Jeffrey J Jones II sold $613k of HRB
President & CEO at H&R BLOCK INC. 9,722 shares at an average of $63.07, traded Sep 3, 2024, filed Sep 4, 2024.
Score components
- +25RoleCEO
- +20Trade size$613k at market
- 0Share of holdings soldSold 1.1% of holdings
- +8Cluster2 insiders 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 -2.3%, 3m -8.5%, 6m -17.3%.
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 0001225208-24-008449, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Aug 31, 2024 | AGrant or award Common Stock10b5-1 | +45,886 | $0.00 | $0 | 1,078,195 | Sep 4, 2024 |
| Aug 31, 2024 | FTax withholding Common Stock10b5-1 | -175,304 | $63.31 | $11M | 902,891 | Sep 4, 2024 |
| Sep 3, 2024 | SOpen-market sale Common Stock10b5-1 | -9,722 | $63.07 | $613k | 893,169 | Sep 4, 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% | |
| 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% | |
| 30Weak | H&R BLOCK INC | Jeffrey J Jones II President & CEO | $2.5M 44,975 shares | -6% | |
| 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.