Taxes D 35.3200 -875 -31 19,731
2021-09-01 2021-08-31 4 Logerwell Kellie J HRB Common Stock A - Award D 4,140 20,370
2021-07-19 2021-07-16 4 Logerwell Kellie J HRB Common Stock F - Taxes D 23.4800 -4,045 -95 16,230
2021-07-19 2021-07-16 4 Logerwell Kellie J HRB Common Stock A - Award D 8,919 20,275
2021-07-06 2021-07-02 4 Logerwell Kellie J HRB Common Stock F - Taxes D 23.7800 -10 -0 11,356
2021-07-01 2021-06-30 4 Logerwell Kellie J HRB Common Stock F - Taxes D 23.4800 -1,260 -30 11,298
2020-07-29 2020-07-28 4 Logerwell Kellie J HRB Common Stock F - Taxes D 14.2800 -470 -7 12,309
2020-07-29 2020-07-27 4 Logerwell Kellie J HRB Common Stock A - Award D 1,194 12,779
2020-07-06 2020-07-02 4 Logerwell Kellie J HRB Common Stock F - Taxes D 14.0000 -14 -0 11,585
2020-07-01 2020-06-30 4 Logerwell Kellie J HRB Common Stock F - Taxes D 14.2800 -965 -14 11,523
2020-07-01 2020-06-30 4 Logerwell Kellie J HRB Common Stock A - Award D 3,502 12,488
2019-07-22 2019-07-19 4 Logerwell Kellie J HRB Common Stock F - Taxes D 29.3000 -3,087 -90 8,836
2019-07-22 2019-07-18 4 Logerwell Kellie J HRB Common Stock A - Award D 6,982 11,923
2019-07-03 2019-07-02 4 Logerwell Kellie J HRB Common Stock S - Sale D 28.6800 -3,000 -86 4,941
2019-07-03 2019-07-02 4 Logerwell Kellie J HRB Common Stock F - Taxes D 28.9600 -6 -0 7,941
2019-07-01 2019-06-30 4 Logerwell Kellie J HRB Common Stock A - Award D 1,959 7,909
2019-07-01 2019-06-28 4 Logerwell Kellie J HRB Common Stock F - Taxes D 29.3000 -862 -25 5,950
2018-07-23 2018-07-20 4 Logerwell Kellie J HRB Common Stock F - Taxes D 22.7800 -577 -13 6,697
2018-07-23 2018-07-19 4 Logerwell Kellie J HRB Common Stock A - Award D 1,317 7,274
2018-07-05 2018-07-03 4 Logerwell Kellie J HRB Common Stock F - Taxes D 23.2800 -6 -0 5,957
2018-07-03 2018-06-30 4 Logerwell Kellie J HRB Common Stock A - Award D 2,195 5,928
2018-07-03 2018-06-29 4 Logerwell Kellie J HRB Common Stock F - Taxes D 22.7800 -755 -17 3,733
2017-07-17 2017-07-14 4 Logerwell Kellie J HRB Common Stock S - Sale D 30.7114 -800 -25 4,410
2017-07-06 2017-07-03 4 Logerwell Kellie J HRB Common Stock F - Taxes D 31.0400 -6 -0 5,209
2017-07-05 2017-06-30 4 Logerwell Kellie J HRB Common Stock F - Taxes D 30.9100 -793 -25 5,174
2017-07-05 2017-06-30 4 Logerwell Kellie J HRB Common Stock A - Award D 1,618 5,967
2016-07-20 2016-07-18 4 Logerwell Kellie J HRB Common Stock A - Award D 1,673 4,254
2016-07-06 2016-07-01 4 Logerwell Kellie J HRB Common Stock F - Taxes D 23.3800 -2 -0 2,581
2016-07-06 3 Logerwell Kellie J HRB Common Stock D 5,166
2016-07-06 3 Logerwell Kellie J HRB Common Stock D 5,166
P
Åbent marked eller privat køb af ikke-afledte eller afledte værdipapirer
S
Åbent marked eller privat salg af ikke-afledte eller afledte værdipapirer
A
Tildeling, tildeling eller anden erhvervelse af værdipapirer fra virksomheden (såsom en option)
C
Konvertering af derivat
D
Salg eller overførsel af værdipapirer tilbage til virksomheden
F
Betaling af udnyttelseskurs eller skatteforpligtelse ved brug af en del af værdipapirer modtaget fra selskabet
G
Gave af værdipapirer af eller til insideren
K
Aktieswaps og lignende sikringstransaktioner
M
Udnyttelse eller konvertering af afledt værdipapir modtaget fra virksomheden (såsom en option)
V
En transaktion rapporteret frivilligt på formular 4
J
Andet (ledsaget af en fodnote, der beskriver transaktionen)