Filing Details
- Accession Number:
- 0001225208-17-011678
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2017-06-29 18:02:43
- Reporting Period:
- 2017-06-27
- Filing Date:
- 2017-06-29
- Accepted Time:
- 2017-06-29 18:02:43
- 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 |
|---|---|---|---|---|---|---|---|
| 1209172 | C William Cobb | C/O H&Amp;R Block One H&Amp;R Block Way Kansas City MO 64105 | President And Ceo | Yes | 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 | Acquisiton | 2017-06-27 | 107,005 | $17.48 | 658,463 | No | 4 | M | Direct | |
| Common Stock | Acquisiton | 2017-06-27 | 81,970 | $19.14 | 740,433 | No | 4 | M | Direct | |
| Common Stock | Disposition | 2017-06-27 | 188,975 | $31.43 | 551,458 | No | 4 | S | Direct | |
| Common Stock | Acquisiton | 2017-06-28 | 198,765 | $17.48 | 750,223 | No | 4 | M | Direct | |
| Common Stock | Disposition | 2017-06-28 | 198,765 | $30.96 | 551,458 | No | 4 | S | Direct |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 4 | M | Direct | |
| No | 4 | M | Direct | |
| No | 4 | S | Direct | |
| No | 4 | M | Direct | |
| No | 4 | S | Direct |
Reported Derivative Transactions
| Sec. Name | Sec. Type | Acquisiton - Disposition | Date | Amount | Price | Amount - 2 | Price - 2 |
|---|---|---|---|---|---|---|---|
| Common Stock | Call Option to Purchase | Disposition | 2017-06-27 | 107,005 | $0.00 | 107,005 | $17.48 |
| Common Stock | Stock Option (Right to Buy) | Disposition | 2017-06-27 | 81,970 | $0.00 | 81,970 | $19.14 |
| Common Stock | Call Option to Purchase | Disposition | 2017-06-28 | 198,765 | $0.00 | 198,765 | $17.48 |
| Remaning Holdings | Exercise Date | Expiration Date | Equity Swap Involved | Transaction Form Type | Transaction Code | Nature of Ownership |
|---|---|---|---|---|---|---|
| 499,465 | 2011-12-24 | 2021-05-02 | No | 4 | M | Direct |
| 0 | 2021-06-30 | No | 4 | M | Direct | |
| 300,700 | 2011-12-24 | 2021-05-02 | No | 4 | M | Direct |
Footnotes
- The price used is a weighted average of prices within the range of $31.340 to $31.571. 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 $30.800 to $31.560. 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 December 24, 2011.
- The option vested in three equal installments on January 3, 2013, June 30, 2013, and June 30, 2014.
Billionaire Hedge Funds
