๐ต๏ธ H&R Block Inc ($HRB)
SEC insider & ownership activity, last 12 months ยท CIK 12659 ยท every row links its SEC filing
Over the last 12 months insiders sold $13.9M with no open-market buying against it. Jeffrey J. Jones II sold $13.9M in discretionary trades (Nov). No red-flag 8-Ks in the window.
Monthly net open-market insider flow, last 12 months (up = net buying)
Insider flow
0 buyers, $0 (0 lots) ยท 1 seller, $13.9M (2 lots)
| Insider | Buys | Bought | Sells | Sold | Last |
|---|---|---|---|---|---|
| Jeffrey J. Jones II | 0 | โ | 2 | $13.9M | Nov 19, 2025 |
5%+ holders
| Holder | Stake | Class | Schedule | Event | |
|---|---|---|---|---|---|
| FMR LLC | 11.5% | 13G | Feb 5, 2026 | filing โ | |
| Abigail P. Johnson | 11.5% | 13G | Feb 5, 2026 | filing โ | |
| Vanguard Portfolio Management | 5.8% | 13G | Apr 29, 2026 | filing โ | |
| Vanguard Capital Management | 5.2% | 13G | Apr 30, 2026 | filing โ |
Planned insider sales (Form 144)
| Seller | Planned | Approx. sale date | |
|---|---|---|---|
| Jeffrey J. Jones II | $5.7M | Nov 19, 2025 | filing โ |
| Jeffrey J. Jones II | $8.2M | Nov 12, 2025 | filing โ |
Material events (8-K)
| Item | Event date | |
|---|---|---|
| Earnings (2.02) | May 6, 2026 | filing โ |
| Financial Statements and Exhibits (9.01) | May 6, 2026 | filing โ |
| Earnings (2.02) | Feb 3, 2026 | filing โ |
| Financial Statements and Exhibits (9.01) | Feb 3, 2026 | filing โ |
| Officer/director changes (5.02) | Jan 20, 2026 | filing โ |
| Financial Statements and Exhibits (9.01) | Jan 20, 2026 | filing โ |
| Earnings (2.02) | Nov 6, 2025 | filing โ |
| Financial Statements and Exhibits (9.01) | Nov 6, 2025 | filing โ |
| Shareholder vote (5.07) | Nov 5, 2025 | filing โ |
| Material agreement (1.01) | Aug 26, 2025 | filing โ |
| New financial obligation (2.03) | Aug 26, 2025 | filing โ |
| Financial Statements and Exhibits (9.01) | Aug 26, 2025 | filing โ |
| Material agreement (1.01) | Aug 19, 2025 | filing โ |
| Financial Statements and Exhibits (9.01) | Aug 19, 2025 | filing โ |
| Officer/director changes (5.02) | Aug 13, 2025 | filing โ |
| Officer/director changes (5.02) | Aug 13, 2025 | filing โ |
| Earnings (2.02) | Aug 12, 2025 | filing โ |
| Reg FD disclosure (7.01) | Aug 12, 2025 | filing โ |
| Financial Statements and Exhibits (9.01) | Aug 12, 2025 | filing โ |
| Officer/director changes (5.02) | Aug 7, 2025 | filing โ |
| Reg FD disclosure (7.01) | Aug 7, 2025 | filing โ |
| Financial Statements and Exhibits (9.01) | Aug 7, 2025 | filing โ |