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.
| Date | Insider | Trade | Shares | Price | Value | 1M after | 3M after | 6M after |
|---|
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%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest 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 |
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.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| August 30, 2024 | 3 selling | −13.0% | −20.0% | −32.6% |
| May 31, 2023 | 2 buying | +26.0% | +45.6% | +43.5% |
| August 31, 2022 | 3 selling | −5.8% | −21.8% | −24.2% |
| September 30, 2020 | 2 buying | −15.0% | +20.0% | +31.1% |
| June 30, 2017 | 5 selling | −18.0% | −25.1% | −36.3% |
| June 30, 2016 | 2 buying | −3.5% | −5.3% | +21.8% |
| January 29, 2016 | 3 selling | −47.2% | −42.2% | −53.3% |
| July 31, 2012 | 2 buying | +7.9% | +33.9% | +78.4% |
| September 30, 2011 | 6 buying | +12.7% | +1.9% | +9.2% |
| September 30, 2010 | 3 buying | −18.6% | +14.9% | +7.0% |