Block (H&R) Inc. (HRB)

CONSUMER DISCRETIONARY: CONSUMER SERVICES
SIC: SERVICES-PERSONAL SERVICES

ONE H&R BLOCK WAY KANSAS CITY, MO 64105

H&R Block, Inc. provides help and inspires confidence in its clients and communities everywhere through global tax preparation, financial products, and small business solutions. The company blends digital innovation with the human expertise and care of its associates and franchisees as it helps people get the best outcome at tax time, and better manage and access their money year-round. Through Block Advisors and Wave, the company helps small business owners thrive with innovative products like Wave Money, a small business banking and bookkeeping solution, and the only business bank account to manage bookkeeping automatically.

Data as of 2021-09-11 10:14:44 -0400
Market Cap4.506 Billion Shares Outstanding181.843 Million Avg 30-day Volume1.349 Million
P/E Ratio7.75068 Dividend Yield4.209 EPS3.08
Price/Sales1.38 Debt to Equity10.37 EBITDA926.479 Million
Price to Book Value13.41 Forward PE18.04 Enterprise Value5.28 Billion
Total Cash934.251 Million Current Debt1.163 Billion Gross Profit1.572 Billion
BETA0.73631 52-week High/Low26.24 / 12.87 Next Earnings Date2021-11-03 Price to Cash FLow (P/CF) 17.4835
Data provided by IEX Cloud
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Funds Holding HRB (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding HRB BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

170.3 Thousand total shares from 10 transactions

Exercise Derivative Conversion (M)

104.7 Thousand total shares from 6 transactions

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

REICH VICTORIA

  • Director
91,269 2021-09-09 1

GERARD ROBERT A

  • Director
266,383 2021-09-09 1

WOOD CHRISTIANNA

  • Director
129,688 2021-09-09 1

WINTER MATTHEW E

  • Director
36,844 2021-09-09 1

JOHNSON RICHARD A

  • Director
50,792 2021-09-09 1

GUPTA ANURADHA

  • Director
22,992 2021-09-09 1

PIAZZA YOLANDE G

  • Director
17,398 2021-09-09 1

COHAN SEAN

  • Director
9,973 2021-09-09 3

MENDS MIA

  • Director
9,973 2021-09-09 3

GERKE THOMAS A GEN. COUNSEL & CHIEF ADMIN OFF

  • Officer
85,482 2021-08-31 9

JONES JEFFREY J II PRESIDENT & CEO

  • Officer
  • Director
526,330 2021-08-31 5

BOWEN TONY G CHIEF FINANCIAL OFFICER

  • Officer
118,752 2021-08-31 4

LOGERWELL KELLIE J VP & CHIEF ACCT OFFICER

  • Officer
20,370 2021-08-31 4

OROSCO KAREN A PRES., GLOBAL CONSUMER TAX & S

  • Officer
108,044 2021-08-31 4

LEWIS DAVID B

  • Director
113,969 2020-09-10 0

ROHDE BRUCE

  • Director
101,264 2020-09-10 0

BROWN PAUL J

  • Director
81,679 2020-09-10 0

ARCHON ANGELA N

  • Director
28,804 2019-09-12 0

SEIP TOM D

  • Director
91,028 2017-09-14 0

COLLINS KATHRYN M SVP, CHIEF MKTG & STRAT OFF

  • Officer
17,372 2017-07-18 0

COBB WILLIAM C PRESIDENT AND CEO

  • Officer
  • Director
498,980 2017-07-03 0

WRIGHT JAMES F

  • Director
40,676 2017-06-28 0

MACFARLANE GREGORY J SVP, U.S. RETAIL PRODS & OPS

  • Officer
120,260 2016-12-09 0

HOUSEWORTH JASON CHIEF INNOVATION OFFICER

  • Officer
70,450 2016-07-18 0

BROWN JEFFREY CHIEF ACCOUNTING AND RISK OFFI

  • Officer
102,908 2016-07-01 0

KNIGHT DELOS (KIP) L III PRESIDENT, U.S. RETAIL OPS

  • Officer
24,510 2015-12-03 0

ELLISON MARVIN R

  • Director
22,753 2013-09-12 0

EHRLICH SUSAN PRESIDENT, FINANCIAL SERVICES

  • Officer
17,394 2013-06-28 0

MAZZINI PHIL PRESIDENT, RETAIL TAX

  • Officer
No longer subject to file 2012-04-30 0

BROWN COLBY R VP AND CORPORATE CONTROLLER

  • Officer
9,248 2011-09-30 0

AGAR RICHARD K SVP AND CIO

  • Officer
48,150 2011-09-30 0

ANDREWS CHARLES ELLIOTT PRESIDENT, RSM MCGLADREY

  • Officer
15,000 2011-06-30 0

SHAW L EDWARD JR

  • Director
23,548 2010-11-01 0

LAUER LEN J

  • Director
33,548 2010-11-01 0

BREEDEN RICHARD C

  • Director
13,352,705 2010-11-01 0

TURTLEDOVE ROBERT J SVP, CHIEF MARKETING OFFICER

  • Officer
14,420 2010-10-01 0

BENNETT ALAN M PRESIDENT AND CEO

  • Officer
  • Director
14,886 2010-09-13 0

BLOCH THOMAS M

  • Director
213,482 2009-11-02 0

SMYTH RUSSELL P PRESIDENT AND CEO

  • Officer
  • Director
28,095 2009-10-01 0

WORAM BRIAN J SVP AND GENERAL COUNSEL

  • Officer
45,920 2009-10-01 0

SHULMAN BECKY S SENIOR VP AND CFO

  • Officer
35,324 2009-07-02 0

SERATI TAMMY S SENIOR VP, HUMAN RESOURCES

  • Officer
15,599 2009-06-05 0

GOKEY TIMOTHY C PRESIDENT, RETAIL TAX

  • Officer
39,367 2008-10-01 0

ALLANSON THOMAS A PRESIDENT, DIGITAL

  • Officer
12,584 2008-07-30 0

TAIT STEVEN PRESIDENT, BUSINESS SERVICES

  • Officer
28,417 2008-07-03 0

HALE ROGER W

  • Director
66,301 2008-07-01 0

WEST MARC PRESIDENT, COMMERCIAL MARKETS

  • Officer
2,448 2008-04-04 0

FRIGON HENRY F

  • Director
16,536 2008-01-08 0

GRAEBNER CAROL F EXECUTIVE VP, GENERAL COUNSEL

  • Officer
251 2008-01-08 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

GERARD ROBERT A - Director

2021-09-10 16:34:15 -0400 2021-09-09 A 15,830 a 245,383 direct -0.967 0.0 1 -0.967 2

PIAZZA YOLANDE G - Director

2021-09-10 16:34:26 -0400 2021-09-09 A 6,785 a 17,398 direct -0.967 0.0 1 -0.967 2

WOOD CHRISTIANNA - Director

2021-09-10 16:35:54 -0400 2021-09-09 A 6,785 a 117,108 direct -0.967 0.0 1 -0.967 2

GUPTA ANURADHA - Director

2021-09-10 16:34:21 -0400 2021-09-09 A 6,785 a 22,992 direct -0.967 0.0 1 -0.967 2

REICH VICTORIA - Director

2021-09-10 16:34:32 -0400 2021-09-09 A 6,785 a 87,015 direct -0.967 0.0 1 -0.967 2

JOHNSON RICHARD A - Director

2021-09-10 16:36:06 -0400 2021-09-09 A 6,785 a 50,792 direct -0.967 0.0 1 -0.967 2

MENDS MIA - Director

2021-09-10 16:34:23 -0400 2021-09-09 A 6,785 a 9,973 direct -0.967 0.0 1 -0.967 2

WINTER MATTHEW E - Director

2021-09-10 16:34:43 -0400 2021-09-09 A 6,785 a 36,844 direct -0.967 0.0 1 -0.967 2

COHAN SEAN - Director

2021-09-10 16:33:00 -0400 2021-09-09 A 6,785 a 9,973 direct -0.967 0.0 1 -0.967 2

JONES JEFFREY J II - Director - Officer PRESIDENT & CEO

2021-09-01 16:57:17 -0400 2021-08-31 A 87,557 a 526,330 direct -0.7639 -4.3354 0.3436 4 -4.3354 6

GERKE THOMAS A - Officer GEN. COUNSEL & CHIEF ADMIN OFF

2021-09-01 16:57:33 -0400 2021-08-31 S 20,000 $25.83 d 85,482 direct -0.7639 -4.3354 0.3436 4 -4.3354 6

BOWEN TONY G - Officer CHIEF FINANCIAL OFFICER

2021-09-01 16:57:22 -0400 2021-08-31 A 25,472 a 118,752 direct -0.7639 -4.3354 0.3436 4 -4.3354 6

GERKE THOMAS A - Officer GEN. COUNSEL & CHIEF ADMIN OFF

2021-09-01 16:57:33 -0400 2021-08-31 A 17,512 a 105,482 direct -0.7639 -4.3354 0.3436 4 -4.3354 6

OROSCO KAREN A - Officer PRES., GLOBAL CONSUMER TAX & S

2021-09-01 16:57:28 -0400 2021-08-31 A 20,696 a 108,044 direct -0.7639 -4.3354 0.3436 4 -4.3354 6

LOGERWELL KELLIE J - Officer VP & CHIEF ACCT OFFICER

2021-09-01 16:57:40 -0400 2021-08-31 A 4,140 a 20,370 direct -0.7639 -4.3354 0.3436 4 -4.3354 6

GERKE THOMAS A - Officer GEN. COUNSEL & CHIEF ADMIN OFF

2021-08-31 16:32:54 -0400 2021-08-30 S 15,000 $25.75 d 87,970 direct -0.1906 -2.7435 0.1541 5 -2.7435 6

GERKE THOMAS A - Officer GEN. COUNSEL & CHIEF ADMIN OFF

2021-08-31 16:32:54 -0400 2021-08-27 S 20,000 $25.62 d 102,970 direct -0.1906 -2.7435 0.1541 5 -2.7435 6

GERKE THOMAS A - Officer GEN. COUNSEL & CHIEF ADMIN OFF

2021-08-27 16:34:20 -0400 2021-08-25 S 13,098 $25.60 d 122,970 direct -0.039 0.1169 2.2214 3 -0.039 2

GERKE THOMAS A - Officer GEN. COUNSEL & CHIEF ADMIN OFF

2021-08-27 16:34:20 -0400 2021-08-25 S 10,564 $25.50 d 136,068 direct -0.039 0.1169 2.2214 3 -0.039 2

GERKE THOMAS A - Officer GEN. COUNSEL & CHIEF ADMIN OFF

2021-08-27 16:34:20 -0400 2021-08-25 M 13,098 d 0 direct

GERKE THOMAS A - Officer GEN. COUNSEL & CHIEF ADMIN OFF

2021-08-27 16:34:20 -0400 2021-08-25 M 13,098 $17.00 a 146,632 direct -0.039 0.1169 2.2214 3 -0.039 2

GERKE THOMAS A - Officer GEN. COUNSEL & CHIEF ADMIN OFF

2021-08-23 16:32:42 -0400 2021-08-19 M 560 d 13,098 direct

GERKE THOMAS A - Officer GEN. COUNSEL & CHIEF ADMIN OFF

2021-08-23 16:32:42 -0400 2021-08-19 S 560 $25.73 d 133,534 direct 0.4321 0.7463 1.414 4 -0.9034 3

GERKE THOMAS A - Officer GEN. COUNSEL & CHIEF ADMIN OFF

2021-08-23 16:32:42 -0400 2021-08-19 M 560 $17.00 a 134,094 direct 0.4321 0.7463 1.414 4 -0.9034 3

GERKE THOMAS A - Officer GEN. COUNSEL & CHIEF ADMIN OFF

2021-08-19 16:34:37 -0400 2021-08-18 M 11,342 d 13,658 direct

GERKE THOMAS A - Officer GEN. COUNSEL & CHIEF ADMIN OFF

2021-08-19 16:34:37 -0400 2021-08-18 M 11,342 $17.00 a 144,876 direct -0.3532 1.3344 1.3344 6 -0.9812 5

GERKE THOMAS A - Officer GEN. COUNSEL & CHIEF ADMIN OFF

2021-08-19 16:34:37 -0400 2021-08-18 S 11,342 $25.65 d 133,534 direct -0.3532 1.3344 1.3344 6 -0.9812 5

GERKE THOMAS A - Officer GEN. COUNSEL & CHIEF ADMIN OFF

2021-08-19 16:34:37 -0400 2021-08-17 M 32,881 d 25,000 direct

GERKE THOMAS A - Officer GEN. COUNSEL & CHIEF ADMIN OFF

2021-08-19 16:34:37 -0400 2021-08-17 S 32,881 $25.70 d 133,534 direct -0.3532 1.3344 1.3344 6 -0.9812 5

GERKE THOMAS A - Officer GEN. COUNSEL & CHIEF ADMIN OFF

2021-08-19 16:34:37 -0400 2021-08-17 M 32,881 $17.00 a 166,415 direct -0.3532 1.3344 1.3344 6 -0.9812 5

GERKE THOMAS A - Officer GEN. COUNSEL & CHIEF ADMIN OFF

2021-08-17 16:45:34 -0400 2021-08-16 M 17,119 d 57,881 direct

GERKE THOMAS A - Officer GEN. COUNSEL & CHIEF ADMIN OFF

2021-08-17 16:45:34 -0400 2021-08-16 M 17,119 $17.00 a 150,653 direct -0.2757 0.7089 0.7089 6 -0.2757 2

GERKE THOMAS A - Officer GEN. COUNSEL & CHIEF ADMIN OFF

2021-08-17 16:45:34 -0400 2021-08-16 S 17,119 $25.73 d 133,534 direct -0.2757 0.7089 0.7089 6 -0.2757 2

GERKE THOMAS A - Officer GEN. COUNSEL & CHIEF ADMIN OFF

2021-08-17 16:45:34 -0400 2021-08-13 M 29,734 $17.00 a 163,268 direct -0.2757 0.7089 0.7089 6 -0.2757 2

GERKE THOMAS A - Officer GEN. COUNSEL & CHIEF ADMIN OFF

2021-08-17 16:45:34 -0400 2021-08-13 M 29,734 d 75,000 direct

GERKE THOMAS A - Officer GEN. COUNSEL & CHIEF ADMIN OFF

2021-08-17 16:45:34 -0400 2021-08-13 S 29,734 $25.65 d 133,534 direct -0.2757 0.7089 0.7089 6 -0.2757 2

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
H&R BLOCK INC HRB 2021-09-17 22:15:03 UTC -0.18 0.25 9400000
H&R BLOCK INC HRB 2021-09-17 21:45:03 UTC -0.18 0.25 9400000
H&R BLOCK INC HRB 2021-09-17 21:15:04 UTC -0.18 0.25 9400000
H&R BLOCK INC HRB 2021-09-17 20:45:03 UTC -0.18 0.25 9400000
H&R BLOCK INC HRB 2021-09-17 20:15:05 UTC -0.18 0.25 9400000
H&R BLOCK INC HRB 2021-09-17 19:45:03 UTC -0.18 0.25 9400000
H&R BLOCK INC HRB 2021-09-17 19:15:03 UTC -0.18 0.25 9400000
H&R BLOCK INC HRB 2021-09-17 18:45:03 UTC -0.18 0.25 9400000
H&R BLOCK INC HRB 2021-09-17 18:15:03 UTC -0.18 0.25 9400000
H&R BLOCK INC HRB 2021-09-17 17:45:03 UTC -0.18 0.25 9400000
H&R BLOCK INC HRB 2021-09-17 17:15:03 UTC -0.18 0.25 9400000
H&R BLOCK INC HRB 2021-09-17 16:45:03 UTC -0.18 0.25 9400000
H&R BLOCK INC HRB 2021-09-17 16:15:02 UTC -0.18 0.25 9400000
H&R BLOCK INC HRB 2021-09-17 15:45:02 UTC -0.18 0.25 9400000
H&R BLOCK INC HRB 2021-09-17 15:15:03 UTC -0.18 0.25 9400000
H&R BLOCK INC HRB 2021-09-17 14:45:03 UTC -0.2832 0.3532 9400000
H&R BLOCK INC HRB 2021-09-17 14:15:03 UTC -0.2832 0.3532 9400000
H&R BLOCK INC HRB 2021-09-17 13:45:02 UTC -0.2832 0.3532 9400000
H&R BLOCK INC HRB 2021-09-17 13:15:03 UTC -0.2832 0.3532 9400000
H&R BLOCK INC HRB 2021-09-17 12:45:03 UTC -0.2832 0.3532 9400000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin
AGF Investments Trust- AGFIQ U.S. Market Neutral Momentum Fund HRB -1228.0 shares, $-19476.08 2020-12-31 N-PORT
Advanced Series Trust- AST Neuberger Berman Long/Short Portfolio HRB -6300.0 shares, $-89964.0 2020-06-30 N-PORT
Trust for Professional Managers- Convergence Market Neutral Fund HRB -7539.0 shares, $-109315.5 2020-08-31 N-PORT
Virtus Alternative Solutions Trust- Virtus KAR Long/Short Equity Fund HRB -108055.0 shares, $-2405304.3 2021-04-30 N-PORT
SEI INSTITUTIONAL INVESTMENTS TRUST- SIIT MULTI-ASSET REAL RETURN FUND HRB -803.0 shares, $-19930.46 2021-05-31 N-PORT
Advantage Advisers Xanthus Fund, L.L.C.- Advantage Advisers Xanthus Fund, L.L.C. HRB -280602.0 shares, $-6588534.96 2021-06-30 N-PORT
ACAP Strategic Fund- ACAP Strategic Fund HRB -564620.0 shares, $-12308716.0 2021-03-31 N-PORT
JNL Series Trust- JNL Multi-Manager Alternative Fund HRB -64771.0 shares, $-1520823.08 2021-06-30 N-PORT
SEI INSTITUTIONAL MANAGED TRUST- SIMT Multi-Asset Inflation Managed Fund HRB -800.0 shares, $-18784.0 2021-06-30 N-PORT

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