Form 4 for HRB H&R BLOCK INC
Accepted 2021-08-17 00:00:00 ET · period of report 2021-08-13 · accession 0001225208-21-011525 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2021-08-17 | 2021-08-13+ | HRB | GERKE THOMAS A | Gen. Counsel, Chief Admin Off | S - Sale+OE | $25.68 | -46.9K | 133.5K | -26% | -$1.20M |
| DM | 2021-08-17 | 2021-08-13+ | HRB | GERKE THOMAS A | Gen. Counsel, Chief Admin Off | M - OptEx | $17.00 | +46.9K | 150.7K | +45% | +$796.5K |
| DM | 2021-08-17 | 2021-08-13+ | HRB | GERKE THOMAS A | Gen. Counsel, Chief Admin Off | M - OptEx | $0.00 | -46.9K | 57.9K | -45% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2021-08-16 | S | D | 17,119 | $25.73 | 133,534.34 | D | — | — | (F2) The price used is a weighted average of prices within the range of $25.700 to $25.755. The reporting person will provice full details of the price information reported upon a request from the Commission or any shareholder. |
| 2 | Common | Common Stock | 2021-08-13 | M | A | 29,734 | $17.00 | 163,268.34 | D | — | — | |
| 3 | Common | Common Stock | 2021-08-13 | S | D | 29,734 | $25.65 | 133,534.34 | D | — | — | (F1) The price used is a weighted average of prices within the range of $25.600 to $25.770. The reporting person will provice full details of the price information reported upon a request from the Commission or any shareholder. |
| 4 | Common | Common Stock | 2021-08-16 | M | A | 17,119 | $17.00 | 150,653.34 | D | — | — | |
| 5 | Derivative | Stock Option (Right to Buy) | 2021-08-13 | M | D | 29,734 | $0.00 | 75,000 | D | $17.00 · — to 2022-02-01 | 29,734 Common Stock | (F3) The options vested in three equal annual installments beginning on the first anniversary of the date of grant. |
| 6 | Derivative | Stock Option (Right to Buy) | 2021-08-16 | M | D | 17,119 | $0.00 | 57,881 | D | $17.00 · — to 2022-02-01 | 17,119 Common Stock | (F3) The options vested in three equal annual installments beginning on the first anniversary of the date of grant. |