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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 12-Sep-23 4:32 PM View:  | H&R Block, Inc. (HRB) | 11-Sep-23 | Private Sale | 8,000 | $39.61 | $316,845.00 | (22%) 35.72K to 27.72K | |
| 05-Sep-23 4:33 PM View: | H&R Block, Inc. (HRB) | 31-Aug-23 | Grant | 2,452 | -- | -- | 7% 34.27K to 36.72K | |
| 05-Sep-23 4:33 PM View: | H&R Block, Inc. (HRB) | 31-Aug-23 | Payment of Exercise | 998 | $39.98 | $39,900.00 | (3%) 36.72K to 35.72K | |
| 21-Jul-23 4:32 PM View: | H&R Block, Inc. (HRB) | 19-Jul-23 | Grant | 26,353 | -- | -- | 133% 19.85K to 46.21K | |
| 21-Jul-23 4:32 PM View: | H&R Block, Inc. (HRB) | 19-Jul-23 | Payment of Exercise | 11,939 | $33.61 | $401,270.00 | (26%) 46.21K to 34.27K | |
| 10-Jul-23 4:34 PM View: | H&R Block, Inc. (HRB) | 07-Jul-23 | Payment of Exercise | 6 | $31.10 | $186.60 | (< 1%) 19.86K to 19.85K | |
| 03-Jul-23 4:31 PM View: | H&R Block, Inc. (HRB) | 30-Jun-23 | Payment of Exercise | 617 | $31.87 | $19,663.80 | (3%) 20.41K to 19.8K | |
| 02-Sep-22 4:33 PM View: | H&R Block, Inc. (HRB) | 31-Aug-22 | Grant | 2,100 | -- | -- | 11% 18.79K to 20.89K | |
| 02-Sep-22 4:33 PM View: | H&R Block, Inc. (HRB) | 31-Aug-22 | Payment of Exercise | 610 | $45.00 | $27,450.00 | (3%) 20.89K to 20.28K | |
| 19-Aug-22 4:32 PM View: | H&R Block, Inc. (HRB) | 18-Aug-22 | Private Sale | 6,500 | $48.76 | $316,972.00 | (26%) 25.29K to 18.79K | |
| 15-Aug-22 5:09 PM View: | H&R Block, Inc. (HRB) | 12-Aug-22 | Payment of Exercise | 4,537 | $35.32 | $160,247.00 | (15%) 29.83K to 25.29K | |
| 15-Aug-22 5:09 PM View: | H&R Block, Inc. (HRB) | 11-Aug-22 | Grant | 10,048 | -- | -- | 51% 19.78K to 29.83K | |
| 06-Jul-22 12:54 PM View: | H&R Block, Inc. (HRB) | 01-Jul-22 | Payment of Exercise | 8 | $36.77 | $294.16 | (< 1%) 19.79K to 19.78K | |
| 01-Jul-22 11:55 AM View: | H&R Block, Inc. (HRB) | 30-Jun-22 | Payment of Exercise | 875 | $35.32 | $30,905.00 | (4%) 20.61K to 19.73K | |
| 19-Jul-21 4:34 PM View: | H&R Block, Inc. (HRB) | 16-Jul-21 | Grant | 8,919 | -- | -- | 79% 11.36K to 20.27K | |
| 19-Jul-21 4:34 PM View: | H&R Block, Inc. (HRB) | 16-Jul-21 | Payment of Exercise | 4,045 | $23.48 | $94,976.60 | (20%) 20.27K to 16.23K | |
| 06-Jul-21 10:00 PM View: | H&R Block, Inc. (HRB) | 02-Jul-21 | Payment of Exercise | 10 | $23.78 | $237.80 | (< 1%) 11.37K to 11.36K | 1% |
| 29-Jul-20 4:48 PM View: | H&R Block, Inc. (HRB) | 28-Jul-20 | Payment of Exercise | 470 | $14.28 | $6,711.60 | (4%) 12.78K to 12.31K | (17%) |
| 29-Jul-20 4:48 PM View: | H&R Block, Inc. (HRB) | 27-Jul-20 | Grant | 1,194 | -- | -- | 10% 11.59K to 12.78K | |
| 06-Jul-20 5:01 PM View: | H&R Block, Inc. (HRB) | 02-Jul-20 | Payment of Exercise | 14 | $14.00 | $196.00 | (< 1%) 11.6K to 11.59K | (19%) |
| 01-Jul-20 9:34 PM View: | H&R Block, Inc. (HRB) | 30-Jun-20 | Grant | 3,502 | -- | -- | 39% 8.99K to 12.49K | |
| 01-Jul-20 9:34 PM View: | H&R Block, Inc. (HRB) | 30-Jun-20 | Payment of Exercise | 965 | $14.28 | $13,780.20 | (8%) 12.49K to 11.52K | (17%) |
| 22-Jul-19 4:44 PM View: | H&R Block, Inc. (HRB) | 19-Jul-19 | Payment of Exercise | 3,087 | $29.30 | $90,449.10 | (26%) 11.92K to 8.84K | 46% |
| 22-Jul-19 4:44 PM View: | H&R Block, Inc. (HRB) | 18-Jul-19 | Grant | 6,982 | -- | -- | 141% 4.94K to 11.92K | |
| 03-Jul-19 4:21 PM View: | H&R Block, Inc. (HRB) | 02-Jul-19 | Payment of Exercise | 6 | $28.96 | $173.76 | (< 1%) 7.95K to 7.94K | 45% |
| 03-Jul-19 4:21 PM View: | H&R Block, Inc. (HRB) | 02-Jul-19 | Market Sale | 3,000 | $28.68 | $86,040.00 | (38%) 7.94K to 4.94K | 45% |
| 01-Jul-19 4:46 PM View: | H&R Block, Inc. (HRB) | 30-Jun-19 | Grant | 1,959 | -- | -- | 33% 5.95K to 7.91K | |
| 01-Jul-19 4:46 PM View: | H&R Block, Inc. (HRB) | 28-Jun-19 | Payment of Exercise | 862 | $29.30 | $25,256.60 | (13%) 6.81K to 5.95K | 46% |
| 23-Jul-18 4:33 PM View: | H&R Block, Inc. (HRB) | 20-Jul-18 | Payment of Exercise | 577 | $22.78 | $13,144.10 | (8%) 7.27K to 6.7K | 32% |
| 23-Jul-18 4:33 PM View: | H&R Block, Inc. (HRB) | 19-Jul-18 | Grant | 1,317 | -- | -- | 22% 5.96K to 7.27K | |
| 05-Jul-18 4:39 PM View: | H&R Block, Inc. (HRB) | 03-Jul-18 | Payment of Exercise | 6 | $23.28 | $139.68 | (< 1%) 5.96K to 5.96K | 33% |
| 03-Jul-18 4:33 PM View: | H&R Block, Inc. (HRB) | 30-Jun-18 | Grant | 2,195 | -- | -- | 59% 3.73K to 5.93K | |
| 03-Jul-18 4:33 PM View: | H&R Block, Inc. (HRB) | 29-Jun-18 | Payment of Exercise | 755 | $22.78 | $17,198.90 | (17%) 4.49K to 3.73K | 32% |
| 17-Jul-17 4:34 PM View: | H&R Block, Inc. (HRB) | 14-Jul-17 | Market Sale | 800 | $30.71 | $24,569.10 | (15%) 5.21K to 4.41K | 51% |
| 06-Jul-17 6:31 PM View: | H&R Block, Inc. (HRB) | 03-Jul-17 | Payment of Exercise | 6 | $31.04 | $186.24 | (< 1%) 5.21K to 5.21K | 52% |
| 05-Jul-17 5:47 PM View: | H&R Block, Inc. (HRB) | 30-Jun-17 | Grant | 1,618 | -- | -- | 37% 4.35K to 5.97K | |
| 05-Jul-17 5:47 PM View: | H&R Block, Inc. (HRB) | 30-Jun-17 | Payment of Exercise | 793 | $30.91 | $24,511.60 | (13%) 5.97K to 5.17K | 51% |
| 20-Jul-16 5:12 PM View: | H&R Block, Inc. (HRB) | 18-Jul-16 | Grant | 1,673 | -- | -- | 65% 2.58K to 4.25K | |
| 06-Jul-16 5:57 PM View: | H&R Block, Inc. (HRB) | 01-Jul-16 | Payment of Exercise | 2 | $23.38 | $46.76 | (< 1%) 2.58K to 2.58K | 34% |