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sellModerate

Tony G Bowen sold $2.2M of HRB

Chief Financial Officer at H&R BLOCK INC. 46,892 shares at an average of $47.10, traded Nov 27, 2023, filed Nov 27, 2023.

Warning score
57
Value
$2.2M
46,892 shares
Holdings after
125,591
-27% from before
From 52-week low
+64%
low $25.74, close $42.27
From 52-week high
-1%
high $42.79, as of Nov 27, 2023

Score components

  • Role
    CFO
    +22
  • Trade size
    $2.2M at market
    +25
  • Share of holdings sold
    Sold 27% of holdings
    +10
  • Cluster
    No other insider selling within 14 days
    0

What happened after comparable sells

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

This signal so far: 1m +5.8%, 3m +6.2%, 6m +10.2%.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

HRBOct 12, 2026 · close 44.32
Since filing Nov 27, 2023: +4.9%SPY +77.5% · excess -72.7%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001225208-23-010451, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Nov 27, 2023SOpen-market sale
Common Stock
-46,892$47.10$2.2M125,591Nov 27, 2023

Related signals

Other insiders at H&R BLOCK INC and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
30Weak
HRBsell
H&R BLOCK INC
Mark J. Darling
Chief Retail Officer
$110k
2,700 shares
-11%
40Moderate
HRBsell
H&R BLOCK INC
Jeffrey J Jones II
President & CEO
$5.7M
128,818 shares
-13%
40Moderate
HRBsell
H&R BLOCK INC
Jeffrey J Jones II
President & CEO
$8.2M
176,449 shares
-16%
30Weak
HRBsell10b5-1
H&R BLOCK INC
Jeffrey J Jones II
President & CEO
$3.4M
53,810 shares
-6%
51Moderate
HRBsell 2
H&R BLOCK INC
Kellie J Logerwell
VP & Chief Acct Officer
$515k
8,000 shares
-30%
33Weak
HRBsell 210b5-1
H&R BLOCK INC
Jeffrey J Jones II
President & CEO
$613k
9,722 shares
-1%
72Notable
HRBsell 3
H&R BLOCK INC
Tony G Bowen
Chief Financial Officer
$5.2M
79,259 shares
-47%
60Notable
HRBsell 3
H&R BLOCK INC
Kellie J Logerwell
VP & Chief Acct Officer
$640k
9,846 shares
-28%
59Moderate
HRBsell 3
H&R BLOCK INC
Dara S Redler
Chief Legal Officer
$583k
9,100 shares
-29%
30Weak
HRBsell10b5-1
H&R BLOCK INC
Jeffrey J Jones II
President & CEO
$2.5M
44,975 shares
-6%

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Tony G Bowen sold $2.2M of HRB | InsiderTell