Filing Details
- Accession Number:
- 0001225208-15-022269
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2015-12-14 18:00:49
- Reporting Period:
- 2015-12-10
- Filing Date:
- 2015-12-14
- Accepted Time:
- 2015-12-14 18:00:49
- SEC Url:
- Form 4 Filing
Issuer
| Cik | Name | Symbol | Sector (SIC) | IRS No |
|---|---|---|---|---|
| 12659 | H&R Block Inc | HRB | Services-Personal Services (7200) | 440607856 |
Insiders
| Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
|---|---|---|---|---|---|---|---|
| 1544189 | Jason Houseworth | C/O H&Amp;R Block One H&Amp;R Block Way Kansas City MO 64105 | President, Us Tax Product Str | No | Yes | No | No |
Reported Non-Derivative Transactions
| Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|---|---|---|---|---|---|
| Common Stock | Disposition | 2015-12-10 | 19,978 | $32.98 | 41,206 | No | 4 | S | Direct | |
| Common Stock | Acquisiton | 2015-12-11 | 39,773 | $16.04 | 80,979 | No | 4 | M | Direct | |
| Common Stock | Acquisiton | 2015-12-11 | 15,715 | $16.89 | 96,694 | No | 4 | M | Direct | |
| Common Stock | Acquisiton | 2015-12-11 | 2,874 | $12.59 | 99,568 | No | 4 | M | Direct | |
| Common Stock | Disposition | 2015-12-11 | 42,647 | $32.31 | 56,921 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2015-12-10 | 750 | $33.14 | 1,250 | No | 4 | S | Indirect | Jason and Bethany Houseworth Trust |
| Common Stock | Disposition | 2015-12-10 | 1,250 | $0.00 | 0 | No | 5 | G | Indirect | Jason and Bethany Houseworth Trust |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 4 | S | Direct | |
| No | 4 | M | Direct | |
| No | 4 | M | Direct | |
| No | 4 | M | Direct | |
| No | 4 | S | Direct | |
| No | 4 | S | Indirect | Jason and Bethany Houseworth Trust |
| No | 5 | G | Indirect | Jason and Bethany Houseworth Trust |
Reported Derivative Transactions
| Sec. Name | Sec. Type | Acquisiton - Disposition | Date | Amount | Price | Amount - 2 | Price - 2 |
|---|---|---|---|---|---|---|---|
| Common Stock | Stock Option (Right to Buy) | Disposition | 2015-12-11 | 39,773 | $0.00 | 39,773 | $16.04 |
| Common Stock | Stock Option (Right to Buy) | Disposition | 2015-12-11 | 15,715 | $0.00 | 15,715 | $16.89 |
| Common Stock | Stock Option (Right to Buy) | Disposition | 2015-12-11 | 2,874 | $0.00 | 2,874 | $12.59 |
| Remaning Holdings | Exercise Date | Expiration Date | Equity Swap Involved | Transaction Form Type | Transaction Code | Nature of Ownership |
|---|---|---|---|---|---|---|
| 6,522 | 2021-06-30 | No | 4 | M | Direct | |
| 0 | 2019-07-02 | No | 4 | M | Direct | |
| 8,489 | 2020-10-01 | No | 4 | M | Direct |
Footnotes
- The price used is a weighted average of prices within the range of $32.970 to $33.010. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder.
- The price used is a weighted average of prices within the range of $32.060 to $32.500. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder.
- The options vested in three equal annual installments beginning on the first anniversary of the grant date.
- The options vested in four equal annual installments beginning on the first anniversary of the grant date.
Billionaire Hedge Funds
