Gerke Thomas A's Form 4 filing
H&R Block Inc (HRB) · filed Aug 27, 2021
- Accession no.
- 0001225208-21-011767
- Filed
- Aug 27, 2021
- Trade date
- Aug 25, 2021
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Not on the form (before 2023)
This filing lists 3 non-derivative transactions and 1 derivative transaction. Open-market sales total $604.7K. It was filed 2 days after the trade.
Reporting owners
A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.
| Owner | Relationship to the company |
|---|---|
| Gerke Thomas ACIK 0001229492 | Officer (Gen. Counsel & Chief Admin Off) |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Aug 25, 2021 | Common Stock | MOption exerciseAcquired | +13,098 | $17.00 | +$222,666 | 146,632.34 | Direct | |
| Aug 25, 2021 | Common Stock | SSaleDisposed | −10,564 | $25.50 | −$269,382 | 136,068.34 | Direct | |
| Aug 25, 2021 | Common Stock | SSaleDisposed | −13,098 | $25.60F1 | −$335,308.8 | 122,970.34 | Direct |
Derivative securities (Table II)
Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.
| Trade date | Security | Transaction | Underlying shares | Unit price | Value | Held after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Aug 25, 2021 | Common Stock | MOption exerciseDisposed | −13,098 | $0.00 | $0 | 0 | Direct |
Footnotes and remarks
Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.
- F1
The price used is a weighted average of prices within the range of $25.500 to $25.685. The reporting person will provice full details of the price information reported upon a request from the Commission or any shareholder.
Referenced by the price of 1 transaction in Table I.