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sellModerate cluster of 2

Kellie J Logerwell sold $515k of HRB

VP & Chief Acct Officer at H&R BLOCK INC. 8,000 shares at an average of $64.41, traded Sep 16, 2024, filed Sep 17, 2024.

Warning score
51
Value
$515k
8,000 shares
Holdings after
18,474
-30% from before
From 52-week low
+62%
low $37.03, close $60.00
From 52-week high
-3%
high $61.65, as of Sep 16, 2024

Score components

  • Role
    Officer
    +15
  • Trade size
    $515k at market
    +18
  • Share of holdings sold
    Sold 30% of holdings
    +10
  • Cluster
    2 insiders selling within 14 days
    +8

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 -2.9%, 3m -13.4%, 6m -16.9%.

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 Sep 17, 2024: -25.0%SPY +41.8% · excess -66.8%

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 0001225208-24-008725, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Sep 16, 2024SOpen-market sale
Common Stock
-8,000$64.41$515k18,474Sep 17, 2024

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%
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%
35Weak
HRBsell10b5-1
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.

Kellie J Logerwell sold $515k of HRB | InsiderTell