List of insiders holdings for H&R BLOCK INC:
- Shares directly owned by the insider.
- Shares indirectly owned by the insider.
- Total shares owned by the insider (sum of shares directly and indirectly owned).
- Total market value if available.
- Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
| # | Insider Holder Name | Report Date Time | Shares Owned Directly Indirectly | Total Shares Owned | Filing |
| 1 | Breeden Richard C Director | 2010-11-03 15:01:27 | 98,157 13,292,143 | 13,390,300 | Form 4 |
| 2 | ERNST MARK A Chairman, President and CEO | 2007-10-23 12:18:46 | 3,518,465 0 | 3,518,465 | Form 4 |
| 3 | SMYTH RUSSELL P President and CEO | 2009-10-05 16:07:54 | 1,434,180 0 | 1,434,180 | Form 4 |
| 4 | BENNETT ALAN M President and CEO | 2010-09-14 16:58:55 | 1,164,886 0 | 1,164,886 | Form 4 |
| 5 | DUBRISH ROBERT E President and CEO, Option One | 2007-07-03 18:54:40 | 909,987 0 | 909,987 | Form 4 |
| 6 | Jones Jeffrey J II President & CEO | 2025-04-18 16:32:01 | 844,790 0 | 844,790 | Form 4 |
| 7 | Gokey Timothy C President, Retail Tax | 2008-10-03 16:53:08 | 842,744 0 | 842,744 | Form 4 |
| 8 | TAIT STEVEN President, Business Services | 2008-07-08 14:38:38 | 674,098 0 | 674,098 | Form 4 |
| 9 | SPAETH NICHOLAS J SVP and Chief Legal Officer | 2006-10-04 16:24:26 | 636,274 0 | 636,274 | Form 4 |
| 10 | YABUKI JEFFERY W Executive VP and COO | 2005-12-01 14:52:00 | 605,014 2,735 | 607,749 | Form 4 |
| 11 | COBB WILLIAM C President and CEO | 2017-07-06 18:30:32 | 498,980 0 | 498,980 | Form 4 |
| 12 | TRUBECK WILLIAM L Executive VP and CFO | 2007-10-19 14:39:44 | 486,612 791.41 | 487,403 | Form 4 |
| 13 | Nadon Steven Pres., Consumer Fin'l Services | 2006-07-19 18:53:34 | 470,909 0 | 470,909 | Form 4 |
| 14 | SHULMAN BECKY S Senior VP and CFO | 2009-07-06 17:14:04 | 402,789 0 | 402,789 | Form 4 |
| 15 | Gerard Robert A Director | 2024-11-08 16:33:04 | 303,983 21,000 | 324,983 | Form 4 |
| 16 | ALLANSON THOMAS A President, Digital | 2008-08-01 10:16:59 | 317,436 0 | 317,436 | Form 4 |
| 17 | West Marc President, Commercial Markets | 2008-04-07 13:54:56 | 290,126 321.98 | 290,448 | Form 4 |
| 18 | BLOCH THOMAS M Director | 2009-11-04 16:17:26 | 152,282 121,200 | 273,482 | Form 4 |
| 19 | SERATI TAMMY S Senior VP, Human Resources | 2009-06-08 17:27:42 | 255,440 0 | 255,440 | Form 4 |
| 20 | BAUM G KENNETH Director | 2005-07-05 16:59:54 | 56,614 193,600 | 250,214 | Form 4 |
| 21 | NYGAARD BRIAN L President and CEO, HRBFA | 2004-11-08 16:47:05 | 176,424 0 | 176,424 | Form 4 |
| 22 | COTRONEO FRANK J Senior Vice President and CFO | 2003-09-16 17:41:44 | 174,527 0 | 174,527 | Form 4 |
| 23 | Woram Brian J SVP and General Counsel | 2009-10-05 16:07:53 | 143,245 0 | 143,245 | Form 4 |
| 24 | WEINBERGER ROBERT A VP, Government Relations | 2005-12-30 14:53:10 | 126,522 0 | 126,522 | Form 4 |
| 25 | HALE ROGER W Director | 2008-07-03 13:55:08 | 126,301 0 | 126,301 | Form 4 |
| 26 | Wood Christianna Director | 2022-08-18 16:41:39 | 121,802 0 | 121,802 | Form 4 |
| 27 | Macfarlane Gregory J SVP, U.S. Retail Prods & Ops | 2016-12-12 16:33:15 | 120,260 0 | 120,260 | Form 4 |
| 28 | LEWIS DAVID B Director | 2020-09-14 16:38:31 | 113,969 0 | 113,969 | Form 4 |
| 29 | REICH VICTORIA Director | 2024-11-08 16:34:09 | 109,326 4,484 | 113,810 | Form 4 |
| 30 | SMITH LOUIS W Director | 2007-07-03 18:55:33 | 111,753 0 | 111,753 | Form 4 |
| 31 | MCDOUGALL LINDA M Vice President, Communications | 2006-01-03 15:44:54 | 111,157 0 | 111,157 | Form 4 |
| 32 | Brown Jeffrey Chief Accounting and Risk Offi | 2016-07-06 17:29:37 | 98,473 4,434 | 102,908 | Form 4 |
| 33 | ROHDE BRUCE Director | 2020-09-14 16:39:03 | 101,264 0 | 101,264 | Form 4 |
| 34 | GRAEBNER CAROL F Executive VP, General Counsel | 2008-01-10 16:35:11 | 100,251 0 | 100,251 | Form 4 |
| 35 | ECTON DONNA R Director | 2007-07-03 18:54:45 | 92,552 0 | 92,552 | Form 4 |
| 36 | SEIP TOM D Director | 2017-09-15 16:33:25 | 91,028 0 | 91,028 | Form 4 |
| 37 | Orosco Karen A Pres., Global Consumer Tax & S | 2022-09-09 16:32:15 | 89,733 0 | 89,733 | Form 4 |
| 38 | Bowen Tony G Chief Financial Officer | 2024-09-04 16:43:57 | 89,341 0 | 89,341 | Form 4 |
| 39 | FRIGON HENRY F Director | 2008-01-10 16:35:08 | 88,536 0 | 88,536 | Form 4 |
| 40 | GERKE THOMAS A Gen. Counsel & Chief Admin Off | 2021-09-01 16:57:33 | 85,482 0 | 85,482 | Form 4 |
| 41 | Brown Paul J Director | 2020-09-14 16:37:14 | 81,679 0 | 81,679 | Form 4 |
| 42 | NACHBOR JEFF E SVP, Corporate Controller | 2007-07-03 18:55:20 | 79,620 0 | 79,620 | Form 4 |
| 43 | Johnson Richard A Director | 2024-11-08 16:34:12 | 79,112 0 | 79,112 | Form 4 |
| 44 | WILKINS RAYFORD JR Director | 2007-09-05 19:54:21 | 73,479 0 | 73,479 | Form 4 |
| 45 | Houseworth Jason Chief Innovation Officer | 2016-07-20 17:12:01 | 70,450 0 | 70,450 | Form 4 |
| 46 | IVERSEN BRAD C SVP, Chief Marketing Officer | 2005-07-05 17:00:22 | 60,777 0 | 60,777 | Form 4 |
| 47 | Winter Matthew E Director | 2024-11-08 16:34:11 | 53,638 0 | 53,638 | Form 4 |
| 48 | Turtledove Robert J SVP, Chief Marketing Officer | 2011-08-04 16:04:42 | 49,585 0 | 49,585 | Form 4/A |
| 49 | Lauer Len J Director | 2010-11-03 15:01:15 | 49,548 0 | 49,548 | Form 4 |
| 50 | Agar Richard K SVP and CIO | 2011-10-04 14:11:47 | 48,150 0 | 48,150 | Form 4 |
| 51 | WILSON BRET G Vice President and Secretary | 2006-04-05 18:52:43 | 45,620 0 | 45,620 | Form 4 |
| 52 | ANDREWS CHARLES ELLIOTT President, RSM McGladrey | 2011-08-04 16:04:43 | 44,075 0 | 44,075 | Form 4/A |
| 53 | WRIGHT JAMES F Director | 2017-06-29 18:01:37 | 40,676 0 | 40,676 | Form 4 |
| 54 | Gupta Anuradha Director | 2024-11-08 16:33:05 | 38,270 0 | 38,270 | Form 4 |
| 55 | INGRAHAM JAMES H Senior VP and General Counsel | 2003-07-31 12:30:23 | 37,843 0 | 37,843 | Form 4 |
| 56 | COLEMAN MELANIE K VP and Corporate Controller | 2005-07-18 16:44:22 | 31,511 0 | 31,511 | Form 4 |
| 57 | Archon Angela N Director | 2019-09-16 16:32:59 | 28,804 0 | 28,804 | Form 4 |
| 58 | Piazza Yolande G Director | 2023-11-07 16:38:59 | 28,187 0 | 28,187 | Form 4 |
| 59 | CHOATE JERRY D Director | 2007-07-03 18:54:35 | 26,000 0 | 26,000 | Form 4 |
| 60 | Knight Delos (Kip) L III President, U.S. Retail Ops | 2015-12-07 11:42:30 | 24,510 0 | 24,510 | Form 4 |
| 61 | Cohan Sean Director | 2024-11-08 16:33:02 | 23,827 0 | 23,827 | Form 4 |
| 62 | Mends Mia Director | 2024-11-08 16:33:07 | 23,827 0 | 23,827 | Form 4 |
| 63 | SHAW L EDWARD JR Director | 2010-11-03 15:01:21 | 23,548 0 | 23,548 | Form 4 |
| 64 | Redler Dara S Chief Legal Officer | 2025-02-04 18:32:07 | 23,401 0 | 23,401 | Form 4 |
| 65 | Ellison Marvin R Director | 2013-09-16 15:09:35 | 22,753 0 | 22,753 | Form 4 |
| 66 | MERTZ TIMOTHY R Vice President, Corporate Tax | 2005-07-15 10:04:00 | 21,259 0 | 21,259 | Form 4/A |
| 67 | Logerwell Kellie J VP & Chief Acct Officer | 2024-09-17 16:32:30 | 18,474 0 | 18,474 | Form 4 |
| 68 | Ehrlich Susan President, Financial Services | 2013-07-02 12:35:00 | 17,394 0 | 17,394 | Form 4 |
| 69 | Collins Kathryn M SVP, Chief Mktg & Strat Off | 2017-07-19 16:32:33 | 17,372 0 | 17,372 | Form 4 |
| 70 | Campbell Curtis A Pres, GCT & Chief Product Off | 2024-09-04 16:31:45 | 15,270 0 | 15,270 | Form 4 |
| 71 | Brown Colby R VP and Corporate Controller | 2011-10-04 14:11:41 | 9,248 0 | 9,248 | Form 4 |
| 72 | Manuel Scott Chief Strategy & Operations Of | 2024-09-04 16:28:04 | 8,824 0 | 8,824 | Form 4 |
| 73 | Mason Tiffany L Executive VP, Finance | 2024-09-04 16:28:08 | 7,187 0 | 7,187 | Form 4 |
| 74 | BRANDMAIER JEFFREY G Senior VP and CIO | 2003-07-09 14:35:50 | 5,633 0 | 5,633 | Form 4 |
| 75 | Mazzini Phil President, Retail Tax | 2012-05-02 15:51:06 | 2,429 0 | 2,429 | Form 4 |