Transactions
7
Insider / H&R BLOCK INC
Jones Jeffrey J II
President & CEO at H&R BLOCK INC
- Company
- H&R BLOCK INC
- Ticker
- HRB
- First filing on record
- November 14, 2025
- Latest trade on record
- November 19, 2025
- SEC filings
- EDGAR ↗
Jones Jeffrey J II, President & CEO at H&R BLOCK INC, has disclosed 7 transactions in HRB since November 14, 2025: 0 purchases (0 open-market buys) and 2 sales, worth about $22.1M at the reported prices. The latest was filed November 20, 2025, 1 day after the trade.
Open-market buys
0
Sales
2
Avg. disclosure lag
1.4d
Trading in charts
Trade timeline
When does this person trade, how big, and in which direction? Every trade in the last 12 months.
Bought (above the line)Sold (below the line)Other transaction
In the last 12 months Jones Jeffrey J II made no purchases and 2 sales worth $14M, plus 5 other transactions. Dot size is the dollar amount.
Portfolio mix
Which stocks does this person trade most? Tile size is dollars traded, all time on record.
Jones Jeffrey J II has traded 1 stock on record; the largest by dollars is HRB.
Reporting lag
Does this person report on time? One bar per filing against the Form 4 deadline.
On timeLate
0 of 2 filings on record were reported after the Form 4 deadline (two business days, counted here as 4 calendar days).
What kind of transactions
Most Form 4 rows are pay arriving or tax being withheld, not a decision to buy or sell. Only code P is an open-market purchase and code S an open-market sale. What each code means: Form 4 transaction codes.
| Code | Meaning | Rows | Shares | Value |
|---|---|---|---|---|
| M | Option exercise or conversion | 4 | 547,810 | $8.1M |
| S | Open-market sale | 2 | 305,267 | $13.9M |
| G | Gift | 1 | 45,000 | — |
| Year | Rows | Bought | Sold |
|---|---|---|---|
| 2025 | 7 | 0 | 2 · $13.9M |
Transactions
| Security | Side | Trade date | Disclosed | Lag | Shares | Price | Value | Flags | Source | Share |
|---|---|---|---|---|---|---|---|---|---|---|
| HRB | Option / conversion M | November 19, 2025 | November 20, 2025 | 1d | 128,818 | — | — | derivative | Form 4 ↗ | |
| HRB | Sell S | November 19, 2025 | November 20, 2025 | 1d | 128,818 | $45 | $5.7M | Form 4 ↗ | ||
| HRB | Other G | November 19, 2025 | November 20, 2025 | 1d | 45,000 | — | — | Form 4 ↗ | ||
| HRB | Option / conversion M | November 19, 2025 | November 20, 2025 | 1d | 128,818 | $30 | $3.8M | Form 4 ↗ | ||
| HRB | Option / conversion M | November 12, 2025 | November 14, 2025 | 2d | 145,087 | — | — | derivative | Form 4 ↗ | |
| HRB | Sell S | November 12, 2025 | November 14, 2025 | 2d | 176,449 | $46 | $8.2M | Form 4 ↗ | ||
| HRB | Option / conversion M | November 12, 2025 | November 14, 2025 | 2d | 145,087 | $30 | $4.3M | Form 4 ↗ |
Filings
| Filed | Form | Accession | Rows | Status | Source |
|---|---|---|---|---|---|
| November 20, 2025 | Form 4 | 0001225208-25-009313 | 4 | published | EDGAR ↗ |
| November 14, 2025 | Form 4 | 0001225208-25-009180 | 3 | published | EDGAR ↗ |
Other insiders at H&R BLOCK INC
- Plaines Stephanie Director 12 rows
- REICH VICTORIA Director 11 rows
- Campbell Curtis A Director 8 rows
- Darling Mark J. Chief Retail Officer 5 rows
- Charnaux Christian H. See remarks 4 rows
- Redler Dara S Chief Legal & Admin. Officer 3 rows
- Wasleski April M. VP & Chief Acct Officer 3 rows
- Manuel Scott Chief Strategy & Operations Of 2 rows
- Mason Tiffany L Chief Financial Officer 2 rows
- Winter Matthew E Director 2 rows
Everyone on file, with contracts and lobbying under the company's name: H&R BLOCK INC.
Guides for this page
- What is SEC Form 4? Who files: officers, directors and owners of more than 10% of a class of the company's shares.
- Form 4 transaction codes P = purchase. S = sale. These are the two market trades.
- Insider buying vs insider selling Selling outweighs buying by a wide margin in normal times.
- Options and derivatives on Form 4 Table I = shares. Table II = options and other derivatives.
- What disclosure data cannot tell you Filings are late by design: up to 45 days for Congress, two business days for insiders.
Sources and method
| Source | Filings | Rows | First filed | Newest filed | Read the originals |
|---|---|---|---|---|---|
| SEC EDGAR, Form 4 | 2 | 7 | November 14, 2025 | November 20, 2025 | Form 4 list on EDGAR |
Site built October 22, 2026. Every row in the tables above links to its own filing. To quote a figure, use the Cite button at the top of the page; see how to cite and reuse.
Every row comes from the reporting owner's Form 4 as filed with the SEC (EDGAR ownership XML), read daily. "Value" is shares × the reported price; code P is an open-market purchase, S a sale, M an option exercise, A a grant. The lag is the filing date minus the trade date; Form 4 is due within two business days. Amendments (4/A) are not merged. Details on the methodology page; report an error on corrections.
Not investment advice. Figures are public disclosures shown as filed; they may lag the trade and may be amended later. No recommendation is made or implied.