Jeffrey J Jones II sold $2.5M of HRB
President & CEO at H&R BLOCK INC. 44,975 shares at an average of $54.55, traded Jul 1, 2024, filed Jul 1, 2024.
Score components
- +25RoleCEO
- +25Trade size$2.5M at market
- 0Share of holdings soldSold 5.9% of holdings
- 0ClusterNo other insider selling within 14 days
- -2010b5-1 planPre-scheduled under a 10b5-1 plan
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 +5.9%, 3m +16.8%, 6m -3.6%.
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.
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 0001225208-24-007109, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Jul 1, 2024 | SOpen-market sale Common Stock10b5-1 | -44,975 | $54.55 | $2.5M | 712,386 | Jul 1, 2024 |
Related signals
Other insiders at H&R BLOCK INC and this insider’s other filings.
| Score | Company | Insider | Value | Holdings | Filed |
|---|---|---|---|---|---|
| 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 | H&R BLOCK INC | Jeffrey J Jones II President & CEO | $3.4M 53,810 shares | -6% | |
| 51Moderate | H&R BLOCK INC | Kellie J Logerwell VP & Chief Acct Officer | $515k 8,000 shares | -30% | |
| 33Weak | H&R BLOCK INC | Jeffrey J Jones II President & CEO | $613k 9,722 shares | -1% | |
| 72Notable | H&R BLOCK INC | Tony G Bowen Chief Financial Officer | $5.2M 79,259 shares | -47% | |
| 60Notable | H&R BLOCK INC | Kellie J Logerwell VP & Chief Acct Officer | $640k 9,846 shares | -28% | |
| 59Moderate | H&R BLOCK INC | Dara S Redler Chief Legal Officer | $583k 9,100 shares | -29% | |
| 35Weak | H&R BLOCK INC | Jeffrey J Jones II President & CEO | $4.2M 85,921 shares | -10% |
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.