undamentalytics Newsletter

H&R Block Inc insider trading

Every open-market purchase and sale by H&R Block Inc's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
H&R Block Inc insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following H&R Block Inc’s insiders pay?

From March 15, 2010 to October 2, 2026, 23 insiders reported 24 open-market purchases and 41 sales not made under a pre-set plan in H&R Block Inc. Twelve months after each purchase was reported, the shares were +20.0% against the S&P 500 on average (median +8.2%), over 24 purchases with a full year of prices; 88% beat the index. After sales, the shares moved −1.8% against the index over 12 months (a negative figure means selling was the right call). Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on March 16, 2010 into $129,666 by November 2, 2026, +16.7% a year. It held shares 56% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $38,571 (+8.5% a year), and held throughout $87,292 (+13.9%).

$0$50.0k$100k 201020122014201620182020202220242026 $130k$87.3k$38.6k
Copying H&R Block Inc's insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by H&R Block Inc's insiders from March 16, 2010, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 56% of the time.
H&R Block Inc: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Gerard Robert A Director 7 +30.1% (7) 86% 0 — May 11, 2023
Gerke Thomas A Gen. Counsel & Chief Admin Off 0 — — 7 +79.0% (7) September 1, 2021
Brown Jeffrey Chief Accounting and Risk Offi 1 +5.7% (1) 100% 5 +0.6% (5) July 1, 2016
Logerwell Kellie J VP & Chief Acct Officer 0 — — 6 −23.9% (6) September 17, 2024
Cobb William C President and CEO 2 +1.2% (2) 100% 3 −37.4% (3) July 5, 2017
Jones Jeffrey J II President & CEO 2 +35.1% (2) 100% 2 — November 20, 2025
Bowen Tony G Chief Financial Officer 0 — — 3 −18.5% (3) August 20, 2024
Brown Paul J Director 3 +28.2% (3) 100% 0 — June 14, 2016
Macfarlane Gregory J SVP, U.S. Retail Prods & Ops 2 +37.0% (2) 100% 1 −42.3% (1) September 6, 2016
Seip Tom D Director 0 — — 3 −20.1% (3) June 19, 2017
Collins Kathryn M SVP, Chief Mktg & Strat Off 0 — — 2 −34.8% (2) July 19, 2017
Houseworth Jason President, US Tax Product Str 0 — — 2 +14.3% (2) December 14, 2015
Lewis David B Director 0 — — 2 −29.2% (2) June 20, 2017
Wood Christianna Director 1 −18.3% (1) 0% 1 −20.5% (1) August 18, 2022
Wright James F Director 1 +8.2% (1) 100% 1 −36.3% (1) June 29, 2017
Andrews Charles Elliott President, RSM McGladrey 1 −14.5% (1) 0% 0 — March 15, 2010
Bennett Alan M President and CEO 1 +0.6% (1) 100% 0 — September 14, 2010
Darling Mark J. Chief Retail Officer 0 — — 1 — October 2, 2026
Johnson Richard A Director 1 +45.5% (1) 100% 0 — May 23, 2023
Orosco Karen A Pres., Global Consumer Tax & S 0 — — 1 −22.0% (1) September 9, 2022
Redler Dara S Chief Legal Officer 0 — — 1 −33.6% (1) August 20, 2024
Reich Victoria Director 1 +7.1% (1) 100% 0 — September 30, 2011
Rohde Bruce Director 1 +3.0% (1) 100% 0 — September 23, 2011

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded H&R Block Inc

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of H&R Block Inc in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 6 buying crowds with six months of prices, it averaged +18.5% against the index. After 4 selling crowds, −27.3%. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
August 30, 20243 selling−13.0%−20.0%−32.6%
May 31, 20232 buying+26.0%+45.6%+43.5%
August 31, 20223 selling−5.8%−21.8%−24.2%
September 30, 20202 buying−15.0%+20.0%+31.1%
June 30, 20175 selling−18.0%−25.1%−36.3%
June 30, 20162 buying−3.5%−5.3%+21.8%
January 29, 20163 selling−47.2%−42.2%−53.3%
July 31, 20122 buying+7.9%+33.9%+78.4%
September 30, 20116 buying+12.7%+1.9%+9.2%
September 30, 20103 buying−18.6%+14.9%+7.0%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Total returns from the month end; past patterns are not a forecast.

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